BAKALA CAPITAL LLC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| VEA | VANGUARD TAX-MANAGED FUNDS | 101,338 | +19,285 | +23.50% | $47.72 | 29.52% | 0.00% | 5,150,997 | 2025-03-31 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 5,964 | +492 | +8.99% | $448.97 | 17.57% | 0.00% | 3,064,802 | 2025-03-31 | ||||||
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | 37,660 | +5,186 | +15.97% | $41.37 | 9.77% | 0.00% | 1,704,508 | 2025-03-31 | ||||||
| AGG | ISHARES CORE US AGGREGATE BOND ETF | 16,461 | +2,967 | +21.99% | $96.87 | 9.33% | 0.00% | 1,628,280 | 2025-03-31 | ||||||
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 20,529 | +3,510 | +20.62% | $76.95 | 9.29% | 0.00% | 1,620,524 | 2025-03-31 | ||||||
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | 29,976 | +4,533 | +17.82% | $42.08 | 7.31% | 0.02% | 1,274,582 | 2025-03-31 | ||||||
| SCHP | SCHWAB US TIPS ETF | 36,566 | +6,331 | +20.94% | $25.35 | 5.64% | 0.00% | 983,255 | 2025-03-31 | ||||||
| BNDX | VANGUARD CHARLOTTE FUNDS | 19,504 | +3,207 | +19.68% | $48.83 | 5.46% | 0.00% | 952,204 | 2025-03-31 | ||||||
| VO | VANGUARD MID-CAP INDEX FUND | 2,582 | +216 | +9.13% | $231.52 | 3.83% | 0.00% | 667,773 | 2025-03-31 | ||||||
| VB | VANGUARD SMALL-CAP INDEX FUND | 1,803 | +169 | +10.34% | $217.75 | 2.29% | 0.00% | 399,780 | 2025-03-31 | ||||||
| IWV | ISHARES RUSSELL 3000 ETF | 0 | -6,012 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||