Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CRA FINANCIAL SERVICES LLC | 10-13-2023 | 09-30-2023 | 203 | 363,327,743 |
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 |