Charis Legacy Partners, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $14.86M | 21.9% |
| VANGUARD STAR FDS | $13.38M | 19.7% |
| VANGUARD INDEX FDS | $5.64M | 8.3% |
| VANGUARD INDEX FDS | $5.45M | 8.0% |
| VANGUARD BD INDEX FDS | $4.34M | 6.4% |
| WISDOMTREE TR | $4.32M | 6.4% |
| INVESCO EXCHANGE TRADED FD T | $2.28M | 3.4% |
| VANGUARD INTL EQUITY INDEX F | $2.25M | 3.3% |
| KLA CORP | $2.23M | 3.3% |
| VANGUARD TAX-MANAGED FDS | $2.12M | 3.1% |
| VANGUARD CHARLOTTE FDS | $1.96M | 2.9% |
| VANGUARD INDEX FDS | $1.58M | 2.3% |
| VANGUARD INDEX FDS | $1.09M | 1.6% |
| Apple Inc. | $1.05M | 1.5% |
| CATERPILLAR INC | $956.7K | 1.4% |
| ISHARES TR | $832.2K | 1.2% |
| VANGUARD WHITEHALL FDS | $630.5K | 0.9% |
| VANGUARD INTL EQUITY INDEX F | $448.9K | 0.7% |
| VANGUARD SCOTTSDALE FDS | $373.3K | 0.6% |
| ISHARES TR | $360.4K | 0.5% |
| ISHARES TR | $313.8K | 0.5% |
| iShares MSCI UAE ETF | $306.0K | 0.5% |
| ISHARES TR | $264.0K | 0.4% |
| EA SERIES TRUST | $260.6K | 0.4% |
| Meta Platforms Inc | $231.9K | 0.3% |
| Warren E. Buffett | $222.7K | 0.3% |