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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 $584,414,109
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 202,756 $45,038,265 7.71%
2.
Schwab Strategic Trust
 FNDF 1,128,909 $31,564,285 5.4%
3.
Amazon Com Inc
 AMZN 135,250 $25,732,697 4.4%
4.
Schwab Strategic Trust
 FNDF 981,545 $24,577,893 4.21%
5.
Invesco Qqq Tr
 39,751 $18,639,970 3.19%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)