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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 $867,595,983
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 201,360 $58,265,554 6.72%
2.
Schwab Strategic Trust
 SCHD 1,220,811 $38,711,911 4.46%
3.
Schwab Strategic Trust
 SCHD 1,042,267 $35,270,316 4.07%
4.
Amazon Com Inc
 AMZN 136,860 $32,619,285 3.76%
5.
Invesco Qqq Tr
 43,243 $31,844,125 3.67%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.