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CIK: 0001765594
Total reported value
$867.6M
$867.6M
251 檔
15.6%
During the Q2 2024 filing period, CRA Financial Services, LLC (CIK: 0001765594) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $867.6M across 251 reported positions.
During Q2 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 251 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.57% | +0.11% | -2.20% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.24% | -0.27% | +3.16% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.23% | +0.08% | -2.52% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.70% | +0.15% | +0.04% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.65% | -0.19% | -0.35% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.59% | +0.45% | +1.45% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.42% | -0.08% | -2.32% | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.94% | -0.16% | -1.84% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.67% | +0.10% | +3.56% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.54% | +0.10% | +954.94% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 2.46% | +0.01% | +2.46% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.37% | +0.28% | -2.81% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.70% | -0.01% | +6.64% | |
| 14 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.66% | -0.04% | +14.78% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.54% | +0.05% | +5.17% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.40% | -0.11% | +0.82% | |
| 17 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.31% | -0.17% | +3.53% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.21% | -0.04% | -0.66% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.07% | -0.01% | -1.64% | |
| 20 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 1.06% | -0.13% | +17.18% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.01% | +0.15% | -1.80% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.94% | -0.01% | -0.95% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.89% | — | -2.09% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.86% | -0.06% | +0.72% | |
| 25 | IVVM | Ishar Lc Md Qur Ld Etf-us In | ETF-Other | 0.82% | -0.04% | +30.87% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.79% | -0.22% | +1.33% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.77% | -0.01% | +4.91% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | +0.09% | +0.67% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | +0.09% | +6.66% | |
| 30 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.69% | -0.02% | -3.23% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.68% | +0.05% | -0.83% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.65% | +0.03% | +0.61% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.64% | -0.05% | -1.40% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.63% | -0.08% | +33.20% | |
| 35 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.62% | — | +566.52% | |
| 36 | HDV | Ishares Core High Dividend E | ETF-Other | 0.58% | -0.05% | -0.11% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.57% | +0.01% | +0.31% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.11% | +33.09% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.52% | — | -6.82% | |
| 40 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.47% | -0.03% | +617.71% | |
| 41 | NEE | Nextera Energy Inc | Stock-Utilities | 0.45% | -0.05% | -1.36% | |
| 42 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.44% | -0.01% | -2.60% | |
| 43 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.42% | +0.03% | -3.72% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | — | -1.33% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.41% | -0.14% | +1.64% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.39% | +0.01% | -0.81% | |
| 47 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.39% | -0.03% | -9.57% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | -0.01% | -1.75% | |
| 49 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.38% | -0.11% | -8.08% | |
| 50 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.36% | -0.04% | -7.09% |
According to official SEC Form 13F filings, CRA Financial Services, LLC reported a total U.S. public equity portfolio value of $867.6M across 251 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, SCHD, AMZN) accounted for 15.6% of total reported equity market value during Q2 2024.
During Q2 2024, CRA Financial Services, LLC's top holdings by market value included AAPL (8.6%)、SCHD (5.2%)、AMZN (5.2%). The largest single position, AAPL, represented 8.6% of total portfolio value.
In Q2 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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