Charis Legacy Partners

Charis Legacy Partners as of June 30, 2025

Portfolio Holdings for Charis Legacy Partners

Charis Legacy Partners holds 26 positions in its portfolio as reported in the June 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) 23.3 $14M 25k 568.03
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 18.2 $11M 160k 69.09
Vanguard Index Fds Total Stk Mkt (VTI) 8.8 $5.3M 18k 303.92
Vanguard Index Fds Extend Mkt Etf (VXF) 8.4 $5.1M 27k 192.71
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.5 $3.4M 46k 73.63
Wisdomtree Tr Floatng Rat Trea (USFR) 4.3 $2.6M 53k 50.31
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.2 $2.5M 14k 181.75
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.5 $2.1M 32k 67.22
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.3 $2.0M 35k 57.01
Kla Corp Com New (KLAC) 2.9 $1.7M 1.9k 895.74
Vanguard Index Fds Value Etf (VTV) 2.8 $1.7M 9.7k 176.74
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.6 $1.6M 32k 49.51
Apple (AAPL) 1.7 $1.0M 4.9k 205.16
Vanguard Index Fds Growth Etf (VUG) 1.6 $985k 2.2k 438.45
Ishares Tr Core S&p500 Etf (IVV) 1.2 $754k 1.2k 620.90
Caterpillar (CAT) 1.1 $648k 1.7k 388.21
Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $565k 4.2k 133.31
Vanguard Index Fds Small Cp Etf (VB) 0.9 $561k 2.4k 237.02
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.7 $451k 7.7k 58.78
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.7 $446k 3.3k 134.39
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $445k 9.0k 49.46
Abbvie (ABBV) 0.6 $346k 1.9k 185.60
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $332k 13k 26.50
Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.5 $310k 7.1k 43.63
Ishares Tr Core Msci Intl (IDEV) 0.5 $282k 3.7k 76.04
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $267k 4.3k 62.02