Colony Family Offices, LLC has disclosed 60 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-06-30. The current portfolio value is calculated to be $311.00 Mil. The turnover rate is 2%.
In Colony Family Offices, LLC's current portfolio as of 2024-06-30, the top 5 holdings are
Dimensional U.S. Equity ETF (DFUS), iShares Core MSCI EAFE ETF (IEFA), Vanguard Ultra-Short Bond ETF (VUSB), iShares Core S&P Small-Cap ETF (IJR), Vanguard FTSE Emerging Markets ETF (VWO), not including call and put options.
Colony Family Offices, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Colony Family Offices, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Colony Family Offices, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Colony Family Offices, LLC.