0001765594-19-000001.txt : 20191107
0001765594-19-000001.hdr.sgml : 20191107
20191107093652
ACCESSION NUMBER: 0001765594-19-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191107
DATE AS OF CHANGE: 20191107
EFFECTIVENESS DATE: 20191107
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: 191198433
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
09-30-2019
09-30-2019
CRA Financial Services, LLC
332 TILTON ROAD
NORTHFIELD
NJ
08225
13F HOLDINGS REPORT
028-19056
N
Donna Savastani
Chief Compliance Officer
(609) 380-3500
Donna Savastani
Northfield
NJ
11-07-2019
0
139
165316
false
INFORMATION TABLE
2
cra3q19.xml
3M CO
COM
88579Y101
442
2687
SH
SOLE
2687
0
0
ABBVIE INC
COM
00287Y109
255
3365
SH
SOLE
3365
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
1338
8000
SH
SOLE
8000
0
0
ALPHABET INC
CAP STK CL A
02079K305
3061
2507
SH
SOLE
2507
0
0
ALPHABET INC
CAP STK CL C
02079K107
1462
1199
SH
SOLE
1199
0
0
ALTRIA GROUP INC
COM
02209S103
728
17791
SH
SOLE
17791
0
0
AMAZON COM INC
COM
023135106
9127
5258
SH
SOLE
5258
0
0
AMERICAN INTL GROUP INC
COM NEW
026874784
280
5026
SH
SOLE
5026
0
0
AMGEN INC
COM
031162100
200
1036
SH
SOLE
1036
0
0
ANHEUSER BUSCH INBEV SA/NV
SPONSORED ADR
03524A108
338
3550
SH
SOLE
3550
0
0
APPLE INC
COM
037833100
9860
44022
SH
SOLE
44022
0
0
AT&T INC
COM
00206R102
1012
26743
SH
SOLE
26743
0
0
BANK AMER CORP
COM
060505104
1573
53938
SH
SOLE
53938
0
0
BECTON DICKINSON & CO
COM
075887109
223
880
SH
SOLE
880
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1894
9103
SH
SOLE
9103
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
935
3
SH
SOLE
3
0
0
BOEING CO
COM
097023105
1384
3637
SH
SOLE
3637
0
0
BP PLC
SPONSORED ADR
055622104
258
6783
SH
SOLE
6783
0
0
BROADCOM INC
COM
11135F101
454
1646
SH
SOLE
1646
0
0
BROOKFIELD ASSET MGMT INC
CL A LTD VT SH
112585104
531
10000
SH
SOLE
10000
0
0
CATERPILLAR INC DEL
COM
149123101
531
4200
SH
SOLE
4200
0
0
CHEVRON CORP NEW
COM
166764100
1475
12434
SH
SOLE
12434
0
0
CISCO SYS INC
COM
17275R102
324
6566
SH
SOLE
6566
0
0
COCA COLA CO
COM
191216100
632
11612
SH
SOLE
11612
0
0
COMCAST CORP NEW
CL A
20030N101
622
13796
SH
SOLE
13796
0
0
CONOCOPHILLIPS
COM
20825C104
378
6640
SH
SOLE
6640
0
0
CVS HEALTH CORP
COM
126650100
293
4651
SH
SOLE
4651
0
0
DEERE & CO
COM
244199105
352
2085
SH
SOLE
2085
0
0
DISNEY WALT CO
COM DISNEY
254687106
1652
12673
SH
SOLE
12673
0
0
DOMINION ENERGY INC
COM
25746U109
366
4515
SH
SOLE
4515
0
0
EXXON MOBIL CORP
COM
30231G102
1761
24944
SH
SOLE
24944
0
0
FACEBOOK INC
CL A
30303M102
1834
10299
SH
SOLE
10299
0
0
FIDELITY COMWLTH TR
NDQ CP IDX TRK
315912808
1380
4395
SH
SOLE
4395
0
0
FIDELITY COVINGTON TR
MSCI FINLS IDX
316092501
219
5386
SH
SOLE
5386
0
0
FISERV INC
COM
337738108
289
2794
SH
SOLE
2794
0
0
FORD MTR CO DEL
COM
345370860
175
19112
SH
SOLE
19112
0
0
GENERAL ELECTRIC CO
COM
369604103
120
13391
SH
SOLE
13391
0
0
GENERAL MTRS CO
COM
37045V100
261
6969
SH
SOLE
6969
0
0
HOME DEPOT INC
COM
437076102
2446
10540
SH
SOLE
10540
0
0
HONEYWELL INTL INC
COM
438516106
716
4233
SH
SOLE
4233
0
0
INTEL CORP
COM
458140100
513
9961
SH
SOLE
9961
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
768
5285
SH
SOLE
5285
0
0
INTL PAPER CO
COM
460146103
486
11618
SH
SOLE
11618
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
636
5881
SH
SOLE
5881
0
0
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
384
3254
SH
SOLE
3254
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
46137V332
611
3115
SH
SOLE
3115
0
0
INVESCO EXCHNG TRADED FD TR
PFD ETF
46138E511
154
10250
SH
SOLE
10250
0
0
INVESCO EXCHNG TRADED FD TR
S&P500 LOW VOL
46138E354
364
6292
SH
SOLE
6292
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
4165
22061
SH
SOLE
22061
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
3515
18191
SH
SOLE
18191
0
0
ISHARES TR
S&P MC 400VL ETF
464287705
280
1754
SH
SOLE
1754
0
0
ISHARES TR
S&P MC 400GR ETF
464287606
434
1937
SH
SOLE
1937
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
3525
45285
SH
SOLE
45285
0
0
ISHARES TR
CORE S&P500 ETF
464287200
2153
7212
SH
SOLE
7212
0
0
ISHARES TR
S&P 500 GRWT ETF
464287309
398
2210
SH
SOLE
2210
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
322
2513
SH
SOLE
2513
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
647
4054
SH
SOLE
4054
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
361
2383
SH
SOLE
2383
0
0
ISHARES TR
MSCI EAFE ETF
464287465
212
3249
SH
SOLE
3249
0
0
ISHARES TR
IBOXX INV CP ETF
464287242
229
1800
SH
SOLE
1800
0
0
ISHARES TR
S&P 100 ETF
464287101
1453
11050
SH
SOLE
11050
0
0
ISHARES TR
CORE US AGGBD ET
464287226
402
3550
SH
SOLE
3550
0
0
ISHARES TR
SELECT DIVID ETF
464287168
207
2035
SH
SOLE
2035
0
0
ISHARES TR
EAFE VALUE ETF
464288877
449
9486
SH
SOLE
9486
0
0
ISHARES TR
EAFE GRWTH ETF
464288885
259
3222
SH
SOLE
3222
0
0
ISHARES TR
US AER DEF ETF
464288760
631
2810
SH
SOLE
2810
0
0
ISHARES TR
CORE S&P TTL STK
464287150
213
3174
SH
SOLE
3174
0
0
ISHARES TR
MSCI KLD400 SOC
464288570
256
2304
SH
SOLE
2304
0
0
ISHARES TR
NATIONAL MUN ETF
464288414
219
1915
SH
SOLE
1915
0
0
ISHARES TR
CORE HIGH DV ETF
46429B663
3343
35503
SH
SOLE
35503
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
335
5487
SH
SOLE
5487
0
0
ISHARES TR
USA MOMENTUM FCT
46432F396
593
4975
SH
SOLE
4975
0
0
ISHARES TR
CORE DIV GRWTH
46434V621
725
18532
SH
SOLE
18532
0
0
JOHNSON & JOHNSON
COM
478160104
1040
8037
SH
SOLE
8037
0
0
JPMORGAN CHASE & CO
COM
46625H100
622
5284
SH
SOLE
5284
0
0
LILLY ELI & CO
COM
532457108
454
4056
SH
SOLE
4056
0
0
LOCKHEED MARTIN CORP
COM
539830109
420
1076
SH
SOLE
1076
0
0
MARATHON PETE CORP
COM
56585A102
239
3926
SH
SOLE
3926
0
0
MASTERCARD INC
CL A
57636Q104
1841
6781
SH
SOLE
6781
0
0
MATINAS BIOPHARMA HLDGS INC
COM
576810105
6
10000
SH
SOLE
10000
0
0
MCDONALDS CORP
COM
580135101
723
3368
SH
SOLE
3368
0
0
MERCK & CO INC
COM
58933Y105
487
5786
SH
SOLE
5786
0
0
MICROSOFT CORP
COM
594918104
3073
22100
SH
SOLE
22100
0
0
NETFLIX INC
COM
64110L106
391
1462
SH
SOLE
1462
0
0
NEXTERA ENERGY INC
COM
65339F101
1421
6101
SH
SOLE
6101
0
0
NVIDIA CORP
COM
67066G104
258
1485
SH
SOLE
1485
0
0
OCEANFIRST FINL CORP
COM
675234108
289
12225
SH
SOLE
12225
0
0
OPKO HEALTH INC
COM
68375N103
52
25000
SH
SOLE
25000
0
0
PAYCHEX INC
COM
704326107
499
6033
SH
SOLE
6033
0
0
PEPSICO INC
COM
713448108
801
5840
SH
SOLE
5840
0
0
PFIZER INC
COM
717081103
294
8170
SH
SOLE
8170
0
0
PHILIP MORRIS INTL INC
COM
718172109
401
5278
SH
SOLE
5278
0
0
PNC FINL SVCS GROUP INC
COM
693475105
333
2375
SH
SOLE
2375
0
0
PPL CORP
COM
69351T106
1048
33290
SH
SOLE
33290
0
0
PROCTER & GAMBLE CO
COM
742718109
968
7782
SH
SOLE
7782
0
0
QUALCOMM INC
COM
747525103
634
8315
SH
SOLE
8315
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
1632
22985
SH
SOLE
22985
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
563
17660
SH
SOLE
17660
0
0
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
4415
52552
SH
SOLE
52552
0
0
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
232
4588
SH
SOLE
4588
0
0
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
399
7023
SH
SOLE
7023
0
0
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
977
17280
SH
SOLE
17280
0
0
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
307
5696
SH
SOLE
5696
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
4778
87219
SH
SOLE
87219
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
781
12065
SH
SOLE
12065
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
277
4682
SH
SOLE
4682
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
229
2847
SH
SOLE
2847
0
0
SOUTH JERSEY INDS INC
COM
838518108
318
9655
SH
SOLE
9655
0
0
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
1106
4110
SH
SOLE
4110
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2643
8905
SH
SOLE
8905
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
256
726
SH
SOLE
726
0
0
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
13078
127468
SH
SOLE
127468
0
0
STARBUCKS CORP
COM
855244109
234
2652
SH
SOLE
2652
0
0
TORONTO DOMINION BK ONT
COM NEW
891160509
1341
23010
SH
SOLE
23010
0
0
TRAVELERS COMPANIES INC
COM
89417E109
187
1259
SH
SOLE
1259
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
463
3865
SH
SOLE
3865
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
625
2875
SH
SOLE
2875
0
0
VALERO ENERGY CORP NEW
COM
91913Y100
207
2431
SH
SOLE
2431
0
0
VANGUARD ADMIRAL FDS INC
MIDCP 400 IDX
921932885
254
1944
SH
SOLE
1944
0
0
VANGUARD ADMIRAL FDS INC
SMLLCP 600 IDX
921932828
1378
9663
SH
SOLE
9663
0
0
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
1667
19743
SH
SOLE
19743
0
0
VANGUARD GROUP
DIV APP ETF
921908844
9012
75365
SH
SOLE
75365
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
906
6000
SH
SOLE
6000
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
766
6862
SH
SOLE
6862
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
1587
9470
SH
SOLE
9470
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
1569
16825
SH
SOLE
16825
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
7159
46520
SH
SOLE
46520
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
534
3210
SH
SOLE
3210
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
1979
21688
SH
SOLE
21688
0
0
VANGUARD STAR FD
VG TL INTL STK F
921909768
305
5895
SH
SOLE
5895
0
0
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
686
7726
SH
SOLE
7726
0
0
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
850
5068
SH
SOLE
5068
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
486
2253
SH
SOLE
2253
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
468
7759
SH
SOLE
7759
0
0
VISA INC
COM CL A
92826C839
2760
16046
SH
SOLE
16046
0
0
WALMART INC
COM
931142103
370
3116
SH
SOLE
3116
0
0
WEC ENERGY GROUP INC
COM
92939U106
288
3030
SH
SOLE
3030
0
0
WELLS FARGO CO NEW
COM
949746101
225
4459
SH
SOLE
4459
0
0
WISDOMTREE TR
EUROPE HEDGED EQ
97717X701
302
4484
SH
SOLE
4484
0
0