StockDriftsStockDriftsTop 11 Bakala Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 28.46% | 92.4K | $5.9M | +0.17%(+159) | $48.55(+45.33%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 16.93% | 5.9K | $3.5M | +0.32%(+19) | $453.72(+51.58%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 9.09% | 35.0K | $1.9M | +0.00%(+0) | $42.14(+42.28%) | 2026-03-31 | |
| AGG | ISHARES TR | 8.02% | 16.8K | $1.7M | +0.64%(+107) | $97.88(+0.77%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 7.97% | 20.9K | $1.7M | +0.72%(+149) | $77.41(+2.01%) | 2026-03-31 | |
| IWV | ISHARES TR | 7.85% | 4.4K | $1.6M | -14.71%(-760) | $259.40(+63.22%) | 2026-03-31 | |
| SHYG | ISHARES TR | 6.47% | 31.8K | $1.3M | +1.16%(+364) | $42.29(+0.27%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 4.86% | 38.0K | $1.0M | +0.00%(+0) | $26.08(+2.66%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 4.52% | 19.6K | $939K | +0.44%(+85) | $48.98(-2.07%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.53% | 2.6K | $735K | +0.39%(+10) | $59.32(+30.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.62% | +21.22% |
| Top 20 Holdings Unweighted | +4.43% | +13.90% |
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