Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CRA FINANCIAL SERVICES LLC | 04-17-2024 | 03-31-2024 | 244 | 460,359,900 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $35,343,194 | 206,107 | 0.01 | 0.01 | -1,493 | -0.72 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 2 | $26,093,698 | 323,623 | 0.01 | 0.01 | 16,540 | 5.39 | 03-31-2024 |
| AMAZON COM INC | COM | 3 | $24,808,383 | 137,534 | 0.01 | 0.00 | -982 | -0.71 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 4 | $21,397,237 | 230,773 | 0.00 | 0.00 | 10,449 | 4.74 | 03-31-2024 |
