Director of Operations

0001793691-23-000003.txt : 20230418 0001793691-23-000003.hdr.sgml : 20230418 20230418114441 ACCESSION NUMBER: 0001793691-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230418 DATE AS OF CHANGE: 20230418 EFFECTIVENESS DATE: 20230418 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: 23825969 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 X0202 13F-HR LIVE false true true 0001793691 XXXXXXXX 03-31-2023 03-31-2023 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 04-18-2023 0 184 409807807 false INFORMATION TABLE 2 RZHAdvisors_13f.xml ABBOTT LABS COM 002824100 566823 5598 SH SOLE 0 0 0 5598 ABBVIE INC COM 00287Y109 1251813 7855 SH SOLE 0 0 0 7855 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 758838 2655 SH SOLE 0 0 0 2655 ADOBE SYSTEMS INCORPORATED COM 00724F101 318701 827 SH SOLE 0 0 0 827 ADVANCED MICRO DEVICES INC COM 007903107 299813 3059 SH SOLE 0 0 0 3059 AFLAC INC COM 001055102 267214 4142 SH SOLE 0 0 0 4142 ALPHABET INC CAP STK CL A 02079K305 1982073 19108 SH SOLE 0 0 0 19108 ALPHABET INC CAP STK CL C 02079K107 844272 8118 SH SOLE 0 0 0 8118 AMARIN CORP PLC SPONS ADR NEW 023111206 19367 12911 SH SOLE 0 0 0 12911 AMAZON COM INC COM 023135106 2153906 20853 SH SOLE 0 0 0 20853 AMERICAN CENTY ETF TR US SML CP VALU 025072877 200729 2710 SH SOLE 0 0 0 2710 AMERICAN EXPRESS CO COM 025816109 335673 2035 SH SOLE 0 0 0 2035 AMERICAN WTR WKS CO INC NEW COM 030420103 498199 3401 SH SOLE 0 0 0 3401 AMGEN INC COM 031162100 247069 1022 SH SOLE 0 0 0 1022 ANALOG DEVICES INC COM 032654105 256784 1302 SH SOLE 0 0 0 1302 AON PLC SHS CL A G0403H108 531993 1687 SH SOLE 0 0 0 1687 APPLE INC COM 037833100 18560753 112558 SH SOLE 0 0 0 112558 APPLIED MATLS INC COM 038222105 773583 6298 SH SOLE 0 0 0 6298 ARK ETF TR NEXT GNRTN INTER 00214Q401 2180397 40671 SH SOLE 0 0 0 40671 ARK ETF TR INNOVATION ETF 00214Q104 4949310 122690 SH SOLE 0 0 0 122690 ARK ETF TR GENOMIC REV ETF 00214Q302 345427 11487 SH SOLE 0 0 0 11487 AT&T INC COM 00206R102 243849 12667 SH SOLE 0 0 0 12667 AUTOMATIC DATA PROCESSING IN COM 053015103 487114 2188 SH SOLE 0 0 0 2188 BANK AMERICA CORP COM 060505104 335645 11736 SH SOLE 0 0 0 11736 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3222735 10437 SH SOLE 0 0 0 10437 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1396800 3 SH SOLE 0 0 0 3 BLACKSTONE INC COM 09260D107 222499 2533 SH SOLE 0 0 0 2533 BOEING CO COM 097023105 561240 2642 SH SOLE 0 0 0 2642 BOSTON SCIENTIFIC CORP COM 101137107 765759 15306 SH SOLE 0 0 0 15306 BRISTOL-MYERS SQUIBB CO COM 110122108 303582 4380 SH SOLE 0 0 0 4380 BROADCOM INC COM 11135F101 424259 661 SH SOLE 0 0 0 661 CATERPILLAR INC COM 149123101 285927 1249 SH SOLE 0 0 0 1249 CHEVRON CORP NEW COM 166764100 979613 6004 SH SOLE 0 0 0 6004 CHICKEN SOUP FOR THE SOUL EN CL A 16842Q100 35376 17688 SH SOLE 0 0 0 17688 CHUBB LIMITED COM H1467J104 965128 4970 SH SOLE 0 0 0 4970 CHURCH & DWIGHT CO INC COM 171340102 425606 4814 SH SOLE 0 0 0 4814 CISCO SYS INC COM 17275R102 713448 13648 SH SOLE 0 0 0 13648 CITIGROUP INC COM NEW 172967424 256129 5462 SH SOLE 0 0 0 5462 CLOROX CO DEL COM 189054109 319961 2022 SH SOLE 0 0 0 2022 COCA COLA CO COM 191216100 1031323 16626 SH SOLE 0 0 0 16626 COMCAST CORP NEW CL A 20030N101 280155 7390 SH SOLE 0 0 0 7390 COSTCO WHSL CORP NEW COM 22160K105 842698 1696 SH SOLE 0 0 0 1696 CSX CORP COM 126408103 417725 13952 SH SOLE 0 0 0 13952 DANAHER CORPORATION COM 235851102 262945 1043 SH SOLE 0 0 0 1043 DEERE & CO COM 244199105 360031 872 SH SOLE 0 0 0 872 DISCOVER FINL SVCS COM 254709108 261432 2645 SH SOLE 0 0 0 2645 DISNEY WALT CO COM 254687106 465607 4650 SH SOLE 0 0 0 4650 DUKE ENERGY CORP NEW COM NEW 26441C204 213295 2211 SH SOLE 0 0 0 2211 E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 115026 19764 SH SOLE 0 0 0 19764 EAGLE BULK SHIPPING INC COM Y2187A150 5181851 113887 SH SOLE 0 0 0 113887 EMERSON ELEC CO COM 291011104 313210 3594 SH SOLE 0 0 0 3594 EXXON MOBIL CORP COM 30231G102 1203594 10976 SH SOLE 0 0 0 10976 FASTLY INC CL A 31188V100 4970083 279847 SH SOLE 0 0 0 279847 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 493584 5902 SH SOLE 0 0 0 5902 GLOBALSTAR INC COM 378973408 23200 20000 SH SOLE 0 0 0 20000 GOLDMAN SACHS GROUP INC COM 38141G104 668940 2045 SH SOLE 0 0 0 2045 HERSHEY CO COM 427866108 457463 1798 SH SOLE 0 0 0 1798 HOME DEPOT INC COM 437076102 954732 3235 SH SOLE 0 0 0 3235 HONEYWELL INTL INC COM 438516106 1054414 5517 SH SOLE 0 0 0 5517 ILLINOIS TOOL WKS INC COM 452308109 527651 2167 SH SOLE 0 0 0 2167 INFORMATION SVCS GROUP INC COM 45675Y104 730797 143575 SH SOLE 0 0 0 143575 INTEL CORP COM 458140100 300727 9205 SH SOLE 0 0 0 9205 INTELLIA THERAPEUTICS INC COM 45826J105 499157 13393 SH SOLE 0 0 0 13393 INTERNATIONAL BUSINESS MACHS COM 459200101 397137 3030 SH SOLE 0 0 0 3030 INTUIT COM 461202103 242977 545 SH SOLE 0 0 0 545 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 430328 2976 SH SOLE 0 0 0 2976 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 371912 4617 SH SOLE 0 0 0 4617 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 483084 9055 SH SOLE 0 0 0 9055 INVESCO QQQ TR UNIT SER 1 46090E103 4294578 13382 SH SOLE 0 0 0 13382 ISHARES GOLD TR ISHARES NEW 464285204 1375814 36816 SH SOLE 0 0 0 36816 ISHARES INC ESG AWR MSCI EM 46434G863 700142 22241 SH SOLE 0 0 0 22241 ISHARES INC CORE MSCI EMKT 46434G103 4183450 85744 SH SOLE 0 0 0 85744 ISHARES INC MSCI EMRG CHN 46434G764 692297 14034 SH SOLE 0 0 0 14034 ISHARES TR CORE MSCI INTL 46435G326 7155861 118337 SH SOLE 0 0 0 118337 ISHARES TR ESG AWR MSCI USA 46435G425 2841577 31416 SH SOLE 0 0 0 31416 ISHARES TR ESG AWARE MSCI 46435U663 612698 18026 SH SOLE 0 0 0 18026 ISHARES TR 0-3 MNTH TREASRY 46436E718 273879 2723 SH SOLE 0 0 0 2723 ISHARES TR CORE MSCI EAFE 46432F842 3270951 48930 SH SOLE 0 0 0 48930 ISHARES TR ESG AW MSCI EAFE 46435G516 1835823 25554 SH SOLE 0 0 0 25554 ISHARES TR MSCI USA ESG SLC 464288802 3019644 34404 SH SOLE 0 0 0 34404 ISHARES TR ISHS 1-5YR INVS 464288646 434200 8591 SH SOLE 0 0 0 8591 ISHARES TR MSCI EMG MKT ETF 464287234 1059363 26846 SH SOLE 0 0 0 26846 ISHARES TR CORE S&P MCP ETF 464287507 592180 2367 SH SOLE 0 0 0 2367 ISHARES TR CORE S&P SCP ETF 464287804 623493 6448 SH SOLE 0 0 0 6448 ISHARES TR CORE S&P500 ETF 464287200 219928 535 SH SOLE 0 0 0 535 ISHARES TR RUS 1000 VAL ETF 464287598 32186722 211393 SH SOLE 0 0 0 211393 ISHARES TR RUS 1000 GRW ETF 464287614 24638242 100840 SH SOLE 0 0 0 100840 ISHARES TR RUSSELL 2000 ETF 464287655 1206960 6765 SH SOLE 0 0 0 6765 ISHARES TR RUS 2000 VAL ETF 464287630 3472585 25344 SH SOLE 0 0 0 25344 ISHARES TR RUS 2000 GRW ETF 464287648 2607876 11498 SH SOLE 0 0 0 11498 ISHARES TR MSCI EAFE ETF 464287465 512298 7163 SH SOLE 0 0 0 7163 JOHNSON & JOHNSON COM 478160104 2343493 15119 SH SOLE 0 0 0 15119 JPMORGAN CHASE & CO COM 46625H100 1827889 14027 SH SOLE 0 0 0 14027 LIGHTPATH TECHNOLOGIES INC COM CL A 532257805 1450773 1028917 SH SOLE 0 0 0 1028917 LILLY ELI & CO COM 532457108 513444 1495 SH SOLE 0 0 0 1495 LINDE PLC SHS G54950103 532517 1498 SH SOLE 0 0 0 1498 LIVEONE INC COM 53814X102 180276 158137 SH SOLE 0 0 0 158137 LOCKHEED MARTIN CORP COM 539830109 252617 534 SH SOLE 0 0 0 534 LOWES COS INC COM 548661107 280958 1405 SH SOLE 0 0 0 1405 MARATHON PETE CORP COM 56585A102 204133 1514 SH SOLE 0 0 0 1514 MARSH & MCLENNAN COS INC COM 571748102 1447894 8693 SH SOLE 0 0 0 8693 MASTERCARD INCORPORATED CL A 57636Q104 1146217 3154 SH SOLE 0 0 0 3154 MCDONALDS CORP COM 580135101 975379 3488 SH SOLE 0 0 0 3488 MCKESSON CORP COM 58155Q103 636617 1788 SH SOLE 0 0 0 1788 MEDTRONIC PLC SHS G5960L103 224204 2781 SH SOLE 0 0 0 2781 MERCK & CO INC COM 58933Y105 850269 7992 SH SOLE 0 0 0 7992 META PLATFORMS INC CL A 30303M102 719324 3394 SH SOLE 0 0 0 3394 MICROSOFT CORP COM 594918104 7410088 25703 SH SOLE 0 0 0 25703 MONDELEZ INTL INC CL A 609207105 217655 3122 SH SOLE 0 0 0 3122 MORGAN STANLEY COM NEW 617446448 1025328 11678 SH SOLE 0 0 0 11678 NETFLIX INC COM 64110L106 277766 804 SH SOLE 0 0 0 804 NEXTERA ENERGY INC COM 65339F101 419939 5448 SH SOLE 0 0 0 5448 NIKE INC CL B 654106103 275233 2244 SH SOLE 0 0 0 2244 NORFOLK SOUTHN CORP COM 655844108 277508 1309 SH SOLE 0 0 0 1309 NORTHROP GRUMMAN CORP COM 666807102 322777 699 SH SOLE 0 0 0 699 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 1511626 42689 SH SOLE 0 0 0 42689 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 295762 8681 SH SOLE 0 0 0 8681 NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888 307170 11432 SH SOLE 0 0 0 11432 NVIDIA CORPORATION COM 67066G104 1074421 3868 SH SOLE 0 0 0 3868 ORACLE CORP COM 68389X105 315370 3394 SH SOLE 0 0 0 3394 PARKER-HANNIFIN CORP COM 701094104 233124 694 SH SOLE 0 0 0 694 PAYCHEX INC COM 704326107 486893 4249 SH SOLE 0 0 0 4249 PEPSICO INC COM 713448108 2333560 12801 SH SOLE 0 0 0 12801 PETCO HEALTH & WELLNESS CO I COM 71601V105 180000 20000 SH SOLE 0 0 0 20000 PFIZER INC COM 717081103 480133 11768 SH SOLE 0 0 0 11768 PHILIP MORRIS INTL INC COM 718172109 251878 2590 SH SOLE 0 0 0 2590 PPG INDS INC COM 693506107 649039 4859 SH SOLE 0 0 0 4859 PROCTER AND GAMBLE CO COM 742718109 1394493 9379 SH SOLE 0 0 0 9379 PROLOGIS INC. COM 74340W103 301076 2413 SH SOLE 0 0 0 2413 QUALCOMM INC COM 747525103 267142 2094 SH SOLE 0 0 0 2094 RAYTHEON TECHNOLOGIES CORP COM 75513E101 269682 2754 SH SOLE 0 0 0 2754 S&P GLOBAL INC COM 78409V104 436523 1266 SH SOLE 0 0 0 1266 SALESFORCE INC COM 79466L302 318050 1592 SH SOLE 0 0 0 1592 SCHWAB CHARLES CORP COM 808513105 238702 4557 SH SOLE 0 0 0 4557 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1389909 28735 SH SOLE 0 0 0 28735 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 569192 7780 SH SOLE 0 0 0 7780 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 696514 10265 SH SOLE 0 0 0 10265 SEACOAST BKG CORP FLA COM NEW 811707801 647460 27319 SH SOLE 0 0 0 27319 SELECT SECTOR SPDR TR ENERGY 81369Y506 266050 3212 SH SOLE 0 0 0 3212 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1625975 50575 SH SOLE 0 0 0 50575 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 2103446 20789 SH SOLE 0 0 0 20789 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 4055366 26855 SH SOLE 0 0 0 26855 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 778572 6014 SH SOLE 0 0 0 6014 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 4022509 26899 SH SOLE 0 0 0 26899 SOUTHERN CO COM 842587107 247692 3560 SH SOLE 0 0 0 3560 SPDR GOLD TR GOLD SHS 78463V107 2315168 12636 SH SOLE 0 0 0 12636 SPDR S&P 500 ETF TR TR UNIT 78462F103 8817626 21538 SH SOLE 0 0 0 21538 SPDR SER TR PRTFLO S&P500 GW 78464A409 5351762 96672 SH SOLE 0 0 0 96672 STARBUCKS CORP COM 855244109 347186 3334 SH SOLE 0 0 0 3334 STRYKER CORPORATION COM 863667101 376820 1320 SH SOLE 0 0 0 1320 SYSCO CORP COM 871829107 212548 2752 SH SOLE 0 0 0 2752 TESLA INC COM 88160R101 770299 3713 SH SOLE 0 0 0 3713 TEXAS INSTRS INC COM 882508104 339445 1825 SH SOLE 0 0 0 1825 THERMO FISHER SCIENTIFIC INC COM 883556102 330836 574 SH SOLE 0 0 0 574 UNION PAC CORP COM 907818108 805047 4000 SH SOLE 0 0 0 4000 UNITED PARCEL SERVICE INC CL B 911312106 207569 1070 SH SOLE 0 0 0 1070 UNITEDHEALTH GROUP INC COM 91324P102 912235 1930 SH SOLE 0 0 0 1930 VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 921932794 298183 3147 SH SOLE 0 0 0 3147 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 1120201 13871 SH SOLE 0 0 0 13871 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 7051109 30593 SH SOLE 0 0 0 30593 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 8035755 54777 SH SOLE 0 0 0 54777 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1903908 5063 SH SOLE 0 0 0 5063 VANGUARD INDEX FDS VALUE ETF 922908744 49535697 358668 SH SOLE 0 0 0 358668 VANGUARD INDEX FDS SM CP VAL ETF 922908611 8365871 52695 SH SOLE 0 0 0 52695 VANGUARD INDEX FDS SMALL CP ETF 922908751 277805 1466 SH SOLE 0 0 0 1466 VANGUARD INDEX FDS GROWTH ETF 922908736 41543859 166549 SH SOLE 0 0 0 166549 VANGUARD INDEX FDS SML CP GRW ETF 922908595 8033520 37122 SH SOLE 0 0 0 37122 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 281730 1446 SH SOLE 0 0 0 1446 VANGUARD INDEX FDS TOTAL STK MKT 922908769 5717301 28012 SH SOLE 0 0 0 28012 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 8586363 212534 SH SOLE 0 0 0 212534 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1978513 39055 SH SOLE 0 0 0 39055 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 253227 4027 SH SOLE 0 0 0 4027 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 2003933 29995 SH SOLE 0 0 0 29995 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1002130 6507 SH SOLE 0 0 0 6507 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 13646537 302115 SH SOLE 0 0 0 302115 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1745228 16542 SH SOLE 0 0 0 16542 VANGUARD WORLD FD ESG US STK ETF 921910733 750193 10461 SH SOLE 0 0 0 10461 VANGUARD WORLD FDS INF TECH ETF 92204A702 936869 2430 SH SOLE 0 0 0 2430 VERIZON COMMUNICATIONS INC COM 92343V104 457813 11772 SH SOLE 0 0 0 11772 VISA INC COM CL A 92826C839 1405115 6232 SH SOLE 0 0 0 6232 WALMART INC COM 931142103 455617 3090 SH SOLE 0 0 0 3090 WISDOMTREE TR US HIGH DIVIDEND 97717W208 432905 5262 SH SOLE 0 0 0 5262 YUM BRANDS INC COM 988498101 674797 5109 SH SOLE 0 0 0 5109 YUM CHINA HLDGS INC COM 98850P109 314414 4960 SH SOLE 0 0 0 4960