Relyea Zuckerberg Hanson LLC ETFs

Relyea Zuckerberg Hanson LLC

$741 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
AIQ Global X Funds Global X Artifi	$0	$828,000 0.11% of portfolio	21,429	Q4 2024 Added 1.17%
IJH Ishares Core S&P Mid Cap ETF	$0	$756,000 0.1% of portfolio	12,139	Q4 2024 Added 0.42%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$744,000 0.1% of portfolio	13,112	Q4 2024 Reduced 3.72%
SCHM Schwab Strategic U.S. Mid Cap	$0	$675,000 0.09% of portfolio	24,361	Q4 2024 Added 201.24%
EFA Ishares Tr Msci Eafe ETF	$0	$646,000 0.09% of portfolio	8,549	Q4 2024 Added 0.15%
FIW First Trust Water ETF	$0	$602,000 0.08% of portfolio	5,902	Q4 2021 New
RSP Invesco S&P 500 Equal Weight E	$0	$601,000 0.08% of portfolio	3,431	Q2 2024 Reduced 14.76%
PHO Invesco Exchange Traded Fd Tr	$0	$595,000 0.08% of portfolio	9,055	Q4 2021 New
GLDM World Gold Trust	$8.32B	$581,000 0.08% of portfolio	11,180	Q4 2024 New
VV Vanguard Large Cap ETF	$0	$553,000 0.07% of portfolio	2,053	Q4 2024 Added 0.05%
IJR Ishares Core S&P Sm Cap ETF	$0	$541,000 0.07% of portfolio	4,700	Q4 2024 Reduced 1.63%
DHS Wisdomtree Tr U.S	$0	$491,000 0.07% of portfolio	5,262	Q2 2022 Reduced 4.57%
NYF Ishares New York Muni Bond ETF	$0	$470,000 0.06% of portfolio	8,850	Q4 2024 Added 41.67%
OEF Ishares S&P 100 ETF	$0	$458,000 0.06% of portfolio	1,723	Q4 2024 Added 0.12%
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$443,000 0.06% of portfolio	6,439	Q4 2024 Added 0.34%
IVW Ishares S&P 500 Growth ETF	$0	$443,000 0.06% of portfolio	4,372	Q3 2023 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$441,000 0.06% of portfolio	8,546	Q4 2024 Added 1.04%
VB Vanguard Small Cap ETF	$0	$439,000 0.06% of portfolio	1,829	Q4 2024 Added 0.99%
IJJ Ishares S&P Midcap 400 Value E	$0	$437,000 0.06% of portfolio	3,502	Q4 2024 Added 0.55%
NUDM Nuveen Esg International Devel	$0	$394,000 0.05% of portfolio	13,138	Q4 2024 New
MUB Ishares National Muni Bond ETF	$0	$378,000 0.05% of portfolio	3,552	Q1 2024 Reduced 20.71%
CRBN Ishares Tr Msci Acwi Low Carbo	$0	$373,000 0.05% of portfolio	1,931	Q4 2024 Added 74.28%
SCHD Schwab Strategic Tr Us Dividen	$0	$332,000 0.04% of portfolio	12,180	Q4 2024 Added 200.0%
SUB Ishares Short Term National Mu	$0	$332,000 0.04% of portfolio	3,149	Q4 2024 Added 47.98%
VWO Vanguard Ftse Emerging Mkts Et	$0	$330,000 0.04% of portfolio	7,494	Q4 2024 Reduced 29.14%
PPA Invesco Exchange Traded Fd Tr	$0	$325,000 0.04% of portfolio	2,836	Q4 2024 Reduced 34.29%
IJK Ishares S&P Midcap 400 Growth	$0	$311,000 0.04% of portfolio	3,421	Q4 2024 Added 0.23%
VIOG Vanguard S&P Small Cap 600 Gro	$0	$304,000 0.04% of portfolio	2,616	Q4 2024 Added 2.55%
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$298,000 0.04% of portfolio	3,270	Q4 2024 New
IWR Ishares Russell Mid Cap ETF	$0	$296,000 0.04% of portfolio	3,358	Q4 2024 Added 0.03%
QUAL Ishares Msci Usa Quality Facto	$0	$286,000 0.04% of portfolio	1,611	Q4 2023 New
NULV Nuveen Esg Large Cap Value ETF	$0	$276,000 0.04% of portfolio	7,012	Q4 2023 Reduced 9.95%
XLV Select Sector Spdr Fund Health	$0	$272,000 0.04% of portfolio	1,979	Q1 2024 Reduced 8.76%
VXUS Vanguard Star Fd Vanguard Tota	$0	$264,000 0.04% of portfolio	4,495	Q4 2024 Added 19.58%
ITOT Ishares Core S&P Total U.S. St	$0	$238,000 0.03% of portfolio	1,853	Q4 2024 Added 0.16%
ICF Ishares Tr	$0	$228,000 0.03% of portfolio	3,800	Q4 2023 New
DVY Ishares Tr	$0	$224,000 0.03% of portfolio	1,711	Q4 2024 Added 0.06%

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