Charis Legacy Partners, LLC Purchases and Sells in Q3 2025

Charis Legacy Partners, LLC

$67 Billion
Q3 2025

Top Buys

Incresed Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VXUS	10.1K + 6.31%	$68.24 - $73.73 $687K - $742K	170K $12.5B
USFR	25.3K + 48.17%	$50.23 - $50.48 $1.27M - $1.28M	77.8K $3.91B
BND	9.52K + 20.91%	$72.57 - $74.72 $691K - $711K	55K $4.09B
BNDX	4.91K + 15.21%	$49.0 - $49.51 $241K - $243K	37.2K $1.84B
VEU	822 + 2.6%	$66.38 - $71.68 $54.6K - $58.9K	32.4K $2.31B
ABBV	244 + 13.09%	$184.85 - $231.54 $45.1K - $56.5K	2.11K $488M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
META	487 New	$695.21 - $791.73 $339K - $386K	487 $358M
BRK-B	529 New	$459.11 - $506.91 $243K - $268K	529 $266M
IJR	1.95K New	$108.46 - $120.63 $211K - $235K	1.95K $231M
AMZN	941 New	$211.65 - $238.24 $199K - $224K	941 $207M

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RSP	-2.11K - 15.06%	$181.56 - $190.33 $382K - $401K	11.9K $2.25B
VB	-818 - 34.56%	$237.58 - $259.17 $194K - $212K	1.55K $394M
VSS	-950 - 28.65%	$133.48 - $144.38 $127K - $137K	2.37K $337M
VGSH	-521 - 6.78%	$58.43 - $58.88 $30.4K - $30.7K	7.16K $421M
VTI	-1.04K - 5.92%	$303.93 - $329.86 $315K - $341K	16.5K $5.4B
AAPL	-134 - 2.72%	$202.38 - $256.87 $27.1K - $34.4K	4.79K $1.22B

Activity Summary All Purchases 15 New Holdings 4 Increased Positions 11 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

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