Instuitional Investor - Charis Legacy Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Charis Legacy Partners, Llc |
| Portfolio Value | $67,030,434 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 23,842 | $14,600,568 | 21.78% | |
| 2. | Vanguard Star Fds | 169,708 | $12,466,779 | 18.6% | |
| 3. | Vanguard Index Fds - EXTEND MKT ETF | 26,174 | $5,479,217 | 8.17% | |
| 4. | Vanguard Index Fds | 16,457 | $5,400,661 | 8.06% | |
| 5. | BND | 55,032 | $4,092,738 | 6.11% |
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