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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 $512,519,361
Top 13F Holdings
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.
Ishares Trust
 IEF 213,651 $35,305,860 6.88%
4.
Ishares Trust
 IEF 109,788 $33,284,390 6.49%
5.
Vanguard Tax-Managed Fds
 422,958 $20,259,668 3.95%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)