Long-term investor
Relyea Zuckerberg Hanson LLC @relyeazuckerberghansonll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001793691).
Record
- Tracked since 2025-06-30 (434 days), 27 trades recorded
- Returns: week n/a · month n/a · 90 days +10.0% · 6 months +7.1% · 1 year +15.4% · all +15.4%
- Max drawdown -4.0% · Sharpe 0.78 · win rate 23% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VUG · 10.7% · long · since 2025-06-30
- VTV · 8.4% · long · since 2025-06-30
- IWF · 4.8% · long · since 2025-06-30
- IWD · 4.4% · long · since 2025-06-30
- BIL · 4.0% · long · since 2025-06-30
- VEA · 3.9% · long · since 2025-06-30
- AAPL · 3.0% · long · since 2025-06-30
- SGOV · 2.9% · long · since 2025-06-30
- SPY · 2.2% · long · since 2025-06-30
- AAUS · 2.2% · long · since 2025-09-30
- NVDA · 1.9% · long · since 2025-06-30
- AVTM · 1.7% · long · since 2026-03-31