Director of Operations

0001793691-21-000002.txt : 20210128 0001793691-21-000002.hdr.sgml : 20210128 20210128091108 ACCESSION NUMBER: 0001793691-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210128 DATE AS OF CHANGE: 20210128 EFFECTIVENESS DATE: 20210128 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: 21562219 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 12-31-2020 12-31-2020 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 01-28-2021 0 118 186424 false INFORMATION TABLE 2 RZHAdvisors_13f.xml ISHARES TR CORE S&P SCP ETF 464287804 349 3800 SH SOLE 0 0 0 3800 ISHARES TR RUS 1000 VAL ETF 464287598 2312 16908 SH SOLE 0 0 0 16908 ISHARES TR RUS 1000 GRW ETF 464287614 3840 15922 SH SOLE 0 0 0 15922 ISHARES TR RUSSELL 2000 ETF 464287655 1229 6271 SH SOLE 0 0 0 6271 ISHARES TR RUS 2000 VAL ETF 464287630 565 4287 SH SOLE 0 0 0 4287 SPDR S&P 500 ETF TR TR UNIT 78462F103 3818 10213 SH SOLE 0 0 0 10213 AMAZON COM INC COM 023135106 1954 600 SH SOLE 0 0 0 600 BRISTOL-MYERS SQUIBB CO COM 110122108 324 5230 SH SOLE 0 0 0 5230 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 875 3772 SH SOLE 0 0 0 3772 EMERSON ELEC CO COM 291011104 240 2990 SH SOLE 0 0 0 2990 INVESCO QQQ TR UNIT SER 1 46090E103 1202 3830 SH SOLE 0 0 0 3830 ABBOTT LABS COM 002824100 214 1956 SH SOLE 0 0 0 1956 ADVANCED MICRO DEVICES INC COM 007903107 230 2510 SH SOLE 0 0 0 2510 INTEL CORP COM 458140100 221 4441 SH SOLE 0 0 0 4441 ILLINOIS TOOL WKS INC COM 452308109 245 1200 SH SOLE 0 0 0 1200 ISHARES TR RUS 2000 GRW ETF 464287648 2051 7152 SH SOLE 0 0 0 7152 ORACLE CORP COM 68389X105 373 5759 SH SOLE 0 0 0 5759 DISNEY WALT CO COM 254687106 583 3220 SH SOLE 0 0 0 3220 HONEYWELL INTL INC COM 438516106 1219 5730 SH SOLE 0 0 0 5730 JOHNSON & JOHNSON COM 478160104 1181 7504 SH SOLE 0 0 0 7504 PFIZER INC COM 717081103 251 6825 SH SOLE 0 0 0 6825 ISHARES TR MSCI EAFE ETF 464287465 519 7110 SH SOLE 0 0 0 7110 MICROSOFT CORP COM 594918104 3295 14814 SH SOLE 0 0 0 14814 AT&T INC COM 00206R102 250 8688 SH SOLE 0 0 0 8688 CISCO SYS INC COM 17275R102 202 4506 SH SOLE 0 0 0 4506 INTERNATIONAL BUSINESS MACHS COM 459200101 278 2206 SH SOLE 0 0 0 2206 COCA COLA CO COM 191216100 422 7696 SH SOLE 0 0 0 7696 PEPSICO INC COM 713448108 1657 11174 SH SOLE 0 0 0 11174 PPG INDS INC COM 693506107 826 5729 SH SOLE 0 0 0 5729 STRYKER CORPORATION COM 863667101 212 864 SH SOLE 0 0 0 864 VERIZON COMMUNICATIONS INC COM 92343V104 313 5326 SH SOLE 0 0 0 5326 SPDR SER TR PRTFLO S&P500 GW 78464A409 5748 103967 SH SOLE 0 0 0 103967 ISHARES TR RUS MID CAP ETF 464287499 314 4580 SH SOLE 0 0 0 4580 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 326 2506 SH SOLE 0 0 0 2506 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 884 6259 SH SOLE 0 0 0 6259 BK OF AMERICA CORP COM 060505104 276 9104 SH SOLE 0 0 0 9104 AUTOMATIC DATA PROCESSING IN COM 053015103 381 2161 SH SOLE 0 0 0 2161 APPLIED MATLS INC COM 038222105 382 4430 SH SOLE 0 0 0 4430 UNION PAC CORP COM 907818108 679 3262 SH SOLE 0 0 0 3262 COLGATE PALMOLIVE CO COM 194162103 428 5001 SH SOLE 0 0 0 5001 COSTCO WHSL CORP NEW COM 22160K105 480 1273 SH SOLE 0 0 0 1273 MCKESSON CORP COM 58155Q103 261 1500 SH SOLE 0 0 0 1500 MERCK & CO. INC COM 58933Y105 287 3511 SH SOLE 0 0 0 3511 MORGAN STANLEY COM NEW 617446448 688 10036 SH SOLE 0 0 0 10036 PROCTER AND GAMBLE CO COM 742718109 619 4448 SH SOLE 0 0 0 4448 HOME DEPOT INC COM 437076102 606 2283 SH SOLE 0 0 0 2283 MCDONALDS CORP COM 580135101 298 1389 SH SOLE 0 0 0 1389 JPMORGAN CHASE & CO COM 46625H100 895 7042 SH SOLE 0 0 0 7042 UNITEDHEALTH GROUP INC COM 91324P102 208 593 SH SOLE 0 0 0 593 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 358 1372 SH SOLE 0 0 0 1372 MARSH & MCLENNAN COS INC COM 571748102 2352 20101 SH SOLE 0 0 0 20101 3M CO COM 88579Y101 528 3021 SH SOLE 0 0 0 3021 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3949 20291 SH SOLE 0 0 0 20291 NORFOLK SOUTHN CORP COM 655844108 413 1740 SH SOLE 0 0 0 1740 CSX CORP COM 126408103 435 4795 SH SOLE 0 0 0 4795 APPLE INC COM 037833100 5881 44322 SH SOLE 0 0 0 44322 AMERICAN WTR WKS CO INC NEW COM 030420103 480 3130 SH SOLE 0 0 0 3130 ISHARES TR MSCI EMG MKT ETF 464287234 1536 29726 SH SOLE 0 0 0 29726 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 229 1390 SH SOLE 0 0 0 1390 CHUBB LIMITED COM H1467J104 699 4542 SH SOLE 0 0 0 4542 AON PLC SHS CL A G0403H108 327 1546 SH SOLE 0 0 0 1546 S&P GLOBAL INC COM 78409V104 266 808 SH SOLE 0 0 0 808 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3277 65392 SH SOLE 0 0 0 65392 PAYCHEX INC COM 704326107 354 3797 SH SOLE 0 0 0 3797 BOSTON SCIENTIFIC CORP COM 101137107 857 23850 SH SOLE 0 0 0 23850 CLOROX CO DEL COM 189054109 220 1090 SH SOLE 0 0 0 1090 STANLEY BLACK & DECKER INC COM 854502101 320 1790 SH SOLE 0 0 0 1790 LIGHTPATH TECHNOLOGIES INC COM CL A 532257805 3048 777604 SH SOLE 0 0 0 777604 CHURCH & DWIGHT INC COM 171340102 449 5145 SH SOLE 0 0 0 5145 YUM BRANDS INC COM 988498101 575 5300 SH SOLE 0 0 0 5300 ALPHABET INC CAP STK CL A 02079K305 587 335 SH SOLE 0 0 0 335 SPDR GOLD TR GOLD SHS 78463V107 1199 6723 SH SOLE 0 0 0 6723 VANGUARD INDEX FDS VALUE ETF 922908744 12459 104737 SH SOLE 0 0 0 104737 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3214 22604 SH SOLE 0 0 0 22604 VANGUARD INDEX FDS GROWTH ETF 922908736 25264 99723 SH SOLE 0 0 0 99723 VANGUARD INDEX FDS SML CP GRW ETF 922908595 6003 22426 SH SOLE 0 0 0 22426 ISHARES GOLD TRUST ISHARES 464285105 994 54850 SH SOLE 0 0 0 54850 VANGUARD WORLD FDS INF TECH ETF 92204A702 525 1484 SH SOLE 0 0 0 1484 MASTERCARD INCORPORATED CL A 57636Q104 619 1734 SH SOLE 0 0 0 1734 WISDOMTREE TR US HIGH DIVIDEND 97717W208 427 6160 SH SOLE 0 0 0 6160 ISHARES TR MSCI USA ESG SLC 464288802 973 11823 SH SOLE 0 0 0 11823 AMARIN CORP PLC SPONS ADR NEW 023111206 55 11318 SH SOLE 0 0 0 11318 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 666 3139 SH SOLE 0 0 0 3139 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 872 14940 SH SOLE 0 0 0 14940 DISCOVER FINL SVCS COM 254709108 204 2253 SH SOLE 0 0 0 2253 EAGLE BULK SHIPPING INC COM Y2187A150 2009 105719 SH SOLE 0 0 0 105719 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 273 2979 SH SOLE 0 0 0 2979 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 3464 73384 SH SOLE 0 0 0 73384 VISA INC COM CL A 92826C839 552 2523 SH SOLE 0 0 0 2523 SEACOAST BKG CORP FLA COM NEW 811707801 672 22819 SH SOLE 0 0 0 22819 INFORMATION SVCS GROUP INC COM 45675Y104 246 75000 SH SOLE 0 0 0 75000 SPROTT PHYSICAL GOLD TR UNIT 85207H104 242 16025 SH SOLE 0 0 0 16025 TESLA INC COM 88160R101 223 316 SH SOLE 0 0 0 316 VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 921932794 315 1600 SH SOLE 0 0 0 1600 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 1294 9213 SH SOLE 0 0 0 9213 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 826 2404 SH SOLE 0 0 0 2404 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 6077 26414 SH SOLE 0 0 0 26414 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 5269 42600 SH SOLE 0 0 0 42600 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 297 4634 SH SOLE 0 0 0 4634 FACEBOOK INC CL A 30303M102 373 1365 SH SOLE 0 0 0 1365 ISHARES INC CORE MSCI EMKT 46434G103 684 11020 SH SOLE 0 0 0 11020 ISHARES TR CORE MSCI EAFE 46432F842 2323 33629 SH SOLE 0 0 0 33629 ABBVIE INC COM 00287Y109 506 4718 SH SOLE 0 0 0 4718 ALPHABET INC CAP STK CL C 02079K107 505 288 SH SOLE 0 0 0 288 ARK ETF TR NEXT GNRTN INTER 00214Q401 571 3901 SH SOLE 0 0 0 3901 ARK ETF TR INNOVATION ETF 00214Q104 26444 212415 SH SOLE 0 0 0 212415 ARK ETF TR GENOMIC REV ETF 00214Q302 1130 12122 SH SOLE 0 0 0 12122 ISHARES TR MSCI LW CRB TG 46434V464 396 2660 SH SOLE 0 0 0 2660 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 434 7858 SH SOLE 0 0 0 7858 ISHARES INC ESG AWR MSCI EM 46434G863 777 18508 SH SOLE 0 0 0 18508 ISHARES TR ESG AW MSCI EAFE 46435G516 383 5245 SH SOLE 0 0 0 5245 YUM CHINA HLDGS INC COM 98850P109 303 5300 SH SOLE 0 0 0 5300 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 1378 35954 SH SOLE 0 0 0 35954 ISHARES TR CORE MSCI INTL 46435G326 900 14598 SH SOLE 0 0 0 14598 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 328 5835 SH SOLE 0 0 0 5835 LIVEXLIVE MEDIA INC COM NEW 53839L208 251 76667 SH SOLE 0 0 0 76667 ISHARES TR ESG AWARE MSCI 46435U663 719 21080 SH SOLE 0 0 0 21080 FASTLY INC CL A 31188V100 636 7280 SH SOLE 0 0 0 7280