Relyea Zuckerberg Hanson LLC Buys Marsh & McLennan Inc, Colgate-Palmolive Co, iShares MSCI ACWI Low Carbon Target ETF, Sells Vanguard Growth ETF, Vanguard Value ETF, Vanguard Small Cap Value ETF

• New Purchases: CL, CRBN, ORCL, BMY, SWK, PHYS,
• Added Positions: MMC, VOOG, MSFT, VEU, ARKG, PPG, MMM, ESML, SPYG, QQQ, BSX, IBM, VTEB, VYM, SCHD, AMAT, ESGD, CB, AON, ITW, AMD,
• Reduced Positions: VUG, VTV, VBR, ARKW, VEA, VWO, VBK, XLK, GLD, SPY, ARKK, IWF, LPTH, AMZN, FSLY, AAPL, GOOG, VGT, CSX, IJR, EGLE, VOOV, LVO, TSLA, JPM, GOOGL, DIS, V, SBCF, BAC, SYK, HD, JNJ, UNH, IWD, MA, FB, ABT, INTC, IWO, PG, MS, VZ, DFS, CSCO, ACN, PFE, IEMG, KO, VOO, T, BRK.B, ABBV, NUSC, IDEV, EEM, SUSA, ADP, COST, MCD, VIG, IEFA, SPGI, EMR, AWK, PAYX, ESGE, CLX, NSC, YUM, UNP, VIOV, PEP, CHD, MCK,
• Sold Out: VTWG, IAU, IHI, XLC, XLY, XLI, BMEZ, FIW, PHO, XLF, ITA, XLV, XLP, IDNA, DHR, NVDA, XOM, SCHW, CVX, PYPL, NEE, WMT, DE, NKE, HSY, NOC, SYY, TMO, TXN, CMCSA, RESD, SCHG,

For the details of Relyea Zuckerberg Hanson LLC's stock buys and sells, go to https://www.gurufocus.com/guru/relyea+zuckerberg+hanson+llc/current-portfolio/portfolio

1. ARK Innovation ETF (ARKK) - 212,415 shares, 14.26% of the total portfolio. Shares reduced by 3.5%
2. Vanguard Growth ETF (VUG) - 99,723 shares, 13.62% of the total portfolio. Shares reduced by 26.4%
3. Vanguard Value ETF (VTV) - 104,737 shares, 6.72% of the total portfolio. Shares reduced by 39.39%
4. Vanguard S&P 500 Growth ETF (VOOG) - 26,414 shares, 3.28% of the total portfolio. Shares added by 12.50%
5. Vanguard Small Cap Growth ETF (VBK) - 22,426 shares, 3.24% of the total portfolio. Shares reduced by 25.48%

Relyea Zuckerberg Hanson LLC initiated holding in Colgate-Palmolive Co. The purchase prices were between $74.42 and $85.34, with an estimated average price of $78.19. The stock is now traded at around $83.450000. The impact to a portfolio due to this purchase was 0.23%. The holding were 5,001 shares as of 2021-12-31.

Relyea Zuckerberg Hanson LLC initiated holding in iShares MSCI ACWI Low Carbon Target ETF. The purchase prices were between $161.97 and $174.78, with an estimated average price of $170.54. The stock is now traded at around $171.700000. The impact to a portfolio due to this purchase was 0.21%. The holding were 2,660 shares as of 2021-12-31.

Relyea Zuckerberg Hanson LLC initiated holding in Oracle Corp. The purchase prices were between $87.21 and $103.65, with an estimated average price of $93.89. The stock is now traded at around $87.690000. The impact to a portfolio due to this purchase was 0.2%. The holding were 5,759 shares as of 2021-12-31.

Relyea Zuckerberg Hanson LLC initiated holding in Bristol-Myers Squibb Co. The purchase prices were between $53.63 and $62.52, with an estimated average price of $58.67. The stock is now traded at around $64.930000. The impact to a portfolio due to this purchase was 0.17%. The holding were 5,230 shares as of 2021-12-31.

Relyea Zuckerberg Hanson LLC initiated holding in Stanley Black & Decker Inc. The purchase prices were between $171.07 and $196.61, with an estimated average price of $184.83. The stock is now traded at around $192.650000. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,790 shares as of 2021-12-31.

Relyea Zuckerberg Hanson LLC initiated holding in Sprott Physical Gold Trust. The purchase prices were between $13.78 and $14.69, with an estimated average price of $14.13. The stock is now traded at around $14.290000. The impact to a portfolio due to this purchase was 0.13%. The holding were 16,025 shares as of 2021-12-31.

Relyea Zuckerberg Hanson LLC added to a holding in Marsh & McLennan Companies Inc by 62.67%. The purchase prices were between $151.74 and $173.89, with an estimated average price of $166.42. The stock is now traded at around $161.200000. The impact to a portfolio due to this purchase was 0.49%. The holding were 20,101 shares as of 2021-12-31.

Relyea Zuckerberg Hanson LLC added to a holding in Vanguard FTSE All-World ex-US ETF by 26.84%. The purchase prices were between $58.93 and $62.73, with an estimated average price of $61.15. The stock is now traded at around $62.010000. The impact to a portfolio due to this purchase was 0.1%. The holding were 14,940 shares as of 2021-12-31.

Relyea Zuckerberg Hanson LLC added to a holding in PPG Industries Inc by 20.13%. The purchase prices were between $144.01 and $172.44, with an estimated average price of $161.01. The stock is now traded at around $165.000000. The impact to a portfolio due to this purchase was 0.08%. The holding were 5,729 shares as of 2021-12-31.

Relyea Zuckerberg Hanson LLC added to a holding in 3M Co by 33.26%. The purchase prices were between $170.04 and $183.66, with an estimated average price of $178.14. The stock is now traded at around $178.740000. The impact to a portfolio due to this purchase was 0.07%. The holding were 3,021 shares as of 2021-12-31.

Relyea Zuckerberg Hanson LLC added to a holding in iShares ESG Aware MSCI USA Small-Cap ETF by 22.94%. The purchase prices were between $38.2 and $42.72, with an estimated average price of $40.43. The stock is now traded at around $39.390000. The impact to a portfolio due to this purchase was 0.07%. The holding were 21,080 shares as of 2021-12-31.

Relyea Zuckerberg Hanson LLC added to a holding in International Business Machines Corp by 44.85%. The purchase prices were between $115.81 and $138.13, with an estimated average price of $125.15. The stock is now traded at around $134.210000. The impact to a portfolio due to this purchase was 0.05%. The holding were 2,206 shares as of 2021-12-31.

Relyea Zuckerberg Hanson LLC sold out a holding in Vanguard Russell 2000 Growth Index Fund. The sale prices were between $203.6 and $237.53, with an estimated average price of $218.89.

Relyea Zuckerberg Hanson LLC sold out a holding in iShares Gold Trust. The sale prices were between $33.36 and $35.53, with an estimated average price of $34.19.

Relyea Zuckerberg Hanson LLC sold out a holding in iShares U.S. Medical Devices ETF. The sale prices were between $61.5 and $66.31, with an estimated average price of $63.97.

Relyea Zuckerberg Hanson LLC sold out a holding in Communication Services Select Sector SPDR Fund. The sale prices were between $73.48 and $81.95, with an estimated average price of $78.88.

Relyea Zuckerberg Hanson LLC sold out a holding in Consumer Discretionary Select Sector SPDR. The sale prices were between $179.1 and $211.1, with an estimated average price of $199.24.

Relyea Zuckerberg Hanson LLC sold out a holding in Industrial Select Sector SPDR. The sale prices were between $98.27 and $106.72, with an estimated average price of $103.61.