Charis Legacy Partners, LLC
27 holdingsFiling period: 2026-03-31Current AUM: $72.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 24.3K | $14.5M | $16.7M | 22.89% | +596 | 2026-03-31 |
| 2 | VXUS | VANGUARD STAR FDS | 182.6K | $14.1M | $15.4M | 21.20% | +5.2K | 2026-03-31 |
| 3 | VTI | VANGUARD INDEX FDS | 17.6K | $5.7M | $6.5M | 8.90% | +1.4K | 2026-03-31 |
| 4 | VXF | VANGUARD INDEX FDS | 26.7K | $5.5M | $6.3M | 8.64% | -307 | 2026-03-31 |
| 5 | USFR | WISDOMTREE TR | 86.5K | $4.4M | $4.4M | 5.98% | +546 | 2026-03-31 |
| 6 | BND | VANGUARD BD INDEX FDS | 54.4K | $4.0M | $3.9M | 5.39% | -4,180 | 2026-03-31 |
| 7 | KLAC | KLA CORP | 1.8K | $2.7M | $336K | 0.46% | -- | 2026-03-31 |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 30.4K | $2.3M | $2.5M | 3.45% | -200 | 2026-03-31 |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 32.2K | $2.1M | $2.3M | 3.12% | -1,743 | 2026-03-31 |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | 10.7K | $2.1M | $2.3M | 3.17% | -1,193 | 2026-03-31 |
| 11 | BNDX | VANGUARD CHARLOTTE FDS | 40.8K | $2.0M | $1.9M | 2.68% | +155 | 2026-03-31 |
| 12 | VTV | VANGUARD INDEX FDS | 7.7K | $1.5M | $1.7M | 2.34% | -513 | 2026-03-31 |
| 13 | CAT | CATERPILLAR INC | 1.7K | $1.2M | $1.4M | 1.87% | -- | 2026-03-31 |
| 14 | VUG | VANGUARD INDEX FDS | 2.2K | $976K | $1.1M | 1.57% | +6 | 2026-03-31 |
| 15 | AAPL | APPLE INC | 3.7K | $949K | $1.2M | 1.59% | -113 | 2026-03-31 |
| 16 | IVV | ISHARES TR | 1.2K | $793K | $911K | 1.25% | -- | 2026-03-31 |
| 17 | VYM | VANGUARD WHITEHALL FDS | 4.4K | $650K | $711K | 0.98% | -- | 2026-03-31 |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | 8.2K | $444K | $483K | 0.66% | -135 | 2026-03-31 |
| 19 | IJH | ISHARES TR | 5.5K | $368K | $410K | 0.56% | -- | 2026-03-31 |
| 20 | DVY | ISHARES TR | 2.4K | $355K | $378K | 0.52% | +480 | 2026-03-31 |
| 21 | VGSH | VANGUARD SCOTTSDALE FDS | 6.0K | $352K | $349K | 0.48% | -338 | 2026-03-31 |
| 22 | TBG | EA SERIES TRUST | 9.9K | $343K | $375K | 0.51% | +2.0K | 2026-03-31 |
| 23 | IMTB | ISHARES TR | 7.1K | $311K | $305K | 0.42% | -- | 2026-03-31 |
| 24 | IDEV | ISHARES TR | 3.7K | $310K | $336K | 0.46% | -- | 2026-03-31 |
| 25 | META | META PLATFORMS INC | 411 | $235K | $229K | 0.31% | +60 | 2026-03-31 |
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