Cra Financial Services, LLC ETFs

Cra Financial Services, LLC

$544 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DFIV Dimensional ETF Tr	$0	$318,000 0.06% of portfolio	8,082	Q1 2025 New
IJT Ishares S&P Small Cap 600 Grow	$0	$311,000 0.06% of portfolio	2,500	Q2 2024 Added 2.63%
IWP Ishares Russell Mid Cap Growth	$0	$309,000 0.06% of portfolio	2,628	Q1 2025 Added 7.35%
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$309,000 0.06% of portfolio	5,700	Q1 2025 Added 1.79%
ITOT Ishares Core S&P Total U.S. St	$0	$308,000 0.06% of portfolio	2,529	Q1 2025 Reduced 11.7%
VDE Vanguard Energy ETF	$0	$284,000 0.05% of portfolio	2,217	Q1 2025 New
MUB Ishares National Muni Bond ETF	$0	$252,000 0.05% of portfolio	2,390	Q3 2024 Reduced 11.15%
BSMP Invesco Bulletshares 2025 Muni	$0	$244,000 0.04% of portfolio	10,000	Q1 2025 Reduced 37.5%
FENY Fidelity Covington Tr Msci Ene	$0	$244,000 0.04% of portfolio	9,575	Q1 2025 Added 1.32%
SCHX Schwab Strategic Tr Us Large C	$0	$237,000 0.04% of portfolio	10,793	Q1 2025 New
QLD Proshares Ultra Qqq	$0	$236,000 0.04% of portfolio	2,654	Q1 2025 Added 0.57%
BJUN Innovator U.S. Equity Buffer E	$0	$235,000 0.04% of portfolio	6,025	Q1 2024 Reduced 23.97%
JBBB Janus Detroit Str Tr Henderson	$0	$233,000 0.04% of portfolio	4,800	Q1 2025 New
DSI Ishares Msci Kld 400 Social Et	$0	$232,000 0.04% of portfolio	2,275	Q1 2025 Reduced 5.52%
AVUS American Centy ETF Tr Avantis	$0	$229,000 0.04% of portfolio	2,485	Q3 2024 Reduced 1.97%
CGGR Capital Group Growth ETF Shs C	$0	$227,000 0.04% of portfolio	6,639	Q1 2025 Added 7.6%
XVV Ishares Tr Esg Screened S&P 50	$0	$225,000 0.04% of portfolio	5,278	Q2 2024 New
SPTM Spdr Portfolio S&P 1500 Compos	$0	$225,000 0.04% of portfolio	3,337	Q1 2025 Reduced 8.4%
PMAY Innovator Etfs Tr S&P 500 Pwr	$0	$219,000 0.04% of portfolio	6,125	Q2 2024 New
VOT Vanguard Mid Cap Growth Index	$0	$214,000 0.04% of portfolio	879	Q1 2025 Added 4.27%
EFG Msci Eafe Growth ETF	$0	$212,000 0.04% of portfolio	2,125	Q3 2024 Reduced 6.22%
JAVA Jp Morgan ETF Fd Tr Active Val	$0	$211,000 0.04% of portfolio	3,336	Q1 2025 Added 3.28%
ESGU Ishares Trust Ishares Esg Awar	$0	$211,000 0.04% of portfolio	1,738	Q2 2024 New
XLC Select Sector Spdr Tr Communic	$0	$210,000 0.04% of portfolio	2,203	Q4 2024 Reduced 6.37%
IWV Ishares Russell 3000 ETF	$0	$208,000 0.04% of portfolio	660	Q1 2025 Added 1.54%
FNDX Schwab Fundamental U S Large C	$0	$208,000 0.04% of portfolio	8,921	Q1 2025 New
EFA Ishares Tr Msci Eafe ETF	$0	$205,000 0.04% of portfolio	2,515	Q1 2025 New
RYH Invesco S&P 500 Equal Weight H	$0	$0 0.0% of portfolio	18,726	Q1 2025 Reduced 14.46%

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