13F HOLDINGS REPORT
Charis Legacy Partners, LLC
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001754960-25-000142
Total Value
$49.0M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 19,168 | $10.3M | 21.08% |
| 2 | VANGUARD STAR FDS | 921909768 | 150,318 | $8.9M | 18.08% |
| 3 | VANGUARD INDEX FDS | 922908652 | 26,698 | $5.1M | 10.35% |
| 4 | VANGUARD INDEX FDS | 922908769 | 17,173 | $5.0M | 10.16% |
| 5 | VANGUARD BD INDEX FDS | 921937835 | 56,694 | $4.1M | 8.32% |
| 6 | INVESCO EXCHANGE TRADED FD T | IVZ | 13,985 | $2.5M | 5.00% |
| 7 | VANGUARD CHARLOTTE FDS | 92203J407 | 37,198 | $1.8M | 3.72% |
| 8 | VANGUARD TAX-MANAGED FDS | 921943858 | 35,202 | $1.7M | 3.44% |
| 9 | VANGUARD INDEX FDS | 922908744 | 9,524 | $1.6M | 3.29% |
| 10 | VANGUARD INTL EQUITY INDEX F | 922042775 | 27,953 | $1.6M | 3.28% |
| 11 | KLA CORP | KLAC | 1,854 | $1.2M | 2.38% |
| 12 | APPLE INC | AAPL | 4,095 | $1.0M | 2.09% |
| 13 | VANGUARD INDEX FDS | 922908736 | 2,013 | $826,196 | 1.69% |
| 14 | ISHARES TR | 464287200 | 1,215 | $715,246 | 1.46% |
| 15 | VANGUARD WHITEHALL FDS | 921946406 | 4,912 | $626,779 | 1.28% |
| 16 | CATERPILLAR INC | CAT | 1,670 | $605,809 | 1.24% |
| 17 | VANGUARD SCOTTSDALE FDS | 92206C102 | 8,664 | $504,072 | 1.03% |
| 18 | VANGUARD INTL EQUITY INDEX F | 922042858 | 9,068 | $399,367 | 0.82% |
| 19 | WISDOMTREE TR | WT | 7,254 | $365,030 | 0.75% |
| 20 | ISHARES TR | 464287507 | 4,305 | $268,245 | 0.55% |