Relyea-Zuckerberg-Hanson

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OCUL",
  "ARES",
  "MU",
  "ACN",
  "MMM",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "SBCF",
  null,
  "VONG",
  null,
  "GOOGL",
  "AXP",
  null,
  "T",
  "BLK",
  "AMRN",
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "BSX",
  null,
  "DUK",
  "FSLY",
  null,
  "GILD",
  "HLT",
  "HON",
  "HD",
  "MCD",
  "INTU",
  null,
  "UNP",
  "QCOM",
  "ISRG",
  "EMXC",
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  "IVW",
  "PANL",
  "IJH",
  "KMI",
  "LRCX",
  "ICF",
  "LIN",
  "LPTH",
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  null,
  "GE",
  "HIG",
  "BX",
  "HSY",
  "IJR",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  "PAYX",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "PGR",
  "IJK",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  null,
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  null,
  null,
  "PPG",
  "IEFA",
  "SPGI",
  null,
  "SCHX",
  null,
  "NOW",
  "RTX",
  "GLD",
  "SPYG",
  null,
  "AMT",
  "SPLG",
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TMO",
  "TJX",
  "UBER",
  "UPS",
  "VV",
  "SCHW",
  "SBLK",
  null,
  "VWO",
  null,
  "VIG",
  null,
  "IWO",
  "IWN",
  null,
  "WOOF",
  null,
  null,
  null,
  "VYM",
  "VRTX",
  "TT",
  "VRSK",
  "AON",
  "AFL",
  "APH",
  "AMD",
  "FI",
  "AJG",
  "WM",
  "IWR",
  null,
  "AEP",
  "ETWO",
  "III",
  "AMZN",
  "MSI",
  null,
  "ESGD",
  null,
  null,
  null,
  "VEU",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VEA",
  "VOOV",
  "VXUS",
  "VOOG",
  "VIOG",
  null,
  "VBK",
  "VTEB",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  "YUM",
  null,
  "SCHD",
  "SCHG",
  null,
  "NSC",
  "SO",
  "TRMB",
  "SFL",
  "CRM",
  "SYY",
  null,
  "MCK",
  "SPYV",
  "GWW",
  "ESGU",
  null,
  "ADP",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BMY",
  "CARR",
  "CBRE",
  "CVX",
  "CB",
  "CHD",
  "CSCO",
  "C",
  "CLX",
  "KO",
  "CMCSA",
  "CL",
  "COST",
  "GLW",
  "CSX",
  "DHR",
  "DE",
  "DFS",
  "RSP",
  "IJJ",
  "EFA",
  "ADI",
  "MCO",
  "TTEK",
  "IWB",
  "NEE",
  "STT",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 252
Total Value: 742212789
Accession Number: 0001793691-25-000002
Form Type: 13F-HR
CIK: relyea-zuckerberg-hanson
Manager Name: Relyea-Zuckerberg-Hanson

Data Enrichment

87% identified

218 identified34 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

252 positions • $742.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908363

VOO|922908363

Shares:14.1K

Value:$7.3M

% of Portfolio:1.0% ($7.3M/$742.2M)

921910733

ESGV|921910733

Shares:68.2K

Value:$6.7M

% of Portfolio:0.9% ($6.7M/$742.2M)

922908595

VBK|922908595

Shares:26.5K

Value:$6.7M

% of Portfolio:0.9% ($6.7M/$742.2M)

464287622

IWB|464287622

Shares:21.4K

Value:$6.6M

% of Portfolio:0.9% ($6.6M/$742.2M)

46432F842

IEFA|46432F842

Shares:82.5K

Value:$6.2M

% of Portfolio:0.8% ($6.2M/$742.2M)

AMAZON COM INC

AMZN|023135106

Shares:31.3K

Value:$6.0M

% of Portfolio:0.8% ($6.0M/$742.2M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:22.8K

Value:$5.6M

% of Portfolio:0.8% ($5.6M/$742.2M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:32.6K

Value:$5.4M

% of Portfolio:0.7% ($5.4M/$742.2M)

00214Q401

Shares:55.6K

Value:$5.3M

% of Portfolio:0.7% ($5.3M/$742.2M)

025072877

Shares:59.9K

Value:$5.2M

% of Portfolio:0.7% ($5.2M/$742.2M)

AbbVie Inc.

ABBV|00287Y109

Shares:24.3K

Value:$5.1M

% of Portfolio:0.7% ($5.1M/$742.2M)

VISA INC.

V|92826C839

Shares:14.4K

Value:$5.1M

% of Portfolio:0.7% ($5.1M/$742.2M)

46435G516

ESGD|46435G516

Shares:58.1K

Value:$4.7M

% of Portfolio:0.6% ($4.7M/$742.2M)

Alphabet Inc.

GOOG|02079K107

Shares:28.6K

Value:$4.5M

% of Portfolio:0.6% ($4.5M/$742.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:8.2K

Value:$4.4M

% of Portfolio:0.6% ($4.4M/$742.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:27.9K

Value:$4.3M

% of Portfolio:0.6% ($4.3M/$742.2M)

PROCTER & GAMBLE Co

PG|742718109

Shares:25.0K

Value:$4.3M

% of Portfolio:0.6% ($4.3M/$742.2M)

EXXON MOBIL CORP

XOM|30231G102

Shares:35.0K

Value:$4.2M

% of Portfolio:0.6% ($4.2M/$742.2M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:13.0K

Value:$4.0M

% of Portfolio:0.5% ($4.0M/$742.2M)

Meta Platforms, Inc.

META|30303M102

Shares:6.9K

Value:$4.0M

% of Portfolio:0.5% ($4.0M/$742.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	14.1K	QoQ +1.44% (-201) YoY +16.05% (+2.0K)	All Managers (Combined)	$7.3M	1.0% ($7.3M/$742.2M)	QoQ -3.25% (-$244.4K) YoY +24.07% (+$1.4M)
(ESGVcusip921910733)	68.2K	QoQ +3.76% (-2.5K) YoY +36.45% (+18.2K)	All Managers (Combined)	$6.7M	0.9% ($6.7M/$742.2M)	QoQ -3.09% (-$213.6K) YoY +43.42% (+$2.0M)
(VBKcusip922908595)	26.5K	QoQ -3.49% (-959) YoY -17.16% (-5.5K)	All Managers (Combined)	$6.7M	0.9% ($6.7M/$742.2M)	QoQ -13.24% (-$1.0M) YoY -20.01% (-$1.7M)
(IWBcusip464287622)	21.4K	QoQ -0.31% (-67) YoY NEW(+21.4K)	All Managers (Combined)	$6.6M	0.9% ($6.6M/$742.2M)	QoQ -5.08% (-$352.0K) YoY NEW(+$6.6M)
(IEFAcusip46432F842)	82.5K	QoQ +2.54% (+2.0K) YoY +13.77% (+10.0K)	All Managers (Combined)	$6.2M	0.8% ($6.2M/$742.2M)	QoQ +10.37% (+$586.8K) YoY +15.97% (+$859.7K)
AMAZON COM INC(AMZNcusip023135106)	31.3K	QoQ -2.57% (-828) YoY +8.03% (+2.3K)	All Managers (Combined)	$6.0M	0.8% ($6.0M/$742.2M)	QoQ -15.51% (-$1.1M) YoY +13.95% (+$728.6K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	22.8K	QoQ -0.36% (-84) YoY +15.19% (+3.0K)	All Managers (Combined)	$5.6M	0.8% ($5.6M/$742.2M)	QoQ +1.95% (-$107.5K) YoY +41.08% (+$1.6M)
JOHNSON & JOHNSON(JNJcusip478160104)	32.6K	QoQ -4.46% (-1.5K) YoY +91.51% (+15.6K)	All Managers (Combined)	$5.4M	0.7% ($5.4M/$742.2M)	QoQ +9.55% (-$471.0K) YoY +100.77% (+$2.7M)
(cusip00214Q401)✕	55.6K	QoQ -6.67% (-4.0K) YoY -19.92% (-13.8K)	All Managers (Combined)	$5.3M	0.7% ($5.3M/$742.2M)	QoQ -18.17% (-$1.2M) YoY -8.99% (-$520.1K)
(cusip025072877)✕	59.9K	QoQ +2.17% (-1.3K) YoY NEW(+59.9K)	All Managers (Combined)	$5.2M	0.7% ($5.2M/$742.2M)	QoQ -7.73% (-$437.8K) YoY NEW(+$5.2M)
AbbVie Inc.(ABBVcusip00287Y109)	24.3K	QoQ +0.92% (+224) YoY +147.19% (+14.5K)	All Managers (Combined)	$5.1M	0.7% ($5.1M/$742.2M)	QoQ +19.00% (+$813.5K) YoY +184.40% (+$3.3M)
VISA INC.(Vcusip92826C839)	14.4K	QoQ -3.29% (-492) YoY +44.62% (+4.4K)	All Managers (Combined)	$5.1M	0.7% ($5.1M/$742.2M)	QoQ +7.22% (-$340.7K) YoY +81.60% (+$2.3M)
(ESGDcusip46435G516)	58.1K	QoQ +2.41% (+1.4K) YoY +5.78% (+3.2K)	All Managers (Combined)	$4.7M	0.6% ($4.7M/$742.2M)	QoQ +9.88% (+$426.8K) YoY +8.14% (+$357.3K)
Alphabet Inc.(GOOGcusip02079K107)	28.6K	QoQ +3.46% (-959) YoY +127.96% (+16.1K)	All Managers (Combined)	$4.5M	0.6% ($4.5M/$742.2M)	QoQ -15.12% (-$797.2K) YoY +133.90% (+$2.6M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	8.2K	QoQ +2.22% (+178) YoY +10.39% (+770)	All Managers (Combined)	$4.4M	0.6% ($4.4M/$742.2M)	QoQ +20.10% (+$729.1K) YoY +39.81% (+$1.2M)
Alphabet Inc.(GOOGLcusip02079K305)	27.9K	QoQ +0.05% (-14) YoY +17.19% (+4.1K)	All Managers (Combined)	$4.3M	0.6% ($4.3M/$742.2M)	QoQ -18.26% (-$964.1K) YoY +20.07% (+$721.0K)
PROCTER & GAMBLE Co(PGcusip742718109)	25.0K	QoQ -0.84% (-214) YoY -0.77% (-196)	All Managers (Combined)	$4.3M	0.6% ($4.3M/$742.2M)	QoQ +0.79% (-$33.5K) YoY +4.22% (-$172.8K)
EXXON MOBIL CORP(XOMcusip30231G102)	35.0K	QoQ +1.90% (+656) YoY +55.85% (+12.5K)	All Managers (Combined)	$4.2M	0.6% ($4.2M/$742.2M)	QoQ +12.67% (+$468.2K) YoY +59.46% (+$1.6M)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	13.0K	QoQ +0.81% (+105) YoY +127.32% (+7.3K)	All Managers (Combined)	$4.0M	0.5% ($4.0M/$742.2M)	QoQ +5.22% (+$197.3K) YoY +178.12% (+$2.5M)
Meta Platforms, Inc.(METAcusip30303M102)	6.9K	QoQ +1.66% (+113) YoY +36.93% (+1.9K)	All Managers (Combined)	$4.0M	0.5% ($4.0M/$742.2M)	QoQ +0.08% (+$3.5K) YoY +62.54% (+$1.5M)