Instuitional Investor - Charis Legacy Partners, Llc
Fund Profile
Filing Period:
Fund Name: | Charis Legacy Partners, Llc |
Portfolio Value | $48,992,140 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 19,168 | $10,327,787 | 21.08% | |
2. | Vanguard Star Fds | 150,318 | $8,858,218 | 18.08% | |
3. | Vanguard Index Fds | 26,698 | $5,072,157 | 10.35% | |
4. | Vanguard Index Fds | 17,173 | $4,976,991 | 10.15% | |
5. | BND | 56,694 | $4,076,860 | 8.32% |