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 |
|---|---|---|---|---|---|---|---|---|---|
| PROCTER AND GAMBLE CO | COM | 51 | $1,930,907 | 11,901 | 0.00 | 0.00 | -276 | -2.27 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 52 | $1,869,644 | 51,086 | 0.00 | 0.00 | -6,895 | -11.89 | 03-31-2024 |
| MERCK & CO INC | COM | 53 | $1,856,798 | 14,072 | 0.00 | 0.00 | -227 | -1.59 | 03-31-2024 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 54 | $1,776,615 | 17,504 | 0.00 | 0.00 | -36 | -0.21 | 03-31-2024 |
