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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 $289,140,143
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 940,708 $48,756,896 16.86%
2.
Vanguard Bd Index Fds
 866,088 $42,819,315 14.8%
3.
Ishares Tr
 563,122 $39,615,601 13.7%
4.
Ishares Trust
 IEF 232,046 $25,118,980 8.68%
5.
Vanguard Intl Equity Index Funds
 VWO 442,982 $18,206,543 6.29%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)