CRA Financial Services, LLC
298 holdingsFiling period: 2026-03-31Current AUM: $872.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 200.5K | $50.9M | $61.9M | 7.10% | -1,317 | 2026-03-31 |
| 2 | SCHD | SCHWAB STRATEGIC TR | 1.19M | $36.5M | $39.8M | 4.56% | +13.3K | 2026-03-31 |
| 3 | SCHG | SCHWAB STRATEGIC TR | 1.04M | $30.2M | $35.4M | 4.06% | +25.6K | 2026-03-31 |
| 4 | AMZN | AMAZON COM INC | 136.2K | $28.4M | $37.0M | 4.24% | +920 | 2026-03-31 |
| 5 | QQQ | INVESCO QQQ TR | 43.0K | $24.8M | $29.6M | 3.39% | +281 | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 132.4K | $23.1M | $26.6M | 3.05% | +1.2K | 2026-03-31 |
| 7 | VTI | VANGUARD INDEX FDS | 65.3K | $21.0M | $24.1M | 2.76% | +16.7K | 2026-03-31 |
| 8 | IVV | ISHARES TR | 30.7K | $20.1M | $23.1M | 2.64% | +1.6K | 2026-03-31 |
| 9 | GOOGL | ALPHABET INC | 68.2K | $19.6M | $24.3M | 2.78% | +236 | 2026-03-31 |
| 10 | DGRW | WISDOMTREE TR | 217.1K | $19.1M | $20.9M | 2.40% | +23.9K | 2026-03-31 |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | 76.3K | $16.4M | $18.2M | 2.09% | -3,884 | 2026-03-31 |
| 12 | MSFT | MICROSOFT CORP | 42.4K | $15.7M | $19.7M | 2.26% | +1.1K | 2026-03-31 |
| 13 | BALT | INNOVATOR ETFS TRUST | 453.3K | $15.2M | $15.6M | 1.79% | +26.4K | 2026-03-31 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | 21.7K | $14.1M | $16.2M | 1.86% | +761 | 2026-03-31 |
| 15 | SDY | SPDR SERIES TRUST | 93.6K | $13.7M | $14.5M | 1.66% | -5,593 | 2026-03-31 |
| 16 | ZALT | INNOVATOR ETFS TRUST | 415.8K | $13.5M | $14.2M | 1.62% | +19.5K | 2026-03-31 |
| 17 | VB | VANGUARD INDEX FDS | 49.3K | $12.9M | $14.6M | 1.67% | -2,584 | 2026-03-31 |
| 18 | VYMI | VANGUARD WHITEHALL FDS | 104.1K | $9.8M | $10.8M | 1.24% | +25.3K | 2026-03-31 |
| 19 | VO | VANGUARD INDEX FDS | 32.3K | $9.3M | $10.4M | 1.20% | -1,743 | 2026-03-31 |
| 20 | SCHF | SCHWAB STRATEGIC TR | 352.4K | $8.7M | $9.7M | 1.11% | +14.2K | 2026-03-31 |
| 21 | META | META PLATFORMS INC | 15.2K | $8.7M | $8.5M | 0.97% | +144 | 2026-03-31 |
| 22 | FBND | FIDELITY MERRIMACK STR TR | 182.2K | $8.3M | $8.1M | 0.93% | +44.9K | 2026-03-31 |
| 23 | GOOG | ALPHABET INC | 28.2K | $8.1M | $10.1M | 1.15% | +282 | 2026-03-31 |
| 24 | AVGO | BROADCOM INC | 24.8K | $7.7M | $9.6M | 1.11% | +86 | 2026-03-31 |
| 25 | VOO | VANGUARD INDEX FDS | 12.3K | $7.3M | $8.4M | 0.96% | +880 | 2026-03-31 |
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