Chief Operating Officer

0001793691-22-000004.txt : 20220718 0001793691-22-000004.hdr.sgml : 20220718 20220718102455 ACCESSION NUMBER: 0001793691-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220718 DATE AS OF CHANGE: 20220718 EFFECTIVENESS DATE: 20220718 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: 221088501 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 06-30-2022 06-30-2022 Relyea Zuckerberg Hanson LLC

ONE LANDMARK SQUARE 11TH FLOOR STAMFORD CT 06901

13F HOLDINGS REPORT 028-19656 N Jean Paul Atallah Chief Operating Officer 203.355.0964 Jean Paul Atallah Stamford CT 07-18-2022 0 140 268385 false INFORMATION TABLE 2 RZHAdvisors13f.xml 3M CO COM 88579Y101 288 2227 SH SOLE 0 0 0 2227 ABBOTT LABS COM 002824100 346 3182 SH SOLE 0 0 0 3182 ABBVIE INC COM 00287Y109 870 5680 SH SOLE 0 0 0 5680 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 536 1929 SH SOLE 0 0 0 1929 ALPHABET INC CAP STK CL C 02079K107 890 407 SH SOLE 0 0 0 407 ALPHABET INC CAP STK CL A 02079K305 1249 573 SH SOLE 0 0 0 573 AMARIN CORP PLC SPONS ADR NEW 023111206 18 11796 SH SOLE 0 0 0 11796 AMAZON COM INC COM 023135106 1695 15955 SH SOLE 0 0 0 15955 AMERICAN WTR WKS CO INC NEW COM 030420103 462 3104 SH SOLE 0 0 0 3104 AON PLC SHS CL A G0403H108 416 1544 SH SOLE 0 0 0 1544 APPLE INC COM 037833100 8069 59019 SH SOLE 0 0 0 59019 APPLIED MATLS INC COM 038222105 403 4427 SH SOLE 0 0 0 4427 ARK ETF TR NEXT GNRTN INTER 00214Q401 2692 54944 SH SOLE 0 0 0 54944 ARK ETF TR INNOVATION ETF 00214Q104 6238 156413 SH SOLE 0 0 0 156413 AT&T INC COM 00206R102 316 15057 SH SOLE 0 0 0 15057 AUTOMATIC DATA PROCESSING IN COM 053015103 521 2481 SH SOLE 0 0 0 2481 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1220 4467 SH SOLE 0 0 0 4467 BK OF AMERICA CORP COM 060505104 459 14733 SH SOLE 0 0 0 14733 BOSTON SCIENTIFIC CORP COM 101137107 569 15276 SH SOLE 0 0 0 15276 BRISTOL-MYERS SQUIBB CO COM 110122108 292 3796 SH SOLE 0 0 0 3796 CATERPILLAR INC COM 149123101 227 1271 SH SOLE 0 0 0 1271 CHEVRON CORP NEW COM 166764100 548 3785 SH SOLE 0 0 0 3785 CHUBB LIMITED COM H1467J104 894 4549 SH SOLE 0 0 0 4549 CHURCH & DWIGHT CO INC COM 171340102 428 4621 SH SOLE 0 0 0 4621 CISCO SYS INC COM 17275R102 289 6774 SH SOLE 0 0 0 6774 COCA COLA CO COM 191216100 790 12563 SH SOLE 0 0 0 12563 COLGATE PALMOLIVE CO COM 194162103 203 2530 SH SOLE 0 0 0 2530 COSTCO WHSL CORP NEW COM 22160K105 712 1486 SH SOLE 0 0 0 1486 CSX CORP COM 126408103 393 13508 SH SOLE 0 0 0 13508 DEERE & CO COM 244199105 212 707 SH SOLE 0 0 0 707 DISCOVER FINL SVCS COM 254709108 254 2684 SH SOLE 0 0 0 2684 DISNEY WALT CO COM 254687106 392 4152 SH SOLE 0 0 0 4152 DUKE ENERGY CORP NEW COM NEW 26441C204 213 1989 SH SOLE 0 0 0 1989 EAGLE BULK SHIPPING INC COM Y2187A150 5996 115566 SH SOLE 0 0 0 115566 EMERSON ELEC CO COM 291011104 282 3543 SH SOLE 0 0 0 3543 EXXON MOBIL CORP COM 30231G102 620 7244 SH SOLE 0 0 0 7244 FASTLY INC CL A 31188V100 257 22158 SH SOLE 0 0 0 22158 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 425 5902 SH SOLE 0 0 0 5902 GLOBALSTAR INC COM 378973408 25 20000 SH SOLE 0 0 0 20000 GOLDMAN SACHS GROUP INC COM 38141G104 545 1835 SH SOLE 0 0 0 1835 HERSHEY CO COM 427866108 326 1513 SH SOLE 0 0 0 1513 HOME DEPOT INC COM 437076102 781 2846 SH SOLE 0 0 0 2846 HONEYWELL INTL INC COM 438516106 915 5265 SH SOLE 0 0 0 5265 ILLINOIS TOOL WKS INC COM 452308109 227 1247 SH SOLE 0 0 0 1247 INFORMATION SVCS GROUP INC COM 45675Y104 971 143575 SH SOLE 0 0 0 143575 INTEL CORP COM 458140100 312 8333 SH SOLE 0 0 0 8333 INTELLIA THERAPEUTICS INC COM 45826J105 684 13208 SH SOLE 0 0 0 13208 INTERNATIONAL BUSINESS MACHS COM 459200101 509 3607 SH SOLE 0 0 0 3607 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 419 9055 SH SOLE 0 0 0 9055 INVESCO QQQ TR UNIT SER 1 46090E103 754 2690 SH SOLE 0 0 0 2690 ISHARES GOLD TR ISHARES NEW 464285204 1469 42822 SH SOLE 0 0 0 42822 ISHARES INC ESG AWR MSCI EM 46434G863 680 21041 SH SOLE 0 0 0 21041 ISHARES INC CORE MSCI EMKT 46434G103 1778 36247 SH SOLE 0 0 0 36247 ISHARES TR CORE MSCI EAFE 46432F842 2571 43685 SH SOLE 0 0 0 43685 ISHARES TR CORE MSCI INTL 46435G326 1669 31064 SH SOLE 0 0 0 31064 ISHARES TR ESG AWR MSCI USA 46435G425 1553 18513 SH SOLE 0 0 0 18513 ISHARES TR ESG AWARE MSCI 46435U663 447 14177 SH SOLE 0 0 0 14177 ISHARES TR ESG AW MSCI EAFE 46435G516 629 10020 SH SOLE 0 0 0 10020 ISHARES TR MSCI USA ESG SLC 464288802 2463 30527 SH SOLE 0 0 0 30527 ISHARES TR PFD AND INCM SEC 464288687 1764 53641 SH SOLE 0 0 0 53641 ISHARES TR CORE S&P SCP ETF 464287804 593 6413 SH SOLE 0 0 0 6413 ISHARES TR RUS 1000 VAL ETF 464287598 12314 84944 SH SOLE 0 0 0 84944 ISHARES TR RUS 1000 GRW ETF 464287614 13108 59938 SH SOLE 0 0 0 59938 ISHARES TR RUSSELL 2000 ETF 464287655 882 5207 SH SOLE 0 0 0 5207 ISHARES TR RUS 2000 VAL ETF 464287630 4603 33806 SH SOLE 0 0 0 33806 ISHARES TR RUS 2000 GRW ETF 464287648 3831 18568 SH SOLE 0 0 0 18568 ISHARES TR RUS MID CAP ETF 464287499 207 3204 SH SOLE 0 0 0 3204 ISHARES TR RUS MD CP GR ETF 464287481 348 4393 SH SOLE 0 0 0 4393 ISHARES TR MSCI EAFE ETF 464287465 448 7163 SH SOLE 0 0 0 7163 ISHARES TR MSCI EMG MKT ETF 464287234 1066 26574 SH SOLE 0 0 0 26574 JOHNSON & JOHNSON COM 478160104 1932 10886 SH SOLE 0 0 0 10886 JPMORGAN CHASE & CO COM 46625H100 995 8840 SH SOLE 0 0 0 8840 LIGHTPATH TECHNOLOGIES INC COM CL A 532257805 1374 1117405 SH SOLE 0 0 0 1117405 LILLY ELI & CO COM 532457108 237 731 SH SOLE 0 0 0 731 LIVEONE INC COM 53814X102 135 158137 SH SOLE 0 0 0 158137 MARSH & MCLENNAN COS INC COM 571748102 1268 8166 SH SOLE 0 0 0 8166 MASTERCARD INCORPORATED CL A 57636Q104 754 2389 SH SOLE 0 0 0 2389 MCDONALDS CORP COM 580135101 729 2953 SH SOLE 0 0 0 2953 MCKESSON CORP COM 58155Q103 525 1608 SH SOLE 0 0 0 1608 MERCK & CO INC COM 58933Y105 516 5661 SH SOLE 0 0 0 5661 META PLATFORMS INC CL A 30303M102 304 1884 SH SOLE 0 0 0 1884 MICROSOFT CORP COM 594918104 4490 17481 SH SOLE 0 0 0 17481 MORGAN STANLEY COM NEW 617446448 764 10047 SH SOLE 0 0 0 10047 NEXTERA ENERGY INC COM 65339F101 309 3995 SH SOLE 0 0 0 3995 NIKE INC CL B 654106103 217 2120 SH SOLE 0 0 0 2120 NORFOLK SOUTHN CORP COM 655844108 392 1723 SH SOLE 0 0 0 1723 NORTHROP GRUMMAN CORP COM 666807102 326 682 SH SOLE 0 0 0 682 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 1395 42505 SH SOLE 0 0 0 42505 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 336 10062 SH SOLE 0 0 0 10062 NVIDIA CORPORATION COM 67066G104 406 2676 SH SOLE 0 0 0 2676 PAYCHEX INC COM 704326107 501 4397 SH SOLE 0 0 0 4397 PEPSICO INC COM 713448108 1992 11953 SH SOLE 0 0 0 11953 PFIZER INC COM 717081103 557 10616 SH SOLE 0 0 0 10616 PPG INDS INC COM 693506107 526 4603 SH SOLE 0 0 0 4603 PROCTER AND GAMBLE CO COM 742718109 958 6660 SH SOLE 0 0 0 6660 S&P GLOBAL INC COM 78409V104 343 1018 SH SOLE 0 0 0 1018 SCHWAB CHARLES CORP COM 808513105 270 4279 SH SOLE 0 0 0 4279 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 275 3834 SH SOLE 0 0 0 3834 SEACOAST BKG CORP FLA COM NEW 811707801 903 27319 SH SOLE 0 0 0 27319 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 523 9645 SH SOLE 0 0 0 9645 SELECT SECTOR SPDR TR ENERGY 81369Y506 214 2996 SH SOLE 0 0 0 2996 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 545 17317 SH SOLE 0 0 0 17317 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 588 6733 SH SOLE 0 0 0 6733 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1433 11273 SH SOLE 0 0 0 11273 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 342 4743 SH SOLE 0 0 0 4743 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 771 6014 SH SOLE 0 0 0 6014 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 586 4260 SH SOLE 0 0 0 4260 SPDR GOLD TR GOLD SHS 78463V107 1944 11537 SH SOLE 0 0 0 11537 SPDR S&P 500 ETF TR TR UNIT 78462F103 5876 15577 SH SOLE 0 0 0 15577 SPDR SER TR PRTFLO S&P500 GW 78464A409 5468 104597 SH SOLE 0 0 0 104597 STRYKER CORPORATION COM 863667101 224 1125 SH SOLE 0 0 0 1125 SYSCO CORP COM 871829107 274 3234 SH SOLE 0 0 0 3234 TESLA INC COM 88160R101 589 875 SH SOLE 0 0 0 875 UNION PAC CORP COM 907818108 744 3487 SH SOLE 0 0 0 3487 UNITEDHEALTH GROUP INC COM 91324P102 616 1200 SH SOLE 0 0 0 1200 VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 921932794 332 1836 SH SOLE 0 0 0 1836 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 1327 8622 SH SOLE 0 0 0 8622 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 5129 23568 SH SOLE 0 0 0 23568 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 6923 52109 SH SOLE 0 0 0 52109 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2947 8494 SH SOLE 0 0 0 8494 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 443 2526 SH SOLE 0 0 0 2526 VANGUARD INDEX FDS VALUE ETF 922908744 43026 326249 SH SOLE 0 0 0 326249 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4718 31491 SH SOLE 0 0 0 31491 VANGUARD INDEX FDS GROWTH ETF 922908736 32620 146352 SH SOLE 0 0 0 146352 VANGUARD INDEX FDS SML CP GRW ETF 922908595 5185 26316 SH SOLE 0 0 0 26316 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3979 21096 SH SOLE 0 0 0 21096 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4614 110784 SH SOLE 0 0 0 110784 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 551 9793 SH SOLE 0 0 0 9793 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 257 2154 SH SOLE 0 0 0 2154 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 959 6683 SH SOLE 0 0 0 6683 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 6920 169610 SH SOLE 0 0 0 169610 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 579 5692 SH SOLE 0 0 0 5692 VANGUARD WORLD FD ESG US STK ETF 921910733 442 6650 SH SOLE 0 0 0 6650 VANGUARD WORLD FDS INF TECH ETF 92204A702 793 2429 SH SOLE 0 0 0 2429 VERIZON COMMUNICATIONS INC COM 92343V104 435 8569 SH SOLE 0 0 0 8569 VISA INC COM CL A 92826C839 692 3516 SH SOLE 0 0 0 3516 WALMART INC COM 931142103 206 1693 SH SOLE 0 0 0 1693 WISDOMTREE TR US HIGH DIVIDEND 97717W208 433 5262 SH SOLE 0 0 0 5262 YUM BRANDS INC COM 988498101 575 5070 SH SOLE 0 0 0 5070 YUM CHINA HLDGS INC COM 98850P109 259 5332 SH SOLE 0 0 0 5332