SC&H Financial Advisors

SC&H Financial Advisors as of June 30, 2022

Portfolio Holdings for SC&H Financial Advisors

SC&H Financial Advisors holds 135 positions in its portfolio as reported in the June 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) 9.0 $19M 831k 23.30
American Centy Etf Tr Us Eqt Etf (AVUS) 8.0 $17M 263k 65.04
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.8 $10M 428k 24.14
American Centy Etf Tr Intl Eqt Etf (AVDE) 4.7 $10M 200k 50.96
Vanguard Index Fds Large Cap Etf (VV) 3.8 $8.2M 48k 172.35
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.7 $7.8M 297k 26.43
Ishares Tr Core S&p500 Etf (IVV) 3.3 $7.0M 19k 379.13
Dimensional Etf Trust Us Equity Etf (DFUS) 2.7 $5.9M 145k 40.75
Ishares Tr Core Msci Eafe (IEFA) 2.7 $5.8M 99k 58.85
Apple (AAPL) 2.7 $5.8M 42k 136.72
Procter & Gamble Company (PG) 2.6 $5.6M 39k 143.78
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.6 $5.6M 243k 23.16
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.1 $4.6M 88k 52.03
Dimensional Etf Trust World Ex Us Core (DFAX) 1.9 $4.1M 190k 21.44
Microsoft Corporation (MSFT) 1.9 $4.0M 16k 256.83
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.7 $3.7M 54k 68.36
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $2.6M 7.0k 377.30
Vanguard Specialized Funds Div App Etf (VIG) 1.2 $2.6M 18k 143.45
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.2 $2.5M 53k 48.00
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.0 $2.2M 26k 85.35
Ishares Tr Core S&p Ttl Stk (ITOT) 0.9 $1.9M 23k 83.80
Wisdomtree Tr Us Smallcap Divd (DES) 0.9 $1.9M 66k 28.22
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.8M 812.00 2179.80
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.8 $1.7M 28k 62.01
Dimensional Etf Trust Intl Core Equity (DFIC) 0.8 $1.7M 78k 21.52
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $1.6M 16k 101.68
Ishares Core Msci Emkt (IEMG) 0.7 $1.6M 32k 49.05
Costco Wholesale Corporation (COST) 0.7 $1.5M 3.2k 479.30
UnitedHealth (UNH) 0.7 $1.5M 2.9k 513.52
Vanguard World Fds Energy Etf (VDE) 0.7 $1.4M 14k 99.45
American Centy Etf Tr Avantis Core Fi (AVIG) 0.7 $1.4M 33k 42.86
Ishares Tr Global Reit Etf (REET) 0.7 $1.4M 58k 24.18
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.6 $1.4M 34k 40.23
Visa Com Cl A (V) 0.6 $1.4M 6.9k 196.95
Dimensional Etf Trust Short Duration F (DFSD) 0.6 $1.3M 29k 46.89
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $1.3M 8.7k 149.83
Paychex (PAYX) 0.6 $1.3M 11k 113.89
Eversource Energy (ES) 0.6 $1.2M 15k 84.46
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.2M 6.5k 188.68
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.2M 13k 92.43
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $1.2M 15k 79.99
Ishares Tr Core Msci Total (IXUS) 0.6 $1.2M 21k 57.03
Cincinnati Financial Corporation (CINF) 0.5 $1.1M 9.6k 118.94
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $1.1M 8.7k 129.56
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $1.1M 8.9k 118.66
Ishares Tr Rus 1000 Etf (IWB) 0.5 $976k 4.7k 207.88
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $967k 4.9k 196.99
Mastercard Incorporated Cl A (MA) 0.4 $959k 3.0k 315.36
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.4 $906k 20k 46.10
Alphabet Cap Stk Cl C (GOOG) 0.4 $896k 409.00 2190.71
Thermo Fisher Scientific (TMO) 0.4 $896k 1.6k 543.36
Vanguard Index Fds Small Cp Etf (VB) 0.4 $890k 5.1k 176.20
JPMorgan Chase & Co. (JPM) 0.4 $869k 7.7k 112.56
Home Depot (HD) 0.4 $864k 3.1k 274.37
Prologis (PLD) 0.4 $847k 7.2k 117.61
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.4 $831k 18k 47.38
Ishares Tr Russell 2000 Etf (IWM) 0.4 $809k 4.8k 169.32
Xcel Energy (XEL) 0.4 $762k 11k 70.80
Mccormick & Co Com Non Vtg (MKC) 0.3 $741k 8.9k 83.30
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $729k 3.2k 226.19
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $722k 4.1k 175.50
Vanguard Index Fds Value Etf (VTV) 0.3 $698k 5.3k 131.82
American Water Works (AWK) 0.3 $692k 4.7k 148.75
Johnson & Johnson (JNJ) 0.3 $669k 3.8k 177.55
Dimensional Etf Trust Inflation Prote (DFIP) 0.3 $666k 15k 43.97
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $665k 2.4k 272.99
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.3 $653k 15k 43.62
Ishares Tr Msci Eafe Etf (EFA) 0.3 $647k 10k 62.46
Bristol Myers Squibb (BMY) 0.3 $626k 8.1k 76.97
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $625k 13k 49.92
Dimensional Etf Trust Intl Small Cap V (DISV) 0.3 $614k 29k 21.04
Edwards Lifesciences (EW) 0.3 $596k 6.3k 95.06
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.3 $594k 4.0k 148.09
Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.3 $589k 23k 25.90
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $586k 11k 51.61
Brookfield Infrast Partners Lp Int Unit (BIP) 0.3 $571k 15k 38.19
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $566k 7.4k 76.75
National Retail Properties (NNN) 0.3 $555k 13k 43.01
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $538k 10k 52.76
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $534k 13k 41.62
McDonald's Corporation (MCD) 0.2 $534k 2.2k 246.88
United Parcel Service CL B (UPS) 0.2 $529k 2.9k 182.41
Zoetis Cl A (ZTS) 0.2 $506k 2.9k 171.93
Lam Research Corporation (LRCX) 0.2 $488k 1.1k 426.20
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $488k 8.3k 58.84
Cintas Corporation (CTAS) 0.2 $472k 1.3k 373.42
Kimberly-Clark Corporation (KMB) 0.2 $466k 3.4k 135.11
Danaher Corporation (DHR) 0.2 $458k 1.8k 253.46
Atmos Energy Corporation (ATO) 0.2 $439k 3.9k 112.05
American Centy Etf Tr Real Estate Etf (AVRE) 0.2 $432k 9.7k 44.46
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.2 $429k 9.2k 46.85
Wal-Mart Stores (WMT) 0.2 $418k 3.4k 121.48
Lowe's Companies (LOW) 0.2 $409k 2.3k 174.71
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $409k 1.00 409000.00
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $404k 5.3k 76.23
American Electric Power Company (AEP) 0.2 $384k 4.0k 95.83
Mondelez Intl Cl A (MDLZ) 0.2 $380k 6.1k 62.04
Altria (MO) 0.2 $372k 8.9k 41.81
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $371k 2.6k 144.92
Adobe Systems Incorporated (ADBE) 0.2 $369k 1.0k 366.07
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $365k 1.3k 280.34
Arthur J. Gallagher & Co. (AJG) 0.2 $362k 2.2k 163.14
Twitter 0.2 $359k 9.6k 37.36
Amazon (AMZN) 0.2 $346k 3.3k 106.14
Exelon Corporation (EXC) 0.2 $345k 7.6k 45.33
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $340k 8.1k 41.99
Qualcomm (QCOM) 0.2 $333k 2.6k 127.73
Dimensional Etf Trust Intl High Profit (DIHP) 0.2 $323k 15k 21.33
Comcast Corp Cl A (CMCSA) 0.1 $317k 8.1k 39.19
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $311k 14k 22.59
Meta Platforms Cl A (META) 0.1 $311k 1.9k 161.14
Mettler-Toledo International (MTD) 0.1 $310k 270.00 1148.15
PNC Financial Services (PNC) 0.1 $310k 2.0k 157.84
Ishares Tr Select Divid Etf (DVY) 0.1 $310k 2.6k 117.56
Mid-America Apartment (MAA) 0.1 $303k 1.7k 174.54
Intel Corporation (INTC) 0.1 $298k 8.0k 37.42
DTE Energy Company (DTE) 0.1 $296k 2.3k 126.55
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $295k 3.9k 74.97
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $289k 2.2k 131.07
Goldman Sachs (GS) 0.1 $275k 927.00 296.66
Duke Energy Corp Com New (DUK) 0.1 $264k 2.5k 107.19
Accenture Plc Ireland Shs Class A (ACN) 0.1 $264k 950.00 277.89
Assurant (AIZ) 0.1 $256k 1.5k 172.97
Ishares Tr Core Intl Aggr (IAGG) 0.1 $250k 5.0k 49.73
Truist Financial Corp equities (TFC) 0.1 $246k 5.2k 47.46
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $243k 10k 23.49
Ishares Tr U.s. Energy Etf (IYE) 0.1 $239k 6.3k 38.06
Starbucks Corporation (SBUX) 0.1 $238k 3.1k 76.53
SYSCO Corporation (SYY) 0.1 $237k 2.8k 84.79
Blackstone Group Inc Com Cl A (BX) 0.1 $218k 2.4k 91.37
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $216k 2.9k 73.67
Pfizer (PFE) 0.1 $215k 4.1k 52.52
Northrop Grumman Corporation (NOC) 0.1 $210k 439.00 478.36
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 0.1 $206k 9.7k 21.20
T. Rowe Price (TROW) 0.1 $202k 1.8k 113.55