Charis Legacy Partners

Charis Legacy Partners as of March 31, 2025

Portfolio Holdings for Charis Legacy Partners

Charis Legacy Partners holds 26 positions in its portfolio as reported in the March 2025 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) 23.4 $12M 24k 513.92
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 17.8 $9.4M 152k 62.10
Vanguard Index Fds Total Stk Mkt (VTI) 9.2 $4.9M 18k 274.83
Vanguard Index Fds Extend Mkt Etf (VXF) 8.4 $4.4M 26k 172.26
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.1 $3.2M 44k 73.45
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.6 $2.4M 14k 173.23
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.6 $1.9M 37k 50.83
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.6 $1.9M 31k 60.66
Vanguard Index Fds Value Etf (VTV) 3.1 $1.7M 9.6k 172.74
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.9 $1.5M 31k 48.82
Kla Corp Com New (KLAC) 2.6 $1.4M 2.1k 679.80
Apple (AAPL) 2.1 $1.1M 4.9k 222.12
Vanguard Index Fds Growth Etf (VUG) 1.6 $819k 2.2k 370.86
Ishares Tr Core S&p500 Etf (IVV) 1.3 $683k 1.2k 561.90
Vanguard Whitehall Fds High Div Yld (VYM) 1.2 $660k 5.1k 128.96
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.2 $616k 22k 27.96
Caterpillar (CAT) 1.0 $551k 1.7k 329.80
Vanguard Index Fds Small Cp Etf (VB) 1.0 $525k 2.4k 221.78
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.9 $494k 8.4k 58.69
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $451k 10k 45.26
Abbvie (ABBV) 0.7 $387k 1.8k 209.48
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.7 $383k 3.3k 115.60
Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.6 $308k 7.1k 43.40
Ishares Tr Core Msci Intl (IDEV) 0.5 $256k 3.7k 68.89
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $251k 4.3k 58.35
Wisdomtree Tr Floatng Rat Trea (USFR) 0.4 $236k 4.7k 50.33