Relyea Zuckerberg Hanson

Latest statistics and disclosures from Relyea Zuckerberg Hanson's latest quarterly 13F-HR filing:

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Positions held by Relyea Zuckerberg Hanson LLC consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Relyea Zuckerberg Hanson

Companies in the Relyea Zuckerberg Hanson portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 12.8 $20M +37% 84k 237.35
Ark Etf Tr Innovation Etf (ARKK) 12.1 $19M +26% 183k 102.83
Vanguard Index Fds Value Etf (VTV) 5.7 $8.9M +17% 82k 108.06
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 4.0 $6.2M 29k 216.74
Apple (AAPL) 3.5 $5.4M +303% 45k 120.72
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 3.5 $5.4M 104k 52.09
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.1 $4.9M 21k 231.05
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 3.1 $4.8M +2% 43k 112.54
Vanguard Index Fds Total Stk Mkt (VTI) 2.3 $3.6M 20k 177.87
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.3 $3.5M 10k 347.49
Ishares Tr Rus 1000 Grw Etf (IWF) 2.1 $3.3M +13% 15k 225.98
Microsoft Corporation (MSFT) 2.1 $3.2M 15k 219.65
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.6 $2.5M -4% 60k 41.42
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $2.4M +8% 53k 44.56

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Marsh & McLennan Companies (MMC) 1.5 $2.3M 20k 114.37
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.4 $2.3M +11% 19k 119.75
Ishares Tr Core Msci Eafe (IEFA) 1.3 $2.1M -17% 34k 60.98
Ishares Tr Rus 1000 Val Etf (IWD) 1.3 $2.0M +6% 17k 122.90
Amazon (AMZN) 1.3 $2.0M +17% 594.00 3338.38
Lightpath Technologies Com Cl A (LPTH) 1.3 $2.0M 778k 2.51
Eagle Bulk Shipping 1.1 $1.7M NEW 97k 17.37
Ishares Tr Rus 2000 Grw Etf (IWO) 1.1 $1.7M -4% 7.0k 239.91
Pepsi (PEP) 1.0 $1.6M 11k 141.44
Ishares Tr Msci Emg Mkt Etf (EEM) 0.9 $1.3M -7% 30k 45.41
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.7 $1.2M +12% 36k 32.35
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.7 $1.1M -14% 9.7k 116.37
Johnson & Johnson (JNJ) 0.7 $1.1M -2% 7.6k 147.23
Honeywell International (HON) 0.6 $999k -8% 5.8k 172.63
Ishares Tr Russell 2000 Etf (IWM) 0.6 $988k 6.1k 162.74
Spdr Gold Tr Gold Shs (GLD) 0.6 $980k 5.5k 179.00
Ishares Gold Trust Ishares (IAU) 0.6 $943k 52k 18.17
Boston Scientific Corporation (BSX) 0.6 $930k 24k 38.99
Ishares Tr Msci Usa Esg Slc (SUSA) 0.6 $905k +7% 5.9k 153.55
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $835k 6.3k 133.54
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $829k 16k 51.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $804k -3% 3.8k 211.75
PPG Industries (PPG) 0.5 $802k -8% 5.9k 136.65
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.5 $797k 6.7k 119.19
Ishares Tr Core Msci Intl (IDEV) 0.5 $781k -14% 14k 54.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $766k 2.4k 319.17
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $763k 2.6k 290.11
JPMorgan Chase & Co. (JPM) 0.5 $721k 7.1k 101.66
Ark Etf Tr Genomic Rev Etf (ARKG) 0.5 $721k +9% 9.9k 72.87
Home Depot (HD) 0.5 $709k 2.5k 287.39
Mastercard Incorporated Cl A (MA) 0.4 $699k +21% 2.1k 338.66
Union Pacific Corporation (UNP) 0.4 $686k +4% 3.3k 208.70
Procter & Gamble Company (PG) 0.4 $670k -3% 4.7k 143.90
Fastly Cl A (FSLY) 0.4 $653k 7.3k 89.70
Ishares Esg Awr Msci Em (ESGE) 0.4 $645k +8% 18k 36.84
Ishares Tr Esg Aware Msci (ESML) 0.4 $608k +7% 21k 28.79
Visa Com Cl A (V) 0.4 $603k +25% 3.0k 199.54
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $598k 3.1k 190.81
Ishares Core Msci Emkt (IEMG) 0.4 $588k -7% 11k 54.27
Chubb (CB) 0.4 $588k 4.9k 120.15
Alphabet Cap Stk Cl A (GOOGL) 0.4 $560k +4% 360.00 1555.56
Disney Walt Com Disney (DIS) 0.4 $551k -3% 4.3k 127.40
Morgan Stanley Com New (MS) 0.3 $515k 10k 51.32
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $514k -13% 4.7k 108.53
3M Company (MMM) 0.3 $511k -13% 3.0k 169.15
Church & Dwight (CHD) 0.3 $489k 5.1k 95.04
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $485k 1.5k 326.82
Costco Wholesale Corporation (COST) 0.3 $481k +6% 1.3k 376.37
American Water Works (AWK) 0.3 $481k 3.1k 155.92
Ishares Tr Msci Eafe Etf (EFA) 0.3 $458k -18% 7.1k 64.42
Seacoast Bkg Corp Fla Com New (SBCF) 0.3 $451k 23k 19.76
Alphabet Cap Stk Cl C (GOOG) 0.3 $447k +15% 287.00 1557.49
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $426k 7.9k 54.21
Facebook Cl A (FB) 0.3 $414k +12% 1.6k 266.41
CSX Corporation (CSX) 0.3 $411k 5.1k 80.99
Abbvie (ABBV) 0.3 $403k 4.7k 85.24
Colgate-Palmolive Company (CL) 0.3 $399k 5.0k 79.78
Wisdomtree Tr Us High Dividend (DHS) 0.3 $397k +9% 6.2k 64.45
Ishares Tr Msci Lw Crb Tg (CRBN) 0.3 $396k -5% 2.9k 135.15
Coca-Cola Company (KO) 0.2 $386k -2% 7.7k 50.03
Yum! Brands (YUM) 0.2 $384k 3.9k 99.48
Norfolk Southern (NSC) 0.2 $382k 1.7k 219.54
Oracle Corporation (ORCL) 0.2 $370k +4% 6.1k 60.54
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $337k 5.2k 64.25
McDonald's Corporation (MCD) 0.2 $332k 1.4k 229.60
WPP Adr (WPP) 0.2 $332k NEW 7.9k 41.87
Automatic Data Processing (ADP) 0.2 $320k 2.2k 147.40
Bristol Myers Squibb (BMY) 0.2 $319k -23% 5.3k 60.42
Paychex (PAYX) 0.2 $316k 3.8k 83.22
Stanley Black & Decker (SWK) 0.2 $316k 1.8k 176.54
Accenture Plc Ireland Shs Class A (ACN) 0.2 $315k 1.4k 228.43
Verizon Communications (VZ) 0.2 $311k +3% 5.3k 58.15
Select Sector Spdr Tr Technology (XLK) 0.2 $304k 2.5k 121.31
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $300k 5.7k 52.82
Aon Shs Cl A (AON) 0.2 $296k 1.4k 213.10
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $290k 3.8k 76.32
Merck & Co (MRK) 0.2 $283k 3.6k 79.14
Applied Materials (AMAT) 0.2 $281k 4.4k 63.43
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $279k 4.6k 60.92
S&p Global (SPGI) 0.2 $278k 800.00 347.50
International Business Machines (IBM) 0.2 $277k -2% 2.2k 125.06
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.2 $263k -24% 1.6k 164.48
Pfizer (PFE) 0.2 $252k +4% 6.9k 36.52
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $250k -9% 3.0k 83.98
Illinois Tool Works (ITW) 0.2 $246k 1.2k 203.64
Sprott Physical Gold Tr Unit (PHYS) 0.2 $243k NEW 16k 15.16
Intel Corporation (INTC) 0.2 $242k +22% 4.5k 53.92
At&t (T) 0.2 $239k -6% 8.7k 27.42
Clorox Company (CLX) 0.2 $238k -4% 1.1k 218.35
McKesson Corporation (MCK) 0.2 $235k 1.5k 156.67
Abbott Laboratories (ABT) 0.1 $230k NEW 2.1k 107.53
Advanced Micro Devices (AMD) 0.1 $209k NEW 2.5k 83.27
Bank of America Corporation (BAC) 0.1 $209k NEW 8.6k 24.17
Emerson Electric (EMR) 0.1 $208k NEW 3.0k 69.57
Yum China Holdings (YUMC) 0.1 $206k NEW 3.9k 53.37
salesforce (CRM) 0.1 $205k NEW 794.00 258.19
Destination Xl (DXLG) 0.1 $176k 640k 0.28
Information Services (III) 0.1 $161k 75k 2.15
Amarin Corp Spons Adr New (AMRN) 0.0 $57k 11k 5.04
Livexlive Media Com New (LIVX) 0.0 $23k NEW 10k 2.30

Past Filings by Relyea Zuckerberg Hanson

SEC 13F filings are viewable for Relyea Zuckerberg Hanson going back to 2019