CF

CRA Financial Services, LLC

13F
CRA Financial Services, LLC
Last update 2025-07-14 278 Stocks (14 new)
Value $654.00 Mil Turnover 5 %
Countries:
Top Holdings: AAPL(6.37%)SCHD(4.86%)SCHG(4.56%)AMZN(4.54%)QQQ(3.49%)
Summary Stock Picks Current Portfolio
CRA Financial Services, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
203,169
41,684.2
+0.20%
6.370
+0.01%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
SCHD
Schwab US Dividend Equity ETF
1,198,977
31,772.9
+6.21%
4.860
+0.28%
0.050
+7.15%
+1.74%
71,237.6
 
SCHG
Schwab U.S. Large-Cap Growth ETF
1,021,763
29,845.7
+4.10%
4.560
+0.18%
0.070
+20.79%
+8.07%
45,910.6
 
AMZN
Amazon.com Inc
135,493
29,725.8
+0.18%
4.540
+0.01%
0.000
+24.49%
+5.85%
2,465,435.5
Retail - Cyclical
QQQ
INVESCO QQQ Trust
41,401
22,838.4
+4.15%
3.490
+0.14%
0.010
+21.03%
+10.81%
360,250.4
 
MSFT
Microsoft Corp
41,413
20,599.4
-0.59%
3.150
-0.02%
0.000
+32.15%
+21.67%
3,797,138.0
Software
NVDA
NVIDIA Corp
126,398
19,969.7
+3.89%
3.050
+0.11%
0.000
+63.25%
+29.40%
4,237,094.2
Semiconductors
IVV
iShares Core S&P 500 ETF
27,880
17,310.8
+5.60%
2.650
+0.14%
0.000
+16.45%
+8.98%
642,461.0
 
VIG
Vanguard Dividend Appreciation FTF
82,446
16,874.2
-0.60%
2.580
-0.02%
0.020
+10.96%
+7.24%
90,207.5
 
VB
Vanguard Small Cap ETF
62,010
14,695.1
+2.86%
2.250
+0.06%
0.020
+14.26%
+2.80%
61,621.0
 

CRA Financial Services, LLC's Historical Top Holdings Breakdowns

CRA Financial Services, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VBIL
Vanguard 0-3 Month Treasury Bill ETF
Vanguard 0-3 Month Treasury Bill ETF
2025-06-30
New Buy
New Buy
+0.35%
●
75.21 ($75.39) 75.55
$75.53
0.19%
New holding
30,523
30,523
ZALT
Innovator U.S. Equity 10 Buffer ETF - Quarterly
Innovator U.S. Equity 10 Buffer ETF - Quarterly
2025-06-30
Add
Add
+0.30%
●
27.92 ($30.02) 30.84
$31.23
4.03%
Add 25.68%
313,602
64,068
SPY
SPDR S&P 500 ETF Trust
2025-06-30
Add
Add
+0.29%
●
496.48 ($571.44) 617.85
$634.42
11.02%
Add 18.34%
20,100
3,115
SCHD
Schwab US Dividend Equity ETF
2025-06-30
Add
Add
+0.28%
●
24.32 ($26.14) 27.96
$27.28
4.36%
Add 6.21%
1,198,977
70,068
BALT
Innovator Defined Wealth Shield ETF
2025-06-30
Add
Add
+0.24%
●
30.33 ($31.58) 32.1
$32.33
2.37%
Add 17.49%
321,612
47,865
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-06-30
Add
Add
+0.18%
●
22.27 ($26.42) 29.21
$30.06
13.78%
Add 4.1%
1,021,763
40,218
VOO
Vanguard S&P 500 ETF
2025-06-30
Add
Add
+0.15%
●
456.74 ($525.37) 568.03
$583.26
11.02%
Add 12.61%
15,583
1,745
QQQ
INVESCO QQQ Trust
2025-06-30
Add
Add
+0.14%
●
416.06 ($496.89) 551.64
$565.01
13.71%
Add 4.15%
41,401
1,650
IVV
iShares Core S&P 500 ETF
2025-06-30
Add
Add
+0.14%
●
498.8 ($573.99) 620.9
$637.58
11.08%
Add 5.6%
27,880
1,478
SCHF
Schwab International Equity ETF
2025-06-30
Add
Add
+0.14%
●
17.76 ($20.8) 22.1
$22.51
8.22%
Add 15.89%
292,571
40,117

CRA Financial Services, LLC Total Holding History ($B)

To

CRA Financial Services, LLC's Asset Allocation

To

CRA Financial Services, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

CRA Financial Services, LLC's Hypothetical Growth since 2025-06-30

CRA Financial Services, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

CRA Financial Services, LLC's Holdings Heat Map

Size field:

CRA Financial Services, LLC's Holdings Bubble Chart

CRA Financial Services, LLC News

  • 1

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