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CIK: 0002056602
Total reported value
$81.3M
$81.3M
26 檔
42.2%
As reported in its official Q1 2025 Form 13F filing, Charis Legacy Partners, LLC's tracked investment portfolio stood at $81.3M with 26 total positions.
During Q1 2025, Charis Legacy Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 23.44% | -0.19% | +25.68% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 17.82% | -0.94% | +0.81% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.19% | -0.15% | +2.86% | |
| 4 | VXF | Vanguard Extended Market ETF | ETF-Other | 8.39% | +0.26% | -3.58% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 6.11% | +0.58% | -22.55% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.58% | -0.19% | -0.03% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.59% | -0.21% | +6.04% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.58% | -0.23% | +11.53% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 3.15% | -0.26% | +1.03% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.91% | +0.25% | -15.47% | |
| 11 | KLAC | Kla CORP | Stock-Tech | 2.64% | +2.86% | +10.79% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.07% | -0.10% | +20.15% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 1.55% | -0.06% | +9.69% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.29% | -0.04% | — | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.25% | -0.10% | +4.15% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.17% | — | — | |
| 17 | CAT | Caterpillar Inc | Stock-Industrials | 1.04% | +0.46% | — | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 0.99% | — | — | |
| 19 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.94% | -0.13% | -2.77% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.85% | -0.05% | +9.90% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.73% | — | — | |
| 22 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.73% | — | — | |
| 23 | IMTB | Ishares Core 5-10 Year Usd | ETF-Other | 0.58% | -0.08% | — | |
| 24 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.48% | -0.04% | — | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.48% | -0.02% | — | |
| 26 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.45% | -2.05% | -35.37% |
According to official SEC Form 13F filings, Charis Legacy Partners, LLC reported a total U.S. public equity portfolio value of $81.3M across 26 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VXUS, VTI) accounted for 42.2% of total reported equity market value during Q1 2025.
During Q1 2025, Charis Legacy Partners, LLC's top holdings by market value included VOO (23.4%)、VXUS (17.8%)、VTI (9.2%). The largest single position, VOO, represented 23.4% of total portfolio value.
In Q1 2025, Charis Legacy Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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