SC&H Financial Advisors

SC&H Financial Advisors as of June 30, 2024

Portfolio Holdings for SC&H Financial Advisors

SC&H Financial Advisors holds 144 positions in its portfolio as reported in the June 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) 14.9 $61M 1.9M 32.24
American Centy Etf Tr Us Eqt Etf (AVUS) 12.2 $50M 551k 90.19
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 6.2 $25M 672k 37.49
American Centy Etf Tr Intl Eqt Etf (AVDE) 4.8 $19M 311k 62.26
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.4 $18M 605k 29.67
Dimensional Etf Trust Intl Core Equity (DFIC) 4.1 $17M 639k 26.29
Dimensional Etf Trust Us Equity Etf (DFUS) 4.0 $17M 281k 58.85
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.8 $15M 253k 61.09
Vanguard Index Fds Large Cap Etf (VV) 2.9 $12M 47k 249.62
Ishares Tr Core S&p500 Etf (IVV) 2.5 $10M 19k 547.24
Ishares Tr Core Msci Eafe (IEFA) 2.1 $8.7M 119k 72.64
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.0 $8.3M 320k 25.87
Apple (AAPL) 1.9 $7.9M 37k 210.62
Dimensional Etf Trust Short Duration F (DFSD) 1.7 $7.1M 150k 47.00
Microsoft Corporation (MSFT) 1.6 $6.6M 15k 446.95
Dimensional Etf Trust World Ex Us Core (DFAX) 1.3 $5.2M 205k 25.42
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.0 $4.2M 47k 89.72
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.0 $4.1M 154k 26.73
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.9 $3.8M 72k 51.87
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $3.7M 6.8k 544.21
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.7 $3.0M 49k 60.08
Ishares Tr Global Reit Etf (REET) 0.7 $2.9M 123k 23.25
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $2.7M 10k 267.50
Ishares Tr Core S&p Ttl Stk (ITOT) 0.7 $2.7M 22k 118.78
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $2.6M 14k 182.54
American Centy Etf Tr Avantis Core Fi (AVIG) 0.6 $2.5M 62k 40.78
Alphabet Cap Stk Cl A (GOOGL) 0.6 $2.5M 14k 182.14
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.6 $2.3M 82k 28.78
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $2.3M 29k 79.93
Costco Wholesale Corporation (COST) 0.6 $2.3M 2.7k 849.97
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.5 $2.2M 53k 41.54
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.5 $2.1M 35k 59.52
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $1.9M 16k 112.63
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $1.8M 19k 97.07
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $1.7M 23k 76.70
Visa Com Cl A (V) 0.4 $1.7M 6.4k 262.48
Ishares Core Msci Emkt (IEMG) 0.4 $1.6M 30k 53.53
Ishares Tr Rus 1000 Etf (IWB) 0.4 $1.6M 5.3k 297.52
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.4 $1.5M 53k 28.91
Dimensional Etf Trust Intl High Profit (DIHP) 0.4 $1.5M 58k 26.32
JPMorgan Chase & Co. (JPM) 0.4 $1.5M 7.5k 202.26
American Centy Etf Tr Avantis All Eqt (AVGE) 0.4 $1.5M 22k 69.32
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.4 $1.5M 24k 62.84
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $1.4M 7.8k 182.52
Wisdomtree Tr Us Smallcap Divd (DES) 0.3 $1.4M 46k 31.15
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $1.4M 9.3k 150.43
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.3M 7.3k 183.42
Mastercard Incorporated Cl A (MA) 0.3 $1.3M 2.9k 441.23
UnitedHealth (UNH) 0.3 $1.2M 2.4k 509.19
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $1.2M 19k 64.95
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.2M 5.4k 218.05
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $1.1M 17k 64.95
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $1.1M 8.4k 127.18
Procter & Gamble Company (PG) 0.3 $1.1M 6.5k 164.92
American Centy Etf Tr Real Estate Etf (AVRE) 0.2 $1.0M 25k 41.22
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.0M 13k 78.33
Ishares Tr Russell 2000 Etf (IWM) 0.2 $998k 4.9k 202.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $992k 2.4k 406.80
Dimensional Etf Trust Global Real Est (DFGR) 0.2 $989k 40k 24.99
Ishares Tr Core Msci Total (IXUS) 0.2 $962k 14k 67.56
Lam Research Corporation (LRCX) 0.2 $958k 900.00 1064.64
Paychex (PAYX) 0.2 $931k 7.9k 118.57
Home Depot (HD) 0.2 $918k 2.7k 344.27
Meta Platforms Cl A (META) 0.2 $915k 1.8k 504.22
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.2 $891k 19k 46.17
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $877k 15k 60.30
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $830k 7.8k 106.66
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $820k 3.6k 229.59
Cintas Corporation (CTAS) 0.2 $816k 1.2k 700.14
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $794k 3.3k 242.10
Cincinnati Financial Corporation (CINF) 0.2 $780k 6.6k 118.10
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.2 $767k 20k 37.95
United Parcel Service CL B (UPS) 0.2 $721k 5.3k 136.86
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $701k 4.2k 168.80
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $701k 12k 58.52
Dimensional Etf Trust Us High Profitab (DUHP) 0.2 $691k 22k 31.99
Amazon (AMZN) 0.2 $690k 3.6k 193.25
Wal-Mart Stores (WMT) 0.2 $686k 10k 67.71
Prologis (PLD) 0.2 $678k 6.0k 112.31
Thermo Fisher Scientific (TMO) 0.2 $657k 1.2k 552.81
Lowe's Companies (LOW) 0.2 $631k 2.9k 220.46
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $619k 1.3k 479.05
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $612k 1.00 612241.00
Mccormick & Co Com Non Vtg (MKC) 0.1 $593k 8.4k 70.94
Vanguard World Energy Etf (VDE) 0.1 $529k 4.1k 127.58
Adobe Systems Incorporated (ADBE) 0.1 $504k 908.00 555.54
McDonald's Corporation (MCD) 0.1 $500k 2.0k 254.88
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $456k 2.6k 174.48
Zoetis Cl A (ZTS) 0.1 $452k 2.6k 173.36
American Water Works (AWK) 0.1 $437k 3.4k 129.18
Edwards Lifesciences (EW) 0.1 $436k 4.7k 92.37
Vanguard Index Fds Value Etf (VTV) 0.1 $435k 2.7k 160.41
Mondelez Intl Cl A (MDLZ) 0.1 $428k 6.5k 65.44
National Retail Properties (NNN) 0.1 $422k 9.9k 42.60
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $421k 3.9k 106.95
Bank of America Corporation (BAC) 0.1 $417k 11k 39.77
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $410k 5.3k 77.28
Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $404k 18k 22.10
Arthur J. Gallagher & Co. (AJG) 0.1 $393k 1.5k 259.31
Eversource Energy (ES) 0.1 $384k 6.8k 56.71
Broadcom (AVGO) 0.1 $381k 238.00 1602.16
NVIDIA Corporation (NVDA) 0.1 $376k 3.0k 123.52
Danaher Corporation (DHR) 0.1 $375k 1.5k 249.91
Xcel Energy (XEL) 0.1 $371k 6.9k 53.41
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $365k 14k 26.91
Amphenol Corp Cl A (APH) 0.1 $352k 5.2k 67.37
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $333k 7.0k 47.37
Atmos Energy Corporation (ATO) 0.1 $329k 2.8k 116.64
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $323k 7.4k 43.76
Dimensional Etf Trust World Equity Etf (DFAW) 0.1 $321k 5.4k 59.53
Dimensional Etf Trust Inflation Prote (DFIP) 0.1 $316k 7.7k 40.83
Blackstone Group Inc Com Cl A (BX) 0.1 $313k 2.5k 123.79
Ishares Tr U.s. Energy Etf (IYE) 0.1 $307k 6.4k 48.00
Constellation Energy (CEG) 0.1 $305k 1.5k 200.26
Qualcomm (QCOM) 0.1 $304k 1.5k 199.15
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $299k 3.4k 88.13
Accenture Plc Ireland Shs Class A (ACN) 0.1 $296k 975.00 303.41
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $292k 3.1k 93.82
Northrop Grumman Corporation (NOC) 0.1 $287k 657.00 436.22
Mettler-Toledo International (MTD) 0.1 $281k 201.00 1397.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $280k 560.00 500.14
Hca Holdings (HCA) 0.1 $278k 866.00 321.34
Pulte (PHM) 0.1 $273k 2.5k 110.10
Textron (TXT) 0.1 $267k 3.1k 85.87
Fidelity Covington Trust Enhanced Intl (FENI) 0.1 $257k 9.1k 28.34
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $256k 4.0k 63.55
Kimberly-Clark Corporation (KMB) 0.1 $256k 1.9k 138.20
Johnson & Johnson (JNJ) 0.1 $244k 1.7k 146.12
Starbucks Corporation (SBUX) 0.1 $243k 3.1k 77.85
PNC Financial Services (PNC) 0.1 $240k 1.5k 155.49
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $237k 3.5k 66.98
Select Sector Spdr Tr Communication (XLC) 0.1 $226k 2.6k 85.66
Brookfield Infrast Partners Lp Int Unit (BIP) 0.1 $225k 8.2k 27.44
Vanguard Index Fds Growth Etf (VUG) 0.1 $222k 595.00 373.76
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $220k 2.6k 83.77
SYSCO Corporation (SYY) 0.1 $219k 3.1k 71.40
Ishares Tr Dow Jones Us Etf (IYY) 0.1 $217k 1.6k 132.31
T. Rowe Price (TROW) 0.1 $205k 1.8k 115.30
Ishares Tr Rusel 2500 Etf (SMMD) 0.1 $205k 3.3k 62.60
Truist Financial Corp equities (TFC) 0.0 $201k 5.2k 38.85
Abbvie (ABBV) 0.0 $200k 1.2k 171.54
Bioatla (BCAB) 0.0 $90k 66k 1.37
eHealth (EHTH) 0.0 $45k 10k 4.53
Zedge CL B (ZDGE) 0.0 $31k 10k 3.05