Bakala Capital LLC: 13F holdings
CIK 19767512026Q2
| Positions | 11 |
|---|
| Reported value | $22.8m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 11 (+0 vs prior quarter) |
|---|
| Reported value | $22.8m (+9.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VEA VANGUARD TAX-MANAGED FDS | 92,853 | $6.6m | 29.0% |
| VOO VANGUARD INDEX FDS | 5,910 | $4.1m | 17.8% |
| VWO VANGUARD INTL EQUITY INDEX F | 35,009 | $2.1m | 9.2% |
| IWV ISHARES TR | 4,405 | $1.9m | 8.2% |
| AGG ISHARES TR | 17,184 | $1.7m | 7.4% |
| VCSH VANGUARD SCOTTSDALE FDS | 21,409 | $1.7m | 7.4% |
| SHYG ISHARES TR | 32,864 | $1.4m | 6.1% |
| SCHP SCHWAB STRATEGIC TR | 39,247 | $1.0m | 4.6% |
| BNDX VANGUARD CHARLOTTE FDS | 20,139 | $975,338 | 4.3% |
| VO VANGUARD INDEX FDS | 10,264 | $827,008 | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1976751")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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