0001765594-20-000002.txt : 20200128
0001765594-20-000002.hdr.sgml : 20200128
20200127181444
ACCESSION NUMBER: 0001765594-20-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200128
DATE AS OF CHANGE: 20200127
EFFECTIVENESS DATE: 20200128
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: 20550924
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
12-31-2019
12-31-2019
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
01-27-2020
0
149
183232
false
INFORMATION TABLE
2
cra4q19.xml
3M CO
COM
88579Y101
474
2687
SH
SOLE
2687
0
0
ABBVIE INC
COM
00287Y109
449
5072
SH
SOLE
5072
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
1707
8050
SH
SOLE
8050
0
0
ALPHABET INC
CAP STK CL A
02079K305
3377
2521
SH
SOLE
2521
0
0
ALPHABET INC
CAP STK CL C
02079K107
1590
1189
SH
SOLE
1189
0
0
ALTRIA GROUP INC
COM
02209S103
880
17637
SH
SOLE
17637
0
0
AMAZON COM INC
COM
023135106
10034
5430
SH
SOLE
5430
0
0
AMERICAN INTL GROUP INC
COM NEW
026874784
258
5026
SH
SOLE
5026
0
0
AMGEN INC
COM
031162100
250
1036
SH
SOLE
1036
0
0
ANHEUSER BUSCH INBEV SA/NV
SPONSORED ADR
03524A108
230
2800
SH
SOLE
2800
0
0
APPLE INC
COM
037833100
12941
44068
SH
SOLE
44068
0
0
AT&T INC
COM
00206R102
1181
30222
SH
SOLE
30222
0
0
BANK AMER CORP
COM
060505104
1253
35567
SH
SOLE
35567
0
0
BECTON DICKINSON & CO
COM
075887109
239
880
SH
SOLE
880
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
2017
8903
SH
SOLE
8903
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
1019
3
SH
SOLE
3
0
0
BOEING CO
COM
097023105
1350
4145
SH
SOLE
4145
0
0
BP PLC
SPONSORED ADR
055622104
247
6539
SH
SOLE
6539
0
0
BROADCOM INC
COM
11135F101
510
1614
SH
SOLE
1614
0
0
BROOKFIELD ASSET MGMT INC
CL A LTD VT SH
112585104
578
10000
SH
SOLE
10000
0
0
CATERPILLAR INC DEL
COM
149123101
620
4200
SH
SOLE
4200
0
0
CHEVRON CORP NEW
COM
166764100
1608
13341
SH
SOLE
13341
0
0
CISCO SYS INC
COM
17275R102
376
7831
SH
SOLE
7831
0
0
COCA COLA CO
COM
191216100
647
11690
SH
SOLE
11690
0
0
COMCAST CORP NEW
CL A
20030N101
616
13696
SH
SOLE
13696
0
0
CONOCOPHILLIPS
COM
20825C104
416
6390
SH
SOLE
6390
0
0
CVS HEALTH CORP
COM
126650100
361
4857
SH
SOLE
4857
0
0
DEERE & CO
COM
244199105
387
2235
SH
SOLE
2235
0
0
DISNEY WALT CO
COM DISNEY
254687106
1871
12937
SH
SOLE
12937
0
0
DOMINION ENERGY INC
COM
25746U109
390
4715
SH
SOLE
4715
0
0
EXXON MOBIL CORP
COM
30231G102
1500
21500
SH
SOLE
21500
0
0
FACEBOOK INC
CL A
30303M102
2058
10027
SH
SOLE
10027
0
0
FIDELITY COMWLTH TR
NDQ CP IDX TRK
315912808
1547
4426
SH
SOLE
4426
0
0
FISERV INC
COM
337738108
323
2794
SH
SOLE
2794
0
0
FORD MTR CO DEL
COM
345370860
181
19500
SH
SOLE
19500
0
0
GENERAL ELECTRIC CO
COM
369604103
139
12491
SH
SOLE
12491
0
0
GENERAL MTRS CO
COM
37045V100
262
7169
SH
SOLE
7169
0
0
HOME DEPOT INC
COM
437076102
2333
10682
SH
SOLE
10682
0
0
HONEYWELL INTL INC
COM
438516106
754
4259
SH
SOLE
4259
0
0
INTEL CORP
COM
458140100
652
10888
SH
SOLE
10888
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
729
5436
SH
SOLE
5436
0
0
INTL PAPER CO
COM
460146103
510
11068
SH
SOLE
11068
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
669
5781
SH
SOLE
5781
0
0
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
412
3254
SH
SOLE
3254
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
46137V332
679
3067
SH
SOLE
3067
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
365
6250
SH
SOLE
6250
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
4603
21650
SH
SOLE
21650
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
3775
18339
SH
SOLE
18339
0
0
ISHARES TR
S&P MC 400VL ETF
464287705
291
1707
SH
SOLE
1707
0
0
ISHARES TR
S&P MC 400GR ETF
464287606
461
1935
SH
SOLE
1935
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
3695
44067
SH
SOLE
44067
0
0
ISHARES TR
SP SMCP600VL ETF
464287879
203
1264
SH
SOLE
1264
0
0
ISHARES TR
S&P 500 VAL ETF
464287408
217
1670
SH
SOLE
1670
0
0
ISHARES TR
CORE S&P500 ETF
464287200
2433
7526
SH
SOLE
7526
0
0
ISHARES TR
S&P 500 GRWT ETF
464287309
428
2210
SH
SOLE
2210
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
350
2562
SH
SOLE
2562
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
735
4181
SH
SOLE
4181
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
420
2537
SH
SOLE
2537
0
0
ISHARES TR
MSCI EAFE ETF
464287465
226
3252
SH
SOLE
3252
0
0
ISHARES TR
IBOXX INV CP ETF
464287242
230
1800
SH
SOLE
1800
0
0
ISHARES TR
S&P 100 ETF
464287101
1592
11050
SH
SOLE
11050
0
0
ISHARES TR
CORE US AGGBD ET
464287226
460
4092
SH
SOLE
4092
0
0
ISHARES TR
SELECT DIVID ETF
464287168
220
2085
SH
SOLE
2085
0
0
ISHARES TR
EAFE VALUE ETF
464288877
475
9506
SH
SOLE
9506
0
0
ISHARES TR
EAFE GRWTH ETF
464288885
225
2599
SH
SOLE
2599
0
0
ISHARES TR
US AER DEF ETF
464288760
628
2828
SH
SOLE
2828
0
0
ISHARES TR
CORE S&P TTL STK
464287150
231
3174
SH
SOLE
3174
0
0
ISHARES TR
MSCI KLD400 SOC
464288570
277
2304
SH
SOLE
2304
0
0
ISHARES TR
NATIONAL MUN ETF
464288414
246
2156
SH
SOLE
2156
0
0
ISHARES TR
CORE HIGH DV ETF
46429B663
3489
35576
SH
SOLE
35576
0
0
ISHARES TR
MSCI MIN VOL ETF
46429B697
219
3341
SH
SOLE
3341
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
412
6320
SH
SOLE
6320
0
0
ISHARES TR
USA MOMENTUM FCT
46432F396
612
4875
SH
SOLE
4875
0
0
ISHARES TR
CORE DIV GRWTH
46434V621
780
18532
SH
SOLE
18532
0
0
JOHNSON & JOHNSON
COM
478160104
1122
7690
SH
SOLE
7690
0
0
JPMORGAN CHASE & CO
COM
46625H100
737
5289
SH
SOLE
5289
0
0
LILLY ELI & CO
COM
532457108
532
4045
SH
SOLE
4045
0
0
LOCKHEED MARTIN CORP
COM
539830109
436
1121
SH
SOLE
1121
0
0
MARATHON PETE CORP
COM
56585A102
237
3926
SH
SOLE
3926
0
0
MASTERCARD INC
CL A
57636Q104
1972
6606
SH
SOLE
6606
0
0
MATINAS BIOPHARMA HLDGS INC
COM
576810105
23
10000
SH
SOLE
10000
0
0
MCDONALDS CORP
COM
580135101
666
3369
SH
SOLE
3369
0
0
MERCK & CO INC
COM
58933Y105
573
6301
SH
SOLE
6301
0
0
MICRON TECHNOLOGY INC
COM
595112103
166
3085
SH
SOLE
3085
0
0
MICROSOFT CORP
COM
594918104
3548
22501
SH
SOLE
22501
0
0
NETFLIX INC
COM
64110L106
478
1477
SH
SOLE
1477
0
0
NEXTERA ENERGY INC
COM
65339F101
1478
6104
SH
SOLE
6104
0
0
NVIDIA CORP
COM
67066G104
334
1421
SH
SOLE
1421
0
0
OCCIDENTAL PETE CORP
COM
674599105
205
4975
SH
SOLE
4975
0
0
OCEANFIRST FINL CORP
COM
675234108
325
12725
SH
SOLE
12725
0
0
PAYCHEX INC
COM
704326107
516
6072
SH
SOLE
6072
0
0
PEPSICO INC
COM
713448108
800
5857
SH
SOLE
5857
0
0
PFIZER INC
COM
717081103
365
9327
SH
SOLE
9327
0
0
PHILIP MORRIS INTL INC
COM
718172109
500
5878
SH
SOLE
5878
0
0
PHILLIPS 66
COM
718546104
207
1859
SH
SOLE
1859
0
0
PNC FINL SVCS GROUP INC
COM
693475105
379
2375
SH
SOLE
2375
0
0
PPL CORP
COM
69351T106
1222
34066
SH
SOLE
34066
0
0
PROCTER & GAMBLE CO
COM
742718109
973
7791
SH
SOLE
7791
0
0
QUALCOMM INC
COM
747525103
734
8316
SH
SOLE
8316
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
1779
23146
SH
SOLE
23146
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
624
18568
SH
SOLE
18568
0
0
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
5208
56051
SH
SOLE
56051
0
0
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
257
5083
SH
SOLE
5083
0
0
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
340
6002
SH
SOLE
6002
0
0
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
1135
18877
SH
SOLE
18877
0
0
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
268
5014
SH
SOLE
5014
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
5198
89739
SH
SOLE
89739
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
780
12065
SH
SOLE
12065
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
273
4555
SH
SOLE
4555
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
275
3001
SH
SOLE
3001
0
0
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
206
3834
SH
SOLE
3834
0
0
SOUTH JERSEY INDS INC
COM
838518108
353
10718
SH
SOLE
10718
0
0
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
1170
4105
SH
SOLE
4105
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
216
1515
SH
SOLE
1515
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
3303
10263
SH
SOLE
10263
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
117
32500
SH
Put
SOLE
0
0
32500
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
299
796
SH
SOLE
796
0
0
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
13951
129695
SH
SOLE
129695
0
0
STARBUCKS CORP
COM
855244109
244
2772
SH
SOLE
2772
0
0
TORONTO DOMINION BK ONT
COM NEW
891160509
874
15576
SH
SOLE
15576
0
0
TOTAL S A
SPONSORED ADS
89151E109
213
3846
SH
SOLE
3846
0
0
TRAVELERS COMPANIES INC
COM
89417E109
172
1259
SH
SOLE
1259
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
452
3865
SH
SOLE
3865
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
902
3067
SH
SOLE
3067
0
0
VALERO ENERGY CORP NEW
COM
91913Y100
223
2381
SH
SOLE
2381
0
0
VANGUARD ADMIRAL FDS INC
MIDCP 400 IDX
921932885
284
2044
SH
SOLE
2044
0
0
VANGUARD ADMIRAL FDS INC
SMLLCP 600 IDX
921932828
1455
9563
SH
SOLE
9563
0
0
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
1656
19743
SH
SOLE
19743
0
0
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
424
7490
SH
SOLE
7490
0
0
VANGUARD GROUP
DIV APP ETF
921908844
9680
77654
SH
SOLE
77654
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1382
8447
SH
SOLE
8447
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
834
6962
SH
SOLE
6962
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
1678
9418
SH
SOLE
9418
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
1520
16381
SH
SOLE
16381
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
7608
45929
SH
SOLE
45929
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
585
3210
SH
SOLE
3210
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
202
684
SH
SOLE
684
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
2131
23329
SH
SOLE
23329
0
0
VANGUARD STAR FD
VG TL INTL STK F
921909768
360
6468
SH
SOLE
6468
0
0
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
698
7449
SH
SOLE
7449
0
0
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
1016
5298
SH
SOLE
5298
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
610
2493
SH
SOLE
2493
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
508
8266
SH
SOLE
8266
0
0
VISA INC
COM CL A
92826C839
2943
15664
SH
SOLE
15664
0
0
WALMART INC
COM
931142103
370
3116
SH
SOLE
3116
0
0
WEC ENERGY GROUP INC
COM
92939U106
280
3039
SH
SOLE
3039
0
0
WELLS FARGO CO NEW
COM
949746101
234
4356
SH
SOLE
4356
0
0
WISDOMTREE TR
EUROPE HEDGED EQ
97717X701
338
4786
SH
SOLE
4786
0
0