- New Purchases: BNDX, TOT, GLD, IVE, USMV, OXY, PSX, IJS, VOO, XLC, MU,
- Added Positions: SPY, VTI, SCHG, AMZN, VIG, SDY, BA, ABBV, VCIT, SCHD, T, IVV, CVX, SCHM, INTC, CSCO, IEFA, VGT, AGG, PM, UNH, MRK, MSFT, SCHF, HD, MUB, VXUS, VHT, PPL, PFE, SJI, DIS, VZ, VTV, IBM, DE, D, SCHO, XLK, CVS, MDY, IWM, IWF, IVOO, HEDJ, SBUX, OCFC, LMT, F, IWD, DVY, GM, NFLX,
- Reduced Positions: BAC, TD, XOM, IJR, VB, QQQ, V, BUD, VNQ, JNJ, BRK.B, SCHP, MA, FB, EFG, VYM, SCHZ, VIOO, RSP, AVGO, MTUM, BP, NVDA, IP, COP, IJJ, WFC, VLO, GE, XLE,
- Sold Out: OPK,
For the details of CRA Financial Services, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/cra+financial+services%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of CRA Financial Services, LLC- SPDR S&P Dividend ETF (SDY) - 129,695 shares, 7.66% of the total portfolio. Shares added by 1.75%
- Apple Inc (AAPL) - 44,068 shares, 7.10% of the total portfolio. Shares added by 0.10%
- Amazon.com Inc (AMZN) - 5,430 shares, 5.51% of the total portfolio. Shares added by 3.27%
- Vanguard Dividend Appreciation ETF (VIG) - 77,654 shares, 5.31% of the total portfolio. Shares added by 3.04%
- Vanguard Small-Cap ETF (VB) - 45,929 shares, 4.18% of the total portfolio. Shares reduced by 1.27%
CRA Financial Services, LLC initiated holding in Vanguard Total International Bond ETF. The purchase prices were between $56.58 and $58.91, with an estimated average price of $58.04. The stock is now traded at around $57.50. The impact to a portfolio due to this purchase was 0.23%. The holding were 7,490 shares as of .
New Purchase: Total SA (TOT)CRA Financial Services, LLC initiated holding in Total SA. The purchase prices were between $48.54 and $55.3, with an estimated average price of $52.92. The stock is now traded at around $50.81. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,846 shares as of .
New Purchase: SPDR Gold Trust (GLD)CRA Financial Services, LLC initiated holding in SPDR Gold Trust. The purchase prices were between $137.01 and $142.9, with an estimated average price of $139.74. The stock is now traded at around $148.99. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,515 shares as of .
New Purchase: iShares S&P 500 Value ETF (IVE)CRA Financial Services, LLC initiated holding in iShares S&P 500 Value ETF. The purchase prices were between $114.75 and $130.26, with an estimated average price of $123.95. The stock is now traded at around $128.21. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,670 shares as of .
New Purchase: iShares Edge MSCI Min Volatility USA ETF (USMV)CRA Financial Services, LLC initiated holding in iShares Edge MSCI Min Volatility USA ETF. The purchase prices were between $62.68 and $65.67, with an estimated average price of $64.26. The stock is now traded at around $67.27. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,341 shares as of .
New Purchase: Occidental Petroleum Corp (OXY)CRA Financial Services, LLC initiated holding in Occidental Petroleum Corp. The purchase prices were between $37.34 and $44.23, with an estimated average price of $39.98. The stock is now traded at around $41.24. The impact to a portfolio due to this purchase was 0.11%. The holding were 4,975 shares as of .
Added: Vanguard Total Stock Market ETF (VTI)CRA Financial Services, LLC added to a holding in Vanguard Total Stock Market ETF by 40.78%. The purchase prices were between $146.61 and $164.29, with an estimated average price of $156.97. The stock is now traded at around $164.58. The impact to a portfolio due to this purchase was 0.22%. The holding were 8,447 shares as of .
Added: AbbVie Inc (ABBV)CRA Financial Services, LLC added to a holding in AbbVie Inc by 50.73%. The purchase prices were between $72.13 and $90.25, with an estimated average price of $83.36. The stock is now traded at around $84.02. The impact to a portfolio due to this purchase was 0.08%. The holding were 5,072 shares as of .
Sold Out: OPKO Health Inc (OPK)CRA Financial Services, LLC sold out a holding in OPKO Health Inc. The sale prices were between $1.42 and $2.17, with an estimated average price of $1.67.
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