Charis-Legacy-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  "CAT",
  null,
  "IJH",
  "KLAC",
  "VGSH",
  "IVV",
  "AAPL",
  null,
  "VXF",
  "VWO",
  "VSS",
  "VYM",
  "VEU",
  "VUG",
  "VEA",
  "VXUS",
  "BNDX",
  "BND",
  "VB",
  "VOO",
  "VTV",
  "SCHD",
  null,
  "RSP",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 26
Total Value: 52822456
Accession Number: 0001754960-25-000193
Form Type: 13F-HR
CIK: charis-legacy-partners
Manager Name: Charis-Legacy-Partners

Data Enrichment

88% identified

23 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

26 positions • $52,822.456K total value

26 positions

Manager:

SEC FilingSEC DataHachi Filing

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AbbVie Inc.

ABBV|00287Y109

Shares:1.8K

Value:$387.1K

922042718

VSS|922042718

Shares:3.3K

Value:$383.3K

46435G417

Shares:7.1K

Value:$308.1K

46435G326

Shares:3.7K

Value:$255.6K

464287507

IJH|464287507

Shares:4.3K

Value:$251.2K

97717Y527

Shares:4.7K

Value:$236.0K

Instrument	Shares		Other Manager	Value
AbbVie Inc.(ABBVcusip00287Y109)	1.8K	QoQ NEW(+1.8K) YoY-	All Managers (Combined)	$387.1K	QoQ NEW(+$387.1K) YoY-
(VSScusip922042718)	3.3K	QoQ NEW(+3.3K) YoY-	All Managers (Combined)	$383.3K	QoQ NEW(+$383.3K) YoY-
(cusip46435G417)✕	7.1K	QoQ NEW(+7.1K) YoY-	All Managers (Combined)	$308.1K	QoQ NEW(+$308.1K) YoY-
(cusip46435G326)✕	3.7K	QoQ NEW(+3.7K) YoY-	All Managers (Combined)	$255.6K	QoQ NEW(+$255.6K) YoY-
(IJHcusip464287507)	4.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$251.2K	QoQ -6.35% (-$17.0K) YoY-
(cusip97717Y527)✕	4.7K	QoQ -35.37% (-2.6K) YoY-	All Managers (Combined)	$236.0K	QoQ -35.35% (-$129.1K) YoY-