Charis Legacy Partners, LLC Q3 2025 Filing
Filed October 8, 2025
Portfolio Value
$67.0B
Holdings
29
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 23,842 | $14.6B | 21.78% | |
| 2 | VXUSVANGUARD STAR FDS | 169,708 | $12.5B | 18.60% | |
| 3 | VXFVANGUARD INDEX FDS | 26,174 | $5.5B | 8.17% | |
| 4 | VTIVANGUARD INDEX FDS | 16,457 | $5.4B | 8.06% | |
| 5 | BNDVANGUARD BD INDEX FDS | 55,032 | $4.1B | 6.11% | |
| 6 | USFRWISDOMTREE TR | 77,763 | $3.9B | 5.83% | |
| 7 | VEUVANGUARD INTL EQUITY INDEX F | 32,381 | $2.3B | 3.45% | |
| 8 | RSPINVESCO EXCHANGE TRADED FD T | 11,876 | $2.3B | 3.36% | |
| 9 | VEAVANGUARD TAX-MANAGED FDS | 34,947 | $2.1B | 3.12% | |
| 10 | KLACKLA CORP | 1,938 | $2.1B | 3.12% | |
| 11 | BNDXVANGUARD CHARLOTTE FDS | 37,179 | $1.8B | 2.74% | |
| 12 | VTVVANGUARD INDEX FDS | 9,745 | $1.8B | 2.71% | |
| 13 | AAPLAPPLE INC | 4,786 | $1.2B | 1.82% | |
| 14 | VUGVANGUARD INDEX FDS | 2,257 | $1.1B | 1.62% | |
| 15 | IVVISHARES TR | 1,215 | $813.2M | 1.21% | |
| 16 | CATCATERPILLAR INC | 1,670 | $796.8M | 1.19% | |
| 17 | VYMVANGUARD WHITEHALL FDS | 4,237 | $597.2M | 0.89% | |
| 18 | VWOVANGUARD INTL EQUITY INDEX F | 9,207 | $498.8M | 0.74% | |
| 19 | ABBVABBVIE INC | 2,108 | $488.2M | 0.73% | |
| 20 | VGSHVANGUARD SCOTTSDALE FDS | 7,158 | $421.2M | 0.63% | |
| 21 | VBVANGUARD INDEX FDS | 1,549 | $393.8M | 0.59% | |
| 22 | METAMETA PLATFORMS INC | 487 | $357.6M | 0.53% | |
| 23 | IJHISHARES TR | 5,460 | $356.3M | 0.53% | |
| 24 | VSSVANGUARD INTL EQUITY INDEX F | 2,366 | $337.3M | 0.50% | |
| 25 | IMTBISHARES TR | 7,100 | $313.9M | 0.47% | |
| 26 | IDEVISHARES TR | 3,710 | $297.4M | 0.44% | |
| 27 | BRK/BBERKSHIRE HATHAWAY INC DEL | 529 | $265.9M | 0.40% | |
| 28 | IJRISHARES TR | 1,945 | $231.1M | 0.34% | |
| 29 | AMZNAMAZON COM INC | 941 | $206.6M | 0.31% |