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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 $951,224,521
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 244,092 $117,069,174 12.31%
2.
Vanguard Index Fds - VALUE ETF
 456,131 $85,063,862 8.94%
3.
Ishares Trust
 IEF 119,053 $55,765,492 5.86%
4.
Ishares Trust
 IEF 207,936 $42,333,742 4.45%
5.
Spdr Series Trust
 418,366 $38,385,036 4.04%
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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