0001765594-23-000003.txt : 20230711
0001765594-23-000003.hdr.sgml : 20230711
20230711131025
ACCESSION NUMBER: 0001765594-23-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230711
DATE AS OF CHANGE: 20230711
EFFECTIVENESS DATE: 20230711
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CRA Financial Services, LLC
CENTRAL INDEX KEY: 0001765594
IRS NUMBER: 223672834
STATE OF INCORPORATION: NJ
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19056
FILM NUMBER: 231081755
BUSINESS ADDRESS:
STREET 1: 332 TILTON ROAD
CITY: NORTHFIELD
STATE: NJ
ZIP: 08225
BUSINESS PHONE: 609-380-3500
MAIL ADDRESS:
STREET 1: 332 TILTON ROAD
CITY: NORTHFIELD
STATE: NJ
ZIP: 08225
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001765594
XXXXXXXX
06-30-2023
06-30-2023
CRA Financial Services, LLC
332 TILTON ROAD
NORTHFIELD
NJ
08225
13F HOLDINGS REPORT
028-19056
000124004
801-62232
N
Donna Savastani
Chief Compliance Officer
(609) 380-3500
Donna Savastani
Northfield
NJ
07-11-2023
0
208
370020450
false
INFORMATION TABLE
2
cra2q23.xml
ABBOTT LABS
COM
002824100
381249
3497
SH
SOLE
3497
0
0
ABBVIE INC
COM
00287Y109
1217400
9036
SH
SOLE
9036
0
0
ADAMS DIVERSIFIED EQUITY FD
COM
006212104
168100
10000
SH
SOLE
10000
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
302685
619
SH
SOLE
619
0
0
ALPHABET INC
CAP STK CL A
02079K305
7869437
65743
SH
SOLE
65743
0
0
ALPHABET INC
CAP STK CL C
02079K107
3339994
27610
SH
SOLE
27610
0
0
ALTRIA GROUP INC
COM
02209S103
237716
5248
SH
SOLE
5248
0
0
AMAZON COM INC
COM
023135106
18044431
138420
SH
SOLE
138420
0
0
AMERICAN CENTY ETF TR
AVANTIS US SMALL
025072323
358900
7865
SH
SOLE
7865
0
0
AMERICAN CENTY ETF TR
US SML CP VALU
025072877
1007135
12977
SH
SOLE
12977
0
0
AMERICAN CENTY ETF TR
US EQT ETF
025072885
209208
2782
SH
SOLE
2782
0
0
AMERICAN CENTY ETF TR
DIVERSIFIED MU
025072505
359050
7181
SH
SOLE
7181
0
0
AMERICAN CENTY ETF TR
SUSTAINABLE EQTY
025072752
251257
4550
SH
SOLE
4550
0
0
AMERICAN CENTY ETF TR
US LARGE CAP VLU
025072349
211800
3970
SH
SOLE
3970
0
0
AMERICAN INTL GROUP INC
COM NEW
026874784
289196
5026
SH
SOLE
5026
0
0
AMGEN INC
COM
031162100
501765
2260
SH
SOLE
2260
0
0
APPLE INC
COM
037833100
40111840
206794
SH
SOLE
206794
0
0
AT&T INC
COM
00206R102
314211
19700
SH
SOLE
19700
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
347268
1580
SH
SOLE
1580
0
0
BANK AMERICA CORP
COM
060505104
1292600
45054
SH
SOLE
45054
0
0
BECTON DICKINSON & CO
COM
075887109
229174
868
SH
SOLE
868
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
1035620
2
SH
SOLE
2
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
3502719
10272
SH
SOLE
10272
0
0
BLACKROCK INC
COM
09247X101
255031
369
SH
SOLE
369
0
0
BLACKSTONE INC
COM
09260D107
212529
2286
SH
SOLE
2286
0
0
BOEING CO
COM
097023105
739234
3501
SH
SOLE
3501
0
0
BP PLC
SPONSORED ADR
055622104
282641
8009
SH
SOLE
8009
0
0
BROADCOM INC
COM
11135F101
1786629
2060
SH
SOLE
2060
0
0
BROOKFIELD CORP
CL A LTD VT SH
11271J107
446569
13271
SH
SOLE
13271
0
0
CATERPILLAR INC
COM
149123101
951721
3868
SH
SOLE
3868
0
0
CHEVRON CORP NEW
COM
166764100
1963095
12476
SH
SOLE
12476
0
0
CISCO SYS INC
COM
17275R102
582075
11250
SH
SOLE
11250
0
0
COCA COLA CO
COM
191216100
760916
12636
SH
SOLE
12636
0
0
COINBASE GLOBAL INC
COM CL A
19260Q107
207066
2894
SH
SOLE
2894
0
0
COMCAST CORP NEW
CL A
20030N101
786789
18936
SH
SOLE
18936
0
0
CONOCOPHILLIPS
COM
20825C104
477994
4613
SH
SOLE
4613
0
0
CONSTELLATION ENERGY CORP
COM
21037T109
255425
2790
SH
SOLE
2790
0
0
COSTCO WHSL CORP NEW
COM
22160K105
703663
1307
SH
SOLE
1307
0
0
CVS HEALTH CORP
COM
126650100
480498
6951
SH
SOLE
6951
0
0
DANAHER CORPORATION
COM
235851102
323760
1349
SH
SOLE
1349
0
0
DEERE & CO
COM
244199105
813360
2007
SH
SOLE
2007
0
0
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
25434V724
338997
9826
SH
SOLE
9826
0
0
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
764203
15868
SH
SOLE
15868
0
0
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
684044
25195
SH
SOLE
25195
0
0
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
403986
7372
SH
SOLE
7372
0
0
DISNEY WALT CO
COM
254687106
1610429
18038
SH
SOLE
18038
0
0
DNP SELECT INCOME FD INC
COM
23325P104
239041
22809
SH
SOLE
22809
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
314894
3509
SH
SOLE
3509
0
0
EXELON CORP
COM
30161N101
381489
9364
SH
SOLE
9364
0
0
EXXON MOBIL CORP
COM
30231G102
3795203
35387
SH
SOLE
35387
0
0
FEDEX CORP
COM
31428X106
459555
1854
SH
SOLE
1854
0
0
FIDELITY COMWLTH TR
NASDAQ COMPSIT
315912808
1703716
31504
SH
SOLE
31504
0
0
FIDELITY COVINGTON TRUST
MSCI ENERGY IDX
316092402
204980
9250
SH
SOLE
9250
0
0
FIDELITY COVINGTON TRUST
BLUE CHIP GRWTH
316092352
265965
8940
SH
SOLE
8940
0
0
FIDELITY COVINGTON TRUST
DIVID ETF RISI
316092832
364735
8738
SH
SOLE
8738
0
0
FISERV INC
COM
337738108
358644
2843
SH
SOLE
2843
0
0
FORD MTR CO DEL
COM
345370860
511819
33828
SH
SOLE
33828
0
0
GENERAL MLS INC
COM
370334104
270160
3522
SH
SOLE
3522
0
0
GIBRALTAR INDS INC
COM
374689107
205119
3260
SH
SOLE
3260
0
0
GOLDMAN SACHS GROUP INC
COM
38141G104
250907
778
SH
SOLE
778
0
0
HOME DEPOT INC
COM
437076102
5457884
17570
SH
SOLE
17570
0
0
HONEYWELL INTL INC
COM
438516106
931675
4490
SH
SOLE
4490
0
0
INNOVATOR ETFS TR
US EQTY PWR BUF
45782C813
819227
23940
SH
SOLE
23940
0
0
INNOVATOR ETFS TR
US EQTY PWR BUF
45782C797
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10804
SH
SOLE
10804
0
0
INNOVATOR ETFS TR
GRWT100 PWR BUF
45782C276
299974
5852
SH
SOLE
5852
0
0
INNOVATOR ETFS TR
DEFINED WLT SHLD
45783Y855
4307332
154440
SH
SOLE
154440
0
0
INNOVATOR ETFS TR
US EQTY ACCELRT9
45783Y848
816554
31754
SH
SOLE
31754
0
0
INNOVATOR ETFS TR
GRWT100 PWR BUF
45782C615
341073
8195
SH
SOLE
8195
0
0
INNOVATOR ETFS TR
US SML CP PWR B
45782C599
245750
9075
SH
SOLE
9075
0
0
INNOVATOR ETFS TR
US EQTY BUF NOV
45782C581
664322
19555
SH
SOLE
19555
0
0
INNOVATOR ETFS TR
US EQTY PWR BUF
45782C573
2298488
67782
SH
SOLE
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0
0
INNOVATOR ETFS TR
US EQTY ULTRA BU
45782C565
494467
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SH
SOLE
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0
INNOVATOR ETFS TR
US EQTY PWR BUF
45782C540
3115049
93601
SH
SOLE
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0
INNOVATOR ETFS TR
US EQTY BUF DEC
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831403
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SH
SOLE
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0
INNOVATOR ETFS TR
GRWT100 PWR BF
45782C466
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SH
SOLE
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0
0
INNOVATOR ETFS TR
US EQTY PWR BUF
45782C417
386876
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SH
SOLE
12565
0
0
INNOVATOR ETFS TR
GRWT100 PWR BF
45782C334
334937
8034
SH
SOLE
8034
0
0
INNOVATOR ETFS TR
US EQTY PWR BUF
45782C318
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14175
SH
SOLE
14175
0
0
INNOVATOR ETFS TR
US EQTY PWR BUF
45782C508
2808835
80001
SH
SOLE
80001
0
0
INNOVATOR ETFS TR
US EQTY BUFR JAN
45782C409
564252
14959
SH
SOLE
14959
0
0
INNOVATOR ETFS TR
US EQT PWR BUF
45782C870
1166475
37750
SH
SOLE
37750
0
0
INNOVATOR ETFS TR
US EQT BUFR APR
45782C888
215570
6023
SH
SOLE
6023
0
0
INNOVATOR ETFS TR
US EQTY PWR BUF
45782C748
1410740
44545
SH
SOLE
44545
0
0
INNOVATOR ETFS TR
US EQTY BUFR JUN
45782C755
265884
7925
SH
SOLE
7925
0
0
INNOVATOR ETFS TR
US EQTY PWR BF
45782C680
342545
10979
SH
SOLE
10979
0
0
INNOVATOR ETFS TR
US EQTY PWR BUF
45782C656
296287
9058
SH
SOLE
9058
0
0
INTEL CORP
COM
458140100
293634
8781
SH
SOLE
8781
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
530401
3964
SH
SOLE
3964
0
0
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
46138G649
255478
1681
SH
SOLE
1681
0
0
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
46138E354
268093
4268
SH
SOLE
4268
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
46137V332
850247
2853
SH
SOLE
2853
0
0
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
422050
2579
SH
SOLE
2579
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
2673782
17868
SH
SOLE
17868
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
12353242
33440
SH
SOLE
33440
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
4247006
16242
SH
SOLE
16242
0
0
ISHARES TR
S&P MC 400VL ETF
464287705
302848
2827
SH
SOLE
2827
0
0
ISHARES TR
S&P MC 400GR ETF
464287606
436500
5820
SH
SOLE
5820
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
2532803
25417
SH
SOLE
25417
0
0
ISHARES TR
S&P SML 600 GWT
464287887
258248
2247
SH
SOLE
2247
0
0
ISHARES TR
S&P 500 VAL ETF
464287408
539825
3349
SH
SOLE
3349
0
0
ISHARES TR
CORE S&P500 ETF
464287200
9719558
21807
SH
SOLE
21807
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
604331
3829
SH
SOLE
3829
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
2433527
8843
SH
SOLE
8843
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
571735
3053
SH
SOLE
3053
0
0
ISHARES TR
CORE US AGGBD ET
464287226
241956
2470
SH
SOLE
2470
0
0
ISHARES TR
SELECT DIVID ETF
464287168
739396
6526
SH
SOLE
6526
0
0
ISHARES TR
RUS MID CAP ETF
464287499
269886
3696
SH
SOLE
3696
0
0
ISHARES TR
RUS MD CP GR ETF
464287481
242058
2505
SH
SOLE
2505
0
0
ISHARES TR
EAFE VALUE ETF
464288877
263640
5387
SH
SOLE
5387
0
0
ISHARES TR
EAFE GRWTH ETF
464288885
216199
2266
SH
SOLE
2266
0
0
ISHARES TR
NATIONAL MUN ETF
464288414
287104
2690
SH
SOLE
2690
0
0
ISHARES TR
CORE S&P TTL STK
464287150
291476
2979
SH
SOLE
2979
0
0
ISHARES TR
MSCI KLD400 SOC
464288570
202676
2408
SH
SOLE
2408
0
0
ISHARES TR
US AER DEF ETF
464288760
441355
3783
SH
SOLE
3783
0
0
ISHARES TR
MSCI USA MMENTM
46432F396
596041
4132
SH
SOLE
4132
0
0
ISHARES TR
CORE HIGH DV ETF
46429B663
2949569
29265
SH
SOLE
29265
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
812233
12033
SH
SOLE
12033
0
0
ISHARES TR
CORE DIV GRWTH
46434V621
972989
18882
SH
SOLE
18882
0
0
J P MORGAN EXCHANGE TRADED F
BETABUILDERS US
46641Q241
226282
4900
SH
SOLE
4900
0
0
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46641Q332
218241
3944
SH
SOLE
3944
0
0
JANUS DETROIT STR TR
HENDRSON AAA CL
47103U845
219591
4405
SH
SOLE
4405
0
0
JOHNSON & JOHNSON
COM
478160104
1789027
10809
SH
SOLE
10809
0
0
JPMORGAN CHASE & CO
COM
46625H100
1474219
10136
SH
SOLE
10136
0
0
LILLY ELI & CO
COM
532457108
1976121
4214
SH
SOLE
4214
0
0
LINDE PLC
SHS
G54950103
240843
632
SH
SOLE
632
0
0
LOCKHEED MARTIN CORP
COM
539830109
1045210
2270
SH
SOLE
2270
0
0
LOWES COS INC
COM
548661107
552739
2449
SH
SOLE
2449
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
2839258
7219
SH
SOLE
7219
0
0
MATINAS BIOPHARMA HLDGS INC
COM
576810105
3600
10000
SH
SOLE
10000
0
0
MCDONALDS CORP
COM
580135101
1454711
4875
SH
SOLE
4875
0
0
MCKESSON CORP
COM
58155Q103
237584
556
SH
SOLE
556
0
0
MERCK & CO INC
COM
58933Y105
1676783
14531
SH
SOLE
14531
0
0
META PLATFORMS INC
CL A
30303M102
3892597
13564
SH
SOLE
13564
0
0
MICROSOFT CORP
COM
594918104
14015443
41157
SH
SOLE
41157
0
0
NETFLIX INC
COM
64110L106
973042
2209
SH
SOLE
2209
0
0
NEXTERA ENERGY INC
COM
65339F101
2294229
30920
SH
SOLE
30920
0
0
NOVO-NORDISK A S
ADR
670100205
205200
1268
SH
SOLE
1268
0
0
NVIDIA CORPORATION
COM
67066G104
3778057
8931
SH
SOLE
8931
0
0
OCEANFIRST FINL CORP
COM
675234108
382563
24492
SH
SOLE
24492
0
0
ORACLE CORP
COM
68389X105
246979
2074
SH
SOLE
2074
0
0
PALO ALTO NETWORKS INC
COM
697435105
740979
2900
SH
SOLE
2900
0
0
PAYCHEX INC
COM
704326107
585416
5233
SH
SOLE
5233
0
0
PELOTON INTERACTIVE INC
CL A COM
70614W100
77169
10035
SH
SOLE
10035
0
0
PEPSICO INC
COM
713448108
1331419
7188
SH
SOLE
7188
0
0
PFIZER INC
COM
717081103
692114
18869
SH
SOLE
18869
0
0
PHILIP MORRIS INTL INC
COM
718172109
386868
3963
SH
SOLE
3963
0
0
PNC FINL SVCS GROUP INC
COM
693475105
201807
1602
SH
SOLE
1602
0
0
PPL CORP
COM
69351T106
730243
27598
SH
SOLE
27598
0
0
PRINCIPAL FINANCIAL GROUP IN
COM
74251V102
227520
3000
SH
SOLE
3000
0
0
PROCTER AND GAMBLE CO
COM
742718109
1685012
11105
SH
SOLE
11105
0
0
PROSHARES TR
PSHS ULT S&P 500
74347R107
294297
5061
SH
SOLE
5061
0
0
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
271207
4332
SH
SOLE
4332
0
0
QUALCOMM INC
COM
747525103
1059187
8898
SH
SOLE
8898
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
331636
3385
SH
SOLE
3385
0
0
REPUBLIC FIRST BANCORP INC
COM
760416107
48465
53850
SH
SOLE
53850
0
0
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
2527118
35578
SH
SOLE
35578
0
0
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
294031
6118
SH
SOLE
6118
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
21707688
298922
SH
SOLE
298922
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
2662662
51502
SH
SOLE
51502
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
4080600
114463
SH
SOLE
114463
0
0
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
1588561
36269
SH
SOLE
36269
0
0
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
15952900
212847
SH
SOLE
212847
0
0
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
246940
3681
SH
SOLE
3681
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
790676
9741
SH
SOLE
9741
0
0
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
403932
11983
SH
SOLE
11983
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
291643
2718
SH
SOLE
2718
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
449220
2584
SH
SOLE
2584
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
450429
3394
SH
SOLE
3394
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
654098
9995
SH
SOLE
9995
0
0
SELECTIVE INS GROUP INC
COM
816300107
290057
3023
SH
SOLE
3023
0
0
SHELL PLC
SPON ADS
780259305
256917
4255
SH
SOLE
4255
0
0
SOUTHERN CO
COM
842587107
207238
2950
SH
SOLE
2950
0
0
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
1033223
3005
SH
SOLE
3005
0
0
SPDR GOLD TR
GOLD SHS
78463V107
693827
3892
SH
SOLE
3892
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
5713095
12888
SH
SOLE
12888
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
301234
629
SH
SOLE
629
0
0
SPDR SER TR
S&P DIVID ETF
78464A763
14874042
121342
SH
SOLE
121342
0
0
STARBUCKS CORP
COM
855244109
303916
3068
SH
SOLE
3068
0
0
STRYKER CORPORATION
COM
863667101
205020
672
SH
SOLE
672
0
0
TARGET CORP
COM
87612E106
298824
2266
SH
SOLE
2266
0
0
TESLA INC
COM
88160R101
2090757
7987
SH
SOLE
7987
0
0
TORONTO DOMINION BK ONT
COM NEW
891160509
543090
8758
SH
SOLE
8758
0
0
TRAVELERS COMPANIES INC
COM
89417E109
210997
1215
SH
SOLE
1215
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
926675
5170
SH
SOLE
5170
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
1527939
3179
SH
SOLE
3179
0
0
VANGUARD ADMIRAL FDS INC
MIDCP 400 IDX
921932885
409833
4628
SH
SOLE
4628
0
0
VANGUARD ADMIRAL FDS INC
SMLLCP 600 IDX
921932828
1607126
17490
SH
SOLE
17490
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
636671
1563
SH
SOLE
1563
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
10265636
51615
SH
SOLE
51615
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
1178528
4165
SH
SOLE
4165
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
1244361
8757
SH
SOLE
8757
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
5791298
26305
SH
SOLE
26305
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
907523
10861
SH
SOLE
10861
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
919889
4176
SH
SOLE
4176
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
930578
11775
SH
SOLE
11775
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
16071095
98942
SH
SOLE
98942
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
422310
7530
SH
SOLE
7530
0
0
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
963913
9088
SH
SOLE
9088
0
0
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
1226548
5010
SH
SOLE
5010
0
0
VANGUARD WORLD FDS
ENERGY ETF
92204A306
222013
1967
SH
SOLE
1967
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
1117338
2527
SH
SOLE
2527
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
422166
11352
SH
SOLE
11352
0
0
VISA INC
COM CL A
92826C839
4095479
17246
SH
SOLE
17246
0
0
WALMART INC
COM
931142103
809878
5153
SH
SOLE
5153
0
0
WEC ENERGY GROUP INC
COM
92939U106
267367
3030
SH
SOLE
3030
0
0
WISDOMTREE TR
US LARGECAP DIVD
97717W307
2027586
31880
SH
SOLE
31880
0
0
WISDOMTREE TR
US QTLY DIV GRT
97717X669
4114492
61724
SH
SOLE
61724
0
0
XCEL ENERGY INC
COM
98389B100
247685
3984
SH
SOLE
3984
0
0