| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD S&P 500 ETF | 3 | Q2 2024 | 5.0% |
| MICROSOFT CORP | 3 | Q2 2024 | 5.7% |
| ISHARES TRUST CORE MSCI TOTAL INTL STK E | 3 | Q2 2024 | 4.5% |
| APPLE INC | 3 | Q2 2024 | 2.7% |
| BERKSHIRE HATHAWAY INCORPORATED CLASS A | 3 | Q2 2024 | 2.9% |
| SPDR SER TR MSCI USA STRTGIC | 3 | Q2 2024 | 2.7% |
| ISHARES TR | 3 | Q2 2024 | 2.1% |
| ISHARES TR | 3 | Q2 2024 | 1.8% |
| AMAZON.COM INC | 3 | Q2 2024 | 2.0% |
| ISHARES TR | 3 | Q2 2024 | 1.7% |
View Colony Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-15 |
| 13F-HR | 2024-05-16 |
| 13F-HR | 2024-02-15 |
| 13F-HR | 2012-02-15 |
View Colony Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.