CRA Financial Services, LLC Q1 2025 Filing
Filed April 16, 2025
Portfolio Value
$584.4M
Holdings
271
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (271 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 202,756 | $45.0M | 7.71% | |
| 2 | SCHDSCHWAB STRATEGIC TR | 1,128,909 | $31.6M | 5.40% | |
| 3 | AMZNAMAZON COM INC | 135,250 | $25.7M | 4.40% | |
| 4 | SCHGSCHWAB STRATEGIC TR | 981,545 | $24.6M | 4.21% | |
| 5 | NDQINVESCO QQQ TR | 39,751 | $18.6M | 3.19% | |
| 6 | VIGVANGUARD SPECIALIZED FUNDS | 82,946 | $16.1M | 2.75% | |
| 7 | MSFTMICROSOFT CORP | 41,658 | $15.6M | 2.68% | |
| 8 | IVVISHARES TR | 26,402 | $14.8M | 2.54% | |
| 9 | SDYSPDR SER TR | 103,399 | $14.0M | 2.40% | |
| 10 | VBVANGUARD INDEX FDS | 60,284 | $13.4M | 2.29% | |
| 11 | NVDANVIDIA CORPORATION | 121,668 | $13.2M | 2.26% | |
| 12 | DGRWWISDOMTREE TR | 164,546 | $13.1M | 2.25% | |
| 13 | VOVANGUARD INDEX FDS | 42,493 | $11.0M | 1.88% | |
| 14 | GOOGLALPHABET INC | 66,533 | $10.3M | 1.76% | |
| 15 | SPYSPDR S&P 500 ETF TR | 16,985 | $9.5M | 1.63% | |
| 16 | DDTOINNOVATOR ETFS TRUST | 273,747 | $8.6M | 1.47% | |
| 17 | METAMETA PLATFORMS INC | 14,205 | $8.2M | 1.40% | |
| 18 | ZALTINNOVATOR ETFS TRUST | 249,534 | $7.4M | 1.27% | |
| 19 | VOOVANGUARD INDEX FDS | 13,838 | $7.1M | 1.22% | |
| 20 | PDECINNOVATOR ETFS TRUST | 168,433 | $6.3M | 1.08% | |
| 21 | HDHOME DEPOT INC | 16,460 | $6.0M | 1.03% | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,941 | $5.8M | 1.00% | |
| 23 | VVISA INC | 16,315 | $5.7M | 0.98% | |
| 24 | IVVMBLACKROCK ETF TRUST II | 172,423 | $5.3M | 0.90% | |
| 25 | RSPINVESCO EXCHANGE TRADED FD T | 29,565 | $5.1M | 0.88% | |
| 26 | SCHFSCHWAB STRATEGIC TR | 252,454 | $5.0M | 0.85% | |
| 27 | JPSTJ P MORGAN EXCHANGE TRADED F | 90,762 | $4.6M | 0.79% | |
| 28 | IJHISHARES TR | 78,591 | $4.6M | 0.78% | |
| 29 | FBNDFIDELITY MERRIMACK STR TR | 99,178 | $4.5M | 0.77% | |
| 30 | GOOGALPHABET INC | 27,372 | $4.3M | 0.73% | |
| 31 | XOMEXXON MOBIL CORP | 34,748 | $4.1M | 0.71% | |
| 32 | BSCPINVESCO EXCH TRD SLF IDX FD | 195,802 | $4.0M | 0.69% | |
| 33 | AVGOBROADCOM INC | 23,710 | $4.0M | 0.68% | |
| 34 | JAAAJANUS DETROIT STR TR | 77,143 | $3.9M | 0.67% | |
| 35 | MAMASTERCARD INCORPORATED | 6,920 | $3.8M | 0.65% | |
| 36 | PJANINNOVATOR ETFS TRUST | 89,309 | $3.7M | 0.63% | |
| 37 | VCITVANGUARD SCOTTSDALE FDS | 45,013 | $3.7M | 0.63% | |
| 38 | SCHBSCHWAB STRATEGIC TR | 162,048 | $3.5M | 0.60% | |
| 39 | LLYELI LILLY & CO | 4,067 | $3.4M | 0.57% | |
| 40 | IWFISHARES TR | 9,079 | $3.3M | 0.56% | |
| 41 | PAUGINNOVATOR ETFS TRUST | 85,954 | $3.2M | 0.56% | |
| 42 | HDVISHARES TR | 25,879 | $3.1M | 0.54% | |
| 43 | VYMIVANGUARD WHITEHALL FDS | 39,250 | $2.9M | 0.49% | |
| 44 | BSCQINVESCO EXCH TRD SLF IDX FD | 144,958 | $2.8M | 0.48% | |
| 45 | JPMJPMORGAN CHASE & CO. | 11,109 | $2.7M | 0.47% | |
| 46 | PJULINNOVATOR ETFS TRUST | 64,635 | $2.6M | 0.44% | |
| 47 | DLNWISDOMTREE TR | 31,904 | $2.5M | 0.43% | |
| 48 | PAPRINNOVATOR ETFS TRUST | 69,130 | $2.5M | 0.42% | |
| 49 | IJRISHARES TR | 23,234 | $2.4M | 0.42% | |
| 50 | BSCRINVESCO EXCH TRD SLF IDX FD | 120,853 | $2.4M | 0.41% | |
| 51 | AVLVAMERICAN CENTY ETF TR | 35,892 | $2.3M | 0.40% | |
| 52 | CVXCHEVRON CORP NEW | 13,970 | $2.3M | 0.40% | |
| 53 | NFLXNETFLIX INC | 2,459 | $2.3M | 0.39% | |
| 54 | PMARINNOVATOR ETFS TRUST | 56,407 | $2.3M | 0.39% | |
| 55 | SCHMSCHWAB STRATEGIC TR | 84,677 | $2.2M | 0.38% | |
| 56 | NEENEXTERA ENERGY INC | 30,160 | $2.1M | 0.37% | |
| 57 | BSCSINVESCO EXCH TRD SLF IDX FD | 97,217 | $2.0M | 0.34% | |
| 58 | ONEQFIDELITY COMWLTH TR | 29,011 | $2.0M | 0.34% | |
| 59 | ABBVABBVIE INC | 9,304 | $1.9M | 0.33% | |
| 60 | TSLATESLA INC | 7,506 | $1.9M | 0.33% | |
| 61 | CGNGCAPITAL GROUP NEW GEOGRAPHY | 73,811 | $1.9M | 0.32% | |
| 62 | BACBANK AMERICA CORP | 44,188 | $1.8M | 0.32% | |
| 63 | TCAFT ROWE PRICE ETF INC | 56,969 | $1.8M | 0.31% | |
| 64 | PGPROCTER AND GAMBLE CO | 10,728 | $1.8M | 0.31% | |
| 65 | FBCGFIDELITY COVINGTON TRUST | 44,114 | $1.8M | 0.30% | |
| 66 | PNOVINNOVATOR ETFS TRUST | 47,018 | $1.8M | 0.30% | |
| 67 | GQ9SPDR GOLD TR | 6,019 | $1.7M | 0.30% | |
| 68 | VIOOVANGUARD ADMIRAL FDS INC | 17,445 | $1.7M | 0.29% | |
| 69 | DISDISNEY WALT CO | 16,779 | $1.7M | 0.28% | |
| 70 | GBTCGRAYSCALE BITCOIN TRUST ETF | 25,074 | $1.6M | 0.28% | |
| 71 | VUGVANGUARD INDEX FDS | 4,361 | $1.6M | 0.28% | |
| 72 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.6M | 0.27% | |
| 73 | SCHASCHWAB STRATEGIC TR | 67,011 | $1.6M | 0.27% | |
| 74 | JNJJOHNSON & JOHNSON | 9,299 | $1.5M | 0.26% | |
| 75 | AVUVAMERICAN CENTY ETF TR | 17,410 | $1.5M | 0.26% | |
| 76 | VTVVANGUARD INDEX FDS | 8,772 | $1.5M | 0.26% | |
| 77 | UNHUNITEDHEALTH GROUP INC | 2,883 | $1.5M | 0.26% | |
| 78 | COSTCOSTCO WHSL CORP NEW | 1,594 | $1.5M | 0.26% | |
| 79 | VGTVANGUARD WORLD FD | 2,738 | $1.5M | 0.25% | |
| 80 | MAXJISHARES TR | 57,016 | $1.5M | 0.25% | |
| 81 | VCRMVANGUARD MUN BD FDS | 19,335 | $1.4M | 0.25% | |
| 82 | POCTINNOVATOR ETFS TRUST | 36,680 | $1.4M | 0.24% | |
| 83 | DONSPDR DOW JONES INDL AVERAGE | 3,316 | $1.4M | 0.24% | |
| 84 | VTIVANGUARD INDEX FDS | 5,049 | $1.4M | 0.24% | |
| 85 | FBTCFIDELITY WISE ORIGIN BITCOIN | 19,129 | $1.4M | 0.24% | |
| 86 | WMTWALMART INC | 15,121 | $1.3M | 0.23% | |
| 87 | TBUXT ROWE PRICE ETF INC | 26,385 | $1.3M | 0.22% | |
| 88 | AQLTISHARES TR | 9,529 | $1.3M | 0.22% | |
| 89 | VSDMVANGUARD MUN BD FDS | 16,973 | $1.3M | 0.22% | |
| 90 | XLESELECT SECTOR SPDR TR | 13,649 | $1.3M | 0.22% | |
| 91 | IVEISHARES TR | 6,688 | $1.3M | 0.22% | |
| 92 | PANWPALO ALTO NETWORKS INC | 7,400 | $1.3M | 0.22% | |
| 93 | VYMVANGUARD WHITEHALL FDS | 9,767 | $1.3M | 0.22% | |
| 94 | DGROISHARES TR | 20,277 | $1.3M | 0.21% | |
| 95 | MCDMCDONALDS CORP | 3,953 | $1.2M | 0.21% | |
| 96 | QCOMQUALCOMM INC | 7,940 | $1.2M | 0.21% | |
| 97 | IBMINTERNATIONAL BUSINESS MACHS | 4,626 | $1.1M | 0.20% | |
| 98 | VNQVANGUARD INDEX FDS | 12,563 | $1.1M | 0.19% | |
| 99 | CATCATERPILLAR INC | 3,437 | $1.1M | 0.19% | |
| 100 | BSCTINVESCO EXCH TRD SLF IDX FD | 59,883 | $1.1M | 0.19% |
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