13FBOX
Bakala Capital LLC · 13F Holdings
Options Calculator Rankings

Bakala Capital LLC

No.9749
Latest AUM (Q2 2026)
$22.8M
QoQ Change Q1 2026
+$2.0M+9.8%
Holdings
11
New Buys
0
Adds
10
Reduces
0
Exits
0
Unchanged
1
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD FTSEVEA
28.98%28.46%$6.6M92,853$5.9M92,360+493+0.53%Add
VVANGUARD INDEX FDSVOO
17.78%16.93%$4.1M5,910$3.5M5,893+17+0.29%Add
VVANGUARD FSTEVWO
9.15%9.09%$2.1M35,009$1.9M34,967+42+0.12%Add
IISHARES TRIWV
8.23%7.85%$1.9M4,405$1.6M4,40500.00%Unchanged
IISHARES TRAGG
7.45%8.02%$1.7M17,184$1.7M16,795+389+2.32%Add
VVANGUARD SCOTTSDALE FDSBSV
7.41%7.97%$1.7M21,409$1.7M20,903+506+2.42%Add
IISHARES TRSHYG
6.1%6.47%$1.4M32,864$1.3M31,799+1,065+3.35%Add
SSCHWAB USSCHP
4.56%4.86%$1.0M39,247$1.0M37,984+1,263+3.33%Add
VVANGUARD TOTALBNDX
4.27%4.52%$975,33820,139$939,36719,550+589+3.01%Add
VVANGUARD MIDVO
3.62%3.53%$827,00810,264$734,6182,558+7,706+301.25%Add
VVANGUARD INDEX FDSVB
2.45%2.32%$559,0211,844$481,6211,839+5+0.27%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow