The Analysis of Charis Legacy Partners, LLC's Holdings
Currently, Charis Legacy Partners, LLC holds 26 types of securities in its portfolio with a total value $67.8M. In the most recent quarter, they have increased their positions in VXUS (+7.7K shares, valued at $578.5K), USFR (+8.2K shares, valued at $410.8K), BND (+3.6K shares, valued at $264.3K); decreased their positions in VTV (-1.5K shares, valued at $285.2K), AAPL (-932 shares, valued at $253.4K), VEU (-1.8K shares, valued at $133.6K); initiated new positions in DVY (+1.9K shares, valued at $264.0K), TBG (+7.8K shares, valued at $260.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VXUS VANGUARD STAR FDS177.4K shares4.52%2025-12-312026-01-08
VXF VANGUARD INDEX FDS27.0K shares3.02%2025-12-312026-01-08 VTI VANGUARD INDEX FDS16.3K shares-1.22%2025-12-312026-01-08 BND VANGUARD BD INDEX FDS58.6K shares6.48%2025-12-312026-01-08 USFR WISDOMTREE TR85.9K shares10.50%2025-12-312026-01-08 VEU VANGUARD INTL EQUITY INDEX F30.6K shares-5.61%2025-12-312026-01-08 KLAC KLA CORP1.8K shares-5.16%2025-12-312026-01-08 VEA VANGUARD TAX-MANAGED FDS34.0K shares-2.84%2025-12-312026-01-08 BNDX VANGUARD CHARLOTTE FDS40.7K shares9.37%2025-12-312026-01-08 VTV VANGUARD INDEX FDS8.3K shares-15.32%2025-12-312026-01-08 VUG VANGUARD INDEX FDS2.2K shares-1.20%2025-12-312026-01-08 AAPL APPLE INC3.9K shares-19.47%2025-12-312026-01-08 CAT CATERPILLAR INC1.7K shares0.00%2025-12-312026-01-08 IVV ISHARES TR1.2K shares0.00%2025-12-312026-01-08 VYM VANGUARD WHITEHALL FDS4.4K shares3.68%2025-12-312026-01-08 VWO VANGUARD INTL EQUITY INDEX F8.4K shares-9.30%2025-12-312026-01-08 VGSH VANGUARD SCOTTSDALE FDS6.4K shares-11.20%2025-12-312026-01-08 IJH ISHARES TR5.5K shares0.00%2025-12-312026-01-08 IMTB ISHARES TR7.1K shares0.00%2025-12-312026-01-08 IDEV ISHARES TR3.7K shares0.00%2025-12-312026-01-08 DVY ISHARES TR1.9K sharesnew addition2025-12-312026-01-08 TBG EA SERIES TRUST7.8K sharesnew addition2025-12-312026-01-08 META META PLATFORMS INC351 shares-27.93%2025-12-312026-01-08 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available