Instuitional Investor - Charis Legacy Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Charis Legacy Partners, Llc |
| Portfolio Value | $52,822,456 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 24,091 | $12,380,853 | 23.44% | |
| 2. | Vanguard Star Fds | 151,539 | $9,410,566 | 17.82% | |
| 3. | Vanguard Index Fds | 17,664 | $4,854,672 | 9.19% | |
| 4. | Vanguard Index Fds - EXTEND MKT ETF | 25,742 | $4,434,345 | 8.39% | |
| 5. | BND | 43,909 | $3,225,127 | 6.11% |
