Charis Legacy Partners, LLC Q1 2025 Filing
Filed April 15, 2025
Portfolio Value
$52.8B
Holdings
26
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 24,091 | $12.4B | 23.44% | |
| 2 | VXUSVANGUARD STAR FDS | 151,539 | $9.4B | 17.82% | |
| 3 | VTIVANGUARD INDEX FDS | 17,664 | $4.9B | 9.19% | |
| 4 | VXFVANGUARD INDEX FDS | 25,742 | $4.4B | 8.39% | |
| 5 | BNDVANGUARD BD INDEX FDS | 43,909 | $3.2B | 6.11% | |
| 6 | RSPINVESCO EXCHANGE TRADED FD T | 13,981 | $2.4B | 4.58% | |
| 7 | VEAVANGUARD TAX-MANAGED FDS | 37,328 | $1.9B | 3.59% | |
| 8 | VEUVANGUARD INTL EQUITY INDEX F | 31,176 | $1.9B | 3.58% | |
| 9 | VTVVANGUARD INDEX FDS | 9,622 | $1.7B | 3.15% | |
| 10 | BNDXVANGUARD CHARLOTTE FDS | 31,444 | $1.5B | 2.91% | |
| 11 | KLACKLA CORP | 2,054 | $1.4B | 2.64% | |
| 12 | AAPLAPPLE INC | 4,920 | $1.1B | 2.07% | |
| 13 | VUGVANGUARD INDEX FDS | 2,208 | $818.9M | 1.55% | |
| 14 | IVVISHARES TR | 1,215 | $682.7M | 1.29% | |
| 15 | VYMVANGUARD WHITEHALL FDS | 5,116 | $659.8M | 1.25% | |
| 16 | SCHDSCHWAB STRATEGIC TR | 22,042 | $616.3M | 1.17% | |
| 17 | CATCATERPILLAR INC | 1,670 | $550.8M | 1.04% | |
| 18 | VBVANGUARD INDEX FDS | 2,367 | $525.0M | 0.99% | |
| 19 | VGSHVANGUARD SCOTTSDALE FDS | 8,424 | $494.4M | 0.94% | |
| 20 | VWOVANGUARD INTL EQUITY INDEX F | 9,966 | $451.1M | 0.85% | |
| 21 | ABBVABBVIE INC | 1,848 | $387.1M | 0.73% | |
| 22 | VSSVANGUARD INTL EQUITY INDEX F | 3,316 | $383.3M | 0.73% | |
| 23 | IMTBISHARES TR | 7,100 | $308.1M | 0.58% | |
| 24 | IDEVISHARES TR | 3,710 | $255.6M | 0.48% | |
| 25 | IJHISHARES TR | 4,305 | $251.2M | 0.48% | |
| 26 | USFRWISDOMTREE TR | 4,688 | $236.0M | 0.45% |