Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $405,506,825
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 1,157,780 $82,098,174 20.25%
2.
Ishares Trust
 VLUE 652,280 $59,050,868 14.56%
3.
Ishares Trust
 IEF 303,302 $37,703,472 9.3%
4.
Vanguard Intl Equity Index Funds
 VWO 457,203 $24,711,800 6.09%
5.
Flexshares Trust
 407,864 $22,497,756 5.55%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.