Relyea Zuckerberg Hanson LLC
Q2 2025 13F Holdings
- Locationstamford, CT
- Num holdings
259
- Value ($000)
$853,275
- Date Filed07/22/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $107.71M | 13 % | 245,688 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $81.02M | 10 % | 458,404 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $51.19M | 6 % | 120,556 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $41.90M | 5 % | 215,741 | ||
KRE SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 | $34.07M | 4 % | 371,421 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $27.58M | 3 % | 55,441 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $26.39M | 3 % | 462,926 | ||
AAPL APPLE INC | COM | 037833100 | $23.54M | 3 % | 114,757 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $20.13M | 2 % | 127,444 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $18.12M | 2 % | 29,327 |
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