Colony Family Offices, LLC Portfolio Holdings
Colony Family Offices, LLC
- $296 Million
- Q3 2024
Colony Family Offices, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $296 Million distributed in 64 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $60.7M, Ishares Tr with a value of $44.6M, Ishares Core S&P Sm Cap ETF with a value of $37M, Vanguard Ftse Emerging Mkts Et with a value of $20.6M, and Flexshares Tr Morningstar Glob with a value of $17.1M.
Examining the 13F form we can see an increase of $29.4M in the current position value, from $267M to 296M.
Below you can find more details about Colony Family Offices, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$296 Million
ETFs: $289 Million
Technology: $3.44 Million
Consumer Cyclical: $1.87 Million
Financial Services: $1.38 Million
Consumer Defensive: $386,000
Communication Services: $304,000
Healthcare: $21,000