Charis Legacy Partners, LLC Top Holdings and 13F Report (2025) About Charis Legacy Partners, LLCInvestment ActivityCharis Legacy Partners, LLC has $52.82 million in total holdings as of March 31, 2025.Charis Legacy Partners, LLC owns shares of 26 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 11.35% of the portfolio was purchased this quarter.About 2.89% of the portfolio was sold this quarter.This quarter, Charis Legacy Partners, LLC has purchased 20 new stocks and bought additional shares in 11 stocks.Charis Legacy Partners, LLC sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $12,380,853Vanguard Total International Stock ETF $9,410,566Vanguard Total Stock Market ETF $4,854,672Vanguard Extended Market ETF $4,434,345Vanguard Total Bond Market ETF $3,225,127 Largest New Holdings this Quarter 808524797 - Schwab US Dividend Equity ETF $616,295 Holding922908751 - Vanguard Small-Cap ETF $524,964 Holding00287Y109 - AbbVie $387,120 Holding922042718 - Vanguard FTSE All-World ex-US Small-Cap ETF $383,330 Holding46435G417 - iShares Core 5-10 Year USD Bond ETF $308,150 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 4,923 shares (about $2.53M)Schwab US Dividend Equity ETF 22,042 shares (about $616.30K)Vanguard Small-Cap ETF 2,367 shares (about $524.96K)AbbVie 1,848 shares (about $387.12K)Vanguard FTSE All-World ex-US Small-Cap ETF 3,316 shares (about $383.33K) Largest Sales this Quarter Vanguard Total Bond Market ETF 12,785 shares (about $939.06K)Vanguard Total International Bond ETF 5,754 shares (about $280.91K)Vanguard Extended Market ETF 956 shares (about $164.68K)WisdomTree Bloomberg Floating Rate Treasury Fund 2,566 shares (about $129.16K)Vanguard Short-Term Treasury Index ETF 240 shares (about $14.09K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCharis Legacy Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$12,380,853$2,530,029 ▲25.7%24,09123.4%ETFVXUSVanguard Total International Stock ETF$9,410,566$75,824 ▲0.8%151,53917.8%ETFVTIVanguard Total Stock Market ETF$4,854,672$134,944 ▲2.9%17,6649.2%ETFVXFVanguard Extended Market ETF$4,434,345$164,682 ▼-3.6%25,7428.4%ETFBNDVanguard Total Bond Market ETF$3,225,127$939,061 ▼-22.6%43,9096.1%ETFRSPInvesco S&P 500 Equal Weight ETF$2,421,888$693 ▼0.0%13,9814.6%ETFVEAVanguard FTSE Developed Markets ETF$1,897,368$108,064 ▲6.0%37,3283.6%ETFVEUVanguard FTSE All-World ex-US ETF$1,891,136$195,507 ▲11.5%31,1763.6%ETFVTVVanguard Value ETF$1,662,075$16,928 ▲1.0%9,6223.1%ETFBNDXVanguard Total International Bond ETF$1,535,109$280,913 ▼-15.5%31,4442.9%ETFKLACKLA$1,396,309$135,960 ▲10.8%2,0542.6%Computer and TechnologyAAPLApple$1,092,826$183,248 ▲20.1%4,9202.1%Computer and TechnologyVUGVanguard Growth ETF$818,862$72,318 ▲9.7%2,2081.6%ETFIVViShares Core S&P 500 ETF$682,7090.0%1,2151.3%ETFVYMVanguard High Dividend Yield ETF$659,755$26,308 ▲4.2%5,1161.2%ETFSCHDSchwab US Dividend Equity ETF$616,295$616,295 ▲New Holding22,0421.2%ETFCATCaterpillar$550,7660.0%1,6701.0%IndustrialsVBVanguard Small-Cap ETF$524,964$524,964 ▲New Holding2,3671.0%ETFVGSHVanguard Short-Term Treasury Index ETF$494,405$14,086 ▼-2.8%8,4240.9%ETFVWOVanguard FTSE Emerging Markets ETF$451,078$40,645 ▲9.9%9,9660.9%ETFABBVAbbVie$387,120$387,120 ▲New Holding1,8480.7%MedicalVSSVanguard FTSE All-World ex-US Small-Cap ETF$383,330$383,330 ▲New Holding3,3160.7%ETFIMTBiShares Core 5-10 Year USD Bond ETF$308,150$308,150 ▲New Holding7,1000.6%ETFIDEViShares Core MSCI International Developed Markets ETF$255,582$255,582 ▲New Holding3,7100.5%ETFIJHiShares Core S&P Mid-Cap ETF$251,1970.0%4,3050.5%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$235,969$129,159 ▼-35.4%4,6880.4%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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