0001221073-19-000018.txt : 20190208 0001221073-19-000018.hdr.sgml : 20190208 20190207190245 ACCESSION NUMBER: 0001221073-19-000018 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190208 DATE AS OF CHANGE: 20190207 EFFECTIVENESS DATE: 20190208 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: 19576859 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 13F-HR LIVE false false false 0001765594 XXXXXXXX 12-31-2018 12-31-2018 CRA Financial Services, LLC

332 TILTON ROAD NORTHFIELD NJ 08225

13F HOLDINGS REPORT 028-19056 N DONNA SAVASTANI 609 380-3500 /s/DONNA SAVASTANI NORTHFIELD NJ 02-05-2019 1 157 138541 false 01 0001086483 028-04587 ZACKS INVESTMENT MANAGEMENT INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y1014832537SHSOLE 88116560ABBVIE INCCOM00287Y1092302495SHSOLE 100914860ALIBABA GROUP HLDG LTDSPONSORED ADS01609W10211508390SHSOLE 676016300ALPHABET INCCAP STK CL A02079K3055452SHDFND015200ALPHABET INCCAP STK CL A02079K30526312518SHSOLE 102214960ALPHABET INCCAP STK CL C02079K1071817SHDFND011700ALPHABET INCCAP STK CL C02079K10712951250SHSOLE 23110190ALTRIA GROUP INCCOM02209S10350110146SHSOLE 527848680AMAZON COM INCCOM0231351067751SHDFND015100AMAZON COM INCCOM02313510678605233SHSOLE 286123720AMGEN INCCOM031162100166854SHSOLE 158390AMGEN INCCOM03116210048249SHDFND0124900ANHEUSER BUSCH INBEV SA/NVSPONSORED ADR03524A1083134750SHSOLE 260021500APPLE INCCOM03783310069436SHDFND0143600APPLE INCCOM037833100720345663SHSOLE 15134305290AT&T INCCOM00206R102521806SHDFND01180600AT&T INCCOM00206R10257019986SHSOLE 9965100210BANK AMER CORPCOM060505104127351650SHSOLE 37523141280BANK AMER CORPCOM060505104471927SHDFND01192700BERKSHIRE HATHAWAY INC DELCL A08467010812244SHSOLE 040BERKSHIRE HATHAWAY INC DELCL B NEW08467070219479538SHSOLE 372558130BOEING COCOM0970231059152838SHSOLE 102718110BP PLCSPONSORED ADR0556221042536678SHSOLE 90457740BROADCOM INCCOM11135F1014881919SHSOLE 11198000BROOKFIELD ASSET MGMT INCCL A LTD VT SH11258510438410000SHSOLE 1000000CATERPILLAR INC DELCOM14912310137293SHDFND0129300CATERPILLAR INC DELCOM1491231015504328SHSOLE 119031380CHEVRON CORP NEWCOM16676410065596SHDFND0159600CHEVRON CORP NEWCOM166764100123211324SHSOLE 399273320CISCO SYS INCCOM17275R1022385491SHSOLE 217033210CISCO SYS INCCOM17275R102701604SHDFND01160400COCA COLA COCOM19121610056411911SHSOLE 545864540COMCAST CORP NEWCL A20030N10149714583SHSOLE 902255610CONOCOPHILLIPSCOM20825C1044407055SHSOLE 209049650DEERE & COCOM2441991053112085SHSOLE 18292560DISNEY WALT COCOM DISNEY25468710648438SHDFND0143800DISNEY WALT COCOM DISNEY254687106138312614SHSOLE 390787070DOMINION ENERGY INCCOM25746U1092793900SHSOLE 280011000DOWDUPONT INCCOM26078J1004197829SHSOLE 248053490DUKE ENERGY CORP NEWCOM NEW26441C2042092418SHSOLE 28021380EXXON MOBIL CORPCOM30231G102162923884SHSOLE 7544163400FACEBOOK INCCL A30303M102145811123SHSOLE 362974940FIDELITYDIVID ETF RISI31609283238413380SHSOLE 588075000FIDELITYMSCI FINLS IDX31609250135410252SHSOLE 496552870FIDELITY COMWLTH TRNDQ CP IDX TRK31591280811654480SHSOLE 245520250FORD MTR CO DELCOM PAR $0.0134537086015520214SHSOLE 3768164460GENERAL ELECTRIC COCOM36960410311214771SHSOLE 2239125320GENERAL MTRS COCOM37045V1002056124SHSOLE 357425500GOLDMAN SACHS ETF TRACCESS HIG YLD3814304533507615SHSOLE 400736080HOME DEPOT INCCOM437076102176810287SHSOLE 864816390HOME DEPOT INCCOM43707610269401SHDFND0140100HONEYWELL INTL INCCOM43851610643322SHDFND0132200HONEYWELL INTL INCCOM4385161066354808SHSOLE 338214260INTEL CORPCOM458140100611291SHDFND01129100INTEL CORPCOM45814010050610786SHSOLE 366371230INTERNATIONAL BUSINESS MACHSCOM4592001014634070SHSOLE 16139090INTL PAPER COCOM46014610354913593SHSOLE 451090830INVESCO EXCHANGE TRADED FD TFTSE RAFI 100046137V6133693629SHSOLE 165419750INVESCO EXCHANGE TRADED FD TS&P500 EQL HLT46137V3325653181SHSOLE 192612560INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT46137V3575856399SHSOLE 283435650INVESCO EXCHNG TRADED FD TRPFD ETF46138E51113810250SHSOLE 650037500INVESCO EXCHNG TRADED FD TRS&P500 LOW VOL46138E3542775932SHSOLE 164042920INVESCO QQQ TRUNIT SER 146090E103329321350SHSOLE 9995113560ISHARES SILVER TRUSTISHARES46428Q10925117271SHSOLE 1445158260ISHARES TRCORE DIV GRWTH46434V62161518532SHSOLE 7643108890ISHARES TRCORE HIGH DV ETF46429B663303535967SHSOLE 13245227230ISHARES TRCORE S&P MCP ETF464287507331619966SHSOLE 1149384730ISHARES TRCORE S&P SCP ETF464287804338448822SHSOLE 26779220430ISHARES TRCORE S&P500 ETF46428720017566979SHSOLE 384731320ISHARES TRCORE US AGGBD ET4642872269328753SHSOLE 84812720ISHARES TREAFE GRWTH ETF4642888852373425SHSOLE 342500ISHARES TREAFE VALUE ETF464288877288463780SHSOLE 31822319580ISHARES TRMSCI EAFE ETF4642874653666220SHSOLE 401422060ISHARES TRMSCI EMG MKT ETF4642872342436217SHSOLE 331129060ISHARES TRMSCI KLD400 SOC4642885702142304SHSOLE 023040ISHARES TRNATIONAL MUN ETF4642884142091915SHSOLE 191500ISHARES TRRUS 1000 GRW ETF4642876149036900SHSOLE 494419560ISHARES TRRUS 1000 VAL ETF4642875982582323SHSOLE 13619620ISHARES TRRUSSELL 2000 ETF4642876553422552SHSOLE 18147380ISHARES TRRUSSELL 3000 ETF46428768995650SHSOLE 65000ISHARES TRRUSSELL 3000 ETF4642876892111435SHDFND01143500ISHARES TRS&P 100 ETF464287101134412050SHSOLE 12025250ISHARES TRS&P 500 GRWT ETF4642873093302190SHSOLE 16895010ISHARES TRS&P MC 400GR ETF4642876063781976SHSOLE 56514110ISHARES TRS&P MC 400VL ETF4642877052571859SHSOLE 17516840ISHARES TRUS AER DEF ETF4642887604822788SHSOLE 74920390ISHARES TRUSA MOMENTUM FCT46432F3965505490SHSOLE 164038500JOHNSON & JOHNSONCOM478160104134610427SHSOLE 302574010JOHNSON & JOHNSONCOM47816010446358SHDFND0135800JPMORGAN CHASE & COCOM46625H1005515642SHSOLE 179338490JPMORGAN CHASE & COCOM46625H10028285SHDFND0128500LILLY ELI & COCOM5324571085334602SHSOLE 38387640LOCKHEED MARTIN CORPCOM539830109260993SHSOLE 2257680MARATHON PETE CORPCOM56585A1022323926SHSOLE 30009260MASTERCARD INCORPORATEDCL A57636Q10412966870SHSOLE 285040200MATINAS BIOPHARMA HLDGS INCCOM576810105610000SHSOLE 1000000MCDONALDS CORPCOM5801351015683201SHSOLE 151916820MEDICAL PPTYS TRUST INCCOM58463J30416110000SHSOLE 700030000MERCK & CO INCCOM58933Y105831091SHDFND01109100MERCK & CO INCCOM58933Y1054646076SHSOLE 337627000MICROSOFT CORPCOM59491810472706SHDFND0170600MICROSOFT CORPCOM594918104213721039SHSOLE 1564753920NETFLIX INCCOM64110L1064341622SHSOLE 50711150NEXTERA ENERGY INCCOM65339F1019285338SHSOLE 147338650OPKO HEALTH INCCOM68375N1039130255SHSOLE 3025500PAYCHEX INCCOM7043261073285042SHSOLE 43377050PEPSICO INCCOM71344810870635SHDFND0163500PEPSICO INCCOM7134481086565939SHSOLE 137345660PFIZER INCCOM7170811034009160SHSOLE 363755230PFIZER INCCOM717081103551250SHDFND01125000PHILIP MORRIS INTL INCCOM7181721093515261SHSOLE 210531560PNC FINL SVCS GROUP INCCOM6934751052992556SHSOLE 97015860PPL CORPCOM69351T10699435090SHSOLE 17525175650PROCTER AND GAMBLE COCOM74271810974800SHDFND0180000PROCTER AND GAMBLE COCOM7427181097758432SHSOLE 429541370QUALCOMM INCCOM7475251035399466SHSOLE 427251940SCHWAB STRATEGIC TRINTL EQTY ETF80852480572825663SHSOLE 253812820SCHWAB STRATEGIC TRUS AGGREGATE B8085248392625182SHSOLE 222529570SCHWAB STRATEGIC TRUS BRD MKT ETF808524102115219220SHSOLE 1570135190SCHWAB STRATEGIC TRUS DIVIDEND EQ808524797376080056SHSOLE 67307127490SCHWAB STRATEGIC TRUS LCAP GR ETF808524300299843489SHSOLE 3666368260SCHWAB STRATEGIC TRUS MID-CAP ETF80852450862513038SHSOLE 1054324950SCHWAB STRATEGIC TRUS TIPS ETF8085248705009396SHSOLE 529041060SELECT SECTOR SPDR TRENERGY81369Y5063375875SHSOLE 470011750SELECT SECTOR SPDR TRSBI INT-INDS81369Y7042684165SHSOLE 271014550SELECT SECTOR SPDR TRSBI INT-UTILS81369Y88665912452SHSOLE 400284500SOUTH JERSEY INDS INCCOM83851810828910409SHSOLE 365567540SPDR DOW JONES INDL AVRG ETFUT SER 178467X10911424895SHSOLE 197529200SPDR S&P 500 ETF TRTR UNIT78462F10322979191SHSOLE 325559370SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y107268886SHSOLE 4274590SPDR SERIES TRUSTS&P DIVID ETF78464A763610768217SHSOLE 32636355820TORONTO DOMINION BK ONTCOM NEW8911605094208442SHSOLE 10083420UNITED PARCEL SERVICE INCCL B9113121063924015SHSOLE 96030550UNITEDHEALTH GROUP INCCOM91324P10286346SHDFND0134600UNITEDHEALTH GROUP INCCOM91324P1023491399SHSOLE 17012290VANGUARD ADMIRAL FDS INCMIDCP 400 IDX9219328852342094SHSOLE 11449500VANGUARD ADMIRAL FDS INCSMLLCP 600 IDX921932828127110108SHSOLE 517449340VANGUARD BD INDEX FD INCTOTAL BND MRKT921937835156319731SHSOLE 535191960VANGUARD GROUPDIV APP ETF921908844748376391SHSOLE 34331420610VANGUARD INDEX FDSGROWTH ETF9229087363502602SHSOLE 260200VANGUARD INDEX FDSMID CAP ETF92290862913819994SHSOLE 525047440VANGUARD INDEX FDSREAL ESTATE ETF922908553127217055SHSOLE 886981860VANGUARD INDEX FDSSMALL CP ETF922908751653249489SHSOLE 17804316850VANGUARD INDEX FDSTOTAL STK MKT9229087697555919SHSOLE 241535040VANGUARD INDEX FDSVALUE ETF9229087444594685SHSOLE 42893960VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870178421530SHSOLE 6885146450VANGUARD WHITEHALL FDS INCHIGH DIV YLD9219464066268030SHSOLE 560724230VANGUARD WORLD FDSHEALTH CAR ETF92204A5048145068SHSOLE 237526930VANGUARD WORLD FDSINF TECH ETF92204A7023762253SHSOLE 022530VERIZON COMMUNICATIONS INCCOM92343V1044648245SHSOLE 147067750VISA INCCOM CL A92826C839216116381SHSOLE 719291890WALMART INCCOM93114210319199SHDFND0119900WALMART INCCOM9311421033363602SHSOLE 224113610WEC ENERGY GROUP INCCOM92939U1062103030SHSOLE 3030000WELLS FARGO CO NEWCOM9497461013457477SHSOLE 447730000WESTWATER RES INCCOM961684107214544SHSOLE 1454400WISDOMTREE TREUROPE HEDGED EQ97717X7013706550SHSOLE 295235980