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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 39.90% of SC&H Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC, AVUS, DFSD, AVEM, DFAU, AVDE, VCIT, BSV, DCOR, DFIC.
Started 15 new stock positions in FNDX, BAC, VEA, LIN, VNQ, SYY, PNC, TT, DCOR, FENI. INTC, AVGO, PHM, TXT, QCOM.
Reduced shares in these 10 stocks: IUSB, ISTB, DES, DFAE, AVIG, DFIP, DFAR, AVRE, , .
Sold out of its positions in MO, AEP, CVX, KO, CMCSA, FDX, IUSB.
SC&H Financial Advisors was a net buyer of stock by $16M.
SC&H Financial Advisors has $347M in assets under management (AUM), dropping by 15.30%.
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 138 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	13.5	$47M	+8%	1.6M	29.23	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	11.1	$39M	+6%	473k	81.55	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	5.8	$20M	+8%	608k	33.25	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	4.9	$17M	+8%	279k	60.43	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	4.6	$16M	+4%	557k	28.64	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	3.8	$13M	+5%	519k	25.53	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.6	$12M	+14%	220k	56.39	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	3.5	$12M	+5%	237k	51.83	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.0	$10M		48k	218.15	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.7	$9.3M		20k	477.62	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.4	$8.4M		120k	70.35	View chart
Apple (AAPL)	2.1	$7.4M		38k	192.53	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.1	$7.1M	-6%	296k	24.11	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.7	$5.8M	+39%	123k	47.01	View chart
Microsoft Corporation (MSFT)	1.7	$5.8M	+6%	15k	376.05	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.4	$4.8M		195k	24.42	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.2	$4.0M	+3%	45k	89.80	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.0	$3.5M		68k	52.33	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.0	$3.5M	+22%	139k	24.96	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$3.1M		6.6k	475.31	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.8	$2.8M	-5%	48k	59.62	View chart
Ishares Tr Global Reit Etf (REET)	0.8	$2.8M	+18%	115k	24.18	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$2.6M		15k	170.40	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$2.5M		24k	105.23	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$2.4M	+24%	9.9k	237.21	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.7	$2.3M	-5%	80k	29.12	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.7	$2.3M	+50%	30k	77.02	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.7	$2.3M	-14%	54k	41.83	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$2.3M	+88%	28k	81.28	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$2.1M	-2%	15k	139.69	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.6	$1.9M	+41%	45k	42.40	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.5	$1.9M		18k	102.88	View chart
Costco Wholesale Corporation (COST)	0.5	$1.8M		2.8k	660.13	View chart
Visa Com Cl A (V)	0.5	$1.7M		6.7k	260.36	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$1.7M	+6%	17k	99.25	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$1.5M	-11%	31k	50.58	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.4	$1.5M	-27%	45k	32.17	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.4	$1.4M	+3%	53k	27.05	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$1.4M	+4%	9.8k	145.01	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$1.4M		5.3k	262.28	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$1.4M		7.5k	179.98	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$1.3M		23k	57.76	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$1.3M	-4%	21k	62.66	View chart
Mastercard Incorporated Cl A (MA)	0.4	$1.3M		3.1k	426.51	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.4	$1.3M		51k	25.66	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.3M		7.6k	170.09	View chart
UnitedHealth (UNH)	0.4	$1.3M		2.4k	526.45	View chart
Paychex (PAYX)	0.3	$1.2M		9.9k	119.11	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$1.1M		5.3k	213.35	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.3	$1.1M	-20%	25k	43.31	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$1.1M		17k	62.49	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.3	$1.1M	-6%	8.4k	124.97	View chart
Home Depot (HD)	0.3	$1.0M		3.0k	346.55	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.3	$1.0M	-13%	22k	46.40	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.0M		5.0k	200.70	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$968k	-4%	6.9k	140.92	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$961k		13k	75.35	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$916k	+194%	35k	25.98	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$898k	-2%	14k	64.93	View chart
Prologis (PLD)	0.3	$893k	-7%	6.7k	133.30	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$885k		4.0k	219.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$870k		2.4k	356.66	View chart
Cincinnati Financial Corporation (CINF)	0.2	$847k	-9%	8.2k	103.46	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$846k		7.8k	108.25	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$836k		14k	57.96	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.2	$829k	+58%	13k	64.76	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$743k		3.2k	232.64	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.2	$720k	NEW	14k	53.48	View chart
Thermo Fisher Scientific (TMO)	0.2	$715k	-8%	1.3k	530.74	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.2	$708k		20k	35.20	View chart
Lam Research Corporation (LRCX)	0.2	$705k		900.00	783.11	View chart
Cintas Corporation (CTAS)	0.2	$702k		1.2k	602.56	View chart
Procter & Gamble Company (PG)	0.2	$697k	-9%	4.8k	146.55	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$681k	+23%	4.1k	164.41	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$657k		4.4k	149.49	View chart
McDonald's Corporation (MCD)	0.2	$648k		2.2k	296.48	View chart
United Parcel Service CL B (UPS)	0.2	$647k		4.1k	157.23	View chart
Meta Platforms Cl A (META)	0.2	$642k		1.8k	353.96	View chart
Lowe's Companies (LOW)	0.2	$636k	+31%	2.9k	222.57	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$599k	+14%	21k	28.61	View chart
Mccormick & Co Com Non Vtg (MKC)	0.2	$584k		8.5k	68.42	View chart
Eversource Energy (ES)	0.2	$545k	-30%	8.8k	61.72	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$543k		1.00	542625.00	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$542k	-23%	2.0k	277.22	View chart
Adobe Systems Incorporated (ADBE)	0.2	$542k	-5%	908.00	596.60	View chart
Xcel Energy (XEL)	0.2	$536k	-6%	8.6k	61.91	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$533k		1.3k	409.55	View chart
Wal-Mart Stores (WMT)	0.2	$531k	+20%	3.4k	157.67	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$520k		13k	41.10	View chart
American Water Works (AWK)	0.1	$508k	-4%	3.8k	131.98	View chart
Vanguard World Fds Energy Etf (VDE)	0.1	$485k		4.1k	117.29	View chart
National Retail Properties (NNN)	0.1	$481k		11k	43.10	View chart
Zoetis Cl A (ZTS)	0.1	$455k	-13%	2.3k	197.40	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$443k		6.1k	72.43	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$430k		2.6k	165.27	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$410k		5.3k	77.37	View chart
Atmos Energy Corporation (ATO)	0.1	$408k		3.5k	115.90	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$394k	-12%	1.8k	224.88	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$369k		3.9k	93.81	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$365k	-48%	8.8k	41.28	View chart
Edwards Lifesciences (EW)	0.1	$360k	-13%	4.7k	76.25	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$360k	-48%	16k	22.74	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$359k		14k	25.78	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$351k	-71%	7.4k	47.56	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$342k		975.00	350.91	View chart
Danaher Corporation (DHR)	0.1	$332k		1.4k	231.31	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$332k	-25%	2.5k	130.91	View chart
Linde SHS (LIN)	0.1	$315k	NEW	766.00	410.66	View chart
Northrop Grumman Corporation (NOC)	0.1	$307k		656.00	467.81	View chart
Starbucks Corporation (SBUX)	0.1	$302k		3.1k	96.01	View chart
Amazon (AMZN)	0.1	$301k	-10%	2.0k	151.94	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$284k		3.4k	84.33	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$282k		6.4k	44.12	View chart
Mettler-Toledo International (MTD)	0.1	$280k	-10%	231.00	1212.96	View chart
Johnson & Johnson (JNJ)	0.1	$275k	-18%	1.8k	156.72	View chart
NVIDIA Corporation (NVDA)	0.1	$273k		550.00	495.54	View chart
Broadcom (AVGO)	0.1	$265k	NEW	238.00	1113.91	View chart
Amphenol Corp Cl A (APH)	0.1	$259k		2.6k	99.13	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	0.1	$258k		8.2k	31.49	View chart
Pulte (PHM)	0.1	$256k	NEW	2.5k	103.22	View chart
Bank of America Corporation (BAC)	0.1	$255k	NEW	7.6k	33.67	View chart
Textron (TXT)	0.1	$250k	NEW	3.1k	80.42	View chart
Hca Holdings (HCA)	0.1	$248k	-7%	916.00	270.73	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$244k	NEW	9.2k	26.50	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$243k		3.1k	78.01	View chart
Intel Corporation (INTC)	0.1	$240k	NEW	4.8k	50.25	View chart
PNC Financial Services (PNC)	0.1	$239k	NEW	1.5k	154.86	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$237k	NEW	2.7k	88.36	View chart
Kimberly-Clark Corporation (KMB)	0.1	$225k	-36%	1.9k	121.51	View chart
DTE Energy Company (DTE)	0.1	$222k		2.0k	110.26	View chart
Bristol Myers Squibb (BMY)	0.1	$219k	-36%	4.3k	51.31	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.1	$218k	NEW	3.5k	61.94	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$217k		4.0k	54.08	View chart
Qualcomm (QCOM)	0.1	$217k	NEW	1.5k	144.65	View chart
Trane Technologies SHS (TT)	0.1	$215k	NEW	881.00	243.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$209k	NEW	4.4k	47.90	View chart
SYSCO Corporation (SYY)	0.1	$208k	NEW	2.8k	73.13	View chart
Bioatla (BCAB)	0.0	$161k	-7%	66k	2.46	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 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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