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Home > Institutional Investor > Bakala Capital Management Llc > Profile

Instuitional Investor - Bakala Capital Management Llc

Fund Profile
Filing Period:
Fund Name: Bakala Capital Management Llc
Portfolio Value $21,149,710
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 92,201 $5,759,770 27.23%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 5,874 $3,683,978 17.42%
3.
Ishares Trust
 IEF 5,165 $1,998,080 9.45%
4.
Vanguard Intl Equity Index Funds
 VWO 34,967 $1,879,836 8.89%
5.
Ishares Trust
 IEF 16,688 $1,666,819 7.88%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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