StockDriftsStockDriftsTop 50 Colony Family Offices, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 20.25% | 1.16M | $82.1M | +2.01%(+22.77K) | $51.19(+57.68%) | 2026-03-31 | |
| IEFA | ISHARES TR | 14.56% | 652.3K | $59.1M | +0.21%(+1.35K) | $67.72(+43.44%) | 2026-03-31 | |
| IJR | ISHARES TR | 9.3% | 303.3K | $37.7M | +0.49%(+1.49K) | $98.42(+37.46%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 6.09% | 457.2K | $24.7M | +0.88%(+3.99K) | $42.31(+41.68%) | 2026-03-31 | |
| GUNR | FLEXSHARES TR | 5.55% | 407.9K | $22.5M | -2.41%(-10.09K) | $39.35(+41.97%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 5.29% | 429.6K | $21.4M | +10.91%(+42.27K) | $50.05(+0.10%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 5.08% | 608.4K | $20.6M | +1.56%(+9.36K) | $24.36(+63.19%) | 2026-03-31 | |
| QLTY | GMO ETF TRUST | 4.35% | 487.1K | $17.7M | +7.92%(+35.75K) | $32.05(+25.96%) | 2026-03-31 | |
| VUSB | VANGUARD BD INDEX FDS | 2.9% | 236.6K | $11.8M | -5.25%(-13.11K) | $49.18(+1.05%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 2.09% | 217.7K | $8.5M | +4.58%(+9.53K) | $31.68(+31.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.68% | +35.58% |
| Top 20 Holdings Unweighted | +12.00% | +40.50% |
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