Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RELYEA ZUCKERBERG HANSON LLC | 04-22-2024 | 03-31-2024 | 236 | 570,702,055 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 1 | $75,352,185 | 218,920 | 0.01 | 0.01 | 8,585 | 4.08 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 2 | $73,988,109 | 454,305 | 0.01 | 0.01 | 11,218 | 2.53 | 03-31-2024 |
| ISHARES TR | RUS 1000 VAL ETF | 3 | $38,964,685 | 217,546 | 0.01 | 0.01 | 3,895 | 1.82 | 03-31-2024 |
| ISHARES TR | RUS 1000 GRW ETF | 4 | $37,757,726 | 112,024 | 0.01 | 0.01 | 2,236 | 2.04 | 03-31-2024 |
