Sign In
test

Jane Michener

Relyea Zuckerberg Hanson Llc

Assets Managed
$1.2B
Holdings
302
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
20.62%(2Q avg: 10.54%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Relyea Zuckerberg Hanson Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 302 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 2026 - Q2, they manage 1.2B in assets, with a quarterly growth rate of 20.62% and a 2-quarter average growth rate of 10.54%. The portfolio is managed by Jane Michener, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Increased 506.58%
10.74%
$128.811M
1.495M shares@ $86.15 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -0.08%
8.42%
$100.967M
463,300 shares@ $217.93 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 296.34%
4.79%
$57.382M
462,126 shares@ $124.18 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Increased 4.4%
4.36%
$52.26M
215,569 shares@ $242.44 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 4.41%
4.04%
$48.361M
527,732 shares@ $91.65 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 9.16%
3.94%
$47.181M
662,188 shares@ $71.26 avg price
AAPL
Apple Inc
Recent Activity
Increased 52.48%
2.99%
$35.794M
123,702 shares@ $289.36 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 3.87%
2.89%
$34.564M
343,341 shares@ $100.67 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 21.04%
2.25%
$26.889M
36,007 shares@ $746.78 avg price
AAUS
Alpha Architect Us Eqy Etf
Recent Activity
2.23%
$26.656M
446,173 shares@ $59.75 avg price

1-10 of 302