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Home > Institutional Investor > Cra Financial Services, Llc > Profile

Instuitional Investor - Cra Financial Services, Llc

Fund Profile
Filing Period:
Fund Name: Cra Financial Services, Llc
Portfolio Value $654,143,279
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 203,169 $41,684,208 6.37%
2.
Schwab Strategic Trust
 FNDF 1,198,977 $31,772,887 4.86%
3.
Schwab Strategic Trust
 FNDF 1,021,763 $29,845,697 4.56%
4.
Amazon Com Inc
 AMZN 135,493 $29,725,846 4.54%
5.
Invesco Qqq Tr
 41,401 $22,838,373 3.49%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)