SC&H Financial Advisors

SC&H Financial Advisors as of Sept. 30, 2022

Portfolio Holdings for SC&H Financial Advisors

SC&H Financial Advisors holds 126 positions in its portfolio as reported in the September 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) 9.3 $19M 838k 22.24
American Centy Etf Tr Us Eqt Etf (AVUS) 8.9 $18M 285k 62.35
American Centy Etf Tr Intl Eqt Etf (AVDE) 5.0 $10M 221k 45.62
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 4.2 $8.4M 336k 25.15
Vanguard Index Fds Large Cap Etf (VV) 3.8 $7.7M 47k 163.56
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 3.8 $7.6M 352k 21.57
Ishares Tr Core Msci Eafe (IEFA) 3.3 $6.6M 125k 52.67
Ishares Tr Core S&p500 Etf (IVV) 3.2 $6.4M 18k 358.65
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.0 $6.0M 130k 45.93
Dimensional Etf Trust Us Equity Etf (DFUS) 2.8 $5.6M 145k 38.82
Apple (AAPL) 2.6 $5.1M 37k 138.21
Procter & Gamble Company (PG) 2.5 $5.0M 39k 126.25
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.8 $3.7M 182k 20.09
Dimensional Etf Trust World Ex Us Core (DFAX) 1.8 $3.5M 187k 18.89
Dimensional Etf Trust Intl Core Equity (DFIC) 1.7 $3.5M 182k 19.16
Microsoft Corporation (MSFT) 1.7 $3.4M 15k 232.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $2.4M 6.8k 357.22
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.2 $2.4M 36k 66.14
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $2.2M 17k 135.16
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.1 $2.1M 27k 78.89
Ishares Tr Global Reit Etf (REET) 1.0 $2.0M 93k 21.27
Ishares Tr Core S&p Ttl Stk (ITOT) 0.9 $1.8M 23k 79.52
Ishares Core Msci Emkt (IEMG) 0.9 $1.7M 40k 42.98
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.9 $1.7M 78k 21.79
Wisdomtree Tr Us Smallcap Divd (DES) 0.8 $1.7M 66k 25.73
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.8 $1.7M 36k 46.53
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.8 $1.6M 42k 38.97
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.8 $1.6M 27k 57.82
American Centy Etf Tr Avantis Core Fi (AVIG) 0.7 $1.5M 37k 40.46
Vanguard World Fds Energy Etf (VDE) 0.7 $1.5M 14k 101.55
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.4M 15k 95.63
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.4M 7.9k 179.51
Costco Wholesale Corporation (COST) 0.7 $1.3M 2.8k 472.21
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $1.3M 13k 96.35
UnitedHealth (UNH) 0.6 $1.2M 2.4k 505.01
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.2M 13k 87.16
Dimensional Etf Trust Short Duration F (DFSD) 0.6 $1.2M 25k 46.01
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $1.1M 15k 75.65
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.6 $1.1M 9.2k 121.81
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $1.1M 7.8k 143.42
Paychex (PAYX) 0.5 $1.1M 9.7k 112.23
Visa Com Cl A (V) 0.5 $1.1M 6.1k 177.68
Eversource Energy (ES) 0.5 $1.1M 14k 77.93
Ishares Tr Core Msci Total (IXUS) 0.5 $1.1M 21k 50.93
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.5 $1.0M 23k 44.43
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $993k 8.9k 111.55
Vanguard Index Fds Small Cp Etf (VB) 0.5 $913k 5.3k 170.94
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.4 $888k 20k 45.65
Ishares Tr Rus 1000 Etf (IWB) 0.4 $848k 4.3k 197.30
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.4 $845k 21k 40.92
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $803k 11k 74.86
Ishares Tr Russell 2000 Etf (IWM) 0.4 $790k 4.8k 164.96
Home Depot (HD) 0.4 $787k 2.9k 275.85
Cincinnati Financial Corporation (CINF) 0.4 $777k 8.7k 89.59
Mastercard Incorporated Cl A (MA) 0.4 $768k 2.7k 284.44
Thermo Fisher Scientific (TMO) 0.4 $744k 1.5k 506.81
Prologis (PLD) 0.4 $732k 7.2k 101.64
Vanguard Index Fds Value Etf (VTV) 0.4 $727k 5.9k 123.51
JPMorgan Chase & Co. (JPM) 0.4 $720k 6.9k 104.50
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $703k 4.1k 170.59
Alphabet Cap Stk Cl C (GOOG) 0.3 $691k 7.2k 96.12
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.3 $690k 15k 46.11
Xcel Energy (XEL) 0.3 $657k 10k 64.02
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $656k 3.0k 219.32
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $651k 14k 47.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $648k 2.4k 266.89
Mccormick & Co Com Non Vtg (MKC) 0.3 $632k 8.9k 71.27
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $600k 3.2k 187.91
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.3 $593k 29k 20.44
Ishares Tr Msci Eafe Etf (EFA) 0.3 $579k 10k 56.01
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.3 $557k 4.0k 138.70
Brookfield Infrast Partners Lp Int Unit (BIP) 0.3 $528k 15k 35.87
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $522k 11k 45.80
American Water Works (AWK) 0.3 $521k 4.0k 130.25
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $480k 8.3k 57.85
National Retail Properties (NNN) 0.2 $475k 12k 39.90
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $473k 13k 36.47
Dimensional Etf Trust Intl High Profit (DIHP) 0.2 $471k 25k 19.07
McDonald's Corporation (MCD) 0.2 $462k 2.0k 230.77
Edwards Lifesciences (EW) 0.2 $452k 5.5k 82.56
Bristol Myers Squibb (BMY) 0.2 $451k 6.3k 71.11
Zoetis Cl A (ZTS) 0.2 $436k 2.9k 148.15
Twitter 0.2 $421k 9.6k 43.81
Lowe's Companies (LOW) 0.2 $406k 2.2k 187.88
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $406k 1.00 406000.00
Wal-Mart Stores (WMT) 0.2 $403k 3.1k 129.79
Cintas Corporation (CTAS) 0.2 $399k 1.0k 387.76
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $394k 5.3k 74.34
Kimberly-Clark Corporation (KMB) 0.2 $388k 3.4k 112.50
Dimensional Etf Trust Us High Profitab (DUHP) 0.2 $383k 18k 21.32
Johnson & Johnson (JNJ) 0.2 $381k 2.3k 163.45
Danaher Corporation (DHR) 0.2 $369k 1.4k 258.58
Arthur J. Gallagher & Co. (AJG) 0.2 $367k 2.1k 171.10
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $366k 2.9k 126.95
Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.2 $350k 16k 22.15
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $350k 2.6k 136.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $348k 1.3k 267.28
Mondelez Intl Cl A (MDLZ) 0.2 $336k 6.1k 54.86
American Electric Power Company (AEP) 0.2 $312k 3.6k 86.50
Amazon (AMZN) 0.2 $301k 2.7k 113.16
Altria (MO) 0.1 $299k 7.4k 40.39
Mettler-Toledo International (MTD) 0.1 $293k 270.00 1085.19
PNC Financial Services (PNC) 0.1 $293k 2.0k 149.19
Lam Research Corporation 0.1 $291k 795.00 366.04
Atmos Energy Corporation (ATO) 0.1 $288k 2.8k 101.98
Exelon Corporation (EXC) 0.1 $285k 7.6k 37.41
Qualcomm (QCOM) 0.1 $284k 2.5k 112.92
Ishares Tr Select Divid Etf (DVY) 0.1 $284k 2.6k 107.29
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $279k 3.9k 70.90
Starbucks Corporation (SBUX) 0.1 $263k 3.1k 84.40
Meta Platforms Cl A (META) 0.1 $262k 1.9k 135.75
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $261k 14k 18.58
Ishares Tr U.s. Energy Etf (IYE) 0.1 $248k 6.3k 39.31
Accenture Plc Ireland Shs Class A (ACN) 0.1 $244k 950.00 256.84
Goldman Sachs (GS) 0.1 $243k 828.00 293.48
Ishares Tr Core Intl Aggr (IAGG) 0.1 $230k 4.8k 48.32
Duke Energy Corp Com New (DUK) 0.1 $229k 2.5k 92.98
Truist Financial Corp equities (TFC) 0.1 $226k 5.2k 43.60
DTE Energy Company (DTE) 0.1 $226k 2.0k 114.90
Adobe Systems Incorporated (ADBE) 0.1 $225k 818.00 275.06
Dimensional Etf Trust Inflation Prote (DFIP) 0.1 $221k 5.4k 40.60
Comcast Corp Cl A (CMCSA) 0.1 $219k 7.5k 29.30
Constellation Energy (CEG) 0.1 $211k 2.5k 83.23
Northrop Grumman Corporation (NOC) 0.1 $207k 439.00 471.53
Hca Holdings (HCA) 0.1 $201k 1.1k 183.56
Blackstone Group Inc Com Cl A (BX) 0.1 $200k 2.4k 83.82