Charis Legacy Partners, LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$49.0B
Holdings
20
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 19,168 | $10.3B | 21.08% | |
| 2 | VXUSVANGUARD STAR FDS | 150,318 | $8.9B | 18.08% | |
| 3 | VXFVANGUARD INDEX FDS | 26,698 | $5.1B | 10.35% | |
| 4 | VTIVANGUARD INDEX FDS | 17,173 | $5.0B | 10.16% | |
| 5 | BNDVANGUARD BD INDEX FDS | 56,694 | $4.1B | 8.32% | |
| 6 | RSPINVESCO EXCHANGE TRADED FD T | 13,985 | $2.5B | 5.00% | |
| 7 | BNDXVANGUARD CHARLOTTE FDS | 37,198 | $1.8B | 3.72% | |
| 8 | VEAVANGUARD TAX-MANAGED FDS | 35,202 | $1.7B | 3.44% | |
| 9 | VTVVANGUARD INDEX FDS | 9,524 | $1.6B | 3.29% | |
| 10 | VEUVANGUARD INTL EQUITY INDEX F | 27,953 | $1.6B | 3.28% | |
| 11 | KLACKLA CORP | 1,854 | $1.2B | 2.38% | |
| 12 | AAPLAPPLE INC | 4,095 | $1.0B | 2.09% | |
| 13 | VUGVANGUARD INDEX FDS | 2,013 | $826.2M | 1.69% | |
| 14 | IVVISHARES TR | 1,215 | $715.2M | 1.46% | |
| 15 | VYMVANGUARD WHITEHALL FDS | 4,912 | $626.8M | 1.28% | |
| 16 | CATCATERPILLAR INC | 1,670 | $605.8M | 1.24% | |
| 17 | VGSHVANGUARD SCOTTSDALE FDS | 8,664 | $504.1M | 1.03% | |
| 18 | VWOVANGUARD INTL EQUITY INDEX F | 9,068 | $399.4M | 0.82% | |
| 19 | USFRWISDOMTREE TR | 7,254 | $365.0M | 0.75% | |
| 20 | IJHISHARES TR | 4,305 | $268.2M | 0.55% |