0001765594-21-000001.txt : 20210127
0001765594-21-000001.hdr.sgml : 20210127
20210126183915
ACCESSION NUMBER: 0001765594-21-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210127
DATE AS OF CHANGE: 20210126
EFFECTIVENESS DATE: 20210127
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: 21555839
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
12-31-2020
12-31-2020
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
01-26-2021
0
169
237954
false
INFORMATION TABLE
2
cra4q20.xml
3M CO
COM
88579Y101
376
2151
SH
SOLE
2151
0
0
ABBOTT LABS
COM
002824100
269
2455
SH
SOLE
2455
0
0
ABBVIE INC
COM
00287Y109
613
5718
SH
SOLE
5718
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
4
100
SH
Call
SOLE
0
0
100
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
4
200
SH
Call
SOLE
0
0
200
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
11
400
SH
Call
SOLE
0
0
400
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
11
200
SH
Call
SOLE
0
0
200
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
2353
10110
SH
SOLE
10110
0
0
ALPHABET INC
CAP STK CL A
02079K305
5240
2990
SH
SOLE
2990
0
0
ALPHABET INC
CAP STK CL C
02079K107
2397
1368
SH
SOLE
1368
0
0
ALTRIA GROUP INC
COM
02209S103
317
7743
SH
SOLE
7743
0
0
AMAZON COM INC
COM
023135106
20639
6337
SH
SOLE
6337
0
0
AMGEN INC
COM
031162100
229
995
SH
SOLE
995
0
0
APPLE INC
COM
037833100
23
600
SH
Call
SOLE
0
0
600
APPLE INC
COM
037833100
33
1000
SH
Call
SOLE
0
0
1000
APPLE INC
COM
037833100
24838
187189
SH
SOLE
187189
0
0
AT&T INC
COM
00206R102
1039
36138
SH
SOLE
36138
0
0
AUTODESK INC
COM
052769106
260
852
SH
SOLE
852
0
0
BECTON DICKINSON & CO
COM
075887109
226
905
SH
SOLE
905
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1910
8237
SH
SOLE
8237
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
696
2
SH
SOLE
2
0
0
BK OF AMERICA CORP
COM
060505104
1054
34785
SH
SOLE
34785
0
0
BOEING CO
COM
097023105
722
3373
SH
SOLE
3373
0
0
BROADCOM INC
COM
11135F101
822
1877
SH
SOLE
1877
0
0
BROOKFIELD ASSET MGMT INC
CL A LTD VT SH
112585104
619
15000
SH
SOLE
15000
0
0
CATERPILLAR INC
COM
149123101
634
3482
SH
SOLE
3482
0
0
CHEVRON CORP NEW
COM
166764100
677
8012
SH
SOLE
8012
0
0
CISCO SYS INC
COM
17275R102
396
8838
SH
SOLE
8838
0
0
CLOROX CO DEL
COM
189054109
209
1035
SH
SOLE
1035
0
0
COCA COLA CO
COM
191216100
764
13938
SH
SOLE
13938
0
0
COMCAST CORP NEW
CL A
20030N101
874
16672
SH
SOLE
16672
0
0
CONOCOPHILLIPS
COM
20825C104
218
5450
SH
SOLE
5450
0
0
COSTCO WHSL CORP NEW
COM
22160K105
220
585
SH
SOLE
585
0
0
CVS HEALTH CORP
COM
126650100
426
6232
SH
SOLE
6232
0
0
DANAHER CORPORATION
COM
235851102
256
1154
SH
SOLE
1154
0
0
DEERE & CO
COM
244199105
583
2165
SH
SOLE
2165
0
0
DISNEY WALT CO
COM
254687106
2261
12481
SH
SOLE
12481
0
0
DOMINION ENERGY INC
COM
25746U109
375
4981
SH
SOLE
4981
0
0
DRAFTKINGS INC
COM CL A
26142R104
0
400
SH
Call
SOLE
0
0
400
DRAFTKINGS INC
COM CL A
26142R104
215
4610
SH
SOLE
4610
0
0
ENTERCOM COMMUNICATIONS CORP
CL A
293639100
51
20625
SH
SOLE
20625
0
0
EXELON CORP
COM
30161N101
254
6005
SH
SOLE
6005
0
0
EXXON MOBIL CORP
COM
30231G102
962
23349
SH
SOLE
23349
0
0
FACEBOOK INC
CL A
30303M102
3255
11916
SH
SOLE
11916
0
0
FEDEX CORP
COM
31428X106
235
906
SH
SOLE
906
0
0
FIDELITY COMWLTH TR
NDQ CP IDX TRK
315912808
1563
3117
SH
SOLE
3117
0
0
FIRST TR EXCH TRADED FD III
PFD SECS INC ETF
33739E108
740
36660
SH
SOLE
36660
0
0
FISERV INC
COM
337738108
318
2794
SH
SOLE
2794
0
0
FORD MTR CO DEL
COM
345370860
178
20237
SH
SOLE
20237
0
0
GENERAL ELECTRIC CO
COM
369604103
208
19243
SH
SOLE
19243
0
0
HOME DEPOT INC
COM
437076102
3378
12717
SH
SOLE
12717
0
0
HONEYWELL INTL INC
COM
438516106
1040
4891
SH
SOLE
4891
0
0
INTEL CORP
COM
458140100
696
13971
SH
SOLE
13971
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
417
3310
SH
SOLE
3310
0
0
INVESCO EXCH TRADED FD TR II
PFD ETF
46138E511
153
10000
SH
SOLE
10000
0
0
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
46138E354
320
5690
SH
SOLE
5690
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
759
5952
SH
SOLE
5952
0
0
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
420
3154
SH
SOLE
3154
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
46137V332
821
3140
SH
SOLE
3140
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
7723
24615
SH
SOLE
24615
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
3718
16178
SH
SOLE
16178
0
0
ISHARES TR
S&P MC 400VL ETF
464287705
266
3084
SH
SOLE
3084
0
0
ISHARES TR
S&P MC 400GR ETF
464287606
552
7643
SH
SOLE
7643
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
2157
23474
SH
SOLE
23474
0
0
ISHARES TR
CORE S&P500 ETF
464287200
4933
13140
SH
SOLE
13140
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
364
2662
SH
SOLE
2662
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
1053
4369
SH
SOLE
4369
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
482
2460
SH
SOLE
2460
0
0
ISHARES TR
MSCI EAFE ETF
464287465
205
2808
SH
SOLE
2808
0
0
ISHARES TR
20 YR TR BD ETF
464287432
493
3124
SH
SOLE
3124
0
0
ISHARES TR
IBOXX INV CP ETF
464287242
235
1700
SH
SOLE
1700
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
206
3988
SH
SOLE
3988
0
0
ISHARES TR
CORE US AGGBD ET
464287226
496
4198
SH
SOLE
4198
0
0
ISHARES TR
EAFE VALUE ETF
464288877
254
5387
SH
SOLE
5387
0
0
ISHARES TR
EAFE GRWTH ETF
464288885
273
2704
SH
SOLE
2704
0
0
ISHARES TR
US AER DEF ETF
464288760
395
4175
SH
SOLE
4175
0
0
ISHARES TR
MSCI KLD400 SOC
464288570
330
4607
SH
SOLE
4607
0
0
ISHARES TR
NATIONAL MUN ETF
464288414
676
5769
SH
SOLE
5769
0
0
ISHARES TR
SHRT NAT MUN ETF
464288158
300
2775
SH
SOLE
2775
0
0
ISHARES TR
CORE HIGH DV ETF
46429B663
2514
28677
SH
SOLE
28677
0
0
ISHARES TR
MSCI USA MIN VOL
46429B697
229
3367
SH
SOLE
3367
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
663
9590
SH
SOLE
9590
0
0
ISHARES TR
MSCI USA MMENTM
46432F396
762
4725
SH
SOLE
4725
0
0
ISHARES TR
CORE DIV GRWTH
46434V621
827
18452
SH
SOLE
18452
0
0
J P MORGAN EXCHANGE-TRADED F
US AGGREGATE
46641Q613
501
18005
SH
SOLE
18005
0
0
JANUS DETROIT STR TR
HENDRSN SHRT ETF
47103U886
467
9260
SH
SOLE
9260
0
0
JOHNSON & JOHNSON
COM
478160104
1373
8727
SH
SOLE
8727
0
0
JPMORGAN CHASE & CO
COM
46625H100
691
5437
SH
SOLE
5437
0
0
LILLY ELI & CO
COM
532457108
729
4316
SH
SOLE
4316
0
0
LOCKHEED MARTIN CORP
COM
539830109
758
2136
SH
SOLE
2136
0
0
LOWES COS INC
COM
548661107
366
2283
SH
SOLE
2283
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
2403
6732
SH
SOLE
6732
0
0
MATINAS BIOPHARMA HLDGS INC
COM
576810105
14
10000
SH
SOLE
10000
0
0
MCDONALDS CORP
COM
580135101
730
3400
SH
SOLE
3400
0
0
MERCK & CO. INC
COM
58933Y105
991
12110
SH
SOLE
12110
0
0
MICROSOFT CORP
COM
594918104
11379
51159
SH
SOLE
51159
0
0
MODERNA INC
COM
60770K107
281
2690
SH
SOLE
2690
0
0
NETFLIX INC
COM
64110L106
962
1780
SH
SOLE
1780
0
0
NEXTERA ENERGY INC
COM
65339F101
1870
24235
SH
SOLE
24235
0
0
NORWEGIAN CRUISE LINE HLDG L
SHS
G66721104
15
2200
SH
Call
SOLE
0
0
2200
NORWEGIAN CRUISE LINE HLDG L
SHS
G66721104
4
700
SH
Call
SOLE
0
0
700
NORWEGIAN CRUISE LINE HLDG L
SHS
G66721104
4
500
SH
Call
SOLE
0
0
500
NORWEGIAN CRUISE LINE HLDG L
SHS
G66721104
9
4500
SH
Call
SOLE
0
0
4500
NORWEGIAN CRUISE LINE HLDG L
SHS
G66721104
167
6585
SH
SOLE
6585
0
0
NOVARTIS AG
SPONSORED ADR
66987V109
226
2396
SH
SOLE
2396
0
0
NVIDIA CORPORATION
COM
67066G104
777
1488
SH
SOLE
1488
0
0
OCEANFIRST FINL CORP
COM
675234108
297
15950
SH
SOLE
15950
0
0
PAYCHEX INC
COM
704326107
572
6136
SH
SOLE
6136
0
0
PAYPAL HLDGS INC
COM
70450Y103
326
1390
SH
SOLE
1390
0
0
PELOTON INTERACTIVE INC
CL A COM
70614W100
850
5600
SH
SOLE
5600
0
0
PEPSICO INC
COM
713448108
906
6107
SH
SOLE
6107
0
0
PFIZER INC
COM
717081103
802
21797
SH
SOLE
21797
0
0
PHILIP MORRIS INTL INC
COM
718172109
386
4657
SH
SOLE
4657
0
0
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
321
3150
SH
SOLE
3150
0
0
PNC FINL SVCS GROUP INC
COM
693475105
236
1585
SH
SOLE
1585
0
0
PPL CORP
COM
69351T106
828
29365
SH
SOLE
29365
0
0
PROCTER AND GAMBLE CO
COM
742718109
1691
12154
SH
SOLE
12154
0
0
PROSHARES TR
PSHS ULT S&P 500
74347R107
204
2231
SH
SOLE
2231
0
0
QUALCOMM INC
COM
747525103
1304
8561
SH
SOLE
8561
0
0
QUALIGEN THERAPEUTICS INC
COM
74754R103
60
19957
SH
SOLE
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0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
2201
24192
SH
SOLE
24192
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
832
23118
SH
SOLE
23118
0
0
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
1262
14178
SH
SOLE
14178
0
0
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
8020
62458
SH
SOLE
62458
0
0
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
202
3401
SH
SOLE
3401
0
0
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
299
5824
SH
SOLE
5824
0
0
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
252
4060
SH
SOLE
4060
0
0
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
1627
23867
SH
SOLE
23867
0
0
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
622
11096
SH
SOLE
11096
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
7801
121632
SH
SOLE
121632
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
709
11315
SH
SOLE
11315
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
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400
3075
SH
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3075
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
245
2160
SH
SOLE
2160
0
0
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
245
3634
SH
SOLE
3634
0
0
SOUTH JERSEY INDS INC
COM
838518108
306
14183
SH
SOLE
14183
0
0
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
611
1999
SH
SOLE
1999
0
0
SPDR GOLD TR
GOLD SHS
78463V107
254
1425
SH
SOLE
1425
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2739
7327
SH
SOLE
7327
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
327
779
SH
SOLE
779
0
0
SPDR SER TR
S&P DIVID ETF
78464A763
12690
119796
SH
SOLE
119796
0
0
SPDR SER TR
S&P BIOTECH
78464A870
329
2336
SH
SOLE
2336
0
0
SQUARE INC
CL A
852234103
517
2375
SH
SOLE
2375
0
0
STARBUCKS CORP
COM
855244109
407
3806
SH
SOLE
3806
0
0
TESLA INC
COM
88160R101
847
1200
SH
SOLE
1200
0
0
TORONTO DOMINION BK ONT
COM NEW
891160509
847
15013
SH
SOLE
15013
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
703
4172
SH
SOLE
4172
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
1082
3085
SH
SOLE
3085
0
0
VANGUARD ADMIRAL FDS INC
MIDCP 400 IDX
921932885
333
2144
SH
SOLE
2144
0
0
VANGUARD ADMIRAL FDS INC
SMLLCP 600 IDX
921932828
1378
8213
SH
SOLE
8213
0
0
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
1864
21135
SH
SOLE
21135
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
715
3676
SH
SOLE
3676
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
834
7008
SH
SOLE
7008
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
1962
9490
SH
SOLE
9490
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
654
7696
SH
SOLE
7696
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
7616
39119
SH
SOLE
39119
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
826
3260
SH
SOLE
3260
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
242
703
SH
SOLE
703
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
2211
22757
SH
SOLE
22757
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
12090
85641
SH
SOLE
85641
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
438
7280
SH
SOLE
7280
0
0
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
370
4041
SH
SOLE
4041
0
0
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
1157
5173
SH
SOLE
5173
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
854
2415
SH
SOLE
2415
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
837
14243
SH
SOLE
14243
0
0
VISA INC
COM CL A
92826C839
3559
16272
SH
SOLE
16272
0
0
WALMART INC
COM
931142103
660
4582
SH
SOLE
4582
0
0
WEC ENERGY GROUP INC
COM
92939U106
279
3030
SH
SOLE
3030
0
0
XCEL ENERGY INC
COM
98389B100
266
3984
SH
SOLE
3984
0
0
ZOOM VIDEO COMMUNICATIONS IN
CL A
98980L101
246
730
SH
SOLE
730
0
0