| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 31.5% |
| ISHARES TR | 12 | Q3 2023 | 11.2% |
| VANGUARD INTL EQUITY INDEX F | 12 | Q3 2023 | 7.6% |
| VANGUARD SPECIALIZED FUNDS | 12 | Q3 2023 | 5.5% |
| SPDR S&P 500 ETF TR | 12 | Q3 2023 | 3.9% |
| ISHARES TR | 12 | Q3 2023 | 1.9% |
| VANGUARD TAX-MANAGED INTL FD | 12 | Q3 2023 | 2.1% |
| VANGUARD WHITEHALL FDS | 12 | Q3 2023 | 1.0% |
| ISHARES TR | 12 | Q3 2023 | 1.7% |
| VANGUARD BD INDEX FDS | 12 | Q3 2023 | 1.2% |
View Colony Family Offices, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-02-02 |
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.