Managing Principal

0001793691-20-000005.txt : 20201016 0001793691-20-000005.hdr.sgml : 20201016 20201016141658 ACCESSION NUMBER: 0001793691-20-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201016 DATE AS OF CHANGE: 20201016 EFFECTIVENESS DATE: 20201016 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Relyea Zuckerberg Hanson LLC CENTRAL INDEX KEY: 0001793691 IRS NUMBER: 061571660 STATE OF INCORPORATION: CT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19656 FILM NUMBER: 201243622 BUSINESS ADDRESS: STREET 1: ONE LANDMARK SQUARE STREET 2: 11TH FLOOR CITY: STAMFORD STATE: CT ZIP: 06901 BUSINESS PHONE: 203-355-0880 MAIL ADDRESS: STREET 1: ONE LANDMARK SQUARE STREET 2: 11TH FLOOR CITY: STAMFORD STATE: CT ZIP: 06901 13F-HR 1 primary_doc.xml 13F-HR LIVE false false true 0001793691 XXXXXXXX 09-30-2020 09-30-2020 Relyea Zuckerberg Hanson LLC

ONE LANDMARK SQUARE 11TH FLOOR STAMFORD CT 06901

13F HOLDINGS REPORT 028-19656 N Carl Zuckerberg Managing Principal 203-355-0880 Carl Zuckerberg Stamford CT 10-16-2020 0 114 147 true INFORMATION TABLE 2 RZHAdvisors_13f.xml ISHARES TR CORE S&P SCP ETF 464287804 290 3800 SH SOLE 0 0 0 3800 ISHARES TR RUS 1000 VAL ETF 464287598 2032 16534 SH SOLE 0 0 0 16534 ISHARES TR RUS 1000 GRW ETF 464287614 3309 14643 SH SOLE 0 0 0 14643 ISHARES TR RUSSELL 2000 ETF 464287655 988 6071 SH SOLE 0 0 0 6071 ISHARES TR RUS 2000 VAL ETF 464287630 514 4736 SH SOLE 0 0 0 4736 SPDR S&P 500 ETF TR TR UNIT 78462F103 3544 10199 SH SOLE 0 0 0 10199 AMAZON COM INC COM 023135106 1983 594 SH SOLE 0 0 0 594 BRISTOL-MYERS SQUIBB CO COM 110122108 319 5280 SH SOLE 0 0 0 5280 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 804 3797 SH SOLE 0 0 0 3797 EMERSON ELEC CO COM 291011104 208 2990 SH SOLE 0 0 0 2990 INVESCO QQQ TR UNIT SER 1 46090E103 763 2630 SH SOLE 0 0 0 2630 ABBOTT LABS COM 002824100 230 2139 SH SOLE 0 0 0 2139 ADVANCED MICRO DEVICES INC COM 007903107 209 2510 SH SOLE 0 0 0 2510 INTEL CORP COM 458140100 242 4488 SH SOLE 0 0 0 4488 ILLINOIS TOOL WKS INC COM 452308109 246 1208 SH SOLE 0 0 0 1208 ISHARES TR RUS 2000 GRW ETF 464287648 1688 7036 SH SOLE 0 0 0 7036 ORACLE CORP COM 68389X105 370 6112 SH SOLE 0 0 0 6112 DISNEY WALT CO COM DISNEY 254687106 551 4325 SH SOLE 0 0 0 4325 HONEYWELL INTL INC COM 438516106 999 5787 SH SOLE 0 0 0 5787 JOHNSON & JOHNSON COM 478160104 1117 7587 SH SOLE 0 0 0 7587 PFIZER INC COM 717081103 252 6900 SH SOLE 0 0 0 6900 ISHARES TR MSCI EAFE ETF 464287465 458 7110 SH SOLE 0 0 0 7110 MICROSOFT CORP COM 594918104 3222 14669 SH SOLE 0 0 0 14669 AT&T INC COM 00206R102 239 8716 SH SOLE 0 0 0 8716 INTERNATIONAL BUSINESS MACHS COM 459200101 277 2215 SH SOLE 0 0 0 2215 COCA COLA CO COM 191216100 386 7716 SH SOLE 0 0 0 7716 PEPSICO INC COM 713448108 1581 11178 SH SOLE 0 0 0 11178 PPG INDS INC COM 693506107 802 5869 SH SOLE 0 0 0 5869 VERIZON COMMUNICATIONS INC COM 92343V104 311 5348 SH SOLE 0 0 0 5348 SPDR SER TR PRTFLO S&P500 GW 78464A409 5392 103517 SH SOLE 0 0 0 103517 ISHARES TR RUS MID CAP ETF 464287499 279 4580 SH SOLE 0 0 0 4580 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 304 2506 SH SOLE 0 0 0 2506 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 835 6253 SH SOLE 0 0 0 6253 BK OF AMERICA CORP COM 060505104 209 8647 SH SOLE 0 0 0 8647 AUTOMATIC DATA PROCESSING IN COM 053015103 320 2171 SH SOLE 0 0 0 2171 APPLIED MATLS INC COM 038222105 281 4430 SH SOLE 0 0 0 4430 UNION PAC CORP COM 907818108 686 3287 SH SOLE 0 0 0 3287 COLGATE PALMOLIVE CO COM 194162103 399 5001 SH SOLE 0 0 0 5001 COSTCO WHSL CORP NEW COM 22160K105 481 1278 SH SOLE 0 0 0 1278 MCKESSON CORP COM 58155Q103 235 1500 SH SOLE 0 0 0 1500 MERCK & CO. INC COM 58933Y105 283 3576 SH SOLE 0 0 0 3576 MORGAN STANLEY COM NEW 617446448 515 10036 SH SOLE 0 0 0 10036 PROCTER AND GAMBLE CO COM 742718109 670 4656 SH SOLE 0 0 0 4656 HOME DEPOT INC COM 437076102 709 2467 SH SOLE 0 0 0 2467 MCDONALDS CORP COM 580135101 332 1446 SH SOLE 0 0 0 1446 JPMORGAN CHASE & CO COM 46625H100 721 7092 SH SOLE 0 0 0 7092 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 315 1379 SH SOLE 0 0 0 1379 MARSH & MCLENNAN COS INC COM 571748102 2299 20101 SH SOLE 0 0 0 20101 3M CO COM 88579Y101 511 3021 SH SOLE 0 0 0 3021 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3609 20290 SH SOLE 0 0 0 20290 NORFOLK SOUTHN CORP COM 655844108 382 1740 SH SOLE 0 0 0 1740 CSX CORP COM 126408103 411 5075 SH SOLE 0 0 0 5075 APPLE INC COM 037833100 5418 44881 SH SOLE 0 0 0 44881 AMERICAN WTR WKS CO INC NEW COM 030420103 481 3085 SH SOLE 0 0 0 3085 ISHARES TR MSCI EMG MKT ETF 464287234 1343 29578 SH SOLE 0 0 0 29578 CHUBB LIMITED COM H1467J104 588 4894 SH SOLE 0 0 0 4894 AON PLC SHS CL A G0403H108 296 1389 SH SOLE 0 0 0 1389 S&P GLOBAL INC COM 78409V104 278 800 SH SOLE 0 0 0 800 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2381 53434 SH SOLE 0 0 0 53434 PAYCHEX INC COM 704326107 316 3797 SH SOLE 0 0 0 3797 BOSTON SCIENTIFIC CORP COM 101137107 930 23850 SH SOLE 0 0 0 23850 WPP PLC NEW ADR 92937A102 332 7929 SH SOLE 0 0 0 7929 CLOROX CO DEL COM 189054109 238 1090 SH SOLE 0 0 0 1090 STANLEY BLACK & DECKER INC COM 854502101 316 1790 SH SOLE 0 0 0 1790 LIGHTPATH TECHNOLOGIES INC COM CL A 532257805 1952 777604 SH SOLE 0 0 0 777604 CHURCH & DWIGHT INC COM 171340102 489 5145 SH SOLE 0 0 0 5145 YUM BRANDS INC COM 988498101 384 3860 SH SOLE 0 0 0 3860 ALPHABET INC CAP STK CL A 02079K305 560 360 SH SOLE 0 0 0 360 SPDR GOLD TR GOLD SHS 78463V107 980 5475 SH SOLE 0 0 0 5475 VANGUARD INDEX FDS VALUE ETF 922908744 8855 81945 SH SOLE 0 0 0 81945 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2251 18797 SH SOLE 0 0 0 18797 VANGUARD INDEX FDS GROWTH ETF 922908736 19837 83578 SH SOLE 0 0 0 83578 VANGUARD INDEX FDS SML CP GRW ETF 922908595 4887 21151 SH SOLE 0 0 0 21151 DESTINATION XL GROUP INC COM 25065K104 176 639703 SH SOLE 0 0 0 639703 ISHARES GOLD TRUST ISHARES 464285105 943 51885 SH SOLE 0 0 0 51885 SALESFORCE COM INC COM 79466L302 205 794 SH SOLE 0 0 0 794 VANGUARD WORLD FDS INF TECH ETF 92204A702 485 1484 SH SOLE 0 0 0 1484 MASTERCARD INCORPORATED CL A 57636Q104 699 2064 SH SOLE 0 0 0 2064 WISDOMTREE TR US HIGH DIVIDEND 97717W208 397 6160 SH SOLE 0 0 0 6160 ISHARES TR MSCI USA ESG SLC 464288802 905 5894 SH SOLE 0 0 0 5894 AMARIN CORP PLC SPONS ADR NEW 023111206 57 11318 SH SOLE 0 0 0 11318 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 598 3134 SH SOLE 0 0 0 3134 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 829 16140 SH SOLE 0 0 0 16140 EAGLE BULK SHIPPING INC COM Y2187A150 1692 97432 SH SOLE 0 0 0 97432 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 250 2977 SH SOLE 0 0 0 2977 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 2494 60206 SH SOLE 0 0 0 60206 VISA INC COM CL A 92826C839 603 3022 SH SOLE 0 0 0 3022 SEACOAST BKG CORP FLA COM NEW 811707801 451 22819 SH SOLE 0 0 0 22819 INFORMATION SVCS GROUP INC COM 45675Y104 161 75000 SH SOLE 0 0 0 75000 SPROTT PHYSICAL GOLD TR UNIT 85207H104 243 16025 SH SOLE 0 0 0 16025 VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 921932794 263 1599 SH SOLE 0 0 0 1599 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 1123 9650 SH SOLE 0 0 0 9650 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 766 2400 SH SOLE 0 0 0 2400 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 6248 28827 SH SOLE 0 0 0 28827 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 4799 42643 SH SOLE 0 0 0 42643 FACEBOOK INC CL A 30303M102 414 1554 SH SOLE 0 0 0 1554 ISHARES INC CORE MSCI EMKT 46434G103 588 10834 SH SOLE 0 0 0 10834 ISHARES TR CORE MSCI EAFE 46432F842 2072 33981 SH SOLE 0 0 0 33981 ABBVIE INC COM 00287Y109 403 4728 SH SOLE 0 0 0 4728 ALPHABET INC CAP STK CL C 02079K107 447 287 SH SOLE 0 0 0 287 ARK ETF TR NEXT GNRTN INTER 00214Q401 797 6687 SH SOLE 0 0 0 6687 ARK ETF TR INNOVATION ETF 00214Q104 18771 182548 SH SOLE 0 0 0 182548 ARK ETF TR GENOMIC REV ETF 00214Q302 721 9894 SH SOLE 0 0 0 9894 ISHARES TR MSCI LW CRB TG 46434V464 396 2930 SH SOLE 0 0 0 2930 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 426 7858 SH SOLE 0 0 0 7858 ISHARES INC ESG AWR MSCI EM 46434G863 645 17506 SH SOLE 0 0 0 17506 ISHARES TR ESG AW MSCI EAFE 46435G516 337 5245 SH SOLE 0 0 0 5245 YUM CHINA HLDGS INC COM 98850P109 206 3860 SH SOLE 0 0 0 3860 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 1160 35859 SH SOLE 0 0 0 35859 ISHARES TR CORE MSCI INTL 46435G326 781 14283 SH SOLE 0 0 0 14283 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 300 5680 SH SOLE 0 0 0 5680 LIVEXLIVE MEDIA INC COM NEW 53839L208 23 10000 SH SOLE 0 0 0 10000 ISHARES TR ESG AWARE MSCI 46435U663 608 21117 SH SOLE 0 0 0 21117 FASTLY INC CL A 31188V100 653 7280 SH SOLE 0 0 0 7280