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Jane Michener

@Relyea Zuckerberg Hanson Llc

Latest period2024 - Q4ReportedManaged Assets$743.55MTotal holdings254
Assets growth rate13.15%Assets growth rate (2-Q avg)11.69%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Relyea Zuckerberg Hanson Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 254 positions.

Assets under management

The assets under management (AUM) of Relyea Zuckerberg Hanson Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 743.55M in assets, with a quarterly growth rate of 13.15% and a 2-quarter average growth rate of 11.69%. The portfolio is managed by Jane Michener, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTVVanguard Index Fds
Recent Activity
Decreased -0.76%
10.46%
$77.709M
458,999 shares@ $169.31 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -1.39%
2.95%
$21.917M
458,322 shares@ $47.82 avg price
VOOVVanguard Admiral Fds Inc
Recent Activity
Decreased -1.71%
1.41%
$10.463M
56,707 shares@ $184.52 avg price
ESGUIshares Tr
Recent Activity
Decreased -0.4%
1.3%
$9.662M
75,002 shares@ $128.82 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -7.67%
1.08%
$7.998M
40,358 shares@ $198.19 avg price
VBKVanguard Index Fds
Recent Activity
Decreased -1.82%
1.04%
$7.688M
27,452 shares@ $280.07 avg price
ARKWArk Etf Tr
Recent Activity
Decreased -9.93%
0.87%
$6.432M
59,564 shares@ $107.99 avg price
ESGDIshares Tr
Recent Activity
Decreased -0.71%
0.59%
$4.318M
56,715 shares@ $76.15 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -0.26%
0.57%
$4.232M
25,246 shares@ $167.65 avg price
LPTHLightpath Technologies Inc
Recent Activity
Decreased -10.73%
0.48%
$3.521M
997,405 shares@ $3.54 avg price