Long-term investor
Cra Financial Services, LLC @crafinancialservicesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001765594).
Record
- Tracked since 2025-12-31 (257 days), 13 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.8%
- Max drawdown n/a · win rate 14% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 6.7% · long · since 2025-12-31
- SCHD · 4.5% · long · since 2025-12-31
- SCHG · 4.1% · long · since 2025-12-31
- AMZN · 3.8% · long · since 2025-12-31
- 46090E103 · 3.7% · long · since 2025-12-31
- NVDA · 3.1% · long · since 2025-12-31
- VTI · 2.9% · long · since 2025-12-31
- GOOGL · 2.8% · long · since 2025-12-31
- IVV · 2.7% · long · since 2025-12-31
- DGRW · 2.4% · long · since 2025-12-31
- VIG · 2.1% · long · since 2025-12-31
- SPY · 1.9% · long · since 2025-12-31