Relyea Zuckerberg Hanson LLC
Annual return '25
+19.6%
SPY '25
+17.7%
Alpha
+1.8ptsvs SPY
Invested
$994.6M
Holdings
276
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VUG
VANGUARD INDEX FDS
Held since at least Q1 2024
10.8%
02
$VTV
VANGUARD INDEX FDS
Held since at least Q1 2024
9.1%
03
$IWF
ISHARES TR
Held since at least Q1 2024
5.0%
04
$BIL
SPDR SERIES TRUST
Held since at least Q1 2024
4.7%
05
$IWD
ISHARES TR
Held since at least Q1 2024
4.4%
06
$VEA
VANGUARD TAX-MANAGED FDS
Held since at least Q1 2024
3.9%
07
$SGOV
ISHARES TR
Held since at least Q1 2024
3.3%
08
$AAUS
EA SERIES TRUST
Held since at least Q1 2024
2.3%
09
$AAPL
APPLE INC
Held since at least Q1 2024
2.1%
10
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:54 UTC.