Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COLONY FAMILY OFFICES LLC | 05-01-2024 | 03-31-2024 | 70 | 309,081,449 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 101 | $323,030 | 672 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| RTX CORPORATION | COM | 102 | $290,542 | 2,979 | 0.00 | 2,979 | +Inf | 03-31-2024 | |
| MICROSOFT CORP | COM | 103 | $281,041 | 668 | 0.00 | 668 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 104 | $273,190 | 3,159 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
