$238 Million is the total value of CRA Financial Services, LLC's 169 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 18.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $24,838,000 | +13.0% | 187,189 | -1.4% | 10.44% | -0.6% |
| AMZN | Buy | AMAZON COM INC | $20,639,000 | +7.7% | 6,337 | +4.1% | 8.67% | -5.3% |
| SDY | Sell | SPDR SER TRs&p divid etf | $12,690,000 | +12.6% | 119,796 | -1.8% | 5.33% | -1.0% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $12,090,000 | +10.7% | 85,641 | +0.9% | 5.08% | -2.6% |
| MSFT | Buy | MICROSOFT CORP | $11,379,000 | +5.9% | 51,159 | +0.2% | 4.78% | -6.8% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $8,020,000 | +12.1% | 62,458 | +0.6% | 3.37% | -1.4% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $7,801,000 | +32.6% | 121,632 | +14.3% | 3.28% | +16.6% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $7,723,000 | +17.3% | 24,615 | +3.8% | 3.25% | +3.1% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $7,616,000 | +24.0% | 39,119 | -2.0% | 3.20% | +9.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $5,240,000 | +22.4% | 2,990 | +2.4% | 2.20% | +7.6% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $4,933,000 | +12.7% | 13,140 | +0.9% | 2.07% | -0.9% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $3,718,000 | +19.6% | 16,178 | -3.5% | 1.56% | +5.2% |
| V | Sell | VISA INC | $3,559,000 | +8.6% | 16,272 | -0.7% | 1.50% | -4.5% |
| HD | Buy | HOME DEPOT INC | $3,378,000 | +1.0% | 12,717 | +5.6% | 1.42% | -11.2% |
| FB | Sell | FACEBOOK INCcl a | $3,255,000 | +2.7% | 11,916 | -1.5% | 1.37% | -9.7% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,739,000 | +0.6% | 7,327 | -9.9% | 1.15% | -11.6% |
| HDV | Sell | ISHARES TRcore high dv etf | $2,514,000 | +8.5% | 28,677 | -0.3% | 1.06% | -4.5% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $2,403,000 | +4.0% | 6,732 | -1.5% | 1.01% | -8.5% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $2,397,000 | +19.0% | 1,368 | -0.2% | 1.01% | +4.6% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $2,353,000 | -6.8% | 10,110 | +17.7% | 0.99% | -18.1% |
| DIS | Sell | DISNEY WALT CO | $2,261,000 | +43.6% | 12,481 | -1.6% | 0.95% | +26.3% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $2,211,000 | -1.8% | 22,757 | -3.2% | 0.93% | -13.7% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $2,201,000 | +15.0% | 24,192 | +0.6% | 0.92% | +1.1% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $2,157,000 | +28.4% | 23,474 | -1.9% | 0.91% | +12.8% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $1,962,000 | +18.5% | 9,490 | +1.1% | 0.82% | +4.3% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,910,000 | +6.6% | 8,237 | -2.1% | 0.80% | -6.2% |
| NEE | Buy | NEXTERA ENERGY INC | $1,870,000 | +10.2% | 24,235 | +296.4% | 0.79% | -3.1% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $1,864,000 | +0.8% | 21,135 | +0.8% | 0.78% | -11.4% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,691,000 | +2.0% | 12,154 | +1.9% | 0.71% | -10.2% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $1,627,000 | +27.6% | 23,867 | +3.8% | 0.68% | +12.3% |
| ONEQ | Sell | FIDELITY COMWLTH TRndq cp idx trk | $1,563,000 | +13.8% | 3,117 | -1.5% | 0.66% | 0.0% |
| VIOO | Sell | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $1,378,000 | +28.2% | 8,213 | -1.4% | 0.58% | +12.6% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,373,000 | +9.8% | 8,727 | +4.0% | 0.58% | -3.4% |
| QCOM | Buy | QUALCOMM INC | $1,304,000 | +29.6% | 8,561 | +0.1% | 0.55% | +13.9% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $1,262,000 | +34.7% | 14,178 | +3.3% | 0.53% | +18.3% |
| VHT | VANGUARD WORLD FDShealth car etf | $1,157,000 | +9.7% | 5,173 | 0.0% | 0.49% | -3.6% | |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,082,000 | +16.0% | 3,085 | +3.1% | 0.46% | +2.0% |
| BAC | Sell | BK OF AMERICA CORP | $1,054,000 | +24.9% | 34,785 | -0.7% | 0.44% | +9.9% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,053,000 | +10.8% | 4,369 | -0.2% | 0.44% | -2.4% |
| HON | Buy | HONEYWELL INTL INC | $1,040,000 | +32.1% | 4,891 | +2.3% | 0.44% | +16.2% |
| T | Sell | AT&T INC | $1,039,000 | -12.6% | 36,138 | -13.3% | 0.44% | -23.1% |
| MRK | Buy | MERCK & CO. INC | $991,000 | +9.4% | 12,110 | +10.9% | 0.42% | -3.9% |
| NFLX | Buy | NETFLIX INC | $962,000 | +15.2% | 1,780 | +6.6% | 0.40% | +1.3% |
| XOM | Sell | EXXON MOBIL CORP | $962,000 | -5.7% | 23,349 | -21.4% | 0.40% | -17.0% |
| PEP | Buy | PEPSICO INC | $906,000 | +7.3% | 6,107 | +0.2% | 0.38% | -5.5% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $874,000 | +11.3% | 16,672 | -1.8% | 0.37% | -2.1% |
| VGT | VANGUARD WORLD FDSinf tech etf | $854,000 | +13.6% | 2,415 | 0.0% | 0.36% | 0.0% | |
| PTON | Buy | PELOTON INTERACTIVE INC | $850,000 | +61.9% | 5,600 | +5.9% | 0.36% | +42.2% |
| TSLA | Buy | TESLA INC | $847,000 | +123.5% | 1,200 | +35.7% | 0.36% | +96.7% |
| TD | Buy | TORONTO DOMINION BK ONT | $847,000 | +22.6% | 15,013 | +0.4% | 0.36% | +7.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $837,000 | +4.5% | 14,243 | +5.7% | 0.35% | -8.1% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $832,000 | +25.5% | 23,118 | +9.6% | 0.35% | +10.4% |
| VTV | VANGUARD INDEX FDSvalue etf | $834,000 | +13.9% | 7,008 | 0.0% | 0.35% | 0.0% | |
| DGRO | Sell | ISHARES TRcore div grwth | $827,000 | +12.2% | 18,452 | -0.4% | 0.35% | -1.1% |
| PPL | Sell | PPL CORP | $828,000 | -17.5% | 29,365 | -20.4% | 0.35% | -27.5% |
| VUG | VANGUARD INDEX FDSgrowth etf | $826,000 | +11.3% | 3,260 | 0.0% | 0.35% | -2.3% | |
| AVGO | Buy | BROADCOM INC | $822,000 | +21.6% | 1,877 | +1.2% | 0.34% | +6.8% |
| RYH | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $821,000 | +11.1% | 3,140 | +0.0% | 0.34% | -2.3% |
| PFE | Buy | PFIZER INC | $802,000 | +13.9% | 21,797 | +13.5% | 0.34% | +0.3% |
| NVDA | Buy | NVIDIA CORPORATION | $777,000 | +6.7% | 1,488 | +10.5% | 0.33% | -6.0% |
| KO | Buy | COCA COLA CO | $764,000 | +12.4% | 13,938 | +1.2% | 0.32% | -1.2% |
| MTUM | ISHARES TRmsci usa mmentm | $762,000 | +9.5% | 4,725 | 0.0% | 0.32% | -3.9% | |
| LMT | Buy | LOCKHEED MARTIN CORP | $758,000 | -5.2% | 2,136 | +2.4% | 0.32% | -16.5% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $759,000 | +28.0% | 5,952 | +8.6% | 0.32% | +12.7% |
| FPE | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $740,000 | +5.3% | 36,660 | 0.0% | 0.31% | -7.4% | |
| MCD | Buy | MCDONALDS CORP | $730,000 | -2.1% | 3,400 | +0.0% | 0.31% | -14.0% |
| LLY | Buy | LILLY ELI & CO | $729,000 | +15.5% | 4,316 | +1.2% | 0.31% | +1.3% |
| BA | Sell | BOEING CO | $722,000 | +22.6% | 3,373 | -5.4% | 0.30% | +7.8% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $715,000 | +31.0% | 3,676 | +14.8% | 0.30% | +14.9% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $709,000 | -1.0% | 11,315 | -6.2% | 0.30% | -12.9% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $703,000 | -3.8% | 4,172 | -4.9% | 0.30% | -15.5% |
| INTC | Sell | INTEL CORP | $696,000 | -6.2% | 13,971 | -2.5% | 0.29% | -17.7% |
| BRKA | Sell | BERKSHIRE HATHAWAY INC DELcl a | $696,000 | -27.5% | 2 | -33.3% | 0.29% | -36.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $691,000 | +37.9% | 5,437 | +4.5% | 0.29% | +21.3% |
| CVX | Sell | CHEVRON CORP NEW | $677,000 | -36.8% | 8,012 | -46.1% | 0.28% | -44.3% |
| MUB | Buy | ISHARES TRnational mun etf | $676,000 | +150.4% | 5,769 | +147.8% | 0.28% | +120.2% |
| IEFA | Buy | ISHARES TRcore msci eafe | $663,000 | +17.3% | 9,590 | +2.4% | 0.28% | +3.3% |
| WMT | Buy | WALMART INC | $660,000 | +12.2% | 4,582 | +9.0% | 0.28% | -1.4% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $654,000 | -28.1% | 7,696 | -33.1% | 0.28% | -36.6% |
| CAT | Buy | CATERPILLAR INC | $634,000 | +26.5% | 3,482 | +3.6% | 0.27% | +11.3% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $622,000 | +20.1% | 11,096 | +20.2% | 0.26% | +5.2% |
| BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $619,000 | +24.8% | 15,000 | 0.0% | 0.26% | +9.7% | |
| ABBV | Buy | ABBVIE INC | $613,000 | +29.6% | 5,718 | +5.9% | 0.26% | +14.2% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $611,000 | +0.2% | 1,999 | -9.1% | 0.26% | -12.0% |
| DE | Buy | DEERE & CO | $583,000 | +23.3% | 2,165 | +1.4% | 0.24% | +8.4% |
| PAYX | Buy | PAYCHEX INC | $572,000 | +17.9% | 6,136 | +0.8% | 0.24% | +3.4% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $552,000 | +20.8% | 7,643 | +299.9% | 0.23% | +6.4% |
| SQ | Buy | SQUARE INCcl a | $517,000 | +53.0% | 2,375 | +14.2% | 0.22% | +34.0% |
| JAGG | Buy | J P MORGAN EXCHANGE-TRADED Fus aggregate | $501,000 | +57.1% | 18,005 | +58.0% | 0.21% | +38.8% |
| AGG | ISHARES TRcore us aggbd et | $496,000 | 0.0% | 4,198 | 0.0% | 0.21% | -12.2% | |
| TLT | New | ISHARES TR20 yr tr bd etf | $493,000 | – | 3,124 | +100.0% | 0.21% | – |
| IWM | Buy | ISHARES TRrussell 2000 etf | $482,000 | +31.7% | 2,460 | +0.6% | 0.20% | +16.0% |
| VNLA | New | JANUS DETROIT STR TRhendrsn shrt etf | $467,000 | – | 9,260 | +100.0% | 0.20% | – |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $438,000 | +19.0% | 7,280 | +3.3% | 0.18% | +4.5% |
| CVS | Sell | CVS HEALTH CORP | $426,000 | +4.7% | 6,232 | -10.6% | 0.18% | -8.2% |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $420,000 | +17.0% | 3,154 | 0.0% | 0.18% | +2.9% | |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $417,000 | -3.0% | 3,310 | -6.4% | 0.18% | -15.0% |
| SBUX | Sell | STARBUCKS CORP | $407,000 | +23.3% | 3,806 | -0.8% | 0.17% | +8.2% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $400,000 | +24.6% | 3,075 | +11.7% | 0.17% | +9.8% |
| CSCO | Buy | CISCO SYS INC | $396,000 | +14.5% | 8,838 | +0.6% | 0.17% | +0.6% |
| ITA | Buy | ISHARES TRus aer def etf | $395,000 | +21.2% | 4,175 | +103.2% | 0.17% | +6.4% |
| PM | Sell | PHILIP MORRIS INTL INC | $386,000 | -0.3% | 4,657 | -9.7% | 0.16% | -12.4% |
| D | Buy | DOMINION ENERGY INC | $375,000 | +0.8% | 4,981 | +5.6% | 0.16% | -11.2% |
| MMM | Sell | 3M CO | $376,000 | +6.8% | 2,151 | -2.1% | 0.16% | -6.0% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $370,000 | +0.5% | 4,041 | -11.2% | 0.16% | -11.9% |
| LOW | Buy | LOWES COS INC | $366,000 | -1.1% | 2,283 | +2.2% | 0.15% | -13.0% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $364,000 | +15.2% | 2,662 | -0.4% | 0.15% | +1.3% |
| IVOO | Sell | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $333,000 | +18.1% | 2,144 | -4.5% | 0.14% | +3.7% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $330,000 | +11.9% | 4,607 | +100.0% | 0.14% | -1.4% |
| XBI | Buy | SPDR SER TRs&p biotech | $329,000 | +48.2% | 2,336 | +17.5% | 0.14% | +30.2% |
| PYPL | New | PAYPAL HLDGS INC | $326,000 | – | 1,390 | +100.0% | 0.14% | – |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $327,000 | +25.3% | 779 | +1.3% | 0.14% | +9.6% |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $321,000 | – | 3,150 | +100.0% | 0.14% | – |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $320,000 | +4.9% | 5,690 | 0.0% | 0.13% | -8.2% | |
| FISV | FISERV INC | $318,000 | +10.4% | 2,794 | 0.0% | 0.13% | -2.9% | |
| MO | Sell | ALTRIA GROUP INC | $317,000 | -5.4% | 7,743 | -10.7% | 0.13% | -16.9% |
| SJI | New | SOUTH JERSEY INDS INC | $306,000 | – | 14,183 | +100.0% | 0.13% | – |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $299,000 | -53.6% | 5,824 | -53.4% | 0.13% | -59.1% |
| SUB | New | ISHARES TRshrt nat mun etf | $300,000 | – | 2,775 | +100.0% | 0.13% | – |
| OCFC | Sell | OCEANFIRST FINL CORP | $297,000 | +9.6% | 15,950 | -19.5% | 0.12% | -3.8% |
| MRNA | New | MODERNA INC | $281,000 | – | 2,690 | +100.0% | 0.12% | – |
| WEC | WEC ENERGY GROUP INC | $279,000 | -5.1% | 3,030 | 0.0% | 0.12% | -17.0% | |
| EFG | ISHARES TReafe grwth etf | $273,000 | +12.3% | 2,704 | 0.0% | 0.12% | -0.9% | |
| ABT | Buy | ABBOTT LABS | $269,000 | +7.2% | 2,455 | +6.5% | 0.11% | -5.8% |
| XEL | XCEL ENERGY INC | $266,000 | -3.3% | 3,984 | 0.0% | 0.11% | -14.5% | |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $266,000 | +26.1% | 3,084 | +96.8% | 0.11% | +10.9% |
| ADSK | New | AUTODESK INC | $260,000 | – | 852 | +100.0% | 0.11% | – |
| DHR | Buy | DANAHER CORPORATION | $256,000 | +11.3% | 1,154 | +8.0% | 0.11% | -1.8% |
| EFV | ISHARES TReafe value etf | $254,000 | +17.1% | 5,387 | 0.0% | 0.11% | +2.9% | |
| GLD | Buy | SPDR GOLD TR | $254,000 | +7.6% | 1,425 | +6.9% | 0.11% | -5.3% |
| EXC | New | EXELON CORP | $254,000 | – | 6,005 | +100.0% | 0.11% | – |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $252,000 | -2.3% | 4,060 | -3.1% | 0.11% | -13.8% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $245,000 | +7.5% | 2,160 | +0.1% | 0.10% | -5.5% |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $246,000 | – | 730 | +100.0% | 0.10% | – |
| XLC | SELECT SECTOR SPDR TR | $245,000 | +13.4% | 3,634 | 0.0% | 0.10% | 0.0% | |
| VOO | Buy | VANGUARD INDEX FDS | $242,000 | +12.0% | 703 | +0.3% | 0.10% | -1.0% |
| FDX | New | FEDEX CORP | $235,000 | – | 906 | +100.0% | 0.10% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $236,000 | – | 1,585 | +100.0% | 0.10% | – |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $235,000 | -2.9% | 1,700 | -5.6% | 0.10% | -14.7% |
| USMV | ISHARES TRmsci usa min vol | $229,000 | +6.5% | 3,367 | 0.0% | 0.10% | -6.8% | |
| AMGN | Buy | AMGEN INC | $229,000 | -1.7% | 995 | +8.7% | 0.10% | -13.5% |
| BDX | BECTON DICKINSON & CO | $226,000 | +7.1% | 905 | 0.0% | 0.10% | -5.9% | |
| NVS | NOVARTIS AGsponsored adr | $226,000 | +8.7% | 2,396 | 0.0% | 0.10% | -4.0% | |
| COST | New | COSTCO WHSL CORP NEW | $220,000 | – | 585 | +100.0% | 0.09% | – |
| COP | Sell | CONOCOPHILLIPS | $218,000 | +7.9% | 5,450 | -11.2% | 0.09% | -5.2% |
| DKNG | Buy | DRAFTKINGS INC | $215,000 | -4.4% | 4,610 | +20.7% | 0.09% | -16.7% |
| CLX | New | CLOROX CO DEL | $209,000 | – | 1,035 | +100.0% | 0.09% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $206,000 | – | 3,988 | +100.0% | 0.09% | – |
| GE | Buy | GENERAL ELECTRIC CO | $208,000 | +76.3% | 19,243 | +1.6% | 0.09% | +55.4% |
| SSO | New | PROSHARES TR | $204,000 | – | 2,231 | +100.0% | 0.09% | – |
| EFA | New | ISHARES TRmsci eafe etf | $205,000 | – | 2,808 | +100.0% | 0.09% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $202,000 | – | 3,401 | +100.0% | 0.08% | – |
| F | Buy | FORD MTR CO DEL | $178,000 | +49.6% | 20,237 | +13.7% | 0.08% | +31.6% |
| NCLH | Buy | NORWEGIAN CRUISE LINE HLDG L | $167,000 | +116.9% | 6,585 | +46.8% | 0.07% | +89.2% |
| PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $153,000 | +4.1% | 10,000 | 0.0% | 0.06% | -8.6% | |
| QLGN | New | QUALIGEN THERAPEUTICS INC | $60,000 | – | 19,957 | +100.0% | 0.02% | – |
| AAPL | New | APPLE INCcall | $56,000 | – | 1,600 | +100.0% | 0.02% | – |
| ETM | ENTERCOM COMMUNICATIONS CORPcl a | $51,000 | +54.5% | 20,625 | 0.0% | 0.02% | +31.2% | |
| NCLH | Sell | NORWEGIAN CRUISE LINE HLDG Lcall | $32,000 | +77.8% | 7,900 | -15.1% | 0.01% | +44.4% |
| BABA | New | ALIBABA GROUP HLDG LTDcall | $30,000 | – | 900 | +100.0% | 0.01% | – |
| MTNB | MATINAS BIOPHARMA HLDGS INC | $14,000 | +75.0% | 10,000 | 0.0% | 0.01% | +50.0% | |
| DKNG | New | DRAFTKINGS INCcall | $0 | – | 400 | +100.0% | 0.00% | – |
| HLX | Exit | HELIX ENERGY SOLUTIONS GRP I | $0 | – | -20,401 | -100.0% | -0.02% | – |
| WST | Exit | WEST PHARMACEUTICAL SVSC INC | $0 | – | -734 | -100.0% | -0.10% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -2,765 | -100.0% | -0.10% | – |
| DVY | Exit | ISHARES TRselect divid etf | $0 | – | -2,695 | -100.0% | -0.10% | – |
| QID | Exit | PROSHARES TRultshrt qqq | $0 | – | -86,500 | -100.0% | -0.39% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-27
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.