CHARIS LEGACY PARTNERS, LLC 13F Portfolio
CHARIS LEGACY PARTNERS, LLC runs CHARIS LEGACY PARTNERS, LLC and currently holds 28 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $81.33M. Their top holdings are VOO, VXUS, VXF, VTI, KLAC. The top five represent 63.9% of reported portfolio weight. CHARIS LEGACY PARTNERS, LLC ranks #749 out of 1000 investors tracked by Alpha Score. In the most recent quarter, CHARIS LEGACY PARTNERS, LLC initiated 2 new positions. They added to 12 existing positions. They trimmed 7 positions. Their current best-performing preview position is CAT with returns of +50.31%.
Portfolio Value
$81.33M
Alpha Score
32.0
#749 of 1000
Holdings
28
CHARIS LEGACY PARTNERS, LLC Current 13F Holdings
Reported holdings from CHARIS LEGACY PARTNERS, LLC's latest SEC 13F filing, ranked by portfolio weight.
28 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VOO VANGUARD INDEX FDS | 21.04% | $540.21 | $715.51 | +32.45% | Added +2.58% |
 VXUS VANGUARD STAR FDS | 19.65% | $61.97 | $84.82 | +36.87% | Added +2.37% |
 VXF VANGUARD INDEX FDS | 8.28% | $192.02 | $235.04 | +22.40% | Added +2.60% |
 VTI VANGUARD INDEX FDS | 8.12% | $292.82 | $381.92 | +30.43% | Added +1.30% |
 KLAC KLA CORP | 6.82% | $335.03 | $195.57 | -41.63% | Added +900.00% |
 BND VANGUARD BD INDEX FDS | 6.44% | $72.71 | $70.22 | -3.42% | Added +31.12% |
 USFR WISDOMTREE TR | 4.32% | $50.30 | $50.45 | +0.30% | Trimmed -19.35% |
 BNDX VANGUARD CHARLOTTE FDS | 3.12% | $48.91 | $46.98 | -3.95% | Added +28.18% |
 VEU VANGUARD INTL EQUITY INDEX F | 3.11% | $58.20 | $82.82 | +42.30% | Trimmed -0.53% |
 RSP INVESCO EXCHANGE TRADED FD T | 2.82% | $175.47 | $213.06 | +21.42% | Added +0.46% |
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