Long-term investor
Charis Legacy Partners, LLC @charislegacypartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056602).
Record
- Tracked since 2025-06-30 (445 days), 24 trades recorded
- Returns: week n/a · month n/a · 90 days +11.7% · 6 months n/a · 1 year +22.2% · all +22.2%
- Max drawdown n/a · win rate 43% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 21.0% · long · since 2025-06-30
- VXUS · 19.7% · long · since 2025-06-30
- VXF · 8.3% · long · since 2025-06-30
- VTI · 8.1% · long · since 2025-06-30
- KLAC · 6.8% · long · since 2025-06-30
- BND · 6.4% · long · since 2025-06-30
- USFR · 4.3% · long · since 2025-06-30
- BNDX · 3.1% · long · since 2025-06-30
- VEU · 3.1% · long · since 2025-06-30
- RSP · 2.8% · long · since 2025-06-30
- VEA · 2.8% · long · since 2025-06-30
- CAT · 2.2% · long · since 2025-06-30