Colony Family Offices, LLC 13F 持仓 · 2026年Q2
Colony Family Offices 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 61 只证券，申报市值合计 4.55 亿美元。前几大持仓：DFUS（21.69%）、IEFA（13.85%）、IJR（9.66%）。本季前 25 大持仓中：增持 11 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $98.7M | 21.69% | 1.2M | 增持 |
| 2 | IEFA | ISHARES TR | $63.0M | 13.85% | 652,458 | 增持 |
| 3 | IJR | ISHARES TR | $44.0M | 9.66% | 296,366 | 减持 |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | $27.3M | 6.01% | 458,147 | 增持 |
| 5 | VTEB | VANGUARD MUN BD FDS | $25.1M | 5.52% | 496,870 | 增持 |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $24.0M | 5.26% | 595,810 | 减持 |
| 7 | QLTY | GMO ETF TRUST | $21.3M | 4.69% | 512,289 | 增持 |
| 8 | GUNR | FLEXSHARES TR | $19.7M | 4.33% | 400,097 | 减持 |
| 9 | VUSB | VANGUARD BD INDEX FDS | $12.8M | 2.82% | 257,677 | 增持 |
| 10 | XLK | SELECT SECTOR SPDR TR | $11.0M | 2.42% | 57,792 | 持平 |
| 11 | DFAI | DIMENSIONAL ETF TRUST | $9.5M | 2.08% | 229,808 | 增持 |
| 12 | BND | VANGUARD BD INDEX FDS | $8.8M | 1.94% | 119,984 | 增持 |
| 13 | VB | VANGUARD INDEX FDS | $8.3M | 1.83% | 27,432 | 减持 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $8.3M | 1.82% | 11,091 | 增持 |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | $7.1M | 1.56% | 29,977 | 减持 |
| 16 | IVV | ISHARES TR | $6.3M | 1.38% | 8,377 | 减持 |
| 17 | VSS | VANGUARD INTL EQUITY INDEX F | $5.9M | 1.30% | 38,475 | 减持 |
| 18 | DFAS | DIMENSIONAL ETF TRUST | $4.8M | 1.05% | 58,286 | 增持 |
| 19 | VGSH | VANGUARD SCOTTSDALE FDS | $3.4M | 0.74% | 58,174 | 减持 |
| 20 | IYF | ISHARES TR | $3.2M | 0.70% | 24,982 | 持平 |
| 21 | IJH | ISHARES TR | $3.2M | 0.69% | 40,862 | 持平 |
| 22 | AAPL | APPLE INC | $3.0M | 0.66% | 10,433 | 持平 |
| 23 | NVDA | NVIDIA CORPORATION | $2.9M | 0.64% | 14,627 | 增持 |
| 24 | XLY | SELECT SECTOR SPDR TR | $2.5M | 0.55% | 21,424 | 持平 |
| 25 | VYM | VANGUARD WHITEHALL FDS | $2.4M | 0.53% | 15,218 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR