SC&H Financial Advisors

SC&H Financial Advisors as of March 31, 2023

Portfolio Holdings for SC&H Financial Advisors

SC&H Financial Advisors holds 131 positions in its portfolio as reported in the March 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) 11.7 $32M 1.3M 25.48
American Centy Etf Tr Us Eqt Etf (AVUS) 9.4 $26M 364k 70.88
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 5.1 $14M 491k 28.77
American Centy Etf Tr Intl Eqt Etf (AVDE) 5.0 $14M 239k 57.03
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.5 $13M 463k 26.95
Dimensional Etf Trust Intl Core Equity (DFIC) 3.9 $11M 446k 24.07
Dimensional Etf Trust Us Equity Etf (DFUS) 3.3 $9.2M 207k 44.43
Vanguard Index Fds Large Cap Etf (VV) 3.3 $9.1M 49k 186.81
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.2 $8.7M 165k 52.89
Ishares Tr Core Msci Eafe (IEFA) 2.9 $7.9M 118k 66.85
Ishares Tr Core S&p500 Etf (IVV) 2.8 $7.7M 19k 411.09
Apple (AAPL) 2.4 $6.6M 40k 164.90
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.4 $6.6M 288k 23.02
Microsoft Corporation (MSFT) 1.6 $4.3M 15k 288.30
Dimensional Etf Trust World Ex Us Core (DFAX) 1.6 $4.3M 184k 23.06
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.1 $3.1M 42k 74.06
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $2.7M 6.6k 409.41
American Centy Etf Tr Avantis Core Fi (AVIG) 1.0 $2.6M 63k 42.13
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.9 $2.5M 106k 23.59
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.9 $2.4M 46k 52.70
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $2.4M 16k 154.01
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.9 $2.4M 53k 44.50
Dimensional Etf Trust Short Duration F (DFSD) 0.8 $2.2M 48k 46.66
Ishares Tr Global Reit Etf (REET) 0.8 $2.2M 94k 22.93
Vanguard World Fds Energy Etf (VDE) 0.8 $2.2M 19k 114.23
Ishares Tr Core S&p Ttl Stk (ITOT) 0.7 $2.0M 23k 90.55
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.7 $2.0M 79k 24.93
Wisdomtree Tr Us Smallcap Divd (DES) 0.7 $1.8M 63k 28.56
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $1.8M 19k 92.09
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.6M 7.9k 204.10
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.6M 15k 103.73
Ishares Core Msci Emkt (IEMG) 0.6 $1.6M 32k 48.79
Costco Wholesale Corporation (COST) 0.5 $1.5M 2.9k 496.93
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $1.4M 15k 99.64
Visa Com Cl A (V) 0.5 $1.4M 6.3k 225.47
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.5 $1.4M 23k 62.40
Dimensional Etf Trust Inflation Prote (DFIP) 0.5 $1.4M 32k 42.83
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $1.3M 17k 76.49
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.5 $1.3M 28k 46.34
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.5 $1.3M 28k 47.15
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $1.3M 16k 80.22
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $1.3M 9.3k 134.07
Dimensional Etf Trust Intl High Profit (DIHP) 0.5 $1.2M 51k 24.18
Ishares Tr Rus 1000 Etf (IWB) 0.4 $1.2M 5.2k 225.23
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.4 $1.2M 23k 51.11
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $1.2M 7.4k 158.77
Ishares Tr Core Total Usd (IUSB) 0.4 $1.2M 25k 46.15
Paychex (PAYX) 0.4 $1.2M 10k 114.59
UnitedHealth (UNH) 0.4 $1.1M 2.4k 472.65
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $1.1M 9.0k 123.71
American Centy Etf Tr Real Estate Etf (AVRE) 0.4 $1.0M 25k 41.46
Mastercard Incorporated Cl A (MA) 0.4 $1.0M 2.9k 363.38
Eversource Energy (ES) 0.4 $1.0M 13k 78.26
Cincinnati Financial Corporation (CINF) 0.4 $1.0M 9.1k 112.08
Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.0M 5.4k 189.57
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $944k 16k 58.48
Ishares Tr Msci Eafe Etf (EFA) 0.3 $921k 13k 71.52
Home Depot (HD) 0.3 $904k 3.1k 295.10
Prologis (PLD) 0.3 $902k 7.2k 124.77
Procter & Gamble Company (PG) 0.3 $900k 6.1k 148.69
JPMorgan Chase & Co. (JPM) 0.3 $897k 6.9k 130.31
Thermo Fisher Scientific (TMO) 0.3 $854k 1.5k 576.48
Ishares Tr Russell 2000 Etf (IWM) 0.3 $852k 4.8k 178.41
Ishares Tr Core Msci Total (IXUS) 0.3 $820k 13k 61.95
United Parcel Service CL B (UPS) 0.3 $799k 4.1k 194.01
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $785k 4.0k 194.91
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $755k 7.8k 96.70
Alphabet Cap Stk Cl C (GOOG) 0.3 $752k 7.2k 104.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $748k 2.4k 308.73
Mccormick & Co Com Non Vtg (MKC) 0.3 $744k 8.9k 83.21
Dimensional Etf Trust Us Real Estate E (DFAR) 0.3 $722k 34k 21.49
Xcel Energy (XEL) 0.3 $689k 10k 67.44
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $674k 3.2k 210.92
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $659k 12k 55.21
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $637k 2.5k 250.14
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.2 $626k 4.0k 156.80
McDonald's Corporation (MCD) 0.2 $611k 2.2k 279.63
Vanguard Index Fds Value Etf (VTV) 0.2 $600k 4.3k 138.10
American Water Works (AWK) 0.2 $593k 4.0k 146.48
Lam Research Corporation 0.2 $584k 1.1k 529.93
Cintas Corporation (CTAS) 0.2 $539k 1.2k 462.61
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $497k 12k 40.40
National Retail Properties (NNN) 0.2 $492k 11k 44.15
Bristol Myers Squibb (BMY) 0.2 $480k 6.9k 69.31
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $470k 3.4k 140.19
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $466k 1.00 465600.00
Brookfield Infrast Partners Lp Int Unit (BIP) 0.2 $463k 14k 33.77
Dimensional Etf Trust Us High Profitab (DUHP) 0.2 $455k 18k 25.14
Edwards Lifesciences (EW) 0.2 $453k 5.5k 82.73
Kimberly-Clark Corporation (KMB) 0.2 $450k 3.4k 134.24
Zoetis Cl A (ZTS) 0.2 $445k 2.7k 166.41
Lowe's Companies (LOW) 0.2 $436k 2.2k 199.94
Mondelez Intl Cl A (MDLZ) 0.2 $427k 6.1k 69.72
Wal-Mart Stores (WMT) 0.2 $426k 2.9k 147.44
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $418k 1.3k 320.92
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $404k 5.3k 76.23
Atmos Energy Corporation (ATO) 0.1 $396k 3.5k 112.36
Mettler-Toledo International (MTD) 0.1 $394k 257.00 1532.05
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $393k 2.6k 152.29
Meta Platforms Cl A (META) 0.1 $388k 1.8k 211.97
Arthur J. Gallagher & Co. (AJG) 0.1 $383k 2.0k 191.32
Adobe Systems Incorporated (ADBE) 0.1 $370k 959.00 385.57
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $367k 8.6k 42.50
Danaher Corporation (DHR) 0.1 $341k 1.4k 251.96
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $330k 14k 23.80
Starbucks Corporation (SBUX) 0.1 $325k 3.1k 104.13
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $320k 3.9k 81.22
Johnson & Johnson (JNJ) 0.1 $318k 2.1k 155.03
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.1 $313k 13k 24.57
American Electric Power Company (AEP) 0.1 $299k 3.3k 90.99
Blackstone Group Inc Com Cl A (BX) 0.1 $297k 3.4k 87.84
Amazon (AMZN) 0.1 $281k 2.7k 103.27
Accenture Plc Ireland Shs Class A (ACN) 0.1 $279k 977.00 285.76
Ishares Tr U.s. Energy Etf (IYE) 0.1 $278k 6.3k 43.75
Qualcomm (QCOM) 0.1 $270k 2.1k 127.60
Altria (MO) 0.1 $267k 6.0k 44.62
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $261k 3.5k 73.78
PNC Financial Services (PNC) 0.1 $260k 2.0k 127.08
Hca Holdings (HCA) 0.1 $260k 985.00 263.72
DTE Energy Company (DTE) 0.1 $259k 2.4k 109.54
Northrop Grumman Corporation (NOC) 0.1 $234k 507.00 461.97
Duke Energy Corp Com New (DUK) 0.1 $225k 2.3k 96.49
Comcast Corp Cl A (CMCSA) 0.1 $224k 5.9k 37.91
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $223k 2.7k 83.05
SYSCO Corporation (SYY) 0.1 $219k 2.8k 77.23
Amphenol Corp Cl A (APH) 0.1 $214k 2.6k 81.73
American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $210k 3.6k 57.80
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $210k 3.6k 58.54
Honeywell International (HON) 0.1 $207k 1.1k 191.16
T. Rowe Price (TROW) 0.1 $201k 1.8k 112.89
Bioatla (BCAB) 0.0 $57k 21k 2.68