BC
Bakala Capital Portfolio holdings
AUM
$18.5M
1-Year Est. Return
10.23%
1 Year Est. Return
+10.23%
AUM
$18.5M
AUM Growth
+$1.11M
(+6.3%)
Holding
10
Top Buys
| 1 | +$72.1K | |
| 2 | +$67.6K | |
| 3 | +$66.5K | |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$61.1K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$25.6K |
Top Sells
No sells this quarter
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Vanguard FTSE Developed Markets ETF
VEA
$189B
| $5.4M | 29.16% |
90,121
+428
|
|
||
2
Vanguard S&P 500 ETF
VOO
$818B
| $3.56M | 19.2% |
5,806
+17
|
|
||
3
Vanguard FTSE Emerging Markets ETF
VWO
$103B
| $1.85M | 9.97% |
34,091
+175
|
|
||
4
iShares Core US Aggregate Bond ETF
AGG
$134B
| $1.64M | 8.86% |
16,372
+663
|
|
||
5
Vanguard Short-Term Corporate Bond ETF
VCSH
$40B
| $1.62M | 8.77% |
20,321
+846
|
|
||
6
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.87B
| $1.32M | 7.14% |
30,528
+1,666
|
|
||
|
7
Schwab US TIPS ETF
SCHP
$14.6B
| $1M | 5.4% |
37,129
+2,268
|
|
||
8
Vanguard Total International Bond ETF
BNDX
$73.8B
| $932K | 5.03% |
18,840
+122
|
|
||
9
Vanguard Mid-Cap ETF
VO
$90B
| $739K | 3.99% |
2,515
+10
|
|
||
10
Vanguard Small-Cap ETF
VB
$69.2B
| $460K | 2.48% |
1,809
+6
|
|