Instuitional Investor - Relyea Zuckerberg Hanson Llc

Fund Profile
Filing Period:
Fund Name: Relyea Zuckerberg Hanson Llc
Portfolio Value $512,519,361
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
443,087 $66,241,482 12.92%
2.
Vanguard Index Fds
210,335 $65,388,845 12.75%
3. IEF 213,651 $35,305,860 6.88%
4. IEF 109,788 $33,284,390 6.49%
5.
Vanguard Tax-Managed Fds
422,958 $20,259,668 3.95%