Filer Name: CHARIS LEGACY PARTNERS, LLC
CIK: 2056602
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 20
Portfolio Value: $0.05B

Charis Legacy Partners, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VOO US VANGUARD S&P 500 ETF 19,168 $10M 21.08% - -
VXUS US VANGUARD TOTAL INTL STOCK 150,318 $9M 18.08% - -
VXF US VANGUARD EXTENDED MARKET ETF 26,698 $5M 10.35% - -
VTI US VANGUARD TOTAL STOCK MKT ETF 17,173 $5M 10.16% - -
BND US VANGUARD TOTAL BOND MARKET 56,694 $4M 8.32% - -
RSP US INVESCO S&P 500 EQUAL WEIGHT 13,985 $2M 5.00% - -
BNDX US VANGUARD TOTAL INTL BOND ETF 37,198 $2M 3.72% - -
VEA US VANGUARD FTSE DEVELOPED ETF 35,202 $2M 3.44% - -
VTV US VANGUARD VALUE ETF 9,524 $2M 3.29% - -
VEU US VANGUARD FTSE ALL-WORLD EX-U 27,953 $2M 3.28% - -
KLAC US KLA CORP 1,854 $1M 2.38% - -
AAPL US APPLE INC 4,095 $1M 2.09% - -
VUG US VANGUARD GROWTH ETF 2,013 $1M 1.69% - -
IVV US ISHARES CORE S&P 500 ETF 1,215 $1M 1.46% - -
VYM US VANGUARD HIGH DVD YIELD ETF 4,912 $1M 1.28% - -
CAT US CATERPILLAR INC 1,670 $1M 1.24% - -
VGSH US VANGUARD SHORT-TERM TREASURY 8,664 $1M 1.03% - -
VWO US VANGUARD FTSE EMERGING MARKE 9,068 $0M 0.82% - -
USFR US WISDOMTREE FLOATING RATE TRE 7,254 $0M 0.75% - -
IJH US ISHARES CORE S&P MIDCAP ETF 4,305 $0M 0.55% - -
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