Instuitional Investor - Charis Legacy Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Charis Legacy Partners, Llc |
| Portfolio Value | $60,710,693 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 24,947 | $14,170,768 | 23.34% | |
| 2. | Vanguard Star Fds | 159,642 | $11,029,668 | 18.17% | |
| 3. | Vanguard Index Fds | 17,492 | $5,316,214 | 8.76% | |
| 4. | Vanguard Index Fds - EXTEND MKT ETF | 26,484 | $5,103,782 | 8.41% | |
| 5. | BND | 45,513 | $3,351,120 | 5.52% |
