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Home > Institutional Investor > Relyea Zuckerberg Hanson Llc > Profile

Instuitional Investor - Relyea Zuckerberg Hanson Llc

Fund Profile
Filing Period:
Fund Name: Relyea Zuckerberg Hanson Llc
Portfolio Value $989,995,753
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 243,326 $118,708,900 11.99%
2.
Vanguard Index Fds - VALUE ETF
 460,805 $88,009,210 8.89%
3.
Ishares Trust
 IEF 117,900 $55,801,919 5.64%
4.
Ishares Trust
 IEF 207,859 $43,721,138 4.42%
5.
Spdr Series Trust
 462,338 $42,248,441 4.27%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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