13F-HR filed by Charis Legacy Partners, LLC
Charis Legacy Partners, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-15, with 26 holding rows worth $52,822,456.
- Accession
- 0001754960-25-000193
- Filer
- CIK 2056602
- Filed
- 2025-04-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 26 entries on the cover page, a total value of $52,822,456 stated on the cover page (in dollars after the unit check, H1), rows summing to $52,822,456 with VALUE read as dollars as filed, 13F file number 028-25093. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | 922908363 | COM | 24,091 | $12,380,853 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 151,539 | $9,410,566 | dollars as filed | |
| VTI | 922908769 | COM | 17,664 | $4,854,672 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 25,742 | $4,434,345 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 43,909 | $3,225,127 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 13,981 | $2,421,888 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 37,328 | $1,897,368 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 31,176 | $1,891,136 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 9,622 | $1,662,075 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 31,444 | $1,535,109 | dollars as filed | |
| KLA CORP | 482480100 | COM | 2,054 | $1,396,309 | dollars as filed | |
| Apple Inc | 037833100 | COM | 4,920 | $1,092,826 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 2,208 | $818,862 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,215 | $682,709 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 5,116 | $659,755 | dollars as filed | |
| SCHD | 808524797 | COM | 22,042 | $616,295 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 1,670 | $550,766 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 2,367 | $524,964 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 8,424 | $494,405 | dollars as filed | |
| VWO | 922042858 | SHS | 9,966 | $451,078 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,848 | $387,120 | dollars as filed | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 3,316 | $383,330 | dollars as filed | |
| ISHARES TR | 46435G417 | CR 5 10 YR ETF | 7,100 | $308,150 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 3,710 | $255,582 | dollars as filed | |
| IJH | 464287507 | COM | 4,305 | $251,197 | dollars as filed | |
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 4,688 | $235,969 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-25-000193 | this filing | 2025-04-15 | acceptance time not in the bulk data set |