Colony Family Offices, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Charlotte, NC
CIK
0001633573
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 64 322,224 DFUS, IEFA, IJR, VWO 13F-HR 11/7/2024 000139834424020200
Q2 2024 60 311,421 DFUS, IEFA, VUSB, IJR 13F-HR 8/2/2024 000139834424013598
Q1 2024 70 309,081 DFUS, VUSB, IEFA, IJR 13F-HR 5/1/2024 000139834424008394
Q4 2023 66 289,140 DFUS, VUSB, IEFA, IJR 13F-HR 2/8/2024 000139834424002286
Q3 2023 41 234,314 DFUS, VUSB, IEFA, IJR 13F-HR 11/13/2023 000139834423020441
Q2 2023 40 237,138 DFUS, VUSB, IEFA, IJR 13F-HR 7/27/2023 000139834423013565
Q1 2023 95 261,045 DFUS, IEFA, IJR, VWO 13F-HR 5/9/2023 000139834423009214
Q4 2022 77 240,124 DFUS, IEFA, IJR, VWO 13F-HR 2/6/2023 000139834423002127
Q3 2022 80 230,991 DFUS, IEFA, VTIP, IJR 13F-HR 10/21/2022 000139834422020542
Q2 2022 70 220,658 DFUS, VTIP, IEFA, IJR 13F-HR 8/2/2022 000139834422014562
Q1 2022 33 208,448 DFUS, VTIP, IEFA, IJR 13F-HR 4/28/2022 000139834422007988
Q4 2021 27 207,378 DFUS, VTIP, IEFA, IJR 13F-HR 2/2/2022 000139834422001849
Q3 2021 20 160,234 DFUS, VTIP, IEFA, IJR 13F-HR 10/21/2021 000139834421020152
Q2 2021 24 163,807 DFUS, VTIP, IEFA, IJR RESTATEMENT 9/1/2021 000139834421018156
Q1 2021 51 126,565 VTIP, IEFA, IJR, VWO 13F-HR 5/11/2021 000139834421010243
Q4 2020 28 106,296 IEFA, VTIP, IJR, VIG 13F-HR 2/8/2021 000139834421002559
Additional filings from Colony Family Offices, LLC that have since been restated