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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
VIGVanguard Specialized Funds
Recent Activity
Increased 4.6%
0.28%
$2.064M
10,538 shares@ $195.84 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 200.89%
0.28%
$2.042M
88,090 shares@ $23.18 avg price
MAMastercard Incorporated
Recent Activity
Increased 5.74%
0.27%
$1.941M
3,685 shares@ $526.6 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 4.22%
0.25%
$1.79M
1,953 shares@ $916.38 avg price
MCDMcdonalds Corp
Recent Activity
Increased 9.05%
0.24%
$1.765M
6,088 shares@ $289.89 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 23.82%
0.24%
$1.742M
34,746 shares@ $50.14 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 114.81%
0.24%
$1.739M
29,379 shares@ $59.2 avg price
VONVVanguard Scottsdale Fds
Recent Activity
Increased 4.29%
0.24%
$1.735M
21,354 shares@ $81.26 avg price
ORCLOracle Corp
Recent Activity
Increased 96%
0.24%
$1.727M
10,364 shares@ $166.65 avg price
WMTWalmart Inc
Recent Activity
Increased 7.01%
0.2%
$1.426M
15,788 shares@ $90.35 avg price