Chief Compliance Officer

0001765594-24-000001.txt : 20240201 0001765594-24-000001.hdr.sgml : 20240201 20240131181731 ACCESSION NUMBER: 0001765594-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240201 DATE AS OF CHANGE: 20240131 EFFECTIVENESS DATE: 20240201 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CRA Financial Services, LLC CENTRAL INDEX KEY: 0001765594 ORGANIZATION NAME: 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: 24584316 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 12-31-2023 12-31-2023 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 01-31-2024 0 218 408665781 false INFORMATION TABLE 2 cra4q23.xml ABBOTT LABS COM 002824100 547452 4974 SH SOLE 4974 0 0 ABBVIE INC COM 00287Y109 1769382 11418 SH SOLE 11418 0 0 ADAMS DIVERSIFIED EQUITY FD COM 006212104 177100 10000 SH SOLE 10000 0 0 ADOBE INC COM 00724F101 356767 598 SH SOLE 598 0 0 ALPHABET INC CAP STK CL C 02079K107 3926183 27859 SH SOLE 27859 0 0 ALPHABET INC CAP STK CL A 02079K305 9182103 65732 SH SOLE 65732 0 0 ALTRIA GROUP INC COM 02209S103 235549 5839 SH SOLE 5839 0 0 AMAZON COM INC COM 023135106 21030927 138416 SH SOLE 138416 0 0 AMERICAN CENTY ETF TR AVANTIS US SMALL 025072323 568119 11126 SH SOLE 11126 0 0 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 533702 9240 SH SOLE 9240 0 0 AMERICAN CENTY ETF TR DIVERSIFIED MU 025072505 314474 6171 SH SOLE 6171 0 0 AMERICAN CENTY ETF TR SUSTAINABLE EQTY 025072752 252262 4250 SH 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SOLE 2764 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 628258 9920 SH SOLE 9920 0 0 SELECTIVE INS GROUP INC COM 816300107 290780 2923 SH SOLE 2923 0 0 SHELL PLC SPON ADS 780259305 279979 4255 SH SOLE 4255 0 0 SHOPIFY INC CL A 82509L107 236037 3030 SH SOLE 3030 0 0 SOUTHERN CO COM 842587107 210290 2999 SH SOLE 2999 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 1151666 3056 SH SOLE 3056 0 0 SPDR GOLD TR GOLD SHS 78463V107 790870 4137 SH SOLE 4137 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 6223383 13093 SH SOLE 13093 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 316605 624 SH SOLE 624 0 0 SPDR SER TR S&P DIVID ETF 78464A763 14761576 118121 SH SOLE 118121 0 0 STARBUCKS CORP COM 855244109 297439 3098 SH SOLE 3098 0 0 STRYKER CORPORATION COM 863667101 201237 672 SH SOLE 672 0 0 T ROWE PRICE ETF INC CAP APPRECIATION 87283Q867 327001 11835 SH SOLE 11835 0 0 TARGET CORP COM 87612E106 322785 2266 SH SOLE 2266 0 0 TESLA INC COM 88160R101 1934168 7784 SH SOLE 7784 0 0 TORONTO 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VANGUARD INDEX FDS TOTAL STK MKT 922908769 943187 3976 SH SOLE 3976 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1621358 19948 SH SOLE 19948 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 16463900 96619 SH SOLE 96619 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 436673 7534 SH SOLE 7534 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1054473 9446 SH SOLE 9446 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 230647 1967 SH SOLE 1967 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1242971 4958 SH SOLE 4958 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 1223068 2527 SH SOLE 2527 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 357709 9488 SH SOLE 9488 0 0 VISA INC COM CL A 92826C839 4487942 17238 SH SOLE 17238 0 0 WALMART INC COM 931142103 816272 5178 SH SOLE 5178 0 0 WEC ENERGY GROUP INC COM 92939U106 257308 3057 SH SOLE 3057 0 0 WISDOMTREE TR US LARGECAP DIVD 97717W307 2040964 30747 SH SOLE 30747 0 0 WISDOMTREE TR US QTLY DIV GRT 97717X669 5550811 78981 SH SOLE 78981 0 0