CRA Financial Services, LLC Q2 2025 Filing
Filed July 14, 2025
Portfolio Value
$654.1M
Holdings
278
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (278 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MAXJISHARES TR | 42,876 | $1.2M | 0.18% | |
| 102 | BSCTINVESCO EXCH TRD SLF IDX FD | 61,883 | $1.2M | 0.18% | |
| 103 | MCDMCDONALDS CORP | 3,926 | $1.1M | 0.18% | |
| 104 | DDTOINNOVATOR ETFS TRUST | 28,800 | $1.1M | 0.17% | |
| 105 | PLTRPALANTIR TECHNOLOGIES INC | 7,900 | $1.1M | 0.16% | |
| 106 | MRKMERCK & CO INC | 13,476 | $1.1M | 0.16% | |
| 107 | DFUSDIMENSIONAL ETF TRUST | 15,868 | $1.1M | 0.16% | |
| 108 | LMTLOCKHEED MARTIN CORP | 2,272 | $1.1M | 0.16% | |
| 109 | HONHONEYWELL INTL INC | 4,272 | $994K | 0.15% | |
| 110 | XLUSELECT SECTOR SPDR TR | 12,083 | $986K | 0.15% | |
| 111 | PJUNINNOVATOR ETFS TRUST | 24,770 | $984K | 0.15% | |
| 112 | ZSEPINNOVATOR ETFS TRUST | 37,685 | $975K | 0.15% | |
| 113 | KOCOCA COLA CO | 13,716 | $970K | 0.15% | |
| 114 | JCPBJ P MORGAN EXCHANGE TRADED F | 20,606 | $969K | 0.15% | |
| 115 | IVWISHARES TR | 8,485 | $934K | 0.14% | |
| 116 | UAUGINNOVATOR ETFS TRUST | 24,830 | $929K | 0.14% | |
| 117 | IWDISHARES TR | 4,731 | $918K | 0.14% | |
| 118 | BSJPINVESCO EXCH TRD SLF IDX FD | 39,116 | $902K | 0.14% | |
| 119 | VHTVANGUARD WORLD FD | 3,617 | $898K | 0.14% | |
| 120 | UNHUNITEDHEALTH GROUP INC | 2,863 | $893K | 0.14% | |
| 121 | PEPPEPSICO INC | 6,631 | $875K | 0.13% | |
| 122 | CEGCONSTELLATION ENERGY CORP | 2,701 | $871K | 0.13% | |
| 123 | DFACDIMENSIONAL ETF TRUST | 24,193 | $867K | 0.13% | |
| 124 | BSCUINVESCO EXCH TRD SLF IDX FD | 49,960 | $838K | 0.13% | |
| 125 | CSCOCISCO SYS INC | 11,370 | $788K | 0.12% | |
| 126 | DFUVDIMENSIONAL ETF TRUST | 18,639 | $788K | 0.12% | |
| 127 | MTUMISHARES TR | 3,232 | $776K | 0.12% | |
| 128 | RTXRTX CORPORATION | 5,204 | $759K | 0.12% | |
| 129 | UBERUBER TECHNOLOGIES INC | 8,056 | $751K | 0.11% | |
| 130 | AQLTISHARES TR | 8,921 | $744K | 0.11% | |
| 131 | UPSUNITED PARCEL SERVICE INC | 7,268 | $733K | 0.11% | |
| 132 | FEMRFIDELITY COVINGTON TRUST | 23,035 | $731K | 0.11% | |
| 133 | AVSCAMERICAN CENTY ETF TR | 14,142 | $729K | 0.11% | |
| 134 | IWMISHARES TR | 3,347 | $722K | 0.11% | |
| 135 | XBOCINNOVATOR ETFS TRUST | 22,665 | $721K | 0.11% | |
| 136 | BABOEING CO | 3,439 | $720K | 0.11% | |
| 137 | ABTABBOTT LABS | 5,133 | $698K | 0.11% | |
| 138 | USIGISHARES TR | 13,543 | $696K | 0.11% | |
| 139 | ITA*ISHARES TR | 3,631 | $685K | 0.10% | |
| 140 | TDTORONTO DOMINION BK ONT | 9,215 | $676K | 0.10% | |
| 141 | DFASDIMENSIONAL ETF TRUST | 10,087 | $642K | 0.10% | |
| 142 | NJULINNOVATOR ETFS TRUST | 9,172 | $624K | 0.10% | |
| 143 | DEDEERE & CO | 1,184 | $601K | 0.09% | |
| 144 | AMGNAMGEN INC | 2,140 | $597K | 0.09% | |
| 145 | GSGOLDMAN SACHS GROUP INC | 820 | $580K | 0.09% | |
| 146 | PYLDPIMCO ETF TR | 21,722 | $576K | 0.09% | |
| 147 | LOWLOWES COS INC | 2,599 | $576K | 0.09% | |
| 148 | MCKMCKESSON CORP | 779 | $570K | 0.09% | |
| 149 | 4I1PHILIP MORRIS INTL INC | 3,122 | $568K | 0.09% | |
| 150 | BITBBITWISE BITCOIN ETF TR | 9,539 | $558K | 0.09% | |
| 151 | NAPRINNOVATOR ETFS TRUST | 10,919 | $556K | 0.08% | |
| 152 | XLKSELECT SECTOR SPDR TR | 2,129 | $539K | 0.08% | |
| 153 | BAUGINNOVATOR ETFS TRUST | 11,639 | $535K | 0.08% | |
| 154 | GEGE AEROSPACE | 2,066 | $531K | 0.08% | |
| 155 | NOCTINNOVATOR ETFS TRUST | 9,515 | $518K | 0.08% | |
| 156 | MOALTRIA GROUP INC | 8,747 | $512K | 0.08% | |
| 157 | VXUSVANGUARD STAR FDS | 7,345 | $507K | 0.08% | |
| 158 | COINCOINBASE GLOBAL INC | 1,444 | $506K | 0.08% | |
| 159 | ORCLORACLE CORP | 2,306 | $504K | 0.08% | |
| 160 | BJANINNOVATOR ETFS TRUST | 9,949 | $499K | 0.08% | |
| 161 | IJKISHARES TR | 5,489 | $499K | 0.08% | |
| 162 | RSPHINVESCO EXCHANGE TRADED FD T | 17,106 | $499K | 0.08% | |
| 163 | BNBROOKFIELD CORP | 8,000 | $494K | 0.08% | |
| 164 | FISVFISERV INC | 2,857 | $492K | 0.08% | |
| 165 | UMARINNOVATOR ETFS TRUST | 13,010 | $489K | 0.07% | |
| 166 | IVOOVANGUARD ADMIRAL FDS INC | 4,628 | $485K | 0.07% | |
| 167 | BJULINNOVATOR ETFS TRUST | 10,215 | $481K | 0.07% | |
| 168 | BFEBINNOVATOR ETFS TRUST | 10,743 | $479K | 0.07% | |
| 169 | VEUVANGUARD INTL EQUITY INDEX F | 6,973 | $468K | 0.07% | |
| 170 | VONGVANGUARD SCOTTSDALE FDS | 4,240 | $463K | 0.07% | |
| 171 | OSEAHARBOR ETF TRUST | 15,797 | $462K | 0.07% | |
| 172 | SSOPROSHARES TR | 4,679 | $457K | 0.07% | |
| 173 | SFLRINNOVATOR ETFS TRUST | 13,605 | $456K | 0.07% | |
| 174 | CMCSACOMCAST CORP NEW | 12,612 | $450K | 0.07% | |
| 175 | EPDENTERPRISE PRODS PARTNERS L | 14,431 | $447K | 0.07% | |
| 176 | PFFISHARES TR | 14,444 | $443K | 0.07% | |
| 177 | PRFINVESCO EXCHANGE TRADED FD T | 10,209 | $431K | 0.07% | |
| 178 | AIGAMERICAN INTL GROUP INC | 5,041 | $431K | 0.07% | |
| 179 | BXBLACKSTONE INC | 2,875 | $430K | 0.07% | |
| 180 | COPCONOCOPHILLIPS | 4,617 | $414K | 0.06% | |
| 181 | XLVSELECT SECTOR SPDR TR | 3,009 | $405K | 0.06% | |
| 182 | BSXBOSTON SCIENTIFIC CORP | 3,769 | $404K | 0.06% | |
| 183 | IAU*ISHARES GOLD TR | 6,434 | $401K | 0.06% | |
| 184 | BLKBLACKROCK INC | 380 | $398K | 0.06% | |
| 185 | DUKDUKE ENERGY CORP NEW | 3,376 | $398K | 0.06% | |
| 186 | VEAVANGUARD TAX-MANAGED FDS | 6,975 | $397K | 0.06% | |
| 187 | SCHXSCHWAB STRATEGIC TR | 16,066 | $392K | 0.06% | |
| 188 | NJANINNOVATOR ETFS TRUST | 7,635 | $387K | 0.06% | |
| 189 | MDYSPDR S&P MIDCAP 400 ETF TR | 679 | $384K | 0.06% | |
| 190 | BDECINNOVATOR ETFS TRUST | 8,420 | $380K | 0.06% | |
| 191 | XLISELECT SECTOR SPDR TR | 2,550 | $376K | 0.06% | |
| 192 | PPLPPL CORP | 11,055 | $374K | 0.06% | |
| 193 | BNOVINNOVATOR ETFS TRUST | 9,005 | $371K | 0.06% | |
| 194 | BSJQINVESCO EXCH TRD SLF IDX FD | 15,572 | $363K | 0.06% | |
| 195 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,586 | $359K | 0.05% | |
| 196 | WFCWELLS FARGO CO NEW | 4,402 | $352K | 0.05% | |
| 197 | PEGPUBLIC SVC ENTERPRISE GRP IN | 4,150 | $349K | 0.05% | |
| 198 | IWRISHARES TR | 3,776 | $347K | 0.05% | |
| 199 | PAYXPAYCHEX INC | 2,379 | $346K | 0.05% | |
| 200 | DFIVDIMENSIONAL ETF TRUST | 8,082 | $346K | 0.05% |