account_balance
Investment manager · 13F filer · SEC CIK 1633573
Colony Family Offices, LLC
Reported value$438Mas of Sep 30, 2026
Positions66 6 new, 1 sold out
Top 10 weight74.7%DFUS alone is 23%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFUSDimensional ETF Trust
23.2%
IEFAiShares Tr
14.5%
IJRiShares Tr
9.1%
DFAEDimensional ETF Trust
5.4%
QLTYGmo ETF Trust
4.9%
VWOVanguard Intl Equity Index F
4.8%Trimmed −22%
GUNRFlexshares Tr
4.7%Trimmed −2%
MUBiShares Tr
3.0%New
XLKSelect Sector SPDR Tr
2.6%
VUSBVanguard Bd Index FDS
2.5%Trimmed −16%
DFAIDimensional ETF Trust
2.3%Added +7%
BND2.2%
DFUSDimensional ETF Trust
23.2%
IEFAiShares Tr
14.5%
IJRiShares Tr
9.1%
DFAEDimensional ETF Trust
5.4%
QLTYGmo ETF Trust
4.9%
VWOVanguard Intl Equity Index F
4.8%
GUNRFlexshares Tr
4.7%
MUB3.0%
XLK2.6%
VUSB
DFAI
BND
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFUS Dimensional ETF Trust 23.2% Held
IEFA iShares Tr 14.5% Held
IJR iShares Tr 9.1% Held
DFAE Dimensional ETF Trust 5.4% Held
QLTY Gmo ETF Trust 4.9% Held
VWO Vanguard Intl Equity Index F 4.8% Trimmed −22%
GUNR Flexshares Tr 4.7% Trimmed −2%
MUB iShares Tr 3.0% New
XLK Select Sector SPDR Tr 2.6% Held
VUSB Vanguard Bd Index FDS 2.5% Trimmed −16%
DFAI Dimensional ETF Trust 2.3% Added +7%
BND Vanguard Bd Index FDS 2.2% Added +16%
What changed
Biggest moves since Jun 30, 2026
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