CL

Charis Legacy Partners, LLC

13F
Charis Legacy Partners, LLC
Last update 2025-07-08 26 Stocks (0 new)
Value $61.00 Mil Turnover 6 %
Countries:
Top Holdings: VOO(23.34%)VXUS(18.17%)VTI(8.76%)VXF(8.41%)BND(5.52%)
Summary Stock Picks Current Portfolio
Charis Legacy Partners, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
24,947
14,170.8
+3.55%
23.340
+0.80%
0.000
+16.28%
+7.30%
657,890.3
 
VXUS
Vanguard Total International Stock
159,642
11,029.7
+5.35%
18.170
+0.92%
0.010
+14.63%
+18.41%
91,985.2
 
VTI
Vanguard Total Stock Market ETF
17,492
5,316.2
-0.97%
8.760
-0.09%
0.000
+16.85%
+6.87%
474,502.7
 
VXF
Vanguard Extended Market Index ETF
26,484
5,103.8
+2.88%
8.410
+0.24%
0.020
+22.01%
+4.64%
21,436.9
 
BND
Vanguard Total Bond Market ETF
45,513
3,351.1
+3.65%
5.520
+0.19%
0.000
+1.48%
+3.19%
127,391.0
 
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
52,484
2,640.4
+1,019.54%
4.350
+3.96%
0.010
+1.13%
+2.29%
18,622.2
 
RSP
Invesco S&P 500 Equal Weight ETF
13,981
2,541.0
0%
4.190
0%
0.000
+12.96%
+6.29%
74,185.5
 
VEU
Vanguard FTSE All-World ex-US ETF
31,559
2,121.4
+1.23%
3.490
+0.04%
0.000
+14.24%
+18.18%
44,201.7
 
VEA
Vanguard FTSE Developed Markets ETF
34,815
1,984.8
-6.73%
3.270
-0.24%
0.000
+14.83%
+20.57%
158,442.0
 
KLAC
KLA Corp
1,938
1,735.9
-5.65%
2.860
-0.15%
0.000
+37.93%
+46.98%
121,905.4
Semiconductors

Charis Legacy Partners, LLC's Historical Top Holdings Breakdowns

Charis Legacy Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
2025-06-30
Add
Add
+3.96%
●
50.29 ($50.37) 50.47
$50.40
0.06%
Add 1019.54%
52,484
47,796
VXUS
Vanguard Total International Stock
2025-06-30
Add
Add
+0.92%
●
55.54 ($64.89) 69.09
$69.07
6.44%
Add 5.35%
159,642
8,103
VOO
Vanguard S&P 500 ETF
2025-06-30
Add
Add
+0.80%
●
456.74 ($525.37) 568.03
$574.35
9.32%
Add 3.55%
24,947
856
SCHD
Schwab US Dividend Equity ETF
2025-06-30
Reduce
Reduce
-0.50%
●
24.32 ($26.14) 27.96
$27.31
4.48%
Reduce -43.15%
12,531
-9,511
VEA
Vanguard FTSE Developed Markets ETF
2025-06-30
Reduce
Reduce
-0.24%
●
45.65 ($53.52) 57.01
$56.94
6.39%
Reduce -6.73%
34,815
-2,513
VXF
Vanguard Extended Market Index ETF
2025-06-30
Add
Add
+0.24%
●
150.43 ($177.5) 192.71
$197.57
11.31%
Add 2.88%
26,484
742
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
2025-06-30
Reduce
Reduce
-0.21%
●
114.78 ($126.73) 133.31
$135.04
6.56%
Reduce -17.18%
4,237
-879
BND
Vanguard Total Bond Market ETF
2025-06-30
Add
Add
+0.19%
●
71.88 ($72.74) 73.82
$72.79
0.07%
Add 3.65%
45,513
1,604
KLAC
KLA Corp
2025-06-30
Reduce
Reduce
-0.15%
●
576.53 ($751.16) 902.94
$921.84
22.72%
Reduce -5.65%
1,938
-116
VTI
Vanguard Total Stock Market ETF
2025-06-30
Reduce
Reduce
-0.09%
●
243.75 ($281.15) 303.93
$307.72
9.45%
Reduce -0.97%
17,492
-172

Charis Legacy Partners, LLC Total Holding History ($B)

To

Charis Legacy Partners, LLC's Asset Allocation

To

Charis Legacy Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Charis Legacy Partners, LLC's Hypothetical Growth since 2025-06-30

Charis Legacy Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Charis Legacy Partners, LLC's Holdings Heat Map

Size field:

Charis Legacy Partners, LLC's Holdings Bubble Chart

Charis Legacy Partners, LLC News

  • 1

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