DIrector of Operations

0001793691-22-000005.txt : 20221102 0001793691-22-000005.hdr.sgml : 20221102 20221102091830 ACCESSION NUMBER: 0001793691-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221102 DATE AS OF CHANGE: 20221102 EFFECTIVENESS DATE: 20221102 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: 221352459 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 true 0001793691 XXXXXXXX 09-30-2022 09-30-2022 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 11-02-2022 0 143 276985 false INFORMATION TABLE 2 RZHAdvisors13f.xml 3M CO COM 88579Y101 269 2433 SH SOLE 0 0 0 2433 ABBOTT LABS COM 002824100 376 3883 SH SOLE 0 0 0 3883 ABBVIE INC COM 00287Y109 797 5939 SH SOLE 0 0 0 5939 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 531 2063 SH SOLE 0 0 0 2063 AFLAC INC COM 001055102 206 3668 SH SOLE 0 0 0 3668 ALPHABET INC CAP STK CL C 02079K107 789 8203 SH SOLE 0 0 0 8203 ALPHABET INC CAP STK CL A 02079K305 1131 11825 SH SOLE 0 0 0 11825 AMARIN CORP PLC SPONS ADR NEW 023111206 12 11318 SH SOLE 0 0 0 11318 AMAZON COM INC COM 023135106 1972 17452 SH SOLE 0 0 0 17452 AMERICAN WTR WKS CO INC NEW COM 030420103 434 3332 SH SOLE 0 0 0 3332 AON PLC SHS CL A G0403H108 421 1571 SH SOLE 0 0 0 1571 APPLE INC COM 037833100 10697 77399 SH SOLE 0 0 0 77399 APPLIED MATLS INC COM 038222105 413 5046 SH SOLE 0 0 0 5046 ARK ETF TR NEXT GNRTN INTER 00214Q401 878 19227 SH SOLE 0 0 0 19227 ARK ETF TR INNOVATION ETF 00214Q104 7455 197588 SH SOLE 0 0 0 197588 AT&T INC COM 00206R102 158 10292 SH SOLE 0 0 0 10292 AUTOMATIC DATA PROCESSING IN COM 053015103 496 2195 SH SOLE 0 0 0 2195 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1373 5142 SH SOLE 0 0 0 5142 BK OF AMERICA CORP COM 060505104 436 14434 SH SOLE 0 0 0 14434 BOSTON SCIENTIFIC CORP COM 101137107 576 14884 SH SOLE 0 0 0 14884 BRISTOL-MYERS SQUIBB CO COM 110122108 273 3840 SH SOLE 0 0 0 3840 CHEVRON CORP NEW COM 166764100 543 3780 SH SOLE 0 0 0 3780 CHICKEN SOUP FOR THE SOUL EN CL A 16842Q100 122 17688 SH SOLE 0 0 0 17688 CHUBB LIMITED COM H1467J104 827 4549 SH SOLE 0 0 0 4549 CHURCH & DWIGHT CO INC COM 171340102 324 4530 SH SOLE 0 0 0 4530 CISCO SYS INC COM 17275R102 400 9988 SH SOLE 0 0 0 9988 COCA COLA CO COM 191216100 745 13291 SH SOLE 0 0 0 13291 COLGATE PALMOLIVE CO COM 194162103 207 2942 SH SOLE 0 0 0 2942 COSTCO WHSL CORP NEW COM 22160K105 741 1568 SH SOLE 0 0 0 1568 CSX CORP COM 126408103 357 13409 SH SOLE 0 0 0 13409 DANAHER CORPORATION COM 235851102 263 1019 SH SOLE 0 0 0 1019 DEERE & CO COM 244199105 242 726 SH SOLE 0 0 0 726 DISCOVER FINL SVCS COM 254709108 234 2576 SH SOLE 0 0 0 2576 DISNEY WALT CO COM 254687106 454 4815 SH SOLE 0 0 0 4815 E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 118 19517 SH SOLE 0 0 0 19517 EAGLE BULK SHIPPING INC COM Y2187A150 4989 115550 SH SOLE 0 0 0 115550 EMERSON ELEC CO COM 291011104 276 3767 SH SOLE 0 0 0 3767 EXXON MOBIL CORP COM 30231G102 659 7549 SH SOLE 0 0 0 7549 FASTLY INC CL A 31188V100 2563 279846 SH SOLE 0 0 0 279846 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 424 5902 SH SOLE 0 0 0 5902 GLOBALSTAR INC COM 378973408 32 20000 SH SOLE 0 0 0 20000 GOLDMAN SACHS GROUP INC COM 38141G104 624 2130 SH SOLE 0 0 0 2130 HERSHEY CO COM 427866108 357 1620 SH SOLE 0 0 0 1620 HOME DEPOT INC COM 437076102 749 2714 SH SOLE 0 0 0 2714 HONEYWELL INTL INC COM 438516106 811 4858 SH SOLE 0 0 0 4858 ILLINOIS TOOL WKS INC COM 452308109 294 1626 SH SOLE 0 0 0 1626 INFORMATION SVCS GROUP INC COM 45675Y104 683 143575 SH SOLE 0 0 0 143575 INTEL CORP COM 458140100 245 9525 SH SOLE 0 0 0 9525 INTELLIA THERAPEUTICS INC COM 45826J105 740 13224 SH SOLE 0 0 0 13224 INTERNATIONAL BUSINESS MACHS COM 459200101 570 4800 SH SOLE 0 0 0 4800 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 414 9055 SH SOLE 0 0 0 9055 INVESCO QQQ TR UNIT SER 1 46090E103 719 2690 SH SOLE 0 0 0 2690 ISHARES GOLD TR ISHARES NEW 464285204 970 30772 SH SOLE 0 0 0 30772 ISHARES INC ESG AWR MSCI EM 46434G863 776 28045 SH SOLE 0 0 0 28045 ISHARES INC CORE MSCI EMKT 46434G103 1781 41441 SH SOLE 0 0 0 41441 ISHARES TR CORE MSCI EAFE 46432F842 1918 36416 SH SOLE 0 0 0 36416 ISHARES TR CORE MSCI INTL 46435G326 2399 49649 SH SOLE 0 0 0 49649 ISHARES TR ESG AWR MSCI USA 46435G425 358 4511 SH SOLE 0 0 0 4511 ISHARES TR ESG AW MSCI EAFE 46435G516 1016 18097 SH SOLE 0 0 0 18097 ISHARES TR ESG AWARE MSCI 46435U663 449 14655 SH SOLE 0 0 0 14655 ISHARES TR MSCI USA ESG SLC 464288802 2457 32373 SH SOLE 0 0 0 32373 ISHARES TR PFD AND INCM SEC 464288687 1430 45168 SH SOLE 0 0 0 45168 ISHARES TR MSCI EMG MKT ETF 464287234 927 26574 SH SOLE 0 0 0 26574 ISHARES TR CORE S&P SCP ETF 464287804 559 6413 SH SOLE 0 0 0 6413 ISHARES TR RUS 1000 VAL ETF 464287598 24581 180759 SH SOLE 0 0 0 180759 ISHARES TR RUS 1000 GRW ETF 464287614 20939 99519 SH SOLE 0 0 0 99519 ISHARES TR RUSSELL 2000 ETF 464287655 667 4045 SH SOLE 0 0 0 4045 ISHARES TR RUS 2000 VAL ETF 464287630 4734 36714 SH SOLE 0 0 0 36714 ISHARES TR RUS 2000 GRW ETF 464287648 3879 18778 SH SOLE 0 0 0 18778 ISHARES TR MSCI EAFE ETF 464287465 401 7163 SH SOLE 0 0 0 7163 JOHNSON & JOHNSON COM 478160104 1802 11028 SH SOLE 0 0 0 11028 JPMORGAN CHASE & CO COM 46625H100 894 8552 SH SOLE 0 0 0 8552 LIGHTPATH TECHNOLOGIES INC COM CL A 532257805 1196 1117405 SH SOLE 0 0 0 1117405 LILLY ELI & CO COM 532457108 266 822 SH SOLE 0 0 0 822 LIVEONE INC COM 53814X102 112 158137 SH SOLE 0 0 0 158137 LOCKHEED MARTIN CORP COM 539830109 203 525 SH SOLE 0 0 0 525 MARSH & MCLENNAN COS INC COM 571748102 1226 8211 SH SOLE 0 0 0 8211 MASTERCARD INCORPORATED CL A 57636Q104 692 2434 SH SOLE 0 0 0 2434 MCDONALDS CORP COM 580135101 708 3066 SH SOLE 0 0 0 3066 MCKESSON CORP COM 58155Q103 552 1625 SH SOLE 0 0 0 1625 MERCK & CO INC COM 58933Y105 521 6046 SH SOLE 0 0 0 6046 META PLATFORMS INC CL A 30303M102 323 2379 SH SOLE 0 0 0 2379 MICROSOFT CORP COM 594918104 4345 18655 SH SOLE 0 0 0 18655 MORGAN STANLEY COM NEW 617446448 810 10251 SH SOLE 0 0 0 10251 NEXTERA ENERGY INC COM 65339F101 351 4474 SH SOLE 0 0 0 4474 NORFOLK SOUTHN CORP COM 655844108 285 1359 SH SOLE 0 0 0 1359 NORTHROP GRUMMAN CORP COM 666807102 324 688 SH SOLE 0 0 0 688 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 1338 41734 SH SOLE 0 0 0 41734 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 344 11145 SH SOLE 0 0 0 11145 NVIDIA CORPORATION COM 67066G104 240 1975 SH SOLE 0 0 0 1975 PAYCHEX INC COM 704326107 515 4594 SH SOLE 0 0 0 4594 PEPSICO INC COM 713448108 1980 12128 SH SOLE 0 0 0 12128 PFIZER INC COM 717081103 392 8952 SH SOLE 0 0 0 8952 PPG INDS INC COM 693506107 550 4973 SH SOLE 0 0 0 4973 PROCTER AND GAMBLE CO COM 742718109 939 7435 SH SOLE 0 0 0 7435 S&P GLOBAL INC COM 78409V104 345 1130 SH SOLE 0 0 0 1130 SCHWAB CHARLES CORP COM 808513105 332 4620 SH SOLE 0 0 0 4620 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 212 3184 SH SOLE 0 0 0 3184 SEACOAST BKG CORP FLA COM NEW 811707801 826 27319 SH SOLE 0 0 0 27319 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 462 9645 SH SOLE 0 0 0 9645 SELECT SECTOR SPDR TR ENERGY 81369Y506 216 2996 SH SOLE 0 0 0 2996 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 521 17152 SH SOLE 0 0 0 17152 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 558 6733 SH SOLE 0 0 0 6733 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1301 10957 SH SOLE 0 0 0 10957 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 317 4743 SH SOLE 0 0 0 4743 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 728 6014 SH SOLE 0 0 0 6014 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 607 4260 SH SOLE 0 0 0 4260 SPDR GOLD TR GOLD SHS 78463V107 2098 13562 SH SOLE 0 0 0 13562 SPDR S&P 500 ETF TR TR UNIT 78462F103 5565 15580 SH SOLE 0 0 0 15580 SPDR SER TR PRTFLO S&P500 GW 78464A409 5255 104894 SH SOLE 0 0 0 104894 STARBUCKS CORP COM 855244109 218 2584 SH SOLE 0 0 0 2584 STRYKER CORPORATION COM 863667101 265 1309 SH SOLE 0 0 0 1309 SYSCO CORP COM 871829107 205 2903 SH SOLE 0 0 0 2903 TESLA INC COM 88160R101 817 3080 SH SOLE 0 0 0 3080 TEXAS INSTRS INC COM 882508104 216 1394 SH SOLE 0 0 0 1394 THERMO FISHER SCIENTIFIC INC COM 883556102 242 477 SH SOLE 0 0 0 477 UNION PAC CORP COM 907818108 701 3596 SH SOLE 0 0 0 3596 UNITEDHEALTH GROUP INC COM 91324P102 699 1383 SH SOLE 0 0 0 1383 VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 921932794 321 1836 SH SOLE 0 0 0 1836 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 1186 8307 SH SOLE 0 0 0 8307 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 4915 23568 SH SOLE 0 0 0 23568 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 6580 53004 SH SOLE 0 0 0 53004 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1793 5462 SH SOLE 0 0 0 5462 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 335 1966 SH SOLE 0 0 0 1966 VANGUARD INDEX FDS VALUE ETF 922908744 35744 289468 SH SOLE 0 0 0 289468 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4864 33922 SH SOLE 0 0 0 33922 VANGUARD INDEX FDS GROWTH ETF 922908736 27197 127120 SH SOLE 0 0 0 127120 VANGUARD INDEX FDS SML CP GRW ETF 922908595 5366 27501 SH SOLE 0 0 0 27501 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3786 21097 SH SOLE 0 0 0 21097 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5060 138679 SH SOLE 0 0 0 138679 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 424 8815 SH SOLE 0 0 0 8815 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 513 9465 SH SOLE 0 0 0 9465 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 904 6688 SH SOLE 0 0 0 6688 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 7960 218915 SH SOLE 0 0 0 218915 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 667 7032 SH SOLE 0 0 0 7032 VANGUARD WORLD FD ESG US STK ETF 921910733 1868 29699 SH SOLE 0 0 0 29699 VANGUARD WORLD FDS INF TECH ETF 92204A702 747 2429 SH SOLE 0 0 0 2429 VERIZON COMMUNICATIONS INC COM 92343V104 381 10037 SH SOLE 0 0 0 10037 VISA INC COM CL A 92826C839 602 3388 SH SOLE 0 0 0 3388 WALMART INC COM 931142103 328 2532 SH SOLE 0 0 0 2532 WISDOMTREE TR US HIGH DIVIDEND 97717W208 399 5262 SH SOLE 0 0 0 5262 YUM BRANDS INC COM 988498101 536 5039 SH SOLE 0 0 0 5039 YUM CHINA HLDGS INC COM 98850P109 235 4960 SH SOLE 0 0 0 4960