0001398344-23-009214.txt : 20230509 0001398344-23-009214.hdr.sgml : 20230509 20230509152002 ACCESSION NUMBER: 0001398344-23-009214 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230509 DATE AS OF CHANGE: 20230509 EFFECTIVENESS DATE: 20230509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Colony Family Offices, LLC CENTRAL INDEX KEY: 0001633573 IRS NUMBER: 364753754 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20592 FILM NUMBER: 23901606 BUSINESS ADDRESS: STREET 1: 4250 CONGRESS STREET, SUITE 175 CITY: CHARLOTTE STATE: NC ZIP: 28209 BUSINESS PHONE: 704-285-7300 MAIL ADDRESS: STREET 1: 4250 CONGRESS STREET, SUITE 175 CITY: CHARLOTTE STATE: NC ZIP: 28209 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001633573 XXXXXXXX 03-31-2023 03-31-2023 false Colony Family Offices, LLC

4250 CONGRESS STREET, SUITE 175 CHARLOTTE NC 28209

13F HOLDINGS REPORT 028-20592 000167017 801-77764 N Sarah Brock Rhodes 704-285-7268 /s/ Sarah Brock Rhodes Charlotte NC 05-09-2023 0 95 261045457 INFORMATION TABLE 2 fp0083151-4_13fhr-table.xml ABBOTT LABS COM 002824100 708820 7000 SH SOLE 7000 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 227219 795 SH SOLE 795 0 0 ADVANCED MICRO DEVICES INC COM 007903107 677837 6916 SH SOLE 6916 0 0 ALPHABET INC CAP STK CL C 02079K107 1466400 14100 SH SOLE 14100 0 0 ALPHABET INC CAP STK CL A 02079K305 983360 9480 SH SOLE 9480 0 0 AMAZON COM INC COM 023135106 3615563 35004 SH SOLE 35004 0 0 APPLE INC COM 037833100 6933385 42046 SH SOLE 42046 0 0 AT&T INC COM 00206R102 241299 12535 SH SOLE 12535 0 0 BANK AMERICA CORP COM 060505104 286037 10001 SH SOLE 10001 0 0 BARCLAYS BANK PLC DJUBS CMDT ETN36 06738C778 749346 23721 SH SOLE 23721 0 0 BECTON DICKINSON & CO COM 075887109 693112 2800 SH SOLE 2800 0 0 BECTON DICKINSON & CO 6% DP CONV PFD B 075887406 24860 500 SH SOLE 500 0 0 BERKSHIRE HATHAWAY INC DEL 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