Colony Family Offices, LLC Purchases in Q4 2024

Colony Family Offices, LLC

  • $294 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
7.01K
+ 0.72%
$61.52 - $66.5 $431K - $466K
982K $62.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
44K
+ 17.64%
$49.79 - $51.14 $2.19M - $2.25M
293K $14.7M
VTV
Vanguard Value ETF

ETFs
3.97K
New
$168.32 - $181.87 $669K - $722K
3.97K $672K
VUG
Vanguard Growth ETF

ETFs
1.48K
New
$378.79 - $428.11 $561K - $634K
1.48K $608K
IVV
Ishares Core S&P 500 ETF

ETFs
899
+ 15.38%
$570.51 - $610.59 $513K - $549K
6.75K $3.97M
QQQ
Invesco Qqq Trust, Series 1

ETFs
856
New
$481.22 - $538.17 $412K - $461K
856 $437K
SPY
Spdr S&P 500 ETF Trust

ETFs
442
+ 5.05%
$567.81 - $607.81 $251K - $269K
9.2K $5.39M
AMZN
Amazon Com Inc

Consumer Cyclical
25
+ 0.25%
$180.88 - $232.93 $4.52K - $5.82K
10.1K $2.21M
VEA
Vanguard Ftse Developed Market

ETFs
10.4K
+ 30.22%
$47.57 - $52.44 $495K - $546K
44.8K $2.14M
AAPL
Apple Inc.

Technology
25
+ 0.17%
$221.69 - $259.02 $5.54K - $6.48K
14.8K $3.71M
VOT
Vanguard Mid Cap Growth Index

ETFs
868
New
$241.48 - $274.89 $210K - $239K
868 $220K
VBR
Vanguard Small Cap Value ETF

ETFs
565
New
$197.36 - $217.3 $112K - $123K
565 $111K
VBK
Vanguard Small Cap Growth ETF

ETFs
389
New
$264.18 - $304.19 $103K - $118K
389 $108K
ICLN
Ishares

ETFs
9.35K
New
$11.35 - $14.51 $106K - $136K
9.35K $106K
HYG
Ishares Tr

ETFs
850
New
$78.09 - $80.04 $66.4K - $68K
850 $66K
FQAL
Fidelity Covington Tr Quality

ETFs
696
+ 9.58%
$64.43 - $68.47 $44.8K - $47.7K
7.96K $520K
DFAS
Dimensional ETF Tr U S Small C

ETFs
494
+ 3.92%
$63.58 - $71.15 $31.4K - $35.1K
13.1K $852K
EMB
Ishares Tr

ETFs
272
New
$88.94 - $93.46 $24.2K - $25.4K
272 $24K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
195
New
$99.04 - $109.59 $19.3K - $21.4K
195 $19K
MUB
Ishares National Muni Bond ETF

ETFs
100
New
$105.78 - $108.7 $10.6K - $10.9K
100 $10K
IYW
Ishares Dj Us Tech ETF

ETFs
44
New
$148.14 - $166.23 $6.52K - $7.31K
44 $7K
MBB
Ishares Tr

ETFs
81
New
$91.26 - $95.82 $7.39K - $7.76K
81 $7K
IWM
Ishares Russell 2000 ETF

ETFs
15
+ 14.42%
$216.13 - $242.4 $3.24K - $3.64K
119 $26K
IBB
Ishares Biotechnology ETF

ETFs
23
New
$131.21 - $148.85 $3.02K - $3.42K
23 $3K
DJP
Barclays Bank PLC

ETFs
18
+ 0.28%
N/A
6.49K $209K
Ishares Bitcoin Trust ETF
10.5K
New
N/A
10.5K $0
2023 ETF Series Trust Ii
30.2K
+ 13.78%
N/A
250K $0
SCHC
Schwab Strategic Tr Intl Small

ETFs
4.73K
+ 10.99%
$33.93 - $38.37 $160K - $181K
47.8K $1.64M
DFIS
Dimensional ETF Tr Dimensional

ETFs
43
+ 0.16%
$24.25 - $26.7 $1.04K - $1.15K
27.5K $675K
DFAI
Dimensional ETF Tr

ETFs
7.82K
+ 6.56%
$29.0 - $31.6 $227K - $247K
127K $3.71M
BND
Vanguard Bd Index Fd Inc Total

ETFs
458
+ 0.82%
$71.75 - $75.11 $32.9K - $34.4K
56.6K $4.07M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.87K
+ 0.59%
$113.92 - $127.38 $213K - $238K
318K $36.7M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
588
+ 1.41%
$114.08 - $125.68 $67.1K - $73.9K
42.4K $4.85M
DFAE
Dimensional ETF Tr

ETFs
6.29K
+ 1.25%
$25.36 - $28.15 $160K - $177K
510K $12.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12.8K
+ 2.96%
$44.04 - $49.49 $562K - $632K
444K $19.6M
GUNR
Flexshares Tr Morningstar Glob

ETFs
4.65K
+ 1.12%
$36.15 - $41.9 $168K - $195K
419K $15.2M
IEFA
Ishares Tr

ETFs
2.56K
+ 0.45%
$70.06 - $77.43 $179K - $198K
574K $40.3M
Activity Summary
Buys All Purchases 38 New Holdings 16 Increased Positions 22 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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