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
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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