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The Analysis of Charis Legacy Partners, LLC's Holdings & P&L

Currently, Charis Legacy Partners, LLC holds 27 types of securities in its portfolio with a total value $68.4M. In the most recent quarter, they have increased their positions in VTI (+1.4K shares, valued at $436.6K), VXUS (+5.2K shares, valued at $404.4K), N/A (+596 shares, valued at $356.1K); decreased their positions in BND (-4.2K shares, valued at $307.8K), N/A (-1.2K shares, valued at $229.0K), VEA (-1.7K shares, valued at $111.7K); initiated new positions in PSX (+1.1K shares, valued at $204.0K).

1M P&L

+2.9M+3.35%

3M P&L

+3.6M+4.23%

HY P&L

+13.9M+18.72%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A46.3M

89.8%

2Semiconductor Equipment & Materials2.7M

5.2%

3Farm & Heavy Construction Machinery1.2M

2.3%

Top Industries by Stock Count

1N/A19 stocks

79.2%

2Consumer Electronics1 stocks

4.2%

3Farm & Heavy Construction Machinery1 stocks

4.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS24.3K shares2.52%2026-03-312026-04-08

VXUS VANGUARD STAR FDS182.6K shares2.96%2026-03-312026-04-08

VTI VANGUARD INDEX FDS17.6K shares8.37%2026-03-312026-04-08

VXF VANGUARD INDEX FDS26.7K shares-1.14%2026-03-312026-04-08

USFR WISDOMTREE TR86.5K shares0.64%2026-03-312026-04-08

BND VANGUARD BD INDEX FDS54.4K shares-7.13%2026-03-312026-04-08

KLAC KLA CORP1.8K shares0.00%2026-03-312026-04-08

VEU VANGUARD INTL EQUITY INDEX F30.4K shares-0.65%2026-03-312026-04-08

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VEA VANGUARD TAX-MANAGED FDS32.2K shares-5.13%2026-03-312026-04-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.7K shares-10.01%2026-03-312026-04-08

BNDX VANGUARD CHARLOTTE FDS40.8K shares0.38%2026-03-312026-04-08

VTV VANGUARD INDEX FDS7.7K shares-6.22%2026-03-312026-04-08

CAT CATERPILLAR INC1.7K shares0.00%2026-03-312026-04-08

VUG VANGUARD INDEX FDS2.2K shares0.27%2026-03-312026-04-08

AAPL APPLE INC3.7K shares-2.93%2026-03-312026-04-08

IVV ISHARES TR1.2K shares0.00%2026-03-312026-04-08

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VYM VANGUARD WHITEHALL FDS4.4K shares0.00%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F8.2K shares-1.62%2026-03-312026-04-08

IJH ISHARES TR5.5K shares0.00%2026-03-312026-04-08

DVY ISHARES TR2.4K shares25.65%2026-03-312026-04-08

VGSH VANGUARD SCOTTSDALE FDS6.0K shares-5.32%2026-03-312026-04-08

TBG EA SERIES TRUST9.9K shares26.26%2026-03-312026-04-08

IMTB ISHARES TR7.1K shares0.00%2026-03-312026-04-08

IDEV ISHARES TR3.7K shares0.00%2026-03-312026-04-08

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META META PLATFORMS INC411 shares17.09%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL443 shares0.00%2026-03-312026-04-08

PSX PHILLIPS 661.1K sharesnew addition2026-03-312026-04-08

VANGUARD INDEX FDS

2.52%

Shares24.3K

Event2026-03-31

Filed2026-04-08

VXUS

VANGUARD STAR FDS

2.96%

Shares182.6K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

8.37%

Shares17.6K

Event2026-03-31

Filed2026-04-08

VXF

VANGUARD INDEX FDS

-1.14%

Shares26.7K

Event2026-03-31

Filed2026-04-08

USFR

WISDOMTREE TR

0.64%

Shares86.5K

Event2026-03-31

Filed2026-04-08

BND

VANGUARD BD INDEX FDS

-7.13%

Shares54.4K

Event2026-03-31

Filed2026-04-08

KLAC

KLA CORP

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-08

VEU

VANGUARD INTL EQUITY INDEX F

-0.65%

Shares30.4K

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

-5.13%

Shares32.2K

Event2026-03-31

Filed2026-04-08

INVESCO EXCHANGE TRADED FD T

-10.01%

Shares10.7K

Event2026-03-31

Filed2026-04-08

BNDX

VANGUARD CHARLOTTE FDS

0.38%

Shares40.8K

Event2026-03-31

Filed2026-04-08

VTV

VANGUARD INDEX FDS

-6.22%

Shares7.7K

Event2026-03-31

Filed2026-04-08

CAT

CATERPILLAR INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-08

VUG

VANGUARD INDEX FDS

0.27%

Shares2.2K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

-2.93%

Shares3.7K

Event2026-03-31

Filed2026-04-08

IVV

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-08

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-08

VWO

VANGUARD INTL EQUITY INDEX F

-1.62%

Shares8.2K

Event2026-03-31

Filed2026-04-08

IJH

ISHARES TR

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-08

DVY

ISHARES TR

25.65%

Shares2.4K

Event2026-03-31

Filed2026-04-08

VGSH

VANGUARD SCOTTSDALE FDS

-5.32%

Shares6.0K

Event2026-03-31

Filed2026-04-08

TBG

EA SERIES TRUST

26.26%

Shares9.9K

Event2026-03-31

Filed2026-04-08

IMTB

ISHARES TR

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-08

IDEV

ISHARES TR

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-08