| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 23 | Q2 2024 | 10.8% |
| AMAZON COM INC | 23 | Q2 2024 | 9.2% |
| SPDR SER TR | 23 | Q2 2024 | 7.9% |
| VANGUARD SPECIALIZED FUNDS | 23 | Q2 2024 | 5.5% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 6.4% |
| MICROSOFT CORP | 23 | Q2 2024 | 5.3% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 4.7% |
| VANGUARD INDEX FDS | 23 | Q2 2024 | 4.8% |
| ALPHABET INC | 23 | Q2 2024 | 2.8% |
| ISHARES TR | 23 | Q2 2024 | 2.7% |
View CRA Financial Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-21 |
View CRA Financial Services, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.