Director Of Operations

0001793691-22-000002.txt : 20220127 0001793691-22-000002.hdr.sgml : 20220127 20220127104302 ACCESSION NUMBER: 0001793691-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220127 DATE AS OF CHANGE: 20220127 EFFECTIVENESS DATE: 20220127 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-19656 FILM NUMBER: 22561160 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/A 1 primary_doc.xml 13F-HR/A LIVE false false true 0001793691 XXXXXXXX 12-31-2021 12-31-2021 true 1 RESTATEMENT 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 Stamford CT 01-27-2022 0 145 275691 false INFORMATION TABLE 2 RZHAdvisors_13f.xml 3M CO COM 88579Y101 413 2393 SH SOLE 0 0 0 2393 ABBOTT LABS COM 002824100 385 3057 SH SOLE 0 0 0 3057 ABBVIE INC COM 00287Y109 759 5753 SH SOLE 0 0 0 5753 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 627 1869 SH SOLE 0 0 0 1869 ADVANCED MICRO DEVICES INC COM 007903107 313 2633 SH SOLE 0 0 0 2633 ALPHABET INC CAP STK CL A 02079K305 1225 470 SH SOLE 0 0 0 470 ALPHABET INC CAP STK CL C 02079K107 1215 467 SH SOLE 0 0 0 467 AMARIN CORP PLC SPONS ADR NEW 023111206 35 11318 SH SOLE 0 0 0 11318 AMAZON COM INC COM 023135106 2297 805 SH SOLE 0 0 0 805 AMERICAN WTR WKS CO INC NEW COM 030420103 511 3165 SH SOLE 0 0 0 3165 AON PLC SHS CL A G0403H108 391 1467 SH SOLE 0 0 0 1467 APPLE INC COM 037833100 9804 60363 SH SOLE 0 0 0 60363 APPLIED MATLS INC COM 038222105 664 4917 SH SOLE 0 0 0 4917 ARK ETF TR INNOVATION ETF 00214Q104 17201 240505 SH SOLE 0 0 0 240505 ARK ETF TR NEXT GNRTN INTER 00214Q401 1478 16201 SH SOLE 0 0 0 16201 ARK ETF TR GENOMIC REV ETF 00214Q302 620 13302 SH SOLE 0 0 0 13302 AT&T INC COM 00206R102 281 10542 SH SOLE 0 0 0 10542 AUTOMATIC DATA PROCESSING IN COM 053015103 499 2300 SH SOLE 0 0 0 2300 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1404 4599 SH SOLE 0 0 0 4599 BK OF AMERICA CORP COM 060505104 615 13688 SH SOLE 0 0 0 13688 BOSTON SCIENTIFIC CORP COM 101137107 657 15299 SH SOLE 0 0 0 15299 CATERPILLAR INC COM 149123101 260 1214 SH SOLE 0 0 0 1214 CHEVRON CORP NEW COM 166764100 436 3433 SH SOLE 0 0 0 3433 CHUBB LIMITED COM H1467J104 870 4529 SH SOLE 0 0 0 4529 CHURCH & DWIGHT CO INC COM 171340102 519 5022 SH SOLE 0 0 0 5022 CISCO SYS INC COM 17275R102 365 6432 SH SOLE 0 0 0 6432 CLOROX CO DEL COM 189054109 224 1253 SH SOLE 0 0 0 1253 COCA COLA CO COM 191216100 595 9851 SH SOLE 0 0 0 9851 COSTCO WHSL CORP NEW COM 22160K105 743 1542 SH SOLE 0 0 0 1542 CSX CORP COM 126408103 428 12554 SH SOLE 0 0 0 12554 DANAHER CORPORATION COM 235851102 294 1047 SH SOLE 0 0 0 1047 DEERE & CO COM 244199105 275 755 SH SOLE 0 0 0 755 DESTINATION XL GROUP INC COM 25065K104 232 50000 SH SOLE 0 0 0 50000 DISCOVER FINL SVCS COM 254709108 336 2937 SH SOLE 0 0 0 2937 DISNEY WALT CO COM 254687106 547 3981 SH SOLE 0 0 0 3981 EAGLE BULK SHIPPING INC COM Y2187A150 4502 111348 SH SOLE 0 0 0 111348 EMERSON ELEC CO COM 291011104 318 3413 SH SOLE 0 0 0 3413 EXXON MOBIL CORP COM 30231G102 489 6769 SH SOLE 0 0 0 6769 FASTLY INC CL A 31188V100 486 17280 SH SOLE 0 0 0 17280 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 492 5902 SH SOLE 0 0 0 5902 GOLDMAN SACHS GROUP INC COM 38141G104 734 2135 SH SOLE 0 0 0 2135 HERSHEY CO COM 427866108 251 1255 SH SOLE 0 0 0 1255 HOME DEPOT INC COM 437076102 999 2862 SH SOLE 0 0 0 2862 HONEYWELL INTL INC COM 438516106 1155 5630 SH SOLE 0 0 0 5630 ILLINOIS TOOL WKS INC COM 452308109 278 1172 SH SOLE 0 0 0 1172 INFORMATION SVCS GROUP INC COM 45675Y104 909 143575 SH SOLE 0 0 0 143575 INTEL CORP COM 458140100 328 6310 SH SOLE 0 0 0 6310 INTERNATIONAL BUSINESS MACHS COM 459200101 224 1729 SH SOLE 0 0 0 1729 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 480 9055 SH SOLE 0 0 0 9055 INVESCO QQQ TR UNIT SER 1 46090E103 946 2690 SH SOLE 0 0 0 2690 ISHARES GOLD TR ISHARES NEW 464285204 1462 41965 SH SOLE 0 0 0 41965 ISHARES INC CORE MSCI EMKT 46434G103 1952 32649 SH SOLE 0 0 0 32649 ISHARES INC ESG AWR MSCI EM 46434G863 656 16444 SH SOLE 0 0 0 16444 ISHARES TR MSCI EAFE ETF 464287465 543 7110 SH SOLE 0 0 0 7110 ISHARES TR CORE S&P SCP ETF 464287804 669 6385 SH SOLE 0 0 0 6385 ISHARES TR MSCI USA ESG SLC 464288802 1194 12360 SH SOLE 0 0 0 12360 ISHARES TR U.S. MED DVC ETF 464288810 887 14994 SH SOLE 0 0 0 14994 ISHARES TR PFD AND INCM SEC 464288687 974 25600 SH SOLE 0 0 0 25600 ISHARES TR RUS 2000 GRW ETF 464287648 1946 7899 SH SOLE 0 0 0 7899 ISHARES TR RUS 1000 VAL ETF 464287598 2866 17720 SH SOLE 0 0 0 17720 ISHARES TR CORE MSCI EAFE 46432F842 2810 38941 SH SOLE 0 0 0 38941 ISHARES TR CORE MSCI INTL 46435G326 2969 45399 SH SOLE 0 0 0 45399 ISHARES TR MSCI EMG MKT ETF 464287234 1516 30948 SH SOLE 0 0 0 30948 ISHARES TR ESG AWARE MSCI 46435U663 614 16823 SH SOLE 0 0 0 16823 ISHARES TR CORE S&P500 ETF 464287200 1664 3783 SH SOLE 0 0 0 3783 ISHARES TR ESG AW MSCI EAFE 46435G516 405 5251 SH SOLE 0 0 0 5251 ISHARES TR RUS 1000 GRW ETF 464287614 5113 19083 SH SOLE 0 0 0 19083 ISHARES TR RUS 2000 VAL ETF 464287630 627 4056 SH SOLE 0 0 0 4056 ISHARES TR RUS MID CAP ETF 464287499 344 4580 SH SOLE 0 0 0 4580 ISHARES TR S&P 100 ETF 464287101 211 1046 SH SOLE 0 0 0 1046 ISHARES TR RUSSELL 2000 ETF 464287655 1243 6312 SH SOLE 0 0 0 6312 ISHARES TR MSCI USA MIN VOL 46429B697 1557 20704 SH SOLE 0 0 0 20704 JOHNSON & JOHNSON COM 478160104 1411 8560 SH SOLE 0 0 0 8560 JPMORGAN CHASE & CO COM 46625H100 1287 8874 SH SOLE 0 0 0 8874 LIGHTPATH TECHNOLOGIES INC COM CL A 532257805 2693 1117405 SH SOLE 0 0 0 1117405 LIVEONE INC COM 53814X102 123 158137 SH SOLE 0 0 0 158137 MARSH & MCLENNAN COS INC COM 571748102 1373 8745 SH SOLE 0 0 0 8745 MASTERCARD INCORPORATED CL A 57636Q104 769 2165 SH SOLE 0 0 0 2165 MCDONALDS CORP COM 580135101 709 2785 SH SOLE 0 0 0 2785 MCKESSON CORP COM 58155Q103 390 1582 SH SOLE 0 0 0 1582 MERCK & CO INC COM 58933Y105 308 3853 SH SOLE 0 0 0 3853 META PLATFORMS INC CL A 30303M102 586 1934 SH SOLE 0 0 0 1934 MICROSOFT CORP COM 594918104 4215 14237 SH SOLE 0 0 0 14237 MORGAN STANLEY COM NEW 617446448 1031 10432 SH SOLE 0 0 0 10432 NEXTERA ENERGY INC COM 65339F101 317 3832 SH SOLE 0 0 0 3832 NIKE INC CL B 654106103 232 1620 SH SOLE 0 0 0 1620 NORFOLK SOUTHN CORP COM 655844108 470 1699 SH SOLE 0 0 0 1699 NORTHROP GRUMMAN CORP COM 666807102 261 655 SH SOLE 0 0 0 655 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 361 6148 SH SOLE 0 0 0 6148 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 1186 31005 SH SOLE 0 0 0 31005 NVIDIA CORPORATION COM 67066G104 426 1821 SH SOLE 0 0 0 1821 PAYCHEX INC COM 704326107 503 4242 SH SOLE 0 0 0 4242 PEPSICO INC COM 713448108 1998 11469 SH SOLE 0 0 0 11469 PFIZER INC COM 717081103 530 10042 SH SOLE 0 0 0 10042 PPG INDS INC COM 693506107 727 4696 SH SOLE 0 0 0 4696 PROCTER AND GAMBLE CO COM 742718109 931 5726 SH SOLE 0 0 0 5726 S&P GLOBAL INC COM 78409V104 376 901 SH SOLE 0 0 0 901 SCHWAB CHARLES CORP COM 808513105 396 4443 SH SOLE 0 0 0 4443 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 305 3930 SH SOLE 0 0 0 3930 SEACOAST BKG CORP FLA COM NEW 811707801 1015 27319 SH SOLE 0 0 0 27319 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 465 12180 SH SOLE 0 0 0 12180 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 880 8700 SH SOLE 0 0 0 8700 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 360 4743 SH SOLE 0 0 0 4743 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 802 11099 SH SOLE 0 0 0 11099 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 917 5082 SH SOLE 0 0 0 5082 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 374 2888 SH SOLE 0 0 0 2888 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1796 11638 SH SOLE 0 0 0 11638 SPDR GOLD TR GOLD SHS 78463V107 1918 11211 SH SOLE 0 0 0 11211 SPDR S&P 500 ETF TR TR UNIT 78462F103 6491 14820 SH SOLE 0 0 0 14820 SPDR SER TR PRTFLO S&P500 GW 78464A409 6525 102127 SH SOLE 0 0 0 102127 STRYKER CORPORATION COM 863667101 359 1410 SH SOLE 0 0 0 1410 SYSCO CORP COM 871829107 206 2667 SH SOLE 0 0 0 2667 TESLA INC COM 88160R101 679 719 SH SOLE 0 0 0 719 TEXAS INSTRS INC COM 882508104 233 1327 SH SOLE 0 0 0 1327 THERMO FISHER SCIENTIFIC INC COM 883556102 254 438 SH SOLE 0 0 0 438 UNION PAC CORP COM 907818108 894 3630 SH SOLE 0 0 0 3630 UNITEDHEALTH GROUP INC COM 91324P102 549 1190 SH SOLE 0 0 0 1190 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 6716 45764 SH SOLE 0 0 0 45764 VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 921932794 401 1897 SH SOLE 0 0 0 1897 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 6249 23494 SH SOLE 0 0 0 23494 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 1571 9169 SH SOLE 0 0 0 9169 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4848 21945 SH SOLE 0 0 0 21945 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 780 3629 SH SOLE 0 0 0 3629 VANGUARD INDEX FDS SM CP VAL ETF 922908611 7604 45137 SH SOLE 0 0 0 45137 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2343 5819 SH SOLE 0 0 0 5819 VANGUARD INDEX FDS GROWTH ETF 922908736 40237 143926 SH SOLE 0 0 0 143926 VANGUARD INDEX FDS VALUE ETF 922908744 34780 242351 SH SOLE 0 0 0 242351 VANGUARD INDEX FDS SML CP GRW ETF 922908595 8347 34937 SH SOLE 0 0 0 34937 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4588 92383 SH SOLE 0 0 0 92383 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 709 11794 SH SOLE 0 0 0 11794 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 390 7218 SH SOLE 0 0 0 7218 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 1406 7831 SH SOLE 0 0 0 7831 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 1261 18305 SH SOLE 0 0 0 18305 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 1599 11816 SH SOLE 0 0 0 11816 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1072 6710 SH SOLE 0 0 0 6710 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 5723 115710 SH SOLE 0 0 0 115710 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 256 2333 SH SOLE 0 0 0 2333 VANGUARD WORLD FDS INF TECH ETF 92204A702 988 2455 SH SOLE 0 0 0 2455 VERIZON COMMUNICATIONS INC COM 92343V104 336 6322 SH SOLE 0 0 0 6322 VISA INC COM CL A 92826C839 615 2989 SH SOLE 0 0 0 2989 WALMART INC COM 931142103 299 2130 SH SOLE 0 0 0 2130 WISDOMTREE TR INTL ESG FUND 97717Y709 202 6670 SH SOLE 0 0 0 6670 WISDOMTREE TR US HIGH DIVIDEND 97717W208 494 5922 SH SOLE 0 0 0 5922 YUM BRANDS INC COM 988498101 681 5482 SH SOLE 0 0 0 5482 YUM CHINA HLDGS INC COM 98850P109 234 5120 SH SOLE 0 0 0 5120