Relyea Zuckerberg Hanson LLC ETFs

Relyea Zuckerberg Hanson LLC

$847 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
AIQ Global X Funds Global X Artifi	$0	$986,000 0.12% of portfolio	22,578	Q2 2025 Added 1.15%
SCHG Schwab Strategic Tr Us Large C	$0	$967,000 0.11% of portfolio	33,116	Q2 2025 Added 0.06%
PULS Pgim ETF Tr	$0	$912,000 0.11% of portfolio	18,340	Q2 2025 Added 0.69%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$792,000 0.09% of portfolio	11,270	Q2 2025 Reduced 1.68%
EFA Ishares Tr Msci Eafe ETF	$0	$792,000 0.09% of portfolio	8,864	Q2 2025 Added 0.17%
IWR Ishares Russell Mid Cap ETF	$0	$730,000 0.09% of portfolio	7,946	Q2 2025 Added 136.56%
VIOV Vanguard S&P Small Cap 600 Val	$0	$686,000 0.08% of portfolio	8,017	Q2 2025 Reduced 25.29%
VV Vanguard Large Cap ETF	$0	$586,000 0.07% of portfolio	2,054	Q1 2025 Added 0.05%
USMV Ishares Msci Usa Min Vol Facto	$0	$565,000 0.07% of portfolio	6,029	Q2 2025 New
IJH Ishares Core S&P Mid Cap ETF	$0	$524,000 0.06% of portfolio	8,465	Q2 2025 Reduced 30.46%
SUSL Ishares Tr Esg Msci Usa Leader	$0	$511,000 0.06% of portfolio	4,719	Q2 2025 New
DHS Wisdomtree Tr U.S	$0	$505,000 0.06% of portfolio	5,262	Q2 2022 Reduced 4.57%
SCHM Schwab Strategic U.S. Mid Cap	$0	$505,000 0.06% of portfolio	18,009	Q2 2025 Reduced 26.29%
IJR Ishares Core S&P Sm Cap ETF	$0	$489,000 0.06% of portfolio	4,482	Q2 2025 Reduced 0.62%
IVW Ishares S&P 500 Growth ETF	$0	$481,000 0.06% of portfolio	4,372	Q3 2023 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$470,000 0.06% of portfolio	6,479	Q2 2025 Added 0.29%
OEF Ishares S&P 100 ETF	$0	$459,000 0.05% of portfolio	1,726	Q2 2025 Added 0.12%
NUSC Nuveen Esg Small Cap ETF	$0	$440,000 0.05% of portfolio	10,820	Q2 2025 Reduced 45.58%
IGSB Ishares Trust Ishares 1 5 Year	$0	$426,000 0.05% of portfolio	8,084	Q2 2025 Reduced 5.91%
VB Vanguard Small Cap ETF	$0	$417,000 0.05% of portfolio	1,760	Q2 2025 Reduced 1.46%
CRBN Ishares Tr Msci Acwi Low Carbo	$0	$410,000 0.05% of portfolio	1,938	Q2 2025 Added 0.36%
SUB Ishares Short Term National Mu	$0	$391,000 0.05% of portfolio	3,683	Q2 2025 Added 44.09%
MUB Ishares National Muni Bond ETF	$0	$371,000 0.04% of portfolio	3,552	Q1 2024 Reduced 20.71%
NUDM Nuveen Esg International Devel	$0	$343,000 0.04% of portfolio	9,665	Q2 2025 Reduced 26.43%
FIW First Trust Water ETF	$0	$331,000 0.04% of portfolio	3,070	Q2 2025 Reduced 37.78%
PHO Invesco Exchange Traded Fd Tr	$0	$326,000 0.04% of portfolio	4,680	Q2 2025 Reduced 38.1%
VXUS Vanguard Star Fd Vanguard Tota	$0	$317,000 0.04% of portfolio	4,594	Q2 2025 Added 0.07%
QUAL Ishares Msci Usa Quality Facto	$0	$315,000 0.04% of portfolio	1,727	Q2 2025 Added 7.2%
VIOG Vanguard S&P Small Cap 600 Gro	$0	$284,000 0.03% of portfolio	2,482	Q1 2025 Reduced 5.12%
NULV Nuveen Esg Large Cap Value ETF	$0	$263,000 0.03% of portfolio	6,292	Q2 2025 Reduced 10.27%
ITOT Ishares Core S&P Total U.S. St	$0	$250,000 0.03% of portfolio	1,856	Q2 2025 Added 0.11%
PPA Invesco Exchange Traded Fd Tr	$0	$244,000 0.03% of portfolio	1,726	Q2 2025 Added 0.23%
ICF Ishares Tr	$0	$232,000 0.03% of portfolio	3,800	Q4 2023 New
IJK Ishares S&P Midcap 400 Growth	$0	$221,000 0.03% of portfolio	2,436	Q2 2025 Reduced 28.88%
IJJ Ishares S&P Midcap 400 Value E	$0	$201,000 0.02% of portfolio	1,634	Q2 2025 Reduced 53.51%
SCHF Schwab Strategic Tr Intl Eqty	$0	$201,000 0.02% of portfolio	9,114	Q2 2025 New

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