Director of Operations

0001793691-22-000003.txt : 20220419 0001793691-22-000003.hdr.sgml : 20220419 20220419100110 ACCESSION NUMBER: 0001793691-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220419 DATE AS OF CHANGE: 20220419 EFFECTIVENESS DATE: 20220419 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: 22833660 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 false 0001793691 XXXXXXXX 03-31-2022 03-31-2022 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 04-19-2022 0 152 301970 false INFORMATION TABLE 2 RZHAdvisors_13f.xml 3M CO COM 88579Y101 328 2206 SH SOLE 0 0 0 2206 ABBOTT LABS COM 002824100 394 3299 SH SOLE 0 0 0 3299 ABBVIE INC COM 00287Y109 896 5634 SH SOLE 0 0 0 5634 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 595 1826 SH SOLE 0 0 0 1826 ADVANCED MICRO DEVICES INC COM 007903107 242 2474 SH SOLE 0 0 0 2474 ALPHABET INC CAP STK CL C 02079K107 1128 433 SH SOLE 0 0 0 433 ALPHABET INC CAP STK CL A 02079K305 1276 491 SH SOLE 0 0 0 491 AMARIN CORP PLC SPONS ADR NEW 023111206 38 11318 SH SOLE 0 0 0 11318 AMAZON COM INC COM 023135106 2616 841 SH SOLE 0 0 0 841 AMERICAN WTR WKS CO INC NEW COM 030420103 521 3117 SH SOLE 0 0 0 3117 AON PLC SHS CL A G0403H108 500 1514 SH SOLE 0 0 0 1514 APPLE INC COM 037833100 11200 65726 SH SOLE 0 0 0 65726 APPLIED MATLS INC COM 038222105 561 4802 SH SOLE 0 0 0 4802 ARK ETF TR NEXT GNRTN INTER 00214Q401 3331 41079 SH SOLE 0 0 0 41079 ARK ETF TR INNOVATION ETF 00214Q104 13288 215253 SH SOLE 0 0 0 215253 ARK ETF TR GENOMIC REV ETF 00214Q302 292 6619 SH SOLE 0 0 0 6619 AT&T INC COM 00206R102 254 13081 SH SOLE 0 0 0 13081 AUTOMATIC DATA PROCESSING IN COM 053015103 529 2263 SH SOLE 0 0 0 2263 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1618 4673 SH SOLE 0 0 0 4673 BK OF AMERICA CORP COM 060505104 596 15348 SH SOLE 0 0 0 15348 BOSTON SCIENTIFIC CORP COM 101137107 688 15494 SH SOLE 0 0 0 15494 BRISTOL-MYERS SQUIBB CO COM 110122108 242 3152 SH SOLE 0 0 0 3152 BROADCOM INC COM 11135F101 270 456 SH SOLE 0 0 0 456 CATERPILLAR INC COM 149123101 293 1344 SH SOLE 0 0 0 1344 CHEVRON CORP NEW COM 166764100 576 3357 SH SOLE 0 0 0 3357 CHUBB LIMITED COM H1467J104 967 4542 SH SOLE 0 0 0 4542 CHURCH & DWIGHT INC COM 171340102 520 5060 SH SOLE 0 0 0 5060 CISCO SYS INC COM 17275R102 393 7544 SH SOLE 0 0 0 7544 COCA COLA CO COM 191216100 766 11831 SH SOLE 0 0 0 11831 COSTCO WHSL CORP NEW COM 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TOOL WKS INC COM 452308109 262 1314 SH SOLE 0 0 0 1314 INFORMATION SVCS GROUP INC COM 45675Y104 956 143575 SH SOLE 0 0 0 143575 INTEL CORP COM 458140100 390 8298 SH SOLE 0 0 0 8298 INTELLIA THERAPEUTICS INC COM 45826J105 832 13206 SH SOLE 0 0 0 13206 INTERNATIONAL BUSINESS MACHS COM 459200101 406 3216 SH SOLE 0 0 0 3216 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 474 9055 SH SOLE 0 0 0 9055 INVESCO QQQ TR UNIT SER 1 46090E103 932 2690 SH SOLE 0 0 0 2690 ISHARES GOLD TR ISHARES 464285105 1611 42822 SH SOLE 0 0 0 42822 ISHARES INC ESG AWR MSCI EM 46434G863 718 19786 SH SOLE 0 0 0 19786 ISHARES INC CORE MSCI EMKT 46434G103 1802 32624 SH SOLE 0 0 0 32624 ISHARES TR CORE MSCI EAFE 46432F842 2747 40214 SH SOLE 0 0 0 40214 ISHARES TR MSCI USA MIN VOL 46429B697 1621 20704 SH SOLE 0 0 0 20704 ISHARES TR ESG AW MSCI EAFE 46435G516 625 8625 SH SOLE 0 0 0 8625 ISHARES TR CORE MSCI INTL 46435G326 1303 20810 SH SOLE 0 0 0 20810 ISHARES TR ESG AWR MSCI USA 46435G425 1397 14090 SH SOLE 0 0 0 14090 ISHARES TR ESG AWARE MSCI 46435U663 1217 32531 SH SOLE 0 0 0 32531 ISHARES TR U.S. MED DVC ETF 464288810 491 8131 SH SOLE 0 0 0 8131 ISHARES TR MSCI USA ESG SLC 464288802 1211 12794 SH SOLE 0 0 0 12794 ISHARES TR PFD AND INCM SEC 464288687 1236 35219 SH SOLE 0 0 0 35219 ISHARES TR CORE S&P SCP ETF 464287804 676 6385 SH SOLE 0 0 0 6385 ISHARES TR CORE S&P500 ETF 464287200 1847 4149 SH SOLE 0 0 0 4149 ISHARES TR RUS 1000 VAL ETF 464287598 3472 20901 SH SOLE 0 0 0 20901 ISHARES TR RUS 1000 GRW ETF 464287614 7962 29816 SH SOLE 0 0 0 29816 ISHARES TR RUSSELL 2000 ETF 464287655 1074 5346 SH SOLE 0 0 0 5346 ISHARES TR RUS 2000 VAL ETF 464287630 593 3737 SH SOLE 0 0 0 3737 ISHARES TR RUS 2000 GRW ETF 464287648 4174 16748 SH SOLE 0 0 0 16748 ISHARES TR RUS MID CAP ETF 464287499 304 3930 SH SOLE 0 0 0 3930 ISHARES TR MSCI EAFE ETF 464287465 514 7110 SH SOLE 0 0 0 7110 ISHARES TR S&P 100 ETF 464287101 212 1046 SH SOLE 0 0 0 1046 ISHARES TR MSCI EMG MKT ETF 464287234 1348 30084 SH SOLE 0 0 0 30084 ISHARES TR GENOMICS IMMUN 46435U192 221 6400 SH SOLE 0 0 0 6400 JOHNSON & JOHNSON COM 478160104 1815 10044 SH SOLE 0 0 0 10044 JPMORGAN CHASE & CO COM 46625H100 1046 8216 SH SOLE 0 0 0 8216 LIGHTPATH TECHNOLOGIES INC COM CL A 532257805 1978 1117405 SH SOLE 0 0 0 1117405 LIVEXLIVE MEDIA INC COM NEW 53839L208 136 158137 SH SOLE 0 0 0 158137 MARSH & MCLENNAN COS INC COM 571748102 1426 8391 SH SOLE 0 0 0 8391 MASTERCARD INCORPORATED CL A 57636Q104 810 2282 SH SOLE 0 0 0 2282 MCDONALDS CORP COM 580135101 714 2842 SH SOLE 0 0 0 2842 MCKESSON CORP COM 58155Q103 522 1603 SH SOLE 0 0 0 1603 MERCK & CO. INC COM 58933Y105 451 5235 SH SOLE 0 0 0 5235 MICROSOFT CORP COM 594918104 4841 16830 SH SOLE 0 0 0 16830 MORGAN STANLEY COM NEW 617446448 844 10029 SH SOLE 0 0 0 10029 NEXTERA ENERGY INC COM 65339F101 308 3688 SH SOLE 0 0 0 3688 NIKE INC CL B 654106103 208 1629 SH SOLE 0 0 0 1629 NORFOLK SOUTHN CORP COM 655844108 457 1751 SH SOLE 0 0 0 1751 NORTHROP GRUMMAN CORP COM 666807102 309 666 SH SOLE 0 0 0 666 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 1133 29076 SH SOLE 0 0 0 29076 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 285 4880 SH SOLE 0 0 0 4880 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 238 6256 SH SOLE 0 0 0 6256 NVIDIA CORPORATION COM 67066G104 472 2124 SH SOLE 0 0 0 2124 PAYCHEX INC COM 704326107 589 4270 SH SOLE 0 0 0 4270 PEPSICO INC COM 713448108 2025 11705 SH SOLE 0 0 0 11705 PFIZER INC COM 717081103 536 10091 SH SOLE 0 0 0 10091 PPG INDS INC COM 693506107 612 4689 SH SOLE 0 0 0 4689 PROCTER AND GAMBLE CO COM 742718109 1178 7387 SH SOLE 0 0 0 7387 S&P GLOBAL INC COM 78409V104 403 1018 SH SOLE 0 0 0 1018 SCHWAB CHARLES CORP COM 808513105 384 4576 SH SOLE 0 0 0 4576 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 311 3930 SH SOLE 0 0 0 3930 SEACOAST BKG CORP FLA COM NEW 811707801 912 27319 SH SOLE 0 0 0 27319 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 652 9645 SH SOLE 0 0 0 9645 SELECT SECTOR SPDR TR ENERGY 81369Y506 238 2996 SH SOLE 0 0 0 2996 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 646 17317 SH SOLE 0 0 0 17317 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 674 6733 SH SOLE 0 0 0 6733 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1797 11958 SH SOLE 0 0 0 11958 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 374 4743 SH SOLE 0 0 0 4743 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 402 2888 SH SOLE 0 0 0 2888 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 771 4260 SH SOLE 0 0 0 4260 SPDR GOLD TR GOLD SHS 78463V107 2126 11515 SH SOLE 0 0 0 11515 SPDR S&P 500 ETF TR TR UNIT 78462F103 6899 15562 SH SOLE 0 0 0 15562 SPDR SER TR PRTFLO S&P500 GW 78464A409 6447 101500 SH SOLE 0 0 0 101500 STRYKER CORPORATION COM 863667101 387 1468 SH SOLE 0 0 0 1468 SVF INVESTMENT CORP 3 CL A SHS G8601N108 198 20000 SH SOLE 0 0 0 20000 SYSCO CORP COM 871829107 235 2710 SH SOLE 0 0 0 2710 TESLA INC COM 88160R101 829 811 SH SOLE 0 0 0 811 THERMO FISHER SCIENTIFIC INC COM 883556102 245 424 SH SOLE 0 0 0 424 UNION PAC CORP COM 907818108 915 3742 SH SOLE 0 0 0 3742 UNITEDHEALTH GROUP INC COM 91324P102 678 1262 SH SOLE 0 0 0 1262 VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 921932794 385 1835 SH SOLE 0 0 0 1835 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 1546 8826 SH SOLE 0 0 0 8826 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 6936 26231 SH SOLE 0 0 0 26231 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 7641 50571 SH SOLE 0 0 0 50571 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2185 5361 SH SOLE 0 0 0 5361 VANGUARD INDEX FDS VALUE ETF 922908744 47995 323002 SH SOLE 0 0 0 323002 VANGUARD INDEX FDS SM CP VAL ETF 922908611 9502 54540 SH SOLE 0 0 0 54540 VANGUARD INDEX FDS GROWTH ETF 922908736 41725 151100 SH SOLE 0 0 0 151100 VANGUARD INDEX FDS SML CP GRW ETF 922908595 6779 27954 SH SOLE 0 0 0 27954 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 549 2526 SH SOLE 0 0 0 2526 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4896 21919 SH SOLE 0 0 0 21919 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 638 11236 SH SOLE 0 0 0 11236 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4504 98012 SH SOLE 0 0 0 98012 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 349 6871 SH SOLE 0 0 0 6871 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 334 4866 SH SOLE 0 0 0 4866 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 253 1394 SH SOLE 0 0 0 1394 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 365 2624 SH SOLE 0 0 0 2624 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1081 6715 SH SOLE 0 0 0 6715 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 7381 156235 SH SOLE 0 0 0 156235 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 590 5226 SH SOLE 0 0 0 5226 VANGUARD WORLD FD ESG US STK ETF 921910733 1507 19055 SH SOLE 0 0 0 19055 VANGUARD WORLD FDS INF TECH ETF 92204A702 967 2455 SH SOLE 0 0 0 2455 VERIZON COMMUNICATIONS INC COM 92343V104 461 8522 SH SOLE 0 0 0 8522 VISA INC COM CL A 92826C839 774 3629 SH SOLE 0 0 0 3629 WALMART INC COM 931142103 333 2120 SH SOLE 0 0 0 2120 WISDOMTREE TR US HIGH DIVIDEND 97717W208 496 5514 SH SOLE 0 0 0 5514 YUM BRANDS INC COM 988498101 669 5493 SH SOLE 0 0 0 5493 YUM CHINA HLDGS INC COM 98850P109 208 4960 SH SOLE 0 0 0 4960