Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CRA FINANCIAL SERVICES LLC 10-13-2023 09-30-2023 203 363,327,743
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $35,543,230 207,600 0.01 0.01 806 0.39 09-30-2023
SCHWAB STRATEGIC TR US DIVIDEND EQ 2 $21,729,170 307,083 0.01 0.01 8,161 2.73 09-30-2023
AMAZON COM INC COM 3 $17,608,154 138,516 0.00 0.00 96 0.07 09-30-2023
SCHWAB STRATEGIC TR US LCAP GR ETF 4 $16,021,996 220,324 0.00 0.00 7,477 3.51 09-30-2023
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