Colony Family Offices, LLC Reduced Holdings in Q1 2025

Colony Family Offices, LLC

  • $287 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-14K
- 4.41%
$102.49 - $119.96 $1.44M - $1.68M
304K $31.8M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-22K
- 2.23%
$59.61 - $66.71 $1.31M - $1.46M
960K $58.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-19.5K
- 91.04%
$74.85 - $84.89 $1.46M - $1.66M
1.92K $157K
AAPL
Apple Inc.

Technology
-1.35K
- 9.12%
$209.68 - $247.1 $283K - $334K
13.4K $2.99M
VEA
Vanguard Ftse Developed Market

ETFs
-16.3K
- 36.34%
$47.4 - $52.99 $772K - $863K
28.5K $1.45M
SPY
Spdr S&P 500 ETF Trust

ETFs
-748
- 8.13%
$551.42 - $612.93 $412K - $458K
8.45K $4.73M
VB
Vanguard Small Cap ETF

ETFs
-243
- 0.8%
$217.89 - $252.64 $52.9K - $61.4K
30.3K $6.72M
XLY
Select Sector Spdr Consumer Di

ETFs
-749
- 6.58%
$192.6 - $233.2 $144K - $175K
10.6K $2.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-835
- 8.29%
$190.26 - $242.06 $159K - $202K
9.24K $1.76M
VGSH
Vanguard

ETFs
-7.1K
- 5.47%
$58.07 - $58.69 $412K - $417K
123K $7.19M
EEM
Ishares Msci Emerging Markets

ETFs
-6.9K
- 25.15%
$40.81 - $45.34 $282K - $313K
20.5K $897K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-352
- 41.12%
$468.34 - $539.52 $165K - $190K
504 $236K
IYF
Ishares Tr

ETFs
-1.93K
- 6.99%
$107.69 - $119.37 $208K - $230K
25.7K $2.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.36K
- 7.72%
$126.11 - $135.06 $172K - $184K
16.3K $2.1M
VTV
Vanguard Value ETF

ETFs
-719
- 18.1%
$167.73 - $179.21 $121K - $129K
3.25K $561K
XLP
Consumer Staples Sector Spdr

ETFs
-1.38K
- 8.45%
N/A
14.9K $1.13M
VDE
Vanguard Energy ETF

ETFs
-938
- 14.98%
$119.14 - $132.76 $112K - $125K
5.32K $690K
VIG
Vanguard Dividend Appreciation

ETFs
-338
- 1.06%
N/A
31.5K $5.74M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.02K
- 8.65%
$39.18 - $43.52 $39.9K - $44.3K
10.8K $450K
IWM
Ishares Russell 2000 ETF

ETFs
-15
- 12.61%
$198.1 - $229.79 $2.97K - $3.45K
104 $20K
VUSB
Vanguard Bd Index Fds
-9.92K
- 3.18%
N/A
302K $0
SCHC
Schwab Strategic Tr Intl Small

ETFs
-250
- 0.52%
$33.57 - $37.22 $8.39K - $9.31K
47.5K $1.7M
DFAI
Dimensional ETF Tr

ETFs
-5.04K
- 3.97%
$28.88 - $32.4 $146K - $163K
122K $3.81M
Activity Summary
Buys All Purchases 18 New Holdings 1 Increased Positions 17 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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