SC&H Financial Advisors

SC&H Financial Advisors as of March 31, 2024

Portfolio Holdings for SC&H Financial Advisors

SC&H Financial Advisors holds 143 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 14.3 $55M 1.7M 31.95
American Centy Etf Tr Us Eqt Etf (AVUS) 11.8 $45M 507k 89.50
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 6.1 $23M 642k 36.54
American Centy Etf Tr Intl Eqt Etf (AVDE) 4.9 $19M 293k 63.74
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.5 $18M 578k 30.22
Dimensional Etf Trust Intl Core Equity (DFIC) 3.9 $15M 567k 26.75
Dimensional Etf Trust Us Equity Etf (DFUS) 3.8 $15M 255k 56.98
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.5 $14M 235k 57.96
Vanguard Index Fds Large Cap Etf (VV) 3.0 $11M 47k 239.76
Ishares Tr Core S&p500 Etf (IVV) 2.6 $9.9M 19k 525.74
Ishares Tr Core Msci Eafe (IEFA) 2.3 $8.8M 119k 74.22
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.9 $7.5M 303k 24.72
Apple (AAPL) 1.8 $6.8M 40k 171.48
Dimensional Etf Trust Short Duration F (DFSD) 1.6 $6.2M 132k 47.04
Microsoft Corporation (MSFT) 1.6 $6.1M 15k 420.73
Dimensional Etf Trust World Ex Us Core (DFAX) 1.3 $5.0M 198k 25.44
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.2 $4.4M 47k 93.71
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.0 $3.7M 69k 54.43
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.0 $3.7M 146k 25.49
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $3.6M 7.0k 523.10
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.8 $3.0M 49k 62.34
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $2.8M 15k 182.61
Ishares Tr Global Reit Etf (REET) 0.7 $2.7M 114k 23.68
Ishares Tr Core S&p Ttl Stk (ITOT) 0.7 $2.6M 23k 115.30
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $2.6M 9.9k 259.91
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.6 $2.4M 81k 30.10
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $2.3M 29k 80.51
American Centy Etf Tr Avantis Core Fi (AVIG) 0.6 $2.3M 55k 41.25
Alphabet Cap Stk Cl A (GOOGL) 0.6 $2.1M 14k 150.93
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.6 $2.1M 51k 41.95
Costco Wholesale Corporation (COST) 0.5 $2.0M 2.7k 732.61
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $1.9M 25k 76.67
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $1.8M 17k 110.50
Visa Com Cl A (V) 0.5 $1.8M 6.5k 279.09
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.4 $1.6M 53k 29.99
Ishares Core Msci Emkt (IEMG) 0.4 $1.6M 31k 51.60
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $1.6M 16k 97.94
Dimensional Etf Trust Intl High Profit (DIHP) 0.4 $1.5M 56k 26.94
Ishares Tr Rus 1000 Etf (IWB) 0.4 $1.5M 5.3k 288.05
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.4 $1.5M 23k 64.26
Wisdomtree Tr Us Smallcap Divd (DES) 0.4 $1.5M 45k 32.68
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $1.5M 9.5k 155.92
JPMorgan Chase & Co. (JPM) 0.4 $1.5M 7.3k 200.30
Mastercard Incorporated Cl A (MA) 0.4 $1.4M 3.0k 481.64
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $1.4M 7.3k 191.88
American Centy Etf Tr Avantis All Eqt (AVGE) 0.4 $1.3M 19k 69.82
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $1.3M 20k 65.87
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.2M 5.4k 228.60
UnitedHealth (UNH) 0.3 $1.2M 2.4k 494.64
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $1.1M 17k 65.86
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $1.1M 8.4k 131.25
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.3 $1.1M 19k 58.65
American Centy Etf Tr Real Estate Etf (AVRE) 0.3 $1.1M 26k 42.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.1M 2.6k 420.52
Paychex (PAYX) 0.3 $1.1M 8.7k 122.81
Ishares Tr Russell 2000 Etf (IWM) 0.3 $1.1M 5.1k 210.31
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.0M 6.9k 152.25
Home Depot (HD) 0.3 $1.0M 2.7k 383.64
Ishares Tr Msci Eafe Etf (EFA) 0.3 $1.0M 13k 79.86
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.3 $984k 21k 46.28
Ishares Tr Core Msci Total (IXUS) 0.3 $971k 14k 67.86
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $950k 4.0k 235.81
Dimensional Etf Trust Global Real Est (DFGR) 0.2 $933k 37k 25.53
Meta Platforms Cl A (META) 0.2 $881k 1.8k 485.58
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $877k 7.9k 110.52
Lam Research Corporation (LRCX) 0.2 $874k 900.00 971.38
Cincinnati Financial Corporation (CINF) 0.2 $872k 7.0k 124.17
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $872k 15k 60.30
Prologis (PLD) 0.2 $833k 6.4k 130.22
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $820k 3.3k 249.86
Cintas Corporation (CTAS) 0.2 $800k 1.2k 686.91
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.2 $776k 20k 38.47
Procter & Gamble Company (PG) 0.2 $767k 4.7k 162.25
United Parcel Service CL B (UPS) 0.2 $760k 5.1k 148.63
Lowe's Companies (LOW) 0.2 $729k 2.9k 254.70
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $728k 4.2k 175.28
Thermo Fisher Scientific (TMO) 0.2 $690k 1.2k 581.01
Dimensional Etf Trust Us High Profitab (DUHP) 0.2 $663k 21k 31.61
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $634k 1.00 634440.00
Mccormick & Co Com Non Vtg (MKC) 0.2 $625k 8.1k 76.81
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $618k 10k 60.74
Wal-Mart Stores (WMT) 0.2 $608k 10k 60.17
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $584k 1.3k 444.05
McDonald's Corporation (MCD) 0.1 $554k 2.0k 282.00
Vanguard World Energy Etf (VDE) 0.1 $546k 4.1k 131.71
Amazon (AMZN) 0.1 $542k 3.0k 180.38
Vanguard Index Fds Value Etf (VTV) 0.1 $541k 3.3k 162.87
Eversource Energy (ES) 0.1 $527k 8.8k 59.77
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $497k 12k 41.77
National Retail Properties (NNN) 0.1 $477k 11k 42.74
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $467k 2.6k 179.14
Adobe Systems Incorporated (ADBE) 0.1 $458k 908.00 504.60
Edwards Lifesciences (EW) 0.1 $451k 4.7k 95.56
Arthur J. Gallagher & Co. (AJG) 0.1 $438k 1.8k 250.04
American Water Works (AWK) 0.1 $433k 3.5k 122.23
Mondelez Intl Cl A (MDLZ) 0.1 $428k 6.1k 70.00
Xcel Energy (XEL) 0.1 $422k 7.9k 53.75
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $410k 5.3k 77.31
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $408k 3.9k 103.79
Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $407k 18k 22.37
Zoetis Cl A (ZTS) 0.1 $390k 2.3k 169.23
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $368k 14k 27.19
Dimensional Etf Trust Inflation Prote (DFIP) 0.1 $364k 8.8k 41.25
Danaher Corporation (DHR) 0.1 $359k 1.4k 249.65
Accenture Plc Ireland Shs Class A (ACN) 0.1 $338k 975.00 346.61
Atmos Energy Corporation (ATO) 0.1 $336k 2.8k 118.86
Blackstone Group Inc Com Cl A (BX) 0.1 $333k 2.5k 131.36
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $331k 7.0k 47.44
Ishares Tr U.s. Energy Etf (IYE) 0.1 $316k 6.4k 49.40
Broadcom (AVGO) 0.1 $315k 238.00 1322.63
Northrop Grumman Corporation (NOC) 0.1 $314k 656.00 478.95
NVIDIA Corporation (NVDA) 0.1 $311k 344.00 904.49
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $306k 3.4k 90.44
Amphenol Corp Cl A (APH) 0.1 $301k 2.6k 115.35
Pulte (PHM) 0.1 $299k 2.5k 120.62
Textron (TXT) 0.1 $298k 3.1k 95.92
Mettler-Toledo International (MTD) 0.1 $294k 221.00 1331.29
Hca Holdings (HCA) 0.1 $289k 866.00 333.59
Starbucks Corporation (SBUX) 0.1 $288k 3.1k 91.39
Johnson & Johnson (JNJ) 0.1 $278k 1.8k 158.17
Constellation Energy (CEG) 0.1 $277k 1.5k 184.84
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $270k 3.1k 86.68
Fidelity Covington Trust Enhanced Intl (FENI) 0.1 $264k 9.2k 28.55
Brookfield Infrast Partners Lp Int Unit (BIP) 0.1 $255k 8.2k 31.21
PNC Financial Services (PNC) 0.1 $249k 1.5k 161.61
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $243k 4.0k 60.43
Kimberly-Clark Corporation (KMB) 0.1 $239k 1.9k 129.35
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.1 $238k 3.5k 67.39
Qualcomm (QCOM) 0.1 $233k 1.4k 169.32
Bank of America Corporation (BAC) 0.1 $233k 6.1k 37.92
SYSCO Corporation (SYY) 0.1 $232k 2.9k 81.17
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $227k 2.6k 86.49
Bioatla (BCAB) 0.1 $225k 66k 3.44
Dimensional Etf Trust World Equity Etf (DFAW) 0.1 $219k 3.7k 59.13
T. Rowe Price (TROW) 0.1 $217k 1.8k 121.91
Select Sector Spdr Tr Communication (XLC) 0.1 $216k 2.6k 81.66
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $214k 446.00 480.71
Intel Corporation (INTC) 0.1 $211k 4.8k 44.17
Ishares Tr Dow Jones Us Etf (IYY) 0.1 $210k 1.6k 128.09
Assurant (AIZ) 0.1 $209k 1.1k 188.24
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $209k 4.2k 50.17
Vanguard Index Fds Growth Etf (VUG) 0.1 $205k 595.00 343.97
Truist Financial Corp equities (TFC) 0.1 $202k 5.2k 38.98