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Jane Michener

Relyea Zuckerberg Hanson Llc

Assets Managed
$994.586M
Holdings
276
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
0.47%(2Q avg: 2.27%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Relyea Zuckerberg Hanson Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 276 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 994.586M in assets, with a quarterly growth rate of 0.47% and a 2-quarter average growth rate of 2.27%. The portfolio is managed by Jane Michener, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Increased 1.32%
10.83%
$107.681M
246,527 shares@ $436.8 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 0.63%
9.15%
$90.977M
463,695 shares@ $196.2 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Decreased -1.1%
5%
$49.718M
116,600 shares@ $426.4 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 9.34%
4.66%
$46.322M
505,482 shares@ $91.64 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Decreased -0.66%
4.44%
$44.119M
206,484 shares@ $213.68 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 5.63%
3.91%
$38.874M
606,648 shares@ $64.08 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 99.01%
3.35%
$33.276M
330,578 shares@ $100.67 avg price
AAUS
Alpha Architect Us Eqy Etf
Recent Activity
Decreased -25.77%
2.35%
$23.372M
446,173 shares@ $52.39 avg price
AAPL
Apple Inc
Recent Activity
Decreased -15.16%
2.08%
$20.59M
81,130 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -5.29%
2.06%
$20.472M
117,385 shares@ $174.4 avg price

1-10 of 276