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Home > Institutional Investor > Colony Family Offices, Llc > Profile

Instuitional Investor - Colony Family Offices, Llc

Fund Profile
Filing Period:
Fund Name: Colony Family Offices, Llc
Portfolio Value $386,805,899
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 1,029,271 $68,981,742 17.83%
2.
Ishares Tr - CORE MSCI EAFE
 721,829 $60,258,248 15.58%
3.
Ishares Trust
 IEF 347,393 $37,966,581 9.82%
4.
Vanguard Intl Equity Index Funds
 VWO 488,608 $24,166,531 6.25%
5.
Dimensional Etf Trust
 712,989 $20,641,022 5.34%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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