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CIK: 0001765594
Total reported value
$867.6M
$867.6M
240 檔
14.4%
As reported in its official Q1 2024 Form 13F filing, CRA Financial Services, LLC's tracked investment portfolio stood at $867.6M with 240 total positions.
During Q1 2024, CRA Financial Services, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 240 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.68% | +0.11% | -0.27% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.67% | -0.27% | +7.70% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.39% | +0.08% | -0.64% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.65% | +0.15% | +5.28% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.77% | -0.08% | -1.73% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.71% | -0.19% | -0.68% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.53% | +0.45% | +4.42% | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 3.33% | -0.16% | -1.15% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 2.71% | +0.01% | +3.97% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.67% | +0.10% | +5.59% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.17% | +0.28% | +0.87% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.90% | +0.10% | +1.21% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.77% | -0.01% | +8.21% | |
| 14 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.52% | -0.04% | +16.02% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.52% | +0.05% | +1.90% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.46% | -0.04% | -0.18% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.44% | -0.11% | +0.03% | |
| 18 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.33% | -0.17% | -5.46% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.19% | -0.01% | +9.66% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.06% | -0.01% | +404.14% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.04% | — | -0.34% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.96% | -0.06% | +1.53% | |
| 23 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 0.94% | -0.13% | +3.87% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.92% | +0.15% | -0.36% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | -0.22% | +0.20% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.82% | -0.01% | +7.00% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.76% | -0.05% | +1.31% | |
| 28 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.75% | -0.02% | +59.99% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.71% | +0.05% | +2.78% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.09% | -2.05% | |
| 31 | IVVM | Ishar Lc Md Qur Ld Etf-us In | ETF-Other | 0.65% | -0.04% | +46.07% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.64% | +0.03% | +0.60% | |
| 33 | HDV | Ishares Core High Dividend E | ETF-Other | 0.64% | -0.05% | -0.34% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.63% | +0.01% | +3.33% | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.62% | — | +0.22% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | +0.09% | -1.99% | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.52% | -0.08% | +47.85% | |
| 38 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.48% | -0.01% | +0.05% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.46% | -0.02% | -1.76% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.45% | +0.01% | +0.09% | |
| 41 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.45% | -0.03% | +0.44% | |
| 42 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.45% | -0.03% | — | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | — | +0.81% | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.44% | -0.05% | +0.47% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.43% | -0.14% | +0.18% | |
| 46 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.43% | -0.11% | -6.84% | |
| 47 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.43% | +0.03% | -0.32% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.11% | +101.98% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.01% | -2.01% | |
| 50 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.41% | -0.04% | -5.55% |
According to official SEC Form 13F filings, CRA Financial Services, LLC reported a total U.S. public equity portfolio value of $867.6M across 240 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, SCHD, AMZN) accounted for 14.4% of total reported equity market value during Q1 2024.
During Q1 2024, CRA Financial Services, LLC's top holdings by market value included AAPL (7.7%)、SCHD (5.7%)、AMZN (5.4%). The largest single position, AAPL, represented 7.7% of total portfolio value.
In Q1 2024, CRA Financial Services, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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