SC&H Financial Advisors

SC&H Financial Advisors as of Dec. 31, 2021

Portfolio Holdings for SC&H Financial Advisors

SC&H Financial Advisors holds 151 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 8.9 $16M 554k 28.97
Vanguard Index Fds Large Cap Etf (VV) 5.9 $11M 48k 221.02
Ishares Tr Core S&p500 Etf (IVV) 4.7 $8.4M 18k 476.98
American Centy Etf Tr Us Eqt Etf (AVUS) 4.4 $7.9M 99k 80.16
Apple (AAPL) 3.7 $6.7M 38k 177.57
Procter & Gamble Company (PG) 3.5 $6.3M 38k 163.58
American Centy Etf Tr Intl Eqt Etf (AVDE) 3.2 $5.8M 92k 63.38
Microsoft Corporation (MSFT) 2.6 $4.7M 14k 336.29
Dimensional Etf Trust World Ex Us Core (DFAX) 2.2 $4.0M 154k 26.11
Ishares Tr Core Msci Eafe (IEFA) 2.0 $3.6M 49k 74.64
Vanguard Specialized Funds Div App Etf (VIG) 1.9 $3.4M 20k 171.73
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.8 $3.3M 52k 63.33
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $3.2M 6.7k 474.96
Ishares Tr Core S&p Ttl Stk (ITOT) 1.5 $2.8M 26k 106.98
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.5 $2.8M 47k 59.99
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.3 $2.3M 77k 29.57
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.2 $2.2M 28k 79.73
Wisdomtree Tr Us Smallcap Divd (DES) 1.2 $2.2M 66k 32.86
Alphabet Cap Stk Cl A (GOOGL) 1.2 $2.1M 722.00 2897.51
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.1 $1.9M 21k 92.76
Costco Wholesale Corporation (COST) 1.0 $1.9M 3.3k 567.89
Ishares Tr Russell 2000 Etf (IWM) 1.0 $1.9M 8.3k 222.44
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.0 $1.8M 54k 33.00
UnitedHealth (UNH) 0.9 $1.6M 3.1k 502.08
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.8 $1.5M 14k 107.45
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $1.5M 8.4k 178.89
Spdr Ser Tr S&p Divid Etf (SDY) 0.8 $1.4M 11k 129.11
Visa Com Cl A (V) 0.8 $1.4M 6.4k 216.66
Prologis (PLD) 0.8 $1.4M 8.1k 168.31
Ishares Tr Global Reit Etf (REET) 0.7 $1.4M 44k 30.62
JPMorgan Chase & Co. (JPM) 0.7 $1.3M 8.5k 158.39
Home Depot (HD) 0.7 $1.3M 3.2k 415.06
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.7 $1.3M 47k 27.35
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.7 $1.3M 8.4k 150.27
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.7 $1.2M 4.8k 254.57
Eversource Energy (ES) 0.6 $1.2M 13k 90.94
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.6 $1.1M 17k 68.66
Cincinnati Financial Corporation (CINF) 0.6 $1.1M 9.8k 113.95
Paychex (PAYX) 0.6 $1.1M 8.2k 136.51
Ishares Core Msci Emkt (IEMG) 0.6 $1.1M 18k 59.86
Qualcomm (QCOM) 0.6 $1.1M 5.9k 182.91
Thermo Fisher Scientific (TMO) 0.5 $990k 1.5k 667.12
Amazon (AMZN) 0.5 $967k 290.00 3334.48
Mastercard Incorporated Cl A (MA) 0.5 $960k 2.7k 359.42
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $930k 8.1k 114.52
Vanguard Index Fds Small Cp Etf (VB) 0.5 $921k 4.1k 225.90
Alphabet Cap Stk Cl C (GOOG) 0.5 $864k 298.00 2899.33
Mccormick & Co Com Non Vtg (MKC) 0.5 $859k 8.9k 96.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $832k 2.8k 299.17
Lam Research Corporation (LRCX) 0.5 $828k 1.2k 719.37
Edwards Lifesciences (EW) 0.5 $819k 6.3k 129.61
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $813k 3.2k 254.62
Dimensional Etf Trust Us Equity Etf (DFUS) 0.4 $807k 16k 51.73
Ishares Tr Msci Eafe Etf (EFA) 0.4 $795k 10k 78.67
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $763k 6.7k 114.03
Zoetis Cl A (ZTS) 0.4 $755k 3.1k 243.86
Ishares Tr Rus 1000 Etf (IWB) 0.4 $740k 2.8k 264.57
Adobe Systems Incorporated (ADBE) 0.4 $702k 1.2k 567.04
Hca Holdings (HCA) 0.4 $685k 2.7k 256.94
Danaher Corporation (DHR) 0.4 $683k 2.1k 329.00
Meta Platforms Cl A (META) 0.4 $666k 2.0k 336.36
Johnson & Johnson (JNJ) 0.4 $664k 3.9k 171.05
Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.4 $638k 22k 29.71
Accenture Plc Ireland Shs Class A (ACN) 0.3 $632k 1.5k 414.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $629k 13k 49.43
Lowe's Companies (LOW) 0.3 $627k 2.4k 258.45
McDonald's Corporation (MCD) 0.3 $626k 2.3k 267.86
Intel Corporation (INTC) 0.3 $625k 12k 51.53
Fifth Third Ban (FITB) 0.3 $616k 14k 43.52
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $612k 1.5k 397.92
American Water Works (AWK) 0.3 $605k 3.2k 188.83
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $586k 11k 54.88
Cintas Corporation (CTAS) 0.3 $584k 1.3k 443.43
United Parcel Service CL B (UPS) 0.3 $579k 2.7k 214.44
Mccormick & Co Com Vtg (MKC.V) 0.3 $572k 6.0k 95.40
Blackstone Group Inc Com Cl A (BX) 0.3 $565k 4.4k 129.38
Xcel Energy (XEL) 0.3 $553k 8.2k 67.70
Twitter 0.3 $552k 13k 43.19
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $547k 6.8k 80.85
Wal-Mart Stores (WMT) 0.3 $538k 3.7k 144.78
National Retail Properties (NNN) 0.3 $526k 11k 48.06
Arthur J. Gallagher & Co. (AJG) 0.3 $518k 3.1k 169.61
Bristol Myers Squibb (BMY) 0.3 $500k 8.0k 62.35
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $498k 2.1k 241.28
Starbucks Corporation (SBUX) 0.3 $496k 4.2k 116.90
Walt Disney Company (DIS) 0.3 $492k 3.2k 154.77
Altria (MO) 0.3 $476k 10k 47.38
Comcast Corp Cl A (CMCSA) 0.3 $476k 9.5k 50.29
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.3 $471k 5.0k 95.07
Kimberly-Clark Corporation (KMB) 0.3 $468k 3.3k 142.94
Ishares Tr Core Msci Total (IXUS) 0.3 $460k 6.5k 71.01
Mettler-Toledo International (MTD) 0.3 $458k 270.00 1696.30
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.3 $457k 8.6k 53.21
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $451k 1.00 451000.00
Hartford Financial Services (HIG) 0.2 $450k 6.5k 68.98
Exelon Corporation (EXC) 0.2 $444k 7.7k 57.70
Trane Technologies SHS (TT) 0.2 $440k 2.2k 202.21
Verizon Communications (VZ) 0.2 $437k 8.4k 51.96
Vanguard World Fds Energy Etf (VDE) 0.2 $437k 5.6k 77.62
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $431k 5.3k 81.32
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $426k 7.7k 55.66
American Centy Etf Tr Avantis Core Fi (AVIG) 0.2 $418k 8.6k 48.76
Ishares Tr Rusel 2500 Etf (SMMD) 0.2 $412k 6.2k 66.39
Mid-America Apartment (MAA) 0.2 $411k 1.8k 229.48
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $410k 8.1k 50.42
PNC Financial Services (PNC) 0.2 $394k 2.0k 200.61
Select Sector Spdr Tr Communication (XLC) 0.2 $392k 5.1k 77.62
Emerson Electric (EMR) 0.2 $392k 4.2k 92.94
Cisco Systems (CSCO) 0.2 $392k 6.2k 63.40
Ares Capital Corporation (ARCC) 0.2 $391k 19k 21.19
T. Rowe Price (TROW) 0.2 $350k 1.8k 196.74
MetLife (MET) 0.2 $342k 5.5k 62.47
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $336k 1.2k 282.83
Ishares Tr Core Intl Aggr (IAGG) 0.2 $333k 6.1k 54.47
Ishares Tr Select Divid Etf (DVY) 0.2 $322k 2.6k 122.62
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $318k 1.7k 182.97
Duke Energy Corp Com New (DUK) 0.2 $317k 3.0k 104.79
FedEx Corporation (FDX) 0.2 $310k 1.2k 258.33
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $304k 4.7k 64.61
Truist Financial Corp equities (TFC) 0.2 $303k 5.2k 58.46
Xpeng Ads (XPEV) 0.2 $302k 6.0k 50.33
NVIDIA Corporation (NVDA) 0.2 $297k 1.0k 294.64
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $293k 5.7k 51.13
Cme (CME) 0.2 $289k 1.3k 228.28
Tesla Motors (TSLA) 0.2 $278k 263.00 1057.03
Goldman Sachs (GS) 0.2 $278k 726.00 382.92
Mondelez Intl Cl A (MDLZ) 0.1 $270k 4.1k 66.42
Crown Castle Intl (CCI) 0.1 $269k 1.3k 208.69
Nextera Energy (NEE) 0.1 $259k 2.8k 93.33
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 0.1 $257k 12k 21.40
Key (KEY) 0.1 $255k 11k 23.16
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $255k 2.9k 86.97
American Tower Reit (AMT) 0.1 $254k 870.00 291.95
Pfizer (PFE) 0.1 $251k 4.3k 58.95
Asml Holding N V N Y Registry Shs (ASML) 0.1 $251k 316.00 794.30
Northrop Grumman Corporation (NOC) 0.1 $245k 632.00 387.66
Honeywell International (HON) 0.1 $242k 1.2k 208.62
DTE Energy Company (DTE) 0.1 $238k 2.0k 119.66
Aon Shs Cl A (AON) 0.1 $236k 785.00 300.64
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $232k 4.9k 47.45
Assurant (AIZ) 0.1 $231k 1.5k 156.08
Zscaler Incorporated (ZS) 0.1 $231k 720.00 320.83
Amphenol Corp Cl A (APH) 0.1 $227k 2.6k 87.31
Norfolk Southern (NSC) 0.1 $227k 761.00 298.29
Atmos Energy Corporation (ATO) 0.1 $220k 2.1k 104.56
SYSCO Corporation (SYY) 0.1 $218k 2.8k 78.39
Coca-Cola Company (KO) 0.1 $214k 3.6k 59.30
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.1 $213k 9.9k 21.48
Ally Financial (ALLY) 0.1 $213k 4.5k 47.64
American Electric Power Company (AEP) 0.1 $210k 2.4k 89.10
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $200k 9.0k 22.12