Charis Legacy Partners

Charis Legacy Partners as of Dec. 31, 2024

Portfolio Holdings for Charis Legacy Partners

Charis Legacy Partners holds 20 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 21.1 $10M 19k 538.80
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 18.1 $8.9M 150k 58.93
Vanguard Index Fds Extend Mkt Etf (VXF) 10.4 $5.1M 27k 189.98
Vanguard Index Fds Total Stk Mkt (VTI) 10.2 $5.0M 17k 289.81
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.3 $4.1M 57k 71.91
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 5.0 $2.5M 14k 175.23
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 3.7 $1.8M 37k 49.05
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.4 $1.7M 35k 47.82
Vanguard Index Fds Value Etf (VTV) 3.3 $1.6M 9.5k 169.30
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.3 $1.6M 28k 57.41
Kla Corp Com New (KLAC) 2.4 $1.2M 1.9k 630.12
Apple (AAPL) 2.1 $1.0M 4.1k 250.40
Vanguard Index Fds Growth Etf (VUG) 1.7 $826k 2.0k 410.43
Ishares Tr Core S&p500 Etf (IVV) 1.5 $715k 1.2k 588.68
Vanguard Whitehall Fds High Div Yld (VYM) 1.3 $627k 4.9k 127.60
Caterpillar (CAT) 1.2 $606k 1.7k 362.76
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.0 $504k 8.7k 58.18
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $399k 9.1k 44.04
Wisdomtree Tr Floatng Rat Trea (USFR) 0.7 $365k 7.3k 50.32
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $268k 4.3k 62.31