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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

CRA Financial Services, LLC

Quarter ended Q1 2024 · Filed April 17, 2024 · Accession 0001765594-24-000002

Total Value
$460.4M
Positions
244
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (244)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL206,107$35.3M7.68%
2SCHWAB STRATEGIC TR808524797323,623$26.1M5.67%
3AMAZON COM INCAMZN137,534$24.8M5.39%
4SCHWAB STRATEGIC TR808524300230,773$21.4M4.65%
5VANGUARD SPECIALIZED FUNDS92190884494,949$17.3M3.77%
6MICROSOFT CORPMSFT40,598$17.1M3.71%
7INVESCO QQQ TRIVZ36,604$16.3M3.53%
8SPDR SER TR78464A763116,765$15.3M3.33%
9VANGUARD INDEX FDS92290875154,578$12.5M2.71%
10ISHARES TR46428720023,350$12.3M2.67%
11ALPHABET INCGOOG66,305$10.0M2.17%
12NVIDIA CORPORATIONNVDA9,675$8.7M1.90%
13VANGUARD INDEX FDS92290862932,580$8.1M1.77%
14WISDOMTREE TRWT91,637$7.0M1.52%
15SPDR S&P 500 ETF TRSPY13,342$7.0M1.52%
16HOME DEPOT INCHD17,531$6.7M1.46%
17META PLATFORMS INCMETA13,681$6.6M1.44%
18INNOVATOR ETFS TRUSTINHD208,570$6.1M1.33%
19SCHWAB STRATEGIC TR808524805140,082$5.5M1.19%
20ISHARES TR46428750780,420$4.9M1.06%
21VISA INCV17,180$4.8M1.04%
22BERKSHIRE HATHAWAY INC DELBRK-A10,458$4.4M0.96%
23INNOVATOR ETFS TRUSTINHD158,537$4.3M0.94%
24ALPHABET INCGOOG27,759$4.2M0.92%
25EXXON MOBIL CORPXOM33,732$3.9M0.85%
26INVESCO EXCHANGE TRADED FD TIVZ22,222$3.8M0.82%
27MASTERCARD INCORPORATEDMA7,279$3.5M0.76%
28INNOVATOR ETFS TRUSTINHD88,048$3.4M0.75%
29SCHWAB STRATEGIC TR80852410253,835$3.3M0.71%
30ELI LILLY & COLLY4,008$3.1M0.68%
31BLACKROCK ETF TRUST IIBLK107,720$3.0M0.65%
32ISHARES TR4642876148,738$2.9M0.64%
33ISHARES TR46429B66326,687$2.9M0.64%
34ISHARES TR46428780426,330$2.9M0.63%
35SCHWAB STRATEGIC TR80852450835,246$2.9M0.62%
36BROADCOM INCAVGO2,072$2.7M0.60%
37VANGUARD SCOTTSDALE FDS92206C87028,493$2.3M0.50%
38WISDOMTREE TRWT30,763$2.2M0.48%
39DISNEY WALT CO25468710617,335$2.1M0.46%
40ABBVIE INCABBV11,428$2.1M0.45%
41INNOVATOR ETFS TRUSTINHD58,801$2.1M0.45%
42GRAYSCALE BITCOIN TR BTCGBTC32,503$2.1M0.45%
43JPMORGAN CHASE & COVYLD10,203$2.0M0.44%
44NEXTERA ENERGY INCNEE-PW31,620$2.0M0.44%
45CHEVRON CORP NEWCVX12,643$2.0M0.43%
46INNOVATOR ETFS TRUSTINHD52,415$2.0M0.43%
47FIDELITY COMWLTH TR31591280830,896$2.0M0.43%
48VANGUARD INDEX FDS9229083634,086$2.0M0.43%
49PROCTER AND GAMBLE CO74271810911,901$1.9M0.42%
50INNOVATOR ETFS TRUSTINHD51,086$1.9M0.41%
51MERCK & CO INCMRK14,072$1.9M0.40%
52VANGUARD ADMIRAL FDS INC92193282817,504$1.8M0.39%
53JOHNSON & JOHNSONJNJ10,692$1.7M0.37%
54SCHWAB STRATEGIC TR80852460734,129$1.7M0.37%
55INNOVATOR ETFS TRUSTINHD46,382$1.6M0.36%
56BANK AMERICA CORP06050510443,123$1.6M0.36%
57CATERPILLAR INCCAT4,368$1.6M0.35%
58UNITEDHEALTH GROUP INCUNH3,123$1.5M0.34%
59AMERICAN CENTY ETF TR02507287715,517$1.5M0.32%
60PEPSICO INCPEP8,154$1.4M0.31%
61NETFLIX INCNFLX2,328$1.4M0.31%
62QUALCOMM INCQCOM8,315$1.4M0.31%
63VANGUARD INDEX FDS9229087363,959$1.4M0.30%
64VANGUARD WORLD FD92204A7022,527$1.3M0.29%
65VANGUARD WORLD FD92204A5044,897$1.3M0.29%
66VANGUARD INDEX FDS9229087448,057$1.3M0.29%
67TESLA INCTSLA7,388$1.3M0.28%
68BERKSHIRE HATHAWAY INC DELBRK-A2$1.3M0.28%
69ISHARES TR46434V62121,264$1.2M0.27%
70MCDONALDS CORPMCD4,354$1.2M0.27%
71UNITED PARCEL SERVICE INCUPS8,180$1.2M0.26%
72SPDR DOW JONES INDL AVERAGE78467X1092,956$1.2M0.26%
73VANGUARD WHITEHALL FDS9219464069,555$1.2M0.25%
74SELECT SECTOR SPDR TR81369Y50611,825$1.1M0.24%
75VANGUARD INDEX FDS9229087694,289$1.1M0.24%
76LOCKHEED MARTIN CORPLMT2,217$1.0M0.22%
77COSTCO WHSL CORP NEW22160K1051,376$1.0M0.22%
78INNOVATOR ETFS TRUSTINHD29,490$1.0M0.22%
79VANGUARD INDEX FDS92290855311,476$992,4810.22%
80ISHARES TR4642871687,835$965,1150.21%
81WALMART INCWMT15,632$940,5710.20%
82HONEYWELL INTL INC4385161064,507$925,0620.20%
83INVESCO EXCHANGE TRADED FD TIVZ28,472$905,1350.20%
84ISHARES TR4642874084,844$904,9080.20%
85DIMENSIONAL ETF TRUST25434V40115,868$904,1590.20%
86INTERNATIONAL BUSINESS MACHSINTR4,651$888,2330.19%
87AMERICAN CENTY ETF TR02507234913,659$877,7270.19%
88PALO ALTO NETWORKS INCPANW3,040$863,7550.19%
89ISHARES TR46432F84211,608$861,5410.19%
90COCA COLA COKO13,947$853,2530.19%
91INNOVATOR ETFS TRUSTINHD25,430$830,2900.18%
92FIDELITY COVINGTON TRUST31609A10728,293$826,1540.18%
93INNOVATOR ETFS TRUSTINHD22,267$819,6480.18%
94ISHARES TR4642875984,541$813,3390.18%
95DIMENSIONAL ETF TRUST25434V70825,195$804,9800.17%
96SELECT SECTOR SPDR TR81369Y88612,175$799,3140.17%
97COMCAST CORP NEWCCZ18,266$791,8390.17%
98SPDR GOLD TRGLD3,811$783,9990.17%
99J P MORGAN EXCHANGE TRADED F46641Q67016,625$775,4730.17%
100ISHARES TR4642876553,494$734,8530.16%
101INNOVATOR ETFS TRUSTINHD18,704$727,0240.16%
102T ROWE PRICE ETF INC87283Q86723,950$724,0090.16%
103INNOVATOR ETFS TRUSTINHD25,154$722,7020.16%
104INNOVATOR ETFS TRUSTINHD20,195$697,1310.15%
105FIDELITY COVINGTON TRUST31609235217,126$658,8370.14%
106AMGEN INCAMGN2,308$656,2110.14%
107AMERICAN CENTY ETF TR02507232312,332$645,6970.14%
108ISHARES TR46432F3963,397$636,4280.14%
109LOWES COS INC5486611072,428$618,4840.13%
110J P MORGAN EXCHANGE TRADED F46641Q83712,158$613,3710.13%
111CISCO SYS INCCSCO12,027$600,2680.13%
112INNOVATOR ETFS TRUSTINHD13,659$594,7130.13%
113CONOCOPHILLIPSCOP4,625$588,7070.13%
114BOEING COBA-PA3,031$584,9190.13%
115SELECT SECTOR SPDR TR81369Y2093,940$582,0190.13%
116ABBOTT LABSABLZF5,066$575,7980.13%
117INNOVATOR ETFS TRUSTINHD9,672$557,5820.12%
118CVS HEALTH CORPCVS6,788$541,3820.12%
119TORONTO DOMINION BK ONTTORO8,913$538,1660.12%
120ISHARES TR4642876065,840$532,9000.12%
121INNOVATOR ETFS TRUSTINHD13,100$531,9100.12%
122PFIZER INCPFE19,150$531,4040.12%
123ISHARES TR4642887603,808$502,3280.11%
124CONSTELLATION ENERGY CORPCEG2,717$502,2370.11%
125SELECT SECTOR SPDR TR81369Y8032,394$498,6650.11%
126INVESCO EXCHANGE TRADED FD TIVZ12,843$494,0690.11%
127DEERE & CODE1,199$492,6500.11%
128VANGUARD STAR FDS9219097687,909$476,8950.10%
129VANGUARD ADMIRAL FDS INC9219328854,628$476,7300.10%
130BROOKFIELD CORP11271J10711,250$471,0380.10%
131INNOVATOR ETFS TRUSTINHD10,585$461,2940.10%
132DIMENSIONAL ETF TRUST25434V5007,372$459,5700.10%
133FISERV INCFISV2,843$454,3680.10%
134INVESCO EXCH TRD SLF IDX FDIVZ21,460$438,4280.10%
135INNOVATOR ETFS TRUSTINHD11,730$427,9690.09%
136FEDEX CORPFDX1,450$420,2150.09%
137OCEANFIRST FINL CORP67523410825,453$417,6890.09%
138COINBASE GLOBAL INCCOIN1,539$408,0200.09%
139TARGET CORPTGT2,302$407,9370.09%
140INNOVATOR ETFS TRUSTINHD8,520$405,3260.09%
141INNOVATOR ETFS TRUSTINHD11,055$403,5080.09%
142INNOVATOR ETFS TRUSTINHD10,699$401,1200.09%
143DIMENSIONAL ETF TRUST25434V7249,693$396,4440.09%
144PROSHARES TR74347R1075,095$394,9700.09%
145SELECT SECTOR SPDR TR81369Y7043,124$393,5430.09%
146AMERICAN INTL GROUP INC0268747845,026$392,8820.09%
147VERIZON COMMUNICATIONS INCVZ8,938$375,0290.08%
148INNOVATOR ETFS TRUSTINHD9,448$371,1170.08%
149PPL CORPPPLC13,450$370,2790.08%
150INTEL CORPINTC8,299$366,5800.08%
151FIDELITY WISE ORIGIN BITCOINFBTC5,875$364,6030.08%
152MARATHON PETE CORPMARA1,795$361,7880.08%
153INNOVATOR ETFS TRUSTINHD8,900$358,9370.08%
154ISHARES TR4642871503,092$356,4580.08%
155SCHWAB STRATEGIC TR8085248627,327$353,2350.08%
156SPDR S&P MIDCAP 400 ETF TRMDY624$347,1940.08%
157PHILIP MORRIS INTL INC7181721093,716$340,4600.07%
158PAYCHEX INCPAYX2,770$340,1560.07%
159ISHARES TR4642877052,836$335,4950.07%
160INVESCO EXCH TRD SLF IDX FDIVZ17,458$335,3680.07%
161BLACKSTONE INCBX2,543$334,0740.07%
162LINDE PLCLIN713$331,0600.07%
163RTX CORPORATIONRTX3,392$330,8490.07%
164SELECT SECTOR SPDR TR81369Y6057,833$329,9450.07%
165NOVO-NORDISK A SNONOF2,561$328,8320.07%
166INVESCO EXCH TRADED FD TR IIIVZ1,790$327,0150.07%
167FIDELITY MERRIMACK STR TR3161883097,179$325,3000.07%
168AMERICAN CENTY ETF TR0250727524,925$324,3510.07%
169ISHARES TR4642878872,436$318,4580.07%
170AMERICAN CENTY ETF TR0250725056,246$315,7350.07%
171INNOVATOR ETFS TRUSTINHD9,365$314,5700.07%
172SELECTIVE INS GROUP INC8163001072,873$313,6450.07%
173GOLDMAN SACHS GROUP INCGSCE749$312,6830.07%
174EXELON CORPEXC8,297$311,7180.07%
175DUKE ENERGY CORP NEWDUKB3,160$305,6040.07%
176INNOVATOR ETFS TRUSTINHD10,620$302,3050.07%
177BP PLCBPPFF8,009$301,7830.07%
178MCKESSON CORPMCK556$298,4890.06%
179FORD MTR CO DEL34537086022,387$297,3030.06%
180ISHARES TR4642874993,486$293,1390.06%
181ISHARES TR4642888775,387$293,0530.06%
182AUTOMATIC DATA PROCESSING INADP1,163$290,4480.06%
183AT&T INCT-PC16,466$289,8030.06%
184ISHARES TR4642873093,431$289,7140.06%
185ISHARES TR4642884142,690$289,4440.06%
186INNOVATOR ETFS TRUSTINHD6,359$289,3980.06%
187BLACKROCK INCBLK345$287,6270.06%
188ISHARES TR4642874812,505$285,9210.06%
189SHELL PLCRYDAF4,255$285,2550.06%
190GENERAL ELECTRIC CO3696043011,618$284,0860.06%
191INVESCO EXCH TRADED FD TR IIIVZ4,287$282,3930.06%
192TRAVELERS COMPANIES INCTRV1,215$279,6200.06%
193STARBUCKS CORPSBUX3,048$278,5570.06%
194SCHWAB STRATEGIC TR8085244093,654$277,5940.06%
195PUBLIC SVC ENTERPRISE GRP IN7445731064,063$271,3290.06%
196VANGUARD WHITEHALL FDS9219467943,902$268,4770.06%
197GENERAL DYNAMICS CORPGD937$264,6930.06%
198SALESFORCE INCCRM875$263,5330.06%
199PHILLIPS 66PSX1,608$262,6510.06%
200SCHWAB CHARLES CORPSCHW-PJ3,603$260,6410.06%
201CROWDSTRIKE HLDGS INCCRWD813$260,6400.06%
202VANGUARD WORLD FD92204A3061,967$259,0050.06%
203ORACLE CORPORCL-PD2,045$256,8790.06%
204UBS AG LONDON BRANCHUSML303$255,5660.06%
205ADOBE INCADBE498$251,2910.05%
206WEC ENERGY GROUP INCWEC3,050$250,4660.05%
207PROSHARES TR74347R2062,844$248,7930.05%
208INNOVATOR ETFS TRUSTINHD7,525$246,0310.05%
209PACER FDS TR69374H8814,225$245,5150.05%
210FIDELITY COVINGTON TRUST3160924029,450$244,4720.05%
211EOG RES INCEOG1,899$242,7680.05%
212ISHARES TR4642885702,408$242,7440.05%
213ALTRIA GROUP INCMO5,520$240,7850.05%
214STRYKER CORPORATIONSYK672$240,4890.05%
215ISHARES TR4642888852,266$235,1880.05%
216J P MORGAN EXCHANGE TRADED F46641Q3324,062$235,0170.05%
217DANAHER CORPORATION235851102929$231,9980.05%
218AMERICAN EXPRESS COAXP1,017$231,5610.05%
219SELECT SECTOR SPDR TR81369Y8522,833$231,3430.05%
220SHOPIFY INCSHOP2,996$231,2010.05%
221UBER TECHNOLOGIES INCUBER2,961$227,9670.05%
222WASTE MGMT INC DEL94106L1091,066$227,1910.05%
223AMERICAN CENTY ETF TR0250728852,535$226,8990.05%
224INNOVATOR ETFS TRUSTINHD6,025$226,5350.05%
225JANUS DETROIT STR TR47103U8454,403$223,4140.05%
226GENERAL MLS INC3703341043,125$218,6770.05%
227PNC FINL SVCS GROUP INC6934751051,353$218,6340.05%
228SOUTHERN COSOMN2,999$215,1480.05%
229BECTON DICKINSON & COBDX868$214,9060.05%
230DNP SELECT INCOME FD INC23325P10423,001$208,6160.05%
231NORFOLK SOUTHN CORP655844108813$207,2090.05%
232ISHARES TR464287648764$206,8910.04%
233CUMMINS INCCMI685$201,8350.04%
234ISHARES TR464287689672$201,6330.04%
235ADAMS DIVERSIFIED EQUITY FD00621210410,000$195,2000.04%
236VANGUARD SCOTTSDALE FDS92206C8701,000$80,5100.02%
237J P MORGAN EXCHANGE TRADED F46641Q837650$32,7930.01%
238INVESCO EXCH TRD SLF IDX FDIVZ1,250$25,5380.01%
239ATAI LIFE SCIENCES NVN0731H10312,903$25,4190.01%
240INVESCO EXCH TRD SLF IDX FDIVZ1,300$24,9730.01%
241CYBIN INCHELP39,760$16,4410.00%
242WESTWATER RES INCWWR15,000$7,3500.00%
243SEELOS THERAPEUTICS INC81577F20811,889$7,0260.00%
244MATINAS BIOPHARMA HLDGS INCMTNB10,000$2,7100.00%