Relyea Zuckerberg Hanson LLC
Q3 2025 13F Holdings
- Locationstamford, CT
- Num holdings
270
- Value ($000)
$951,225
- Date Filed10/21/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $117.07 M | 12 % | 244,092 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $85.06 M | 9 % | 456,131 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $55.77 M | 6 % | 119,053 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $42.33 M | 5 % | 207,936 | ||
KRE SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 | $38.39 M | 4 % | 418,366 | ||
EA SERIES TRUST | ALPHA ARCHITECT | 02072Q853 | $32.55 M | 3 % | 602,937 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $29.98 M | 3 % | 500,335 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $29.15 M | 3 % | 56,284 | ||
AAPL APPLE INC | COM | 037833100 | $25.07 M | 3 % | 98,474 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $23.44 M | 3 % | 125,605 |
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