Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Colony Family Offices, LLC (CIK 1633573) reported $405.5M across 62 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFUS ($82.1M, 20.25%), IEFA ($59.1M, 14.56%), IJR ($37.7M, 9.30%), VWO ($24.7M, 6.09%), GUNR ($22.5M, 5.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $82.1M | 20.25% | 1.2M | Added |
| 2 | IEFA | ISHARES TR | $59.1M | 14.56% | 652,280 | Added |
| 3 | IJR | ISHARES TR | $37.7M | 9.30% | 303,302 | Added |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | $24.7M | 6.09% | 457,203 | Added |
| 5 | GUNR | FLEXSHARES TR | $22.5M | 5.55% | 407,864 | Trimmed |
| 6 | VTEB | VANGUARD MUN BD FDS | $21.4M | 5.29% | 429,624 | Added |
| 7 | DFAE | DIMENSIONAL ETF TRUST | $20.6M | 5.08% | 608,449 | Added |
| 8 | QLTY | GMO ETF TRUST | $17.7M | 4.35% | 487,099 | Added |
| 9 | VUSB | VANGUARD BD INDEX FDS | $11.8M | 2.90% | 236,582 | Trimmed |
| 10 | DFAI | DIMENSIONAL ETF TRUST | $8.5M | 2.09% | 217,672 | Added |
| 11 | BND | VANGUARD BD INDEX FDS | $8.3M | 2.05% | 112,846 | Added |
| 12 | XLK | SELECT SECTOR SPDR TR | $7.7M | 1.89% | 57,792 | Trimmed |
| 13 | VB | VANGUARD INDEX FDS | $7.3M | 1.80% | 27,902 | Trimmed |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $6.6M | 1.64% | 10,171 | Added |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | $6.6M | 1.63% | 30,821 | Trimmed |
| 16 | VSS | VANGUARD INTL EQUITY INDEX F | $5.8M | 1.43% | 39,803 | Added |
| 17 | IVV | ISHARES TR | $5.7M | 1.40% | 8,677 | Added |
| 18 | VGSH | VANGUARD SCOTTSDALE FDS | $5.4M | 1.34% | 92,770 | Trimmed |
| 19 | DFAS | DIMENSIONAL ETF TRUST | $3.6M | 0.89% | 50,881 | Added |
| 20 | IYF | ISHARES TR | $2.9M | 0.72% | 24,982 | Trimmed |
| 21 | IJH | ISHARES TR | $2.8M | 0.68% | 40,862 | Trimmed |
| 22 | AAPL | APPLE INC | $2.6M | 0.65% | 10,433 | Trimmed |
| 23 | XLC | SELECT SECTOR SPDR TR | $2.5M | 0.62% | 22,650 | Added |
| 24 | VYM | VANGUARD WHITEHALL FDS | $2.4M | 0.58% | 15,942 | Hold |
| 25 | XLY | SELECT SECTOR SPDR TR | $2.3M | 0.58% | 21,424 | Added |
Source: SEC Form 13F filings · as of 2026-03-31