$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 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DXLG | Exit | DESTINATION XL GROUP INC | $0 | – | -639,703 | -100.0% | -0.11% | – |
CRM | Exit | SALESFORCE COM INC | $0 | – | -794 | -100.0% | -0.13% | – |
WPP | Exit | WPP PLC NEWadr | $0 | – | -7,929 | -100.0% | -0.21% | – |
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.