13F HOLDINGS REPORT

Charis Legacy Partners, LLC

Quarter ended Q3 2025 · Filed October 8, 2025 · Accession 0001754960-25-000643

Total Value

$67.0M

Positions

Other Managers

Confidential Omitted

Holdings (29)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD INDEX FDS	922908363	23,842	$14.6M	21.78%
2	VANGUARD STAR FDS	921909768	169,708	$12.5M	18.60%
3	VANGUARD INDEX FDS	922908652	26,174	$5.5M	8.17%
4	VANGUARD INDEX FDS	922908769	16,457	$5.4M	8.06%
5	VANGUARD BD INDEX FDS	921937835	55,032	$4.1M	6.11%
6	WISDOMTREE TR	WT	77,763	$3.9M	5.83%
7	VANGUARD INTL EQUITY INDEX F	922042775	32,381	$2.3M	3.45%
8	INVESCO EXCHANGE TRADED FD T	IVZ	11,876	$2.3M	3.36%
9	VANGUARD TAX-MANAGED FDS	921943858	34,947	$2.1M	3.12%
10	KLA CORP	KLAC	1,938	$2.1M	3.12%
11	VANGUARD CHARLOTTE FDS	92203J407	37,179	$1.8M	2.74%
12	VANGUARD INDEX FDS	922908744	9,745	$1.8M	2.71%
13	APPLE INC	AAPL	4,786	$1.2M	1.82%
14	VANGUARD INDEX FDS	922908736	2,257	$1.1M	1.62%
15	ISHARES TR	464287200	1,215	$813,200	1.21%
16	CATERPILLAR INC	CAT	1,670	$796,841	1.19%
17	VANGUARD WHITEHALL FDS	921946406	4,237	$597,205	0.89%
18	VANGUARD INTL EQUITY INDEX F	922042858	9,207	$498,845	0.74%
19	ABBVIE INC	ABBV	2,108	$488,183	0.73%
20	VANGUARD SCOTTSDALE FDS	92206C102	7,158	$421,248	0.63%
21	VANGUARD INDEX FDS	922908751	1,549	$393,763	0.59%
22	META PLATFORMS INC	META	487	$357,643	0.53%
23	ISHARES TR	464287507	5,460	$356,320	0.53%
24	VANGUARD INTL EQUITY INDEX F	922042718	2,366	$337,273	0.50%
25	ISHARES TR	46435G417	7,100	$313,868	0.47%
26	ISHARES TR	46435G326	3,710	$297,431	0.44%
27	BERKSHIRE HATHAWAY INC DEL	BRK-A	529	$265,949	0.40%
28	ISHARES TR	464287804	1,945	$231,124	0.34%
29	AMAZON COM INC	AMZN	941	$206,615	0.31%