Director of Operations

0001793691-21-000003.txt : 20210429 0001793691-21-000003.hdr.sgml : 20210429 20210429140651 ACCESSION NUMBER: 0001793691-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210429 DATE AS OF CHANGE: 20210429 EFFECTIVENESS DATE: 20210429 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: 21869376 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 true false 0001793691 XXXXXXXX 03-31-2021 03-31-2021 Relyea Zuckerberg Hanson LLC

ONE LANDMARK SQUARE 11TH FLOOR STAMFORD CT 06901

13F HOLDINGS REPORT 028-19656 N Jane Michener Director of Operations 2033550883 Jane Michener Stamfors CT 04-29-2021 0 125 226562 false INFORMATION TABLE 2 RZHAdvisors13f.xml ISHARES TR CORE S&P SCP ETF 464287804 646 5775 SH SOLE 0 0 0 5775 ISHARES TR RUS 1000 VAL ETF 464287598 2714 17267 SH SOLE 0 0 0 17267 ISHARES TR RUS 1000 GRW ETF 464287614 4868 18609 SH SOLE 0 0 0 18609 ISHARES TR RUSSELL 2000 ETF 464287655 1441 6306 SH SOLE 0 0 0 6306 ISHARES TR RUS 2000 VAL ETF 464287630 785 4790 SH SOLE 0 0 0 4790 SPDR S&P 500 ETF TR TR UNIT 78462F103 4589 10990 SH SOLE 0 0 0 10990 AMAZON COM INC COM 023135106 2150 629 SH SOLE 0 0 0 629 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 990 3616 SH SOLE 0 0 0 3616 EMERSON ELEC CO COM 291011104 282 3059 SH SOLE 0 0 0 3059 INVESCO QQQ TR UNIT SER 1 46090E103 1173 3448 SH SOLE 0 0 0 3448 ABBOTT LABS COM 002824100 262 2156 SH SOLE 0 0 0 2156 INTEL CORP COM 458140100 275 4745 SH SOLE 0 0 0 4745 ILLINOIS TOOL WKS INC COM 452308109 284 1240 SH SOLE 0 0 0 1240 ISHARES TR RUS 2000 GRW ETF 464287648 2734 8729 SH SOLE 0 0 0 8729 ORACLE CORP COM 68389X105 448 5951 SH SOLE 0 0 0 5951 DISNEY WALT CO COM 254687106 675 3658 SH SOLE 0 0 0 3658 HONEYWELL INTL INC COM 438516106 1250 5607 SH SOLE 0 0 0 5607 SYSCO CORP COM 871829107 213 2562 SH SOLE 0 0 0 2562 JOHNSON & JOHNSON COM 478160104 1232 7553 SH SOLE 0 0 0 7553 PFIZER INC COM 717081103 267 6950 SH SOLE 0 0 0 6950 ISHARES TR MSCI EAFE ETF 464287465 561 7110 SH SOLE 0 0 0 7110 CHEVRON CORP NEW COM 166764100 263 2559 SH SOLE 0 0 0 2559 MICROSOFT CORP COM 594918104 3783 14441 SH SOLE 0 0 0 14441 AT&T INC COM 00206R102 290 9411 SH SOLE 0 0 0 9411 CISCO SYS INC COM 17275R102 229 4463 SH SOLE 0 0 0 4463 INTERNATIONAL BUSINESS MACHS COM 459200101 213 1502 SH SOLE 0 0 0 1502 COCA COLA CO COM 191216100 423 7903 SH SOLE 0 0 0 7903 PEPSICO INC COM 713448108 1550 10848 SH SOLE 0 0 0 10848 PPG INDS INC COM 693506107 812 4713 SH SOLE 0 0 0 4713 STRYKER CORPORATION COM 863667101 240 906 SH SOLE 0 0 0 906 VERIZON COMMUNICATIONS INC COM 92343V104 324 5754 SH SOLE 0 0 0 5754 SPDR SER TR PRTFLO S&P500 GW 78464A409 6285 103727 SH SOLE 0 0 0 103727 ISHARES TR RUS MID CAP ETF 464287499 359 4580 SH SOLE 0 0 0 4580 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 324 2261 SH SOLE 0 0 0 2261 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1018 6658 SH SOLE 0 0 0 6658 SCHWAB CHARLES CORP COM 808513105 237 3407 SH SOLE 0 0 0 3407 DEERE & CO COM 244199105 255 666 SH SOLE 0 0 0 666 BK OF AMERICA CORP COM 060505104 374 9369 SH SOLE 0 0 0 9369 AUTOMATIC DATA PROCESSING IN COM 053015103 433 2211 SH SOLE 0 0 0 2211 EXXON MOBIL CORP COM 30231G102 263 4657 SH SOLE 0 0 0 4657 APPLIED MATLS INC COM 038222105 621 4541 SH SOLE 0 0 0 4541 UNION PAC CORP COM 907818108 731 3240 SH SOLE 0 0 0 3240 COSTCO WHSL CORP NEW COM 22160K105 489 1322 SH SOLE 0 0 0 1322 DANAHER CORPORATION COM 235851102 207 803 SH SOLE 0 0 0 803 MCKESSON CORP COM 58155Q103 287 1518 SH SOLE 0 0 0 1518 MERCK & CO. INC COM 58933Y105 218 2817 SH SOLE 0 0 0 2817 MORGAN STANLEY COM NEW 617446448 823 10036 SH SOLE 0 0 0 10036 PROCTER AND GAMBLE CO COM 742718109 586 4467 SH SOLE 0 0 0 4467 HOME DEPOT INC COM 437076102 770 2403 SH SOLE 0 0 0 2403 MCDONALDS CORP COM 580135101 343 1460 SH SOLE 0 0 0 1460 JPMORGAN CHASE & CO COM 46625H100 1122 7421 SH SOLE 0 0 0 7421 UNITEDHEALTH GROUP INC COM 91324P102 244 619 SH SOLE 0 0 0 619 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 420 1448 SH SOLE 0 0 0 1448 MARSH & MCLENNAN COS INC COM 571748102 2267 17148 SH SOLE 0 0 0 17148 3M CO COM 88579Y101 407 2094 SH SOLE 0 0 0 2094 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4420 20284 SH SOLE 0 0 0 20284 NORFOLK SOUTHN CORP COM 655844108 498 1767 SH SOLE 0 0 0 1767 CSX CORP COM 126408103 499 4897 SH SOLE 0 0 0 4897 APPLE INC COM 037833100 5745 42748 SH SOLE 0 0 0 42748 AMERICAN WTR WKS CO INC NEW COM 030420103 489 3155 SH SOLE 0 0 0 3155 ISHARES TR MSCI EMG MKT ETF 464287234 1680 30736 SH SOLE 0 0 0 30736 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 260 1390 SH SOLE 0 0 0 1390 CHUBB LIMITED COM H1467J104 754 4527 SH SOLE 0 0 0 4527 AON PLC SHS CL A G0403H108 375 1602 SH SOLE 0 0 0 1602 S&P GLOBAL INC COM 78409V104 307 799 SH SOLE 0 0 0 799 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4502 84212 SH SOLE 0 0 0 84212 PAYCHEX INC COM 704326107 380 3836 SH SOLE 0 0 0 3836 BOSTON SCIENTIFIC CORP COM 101137107 924 21792 SH SOLE 0 0 0 21792 CLOROX CO DEL COM 189054109 205 1102 SH SOLE 0 0 0 1102 STANLEY BLACK & DECKER INC COM 854502101 376 1810 SH SOLE 0 0 0 1810 LIGHTPATH TECHNOLOGIES INC COM CL A 532257805 2115 777604 SH SOLE 0 0 0 777604 CHURCH & DWIGHT INC COM 171340102 439 5178 SH SOLE 0 0 0 5178 YUM BRANDS INC COM 988498101 622 5341 SH SOLE 0 0 0 5341 ALPHABET INC CAP STK CL A 02079K305 784 342 SH SOLE 0 0 0 342 SPDR GOLD TR GOLD SHS 78463V107 1749 10508 SH SOLE 0 0 0 10508 VANGUARD INDEX FDS VALUE ETF 922908744 18206 134478 SH SOLE 0 0 0 134478 VANGUARD INDEX FDS SM CP VAL ETF 922908611 5920 34149 SH SOLE 0 0 0 34149 VANGUARD INDEX FDS GROWTH ETF 922908736 33202 119917 SH SOLE 0 0 0 119917 VANGUARD INDEX FDS SML CP GRW ETF 922908595 7811 26806 SH SOLE 0 0 0 26806 ISHARES GOLD TR ISHARES 464285105 1044 61705 SH SOLE 0 0 0 61705 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 328 6260 SH SOLE 0 0 0 6260 VANGUARD WORLD FDS INF TECH ETF 92204A702 526 1359 SH SOLE 0 0 0 1359 MASTERCARD INCORPORATED CL A 57636Q104 716 1840 SH SOLE 0 0 0 1840 WISDOMTREE TR US HIGH DIVIDEND 97717W208 479 6160 SH SOLE 0 0 0 6160 ISHARES TR MSCI USA ESG SLC 464288802 1097 11854 SH SOLE 0 0 0 11854 AMARIN CORP PLC SPONS ADR NEW 023111206 59 11318 SH SOLE 0 0 0 11318 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 721 3142 SH SOLE 0 0 0 3142 SPDR SER TR S&P REGL BKG 78464A698 261 3799 SH SOLE 0 0 0 3799 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 791 12592 SH SOLE 0 0 0 12592 DISCOVER FINL SVCS COM 254709108 247 2294 SH SOLE 0 0 0 2294 EAGLE BULK SHIPPING INC COM Y2187A150 5712 125792 SH SOLE 0 0 0 125792 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 280 2720 SH SOLE 0 0 0 2720 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 5024 98269 SH SOLE 0 0 0 98269 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 339 4107 SH SOLE 0 0 0 4107 VISA INC COM CL A 92826C839 621 2701 SH SOLE 0 0 0 2701 SEACOAST BKG CORP FLA COM NEW 811707801 845 22819 SH SOLE 0 0 0 22819 INFORMATION SVCS GROUP INC COM 45675Y104 338 75000 SH SOLE 0 0 0 75000 TESLA INC COM 88160R101 290 411 SH SOLE 0 0 0 411 VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 921932794 381 1665 SH SOLE 0 0 0 1665 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 1694 9479 SH SOLE 0 0 0 9479 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 975 2540 SH SOLE 0 0 0 2540 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 5919 23473 SH SOLE 0 0 0 23473 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 6175 43793 SH SOLE 0 0 0 43793 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 287 3834 SH SOLE 0 0 0 3834 FACEBOOK INC CL A 30303M102 296 975 SH SOLE 0 0 0 975 ISHARES INC CORE MSCI EMKT 46434G103 753 11357 SH SOLE 0 0 0 11357 ISHARES TR CORE MSCI EAFE 46432F842 2433 32394 SH SOLE 0 0 0 32394 ABBVIE INC COM 00287Y109 548 4921 SH SOLE 0 0 0 4921 ALPHABET INC CAP STK CL C 02079K107 704 305 SH SOLE 0 0 0 305 ARK ETF TR NEXT GNRTN INTER 00214Q401 662 4266 SH SOLE 0 0 0 4266 ARK ETF TR INNOVATION ETF 00214Q104 29915 236969 SH SOLE 0 0 0 236969 ARK ETF TR GENOMIC REV ETF 00214Q302 1492 16190 SH SOLE 0 0 0 16190 ISHARES TR MSCI LW CRB TG 46434V464 244 1495 SH SOLE 0 0 0 1495 PAYPAL HLDGS INC COM 70450Y103 235 875 SH SOLE 0 0 0 875 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 433 7858 SH SOLE 0 0 0 7858 ISHARES INC ESG AWR MSCI EM 46434G863 826 18613 SH SOLE 0 0 0 18613 ISHARES TR ESG AW MSCI EAFE 46435G516 373 4725 SH SOLE 0 0 0 4725 YUM CHINA HLDGS INC COM 98850P109 320 5340 SH SOLE 0 0 0 5340 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 1698 37593 SH SOLE 0 0 0 37593 ISHARES TR CORE MSCI INTL 46435G326 1020 15158 SH SOLE 0 0 0 15158 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 363 5835 SH SOLE 0 0 0 5835 LIVEXLIVE MEDIA INC COM NEW 53839L208 317 76667 SH SOLE 0 0 0 76667 ISHARES TR ESG AWARE MSCI 46435U663 686 16955 SH SOLE 0 0 0 16955 SONOS INC COM 83570H108 340 7965 SH SOLE 0 0 0 7965 FASTLY INC CL A 31188V100 444 6280 SH SOLE 0 0 0 6280