SC&H Financial Advisors

SC&H Financial Advisors as of March 31, 2022

Portfolio Holdings for SC&H Financial Advisors

SC&H Financial Advisors holds 149 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 9.5 $20M 723k 27.58
American Centy Etf Tr Us Eqt Etf (AVUS) 6.1 $13M 165k 77.10
Vanguard Index Fds Large Cap Etf (VV) 5.8 $12M 58k 208.49
American Centy Etf Tr Intl Eqt Etf (AVDE) 4.3 $9.1M 151k 60.34
Ishares Tr Core S&p500 Etf (IVV) 3.7 $7.8M 17k 453.69
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 3.4 $7.1M 252k 28.15
Apple (AAPL) 3.0 $6.4M 37k 174.62
Procter & Gamble Company (PG) 2.8 $5.8M 38k 152.79
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.5 $5.2M 164k 31.52
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.0 $4.3M 164k 26.24
Microsoft Corporation (MSFT) 2.0 $4.2M 14k 308.34
Dimensional Etf Trust World Ex Us Core (DFAX) 2.0 $4.2M 167k 24.95
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.0 $4.1M 69k 59.27
Ishares Tr Core Msci Eafe (IEFA) 1.9 $4.0M 57k 69.52
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.9 $4.0M 50k 79.86
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $3.6M 7.9k 451.63
Vanguard Specialized Funds Div App Etf (VIG) 1.5 $3.1M 19k 162.16
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.4 $2.9M 51k 56.05
Ishares Tr Core S&p Ttl Stk (ITOT) 1.2 $2.5M 25k 100.95
Wisdomtree Tr Us Smallcap Divd (DES) 1.0 $2.1M 66k 31.87
Alphabet Cap Stk Cl A (GOOGL) 0.9 $2.0M 712.00 2780.90
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.9 $1.9M 22k 86.05
Costco Wholesale Corporation (COST) 0.9 $1.9M 3.3k 575.84
Ishares Tr Russell 2000 Etf (IWM) 0.9 $1.8M 9.0k 205.29
Dimensional Etf Trust Us Equity Etf (DFUS) 0.9 $1.8M 37k 49.02
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.9 $1.8M 18k 101.30
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.8 $1.8M 26k 67.08
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $1.6M 7.0k 227.66
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $1.6M 15k 107.89
UnitedHealth (UNH) 0.7 $1.5M 2.9k 509.84
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $1.5M 8.4k 175.94
Visa Com Cl A (V) 0.7 $1.4M 6.3k 221.80
Cincinnati Financial Corporation (CINF) 0.6 $1.3M 9.7k 135.92
Prologis (PLD) 0.6 $1.3M 8.0k 161.53
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.6 $1.3M 8.4k 149.68
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $1.3M 12k 107.08
JPMorgan Chase & Co. (JPM) 0.5 $1.1M 8.4k 136.37
Eversource Energy (ES) 0.5 $1.1M 13k 88.20
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $1.1M 8.9k 128.14
Ishares Tr Core Intl Aggr (IAGG) 0.5 $1.1M 22k 52.13
Paychex (PAYX) 0.5 $1.1M 8.0k 136.51
Vanguard Index Fds Value Etf (VTV) 0.5 $1.1M 7.3k 147.73
Vanguard World Fds Energy Etf (VDE) 0.5 $1.1M 10k 107.00
Vanguard Index Fds Small Cp Etf (VB) 0.5 $1.0M 4.9k 212.62
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.5 $1.0M 16k 62.61
Ishares Tr Global Reit Etf (REET) 0.5 $1.0M 35k 29.22
Ishares Core Msci Emkt (IEMG) 0.5 $978k 18k 55.53
American Centy Etf Tr Avantis Core Fi (AVIG) 0.5 $976k 22k 45.36
Home Depot (HD) 0.5 $962k 3.2k 299.22
Mastercard Incorporated Cl A (MA) 0.5 $951k 2.7k 357.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $918k 2.6k 352.94
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $916k 4.1k 222.93
Qualcomm (QCOM) 0.4 $889k 5.8k 152.85
Mccormick & Co Com Non Vtg (MKC) 0.4 $888k 8.9k 99.82
Thermo Fisher Scientific (TMO) 0.4 $873k 1.5k 590.26
Ishares Tr Core Total Usd (IUSB) 0.4 $856k 17k 49.65
Alphabet Cap Stk Cl C (GOOG) 0.4 $831k 297.00 2797.98
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $759k 3.2k 237.71
Ishares Tr Msci Eafe Etf (EFA) 0.4 $754k 10k 73.62
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $740k 12k 59.74
Edwards Lifesciences (EW) 0.4 $738k 6.3k 117.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $729k 16k 46.13
Ishares Tr Rus 1000 Etf (IWB) 0.3 $702k 2.8k 250.18
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $686k 13k 51.53
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.3 $666k 3.9k 170.86
Amazon (AMZN) 0.3 $642k 197.00 3258.88
Hca Holdings (HCA) 0.3 $641k 2.6k 250.78
Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.3 $627k 22k 29.20
Lam Research Corporation 0.3 $619k 1.2k 537.79
Bristol Myers Squibb (BMY) 0.3 $604k 8.3k 72.99
United Parcel Service CL B (UPS) 0.3 $600k 2.8k 214.29
Mccormick & Co Com Vtg (MKC.V) 0.3 $600k 6.0k 100.07
Johnson & Johnson (JNJ) 0.3 $595k 3.4k 177.24
American Centy Etf Tr Real Estate Etf (AVRE) 0.3 $587k 11k 52.58
Danaher Corporation (DHR) 0.3 $584k 2.0k 293.32
Zoetis Cl A (ZTS) 0.3 $575k 3.1k 188.46
McDonald's Corporation (MCD) 0.3 $569k 2.3k 247.18
Xcel Energy (XEL) 0.3 $568k 7.9k 72.15
Cintas Corporation (CTAS) 0.3 $552k 1.3k 425.60
Wal-Mart Stores (WMT) 0.3 $549k 3.7k 148.94
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $543k 7.0k 77.85
Blackstone Group Inc Com Cl A (BX) 0.3 $542k 4.3k 126.90
Fifth Third Ban (FITB) 0.3 $541k 13k 43.02
Arthur J. Gallagher & Co. (AJG) 0.3 $533k 3.1k 174.53
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $529k 1.00 529000.00
Ishares Tr Core Msci Total (IXUS) 0.2 $524k 7.9k 66.52
Adobe Systems Incorporated (ADBE) 0.2 $523k 1.1k 455.57
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $517k 11k 48.48
American Water Works (AWK) 0.2 $515k 3.1k 165.44
Twitter 0.2 $494k 13k 38.65
Altria (MO) 0.2 $489k 9.4k 52.27
Lowe's Companies (LOW) 0.2 $483k 2.4k 202.26
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $479k 1.3k 362.33
Intel Corporation (INTC) 0.2 $467k 9.4k 49.57
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $441k 5.0k 89.02
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $441k 2.7k 165.91
Meta Platforms Cl A (META) 0.2 $431k 1.9k 222.28
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $414k 5.3k 78.11
National Retail Properties (NNN) 0.2 $412k 9.2k 44.95
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $404k 8.1k 49.92
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $401k 8.4k 47.97
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $400k 7.7k 52.26
Accenture Plc Ireland Shs Class A (ACN) 0.2 $398k 1.2k 337.57
Kimberly-Clark Corporation (KMB) 0.2 $395k 3.2k 123.21
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $393k 1.5k 268.26
Goldman Sachs (GS) 0.2 $387k 1.2k 329.64
Verizon Communications (VZ) 0.2 $376k 7.4k 50.89
Mid-America Apartment (MAA) 0.2 $376k 1.8k 209.59
Mettler-Toledo International (MTD) 0.2 $371k 270.00 1374.07
Exelon Corporation (EXC) 0.2 $367k 7.7k 47.65
PNC Financial Services (PNC) 0.2 $362k 2.0k 184.32
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $359k 7.7k 46.60
Select Sector Spdr Tr Communication (XLC) 0.2 $347k 5.1k 68.71
Hartford Financial Services (HIG) 0.2 $339k 4.7k 71.91
Duke Energy Corp Com New (DUK) 0.2 $338k 3.0k 111.74
Ishares Tr Select Divid Etf (DVY) 0.2 $337k 2.6k 128.04
Cisco Systems (CSCO) 0.2 $330k 5.9k 55.72
Comcast Corp Cl A (CMCSA) 0.2 $321k 6.9k 46.85
Walt Disney Company (DIS) 0.2 $321k 2.3k 137.12
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $314k 1.9k 165.61
Cme (CME) 0.1 $299k 1.3k 238.06
Truist Financial Corp equities (TFC) 0.1 $294k 5.2k 56.72
Trane Technologies SHS (TT) 0.1 $285k 1.9k 152.73
Northrop Grumman Corporation (NOC) 0.1 $283k 632.00 447.78
MetLife (MET) 0.1 $280k 4.0k 70.35
NVIDIA Corporation (NVDA) 0.1 $275k 1.0k 272.82
Crown Castle Intl (CCI) 0.1 $272k 1.5k 184.66
Assurant (AIZ) 0.1 $269k 1.5k 181.76
T. Rowe Price (TROW) 0.1 $269k 1.8k 151.21
DTE Energy Company (DTE) 0.1 $263k 2.0k 132.23
Ishares Tr U.s. Energy Etf (IYE) 0.1 $256k 6.3k 40.90
Mondelez Intl Cl A (MDLZ) 0.1 $255k 4.1k 62.73
Atmos Energy Corporation (ATO) 0.1 $251k 2.1k 119.30
Starbucks Corporation (SBUX) 0.1 $246k 2.7k 91.14
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $241k 2.9k 82.20
SYSCO Corporation (SYY) 0.1 $228k 2.8k 81.78
Emerson Electric (EMR) 0.1 $227k 2.3k 97.93
Pfizer (PFE) 0.1 $221k 4.3k 51.70
Lockheed Martin Corporation (LMT) 0.1 $219k 496.00 441.53
American Tower Reit (AMT) 0.1 $219k 870.00 251.72
Norfolk Southern (NSC) 0.1 $217k 761.00 285.15
American Electric Power Company (AEP) 0.1 $213k 2.1k 99.67
Asml Holding N V N Y Registry Shs (ASML) 0.1 $211k 315.00 669.84
Honeywell International (HON) 0.1 $207k 1.1k 194.37
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 0.1 $206k 9.7k 21.21
Xpeng Ads (XPEV) 0.1 $206k 7.5k 27.54
Ishares Tr National Mun Etf (MUB) 0.1 $204k 1.9k 109.91
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $201k 2.7k 75.82
Ares Capital Corporation (ARCC) 0.1 $200k 9.5k 20.99