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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

InvestmentPortfolio %Reported Value
VUG
Vanguard Index Fds
Recent Activity
Increased 3.21%
13.17%
$97.852M
238,408 shares@ $410.44 avg price
VTV
Vanguard Index Fds
Recent Activity
Decreased -0.76%
10.46%
$77.709M
458,999 shares@ $169.31 avg price
IWF
Ishares Tr
Recent Activity
Increased 3.21%
6.52%
$48.462M
120,679 shares@ $401.59 avg price
IWD
Ishares Tr
Recent Activity
Increased 0.69%
5.54%
$41.154M
222,296 shares@ $185.14 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 70.91%
3.25%
$24.14M
57,273 shares@ $421.5 avg price
VEA
Vanguard Tax-managed Fds
Recent Activity
Decreased -1.39%
2.95%
$21.917M
458,322 shares@ $47.82 avg price
AAPL
Apple Inc
Recent Activity
Increased 9.87%
2.94%
$21.843M
87,225 shares@ $250.42 avg price
NVDA
Nvidia Corporation
Recent Activity
Increased 97.02%
2.22%
$16.48M
122,718 shares@ $134.29 avg price
SPY
Spdr S&p 500 Etf Tr
Recent Activity
Increased 0.19%
2.13%
$15.786M
26,935 shares@ $586.09 avg price
VOOG
Vanguard Admiral Fds Inc
Recent Activity
Increased 3.05%
1.65%
$12.247M
33,456 shares@ $366.07 avg price

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