SC&H Financial Advisors

SC&H Financial Advisors as of Dec. 31, 2023

Portfolio Holdings for SC&H Financial Advisors

SC&H Financial Advisors holds 138 positions in its portfolio as reported in the December 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) 13.5 $47M 1.6M 29.23
American Centy Etf Tr Us Eqt Etf (AVUS) 11.1 $39M 473k 81.55
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 5.8 $20M 608k 33.25
American Centy Etf Tr Intl Eqt Etf (AVDE) 4.9 $17M 279k 60.43
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.6 $16M 557k 28.64
Dimensional Etf Trust Intl Core Equity (DFIC) 3.8 $13M 519k 25.53
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.6 $12M 220k 56.39
Dimensional Etf Trust Us Equity Etf (DFUS) 3.5 $12M 237k 51.83
Vanguard Index Fds Large Cap Etf (VV) 3.0 $10M 48k 218.15
Ishares Tr Core S&p500 Etf (IVV) 2.7 $9.3M 20k 477.62
Ishares Tr Core Msci Eafe (IEFA) 2.4 $8.4M 120k 70.35
Apple (AAPL) 2.1 $7.4M 38k 192.53
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.1 $7.1M 296k 24.11
Dimensional Etf Trust Short Duration F (DFSD) 1.7 $5.8M 123k 47.01
Microsoft Corporation (MSFT) 1.7 $5.8M 15k 376.05
Dimensional Etf Trust World Ex Us Core (DFAX) 1.4 $4.8M 195k 24.42
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.2 $4.0M 45k 89.80
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.0 $3.5M 68k 52.33
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.0 $3.5M 139k 24.96
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $3.1M 6.6k 475.31
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.8 $2.8M 48k 59.62
Ishares Tr Global Reit Etf (REET) 0.8 $2.8M 115k 24.18
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $2.6M 15k 170.40
Ishares Tr Core S&p Ttl Stk (ITOT) 0.7 $2.5M 24k 105.23
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $2.4M 9.9k 237.21
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.7 $2.3M 80k 29.12
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.7 $2.3M 30k 77.02
American Centy Etf Tr Avantis Core Fi (AVIG) 0.7 $2.3M 54k 41.83
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $2.3M 28k 81.28
Alphabet Cap Stk Cl A (GOOGL) 0.6 $2.1M 15k 139.69
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.6 $1.9M 45k 42.40
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $1.9M 18k 102.88
Costco Wholesale Corporation (COST) 0.5 $1.8M 2.8k 660.13
Visa Com Cl A (V) 0.5 $1.7M 6.7k 260.36
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $1.7M 17k 99.25
Ishares Core Msci Emkt (IEMG) 0.4 $1.5M 31k 50.58
Wisdomtree Tr Us Smallcap Divd (DES) 0.4 $1.5M 45k 32.17
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.4 $1.4M 53k 27.05
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $1.4M 9.8k 145.01
Ishares Tr Rus 1000 Etf (IWB) 0.4 $1.4M 5.3k 262.28
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $1.4M 7.5k 179.98
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.4 $1.3M 23k 57.76
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $1.3M 21k 62.66
Mastercard Incorporated Cl A (MA) 0.4 $1.3M 3.1k 426.51
Dimensional Etf Trust Intl High Profit (DIHP) 0.4 $1.3M 51k 25.66
JPMorgan Chase & Co. (JPM) 0.4 $1.3M 7.6k 170.09
UnitedHealth (UNH) 0.4 $1.3M 2.4k 526.45
Paychex (PAYX) 0.3 $1.2M 9.9k 119.11
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.1M 5.3k 213.35
American Centy Etf Tr Real Estate Etf (AVRE) 0.3 $1.1M 25k 43.31
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $1.1M 17k 62.49
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $1.1M 8.4k 124.97
Home Depot (HD) 0.3 $1.0M 3.0k 346.55
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.3 $1.0M 22k 46.40
Ishares Tr Russell 2000 Etf (IWM) 0.3 $1.0M 5.0k 200.70
Alphabet Cap Stk Cl C (GOOG) 0.3 $968k 6.9k 140.92
Ishares Tr Msci Eafe Etf (EFA) 0.3 $961k 13k 75.35
Dimensional Etf Trust Global Real Est (DFGR) 0.3 $916k 35k 25.98
Ishares Tr Core Msci Total (IXUS) 0.3 $898k 14k 64.93
Prologis (PLD) 0.3 $893k 6.7k 133.30
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $885k 4.0k 219.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $870k 2.4k 356.66
Cincinnati Financial Corporation (CINF) 0.2 $847k 8.2k 103.46
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $846k 7.8k 108.25
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $836k 14k 57.96
American Centy Etf Tr Avantis All Eqt (AVGE) 0.2 $829k 13k 64.76
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $743k 3.2k 232.64
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.2 $720k 14k 53.48
Thermo Fisher Scientific (TMO) 0.2 $715k 1.3k 530.74
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.2 $708k 20k 35.20
Lam Research Corporation 0.2 $705k 900.00 783.11
Cintas Corporation (CTAS) 0.2 $702k 1.2k 602.56
Procter & Gamble Company (PG) 0.2 $697k 4.8k 146.55
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $681k 4.1k 164.41
Vanguard Index Fds Value Etf (VTV) 0.2 $657k 4.4k 149.49
McDonald's Corporation (MCD) 0.2 $648k 2.2k 296.48
United Parcel Service CL B (UPS) 0.2 $647k 4.1k 157.23
Meta Platforms Cl A (META) 0.2 $642k 1.8k 353.96
Lowe's Companies (LOW) 0.2 $636k 2.9k 222.57
Dimensional Etf Trust Us High Profitab (DUHP) 0.2 $599k 21k 28.61
Mccormick & Co Com Non Vtg (MKC) 0.2 $584k 8.5k 68.42
Eversource Energy (ES) 0.2 $545k 8.8k 61.72
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $543k 1.00 542625.00
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $542k 2.0k 277.22
Adobe Systems Incorporated (ADBE) 0.2 $542k 908.00 596.60
Xcel Energy (XEL) 0.2 $536k 8.6k 61.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $533k 1.3k 409.55
Wal-Mart Stores (WMT) 0.2 $531k 3.4k 157.67
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $520k 13k 41.10
American Water Works (AWK) 0.1 $508k 3.8k 131.98
Vanguard World Fds Energy Etf (VDE) 0.1 $485k 4.1k 117.29
National Retail Properties (NNN) 0.1 $481k 11k 43.10
Zoetis Cl A (ZTS) 0.1 $455k 2.3k 197.40
Mondelez Intl Cl A (MDLZ) 0.1 $443k 6.1k 72.43
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $430k 2.6k 165.27
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $410k 5.3k 77.37
Atmos Energy Corporation (ATO) 0.1 $408k 3.5k 115.90
Arthur J. Gallagher & Co. (AJG) 0.1 $394k 1.8k 224.88
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $369k 3.9k 93.81
Dimensional Etf Trust Inflation Prote (DFIP) 0.1 $365k 8.8k 41.28
Edwards Lifesciences (EW) 0.1 $360k 4.7k 76.25
Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $360k 16k 22.74
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $359k 14k 25.78
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $351k 7.4k 47.56
Accenture Plc Ireland Shs Class A (ACN) 0.1 $342k 975.00 350.91
Danaher Corporation (DHR) 0.1 $332k 1.4k 231.31
Blackstone Group Inc Com Cl A (BX) 0.1 $332k 2.5k 130.91
Linde SHS (LIN) 0.1 $315k 766.00 410.66
Northrop Grumman Corporation (NOC) 0.1 $307k 656.00 467.81
Starbucks Corporation (SBUX) 0.1 $302k 3.1k 96.01
Amazon (AMZN) 0.1 $301k 2.0k 151.94
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $284k 3.4k 84.33
Ishares Tr U.s. Energy Etf (IYE) 0.1 $282k 6.4k 44.12
Mettler-Toledo International (MTD) 0.1 $280k 231.00 1212.96
Johnson & Johnson (JNJ) 0.1 $275k 1.8k 156.72
NVIDIA Corporation (NVDA) 0.1 $273k 550.00 495.54
Broadcom (AVGO) 0.1 $265k 238.00 1113.91
Amphenol Corp Cl A (APH) 0.1 $259k 2.6k 99.13
Brookfield Infrast Partners Lp Int Unit (BIP) 0.1 $258k 8.2k 31.49
Pulte (PHM) 0.1 $256k 2.5k 103.22
Bank of America Corporation (BAC) 0.1 $255k 7.6k 33.67
Textron (TXT) 0.1 $250k 3.1k 80.42
Hca Holdings (HCA) 0.1 $248k 916.00 270.73
Fidelity Covington Trust Enhanced Intl (FENI) 0.1 $244k 9.2k 26.50
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $243k 3.1k 78.01
Intel Corporation (INTC) 0.1 $240k 4.8k 50.25
PNC Financial Services (PNC) 0.1 $239k 1.5k 154.86
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $237k 2.7k 88.36
Kimberly-Clark Corporation (KMB) 0.1 $225k 1.9k 121.51
DTE Energy Company (DTE) 0.1 $222k 2.0k 110.26
Bristol Myers Squibb (BMY) 0.1 $219k 4.3k 51.31
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.1 $218k 3.5k 61.94
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $217k 4.0k 54.08
Qualcomm (QCOM) 0.1 $217k 1.5k 144.65
Trane Technologies SHS (TT) 0.1 $215k 881.00 243.91
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $209k 4.4k 47.90
SYSCO Corporation (SYY) 0.1 $208k 2.8k 73.13
Bioatla (BCAB) 0.0 $161k 66k 2.46