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

Currently, Charis Legacy Partners, LLC holds 28 types of securities in its portfolio with a total value $81.3M. In the most recent quarter, they have increased their positions in KLAC (+16.5K shares, valued at $5.0M), BND (+16.9K shares, valued at $1.2M), VUG (+10.7K shares, valued at $923.3K); decreased their positions in USFR (-16.7K shares, valued at $842.5K), VTV (-419 shares, valued at $91.3K), VGSH (-566 shares, valued at $32.9K); initiated new positions in INMU (+10.4K shares, valued at $252.3K), IVW (+1.6K shares, valued at $216.7K).

1M P&L

-708.4K-0.99%

3M P&L

-29.9M-29.69%

HY P&L

-25.3M-26.34%

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/A65.0M

88.3%

2Semiconductor Equipment & Materials5.5M

7.5%

3Farm & Heavy Construction Machinery1.8M

2.4%

Top Industries by Stock Count

1N/A21 stocks

84.0%

2Consumer Electronics1 stocks

4.0%

3INSURANCE - DIVERSIFIED1 stocks

4.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS24.9K shares2.58%2026-06-302026-07-09

VXUS VANGUARD STAR FDS186.9K shares2.37%2026-06-302026-07-09

VXF VANGUARD INDEX FDS27.4K shares2.60%2026-06-302026-07-09

VANGUARD INDEX FDS VANGUARD INDEX FDS17.8K shares1.30%2026-06-302026-07-09

KLAC KLA CORP18.4K shares900.00%2026-06-302026-07-09

BND VANGUARD BD INDEX FDS71.4K shares31.12%2026-06-302026-07-09

USFR WISDOMTREE TR69.7K shares-19.35%2026-06-302026-07-09

BNDX VANGUARD CHARLOTTE FDS52.3K shares28.18%2026-06-302026-07-09

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VEU VANGUARD INTL EQUITY INDEX F30.2K shares-0.53%2026-06-302026-07-09

RSP INVESCO EXCHANGE TRADED FD T10.8K shares0.46%2026-06-302026-07-09

VEA VANGUARD TAX-MANAGED FDS32.1K shares-0.34%2026-06-302026-07-09

CAT CATERPILLAR INC1.7K shares0.00%2026-06-302026-07-09

VTV VANGUARD INDEX FDS7.3K shares-5.41%2026-06-302026-07-09

VUG VANGUARD INDEX FDS13.0K shares479.38%2026-06-302026-07-09

AAPL APPLE INC3.6K shares-2.94%2026-06-302026-07-09

ISHARES TR ISHARES TR1.2K shares0.00%2026-06-302026-07-09

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VYM VANGUARD WHITEHALL FDS4.4K shares0.00%2026-06-302026-07-09

DVY ISHARES TR3.2K shares36.79%2026-06-302026-07-09

TBG EA SERIES TRUST13.5K shares37.20%2026-06-302026-07-09

VWO VANGUARD INTL EQUITY INDEX F8.2K shares-0.34%2026-06-302026-07-09

IJH ISHARES TR5.5K shares0.00%2026-06-302026-07-09

IDEV ISHARES TR3.7K shares0.00%2026-06-302026-07-09

VGSH VANGUARD SCOTTSDALE FDS5.5K shares-9.41%2026-06-302026-07-09

IMTB ISHARES TR7.1K shares0.00%2026-06-302026-07-09

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META PLATFORMS INC META PLATFORMS INC460 shares11.92%2026-06-302026-07-09

INMU BLACKROCK ETF TRUST II10.4K sharesnew addition2026-06-302026-07-09

BRK.B BERKSHIRE HATHAWAY INC DEL443 shares0.00%2026-06-302026-07-09

IVW ISHARES TR1.6K sharesnew addition2026-06-302026-07-09

VOO

VANGUARD INDEX FDS

2.58%

Shares24.9K

Event2026-06-30

Filed2026-07-09

VXUS

VANGUARD STAR FDS

2.37%

Shares186.9K

Event2026-06-30

Filed2026-07-09

VXF

VANGUARD INDEX FDS

2.60%

Shares27.4K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

1.30%

Shares17.8K

Event2026-06-30

Filed2026-07-09

KLAC

KLA CORP

900.00%

Shares18.4K

Event2026-06-30

Filed2026-07-09

BND

VANGUARD BD INDEX FDS

31.12%

Shares71.4K

Event2026-06-30

Filed2026-07-09

USFR

WISDOMTREE TR

-19.35%

Shares69.7K

Event2026-06-30

Filed2026-07-09

BNDX

VANGUARD CHARLOTTE FDS

28.18%

Shares52.3K

Event2026-06-30

Filed2026-07-09

VEU

VANGUARD INTL EQUITY INDEX F

-0.53%

Shares30.2K

Event2026-06-30

Filed2026-07-09

RSP

INVESCO EXCHANGE TRADED FD T

0.46%

Shares10.8K

Event2026-06-30

Filed2026-07-09

VEA

VANGUARD TAX-MANAGED FDS

-0.34%

Shares32.1K

Event2026-06-30

Filed2026-07-09

CAT

CATERPILLAR INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-09

VTV

VANGUARD INDEX FDS

-5.41%

Shares7.3K

Event2026-06-30

Filed2026-07-09

VUG

VANGUARD INDEX FDS

479.38%

Shares13.0K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

-2.94%

Shares3.6K

Event2026-06-30

Filed2026-07-09

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-09

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-09

DVY

ISHARES TR

36.79%

Shares3.2K

Event2026-06-30

Filed2026-07-09

TBG

EA SERIES TRUST

37.20%

Shares13.5K

Event2026-06-30

Filed2026-07-09

VWO

VANGUARD INTL EQUITY INDEX F

-0.34%

Shares8.2K

Event2026-06-30

Filed2026-07-09

IJH

ISHARES TR

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-09

IDEV

ISHARES TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-09

VGSH

VANGUARD SCOTTSDALE FDS

-9.41%

Shares5.5K

Event2026-06-30

Filed2026-07-09

IMTB

ISHARES TR

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-09

META PLATFORMS INC

11.92%

Shares460

Event2026-06-30

Filed2026-07-09

INMU

BLACKROCK ETF TRUST II

New

Shares10.4K

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares443

Event2026-06-30

Filed2026-07-09

IVW

ISHARES TR

New

Shares1.6K

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available