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SC&H Financial Advisors

Latest statistics and disclosures from SC&H Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, AVUS, DFAU, AVDE, DFAI, and represent 41.65% of SC&H Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC, AVUS, DFIC, DFAU, DFUS, AVDE, AVEM, DFAI, IJH, AVGE.
Started 9 new stock positions in IYY, TFC, AIZ, CEG, XLC, VOO, DFAW, VUG, TROW.
Reduced shares in these 10 stocks: BSV, MSFT, LIN, IVV, DTE, BMY, TT, NVDA, VTV, VT.
Sold out of its positions in BMY, DTE, LIN, TT.
SC&H Financial Advisors was a net buyer of stock by $15M.
SC&H Financial Advisors has $384M in assets under management (AUM), dropping by 10.77%.
Central Index Key (CIK): 0001907898

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Positions held by SC&H Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for SC&H Financial Advisors

SC&H Financial Advisors holds 143 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	14.3	$55M	+7%	1.7M	31.95	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	11.8	$45M	+7%	507k	89.50	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	6.1	$23M	+5%	642k	36.54	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	4.9	$19M	+5%	293k	63.74	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	4.5	$18M	+3%	578k	30.22	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	3.9	$15M	+9%	567k	26.75	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	3.8	$15M	+7%	255k	56.98	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.5	$14M	+7%	235k	57.96	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.0	$11M		47k	239.76	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.6	$9.9M	-3%	19k	525.74	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.3	$8.8M		119k	74.22	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.9	$7.5M	+2%	303k	24.72	View chart
Apple (AAPL)	1.8	$6.8M	+3%	40k	171.48	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.6	$6.2M	+7%	132k	47.04	View chart
Microsoft Corporation (MSFT)	1.6	$6.1M	-5%	15k	420.73	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.3	$5.0M		198k	25.44	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.2	$4.4M	+5%	47k	93.71	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.0	$3.7M	+2%	69k	54.43	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.0	$3.7M	+5%	146k	25.49	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$3.6M	+6%	7.0k	523.10	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.8	$3.0M	+2%	49k	62.34	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$2.8M		15k	182.61	View chart
Ishares Tr Global Reit Etf (REET)	0.7	$2.7M		114k	23.68	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$2.6M	-3%	23k	115.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$2.6M		9.9k	259.91	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.6	$2.4M		81k	30.10	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$2.3M	+3%	29k	80.51	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.6	$2.3M		55k	41.25	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$2.1M	-3%	14k	150.93	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.6	$2.1M	+12%	51k	41.95	View chart
Costco Wholesale Corporation (COST)	0.5	$2.0M		2.7k	732.61	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$1.9M	-16%	25k	76.67	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.5	$1.8M	-8%	17k	110.50	View chart
Visa Com Cl A (V)	0.5	$1.8M	-2%	6.5k	279.09	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.4	$1.6M		53k	29.99	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$1.6M		31k	51.60	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$1.6M	-7%	16k	97.94	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.4	$1.5M	+9%	56k	26.94	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$1.5M		5.3k	288.05	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$1.5M		23k	64.26	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.4	$1.5M		45k	32.68	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$1.5M	-3%	9.5k	155.92	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.5M	-3%	7.3k	200.30	View chart
Mastercard Incorporated Cl A (MA)	0.4	$1.4M	-3%	3.0k	481.64	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$1.4M	-2%	7.3k	191.88	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.4	$1.3M	+50%	19k	69.82	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$1.3M	-5%	20k	65.87	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$1.2M		5.4k	228.60	View chart
UnitedHealth (UNH)	0.3	$1.2M		2.4k	494.64	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$1.1M		17k	65.86	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.3	$1.1M		8.4k	131.25	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.3	$1.1M	+39%	19k	58.65	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.3	$1.1M	+5%	26k	42.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.1M	+6%	2.6k	420.52	View chart
Paychex (PAYX)	0.3	$1.1M	-12%	8.7k	122.81	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.1M		5.1k	210.31	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.0M		6.9k	152.25	View chart
Home Depot (HD)	0.3	$1.0M	-11%	2.7k	383.64	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.0M		13k	79.86	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.3	$984k	-3%	21k	46.28	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$971k	+3%	14k	67.86	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$950k		4.0k	235.81	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$933k	+3%	37k	25.53	View chart
Meta Platforms Cl A (META)	0.2	$881k		1.8k	485.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$877k		7.9k	110.52	View chart
Lam Research Corporation (LRCX)	0.2	$874k		900.00	971.38	View chart
Cincinnati Financial Corporation (CINF)	0.2	$872k	-14%	7.0k	124.17	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$872k		15k	60.30	View chart
Prologis (PLD)	0.2	$833k	-4%	6.4k	130.22	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$820k	+2%	3.3k	249.86	View chart
Cintas Corporation (CTAS)	0.2	$800k		1.2k	686.91	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.2	$776k		20k	38.47	View chart
Procter & Gamble Company (PG)	0.2	$767k		4.7k	162.25	View chart
United Parcel Service CL B (UPS)	0.2	$760k	+24%	5.1k	148.63	View chart
Lowe's Companies (LOW)	0.2	$729k		2.9k	254.70	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$728k		4.2k	175.28	View chart
Thermo Fisher Scientific (TMO)	0.2	$690k	-11%	1.2k	581.01	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$663k		21k	31.61	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$634k		1.00	634440.00	View chart
Mccormick & Co Com Non Vtg (MKC)	0.2	$625k	-4%	8.1k	76.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$618k	+420%	10k	60.74	View chart
Wal-Mart Stores (WMT)	0.2	$608k	+200%	10k	60.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$584k		1.3k	444.05	View chart
McDonald's Corporation (MCD)	0.1	$554k	-10%	2.0k	282.00	View chart
Vanguard World Energy Etf (VDE)	0.1	$546k		4.1k	131.71	View chart
Amazon (AMZN)	0.1	$542k	+51%	3.0k	180.38	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$541k	-24%	3.3k	162.87	View chart
Eversource Energy (ES)	0.1	$527k		8.8k	59.77	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$497k	-5%	12k	41.77	View chart
National Retail Properties (NNN)	0.1	$477k		11k	42.74	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$467k		2.6k	179.14	View chart
Adobe Systems Incorporated (ADBE)	0.1	$458k		908.00	504.60	View chart
Edwards Lifesciences (EW)	0.1	$451k		4.7k	95.56	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$438k		1.8k	250.04	View chart
American Water Works (AWK)	0.1	$433k	-7%	3.5k	122.23	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$428k		6.1k	70.00	View chart
Xcel Energy (XEL)	0.1	$422k	-9%	7.9k	53.75	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$410k		5.3k	77.31	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$408k		3.9k	103.79	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$407k	+14%	18k	22.37	View chart
Zoetis Cl A (ZTS)	0.1	$390k		2.3k	169.23	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$368k	-2%	14k	27.19	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$364k		8.8k	41.25	View chart
Danaher Corporation (DHR)	0.1	$359k		1.4k	249.65	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$338k		975.00	346.61	View chart
Atmos Energy Corporation (ATO)	0.1	$336k	-19%	2.8k	118.86	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$333k		2.5k	131.36	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$331k	-5%	7.0k	47.44	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$316k		6.4k	49.40	View chart
Broadcom (AVGO)	0.1	$315k		238.00	1322.63	View chart
Northrop Grumman Corporation (NOC)	0.1	$314k		656.00	478.95	View chart
NVIDIA Corporation (NVDA)	0.1	$311k	-37%	344.00	904.49	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$306k		3.4k	90.44	View chart
Amphenol Corp Cl A (APH)	0.1	$301k		2.6k	115.35	View chart
Pulte (PHM)	0.1	$299k		2.5k	120.62	View chart
Textron (TXT)	0.1	$298k		3.1k	95.92	View chart
Mettler-Toledo International (MTD)	0.1	$294k	-4%	221.00	1331.29	View chart
Hca Holdings (HCA)	0.1	$289k	-5%	866.00	333.59	View chart
Starbucks Corporation (SBUX)	0.1	$288k		3.1k	91.39	View chart
Johnson & Johnson (JNJ)	0.1	$278k		1.8k	158.17	View chart
Constellation Energy (CEG)	0.1	$277k	NEW	1.5k	184.84	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$270k		3.1k	86.68	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$264k		9.2k	28.55	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	0.1	$255k		8.2k	31.21	View chart
PNC Financial Services (PNC)	0.1	$249k		1.5k	161.61	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$243k		4.0k	60.43	View chart
Kimberly-Clark Corporation (KMB)	0.1	$239k		1.9k	129.35	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.1	$238k		3.5k	67.39	View chart
Qualcomm (QCOM)	0.1	$233k	-8%	1.4k	169.32	View chart
Bank of America Corporation (BAC)	0.1	$233k	-19%	6.1k	37.92	View chart
SYSCO Corporation (SYY)	0.1	$232k		2.9k	81.17	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$227k		2.6k	86.49	View chart
Bioatla (BCAB)	0.1	$225k		66k	3.44	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$219k	NEW	3.7k	59.13	View chart
T. Rowe Price (TROW)	0.1	$217k	NEW	1.8k	121.91	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$216k	NEW	2.6k	81.66	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$214k	NEW	446.00	480.71	View chart
Intel Corporation (INTC)	0.1	$211k		4.8k	44.17	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$210k	NEW	1.6k	128.09	View chart
Assurant (AIZ)	0.1	$209k	NEW	1.1k	188.24	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$209k	-4%	4.2k	50.17	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$205k	NEW	595.00	343.97	View chart
Truist Financial Corp equities (TFC)	0.1	$202k	NEW	5.2k	38.98	View chart

Past Filings by SC&H Financial Advisors

SEC 13F filings are viewable for SC&H Financial Advisors going back to 2021

SC&H Financial Advisors 2024 Q1 filed May 2, 2024
SC&H Financial Advisors 2023 Q4 filed Feb. 1, 2024
SC&H Financial Advisors 2023 Q3 filed Oct. 30, 2023
SC&H Financial Advisors 2023 Q2 filed Aug. 7, 2023
SC&H Financial Advisors 2023 Q1 filed May 12, 2023
SC&H Financial Advisors 2022 Q4 filed Feb. 10, 2023
SC&H Financial Advisors 2022 Q3 filed Nov. 9, 2022
SC&H Financial Advisors 2022 Q2 filed Aug. 10, 2022
SC&H Financial Advisors 2022 Q1 filed May 10, 2022
SC&H Financial Advisors 2021 Q4 filed Feb. 10, 2022

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