0001765594-20-000007.txt : 20201014 0001765594-20-000007.hdr.sgml : 20201014 20201014155926 ACCESSION NUMBER: 0001765594-20-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201014 DATE AS OF CHANGE: 20201014 EFFECTIVENESS DATE: 20201014 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: 201239065 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 09-30-2020 09-30-2020 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 10-14-2020 0 147 209239 false INFORMATION TABLE 2 cra3q20.xml 3M CO COM 88579Y101 352 2197 SH SOLE 2197 0 0 ABBOTT LABS COM 002824100 251 2305 SH SOLE 2305 0 0 ABBVIE INC COM 00287Y109 473 5399 SH SOLE 5399 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2526 8593 SH SOLE 8593 0 0 ALPHABET INC CAP STK CL A 02079K305 4281 2921 SH SOLE 2921 0 0 ALPHABET INC CAP STK CL C 02079K107 2015 1371 SH SOLE 1371 0 0 ALTRIA GROUP INC COM 02209S103 335 8666 SH SOLE 8666 0 0 AMAZON COM INC COM 023135106 19166 6087 SH SOLE 6087 0 0 AMGEN INC COM 031162100 233 915 SH SOLE 915 0 0 APPLE INC COM 037833100 21975 189753 SH SOLE 189753 0 0 AT&T INC COM 00206R102 1189 41688 SH SOLE 41688 0 0 BECTON DICKINSON & CO COM 075887109 211 905 SH SOLE 905 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1792 8416 SH SOLE 8416 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 960 3 SH SOLE 3 0 0 BK OF AMERICA CORP COM 060505104 844 35036 SH SOLE 35036 0 0 BOEING CO COM 097023105 589 3564 SH SOLE 3564 0 0 BROADCOM INC COM 11135F101 676 1855 SH SOLE 1855 0 0 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 496 15000 SH SOLE 15000 0 0 CATERPILLAR INC DEL COM 149123101 501 3362 SH SOLE 3362 0 0 CHEVRON CORP NEW COM 166764100 1071 14870 SH SOLE 14870 0 0 CISCO SYS INC COM 17275R102 346 8788 SH SOLE 8788 0 0 COCA COLA CO COM 191216100 680 13778 SH SOLE 13778 0 0 COMCAST CORP NEW CL A 20030N101 785 16969 SH SOLE 16969 0 0 CONOCOPHILLIPS COM 20825C104 202 6140 SH SOLE 6140 0 0 CVS HEALTH CORP COM 126650100 407 6974 SH SOLE 6974 0 0 DANAHER CORPORATION COM 235851102 230 1069 SH SOLE 1069 0 0 DEERE & CO COM 244199105 473 2135 SH SOLE 2135 0 0 DISNEY WALT CO COM DISNEY 254687106 1574 12687 SH SOLE 12687 0 0 DOMINION ENERGY INC COM 25746U109 372 4715 SH SOLE 4715 0 0 DRAFTKINGS INC COM CL A 26142R104 225 3820 SH SOLE 3820 0 0 ENTERCOM COMMUNICATIONS CORP CL A 293639100 33 20625 SH SOLE 20625 0 0 EXXON MOBIL CORP COM 30231G102 1020 29706 SH SOLE 29706 0 0 FACEBOOK INC CL A 30303M102 3170 12102 SH SOLE 12102 0 0 FIDELITY COMWLTH TR NDQ CP IDX TRK 315912808 1374 3166 SH SOLE 3166 0 0 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 703 36660 SH SOLE 36660 0 0 FISERV INC COM 337738108 288 2794 SH SOLE 2794 0 0 FORD MTR CO DEL COM 345370860 119 17806 SH SOLE 17806 0 0 GENERAL ELECTRIC CO COM 369604103 118 18942 SH SOLE 18942 0 0 HELIX ENERGY SOLUTIONS GRP I COM 42330P107 49 20401 SH SOLE 20401 0 0 HOME DEPOT INC COM 437076102 3345 12044 SH SOLE 12044 0 0 HONEYWELL INTL INC COM 438516106 787 4781 SH SOLE 4781 0 0 INTEL CORP COM 458140100 742 14327 SH SOLE 14327 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 430 3537 SH SOLE 3537 0 0 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 147 10000 SH SOLE 10000 0 0 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 305 5690 SH SOLE 5690 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 593 5481 SH SOLE 5481 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 359 3154 SH SOLE 3154 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332 739 3139 SH SOLE 3139 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 6586 23703 SH SOLE 23703 0 0 ISHARES TR CORE S&P MCP ETF 464287507 3108 16771 SH SOLE 16771 0 0 ISHARES TR S&P MC 400VL ETF 464287705 211 1567 SH SOLE 1567 0 0 ISHARES TR S&P MC 400GR ETF 464287606 457 1911 SH SOLE 1911 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1680 23918 SH SOLE 23918 0 0 ISHARES TR CORE S&P500 ETF 464287200 4377 13023 SH SOLE 13023 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 316 2672 SH SOLE 2672 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 950 4378 SH SOLE 4378 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 366 2445 SH SOLE 2445 0 0 ISHARES TR IBOXX INV CP ETF 464287242 242 1800 SH SOLE 1800 0 0 ISHARES TR CORE US AGGBD ET 464287226 496 4198 SH SOLE 4198 0 0 ISHARES TR SELECT DIVID ETF 464287168 220 2695 SH SOLE 2695 0 0 ISHARES TR EAFE VALUE ETF 464288877 217 5387 SH SOLE 5387 0 0 ISHARES TR EAFE GRWTH ETF 464288885 243 2704 SH SOLE 2704 0 0 ISHARES TR US AER DEF ETF 464288760 326 2055 SH SOLE 2055 0 0 ISHARES TR CORE S&P TTL STK 464287150 209 2765 SH SOLE 2765 0 0 ISHARES TR MSCI KLD400 SOC 464288570 295 2304 SH SOLE 2304 0 0 ISHARES TR NATIONAL MUN ETF 464288414 270 2328 SH SOLE 2328 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 2316 28777 SH SOLE 28777 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 215 3367 SH SOLE 3367 0 0 ISHARES TR CORE MSCI EAFE 46432F842 565 9368 SH SOLE 9368 0 0 ISHARES TR MSCI USA MMENTM 46432F396 696 4725 SH SOLE 4725 0 0 ISHARES TR CORE DIV GRWTH 46434V621 737 18532 SH SOLE 18532 0 0 J P MORGAN EXCHANGE-TRADED F US AGGREGATE 46641Q613 319 11399 SH SOLE 11399 0 0 JOHNSON & JOHNSON COM 478160104 1250 8393 SH SOLE 8393 0 0 JPMORGAN CHASE & CO COM 46625H100 501 5204 SH SOLE 5204 0 0 LILLY ELI & CO COM 532457108 631 4265 SH SOLE 4265 0 0 LOCKHEED MARTIN CORP COM 539830109 800 2086 SH SOLE 2086 0 0 LOWES COS INC COM 548661107 370 2233 SH SOLE 2233 0 0 MASTERCARD INCORPORATED CL A 57636Q104 2310 6832 SH SOLE 6832 0 0 MATINAS BIOPHARMA HLDGS INC COM 576810105 8 10000 SH SOLE 10000 0 0 MCDONALDS CORP COM 580135101 746 3399 SH SOLE 3399 0 0 MERCK & CO. INC COM 58933Y105 906 10919 SH SOLE 10919 0 0 MICROSOFT CORP COM 594918104 10741 51065 SH SOLE 51065 0 0 NETFLIX INC COM 64110L106 835 1670 SH SOLE 1670 0 0 NEXTERA ENERGY INC COM 65339F101 1697 6114 SH SOLE 6114 0 0 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 77 4485 SH SOLE 4485 0 0 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 5 2000 SH Call SOLE 0 0 2000 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 7 5500 SH Call SOLE 0 0 5500 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 6 1800 SH Call SOLE 0 0 1800 NOVARTIS AG SPONSORED ADR 66987V109 208 2396 SH SOLE 2396 0 0 NVIDIA CORPORATION COM 67066G104 728 1346 SH SOLE 1346 0 0 OCEANFIRST FINL CORP COM 675234108 271 19816 SH SOLE 19816 0 0 PAYCHEX INC COM 704326107 485 6086 SH SOLE 6086 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 525 5290 SH SOLE 5290 0 0 PEPSICO INC COM 713448108 844 6092 SH SOLE 6092 0 0 PFIZER INC COM 717081103 704 19196 SH SOLE 19196 0 0 PHILIP MORRIS INTL INC COM 718172109 387 5157 SH SOLE 5157 0 0 PPL CORP COM 69351T106 1004 36891 SH SOLE 36891 0 0 PROCTER AND GAMBLE CO COM 742718109 1658 11930 SH SOLE 11930 0 0 PROSHARES TR ULTSHRT QQQ 74347B243 817 86500 SH SOLE 86500 0 0 QUALCOMM INC COM 747525103 1006 8550 SH SOLE 8550 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1914 24036 SH SOLE 24036 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 663 21099 SH SOLE 21099 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 937 13720 SH SOLE 13720 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 7152 62103 SH SOLE 62103 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 644 12503 SH SOLE 12503 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 258 4190 SH SOLE 4190 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1275 22983 SH SOLE 22983 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 518 9235 SH SOLE 9235 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 5883 106392 SH SOLE 106392 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 716 12065 SH SOLE 12065 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 321 2754 SH SOLE 2754 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 228 2158 SH SOLE 2158 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 216 3634 SH SOLE 3634 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 610 2199 SH SOLE 2199 0 0 SPDR GOLD TR GOLD SHS 78463V107 236 1333 SH SOLE 1333 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2724 8134 SH SOLE 8134 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 261 769 SH SOLE 769 0 0 SPDR SER TR S&P DIVID ETF 78464A763 11269 121962 SH SOLE 121962 0 0 SPDR SER TR S&P BIOTECH 78464A870 222 1988 SH SOLE 1988 0 0 SQUARE INC CL A 852234103 338 2080 SH SOLE 2080 0 0 STARBUCKS CORP COM 855244109 330 3836 SH SOLE 3836 0 0 TESLA INC COM 88160R101 379 884 SH SOLE 884 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 691 14946 SH SOLE 14946 0 0 UNITED PARCEL SERVICE INC CL B 911312106 731 4387 SH SOLE 4387 0 0 UNITEDHEALTH GROUP INC COM 91324P102 933 2993 SH SOLE 2993 0 0 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 282 2244 SH SOLE 2244 0 0 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 1075 8326 SH SOLE 8326 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1849 20958 SH SOLE 20958 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 546 3203 SH SOLE 3203 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 732 7008 SH SOLE 7008 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 1655 9387 SH SOLE 9387 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 909 11511 SH SOLE 11511 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 6141 39926 SH SOLE 39926 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 742 3260 SH SOLE 3260 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 216 701 SH SOLE 701 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 2251 23500 SH SOLE 23500 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 10917 84848 SH SOLE 84848 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 368 7047 SH SOLE 7047 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 368 4550 SH SOLE 4550 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1055 5173 SH SOLE 5173 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 752 2415 SH SOLE 2415 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 801 13472 SH SOLE 13472 0 0 VISA INC COM CL A 92826C839 3277 16386 SH SOLE 16386 0 0 WALMART INC COM 931142103 588 4204 SH SOLE 4204 0 0 WEC ENERGY GROUP INC COM 92939U106 294 3030 SH SOLE 3030 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 202 734 SH SOLE 734 0 0 XCEL ENERGY INC COM 98389B100 275 3984 SH SOLE 3984 0 0