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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 $994,586,010
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 246,527 $107,680,702 10.83%
2.
Vanguard Index Fds - VALUE ETF
 463,695 $90,976,945 9.15%
3.
Ishares Trust
 IEF 116,600 $49,718,082 5%
4.
Spdr Series Trust
 505,482 $46,322,352 4.66%
5.
Ishares Trust
 IEF 206,484 $44,119,443 4.44%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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