Charis Legacy Partners, LLC
CIK: 0002056602SEC EDGAR →
Portfolio Value
$48.4M
Holdings
26
As of
Q4 2025
New Positions
4
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD STAR FDS | 177,377 | $13.4M | 27.63% |
| 2 | VANGUARD INDEX FDS | 26,964 | $5.6M | 11.64% |
| 3 | VANGUARD INDEX FDS | 16,257 | $5.5M | 11.25% |
| 4 | VANGUARD BD INDEX FDS | 58,600 | $4.3M | 8.96% |
| 5 | WISDOMTREE TR | 85,926 | $4.3M | 8.93% |
| 6 | INVESCO EXCHANGE TRADED FD T | 11,924 | $2.3M | 4.72% |
| 7 | VANGUARD INTL EQUITY INDEX F | 30,565 | $2.2M | 4.64% |
| 8 | VANGUARD TAX-MANAGED FDS | 33,953 | $2.1M | 4.38% |
| 9 | VANGUARD CHARLOTTE FDS | 40,663 | $2.0M | 4.06% |
| 10 | VANGUARD INDEX FDS | 8,252 | $1.6M | 3.25% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 20 | $47.1M | 97.3% |
| Technology | 2 | $1.0M | 2.2% |
| Unknown | 2 | $264K | 0.5% |
| Industrials | 1 | $956 | 0.0% |
| Communication Services | 1 | $231 | 0.0% |