Colony Family Offices, LLC - Portfolio overview

Colony Family Offices, LLC has 69 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. DFUS - DIMENSIONAL ETF TRUST, 20.08%
2. IEFA - ISHARES TR, 14.44%
3. IJR - ISHARES TR, 9.22%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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