Director of Operations

0001793691-21-000004.txt : 20210723 0001793691-21-000004.hdr.sgml : 20210723 20210723110724 ACCESSION NUMBER: 0001793691-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210723 DATE AS OF CHANGE: 20210723 EFFECTIVENESS DATE: 20210723 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: 211109735 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 false 0001793691 XXXXXXXX 06-30-2021 06-30-2021 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 07-23-2021 0 131 243321 true INFORMATION TABLE 2 RZHAdvisors_13f.xml ISHARES TR CORE S&P SCP ETF 464287804 715 6326 SH SOLE 0 0 0 6326 ISHARES TR RUS 1000 VAL ETF 464287598 2759 17395 SH SOLE 0 0 0 17395 ISHARES TR RUS 1000 GRW ETF 464287614 5076 18696 SH SOLE 0 0 0 18696 ISHARES TR RUSSELL 2000 ETF 464287655 1451 6324 SH SOLE 0 0 0 6324 ISHARES TR RUS 2000 VAL ETF 464287630 798 4815 SH SOLE 0 0 0 4815 SPDR S&P 500 ETF TR TR UNIT 78462F103 4709 11001 SH SOLE 0 0 0 11001 AMAZON COM INC COM 023135106 2226 647 SH SOLE 0 0 0 647 BRISTOL-MYERS SQUIBB CO COM 110122108 254 3794 SH SOLE 0 0 0 3794 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 991 3564 SH SOLE 0 0 0 3564 EMERSON ELEC CO COM 291011104 313 3251 SH SOLE 0 0 0 3251 HERSHEY CO COM 427866108 212 1217 SH SOLE 0 0 0 1217 INVESCO QQQ TR UNIT SER 1 46090E103 1231 3473 SH SOLE 0 0 0 3473 ABBOTT LABS COM 002824100 261 2251 SH SOLE 0 0 0 2251 INTEL CORP COM 458140100 251 4473 SH SOLE 0 0 0 4473 ILLINOIS TOOL WKS INC COM 452308109 248 1110 SH SOLE 0 0 0 1110 ISHARES TR RUS 2000 GRW ETF 464287648 2727 8749 SH SOLE 0 0 0 8749 ORACLE CORP COM 68389X105 438 5627 SH SOLE 0 0 0 5627 DISNEY WALT CO COM 254687106 687 3909 SH SOLE 0 0 0 3909 HONEYWELL INTL INC COM 438516106 1225 5586 SH SOLE 0 0 0 5586 JOHNSON & JOHNSON COM 478160104 1322 8024 SH SOLE 0 0 0 8024 PFIZER INC COM 717081103 290 7418 SH SOLE 0 0 0 7418 ISHARES TR MSCI EAFE ETF 464287465 561 7110 SH SOLE 0 0 0 7110 CHEVRON CORP NEW COM 166764100 285 2722 SH SOLE 0 0 0 2722 MICROSOFT CORP COM 594918104 3971 14657 SH SOLE 0 0 0 14657 AT&T INC COM 00206R102 285 9917 SH SOLE 0 0 0 9917 CISCO SYS INC COM 17275R102 264 4990 SH SOLE 0 0 0 4990 INTERNATIONAL BUSINESS MACHS COM 459200101 210 1434 SH SOLE 0 0 0 1434 COCA COLA CO COM 191216100 438 8100 SH SOLE 0 0 0 8100 PEPSICO INC COM 713448108 1636 11039 SH SOLE 0 0 0 11039 PPG INDS INC COM 693506107 807 4751 SH SOLE 0 0 0 4751 STRYKER CORPORATION COM 863667101 242 930 SH SOLE 0 0 0 930 VERIZON COMMUNICATIONS INC COM 92343V104 337 6009 SH SOLE 0 0 0 6009 SPDR SER TR PRTFLO S&P500 GW 78464A409 6460 102587 SH SOLE 0 0 0 102587 ISHARES TR RUS MID CAP ETF 464287499 363 4580 SH SOLE 0 0 0 4580 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 334 2261 SH SOLE 0 0 0 2261 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1031 6663 SH SOLE 0 0 0 6663 SCHWAB CHARLES CORP COM 808513105 257 3535 SH SOLE 0 0 0 3535 DEERE & CO COM 244199105 261 741 SH SOLE 0 0 0 741 BK OF AMERICA CORP COM 060505104 407 9869 SH SOLE 0 0 0 9869 AUTOMATIC DATA PROCESSING IN COM 053015103 459 2312 SH SOLE 0 0 0 2312 EXXON MOBIL CORP COM 30231G102 309 4905 SH SOLE 0 0 0 4905 WALMART INC COM 931142103 220 1563 SH SOLE 0 0 0 1563 APPLIED MATLS INC COM 038222105 537 3772 SH SOLE 0 0 0 3772 UNION PAC CORP COM 907818108 726 3303 SH SOLE 0 0 0 3303 COSTCO WHSL CORP NEW COM 22160K105 531 1342 SH SOLE 0 0 0 1342 DANAHER CORPORATION COM 235851102 231 859 SH SOLE 0 0 0 859 MCKESSON CORP COM 58155Q103 293 1534 SH SOLE 0 0 0 1534 MERCK & CO INC COM 58933Y105 239 3073 SH SOLE 0 0 0 3073 MORGAN STANLEY COM NEW 617446448 920 10036 SH SOLE 0 0 0 10036 PROCTER AND GAMBLE CO COM 742718109 632 4683 SH SOLE 0 0 0 4683 HOME DEPOT INC COM 437076102 778 2441 SH SOLE 0 0 0 2441 MCDONALDS CORP COM 580135101 360 1559 SH SOLE 0 0 0 1559 JPMORGAN CHASE & CO COM 46625H100 1200 7714 SH SOLE 0 0 0 7714 UNITEDHEALTH GROUP INC COM 91324P102 279 696 SH SOLE 0 0 0 696 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 453 1536 SH SOLE 0 0 0 1536 MARSH & MCLENNAN COS INC COM 571748102 2210 15711 SH SOLE 0 0 0 15711 3M CO COM 88579Y101 430 2167 SH SOLE 0 0 0 2167 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4476 20086 SH SOLE 0 0 0 20086 NORFOLK SOUTHN CORP COM 655844108 487 1836 SH SOLE 0 0 0 1836 NEXTERA ENERGY INC COM 65339F101 213 2911 SH SOLE 0 0 0 2911 CSX CORP COM 126408103 473 14733 SH SOLE 0 0 0 14733 APPLE INC COM 037833100 6036 44070 SH SOLE 0 0 0 44070 AMERICAN WTR WKS CO INC NEW COM 030420103 490 3182 SH SOLE 0 0 0 3182 ISHARES TR MSCI EMG MKT ETF 464287234 1713 31063 SH SOLE 0 0 0 31063 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 262 1390 SH SOLE 0 0 0 1390 CHUBB LIMITED COM H1467J104 681 4283 SH SOLE 0 0 0 4283 AON PLC SHS CL A G0403H108 379 1588 SH SOLE 0 0 0 1588 S&P GLOBAL INC COM 78409V104 333 812 SH SOLE 0 0 0 812 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5334 98216 SH SOLE 0 0 0 98216 PAYCHEX INC COM 704326107 428 3986 SH SOLE 0 0 0 3986 NORTHROP GRUMMAN CORP COM 666807102 205 565 SH SOLE 0 0 0 565 BOSTON SCIENTIFIC CORP COM 101137107 940 21981 SH SOLE 0 0 0 21981 CLOROX CO DEL COM 189054109 205 1142 SH SOLE 0 0 0 1142 STANLEY BLACK & DECKER INC COM 854502101 375 1830 SH SOLE 0 0 0 1830 LIGHTPATH TECHNOLOGIES INC COM CL A 532257805 2838 1117405 SH SOLE 0 0 0 1117405 CHURCH & DWIGHT INC COM 171340102 446 5232 SH SOLE 0 0 0 5232 YUM BRANDS INC COM 988498101 618 5374 SH SOLE 0 0 0 5374 ALPHABET INC CAP STK CL A 02079K305 916 375 SH SOLE 0 0 0 375 SPDR GOLD TR GOLD SHS 78463V107 1931 11658 SH SOLE 0 0 0 11658 VANGUARD INDEX FDS VALUE ETF 922908744 21474 156221 SH SOLE 0 0 0 156221 VANGUARD INDEX FDS SM CP VAL ETF 922908611 6343 36528 SH SOLE 0 0 0 36528 VANGUARD INDEX FDS GROWTH ETF 922908736 37647 131261 SH SOLE 0 0 0 131261 VANGUARD INDEX FDS SML CP GRW ETF 922908595 7345 25347 SH SOLE 0 0 0 25347 ISHARES GOLD TR ISHARES NEW 464285204 1040 30851 SH SOLE 0 0 0 30851 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 436 8150 SH SOLE 0 0 0 8150 VANGUARD WORLD FDS INF TECH ETF 92204A702 542 1359 SH SOLE 0 0 0 1359 MASTERCARD INCORPORATED CL A 57636Q104 685 1875 SH SOLE 0 0 0 1875 WISDOMTREE TR US HIGH DIVIDEND 97717W208 482 6160 SH SOLE 0 0 0 6160 ISHARES TR MSCI USA ESG SLC 464288802 1135 11877 SH SOLE 0 0 0 11877 AMARIN CORP PLC SPONS ADR NEW 023111206 50 11318 SH SOLE 0 0 0 11318 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 743 3142 SH SOLE 0 0 0 3142 SPDR SER TR S&P REGL BKG 78464A698 278 4243 SH SOLE 0 0 0 4243 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 696 10987 SH SOLE 0 0 0 10987 DISCOVER FINL SVCS COM 254709108 277 2338 SH SOLE 0 0 0 2338 EAGLE BULK SHIPPING INC COM Y2187A150 5101 107802 SH SOLE 0 0 0 107802 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 244 2331 SH SOLE 0 0 0 2331 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 5535 107432 SH SOLE 0 0 0 107432 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 444 5312 SH SOLE 0 0 0 5312 VISA INC COM CL A 92826C839 651 2786 SH SOLE 0 0 0 2786 SEACOAST BKG CORP FLA COM NEW 811707801 933 27319 SH SOLE 0 0 0 27319 INFORMATION SVCS GROUP INC COM 45675Y104 439 75000 SH SOLE 0 0 0 75000 TESLA INC COM 88160R101 309 454 SH SOLE 0 0 0 454 VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 921932794 407 1780 SH SOLE 0 0 0 1780 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 1696 9299 SH SOLE 0 0 0 9299 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1000 2540 SH SOLE 0 0 0 2540 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 6161 23479 SH SOLE 0 0 0 23479 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 6289 44084 SH SOLE 0 0 0 44084 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 834 3675 SH SOLE 0 0 0 3675 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 290 3834 SH SOLE 0 0 0 3834 FACEBOOK INC CL A 30303M102 392 1126 SH SOLE 0 0 0 1126 ISHARES INC CORE MSCI EMKT 46434G103 774 11559 SH SOLE 0 0 0 11559 ISHARES TR CORE MSCI EAFE 46432F842 2534 33845 SH SOLE 0 0 0 33845 ABBVIE INC COM 00287Y109 568 5043 SH SOLE 0 0 0 5043 ALPHABET INC CAP STK CL C 02079K107 885 353 SH SOLE 0 0 0 353 ARK ETF TR NEXT GNRTN INTER 00214Q401 4025 26121 SH SOLE 0 0 0 26121 ARK ETF TR INNOVATION ETF 00214Q104 27658 211485 SH SOLE 0 0 0 211485 ARK ETF TR GENOMIC REV ETF 00214Q302 1518 16412 SH SOLE 0 0 0 16412 ISHARES TR MSCI LW CRB TG 46434V464 219 1318 SH SOLE 0 0 0 1318 PAYPAL HLDGS INC COM 70450Y103 270 927 SH SOLE 0 0 0 927 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 435 7858 SH SOLE 0 0 0 7858 ISHARES INC ESG AWR MSCI EM 46434G863 853 18898 SH SOLE 0 0 0 18898 ISHARES TR ESG AW MSCI EAFE 46435G516 373 4725 SH SOLE 0 0 0 4725 YUM CHINA HLDGS INC COM 98850P109 356 5370 SH SOLE 0 0 0 5370 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 1686 37348 SH SOLE 0 0 0 37348 ISHARES TR CORE MSCI INTL 46435G326 1043 15459 SH SOLE 0 0 0 15459 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 376 5835 SH SOLE 0 0 0 5835 WISDOMTREE TR INTL ESG FUND 97717Y709 204 6604 SH SOLE 0 0 0 6604 LIVEXLIVE MEDIA INC COM NEW 53839L208 746 158137 SH SOLE 0 0 0 158137 ISHARES TR ESG AWARE MSCI 46435U663 685 16970 SH SOLE 0 0 0 16970 SONOS INC COM 83570H108 266 7550 SH SOLE 0 0 0 7550 FASTLY INC CL A 31188V100 1030 17280 SH SOLE 0 0 0 17280