0001765594-20-000003.txt : 20200414 0001765594-20-000003.hdr.sgml : 20200414 20200414162700 ACCESSION NUMBER: 0001765594-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200414 DATE AS OF CHANGE: 20200414 EFFECTIVENESS DATE: 20200414 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: 20791596 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 03-31-2020 03-31-2020 CRA Financial Services, LLC

332 TILTON ROAD NORTHFIELD NJ 08225

13F HOLDINGS REPORT 028-19056 N Donna Savastani (609) 380-3500 Donna Savastani Northfield NJ 04-14-2020 0 128 156244 false INFORMATION TABLE 2 cra1q20.xml 3M CO COM 88579Y101 423 3098 SH SOLE 3098 0 0 ABBVIE INC COM 00287Y109 409 5373 SH SOLE 5373 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1624 8352 SH SOLE 8352 0 0 ALPHABET INC CAP STK CL A 02079K305 3241 2789 SH SOLE 2789 0 0 ALPHABET INC CAP STK CL C 02079K107 1472 1266 SH SOLE 1266 0 0 ALTRIA GROUP INC COM 02209S103 711 18376 SH SOLE 18376 0 0 AMAZON COM INC COM 023135106 11236 5763 SH SOLE 5763 0 0 AMGEN INC COM 031162100 218 1076 SH SOLE 1076 0 0 APPLE INC COM 037833100 11923 46889 SH SOLE 46889 0 0 AT&T INC COM 00206R102 1202 41248 SH SOLE 41248 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1645 8996 SH SOLE 8996 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 816 3 SH SOLE 3 0 0 BK OF AMERICA CORP COM 060505104 886 41747 SH SOLE 41747 0 0 BOEING CO COM 097023105 705 4729 SH SOLE 4729 0 0 BP PLC SPONSORED ADR 055622104 218 8955 SH SOLE 8955 0 0 BROADCOM INC COM 11135F101 430 1814 SH SOLE 1814 0 0 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 443 10000 SH SOLE 10000 0 0 CATERPILLAR INC DEL COM 149123101 495 4262 SH SOLE 4262 0 0 CHEVRON CORP NEW COM 166764100 1237 17074 SH SOLE 17074 0 0 CISCO SYS INC COM 17275R102 361 9175 SH SOLE 9175 0 0 COCA COLA CO COM 191216100 627 14168 SH SOLE 14168 0 0 COMCAST CORP NEW CL A 20030N101 558 16229 SH SOLE 16229 0 0 CONOCOPHILLIPS COM 20825C104 249 8097 SH SOLE 8097 0 0 CVS HEALTH CORP COM 126650100 359 6044 SH SOLE 6044 0 0 DEERE & CO COM 244199105 309 2235 SH SOLE 2235 0 0 DISNEY WALT CO COM DISNEY 254687106 1393 14425 SH SOLE 14425 0 0 DOMINION ENERGY INC COM 25746U109 344 4765 SH SOLE 4765 0 0 EXXON MOBIL CORP COM 30231G102 1275 33586 SH SOLE 33586 0 0 FACEBOOK INC CL A 30303M102 1871 11217 SH SOLE 11217 0 0 FIDELITY COMWLTH TR NDQ CP IDX TRK 315912808 1036 3471 SH SOLE 3471 0 0 FIDELITY COVINGTON TR MSCI ENERGY IDX 316092402 110 14675 SH SOLE 14675 0 0 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 601 36660 SH SOLE 36660 0 0 FISERV INC COM 337738108 265 2794 SH SOLE 2794 0 0 FORD MTR CO DEL COM 345370860 157 32471 SH SOLE 32471 0 0 FORD MTR CO DEL COM 345370860 1 2500 SH Call SOLE 0 0 2500 GENERAL ELECTRIC CO COM 369604103 166 20895 SH SOLE 20895 0 0 HOME DEPOT INC COM 437076102 2033 10887 SH SOLE 10887 0 0 HONEYWELL INTL INC COM 438516106 655 4893 SH SOLE 4893 0 0 INTEL CORP COM 458140100 638 11792 SH SOLE 11792 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 605 5457 SH SOLE 5457 0 0 INTL PAPER CO COM 460146103 382 12268 SH SOLE 12268 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 503 5981 SH SOLE 5981 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 324 3504 SH SOLE 3504 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332 577 3052 SH SOLE 3052 0 0 INVESCO EXCHANGE-TRADED FD T PFD ETF 46138E511 132 10000 SH SOLE 10000 0 0 INVESCO EXCHANGE-TRADED FD T S&P500 LOW VOL 46138E354 293 6250 SH SOLE 6250 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 3982 20915 SH SOLE 20915 0 0 ISHARES TR CORE S&P MCP ETF 464287507 2817 19578 SH SOLE 19578 0 0 ISHARES TR S&P MC 400GR ETF 464287606 345 1935 SH SOLE 1935 0 0 ISHARES TR CORE S&P SCP ETF 464287804 2445 43570 SH SOLE 43570 0 0 ISHARES TR CORE S&P500 ETF 464287200 3522 13628 SH SOLE 13628 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 371 2245 SH SOLE 2245 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 262 2637 SH SOLE 2637 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 649 4306 SH SOLE 4306 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 282 2460 SH SOLE 2460 0 0 ISHARES TR IBOXX INV CP ETF 464287242 222 1800 SH SOLE 1800 0 0 ISHARES TR CORE US AGGBD ET 464287226 440 3817 SH SOLE 3817 0 0 ISHARES TR SELECT DIVID ETF 464287168 246 3345 SH SOLE 3345 0 0 ISHARES TR EAFE VALUE ETF 464288877 230 6456 SH SOLE 6456 0 0 ISHARES TR US AER DEF ETF 464288760 407 2828 SH SOLE 2828 0 0 ISHARES TR MSCI KLD400 SOC 464288570 224 2304 SH SOLE 2304 0 0 ISHARES TR NATIONAL MUN ETF 464288414 244 2156 SH SOLE 2156 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 2331 32574 SH SOLE 32574 0 0 ISHARES TR CORE MSCI EAFE 46432F842 453 9083 SH SOLE 9083 0 0 ISHARES TR USA MOMENTUM FCT 46432F396 514 4825 SH SOLE 4825 0 0 ISHARES TR CORE DIV GRWTH 46434V621 604 18532 SH SOLE 18532 0 0 JOHNSON & JOHNSON COM 478160104 1054 8040 SH SOLE 8040 0 0 JPMORGAN CHASE & CO COM 46625H100 523 5807 SH SOLE 5807 0 0 LILLY ELI & CO COM 532457108 591 4262 SH SOLE 4262 0 0 LOCKHEED MARTIN CORP COM 539830109 857 2529 SH SOLE 2529 0 0 MASTERCARD INC CL A 57636Q104 1635 6767 SH SOLE 6767 0 0 MATINAS BIOPHARMA HLDGS INC COM 576810105 6 10000 SH SOLE 10000 0 0 MCDONALDS CORP COM 580135101 552 3338 SH SOLE 3338 0 0 MERCK & CO. 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