$0 is the total value of Bakala Capital Management LLC's 1 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | 3 | Q2 2024 | 28.9% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 19.2% |
| VANGUARD INTL EQUITY INDEX F | 3 | Q2 2024 | 9.8% |
| ISHARES TR | 3 | Q2 2024 | 9.1% |
| VANGUARD SCOTTSDALE FDS | 3 | Q2 2024 | 9.1% |
| ISHARES TR | 3 | Q2 2024 | 7.3% |
| VANGUARD CHARLOTTE FDS | 3 | Q2 2024 | 5.4% |
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 5.5% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 4.1% |
| 0 | 3 | Q3 2023 | 0.0% |
View Bakala Capital Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| 13F-HR/A | 2024-06-13 |
| 13F-HR/A | 2024-06-13 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
View Bakala Capital Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.