Relyea Zuckerberg Hanson LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RZ Relyea Zuckerberg Hanson LLC | Institutional Filer | ▲ 0.46% | $994.6M | 276 |
Current Portfolio Holdings
Showing all 276 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | — | 247K | $107.7M | 10.83% |
| 2 | VTV | VANGUARD INDEX FDS | — | 464K | $91.0M | 9.15% |
| 3 | IWF | ISHARES TR | — | 117K | $49.7M | 5.00% |
| 4 | BIL | SPDR SERIES TRUST | — | 505K | $46.3M | 4.66% |
| 5 | IWD | ISHARES TR | — | 206K | $44.1M | 4.44% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | — | 607K | $38.9M | 3.91% |
| 7 | SGOV | ISHARES TR | — | 331K | $33.3M | 3.35% |
| 8 | AAUS | EA SERIES TRUST | — | 446K | $23.4M | 2.35% |
| 9 | AAPL | Apple Inc. | Technology | 81K | $20.6M | 2.07% |
| 10 | NVDA | NVIDIA Corporation | Technology | 117K | $20.5M | 2.06% |
| 11 | SPY | SPDR S&P 500 ETF Trust | — | 30K | $19.3M | 1.95% |
| 12 | MSFT | Microsoft Corporation | Technology | 52K | $19.3M | 1.94% |
| 13 | IDEV | ISHARES TR | — | 213K | $17.8M | 1.79% |
| 14 | AVTM | AMERICAN CENTY ETF TR | — | 371K | $17.5M | 1.75% |
| 15 | NaN | EA SERIES TRUST | — | 340K | $16.6M | 1.67% |
Showing 1 to 15 of 276 holdings