13F HOLDINGS REPORT
Charis Legacy Partners, LLC
Quarter ended Q1 2025 · Filed April 15, 2025 · Accession 0001754960-25-000193
Total Value
$52.8M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 24,091 | $12.4M | 23.44% |
| 2 | VANGUARD STAR FDS | 921909768 | 151,539 | $9.4M | 17.82% |
| 3 | VANGUARD INDEX FDS | 922908769 | 17,664 | $4.9M | 9.19% |
| 4 | VANGUARD INDEX FDS | 922908652 | 25,742 | $4.4M | 8.39% |
| 5 | VANGUARD BD INDEX FDS | 921937835 | 43,909 | $3.2M | 6.11% |
| 6 | INVESCO EXCHANGE TRADED FD T | IVZ | 13,981 | $2.4M | 4.58% |
| 7 | VANGUARD TAX-MANAGED FDS | 921943858 | 37,328 | $1.9M | 3.59% |
| 8 | VANGUARD INTL EQUITY INDEX F | 922042775 | 31,176 | $1.9M | 3.58% |
| 9 | VANGUARD INDEX FDS | 922908744 | 9,622 | $1.7M | 3.15% |
| 10 | VANGUARD CHARLOTTE FDS | 92203J407 | 31,444 | $1.5M | 2.91% |
| 11 | KLA CORP | KLAC | 2,054 | $1.4M | 2.64% |
| 12 | APPLE INC | AAPL | 4,920 | $1.1M | 2.07% |
| 13 | VANGUARD INDEX FDS | 922908736 | 2,208 | $818,862 | 1.55% |
| 14 | ISHARES TR | 464287200 | 1,215 | $682,709 | 1.29% |
| 15 | VANGUARD WHITEHALL FDS | 921946406 | 5,116 | $659,755 | 1.25% |
| 16 | SCHWAB STRATEGIC TR | 808524797 | 22,042 | $616,295 | 1.17% |
| 17 | CATERPILLAR INC | CAT | 1,670 | $550,766 | 1.04% |
| 18 | VANGUARD INDEX FDS | 922908751 | 2,367 | $524,964 | 0.99% |
| 19 | VANGUARD SCOTTSDALE FDS | 92206C102 | 8,424 | $494,405 | 0.94% |
| 20 | VANGUARD INTL EQUITY INDEX F | 922042858 | 9,966 | $451,078 | 0.85% |
| 21 | ABBVIE INC | ABBV | 1,848 | $387,120 | 0.73% |
| 22 | VANGUARD INTL EQUITY INDEX F | 922042718 | 3,316 | $383,330 | 0.73% |
| 23 | ISHARES TR | 46435G417 | 7,100 | $308,150 | 0.58% |
| 24 | ISHARES TR | 46435G326 | 3,710 | $255,582 | 0.48% |
| 25 | ISHARES TR | 464287507 | 4,305 | $251,197 | 0.48% |
| 26 | WISDOMTREE TR | WT | 4,688 | $235,969 | 0.45% |