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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
IDEVIshares Tr
Recent Activity
Increased 23.32%
1.5%
$11.086M
171,958 shares@ $64.48 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
VTIVanguard Index Fds
Recent Activity
Increased 2.82%
1.3%
$9.606M
33,145 shares@ $289.82 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 0.01%
1.25%
$9.23M
39,697 shares@ $232.52 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 5.12%
1.23%
$9.129M
17,857 shares@ $511.25 avg price
SGOVIshares Tr
Recent Activity
Increased 121.09%
1.1%
$8.127M
81,008 shares@ $100.32 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 1.8%
1.08%
$7.999M
91,005 shares@ $87.91 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