Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD INDEX FDS (VUG) | 218,920 | +8,585 | $75,352 |
VUG | 218,920 | +8,585 | $75,352 |
VANGUARD INDEX FDS (VTV) | 454,305 | +11,218 | $73,988 |
VTV | 454,305 | +11,218 | $73,988 |
ISHARES TR (IWD) | 217,546 | +3,895 | $38,965 |
IWD | 217,546 | +3,895 | $38,965 |
ISHARES TR (IWF) | 112,024 | +2,236 | $37,758 |
IWF | 112,024 | +2,236 | $37,758 |
VANGUARD TAX MANAGED FDS (VEA) | 438,645 | +15,687 | $22,007 |
VEA | 438,645 | +15,687 | $22,007 |
APPLE INC | 79,699 | +891 | $13,667 |
AAPL | 79,699 | +891 | $13,667 |
MICROSOFT CORP | 31,967 | +1,329 | $13,449 |
MSFT | 31,967 | +1,329 | $13,449 |
SPDR S&P 500 ETF TR (SPY) | 21,938 | +44 | $11,475 |
SPY | 21,938 | +44 | $11,475 |
VANGUARD ADMIRAL FDS INC (VOOV) | 57,630 | -71 | $10,401 |
VOOV | 57,630 | -71 | $10,401 |
VANGUARD ADMIRAL FDS INC (VOOG) | 32,283 | +769 | $9,837 |
VOOG | 32,283 | +769 | $9,837 |
VANGUARD INDEX FDS (VBR) | 50,760 | -3,008 | $9,740 |
VBR | 50,760 | -3,008 | $9,740 |
ISHARES TR (IDEV) | 134,650 | +3,114 | $9,039 |
IDEV | 134,650 | +3,114 | $9,039 |
VANGUARD INDEX FDS (VBK) | 31,984 | -1,552 | $8,339 |
VBK | 31,984 | -1,552 | $8,339 |
ISHARES TR (ESGU) | 70,940 | +8,296 | $8,155 |
ESGU | 70,940 | +8,296 | $8,155 |
EAGLE BULK SHIPPING INC | 129,564 | +14,219 | $8,094 |
EGLE | 129,564 | +14,219 | $8,094 |
VANGUARD INDEX FDS (VTI) | 27,724 | +88 | $7,205 |
VTI | 27,724 | +88 | $7,205 |
SPDR SER TR (SPYG) | 93,069 | -407 | $6,808 |
SPYG | 93,069 | -407 | $6,808 |
VANGUARD INDEX FDS (VOO) | 12,190 | +728 | $5,860 |
VOO | 12,190 | +728 | $5,860 |
ARK ETF TR (ARKW) | 69,419 | -3,136 | $5,783 |
ARKW | 69,419 | -3,136 | $5,783 |
ISHARES TR (IEFA) | 72,523 | +5,425 | $5,383 |
IEFA | 72,523 | +5,425 | $5,383 |
AMAZON COM INC | 28,952 | +1,767 | $5,222 |
AMZN | 28,952 | +1,767 | $5,222 |
ISHARES INC (EMXC) | 90,532 | +27,177 | $5,212 |
EMXC | 90,532 | +27,177 | $5,212 |
NVIDIA CORPORATION | 5,599 | +396 | $5,059 |
NVDA | 5,599 | +396 | $5,059 |
VANGUARD WORLD FD (ESGV) | 49,972 | +10,392 | $4,657 |
ESGV | 49,972 | +10,392 | $4,657 |
ISHARES TR (ESGD) | 54,909 | +4,450 | $4,388 |
ESGD | 54,909 | +4,450 | $4,388 |
PROCTER AND GAMBLE CO | 25,228 | -866 | $4,093 |
PG | 25,228 | -866 | $4,093 |
JPMORGAN CHASE & CO | 19,824 | +1,487 | $3,971 |
JPM | 19,824 | +1,487 | $3,971 |
BERKSHIRE HATHAWAY INC DEL | $3,749 | ||
BRK.B | 7,407 | +226 | $3,115 |
BRK.A | 1 | UNCH | $634 |
FASTLY INC | 279,847 | UNCH | $3,630 |
FSLY | 279,847 | UNCH | $3,630 |
ALPHABET INC | 23,800 | +1,408 | $3,592 |
GOOGL | 23,800 | +1,408 | $3,592 |
ARK ETF TR (ARKK) | 67,502 | -2,766 | $3,380 |
ARKK | 67,502 | -2,766 | $3,380 |
INVESCO QQQ TR | 7,600 | +1,906 | $3,374 |
QQQ | 7,600 | +1,906 | $3,374 |
ISHARES TR (SUSA) | 30,412 | -327 | $3,320 |
SUSA | 30,412 | -327 | $3,320 |
SPDR GOLD TR (GLD) | 14,748 | +400 | $3,034 |
GLD | 14,748 | +400 | $3,034 |
UNITEDHEALTH GROUP INC | 5,874 | -394 | $2,906 |
UNH | 5,874 | -394 | $2,906 |
VISA INC | 9,970 | +1,319 | $2,783 |
V | 9,970 | +1,319 | $2,783 |
JOHNSON & JOHNSON | 16,999 | +852 | $2,689 |
JNJ | 16,999 | +852 | $2,689 |
EXXON MOBIL CORP | 22,460 | -475 | $2,611 |
XOM | 22,460 | -475 | $2,611 |
SELECT SECTOR SPDR TR (XLK) | 12,238 | +624 | $2,549 |
XLK | 12,238 | +624 | $2,549 |
ISHARES TR (IWO) | 9,232 | -659 | $2,500 |
IWO | 9,232 | -659 | $2,500 |
META PLATFORMS INC | 5,025 | +395 | $2,440 |
META | 5,025 | +395 | $2,440 |
PEPSICO INC | 13,692 | +662 | $2,396 |
PEP | 13,692 | +662 | $2,396 |
ELI LILLY & CO | 2,475 | +98 | $1,925 |
LLY | 2,475 | +98 | $1,925 |
ALPHABET INC | 12,564 | +1,781 | $1,913 |
GOOG | 12,564 | +1,781 | $1,913 |
SCHWAB STRATEGIC TR | 29,114 | +82 | $1,807 |
SCHX | 29,114 | +82 | $1,807 |
ABBVIE INC | 9,836 | +534 | $1,791 |
ABBV | 9,836 | +534 | $1,791 |
ACCENTURE PLC IRELAND | 5,139 | +849 | $1,781 |
ACN | 5,139 | +849 | $1,781 |
SPDR SER TR (SPYV) | 35,353 | +105 | $1,771 |
SPYV | 35,353 | +105 | $1,771 |
MASTERCARD INCORPORATED | 3,437 | +50 | $1,655 |
MA | 3,437 | +50 | $1,655 |
MCDONALDS CORP | 5,656 | +54 | $1,595 |
MCD | 5,656 | +54 | $1,595 |
See Full List: All Stocks Held By Relyea Zuckerberg Hanson LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Relyea Zuckerberg Hanson LLC
Size ($ in 1000's)
At 03/31/2024: $570,706 At 12/31/2023: $512,517 Relyea Zuckerberg Hanson LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Relyea Zuckerberg Hanson LLC 13F filings. Link to 13F filings: SEC filings |