Relyea Zuckerberg Hanson LLC
Q4 2024 13F Holdings
- Locationstamford, CT
- Num holdings
254
- Value ($000)
$743,550
- Date Filed01/15/2025
- Form type13F-HR
- CIK0001793691
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $97.85 M | 13 % | 238,408 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $77.71 M | 11 % | 458,999 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $48.46 M | 7 % | 120,679 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $41.15 M | 6 % | 222,296 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $24.14 M | 3 % | 57,273 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $21.92 M | 3 % | 458,322 | ||
AAPL APPLE INC | COM | 037833100 | $21.84 M | 3 % | 87,225 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $16.48 M | 2 % | 122,718 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $15.79 M | 2 % | 26,935 | ||
VOOG VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | $12.25 M | 2 % | 33,456 |
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