Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 15 | Q2 2024 | 31.5% |
ISHARES TR | 15 | Q2 2024 | 11.2% |
VANGUARD INTL EQUITY INDEX F | 15 | Q2 2024 | 7.6% |
VANGUARD SPECIALIZED FUNDS | 15 | Q2 2024 | 5.5% |
SPDR S&P 500 ETF TR | 15 | Q2 2024 | 3.9% |
ISHARES TR | 15 | Q2 2024 | 1.9% |
VANGUARD TAX-MANAGED INTL FD | 15 | Q2 2024 | 2.1% |
VANGUARD WHITEHALL FDS | 15 | Q2 2024 | 1.0% |
ISHARES TR | 15 | Q2 2024 | 1.7% |
VANGUARD BD INDEX FDS | 15 | Q2 2024 | 1.2% |
View Colony Family Offices, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-27 |
13F-HR | 2024-08-02 |
13F-HR | 2024-05-01 |
13F-HR | 2024-02-08 |
13F-HR | 2023-11-13 |
13F-HR | 2023-07-27 |
13F-HR | 2023-05-09 |
13F-HR | 2023-02-06 |
13F-HR | 2022-10-21 |
13F-HR | 2022-08-02 |
View Colony Family Offices, 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.