13F HOLDINGS REPORT
Charis Legacy Partners, LLC
Quarter ended Q2 2025 · Filed July 8, 2025 · Accession 0001754960-25-000325
Total Value
$60.7M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 24,947 | $14.2M | 23.34% |
| 2 | VANGUARD STAR FDS | 921909768 | 159,642 | $11.0M | 18.17% |
| 3 | VANGUARD INDEX FDS | 922908769 | 17,492 | $5.3M | 8.76% |
| 4 | VANGUARD INDEX FDS | 922908652 | 26,484 | $5.1M | 8.41% |
| 5 | VANGUARD BD INDEX FDS | 921937835 | 45,513 | $3.4M | 5.52% |
| 6 | WISDOMTREE TR | WT | 52,484 | $2.6M | 4.35% |
| 7 | INVESCO EXCHANGE TRADED FD T | IVZ | 13,981 | $2.5M | 4.19% |
| 8 | VANGUARD INTL EQUITY INDEX F | 922042775 | 31,559 | $2.1M | 3.49% |
| 9 | VANGUARD TAX-MANAGED FDS | 921943858 | 34,815 | $2.0M | 3.27% |
| 10 | KLA CORP | KLAC | 1,938 | $1.7M | 2.86% |
| 11 | VANGUARD INDEX FDS | 922908744 | 9,707 | $1.7M | 2.83% |
| 12 | VANGUARD CHARLOTTE FDS | 92203J407 | 32,270 | $1.6M | 2.63% |
| 13 | APPLE INC | AAPL | 4,920 | $1.0M | 1.66% |
| 14 | VANGUARD INDEX FDS | 922908736 | 2,247 | $985,193 | 1.62% |
| 15 | ISHARES TR | 464287200 | 1,215 | $754,394 | 1.24% |
| 16 | CATERPILLAR INC | CAT | 1,670 | $648,311 | 1.07% |
| 17 | VANGUARD WHITEHALL FDS | 921946406 | 4,237 | $564,834 | 0.93% |
| 18 | VANGUARD INDEX FDS | 922908751 | 2,367 | $561,018 | 0.92% |
| 19 | VANGUARD SCOTTSDALE FDS | 92206C102 | 7,679 | $451,372 | 0.74% |
| 20 | VANGUARD INTL EQUITY INDEX F | 922042718 | 3,316 | $445,637 | 0.73% |
| 21 | VANGUARD INTL EQUITY INDEX F | 922042858 | 9,001 | $445,197 | 0.73% |
| 22 | ABBVIE INC | ABBV | 1,864 | $345,952 | 0.57% |
| 23 | SCHWAB STRATEGIC TR | 808524797 | 12,531 | $332,082 | 0.55% |
| 24 | ISHARES TR | 46435G417 | 7,100 | $309,773 | 0.51% |
| 25 | ISHARES TR | 46435G326 | 3,710 | $282,108 | 0.46% |
| 26 | ISHARES TR | 464287507 | 4,305 | $266,996 | 0.44% |