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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 42.43% of SC&H Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC, AVUS, DFUS, DFIC, DCOR, DUSB, DFSD, DFAU, DFAI, AVEM.
Started 9 new stock positions in GS, VEA, AEP, MO, NSC, AIZ, LMT, DTE, DUSB.
Reduced shares in these 10 stocks: VV, AMZN, VDE, IVV, VWO, DFLV, IEFA, BAC, IXUS, JPM.
SC&H Financial Advisors was a net buyer of stock by $25M.
SC&H Financial Advisors has $458M in assets under management (AUM), dropping by 12.18%.
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 153 positions in its portfolio as reported in the September 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)	14.9	$68M	+5%	2.0M	34.29	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	12.2	$56M	+6%	587k	95.15	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	6.1	$28M	+4%	705k	39.69	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	4.7	$22M	+3%	322k	67.03	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	4.5	$20M	+6%	642k	31.78	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	4.3	$20M	+10%	705k	28.14	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	4.3	$20M	+12%	315k	62.20	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.7	$17M	+4%	265k	64.60	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.7	$12M		46k	263.29	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.4	$11M		19k	576.83	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.0	$9.2M		118k	78.05	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.0	$9.2M	+4%	335k	27.41	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.9	$8.8M	+22%	184k	47.74	View chart
Apple (AAPL)	1.9	$8.6M		37k	233.00	View chart
Microsoft Corporation (MSFT)	1.4	$6.5M	+2%	15k	430.31	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.2	$5.7M	+2%	210k	27.01	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.1	$4.9M	+8%	51k	95.95	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.0	$4.6M	+6%	165k	28.15	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.9	$4.2M	+3%	75k	55.63	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.9	$4.0M	+81%	63k	63.34	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$3.9M		6.8k	573.73	View chart
Ishares Tr Global Reit Etf (REET)	0.7	$3.4M	+3%	127k	26.69	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.7	$3.4M	+4%	52k	64.86	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.7	$3.1M	+35%	72k	43.19	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$2.9M		10k	283.17	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$2.9M		14k	198.06	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$2.8M		22k	125.62	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.6	$2.7M		62k	42.51	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.6	$2.6M	+4%	85k	30.80	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$2.5M		29k	83.75	View chart
Costco Wholesale Corporation (COST)	0.5	$2.4M		2.7k	886.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$2.2M		14k	165.86	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$2.0M		17k	119.70	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$1.9M		19k	101.27	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$1.9M	+7%	24k	78.69	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$1.7M		30k	57.41	View chart
Visa Com Cl A (V)	0.4	$1.7M	-2%	6.2k	274.96	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.4	$1.7M	+3%	23k	73.87	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$1.7M		5.3k	314.38	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.4	$1.7M	NEW	33k	50.77	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.4	$1.6M	+2%	59k	27.70	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.3	$1.6M		46k	34.49	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$1.6M		7.8k	200.79	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$1.6M		24k	65.83	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.3	$1.5M	-5%	50k	30.81	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$1.5M		9.2k	167.68	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.5M	-4%	7.1k	210.87	View chart
Mastercard Incorporated Cl A (MA)	0.3	$1.4M	-3%	2.8k	493.88	View chart
UnitedHealth (UNH)	0.3	$1.4M		2.4k	584.77	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$1.3M		19k	71.73	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$1.3M		5.4k	237.20	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$1.2M	+9%	43k	28.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.2M		7.3k	167.19	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$1.2M		17k	70.67	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.3	$1.2M		8.4k	142.05	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.2	$1.1M	-2%	24k	47.14	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.1M		2.4k	460.26	View chart
Procter & Gamble Company (PG)	0.2	$1.1M		6.5k	173.20	View chart
Home Depot (HD)	0.2	$1.1M		2.7k	405.24	View chart
Meta Platforms Cl A (META)	0.2	$1.1M	+3%	1.9k	572.46	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.1M		13k	83.63	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.1M	-3%	4.8k	220.89	View chart
Paychex (PAYX)	0.2	$1000k	-5%	7.5k	134.20	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$960k	-7%	13k	72.63	View chart
Cintas Corporation (CTAS)	0.2	$959k	+299%	4.7k	205.89	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$944k		15k	64.74	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$911k		7.8k	116.96	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.2	$906k		19k	47.13	View chart
Cincinnati Financial Corporation (CINF)	0.2	$898k		6.6k	136.12	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$870k		3.6k	243.50	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$866k		3.3k	263.83	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.2	$823k		20k	40.63	View chart
Wal-Mart Stores (WMT)	0.2	$818k		10k	80.75	View chart
Lowe's Companies (LOW)	0.2	$777k		2.9k	270.88	View chart
Prologis (PLD)	0.2	$760k		6.0k	126.28	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$758k		4.2k	182.00	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$739k		12k	62.32	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$739k		22k	34.07	View chart
Thermo Fisher Scientific (TMO)	0.2	$737k		1.2k	618.36	View chart
Lam Research Corporation (LRCX)	0.2	$734k		900.00	815.92	View chart
United Parcel Service CL B (UPS)	0.2	$719k		5.3k	136.35	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$691k		1.00	691180.00	View chart
Mccormick & Co Com Non Vtg (MKC)	0.1	$665k	-3%	8.1k	82.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$645k	+2%	1.3k	488.02	View chart
NVIDIA Corporation (NVDA)	0.1	$606k	+64%	5.0k	121.43	View chart
McDonald's Corporation (MCD)	0.1	$592k		1.9k	304.56	View chart
Broadcom (AVGO)	0.1	$582k	+1318%	3.4k	172.50	View chart
Zoetis Cl A (ZTS)	0.1	$509k		2.6k	195.36	View chart
Amazon (AMZN)	0.1	$499k	-24%	2.7k	186.33	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$497k		2.6k	189.76	View chart
American Water Works (AWK)	0.1	$494k		3.4k	146.26	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$482k		6.5k	73.67	View chart
National Retail Properties (NNN)	0.1	$480k		9.9k	48.49	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$470k		2.7k	174.59	View chart
Adobe Systems Incorporated (ADBE)	0.1	$470k		908.00	517.78	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$470k		18k	25.64	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$444k		3.9k	112.94	View chart
Eversource Energy (ES)	0.1	$444k	-3%	6.5k	68.05	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$429k		1.5k	281.37	View chart
Xcel Energy (XEL)	0.1	$427k	-5%	6.5k	65.30	View chart
Danaher Corporation (DHR)	0.1	$421k		1.5k	278.05	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$392k		14k	29.06	View chart
Constellation Energy (CEG)	0.1	$392k		1.5k	260.06	View chart
Atmos Energy Corporation (ATO)	0.1	$392k		2.8k	138.70	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$388k		2.5k	153.12	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$370k	+8%	5.8k	63.46	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$357k	-15%	4.5k	79.42	View chart
Pulte (PHM)	0.1	$356k		2.5k	143.53	View chart
Hca Holdings (HCA)	0.1	$352k		866.00	406.51	View chart
Vanguard World Energy Etf (VDE)	0.1	$348k	-31%	2.8k	122.47	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$345k		975.00	353.48	View chart
Amphenol Corp Cl A (APH)	0.1	$340k		5.2k	65.16	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$340k		7.0k	48.68	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$329k		7.8k	42.28	View chart
Bank of America Corporation (BAC)	0.1	$328k	-21%	8.3k	39.68	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.1	$327k	+47%	4.8k	67.73	View chart
Northrop Grumman Corporation (NOC)	0.1	$312k	-10%	590.00	528.46	View chart
Edwards Lifesciences (EW)	0.1	$312k		4.7k	65.99	View chart
Mettler-Toledo International (MTD)	0.1	$301k		201.00	1499.70	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$301k		3.1k	96.52	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$295k	-9%	3.1k	95.48	View chart
PNC Financial Services (PNC)	0.1	$289k		1.6k	184.87	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	0.1	$287k		8.2k	35.04	View chart
Starbucks Corporation (SBUX)	0.1	$281k	-7%	2.9k	97.49	View chart
Textron (TXT)	0.1	$275k		3.1k	88.58	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$275k		9.1k	30.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$272k	-8%	515.00	527.88	View chart
Johnson & Johnson (JNJ)	0.1	$271k		1.7k	162.05	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$271k		4.0k	67.27	View chart
Kimberly-Clark Corporation (KMB)	0.1	$263k		1.9k	142.28	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$262k	-11%	5.7k	46.34	View chart
Qualcomm (QCOM)	0.1	$260k		1.5k	170.00	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$256k		3.6k	71.75	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$253k		2.6k	97.42	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$251k	-28%	5.3k	47.85	View chart
SYSCO Corporation (SYY)	0.1	$240k		3.1k	78.06	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$239k		2.6k	90.40	View chart
Abbvie (ABBV)	0.1	$231k		1.2k	197.41	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$229k		596.00	383.63	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.0	$228k		1.6k	139.59	View chart
Truist Financial Corp equities (TFC)	0.0	$228k	+2%	5.3k	42.77	View chart
American Electric Power Company (AEP)	0.0	$227k	NEW	2.2k	102.60	View chart
Assurant (AIZ)	0.0	$221k	NEW	1.1k	198.86	View chart
Lockheed Martin Corporation (LMT)	0.0	$219k	NEW	375.00	584.70	View chart
Altria (MO)	0.0	$217k	NEW	4.3k	51.05	View chart
Norfolk Southern (NSC)	0.0	$214k	NEW	862.00	248.52	View chart
Goldman Sachs (GS)	0.0	$213k	NEW	431.00	495.15	View chart
T. Rowe Price (TROW)	0.0	$213k	+10%	2.0k	108.93	View chart
DTE Energy Company (DTE)	0.0	$208k	NEW	1.6k	128.43	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$207k	NEW	3.9k	52.81	View chart
Bioatla (BCAB)	0.0	$115k		66k	1.76	View chart
eHealth (EHTH)	0.0	$41k		10k	4.08	View chart
Zedge CL B (ZDGE)	0.0	$37k		10k	3.70	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 Q3 filed Oct. 25, 2024
SC&H Financial Advisors 2024 Q2 filed Aug. 2, 2024
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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