Director of Operations

0001793691-23-000004.txt : 20230717 0001793691-23-000004.hdr.sgml : 20230717 20230717135109 ACCESSION NUMBER: 0001793691-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230717 DATE AS OF CHANGE: 20230717 EFFECTIVENESS DATE: 20230717 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: 231091263 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 false 0001793691 XXXXXXXX 06-30-2023 06-30-2023 Relyea Zuckerberg Hanson LLC

ONE LANDMARK SQUARE 11TH FLOOR STAMFORD CT 06901

13F HOLDINGS REPORT 028-19656 N Jane Michener Director of Operations 203.355.0883 Jane Michener Stamford CT 07-17-2023 0 196 445292340 false INFORMATION TABLE 2 RZHAdvisors_13f.xml 3M CO COM 88579Y101 224202 2240 SH SOLE 0 0 0 2240 ABBOTT LABS COM 002824100 709376 6507 SH SOLE 0 0 0 6507 ABBVIE INC COM 00287Y109 1124951 8350 SH SOLE 0 0 0 8350 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 915879 2968 SH SOLE 0 0 0 2968 ADOBE SYSTEMS INCORPORATED COM 00724F101 487034 996 SH SOLE 0 0 0 996 ADVANCED MICRO DEVICES INC COM 007903107 393217 3452 SH SOLE 0 0 0 3452 AFLAC INC COM 001055102 295224 4230 SH SOLE 0 0 0 4230 ALPHABET INC CAP STK CL A 02079K305 2600842 21728 SH SOLE 0 0 0 21728 ALPHABET INC CAP STK CL C 02079K107 1166552 9643 SH SOLE 0 0 0 9643 AMARIN CORP PLC SPONS ADR NEW 023111206 13468 11318 SH SOLE 0 0 0 11318 AMAZON COM INC COM 023135106 2920846 22406 SH SOLE 0 0 0 22406 AMERICAN CENTY ETF TR US SML CP VALU 025072877 203121 2617 SH SOLE 0 0 0 2617 AMERICAN EXPRESS CO COM 025816109 332199 1907 SH SOLE 0 0 0 1907 AMERICAN WTR WKS CO INC NEW COM 030420103 526591 3689 SH SOLE 0 0 0 3689 ANALOG DEVICES INC COM 032654105 259685 1333 SH SOLE 0 0 0 1333 AON PLC SHS CL A G0403H108 579353 1678 SH SOLE 0 0 0 1678 APPLE INC COM 037833100 13410497 69137 SH SOLE 0 0 0 69137 APPLIED MATLS INC COM 038222105 921732 6377 SH SOLE 0 0 0 6377 ARK ETF TR NEXT GNRTN INTER 00214Q401 2800354 47779 SH SOLE 0 0 0 47779 ARK ETF TR INNOVATION ETF 00214Q104 4991659 113087 SH SOLE 0 0 0 113087 ARK ETF TR GENOMIC REV ETF 00214Q302 329972 9679 SH SOLE 0 0 0 9679 AUTOMATIC DATA PROCESSING IN COM 053015103 512554 2332 SH SOLE 0 0 0 2332 BANK AMERICA CORP COM 060505104 549093 19139 SH SOLE 0 0 0 19139 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2406778 7058 SH SOLE 0 0 0 7058 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1553430 3 SH SOLE 0 0 0 3 BLACKROCK INC COM 09247X101 205278 297 SH SOLE 0 0 0 297 BLACKSTONE INC COM 09260D107 213668 2298 SH SOLE 0 0 0 2298 BOEING CO COM 097023105 563375 2668 SH SOLE 0 0 0 2668 BOSTON SCIENTIFIC CORP COM 101137107 821519 15188 SH SOLE 0 0 0 15188 BRISTOL-MYERS SQUIBB CO COM 110122108 409489 6403 SH SOLE 0 0 0 6403 BROADCOM INC COM 11135F101 695875 802 SH SOLE 0 0 0 802 CATERPILLAR INC COM 149123101 310875 1263 SH SOLE 0 0 0 1263 CHEVRON CORP NEW COM 166764100 838156 5327 SH SOLE 0 0 0 5327 CHICKEN SOUP FOR THE SOUL EN CL A 16842Q100 20960 17688 SH SOLE 0 0 0 17688 CHUBB LIMITED COM H1467J104 923571 4796 SH SOLE 0 0 0 4796 CHURCH & DWIGHT CO INC COM 171340102 490425 4893 SH SOLE 0 0 0 4893 CISCO SYS INC COM 17275R102 712839 13777 SH SOLE 0 0 0 13777 CITIGROUP INC COM NEW 172967424 255906 5558 SH SOLE 0 0 0 5558 CLOROX CO DEL COM 189054109 324124 2038 SH SOLE 0 0 0 2038 COCA COLA CO COM 191216100 947056 15727 SH SOLE 0 0 0 15727 COLGATE PALMOLIVE CO COM 194162103 265162 3442 SH SOLE 0 0 0 3442 COMCAST CORP NEW CL A 20030N101 371042 8930 SH SOLE 0 0 0 8930 COSTCO WHSL CORP NEW COM 22160K105 950248 1765 SH SOLE 0 0 0 1765 CSX CORP COM 126408103 486950 14280 SH SOLE 0 0 0 14280 CVS HEALTH CORP COM 126650100 200821 2905 SH SOLE 0 0 0 2905 DANAHER CORPORATION COM 235851102 479824 1999 SH SOLE 0 0 0 1999 DEERE & CO COM 244199105 314022 775 SH SOLE 0 0 0 775 DISCOVER FINL SVCS COM 254709108 311172 2663 SH SOLE 0 0 0 2663 DISNEY WALT CO COM 254687106 343346 3846 SH SOLE 0 0 0 3846 E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 109295 19517 SH SOLE 0 0 0 19517 EAGLE BULK SHIPPING INC COM Y2187A150 5268251 109664 SH SOLE 0 0 0 109664 EATON CORP PLC SHS G29183103 211306 1051 SH SOLE 0 0 0 1051 ECOLAB INC COM 278865100 247036 1323 SH SOLE 0 0 0 1323 ELEVANCE HEALTH INC COM 036752103 215494 485 SH SOLE 0 0 0 485 EMERSON ELEC CO COM 291011104 321818 3560 SH SOLE 0 0 0 3560 EXXON MOBIL CORP COM 30231G102 1901410 17729 SH SOLE 0 0 0 17729 FASTLY INC CL A 31188V100 4413187 279847 SH SOLE 0 0 0 279847 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 522740 5902 SH SOLE 0 0 0 5902 GENERAL ELECTRIC CO COM NEW 369604301 234321 2133 SH SOLE 0 0 0 2133 GILEAD SCIENCES INC COM 375558103 207248 2689 SH SOLE 0 0 0 2689 GLOBALSTAR INC COM 378973408 21600 20000 SH SOLE 0 0 0 20000 GOLDMAN SACHS GROUP INC COM 38141G104 627340 1945 SH SOLE 0 0 0 1945 HERSHEY CO COM 427866108 463741 1857 SH SOLE 0 0 0 1857 HOME DEPOT INC COM 437076102 1125195 3622 SH SOLE 0 0 0 3622 HONEYWELL INTL INC COM 438516106 1147065 5528 SH SOLE 0 0 0 5528 ILLINOIS TOOL WKS INC COM 452308109 593825 2374 SH SOLE 0 0 0 2374 INFORMATION SVCS GROUP INC COM 45675Y104 769562 143575 SH SOLE 0 0 0 143575 INTEL CORP COM 458140100 369010 11035 SH SOLE 0 0 0 11035 INTELLIA THERAPEUTICS INC COM 45826J105 542904 13313 SH SOLE 0 0 0 13313 INTERNATIONAL BUSINESS MACHS COM 459200101 297335 2222 SH SOLE 0 0 0 2222 INTUIT COM 461202103 253837 554 SH SOLE 0 0 0 554 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 447225 2989 SH SOLE 0 0 0 2989 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 510611 9055 SH SOLE 0 0 0 9055 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 390025 4617 SH SOLE 0 0 0 4617 INVESCO QQQ TR UNIT SER 1 46090E103 1924623 5210 SH SOLE 0 0 0 5210 ISHARES GOLD TR ISHARES NEW 464285204 1436641 39479 SH SOLE 0 0 0 39479 ISHARES INC ESG AWR MSCI EM 46434G863 825636 26103 SH SOLE 0 0 0 26103 ISHARES INC MSCI EMRG CHN 46434G764 729487 14034 SH SOLE 0 0 0 14034 ISHARES INC CORE MSCI EMKT 46434G103 4725001 95861 SH SOLE 0 0 0 95861 ISHARES TR CORE MSCI EAFE 46432F842 3735905 55347 SH SOLE 0 0 0 55347 ISHARES TR CORE MSCI INTL 46435G326 7287087 119226 SH SOLE 0 0 0 119226 ISHARES TR ESG AWR MSCI USA 46435G425 3731117 38284 SH SOLE 0 0 0 38284 ISHARES TR ESG AW MSCI EAFE 46435G516 2523240 34598 SH SOLE 0 0 0 34598 ISHARES TR NEW YORK MUN ETF 464288323 1007748 18921 SH SOLE 0 0 0 18921 ISHARES TR 0-3 MNTH TREASRY 46436E718 274079 2724 SH SOLE 0 0 0 2724 ISHARES TR ESG AWARE MSCI 46435U663 751965 21170 SH SOLE 0 0 0 21170 ISHARES TR ISHS 1-5YR INVS 464288646 411734 8207 SH SOLE 0 0 0 8207 ISHARES TR MSCI USA ESG SLC 464288802 3279967 35027 SH SOLE 0 0 0 35027 ISHARES TR MSCI EMG MKT ETF 464287234 1024361 25894 SH SOLE 0 0 0 25894 ISHARES TR S&P 100 ETF 464287101 216495 1046 SH SOLE 0 0 0 1046 ISHARES TR CORE S&P MCP ETF 464287507 620815 2374 SH SOLE 0 0 0 2374 ISHARES TR CORE S&P SCP ETF 464287804 626778 6290 SH SOLE 0 0 0 6290 ISHARES TR CORE S&P500 ETF 464287200 238455 535 SH SOLE 0 0 0 535 ISHARES TR RUS 1000 VAL ETF 464287598 33799065 214149 SH SOLE 0 0 0 214149 ISHARES TR RUS 1000 GRW ETF 464287614 29415200 106894 SH SOLE 0 0 0 106894 ISHARES TR RUSSELL 2000 ETF 464287655 1268539 6774 SH SOLE 0 0 0 6774 ISHARES TR RUS 2000 VAL ETF 464287630 2302696 16354 SH SOLE 0 0 0 16354 ISHARES TR RUS 2000 GRW ETF 464287648 2822526 11632 SH SOLE 0 0 0 11632 ISHARES TR MSCI EAFE ETF 464287465 488143 6733 SH SOLE 0 0 0 6733 JOHNSON & JOHNSON COM 478160104 2639652 15948 SH SOLE 0 0 0 15948 JPMORGAN CHASE & CO COM 46625H100 2303933 15841 SH SOLE 0 0 0 15841 LIGHTPATH TECHNOLOGIES INC COM CL A 532257805 1389038 1028917 SH SOLE 0 0 0 1028917 LILLY ELI & CO COM 532457108 863435 1841 SH SOLE 0 0 0 1841 LINDE PLC SHS G54950103 570549 1497 SH SOLE 0 0 0 1497 LIVEONE INC COM 53814X102 278321 158137 SH SOLE 0 0 0 158137 LOCKHEED MARTIN CORP COM 539830109 257988 560 SH SOLE 0 0 0 560 LOWES COS INC COM 548661107 424931 1883 SH SOLE 0 0 0 1883 MARSH & MCLENNAN COS INC COM 571748102 1587292 8439 SH SOLE 0 0 0 8439 MASTERCARD INCORPORATED CL A 57636Q104 1307382 3324 SH SOLE 0 0 0 3324 MCDONALDS CORP COM 580135101 1197625 4013 SH SOLE 0 0 0 4013 MCKESSON CORP COM 58155Q103 743092 1739 SH SOLE 0 0 0 1739 MEDTRONIC PLC SHS G5960L103 263243 2988 SH SOLE 0 0 0 2988 MERCK & CO INC COM 58933Y105 936135 8113 SH SOLE 0 0 0 8113 META PLATFORMS INC CL A 30303M102 1098559 3828 SH SOLE 0 0 0 3828 MICROSOFT CORP COM 594918104 9801662 28783 SH SOLE 0 0 0 28783 MONDELEZ INTL INC CL A 609207105 318517 4367 SH SOLE 0 0 0 4367 MOODYS CORP COM 615369105 257662 741 SH SOLE 0 0 0 741 MORGAN STANLEY COM NEW 617446448 1000948 11721 SH SOLE 0 0 0 11721 NETFLIX INC COM 64110L106 372214 845 SH SOLE 0 0 0 845 NEXTERA ENERGY INC COM 65339F101 571124 7697 SH SOLE 0 0 0 7697 NIKE INC CL B 654106103 379712 3440 SH SOLE 0 0 0 3440 NORFOLK SOUTHN CORP COM 655844108 348077 1535 SH SOLE 0 0 0 1535 NORTHROP GRUMMAN CORP COM 666807102 340061 746 SH SOLE 0 0 0 746 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 214657 6195 SH SOLE 0 0 0 6195 NUSHARES ETF TR NUVEEN ESG EMRGN 67092P888 401340 14696 SH SOLE 0 0 0 14696 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 1461410 39508 SH SOLE 0 0 0 39508 NVIDIA CORPORATION COM 67066G104 2059882 4869 SH SOLE 0 0 0 4869 ORACLE CORP COM 68389X105 416458 3497 SH SOLE 0 0 0 3497 PARKER-HANNIFIN CORP COM 701094104 270529 694 SH SOLE 0 0 0 694 PAYCHEX INC COM 704326107 465155 4158 SH SOLE 0 0 0 4158 PEPSICO INC COM 713448108 2440856 13178 SH SOLE 0 0 0 13178 PETCO HEALTH & WELLNESS CO I COM 71601V105 180163 20243 SH SOLE 0 0 0 20243 PFIZER INC COM 717081103 603305 16448 SH SOLE 0 0 0 16448 PHILIP MORRIS INTL INC COM 718172109 245832 2518 SH SOLE 0 0 0 2518 PHILLIPS 66 COM 718546104 204886 2148 SH SOLE 0 0 0 2148 PPG INDS INC COM 693506107 721302 4864 SH SOLE 0 0 0 4864 PROCTER AND GAMBLE CO COM 742718109 1462470 9638 SH SOLE 0 0 0 9638 PROLOGIS INC. COM 74340W103 303883 2478 SH SOLE 0 0 0 2478 QUALCOMM INC COM 747525103 268385 2255 SH SOLE 0 0 0 2255 RAYTHEON TECHNOLOGIES CORP COM 75513E101 257323 2627 SH SOLE 0 0 0 2627 S&P GLOBAL INC COM 78409V104 609405 1520 SH SOLE 0 0 0 1520 SALESFORCE INC COM 79466L302 372029 1761 SH SOLE 0 0 0 1761 SCHWAB CHARLES CORP COM 808513105 260678 4599 SH SOLE 0 0 0 4599 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 732312 10310 SH SOLE 0 0 0 10310 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 320925 4419 SH SOLE 0 0 0 4419 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1509806 28830 SH SOLE 0 0 0 28830 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 206113 2750 SH SOLE 0 0 0 2750 SEACOAST BKG CORP FLA COM NEW 811707801 603750 27319 SH SOLE 0 0 0 27319 SELECT SECTOR SPDR TR ENERGY 81369Y506 260718 3212 SH SOLE 0 0 0 3212 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 722586 6733 SH SOLE 0 0 0 6733 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1532750 8816 SH SOLE 0 0 0 8816 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 798238 6014 SH SOLE 0 0 0 6014 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 309903 1825 SH SOLE 0 0 0 1825 SOUTHERN CO COM 842587107 267767 3812 SH SOLE 0 0 0 3812 SPDR GOLD TR GOLD SHS 78463V107 2257968 12666 SH SOLE 0 0 0 12666 SPDR S&P 500 ETF TR TR UNIT 78462F103 9171592 20690 SH SOLE 0 0 0 20690 SPDR SER TR PRTFLO S&P500 GW 78464A409 5831031 95575 SH SOLE 0 0 0 95575 SPDR SER TR PORTFOLIO S&P500 78464A854 328493 6304 SH SOLE 0 0 0 6304 STARBUCKS CORP COM 855244109 324670 3278 SH SOLE 0 0 0 3278 STRYKER CORPORATION COM 863667101 413397 1355 SH SOLE 0 0 0 1355 SYSCO CORP COM 871829107 208650 2812 SH SOLE 0 0 0 2812 TESLA INC COM 88160R101 1190268 4547 SH SOLE 0 0 0 4547 TEXAS INSTRS INC COM 882508104 352817 1960 SH SOLE 0 0 0 1960 THE CIGNA GROUP COM 125523100 292105 1041 SH SOLE 0 0 0 1041 THERMO FISHER SCIENTIFIC INC COM 883556102 558795 1071 SH SOLE 0 0 0 1071 TRIMBLE INC COM 896239100 207313 3916 SH SOLE 0 0 0 3916 UNION PAC CORP COM 907818108 844883 4129 SH SOLE 0 0 0 4129 UNITEDHEALTH GROUP INC COM 91324P102 2881095 5994 SH SOLE 0 0 0 5994 VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 921932794 311977 3147 SH SOLE 0 0 0 3147 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 1069051 13020 SH SOLE 0 0 0 13020 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 7773413 30593 SH SOLE 0 0 0 30593 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 9278286 59591 SH SOLE 0 0 0 59591 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3592064 8820 SH SOLE 0 0 0 8820 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6176548 28040 SH SOLE 0 0 0 28040 VANGUARD INDEX FDS VALUE ETF 922908744 56136900 395052 SH SOLE 0 0 0 395052 VANGUARD INDEX FDS SM CP VAL ETF 922908611 9412363 56907 SH SOLE 0 0 0 56907 VANGUARD INDEX FDS SMALL CP ETF 922908751 287078 1443 SH SOLE 0 0 0 1443 VANGUARD INDEX FDS GROWTH ETF 922908736 52568817 185782 SH SOLE 0 0 0 185782 VANGUARD INDEX FDS SML CP GRW ETF 922908595 8842760 38490 SH SOLE 0 0 0 38490 VANGUARD INDEX FDS LARGE CAP ETF 922908637 485287 2394 SH SOLE 0 0 0 2394 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 8614713 211768 SH SOLE 0 0 0 211768 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2271633 45234 SH SOLE 0 0 0 45234 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 284937 4027 SH SOLE 0 0 0 4027 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 947605 13692 SH SOLE 0 0 0 13692 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 986261 6072 SH SOLE 0 0 0 6072 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 15806515 342281 SH SOLE 0 0 0 342281 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1287184 12135 SH SOLE 0 0 0 12135 VANGUARD WORLD FD ESG US STK ETF 921910733 1525789 19474 SH SOLE 0 0 0 19474 VANGUARD WORLD FDS INF TECH ETF 92204A702 957432 2165 SH SOLE 0 0 0 2165 VERISK ANALYTICS INC COM 92345Y106 206598 914 SH SOLE 0 0 0 914 VERIZON COMMUNICATIONS INC COM 92343V104 256537 6898 SH SOLE 0 0 0 6898 VISA INC COM CL A 92826C839 1254896 5284 SH SOLE 0 0 0 5284 WALMART INC COM 931142103 544114 3462 SH SOLE 0 0 0 3462 WISDOMTREE TR US HIGH DIVIDEND 97717W208 418697 5262 SH SOLE 0 0 0 5262 YUM BRANDS INC COM 988498101 752604 5432 SH SOLE 0 0 0 5432 YUM CHINA HLDGS INC COM 98850P109 280240 4960 SH SOLE 0 0 0 4960