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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 $853,275,109
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 245,688 $107,709,832 12.62%
2.
Vanguard Index Fds - VALUE ETF
 458,404 $81,018,284 9.49%
3.
Ishares Trust
 IEF 120,556 $51,185,792 6%
4.
Ishares Trust
 IEF 215,741 $41,903,310 4.91%
5.
Spdr Series Trust
 371,421 $34,070,466 3.99%
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%
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Returns since its inception in May 2014 (through August 15th, 2025)