0001221073-19-000037.txt : 20190415 0001221073-19-000037.hdr.sgml : 20190415 20190412173639 ACCESSION NUMBER: 0001221073-19-000037 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190415 DATE AS OF CHANGE: 20190412 EFFECTIVENESS DATE: 20190415 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: 19747156 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 true false 0001765594 XXXXXXXX 03-31-2019 03-31-2019 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 04-11-2019 1 169 153478 false 1 0001086483 028-04587 ZACKS INVESTMENT MANAGEMENT INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y1015272537SHSOLE 88116560ABBVIE INCCOM00287Y1092493093SHSOLE 155715360ALIBABA GROUP HLDG LTDSPONSORED ADS01609W10214908165SHSOLE 653516300ALPHABET INCCAP STK CL A02079K3056152SHDFND015200ALPHABET INCCAP STK CL A02079K30529162478SHSOLE 101214660ALPHABET INCCAP STK CL C02079K1072017SHDFND011700ALPHABET INCCAP STK CL C02079K10714081200SHSOLE 18110190ALTRIA GROUP INCCOM02209S10379013760SHSOLE 828454760AMAZON COM INCCOM0231351069151SHDFND015100AMAZON COM INCCOM02313510693245236SHSOLE 287223640AMERICAN INTL GROUP INCCOM NEW0268747842165026SHSOLE 5001250AMGEN INCCOM03116210047249SHDFND0124900AMGEN INCCOM031162100174916SHSOLE 778390ANHEUSER BUSCH INBEV SA/NVSPONSORED ADR03524A1083994750SHSOLE 260021500APPLE INCCOM03783310076402SHDFND0140200APPLE INCCOM037833100858545195SHSOLE 15302298930AT&T INCCOM00206R102501585SHDFND01158500AT&T INCCOM00206R10279825436SHSOLE 14916105190BANK AMER CORPCOM060505104692500SHDFND01250000BANK AMER CORPCOM060505104161858628SHSOLE 45851127780BECTON DICKINSON & COCOM075887109220880SHSOLE 08800BERKSHIRE HATHAWAY INC DELCL A08467010812054SHSOLE 040BERKSHIRE HATHAWAY INC DELCL B NEW08467070218759333SHSOLE 357057630BOEING COCOM09702310512283219SHSOLE 131319060BP PLCSPONSORED ADR0556221042976783SHSOLE 100957740BROADCOM INCCOM11135F1015001663SHSOLE 11635000BROOKFIELD ASSET MGMT INCCL A LTD VT SH11258510446710000SHSOLE 1000000CATERPILLAR INC DELCOM14912310140293SHDFND0129300CATERPILLAR INC DELCOM1491231015864328SHSOLE 119031380CHEVRON CORP NEWCOM166764100135210978SHSOLE 379471840CHEVRON CORP NEWCOM16676410073596SHDFND0159600CISCO SYS INCCOM17275R102891645SHDFND01164500CISCO SYS INCCOM17275R1022865291SHSOLE 207032210COCA COLA COCOM19121610055811911SHSOLE 545864540COMCAST CORP NEWCL A20030N10156914241SHSOLE 888053610CONOCOPHILLIPSCOM20825C1044576840SHSOLE 187549650DEERE & COCOM2441991053332085SHSOLE 18292560DISNEY WALT COCOM DISNEY25468710653480SHDFND0148000DISNEY WALT COCOM DISNEY254687106141512740SHSOLE 414086000DOMINION ENERGY INCCOM25746U1093234215SHSOLE 280014150DOWDUPONT INCCOM26078J1003797108SHSOLE 175953490DUKE ENERGY CORP NEWCOM NEW26441C2042182419SHSOLE 28021390EXXON MOBIL CORPCOM30231G102186523078SHSOLE 7286157920FACEBOOK INCCL A30303M10219113SHDFND0111300FACEBOOK INCCL A30303M102179910794SHSOLE 352972650FIDELITYDIVID ETF RISI31609283239912630SHSOLE 533073000FIDELITYMSCI FINLS IDX3160925013739953SHSOLE 486550880FIDELITY COMWLTH TRNDQ CP IDX TRK31591280813534470SHSOLE 250019700FORD MTR CO DELCOM34537086015918114SHSOLE 2318157960GENERAL ELECTRIC COCOM36960410312512541SHSOLE 909116320GENERAL MTRS COCOM37045V1002596969SHSOLE 451924500HOME DEPOT INCCOM43707610277401SHDFND0140100HOME DEPOT INCCOM437076102202610558SHSOLE 86481482428HONEYWELL INTL INCCOM43851610651322SHDFND0132200HONEYWELL INTL INCCOM4385161067644808SHSOLE 338214260INTEL CORPCOM45814010057910786SHSOLE 361571710INTEL CORPCOM458140100771435SHDFND01143500INTERNATIONAL BUSINESS MACHSCOM4592001018035690SHSOLE 16263859205INTL PAPER COCOM46014610322486SHDFND0148600INTL PAPER COCOM46014610358312593SHSOLE 391086830INVESCO EXCHANGE TRADED FD TFTSE RAFI 100046137V6134113629SHSOLE 165419750INVESCO EXCHANGE TRADED FD TS&P500 EQL HLT46137V3326123099SHSOLE 153515640INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT46137V3576265998SHSOLE 273332650INVESCO EXCHNG TRADED FD TRPFD ETF46138E51114910250SHSOLE 650037500INVESCO EXCHNG TRADED FD TRS&P500 LOW VOL46138E3543125932SHSOLE 164042920INVESCO QQQ TRUNIT SER 146090E103381121214SHSOLE 10079111360ISHARES SILVER TRUSTISHARES46428Q10924517271SHSOLE 1445158260ISHARES TRCORE DIV GRWTH46434V62168118532SHSOLE 7643108890ISHARES TRCORE HIGH DV ETF46429B663332435629SHSOLE 12895227330ISHARES TRCORE MSCI EAFE46432F8422684403SHSOLE 42931100ISHARES TRCORE S&P MCP ETF464287507348818416SHSOLE 1139870180ISHARES TRCORE S&P SCP ETF464287804347445030SHSOLE 26724183060ISHARES TRCORE S&P TTL STK4642871502013117SHSOLE 78923280ISHARES TRCORE S&P500 ETF46428720020477193SHSOLE 404231510ISHARES TRCORE US AGGBD ET4642872263303025SHSOLE 302500ISHARES TREAFE GRWTH ETF4642888852653425SHSOLE 342500ISHARES TREAFE VALUE ETF4642888774629457SHSOLE 136580920ISHARES TRMSCI EAFE ETF4642874653034671SHSOLE 246522060ISHARES TRMSCI KLD400 SOC4642885702432304SHSOLE 023040ISHARES TRNATIONAL MUN ETF4642884142131915SHSOLE 191500ISHARES TRRUS 1000 GRW ETF4642876145693758SHSOLE 267310850ISHARES TRRUS 1000 VAL ETF4642875982892343SHSOLE 13819620ISHARES TRRUSSELL 2000 ETF4642876553692408SHSOLE 17896190ISHARES TRS&P 100 ETF464287101151012050SHSOLE 12025250ISHARES TRS&P 500 GRWT ETF4642873093832220SHSOLE 17195010ISHARES TRS&P MC 400GR ETF4642876064351986SHSOLE 57514110ISHARES TRS&P MC 400VL ETF4642877052861819SHSOLE 17516440ISHARES TRUS AER DEF 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50710800NEXTERA ENERGY INCCOM65339F10111565977SHSOLE 14733865639NVIDIA CORPCOM67066G1042481380SHSOLE 7506300OPKO HEALTH INCCOM68375N1036525000SHSOLE 2500000PAYCHEX INCCOM7043261074045042SHSOLE 43377050PEPSICO INCCOM71344810881659SHDFND0165900PEPSICO INCCOM7134481087285939SHSOLE 147544640PFIZER INCCOM7170811033438070SHSOLE 254755230PFIZER INCCOM71708110320466SHDFND0146600PHILIP MORRIS INTL INCCOM7181721094445028SHSOLE 192231060PNC FINL SVCS GROUP INCCOM6934751052912375SHSOLE 97014050PPL CORPCOM69351T106110334740SHSOLE 17525172150PROCTER AND GAMBLE COCOM74271810986826SHDFND0182600PROCTER AND GAMBLE COCOM7427181098618277SHSOLE 430839690QUALCOMM INCCOM7475251035229147SHSOLE 395251950SCHWAB STRATEGIC TRINTL EQTY ETF80852480554817501SHSOLE 172192820SCHWAB STRATEGIC TRUS AGGREGATE B8085248392965699SHSOLE 228334160SCHWAB STRATEGIC TRUS BRD MKT ETF808524102135619928SHSOLE 1622737010SCHWAB STRATEGIC TRUS DIVIDEND EQ808524797414779331SHSOLE 64898144330SCHWAB STRATEGIC TRUS LCAP GR ETF808524300373146976SHSOLE 3719097860SCHWAB STRATEGIC TRUS MID-CAP ETF80852450864811691SHSOLE 919624950SCHWAB STRATEGIC TRUS TIPS ETF8085248704738608SHSOLE 486337450SELECT SECTOR SPDR TRENERGY81369Y5063405149SHSOLE 356715820SELECT SECTOR SPDR TRSBI INT-INDS81369Y7043124165SHSOLE 271014550SELECT SECTOR SPDR TRSBI INT-UTILS81369Y88672412452SHSOLE 400284500SELECT SECTOR SPDR TRTECHNOLOGY81369Y8032152909SHSOLE 290900SOUTH JERSEY INDS INCCOM8385181083159809SHSOLE 305567540SPDR DOW JONES INDL AVRG ETFUT SER 178467X10911474425SHSOLE 172527000SPDR S&P 500 ETF TRTR UNIT78462F10324578697SHSOLE 274959470SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y107305883SHSOLE 4274560SPDR SERIES TRUSTS&P DIVID ETF78464A763707971214SHSOLE 35064361500STARBUCKS CORPCOM8552441091672252SHSOLE 21301220STARBUCKS CORPCOM85524410950670SHDFND0167000TORONTO DOMINION BK ONTCOM NEW8911605094618491SHSOLE 10083910TRAVELERS COMPANIES INCCOM89417E10955399SHDFND0139900TRAVELERS COMPANIES INCCOM89417E1091661209SHSOLE 4411650UNITED PARCEL SERVICE INCCL B9113121064494015SHSOLE 96030550UNITEDHEALTH GROUP INCCOM91324P10286346SHDFND0134600UNITEDHEALTH GROUP INCCOM91324P1023581446SHSOLE 21712290VALERO ENERGY CORP NEWCOM91913Y1002062431SHSOLE 243100VANGUARD ADMIRAL FDS INCMIDCP 400 IDX9219328852551994SHSOLE 11448500VANGUARD ADMIRAL FDS INCSMLLCP 600 IDX921932828141610088SHSOLE 519448940VANGUARD BD INDEX FD INCTOTAL BND MRKT921937835160219731SHSOLE 535191960VANGUARD GROUPDIV APP ETF921908844820574833SHSOLE 32832420010VANGUARD INDEX FDSGROWTH ETF9229087364072602SHSOLE 260200VANGUARD INDEX FDSMID CAP ETF92290862915859863SHSOLE 476251000VANGUARD INDEX FDSREAL ESTATE ETF922908553148817125SHSOLE 883982860VANGUARD INDEX FDSSMALL CP ETF922908751742048562SHSOLE 17204313580VANGUARD INDEX FDSTOTAL STK MKT9229087698856119SHSOLE 261535040VANGUARD INDEX FDSVALUE ETF9229087445044685SHSOLE 42893960VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870202423297SHSOLE 8627146700VANGUARD STAR FDVG TL INTL STK F9219097682514840SHSOLE 189729430VANGUARD WHITEHALL FDS INCHIGH DIV YLD9219464066547631SHSOLE 461030210VANGUARD WORLD FDSHEALTH CAR ETF92204A5048745068SHSOLE 237526930VANGUARD WORLD FDSINF TECH ETF92204A7024522253SHSOLE 022530VERIZON COMMUNICATIONS INCCOM92343V1044838163SHSOLE 172864350VISA INCCOM CL A92826C839250016008SHSOLE 713588730WALMART INCCOM93114210319199SHDFND0119900WALMART INCCOM9311421033223302SHSOLE 204112610WEC ENERGY GROUP INCCOM92939U1062403030SHSOLE 3030000WELLS FARGO CO NEWCOM9497461013286781SHSOLE 380929720WESTWATER RES INCCOM961684107214544SHSOLE 1454400WISDOMTREE TREUROPE HEDGED EQ97717X7013375270SHSOLE 281124590