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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 101 | $804,980 | 25,195 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 102 | $799,314 | 12,175 | 0.00 | 0.00 | 2,180 | 21.81 | 03-31-2024 |
| COMCAST CORP NEW | CL A | 103 | $791,839 | 18,266 | 0.00 | 0.00 | -389 | -2.09 | 03-31-2024 |
| SPDR GOLD TR | GOLD SHS | 104 | $783,999 | 3,811 | 0.00 | 0.00 | -81 | -2.08 | 03-31-2024 |
