Relyea Zuckerberg Hanson

Relyea Zuckerberg Hanson as of March 31, 2026

Portfolio Holdings for Relyea Zuckerberg Hanson

Relyea Zuckerberg Hanson holds 276 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 10.8 $108M 247k 436.79
Vanguard Index Fds Value Etf (VTV) 9.1 $91M 464k 196.20
Ishares Tr Rus 1000 Grw Etf (IWF) 5.0 $50M 117k 426.40
Spdr Series Trust State Street Spd (BIL) 4.7 $46M 506k 91.64
Ishares Tr Rus 1000 Val Etf (IWD) 4.4 $44M 207k 213.67
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.9 $39M 607k 64.08
Ishares Tr 0-3 Mnth Treasry (SGOV) 3.3 $33M 331k 100.66
Ea Series Trust Alpha Architect (AAUS) 2.3 $23M 446k 52.38
Apple (AAPL) 2.1 $21M 81k 253.79
NVIDIA Corporation (NVDA) 2.1 $21M 117k 174.40
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.9 $19M 30k 650.34
Microsoft Corporation (MSFT) 1.9 $19M 52k 370.17
Ishares Tr Core Msci Intl (IDEV) 1.8 $18M 213k 83.57
American Centy Etf Tr Avantis Total Eq (AVTM) 1.8 $18M 371k 47.01
Ea Series Trust Alpha Architect (AAUA) 1.7 $17M 340k 48.94
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $13M 40k 320.81
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 1.2 $12M 29k 407.69
Ishares Tr Esg Awr Msci Usa (ESGU) 1.1 $11M 78k 141.42
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $11M 18k 577.19
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $10M 18k 597.55
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 1.0 $10M 50k 203.79
Select Sector Spdr Tr State Street Tec (XLK) 1.0 $9.7M 73k 132.90
Ishares Tr Core Msci Eafe (IEFA) 0.8 $8.4M 93k 90.53
Johnson & Johnson (JNJ) 0.8 $8.4M 34k 244.44
Spdr Series Trust State Street Spd (SPYG) 0.8 $8.3M 85k 97.91
Alphabet Cap Stk Cl A (GOOGL) 0.8 $8.2M 29k 287.56
Ishares Tr Rus 1000 Etf (IWB) 0.8 $8.2M 23k 356.56
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $8.0M 37k 217.25
Alphabet Cap Stk Cl C (GOOG) 0.8 $7.9M 27k 286.86
Vanguard World Esg Us Stk Etf (ESGV) 0.8 $7.8M 69k 112.27
Lightpath Technologies Com Cl A (LPTH) 0.8 $7.7M 766k 10.03
Fastly Cl A (FSLY) 0.8 $7.6M 260k 29.06
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.8 $7.5M 69k 109.69
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.7 $7.4M 25k 302.25
JPMorgan Chase & Co. (JPM) 0.7 $7.0M 24k 294.16
Amazon (AMZN) 0.7 $6.9M 33k 208.27
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.7 $6.7M 56k 120.61
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.7 $6.6M 69k 95.62
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.7 $6.6M 59k 110.47
Abbvie (ABBV) 0.6 $6.1M 28k 217.49
World Gold Tr Spdr Gld Minis (GLDM) 0.6 $5.9M 63k 92.69
Exxon Mobil Corporation (XOM) 0.6 $5.7M 33k 169.66
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.5 $5.4M 108k 49.79
Spdr Gold Tr Gold Shs (GLD) 0.5 $5.0M 12k 430.29
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.5 $4.5M 49k 93.74
Broadcom (AVGO) 0.5 $4.5M 15k 309.52
Ab Active Etfs New York Interme (NYM) 0.4 $4.0M 162k 24.95
Meta Platforms Cl A (META) 0.4 $4.0M 7.0k 572.14
Visa Com Cl A (V) 0.4 $3.9M 13k 302.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $3.7M 7.7k 479.20
Ishares Tr Esg Optimized (SUSA) 0.3 $3.2M 24k 132.10
Procter & Gamble Company (PG) 0.3 $3.1M 22k 144.44
Eli Lilly & Co. (LLY) 0.3 $2.9M 3.2k 919.84
Marsh & McLennan Companies (MRSH) 0.3 $2.9M 17k 173.45
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $2.9M 13k 215.07
Ishares Gold Tr Ishares New (IAU) 0.3 $2.8M 32k 88.16
Select Sector Spdr Tr State Street Con (XLY) 0.2 $2.5M 23k 108.98
Abbott Laboratories (ABT) 0.2 $2.5M 24k 102.67
Tesla Motors (TSLA) 0.2 $2.4M 6.5k 371.75
Costco Wholesale Corporation (COST) 0.2 $2.4M 2.4k 996.41
Coca-Cola Company (KO) 0.2 $2.4M 31k 76.05
Ishares Tr Core S&p500 Etf (IVV) 0.2 $2.4M 3.6k 653.25
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $2.4M 7.5k 313.80
Select Sector Spdr Tr State Street Ind (XLI) 0.2 $2.3M 15k 161.73
Applied Materials (AMAT) 0.2 $2.3M 6.7k 341.79
Automatic Data Processing (ADP) 0.2 $2.3M 11k 203.18
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $2.3M 89k 25.64
Cisco Systems (CSCO) 0.2 $2.2M 28k 77.59
Wal-Mart Stores (WMT) 0.2 $2.2M 17k 124.28
Ishares Tr Esg Aware Msci (ESML) 0.2 $2.1M 45k 47.02
Tetra Tech (TTEK) 0.2 $2.1M 71k 30.12
Home Depot (HD) 0.2 $2.0M 6.2k 328.90
McDonald's Corporation (MCD) 0.2 $1.9M 6.1k 310.77
Spdr Series Trust State Street Spd (SPYV) 0.2 $1.9M 34k 56.58
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $1.9M 25k 75.10
Mastercard Incorporated Cl A (MA) 0.2 $1.8M 3.6k 499.67
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.7M 6.9k 247.99
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.7M 34k 49.89
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $1.7M 7.0k 237.63
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $1.6M 8.5k 189.59
Morgan Stanley Com New (MS) 0.2 $1.5M 9.2k 164.58
Star Bulk Carriers Corp. Shs Par (SBLK) 0.1 $1.5M 64k 22.97
Chubb (CB) 0.1 $1.5M 4.5k 325.90
Oracle Corporation (ORCL) 0.1 $1.4M 9.7k 147.11
Goldman Sachs (GS) 0.1 $1.4M 1.6k 845.90
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $1.4M 28k 49.37
Vanguard World Inf Tech Etf (VGT) 0.1 $1.3M 1.8k 697.89
Merck & Co (MRK) 0.1 $1.2M 10k 120.28
Caterpillar (CAT) 0.1 $1.2M 1.7k 708.32
Chevron Corporation (CVX) 0.1 $1.2M 5.9k 206.91
Raytheon Technologies Corp (RTX) 0.1 $1.2M 6.2k 192.91
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $1.1M 11k 103.43
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.1M 10k 113.11
Ishares Msci Emrg Chn (EMXC) 0.1 $1.1M 14k 78.66
Netflix (NFLX) 0.1 $1.1M 12k 96.15
Pepsi (PEP) 0.1 $1.1M 7.1k 155.29
Union Pacific Corporation (UNP) 0.1 $1.1M 4.4k 242.64
Global X Fds Artificial Etf (AIQ) 0.1 $1.1M 23k 46.67
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.1M 5.3k 198.28
UnitedHealth (UNH) 0.1 $982k 3.6k 270.57
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $981k 20k 49.50
Intel Corporation (INTC) 0.1 $976k 22k 44.13
Philip Morris International (PM) 0.1 $932k 5.6k 165.35
Ishares Tr Msci Eafe Etf (EFA) 0.1 $919k 9.5k 97.13
Palantir Technologies Cl A (PLTR) 0.1 $901k 6.2k 146.28
Ge Aerospace Com New (GE) 0.1 $892k 3.1k 283.76
Thermo Fisher Scientific (TMO) 0.1 $889k 1.8k 491.47
Bank of America Corporation (BAC) 0.1 $881k 18k 48.75
Boston Scientific Corporation (BSX) 0.1 $858k 14k 62.75
Honeywell International (HON) 0.1 $852k 3.8k 226.05
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $848k 14k 59.03
Corning Incorporated (GLW) 0.1 $839k 6.2k 135.97
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $837k 5.7k 148.11
Linde SHS (LIN) 0.1 $836k 1.7k 495.90
Micron Technology (MU) 0.1 $834k 2.5k 337.84
Lowe's Companies (LOW) 0.1 $831k 3.5k 236.27
Stryker Corporation (SYK) 0.1 $824k 2.5k 328.61
Ecolab (ECL) 0.1 $809k 3.0k 266.01
Advanced Micro Devices (AMD) 0.1 $807k 4.0k 203.43
McKesson Corporation (MCK) 0.1 $775k 895.00 865.36
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $771k 7.6k 101.74
Lam Research Corp Com New (LRCX) 0.1 $753k 3.5k 213.66
International Business Machines (IBM) 0.1 $753k 3.1k 242.39
At&t (T) 0.1 $752k 26k 28.99
Ge Vernova (GEV) 0.1 $749k 858.00 872.96
Nextera Energy (NEE) 0.1 $747k 8.0k 92.88
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $740k 25k 29.13
Ark Etf Tr Innovation Etf (ARKK) 0.1 $734k 11k 67.59
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $732k 5.9k 124.32
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $718k 1.00 718140.00
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $709k 6.7k 106.50
Citigroup Com New (C) 0.1 $691k 6.1k 113.41
Blackrock (BLK) 0.1 $678k 705.00 962.29
Charles Schwab Corporation (SCHW) 0.1 $650k 6.9k 93.98
Emerson Electric (EMR) 0.1 $647k 4.9k 131.02
State Street Corporation (STT) 0.1 $623k 4.9k 126.56
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $620k 6.4k 97.24
Vanguard Index Fds Large Cap Etf (VV) 0.1 $615k 2.1k 298.78
Parker-Hannifin Corporation (PH) 0.1 $605k 676.00 894.70
salesforce (CRM) 0.1 $595k 3.2k 186.67
TJX Companies (TJX) 0.1 $580k 3.6k 159.70
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $566k 6.1k 92.74
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $563k 4.8k 116.30
Analog Devices (ADI) 0.1 $552k 1.7k 318.15
Deere & Company (DE) 0.1 $552k 979.00 563.30
Progressive Corporation (PGR) 0.1 $551k 2.8k 198.27
Wells Fargo & Company (WFC) 0.1 $545k 6.8k 79.62
Yum! Brands (YUM) 0.1 $542k 3.5k 155.48
Ishares Tr Esg Msci Leadr (SUSL) 0.1 $541k 4.8k 113.60
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 0.1 $538k 6.7k 80.06
Wisdomtree Tr Us High Dividend (DHS) 0.1 $534k 4.9k 109.22
Duke Energy Corp Com New (DUK) 0.1 $524k 4.0k 130.96
Spdr Series Trust State Street Spd (SPYM) 0.1 $522k 6.8k 76.55
American Express Company (AXP) 0.1 $519k 1.7k 302.48
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $517k 7.7k 67.53
Amgen (AMGN) 0.1 $510k 1.4k 351.85
Capital One Financial (COF) 0.1 $506k 2.8k 182.46
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $504k 16k 30.96
Illinois Tool Works (ITW) 0.0 $496k 1.9k 260.35
AFLAC Incorporated (AFL) 0.0 $491k 4.5k 109.71
Aon Shs Cl A (AON) 0.0 $480k 1.5k 322.85
Verizon Communications (VZ) 0.0 $475k 9.5k 50.20
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.0 $470k 13k 36.11
Vanguard Index Fds Small Cp Etf (VB) 0.0 $467k 1.8k 261.92
Hartford Financial Services (HIG) 0.0 $466k 3.4k 135.23
Kla Corp Com New (KLAC) 0.0 $464k 315.00 1472.41
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $454k 10k 45.06
Eaton Corp SHS (ETN) 0.0 $452k 1.3k 357.62
Information Services (III) 0.0 $449k 117k 3.84
Gilead Sciences (GILD) 0.0 $447k 3.2k 139.37
Amphenol Corp Cl A (APH) 0.0 $447k 3.5k 126.34
Pfizer (PFE) 0.0 $445k 16k 28.08
Danaher Corporation (DHR) 0.0 $441k 2.3k 189.60
Hilton Worldwide Holdings (HLT) 0.0 $437k 1.4k 304.08
Ishares Tr Low Carbon Optim (CRBN) 0.0 $437k 2.0k 222.85
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $435k 11k 38.42
American Water Works (AWK) 0.0 $432k 3.2k 136.09
Paychex (PAYX) 0.0 $431k 4.7k 92.12
Norfolk Southern (NSC) 0.0 $408k 1.4k 287.00
Waste Management (WM) 0.0 $408k 1.8k 229.76
Uber Technologies (UBER) 0.0 $407k 5.7k 71.93
Qualcomm (QCOM) 0.0 $404k 3.1k 128.76
Intuitive Surgical Com New (ISRG) 0.0 $399k 866.00 460.99
Moody's Corporation (MCO) 0.0 $399k 914.00 436.31
Ares Management Corporation Cl A Com Stk (ARES) 0.0 $397k 3.6k 109.11
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $395k 2.1k 191.90
Northrop Grumman Corporation (NOC) 0.0 $394k 577.00 682.59
Bank of New York Mellon Corporation (BK) 0.0 $388k 3.3k 118.64
Southern Company (SO) 0.0 $382k 4.0k 96.51
PPG Industries (PPG) 0.0 $382k 3.6k 106.87
Marathon Petroleum Corp (MPC) 0.0 $378k 1.5k 244.19
Williams Companies (WMB) 0.0 $377k 5.2k 72.78
CSX Corporation (CSX) 0.0 $372k 9.1k 41.05
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $371k 4.8k 77.11
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $369k 827.00 446.54
Valero Energy Corporation (VLO) 0.0 $365k 1.5k 247.10
3M Company (MMM) 0.0 $355k 2.4k 145.25
Cummins (CMI) 0.0 $348k 647.00 538.28
Texas Instruments Incorporated (TXN) 0.0 $348k 1.8k 194.13
Western Digital (WDC) 0.0 $343k 1.3k 270.49
Lockheed Martin Corporation (LMT) 0.0 $343k 567.00 604.51
PNC Financial Services (PNC) 0.0 $343k 1.6k 208.09
Blackstone Group Inc Com Cl A (BX) 0.0 $339k 3.0k 114.99
Bristol Myers Squibb (BMY) 0.0 $335k 5.5k 60.65
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $330k 841.00 391.76
Colgate-Palmolive Company (CL) 0.0 $327k 3.8k 85.24
United Rentals (URI) 0.0 $311k 427.00 728.56
Walt Disney Company (DIS) 0.0 $311k 3.2k 96.37
Kinder Morgan (KMI) 0.0 $310k 9.2k 33.53
Trane Technologies SHS (TT) 0.0 $307k 736.00 416.84
Ishares Tr New York Mun Etf (NYF) 0.0 $304k 5.7k 53.12
Ishares Tr National Mun Etf (MUB) 0.0 $302k 2.8k 106.15
Intuit (INTU) 0.0 $300k 694.00 432.38
Iron Mountain (IRM) 0.0 $299k 2.9k 102.16
Altria (MO) 0.0 $294k 4.5k 65.99
Howmet Aerospace (HWM) 0.0 $291k 1.3k 230.46
Metropcs Communications (TMUS) 0.0 $289k 1.4k 210.05
General Motors Company (GM) 0.0 $288k 3.9k 74.51
Applovin Corp Com Cl A (APP) 0.0 $286k 718.00 398.00
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.0 $282k 2.3k 124.49
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $282k 1.7k 165.72
Cbre Group Cl A (CBRE) 0.0 $279k 2.1k 135.46
Church & Dwight (CHD) 0.0 $278k 3.0k 93.32
W.W. Grainger (GWW) 0.0 $277k 254.00 1088.70
Starbucks Corporation (SBUX) 0.0 $276k 3.1k 89.60
First Tr Exchange-traded Wtr Etf (FIW) 0.0 $276k 2.7k 103.13
S&p Global (SPGI) 0.0 $273k 641.00 425.43
Marriott Intl Cl A (MAR) 0.0 $270k 824.00 327.07
Trimble Navigation (TRMB) 0.0 $269k 4.1k 65.23
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $266k 4.0k 66.86
Pangaea Logistics Solution L SHS (PANL) 0.0 $264k 37k 7.08
Cigna Corp (CI) 0.0 $260k 974.00 266.67
Palo Alto Networks (PANW) 0.0 $257k 1.6k 160.32
Phillips 66 (PSX) 0.0 $256k 1.4k 182.18
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $253k 1.3k 191.81
Servicenow (NOW) 0.0 $248k 2.4k 104.55
American Electric Power Company (AEP) 0.0 $247k 1.9k 131.08
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $246k 2.4k 100.61
Medtronic SHS (MDT) 0.0 $244k 2.8k 86.65
Arista Networks Com Shs (ANET) 0.0 $241k 2.0k 122.78
Global X Fds Defense Tech Etf (SHLD) 0.0 $239k 3.4k 70.84
Enterprise Products Partners (EPD) 0.0 $238k 6.3k 37.84
Ishares Tr Select Us Reit (ICF) 0.0 $235k 3.8k 61.89
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $235k 5.2k 45.50
Motorola Solutions Com New (MSI) 0.0 $235k 541.00 433.97
Constellation Energy (CEG) 0.0 $234k 837.00 279.38
Travelers Companies (TRV) 0.0 $230k 790.00 291.70
Boeing Company (BA) 0.0 $230k 1.2k 199.03
Dell Technologies CL C (DELL) 0.0 $228k 1.4k 164.13
Select Sector Spdr Tr State Street Uti (XLU) 0.0 $227k 4.9k 45.89
Etf Ser Solutions Defiance Quantum (QTUM) 0.0 $227k 2.1k 107.30
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $226k 9.1k 24.75
Equinix (EQIX) 0.0 $226k 230.00 980.31
General Dynamics Corporation (GD) 0.0 $225k 654.00 343.22
Welltower Inc Com reit (WELL) 0.0 $223k 1.1k 197.71
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $223k 4.2k 52.56
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $220k 1.7k 132.48
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $219k 7.1k 30.68
Ishares Tr S&p 100 Etf (OEF) 0.0 $218k 685.00 318.29
Cadence Design Systems (CDNS) 0.0 $216k 778.00 277.87
Booking Holdings (BKNG) 0.0 $215k 51.00 4210.49
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $212k 11k 19.30
Johnson Controls Internation SHS (JCI) 0.0 $211k 1.6k 130.95
Wisdomtree Tr True Developed I (DOL) 0.0 $211k 3.1k 67.98
FedEx Corporation (FDX) 0.0 $210k 590.00 355.91
Crowdstrike Hldgs Cl A (CRWD) 0.0 $207k 529.00 390.41
Baker Hughes Company Cl A (BKR) 0.0 $205k 3.4k 61.05
Neuberger Berman Etf Trust Short Duration I (NBSD) 0.0 $205k 4.0k 50.71
Verisk Analytics (VRSK) 0.0 $204k 1.1k 189.76
AutoZone (AZO) 0.0 $203k 60.00 3377.78
Agnc Invt Corp Com reit (AGNC) 0.0 $161k 16k 10.03
Ocular Therapeutix (OCUL) 0.0 $149k 18k 8.47
Sfl Corporation SHS (SFL) 0.0 $137k 13k 10.79
Beeline Holdings Com New (BLNE) 0.0 $94k 40k 2.35
Pet Acquisition LLC -Class A (WOOF) 0.0 $64k 23k 2.78
Eledon Pharmaceuticals (ELDN) 0.0 $37k 12k 3.08