Charis Legacy Partners

Charis Legacy Partners as of March 31, 2026

Portfolio Holdings for Charis Legacy Partners

Charis Legacy Partners holds 27 positions in its portfolio as reported in the March 2026 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) 21.2 $15M 24k 597.55
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 20.6 $14M 183k 77.11
Vanguard Index Fds Total Stk Mkt (VTI) 8.3 $5.7M 18k 320.81
Vanguard Index Fds Extend Mkt Etf (VXF) 8.0 $5.5M 27k 205.80
Wisdomtree Tr Floatng Rat Trea (USFR) 6.4 $4.4M 87k 50.34
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.9 $4.0M 54k 73.64
Kla Corp Com New (KLAC) 4.0 $2.7M 1.8k 1472.41
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.3 $2.3M 30k 75.10
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.0 $2.1M 32k 64.08
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.0 $2.1M 11k 191.93
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.9 $2.0M 41k 48.05
Vanguard Index Fds Value Etf (VTV) 2.2 $1.5M 7.7k 196.21
Caterpillar (CAT) 1.7 $1.2M 1.7k 708.46
Vanguard Index Fds Growth Etf (VUG) 1.4 $977k 2.2k 436.83
Apple (AAPL) 1.4 $949k 3.7k 253.77
Ishares Tr Core S&p500 Etf (IVV) 1.2 $794k 1.2k 653.21
Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $651k 4.4k 148.10
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $444k 8.2k 54.05
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $369k 5.5k 67.53
Ishares Tr Select Divid Etf (DVY) 0.5 $356k 2.4k 151.41
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $352k 6.0k 58.54
Ea Series Trust Tbg Dividend Foc (TBG) 0.5 $344k 9.9k 34.86
Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.5 $311k 7.1k 43.82
Ishares Tr Core Msci Intl (IDEV) 0.5 $310k 3.7k 83.57
Meta Platforms Cl A (META) 0.3 $235k 411.00 572.52
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $212k 443.00 479.20
Phillips 66 (PSX) 0.3 $204k 1.1k 182.18