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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 $742,212,789
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 243,812 $90,410,183 12.18%
2.
Vanguard Index Fds - VALUE ETF
 457,300 $78,994,005 10.64%
3.
Ishares Trust
 IEF 120,965 $43,679,272 5.89%
4.
Ishares Trust
 IEF 216,465 $40,730,091 5.49%
5.
Spdr Ser Tr
 360,402 $33,059,675 4.45%
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)