Charis Legacy Partners, LLC Portfolio Holdings by Sector

Charis Legacy Partners, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO VXUS VXF BND USFR RSP VEU VEA 19 stocks	$57.4 Million 84.97% of portfolio	8	7	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$5.45 Million 8.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC 1 stocks	$2.23 Million 3.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.05 Million 1.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$956,693 1.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$231,875 0.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$222,674 0.33% of portfolio	-	1	-	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Charis Legacy Partners, LLC, based on Form 13F filings with the SEC.

Stay updated on Charis Legacy Partners, LLC with notifications on news.