Instuitional Investor - Charis Legacy Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Charis Legacy Partners, Llc |
| Portfolio Value | $67,758,440 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 23,694 | $14,859,193 | 21.93% | |
| 2. | Vanguard Star Fds | 177,377 | $13,381,313 | 19.75% | |
| 3. | Vanguard Index Fds - EXTEND MKT ETF | 26,964 | $5,638,701 | 8.32% | |
| 4. | Vanguard Index Fds | 16,257 | $5,450,536 | 8.04% | |
| 5. | BND | 58,600 | $4,340,513 | 6.41% |