Relyea Zuckerberg Hanson LLC - Portfolio overview

Relyea Zuckerberg Hanson LLC has 295 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 10.92%
2. VTV - VANGUARD INDEX FDS, 9.22%
3. IWF - ISHARES TR, 5.04%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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