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Disclosed positions
Charis Legacy Partners, LLC: source evidence dated 2026-07-10T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VOO
- Class
- S&P 500 ETF SHS
- Reported value
- $17,112,751
- Reported amount
- 24,916
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001754960-26-000458Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $17,112,751 | 24,916 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $15,981,510 | 186,940 | SH | None |
| VANGUARD INDEX FDS | VXF | EXTEND MKT ETF | $6,733,932 | 27,350 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $6,604,018 | 17,847 | SH | None |
| KLA CORP | KLAC | COM NEW | $5,545,430 | 18,380 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $5,238,019 | 71,353 | SH | None |
| WISDOMTREE TR | USFR | FLOATNG RAT TREA | $3,511,413 | 69,740 | SH | None |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $2,533,815 | 52,319 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $2,529,529 | 30,203 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $2,293,748 | 10,780 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $2,287,221 | 32,101 | SH | None |
| CATERPILLAR INC | CAT | COM | $1,778,383 | 1,670 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $1,595,316 | 7,320 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $1,115,907 | 12,955 | SH | None |
| APPLE INC | AAPL | COM | $1,050,592 | 3,631 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $909,901 | 1,215 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $694,226 | 4,393 | SH | None |
| ISHARES TR | DVY | SELECT DIVID ETF | $502,644 | 3,216 | SH | None |
| EA SERIES TRUST | TBG | TBG DIVID FO ETF | $492,883 | 13,518 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $488,755 | 8,188 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $421,021 | 5,460 | SH | None |
| ISHARES TR | IDEV | CORE MSCI INTL | $330,227 | 3,710 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | $317,306 | 5,452 | SH | None |
| ISHARES TR | IMTB | CR 5 10 YR ETF | $309,643 | 7,100 | SH | None |
| META PLATFORMS INC | META | CL A | $259,270 | 460 | SH | None |
| BLACKROCK ETF TRUST II | INMU | ISHAR INTER ETF | $252,337 | 10,406 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $221,673 | 443 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $216,747 | 1,576 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.