Colony Family Offices, LLC Incresed Positions in Q3 2024

Colony Family Offices, LLC

  • $296 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
76.8K
+ 32.01%
$105.53 - $118.34 $8.1M - $9.09M
317K $37M
DFUS
Dimensional ETF Tr U S Equity

ETFs
14.2K
+ 1.48%
$56.04 - $62.2 $795K - $882K
975K $60.7M
IEFA
Ishares Tr

ETFs
8.49K
+ 1.51%
$70.09 - $78.74 $595K - $668K
571K $44.6M
GUNR
Flexshares Tr Morningstar Glob

ETFs
55.7K
+ 15.54%
$38.51 - $41.48 $2.15M - $2.31M
414K $17.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
25.9K
+ 85.41%
$71.45 - $75.64 $1.85M - $1.96M
56.1K $4.22M
VB
Vanguard Small Cap ETF

ETFs
6K
+ 24.44%
$214.77 - $237.72 $1.29M - $1.43M
30.5K $7.24M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
27.3K
+ 12.28%
$49.93 - $51.15 $1.36M - $1.4M
249K $12.8M
VGSH
Vanguard

ETFs
18.6K
+ 14.73%
$57.74 - $59.13 $1.08M - $1.1M
145K $8.57M
IVV
Ishares Core S&P 500 ETF

ETFs
1.53K
+ 35.32%
$520.18 - $576.82 $794K - $880K
5.85K $3.37M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
5.29K
+ 14.48%
$112.99 - $126.45 $597K - $668K
41.8K $5.26M
VIG
Vanguard Dividend Appreciation

ETFs
2.35K
+ 7.95%
$182.15 - $182.15 $429K - $429K
31.9K $5.82M
SCHC
Schwab Strategic Tr Intl Small

ETFs
8.12K
+ 23.25%
$34.48 - $38.87 $280K - $316K
43K $1.66M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.57K
+ 10.51%
$57.32 - $62.65 $205K - $224K
37.6K $2.34M
FQAL
Fidelity Covington Tr Quality

ETFs
3.68K
+ 102.42%
$58.92 - $64.9 $217K - $239K
7.26K $471K
XLY
Select Sector Spdr Consumer Di

ETFs
55
+ 0.49%
$170.05 - $200.86 $9.35K - $11K
11.4K $2.28M
VEA
Vanguard Ftse Developed Market

ETFs
1.94K
+ 5.98%
$47.6 - $53.31 $92.4K - $104K
34.4K $1.82M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.7K
+ 15.6%
$59.25 - $65.33 $101K - $111K
12.6K $817K
XLV
Select Sector Spdr Fund Health

ETFs
40
+ 0.27%
$143.3 - $157.24 $5.73K - $6.29K
15K $2.31M
DFIS
Dimensional ETF Tr Dimensional

ETFs
1.24K
+ 4.71%
$24.06 - $26.97 $29.7K - $33.3K
27.5K $737K
XLB
Select Sector Spdr Fd Material

ETFs
55
+ 1.16%
$86.95 - $97.09 $4.78K - $5.34K
4.81K $463K
IVE
Ishares S&P 500 Value ETF

ETFs
119
+ 77.27%
$181.06 - $197.17 $21.5K - $23.5K
273 $53K
TIP
Ishares Tr Tips Bd ETF

ETFs
133
+ 6.98%
$105.92 - $110.83 $14.1K - $14.7K
2.04K $225K
VV
Vanguard Large Cap ETF

ETFs
63
+ 30.43%
$236.92 - $263.4 $14.9K - $16.6K
270 $71K
DJP
Barclays Bank PLC

ETFs
33
+ 0.51%
$32.3 - $32.3 $1.07K - $1.07K
6.48K $209K
2023 ETF Series Trust Ii
99.1K
+ 82.4%
N/A
219K $0
XLP
Consumer Staples Sector Spdr

ETFs
51
+ 0.31%
$76.04 - $76.04 $3.88K - $3.88K
16.3K $1.24M
TROW
Price T Rowe Group Inc

Financial Services
56
+ 0.44%
$101.71 - $120.75 $5.7K - $6.76K
12.7K $1.38M
Activity Summary
Buys All Purchases 38 New Holdings 10 Increased Positions 28 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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