Cra Financial Services, LLC ETFs

Cra Financial Services, LLC

$606 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWP Ishares Russell Mid Cap Growth	$0	$339,000 0.06% of portfolio	2,448	Q2 2025 Reduced 6.85%
ITOT Ishares Core S&P Total U.S. St	$0	$338,000 0.06% of portfolio	2,504	Q2 2025 Reduced 0.99%
IJJ Ishares S&P Midcap 400 Value E	$0	$337,000 0.06% of portfolio	2,727	Q4 2024 Reduced 2.12%
JEPI J P Morgan Exchange Traded Fd	$0	$335,000 0.06% of portfolio	5,907	Q2 2025 Added 3.5%
IJT Ishares S&P Small Cap 600 Grow	$0	$325,000 0.05% of portfolio	2,450	Q2 2025 Reduced 2.0%
QLD Proshares Ultra Qqq	$0	$324,000 0.05% of portfolio	2,754	Q2 2025 Added 3.77%
FNDX Schwab Fundamental U S Large C	$0	$319,000 0.05% of portfolio	13,022	Q2 2025 Added 45.97%
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$313,000 0.05% of portfolio	4,305	Q1 2025 Added 0.09%
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$307,000 0.05% of portfolio	5,575	Q2 2025 Reduced 2.19%
BJUN Innovator U.S. Equity Buffer E	$0	$272,000 0.04% of portfolio	6,965	Q2 2025 Added 15.6%
VDE Vanguard Energy ETF	$0	$265,000 0.04% of portfolio	2,217	Q1 2025 New
JAVA Jp Morgan ETF Fd Tr Active Val	$0	$265,000 0.04% of portfolio	4,061	Q2 2025 Added 21.73%
DSI Ishares Msci Kld 400 Social Et	$0	$264,000 0.04% of portfolio	2,275	Q1 2025 Reduced 5.52%
CGGR Capital Group Growth ETF Shs C	$0	$250,000 0.04% of portfolio	6,155	Q2 2025 Reduced 7.29%
AVUS American Centy ETF Tr Avantis	$0	$250,000 0.04% of portfolio	2,485	Q3 2024 Reduced 1.97%
MUB Ishares National Muni Bond ETF	$0	$249,000 0.04% of portfolio	2,390	Q3 2024 Reduced 11.15%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$249,000 0.04% of portfolio	3,338	Q2 2025 Added 0.03%
BSMP Invesco Bulletshares 2025 Muni	$0	$245,000 0.04% of portfolio	10,000	Q1 2025 Reduced 37.5%
IAPR Innovator Etfs Tr Internationa	$0	$239,000 0.04% of portfolio	8,180	Q2 2025 New
XLC Select Sector Spdr Tr Communic	$0	$239,000 0.04% of portfolio	2,203	Q4 2024 Reduced 6.37%
EFG Msci Eafe Growth ETF	$0	$238,000 0.04% of portfolio	2,125	Q3 2024 Reduced 6.22%
VOT Vanguard Mid Cap Growth Index	$0	$238,000 0.04% of portfolio	837	Q2 2025 Reduced 4.78%
IWV Ishares Russell 3000 ETF	$0	$231,000 0.04% of portfolio	660	Q1 2025 Added 1.54%
EFA Ishares Tr Msci Eafe ETF	$0	$225,000 0.04% of portfolio	2,527	Q2 2025 Added 0.48%
BIV Vanguard Bd Index Fd Inc Inter	$0	$224,000 0.04% of portfolio	2,900	Q2 2025 New
FENY Fidelity Covington Tr Msci Ene	$0	$221,000 0.04% of portfolio	9,450	Q2 2025 Reduced 1.31%
PMAY Innovator Etfs Tr S&P 500 Pwr	$0	$220,000 0.04% of portfolio	5,825	Q2 2025 Reduced 4.9%
SPXL Direxion Daily S&P 500 Bull 3 X	$0	$213,000 0.04% of portfolio	1,231	Q2 2025 New
UNOV Earth Science Tech, Inc.	$0	$212,000 0.03% of portfolio	5,875	Q2 2025 New
SCHE Schwab Strategic Tr Us Emergin	$0	$211,000 0.03% of portfolio	7,007	Q2 2025 New
RYH Invesco S&P 500 Equal Weight H	$0	$0 0.0% of portfolio	17,106	Q2 2025 Reduced 8.65%

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