Director of Operations

0001793691-21-000005.txt : 20211022 0001793691-21-000005.hdr.sgml : 20211022 20211022135602 ACCESSION NUMBER: 0001793691-21-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211022 DATE AS OF CHANGE: 20211022 EFFECTIVENESS DATE: 20211022 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: 211340051 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 09-30-2021 09-30-2021 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 10-22-2021 0 143 257429 false INFORMATION TABLE 2 RZHAdvisors_13f.xml ISHARES TR CORE S&P SCP ETF 464287804 697 6385 SH SOLE 0 0 0 6385 ISHARES TR RUS 1000 VAL ETF 464287598 2748 17555 SH SOLE 0 0 0 17555 ISHARES TR RUS 1000 GRW ETF 464287614 5178 18894 SH SOLE 0 0 0 18894 ISHARES TR RUSSELL 2000 ETF 464287655 1384 6325 SH SOLE 0 0 0 6325 ISHARES TR RUS 2000 VAL ETF 464287630 693 4325 SH SOLE 0 0 0 4325 SPDR S&P 500 ETF TR TR UNIT 78462F103 5347 12459 SH SOLE 0 0 0 12459 AMAZON COM INC COM 023135106 2424 738 SH SOLE 0 0 0 738 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1080 3956 SH SOLE 0 0 0 3956 EMERSON ELEC CO COM 291011104 311 3302 SH SOLE 0 0 0 3302 HERSHEY CO COM 427866108 211 1248 SH SOLE 0 0 0 1248 INVESCO QQQ TR UNIT SER 1 46090E103 1262 3525 SH SOLE 0 0 0 3525 ABBOTT LABS COM 002824100 322 2729 SH SOLE 0 0 0 2729 ADVANCED MICRO DEVICES INC COM 007903107 243 2362 SH SOLE 0 0 0 2362 INTEL CORP COM 458140100 329 6172 SH SOLE 0 0 0 6172 ILLINOIS TOOL WKS INC COM 452308109 237 1147 SH SOLE 0 0 0 1147 ISHARES TR RUS 2000 GRW ETF 464287648 2192 7466 SH SOLE 0 0 0 7466 DISNEY WALT CO COM 254687106 722 4270 SH SOLE 0 0 0 4270 HONEYWELL INTL INC COM 438516106 1228 5783 SH SOLE 0 0 0 5783 SYSCO CORP COM 871829107 211 2689 SH SOLE 0 0 0 2689 JOHNSON & JOHNSON COM 478160104 1344 8325 SH SOLE 0 0 0 8325 PFIZER INC COM 717081103 380 8846 SH SOLE 0 0 0 8846 ISHARES TR MSCI EAFE ETF 464287465 555 7110 SH SOLE 0 0 0 7110 CHEVRON CORP NEW COM 166764100 292 2881 SH SOLE 0 0 0 2881 MICROSOFT CORP COM 594918104 3719 13191 SH SOLE 0 0 0 13191 AT&T INC COM 00206R102 291 10770 SH SOLE 0 0 0 10770 CISCO SYS INC COM 17275R102 321 5889 SH SOLE 0 0 0 5889 INTERNATIONAL BUSINESS MACHS COM 459200101 212 1523 SH SOLE 0 0 0 1523 COCA COLA CO COM 191216100 463 8816 SH SOLE 0 0 0 8816 PEPSICO INC COM 713448108 1710 11366 SH SOLE 0 0 0 11366 PPG INDS INC COM 693506107 682 4769 SH SOLE 0 0 0 4769 STRYKER CORPORATION COM 863667101 350 1329 SH SOLE 0 0 0 1329 VERIZON COMMUNICATIONS INC COM 92343V104 365 6752 SH SOLE 0 0 0 6752 SPDR SER TR PRTFLO S&P500 GW 78464A409 6538 102127 SH SOLE 0 0 0 102127 ISHARES TR RUS MID CAP ETF 464287499 358 4580 SH SOLE 0 0 0 4580 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 457 12180 SH SOLE 0 0 0 12180 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 851 8700 SH SOLE 0 0 0 8700 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1738 11638 SH SOLE 0 0 0 11638 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 327 4743 SH SOLE 0 0 0 4743 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 368 2888 SH SOLE 0 0 0 2888 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 912 5082 SH SOLE 0 0 0 5082 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1024 6668 SH SOLE 0 0 0 6668 SCHWAB CHARLES CORP COM 808513105 306 4203 SH SOLE 0 0 0 4203 DEERE & CO COM 244199105 255 762 SH SOLE 0 0 0 762 BK OF AMERICA CORP COM 060505104 515 12123 SH SOLE 0 0 0 12123 AUTOMATIC DATA PROCESSING IN COM 053015103 474 2372 SH SOLE 0 0 0 2372 EXXON MOBIL CORP COM 30231G102 318 5408 SH SOLE 0 0 0 5408 WALMART INC COM 931142103 263 1887 SH SOLE 0 0 0 1887 APPLIED MATLS INC COM 038222105 508 3945 SH SOLE 0 0 0 3945 UNION PAC CORP COM 907818108 670 3417 SH SOLE 0 0 0 3417 TEXAS INSTRS INC COM 882508104 218 1132 SH SOLE 0 0 0 1132 COSTCO WHSL CORP NEW COM 22160K105 625 1391 SH SOLE 0 0 0 1391 DANAHER CORPORATION COM 235851102 322 1059 SH SOLE 0 0 0 1059 MCKESSON CORP COM 58155Q103 312 1563 SH SOLE 0 0 0 1563 MERCK & CO INC COM 58933Y105 262 3487 SH SOLE 0 0 0 3487 MORGAN STANLEY COM NEW 617446448 1087 11166 SH SOLE 0 0 0 11166 PROCTER AND GAMBLE CO COM 742718109 728 5210 SH SOLE 0 0 0 5210 HOME DEPOT INC COM 437076102 872 2655 SH SOLE 0 0 0 2655 MCDONALDS CORP COM 580135101 394 1636 SH SOLE 0 0 0 1636 NIKE INC CL B 654106103 244 1682 SH SOLE 0 0 0 1682 JPMORGAN CHASE & CO COM 46625H100 1348 8234 SH SOLE 0 0 0 8234 UNITEDHEALTH GROUP INC COM 91324P102 368 942 SH SOLE 0 0 0 942 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 526 1643 SH SOLE 0 0 0 1643 MARSH & MCLENNAN COS INC COM 571748102 1871 12357 SH SOLE 0 0 0 12357 3M CO COM 88579Y101 398 2267 SH SOLE 0 0 0 2267 COMCAST CORP NEW CL A 20030N101 213 3809 SH SOLE 0 0 0 3809 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4470 20130 SH SOLE 0 0 0 20130 NORFOLK SOUTHN CORP COM 655844108 446 1865 SH SOLE 0 0 0 1865 NEXTERA ENERGY INC COM 65339F101 253 3226 SH SOLE 0 0 0 3226 CSX CORP COM 126408103 436 14658 SH SOLE 0 0 0 14658 APPLE INC COM 037833100 6671 47142 SH SOLE 0 0 0 47142 AMERICAN WTR WKS CO INC NEW COM 030420103 557 3295 SH SOLE 0 0 0 3295 ISHARES TR MSCI EMG MKT ETF 464287234 1545 30663 SH SOLE 0 0 0 30663 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 253 1390 SH SOLE 0 0 0 1390 CHUBB LIMITED COM H1467J104 772 4449 SH SOLE 0 0 0 4449 AON PLC SHS CL A G0403H108 429 1500 SH SOLE 0 0 0 1500 S&P GLOBAL INC COM 78409V104 376 884 SH SOLE 0 0 0 884 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5428 108528 SH SOLE 0 0 0 108528 PAYCHEX INC COM 704326107 459 4084 SH SOLE 0 0 0 4084 NORTHROP GRUMMAN CORP COM 666807102 217 602 SH SOLE 0 0 0 602 BOSTON SCIENTIFIC CORP COM 101137107 920 21198 SH SOLE 0 0 0 21198 CLOROX CO DEL COM 189054109 204 1232 SH SOLE 0 0 0 1232 NVIDIA CORPORATION COM 67066G104 313 1510 SH SOLE 0 0 0 1510 LIGHTPATH TECHNOLOGIES INC COM CL A 532257805 2380 1117405 SH SOLE 0 0 0 1117405 CHURCH & DWIGHT INC COM 171340102 437 5296 SH SOLE 0 0 0 5296 YUM BRANDS INC COM 988498101 664 5429 SH SOLE 0 0 0 5429 ALPHABET INC CAP STK CL A 02079K305 1115 417 SH SOLE 0 0 0 417 SPDR GOLD TR GOLD SHS 78463V107 2118 12898 SH SOLE 0 0 0 12898 VANGUARD INDEX FDS VALUE ETF 922908744 23392 172804 SH SOLE 0 0 0 172804 VANGUARD INDEX FDS SM CP VAL ETF 922908611 8143 48109 SH SOLE 0 0 0 48109 VANGUARD INDEX FDS GROWTH ETF 922908736 39317 135497 SH SOLE 0 0 0 135497 VANGUARD INDEX FDS SML CP GRW ETF 922908595 8431 30092 SH SOLE 0 0 0 30092 ISHARES GOLD TR ISHARES NEW 464285204 1031 30851 SH SOLE 0 0 0 30851 THERMO FISHER SCIENTIFIC INC COM 883556102 209 365 SH SOLE 0 0 0 365 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 495 9055 SH SOLE 0 0 0 9055 VANGUARD WORLD FDS INF TECH ETF 92204A702 921 2294 SH SOLE 0 0 0 2294 MASTERCARD INCORPORATED CL A 57636Q104 700 2013 SH SOLE 0 0 0 2013 ISHARES TR US AER DEF ETF 464288760 398 3815 SH SOLE 0 0 0 3815 ISHARES TR U.S. MED DVC ETF 464288810 941 14994 SH SOLE 0 0 0 14994 WISDOMTREE TR US HIGH DIVIDEND 97717W208 474 6160 SH SOLE 0 0 0 6160 ISHARES TR MSCI USA ESG SLC 464288802 1183 12328 SH SOLE 0 0 0 12328 AMARIN CORP PLC SPONS ADR NEW 023111206 58 11318 SH SOLE 0 0 0 11318 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 742 3142 SH SOLE 0 0 0 3142 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 718 11779 SH SOLE 0 0 0 11779 DISCOVER FINL SVCS COM 254709108 357 2907 SH SOLE 0 0 0 2907 EAGLE BULK SHIPPING INC COM Y2187A150 5614 111348 SH SOLE 0 0 0 111348 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 241 2332 SH SOLE 0 0 0 2332 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 6271 124210 SH SOLE 0 0 0 124210 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 502 5902 SH SOLE 0 0 0 5902 VISA INC COM CL A 92826C839 728 3266 SH SOLE 0 0 0 3266 SEACOAST BKG CORP FLA COM NEW 811707801 924 27319 SH SOLE 0 0 0 27319 INFORMATION SVCS GROUP INC COM 45675Y104 539 75000 SH SOLE 0 0 0 75000 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 204 1375 SH SOLE 0 0 0 1375 TESLA INC COM 88160R101 466 601 SH SOLE 0 0 0 601 VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 921932794 426 1895 SH SOLE 0 0 0 1895 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 1633 9385 SH SOLE 0 0 0 9385 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1003 2543 SH SOLE 0 0 0 2543 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 6261 23479 SH SOLE 0 0 0 23479 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 6249 44434 SH SOLE 0 0 0 44434 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 1633 7630 SH SOLE 0 0 0 7630 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 285 3834 SH SOLE 0 0 0 3834 FACEBOOK INC CL A 30303M102 564 1661 SH SOLE 0 0 0 1661 ISHARES INC CORE MSCI EMKT 46434G103 730 11821 SH SOLE 0 0 0 11821 ISHARES TR CORE MSCI EAFE 46432F842 2532 34101 SH SOLE 0 0 0 34101 ABBVIE INC COM 00287Y109 560 5187 SH SOLE 0 0 0 5187 ALPHABET INC CAP STK CL C 02079K107 1111 417 SH SOLE 0 0 0 417 ARK ETF TR NEXT GNRTN INTER 00214Q401 3666 26399 SH SOLE 0 0 0 26399 ARK ETF TR INNOVATION ETF 00214Q104 24331 220128 SH SOLE 0 0 0 220128 ARK ETF TR GENOMIC REV ETF 00214Q302 771 10314 SH SOLE 0 0 0 10314 PAYPAL HLDGS INC COM 70450Y103 296 1137 SH SOLE 0 0 0 1137 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 373 6807 SH SOLE 0 0 0 6807 ISHARES INC ESG AWR MSCI EM 46434G863 790 19063 SH SOLE 0 0 0 19063 ISHARES TR ESG AW MSCI EAFE 46435G516 370 4725 SH SOLE 0 0 0 4725 YUM CHINA HLDGS INC COM 98850P109 310 5341 SH SOLE 0 0 0 5341 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 1624 37348 SH SOLE 0 0 0 37348 ISHARES TR CORE MSCI INTL 46435G326 1038 15532 SH SOLE 0 0 0 15532 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 382 5835 SH SOLE 0 0 0 5835 WISDOMTREE TR INTL ESG FUND 97717Y709 202 6625 SH SOLE 0 0 0 6625 LIVEXLIVE MEDIA INC COM NEW 53839L208 473 158137 SH SOLE 0 0 0 158137 ISHARES TR ESG AWARE MSCI 46435U663 669 17146 SH SOLE 0 0 0 17146 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 889 11099 SH SOLE 0 0 0 11099 FASTLY INC CL A 31188V100 699 17280 SH SOLE 0 0 0 17280 ISHARES TR GENOMICS IMMUN 46435U192 345 6800 SH SOLE 0 0 0 6800 BLACKROCK HEALTH SCIENCS TR COM SHS 09260E105 579 21456 SH SOLE 0 0 0 21456