Universe · entity
Colony Family Offices, LLC
Institutional manager (13F) · CIK 1633573
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $404M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $82M | 1,157,780 |
| 2 | ISHARES TR | $59M | 652,280 |
| 3 | ISHARES TR | $38M | 303,302 |
| 4 | VANGUARD INTL EQUITY INDEX F | $25M | 457,203 |
| 5 | FLEXSHARES TR | $22M | 407,864 |
| 6 | VANGUARD MUN BD FDS | $21M | 429,624 |
| 7 | DIMENSIONAL ETF TRUST | $21M | 608,449 |
| 8 | GMO ETF TRUST | $18M | 487,099 |
| 9 | VANGUARD BD INDEX FDS | $12M | 236,582 |
| 10 | DIMENSIONAL ETF TRUST | $8M | 217,672 |
| 11 | VANGUARD BD INDEX FDS | $8M | 112,846 |
| 12 | SELECT SECTOR SPDR TR | $8M | 57,792 |
| 13 | VANGUARD INDEX FDS | $7M | 27,902 |
| 14 | STATE STR SPDR S&P 500 ETF T | $7M | 10,171 |
| 15 | VANGUARD SPECIALIZED FUNDS | $7M | 30,821 |
| 16 | VANGUARD INTL EQUITY INDEX F | $6M | 39,803 |
| 17 | ISHARES TR | $6M | 8,677 |
| 18 | VANGUARD SCOTTSDALE FDS | $5M | 92,770 |
| 19 | DIMENSIONAL ETF TRUST | $4M | 50,881 |
| 20 | ISHARES TR | $3M | 24,982 |
| 21 | ISHARES TR | $3M | 40,862 |
| 22 | APPLE INC | $3M | 10,433 |
| 23 | SELECT SECTOR SPDR TR | $3M | 22,650 |
| 24 | VANGUARD WHITEHALL FDS | $2M | 15,942 |
| 25 | SELECT SECTOR SPDR TR | $2M | 21,424 |
| 26 | SCHWAB STRATEGIC TR | $2M | 49,744 |
| 27 | SELECT SECTOR SPDR TR | $2M | 15,318 |
| 28 | DIMENSIONAL ETF TRUST | $2M | 62,001 |
| 29 | SELECT SECTOR SPDR TR | $2M | 12,842 |
| 30 | NVIDIA CORPORATION | $2M | 11,895 |
| 31 | AMAZON COM INC | $2M | 8,345 |
| 32 | VANGUARD TAX-MANAGED FDS | $2M | 25,818 |
| 33 | SELECT SECTOR SPDR TR | $1M | 14,866 |
| 34 | ISHARES TR | $1M | 20,229 |
| 35 | ISHARES GOLD TR | $1M | 11,820 |
| 36 | VANGUARD WORLD FD | $947k | 5,471 |
| 37 | ISHARES TR | $927k | 30,565 |
| 38 | DIMENSIONAL ETF TRUST | $764k | 16,930 |
| 39 | SELECT SECTOR SPDR TR | $601k | 13,100 |
| 40 | VANGUARD INDEX FDS | $576k | 2,936 |
| 41 | VANGUARD INDEX FDS | $498k | 833 |
| 42 | SELECT SECTOR SPDR TR | $495k | 9,915 |
| 43 | SELECT SECTOR SPDR TR | $439k | 10,758 |
| 44 | ISHARES BITCOIN TRUST ETF | $405k | 10,545 |
| 45 | VANGUARD INDEX FDS | $350k | 802 |
| 46 | COCA COLA CO | $320k | 4,184 |
| 47 | BARCLAYS BANK PLC | $319k | 6,633 |
| 48 | VANGUARD INDEX FDS | $300k | 3,387 |
| 49 | ISHARES TR | $267k | 2,421 |
| 50 | SPDR GOLD TR | $263k | 612 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.