Relyea Zuckerberg Hanson LLC
CIK Number: 0001793691
Main Sectors:
Top Industries:
Filing Date: Jul 22, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth... | 475.99 | -0.52% | 245.69K | +0.77% | 107.71M | 259.79 | 12.62% | Share |
| 2 | VTV | Vanguard Value ... | 184.71 | -1.04% | 458.4K | +0.24% | 81.02M | 138.04 | 9.49% | Share |
| 3 | IWF | iShares Russell... | 464.83 | -0.47% | 120.56K | -0.34% | 51.19M | 239.21 | 6.00% | Share |
| 4 | IWD | iShares Russell... | 201.84 | -1% | 215.74K | -0.33% | 41.9M | 143.48 | 4.91% | Share |
| 5 | BIL | SPDR Bloomberg ... | 91.60 | +0.01% | 371.42K | +3.06% | 34.07M | 91.73 | 3.99% | Share |
| 6 | MSFT | Microsoft Corpo... | 511.61 | -0.35% | 55.44K | +3.58% | 27.58M | 331.09 | 3.23% | Share |
| 7 | VEA | Vanguard Develo... | 60.66 | +0.43% | 462.93K | +0.42% | 26.39M | 45.42 | 3.09% | Share |
| 8 | AAPL | Apple Inc. | 247.45 | -0.76% | 114.76K | +34.81% | 23.54M | 160.91 | 2.76% | Share |
| 9 | NVDA | NVIDIA Corporat... | 181.81 | +1.10% | 127.44K | +2.65% | 20.13M | 88.38 | 2.36% | Share |
| 10 | SPY | SPDR S&P 500 ET... | 660.69 | -0.67% | 29.33K | +8.65% | 18.12M | 418.19 | 2.12% | Share |
| 11 | IDEV | iShares Core MS... | 80.81 | +0.31% | 199.09K | +15.30% | 15.14M | 60.54 | 1.77% | Share |
| 12 | VOOG | Vanguard S&P 50... | 431.92 | -0.5% | 32.6K | -2.8% | 12.93M | 190.16 | 1.52% | Share |
| 13 | SGOV | iShares 0-3 Mon... | 100.53 | 0.00% | 118.46K | +18.55% | 11.93M | 100.53 | 1.40% | Share |
| 14 | QQQ | Invesco QQQ Tru... | 599.99 | -0.37% | 21.14K | +24.46% | 11.66M | 471.57 | 1.37% | Share |
| 15 | ESGU | iShares ESG Awa... | 144.48 | -0.59% | 79.91K | -2.48% | 10.81M | 100.46 | 1.27% | Share |
| 16 | XLK | Technology Sele... | 284.54 | +0.08% | 39.68K | -0.05% | 10.05M | 203.82 | 1.18% | Share |
| 17 | VTI | Vanguard Total ... | 325.76 | -0.8% | 33.05K | +0.09% | 10.04M | 191.65 | 1.18% | Share |
| 18 | VOO | Vanguard S&P 50... | 607.40 | -0.66% | 17.21K | +21.66% | 9.78M | 441.72 | 1.15% | Share |
| 19 | VOOV | Vanguard S&P 50... | 197.66 | -0.85% | 50.97K | -8.08% | 9.62M | 110.39 | 1.13% | Share |
| 20 | SPYG | SPDR Portfolio ... | 103.72 | -0.49% | 88.63K | -2.61% | 8.45M | 43.41 | 0.99% | Share |
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