StockDriftsStockDriftsTop 27 Charis Legacy Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 21.23% | 24.3K | $14.5M | +2.52%(+596) | $534.06(+24.57%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 20.59% | 182.6K | $14.1M | +2.96%(+5.24K) | $63.47(+31.42%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 8.27% | 17.6K | $5.7M | +8.37%(+1.36K) | $289.59(+23.27%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 8.02% | 26.7K | $5.5M | -1.14%(-307) | $186.58(+22.89%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 6.37% | 86.5K | $4.4M | +0.64%(+546) | $50.30(+0.15%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 5.86% | 54.4K | $4.0M | -7.13%(-4.18K) | $73.63(-0.53%) | 2026-03-31 | |
| KLAC | KLA CORP | 3.96% | 1.8K | $2.7M | +0.00%(+0) | $697.66(+148.39%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.34% | 30.4K | $2.3M | -0.65%(-200) | $60.37(+34.61%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.02% | 32.2K | $2.1M | -5.13%(-1.74K) | $50.29(+37.17%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.01% | 10.7K | $2.1M | -10.01%(-1.19K) | $177.25(+14.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.47% | +20.71% |
| Top 20 Holdings Unweighted | +6.83% | +21.93% |
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