$186 Million is the total value of Relyea Zuckerberg Hanson LLC's 118 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $297,000 | – | 4,634 | +100.0% | 0.16% | – |
VXF | New | VANGUARD INDEX FDSextend mkt etf | $229,000 | – | 1,390 | +100.0% | 0.12% | – |
TSLA | New | TESLA INC | $223,000 | – | 316 | +100.0% | 0.12% | – |
SYK | New | STRYKER CORPORATION | $212,000 | – | 864 | +100.0% | 0.11% | – |
UNH | New | UNITEDHEALTH GROUP INC | $208,000 | – | 593 | +100.0% | 0.11% | – |
DFS | New | DISCOVER FINL SVCS | $204,000 | – | 2,253 | +100.0% | 0.11% | – |
CSCO | New | CISCO SYS INC | $202,000 | – | 4,506 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-28
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 16 | Q3 2023 | 15.5% |
VANGUARD INDEX FDS | 16 | Q3 2023 | 16.0% |
ARK ETF TR | 16 | Q3 2023 | 14.2% |
ISHARES TR | 16 | Q3 2023 | 9.1% |
ISHARES TR | 16 | Q3 2023 | 7.6% |
APPLE INC | 16 | Q3 2023 | 4.5% |
VANGUARD INDEX FDS | 16 | Q3 2023 | 3.4% |
SPDR SER TR | 16 | Q3 2023 | 4.1% |
VANGUARD TAX-MANAGED INTL FD | 16 | Q3 2023 | 3.6% |
SPDR S&P 500 ETF TR | 16 | Q3 2023 | 2.9% |
View Relyea Zuckerberg Hanson LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-22 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-16 |
13F-HR | 2023-07-17 |
13F-HR | 2023-04-18 |
13F-HR | 2023-01-18 |
13F-HR | 2022-11-02 |
13F-HR | 2022-07-18 |
13F-HR | 2022-04-19 |
13F-HR/A | 2022-01-27 |
View Relyea Zuckerberg Hanson LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.