SC&H Financial Advisors

SC&H Financial Advisors as of Dec. 31, 2022

Portfolio Holdings for SC&H Financial Advisors

SC&H Financial Advisors holds 125 positions in its portfolio as reported in the December 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) 10.5 $25M 1.0M 24.28
American Centy Etf Tr Us Eqt Etf (AVUS) 8.2 $20M 291k 68.01
American Centy Etf Tr Intl Eqt Etf (AVDE) 5.2 $13M 236k 53.19
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 4.7 $11M 421k 27.02
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 3.9 $9.4M 377k 25.04
Dimensional Etf Trust Intl Core Equity (DFIC) 3.7 $8.8M 395k 22.35
Vanguard Index Fds Large Cap Etf (VV) 3.5 $8.4M 48k 174.20
Dimensional Etf Trust Us Equity Etf (DFUS) 3.2 $7.8M 187k 41.61
Ishares Tr Core Msci Eafe (IEFA) 3.1 $7.5M 121k 61.64
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.9 $7.0M 140k 50.45
Ishares Tr Core S&p500 Etf (IVV) 2.8 $6.8M 18k 384.21
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.5 $6.0M 273k 21.95
Procter & Gamble Company (PG) 2.5 $5.9M 39k 151.56
Apple (AAPL) 1.9 $4.6M 35k 129.93
Dimensional Etf Trust World Ex Us Core (DFAX) 1.7 $4.1M 188k 21.60
Microsoft Corporation (MSFT) 1.4 $3.3M 14k 239.82
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.2 $2.9M 39k 74.51
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $2.7M 6.9k 382.43
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $2.4M 16k 151.85
Ishares Tr Global Reit Etf (REET) 0.9 $2.3M 100k 22.71
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.9 $2.1M 94k 22.46
American Centy Etf Tr Avantis Core Fi (AVIG) 0.8 $2.0M 50k 40.97
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.8 $2.0M 40k 51.15
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.8 $2.0M 45k 43.95
Vanguard World Fds Energy Etf (VDE) 0.8 $2.0M 16k 121.28
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.8 $1.9M 79k 24.77
Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $1.9M 23k 84.80
Wisdomtree Tr Us Smallcap Divd (DES) 0.7 $1.8M 63k 28.44
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $1.8M 21k 86.19
Dimensional Etf Trust Short Duration F (DFSD) 0.7 $1.8M 38k 46.09
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.7 $1.7M 26k 63.90
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.5M 8.0k 191.18
Ishares Core Msci Emkt (IEMG) 0.6 $1.4M 30k 46.70
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $1.3M 9.3k 135.24
UnitedHealth (UNH) 0.5 $1.2M 2.4k 530.21
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $1.2M 7.8k 158.81
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $1.2M 13k 94.64
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.2M 14k 88.23
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.5 $1.2M 27k 46.44
Costco Wholesale Corporation (COST) 0.5 $1.2M 2.7k 456.49
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $1.2M 13k 96.99
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.5 $1.2M 26k 45.88
Visa Com Cl A (V) 0.5 $1.2M 5.7k 207.77
Dimensional Etf Trust Inflation Prote (DFIP) 0.5 $1.2M 28k 41.16
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $1.2M 15k 77.51
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.5 $1.1M 23k 50.19
Dimensional Etf Trust Intl High Profit (DIHP) 0.5 $1.1M 51k 22.05
Ishares Tr Core Total Usd (IUSB) 0.5 $1.1M 25k 44.93
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $1.1M 8.9k 125.11
Ishares Tr Rus 1000 Etf (IWB) 0.5 $1.1M 5.2k 210.51
Eversource Energy (ES) 0.5 $1.1M 13k 83.84
Paychex (PAYX) 0.4 $1.1M 9.4k 115.56
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $1.0M 14k 75.28
Vanguard Index Fds Small Cp Etf (VB) 0.4 $983k 5.4k 183.54
Vanguard Index Fds Value Etf (VTV) 0.4 $907k 6.5k 140.37
JPMorgan Chase & Co. (JPM) 0.4 $906k 6.8k 134.09
Mastercard Incorporated Cl A (MA) 0.4 $880k 2.5k 347.69
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.4 $870k 16k 55.35
Home Depot (HD) 0.4 $867k 2.7k 315.82
Cincinnati Financial Corporation (CINF) 0.4 $856k 8.4k 102.39
Ishares Tr Russell 2000 Etf (IWM) 0.3 $842k 4.8k 174.36
American Centy Etf Tr Real Estate Etf (AVRE) 0.3 $833k 20k 41.12
Prologis (PLD) 0.3 $812k 7.2k 112.73
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $811k 3.4k 241.88
Ishares Tr Core Msci Total (IXUS) 0.3 $751k 13k 57.88
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $742k 4.1k 179.75
Mccormick & Co Com Non Vtg (MKC) 0.3 $736k 8.9k 82.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $726k 2.4k 308.90
Thermo Fisher Scientific (TMO) 0.3 $720k 1.3k 550.63
Xcel Energy (XEL) 0.3 $680k 9.7k 70.11
Ishares Tr Msci Eafe Etf (EFA) 0.3 $680k 10k 65.64
Dimensional Etf Trust Us Real Estate E (DFAR) 0.3 $655k 31k 21.15
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $651k 3.2k 203.81
Alphabet Cap Stk Cl C (GOOG) 0.3 $643k 7.2k 88.72
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.3 $625k 4.0k 155.15
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.3 $620k 15k 41.52
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $616k 12k 51.72
American Water Works (AWK) 0.2 $593k 3.9k 152.44
National Retail Properties (NNN) 0.2 $545k 12k 45.76
McDonald's Corporation (MCD) 0.2 $518k 2.0k 263.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $502k 13k 38.98
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $469k 1.00 468711.00
Kimberly-Clark Corporation (KMB) 0.2 $455k 3.3k 135.74
Wal-Mart Stores (WMT) 0.2 $440k 3.1k 141.81
Bristol Myers Squibb (BMY) 0.2 $438k 6.1k 71.95
Dimensional Etf Trust Us High Profitab (DUHP) 0.2 $433k 18k 24.01
Lowe's Companies (LOW) 0.2 $431k 2.2k 199.28
Brookfield Infrast Partners Lp Int Unit (BIP) 0.2 $424k 14k 30.99
Cintas Corporation (CTAS) 0.2 $419k 929.00 451.39
Zoetis Cl A (ZTS) 0.2 $415k 2.8k 146.57
Edwards Lifesciences (EW) 0.2 $409k 5.5k 74.61
Mondelez Intl Cl A (MDLZ) 0.2 $406k 6.1k 66.65
Johnson & Johnson (JNJ) 0.2 $404k 2.3k 176.68
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $399k 5.3k 75.19
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $391k 2.6k 151.63
Arthur J. Gallagher & Co. (AJG) 0.2 $376k 2.0k 188.54
Mettler-Toledo International (MTD) 0.2 $372k 257.00 1445.45
Danaher Corporation (DHR) 0.1 $354k 1.3k 265.37
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $347k 1.3k 266.27
Lam Research Corporation 0.1 $334k 795.00 420.37
Exelon Corporation (EXC) 0.1 $330k 7.6k 43.23
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $328k 2.5k 132.85
Altria (MO) 0.1 $323k 7.1k 45.71
PNC Financial Services (PNC) 0.1 $321k 2.0k 157.91
Atmos Energy Corporation (ATO) 0.1 $317k 2.8k 112.06
Ishares Tr Select Divid Etf (DVY) 0.1 $315k 2.6k 120.59
American Electric Power Company (AEP) 0.1 $312k 3.3k 94.95
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $308k 14k 22.21
Starbucks Corporation (SBUX) 0.1 $307k 3.1k 99.21
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $300k 3.9k 76.13
Ishares Tr U.s. Energy Etf (IYE) 0.1 $294k 6.3k 46.49
Goldman Sachs (GS) 0.1 $283k 825.00 343.39
Accenture Plc Ireland Shs Class A (ACN) 0.1 $256k 958.00 266.84
Adobe Systems Incorporated (ADBE) 0.1 $254k 756.00 336.53
Northrop Grumman Corporation (NOC) 0.1 $240k 440.00 545.06
Duke Energy Corp Com New (DUK) 0.1 $234k 2.3k 103.00
Hca Holdings (HCA) 0.1 $233k 972.00 240.08
DTE Energy Company (DTE) 0.1 $231k 2.0k 117.54
Honeywell International (HON) 0.1 $228k 1.1k 214.34
Truist Financial Corp equities (TFC) 0.1 $223k 5.2k 43.03
Meta Platforms Cl A (META) 0.1 $220k 1.8k 120.34
Constellation Energy (CEG) 0.1 $219k 2.5k 86.22
SYSCO Corporation (SYY) 0.1 $215k 2.8k 76.46
Qualcomm (QCOM) 0.1 $211k 1.9k 109.95
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $206k 3.6k 57.82