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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 $743,550,487
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 238,408 $97,852,154 13.16%
2.
Vanguard Index Fds - VALUE ETF
 458,999 $77,708,606 10.45%
3.
Ishares Trust
 IEF 120,679 $48,462,374 6.51%
4.
Ishares Trust
 IEF 222,296 $41,153,717 5.53%
5.
Microsoft Corp
 MSFT 57,273 $24,140,394 3.24%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)