Portfolio (Quarterly)
Guide ↗
CRA Financial Services, LLC
· CIK 0001765594| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 3,406 | $325K | 0.04% | SOLD |
| 2 | FETH | FIDELITY ETHEREUM FD | Financial Services | 9,415 | $279K | 0.04% | SOLD |
| 3 | COIN | COINBASE GLOBAL INC | Financial Services | 1,083 | $245K | 0.03% | SOLD |
| 4 | ADBE | ADOBE INC | Technology | 683 | $239K | 0.03% | SOLD |
| 5 | RDDT | REDDIT INC | Communication Services | 975 | $224K | 0.03% | SOLD |
| 6 | JBBB | JANUS DETROIT STR TR | — | 4,503 | $215K | 0.03% | SOLD |
| 7 | SIGI | SELECTIVE INS GROUP INC | Financial Services | 2,558 | $214K | 0.03% | SOLD |
| 8 | MGC | VANGUARD WORLD FD | — | 835 | $210K | 0.03% | SOLD |
| 9 | WM | WASTE MGMT INC DEL | Industrials | 913 | $201K | 0.03% | SOLD |
| 10 | ATAI | ATAI BECKLEY NV | Healthcare | 12,903 | $53K | 0.01% | SOLD |
Sector Allocation
Technology
36.6%
Financial Services
21.8%
Communication Services
13.3%
Consumer Cyclical
12.3%
Energy
4.0%
Healthcare
3.7%
Industrials
3.5%
Consumer Defensive
2.6%
Utilities
1.9%
Basic Materials
0.1%