Charis Legacy Partners, LLC

Est. AUM

$68.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$14.5M	24290	21.23%	SOLE
2	VANGUARD STAR FDS	VG TL INTL STK F	$14.1M	182621	20.60%	SOLE
3	VANGUARD INDEX FDS	TOTAL STK MKT	$5.7M	17618	8.27%	SOLE
4	VANGUARD INDEX FDS	EXTEND MKT ETF	$5.5M	26657	8.02%	SOLE
5	WISDOMTREE TR	FLOATNG RAT TREA	$4.4M	86472	6.37%	SOLE
6	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$4.0M	54420	5.86%	SOLE
7	KLA CORP	COM NEW	$2.7M	1838	3.96%	SOLE
8	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.3M	30365	3.33%	SOLE
9	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.1M	32210	3.02%	SOLE
10	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.1M	10731	3.01%	SOLE
11	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$2.0M	40818	2.87%	SOLE
12	VANGUARD INDEX FDS	VALUE ETF	$1.5M	7739	2.22%	SOLE
13	CATERPILLAR INC	COM	$1.2M	1670	1.73%	SOLE
14	VANGUARD INDEX FDS	GROWTH ETF	$977K	2236	1.43%	SOLE
15	APPLE INC	COM	$949K	3741	1.39%	SOLE
16	ISHARES TR	CORE S&P500 ETF	$794K	1215	1.16%	SOLE
17	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$651K	4393	0.95%	SOLE
18	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$444K	8216	0.65%	SOLE
19	ISHARES TR	CORE S&P MCP ETF	$369K	5460	0.54%	SOLE
20	ISHARES TR	SELECT DIVID ETF	$356K	2351	0.52%	SOLE
21	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$352K	6018	0.51%	SOLE
22	EA SERIES TRUST	TBG DIVIDEND FOC	$343K	9853	0.50%	SOLE
23	ISHARES TR	CR 5 10 YR ETF	$311K	7100	0.45%	SOLE
24	ISHARES TR	CORE MSCI INTL	$310K	3710	0.45%	SOLE
25	META PLATFORMS INC	CL A	$235K	411	0.34%	SOLE
26	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$212K	443	0.31%	SOLE
27	PHILLIPS 66	COM	$204K	1120	0.30%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.