Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 20 | Q3 2023 | 10.8% |
AMAZON COM INC | 20 | Q3 2023 | 9.2% |
SPDR SER TR | 20 | Q3 2023 | 7.9% |
VANGUARD SPECIALIZED FUNDS | 20 | Q3 2023 | 5.5% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 6.4% |
MICROSOFT CORP | 20 | Q3 2023 | 5.3% |
VANGUARD INDEX FDS | 20 | Q3 2023 | 4.8% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 4.4% |
ALPHABET INC | 20 | Q3 2023 | 2.8% |
ISHARES TR | 20 | Q3 2023 | 2.7% |
View CRA Financial Services, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-04-15 |
13F-HR | 2022-01-20 |
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.