Relyea Zuckerberg Hanson LLC
Q1 2025 13F Holdings
- Locationstamford, CT
- Num holdings
252
- Value ($000)
$742,213
- Date Filed04/16/2025
- Form type13F-HR
- CIK0001793691
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $90.41M | 12 % | 243,812 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $78.99M | 11 % | 457,300 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $43.68M | 6 % | 120,965 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $40.73M | 6 % | 216,465 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $33.06M | 5 % | 360,402 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $23.43M | 3 % | 460,971 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $20.09M | 3 % | 53,524 | ||
AAPL APPLE INC | COM | 037833100 | $18.91M | 3 % | 85,127 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $15.10M | 2 % | 26,991 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $13.46M | 2 % | 124,151 |
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