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Relyea Zuckerberg Hanson LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
VANGUARD INDEX FUNDS VTVCommon395,05268,80356,136,900,00056,093,874,00012.61  Hist 06/30/2023
Vanguard Growth ETF VUGETF185,78239,43052,568,817,00052,536,197,00011.81  Hist 06/30/2023
iSHARES TRUST IWDETF214,149129,20533,799,065,00033,786,751,0007.59  Hist 06/30/2023
iSHARES TRUST IWFCommon106,89446,95629,415,200,00029,402,092,0006.61  Hist 06/30/2023
VANGUARD TAX-MANAGED FUNDS VEAFD342,281172,67115,806,515,00015,799,595,0003.55  Hist 06/30/2023
Apple Inc. AAPLCommon69,13710,11813,410,497,00013,402,428,0003.01  Hist 06/30/2023
MICROSOFT CORP MSFTCommon28,78311,3029,801,662,0009,797,172,0002.200.00 Hist 06/30/2023
Vanguard Small-Cap Value ETF VBRcommon56,90725,4169,412,363,0009,407,645,0002.11  Hist 06/30/2023
VANGUARD ADMIRAL FUNDS VOOVCommon59,5917,4829,278,286,0009,271,363,0002.08  Hist 06/30/2023
SPDR S&P 500 ETF TRUST SPYCommon20,6905,1139,171,592,0009,165,716,0002.06  Hist 06/30/2023
Vanguard Small-Cap Growth ETF VBKcommon38,49012,1748,842,760,0008,837,575,0001.99  Hist 06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VWOCommon211,768100,9848,614,713,0008,610,099,0001.93  Hist 06/30/2023
VANGUARD ADMIRAL FUNDS VOOGCommon30,5937,0257,773,413,0007,768,284,0001.75  Hist 06/30/2023
Endo Pharmaceuticals Solutions Inc. IDEVCommon119,22688,1627,287,087,0007,285,418,0001.64  Hist 06/30/2023
VANGUARD INDEX FUNDS VTICommon28,0406,9446,176,548,0006,172,569,0001.39  Hist 06/30/2023
iShares, Inc. IEMGCommon95,86159,6144,725,001,0004,723,223,0001.06  Hist 06/30/2023
Fastly, Inc. FSLYCommon279,847257,6894,413,187,0004,412,930,0000.99  Hist 06/30/2023
iSHARES TRUST IEFACommon55,34711,6623,735,905,0003,733,334,0000.84  Hist 06/30/2023
iSHARES TRUST ESGUCommon38,28419,7713,731,117,0003,729,564,0000.84  Hist 06/30/2023
VANGUARD INDEX FDS SANDP 500 ETF VOOSTOCK8,8203263,592,064,0003,589,117,0000.81  Hist 06/30/2023
iSHARES TRUST SUSACommon35,0274,5003,279,967,0003,277,504,0000.74  Hist 06/30/2023
AMAZON COM INC AMZNCommon22,4066,4512,920,846,0002,919,151,0000.66  Hist 06/30/2023
UNITEDHEALTH GROUP INC UNHCommon5,9944,7942,881,095,0002,880,479,0000.650.00 Hist 06/30/2023
JOHNSON & JOHNSON JNJCommon15,9485,0622,639,652,0002,637,720,0000.59  Hist 06/30/2023
Alphabet Inc. GOOGLCOM21,72821,1552,600,842,0002,599,593,0000.58  Hist 06/30/2023
iSHARES TRUST ESGDCommon34,59824,5782,523,240,0002,522,611,0000.57  Hist 06/30/2023
PEPSICO INC PEPCommon13,1781,2252,440,856,0002,438,864,0000.55  Hist 06/30/2023
BERKSHIRE HATHAWAY INC BRK/BCommon7,0582,5912,406,778,0002,405,558,0000.54  Hist 06/30/2023
JPMORGAN CHASE & CO JPMCommon15,8417,0012,303,933,0002,302,938,0000.52  Hist 06/30/2023
SPDR GOLD TRUST GLDGOLD SHS12,6661,1292,257,968,0002,256,024,0000.51  Hist 06/30/2023
NVIDIA CORP NVDACommon4,8692,1932,059,882,0002,059,476,0000.460.00 Hist 06/30/2023
INVESCO QQQ TRUST, SERIES 1 QQQETF5,2102,5201,924,623,0001,923,869,0000.43  Hist 06/30/2023
EXXON MOBIL CORP XOMCommon17,72910,4851,901,410,0001,900,790,0000.430.00 Hist 06/30/2023
MARSH & MCLENNAN COMPANIES, INC. MMCCommon8,4392731,587,292,0001,586,024,0000.36  Hist 06/30/2023
VANGUARD WORLD FUND ESGVCommon19,47412,8241,525,789,0001,525,347,0000.34  Hist 06/30/2023
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