SC&H Financial Advisors

SC&H Financial Advisors as of Sept. 30, 2024

Portfolio Holdings for SC&H Financial Advisors

SC&H Financial Advisors holds 153 positions in its portfolio as reported in the September 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 $68M 2.0M 34.29
American Centy Etf Tr Us Eqt Etf (AVUS) 12.2 $56M 587k 95.15
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 6.1 $28M 705k 39.69
American Centy Etf Tr Intl Eqt Etf (AVDE) 4.7 $22M 322k 67.03
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.5 $20M 642k 31.78
Dimensional Etf Trust Intl Core Equity (DFIC) 4.3 $20M 705k 28.14
Dimensional Etf Trust Us Equity Market (DFUS) 4.3 $20M 315k 62.20
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.7 $17M 265k 64.60
Vanguard Index Fds Large Cap Etf (VV) 2.7 $12M 46k 263.29
Ishares Tr Core S&p500 Etf (IVV) 2.4 $11M 19k 576.83
Ishares Tr Core Msci Eafe (IEFA) 2.0 $9.2M 118k 78.05
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.0 $9.2M 335k 27.41
Dimensional Etf Trust Short Duration F (DFSD) 1.9 $8.8M 184k 47.74
Apple (AAPL) 1.9 $8.6M 37k 233.00
Microsoft Corporation (MSFT) 1.4 $6.5M 15k 430.31
Dimensional Etf Trust World Ex Us Core (DFAX) 1.2 $5.7M 210k 27.01
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.1 $4.9M 51k 95.95
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.0 $4.6M 165k 28.15
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.9 $4.2M 75k 55.63
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.9 $4.0M 63k 63.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $3.9M 6.8k 573.73
Ishares Tr Global Reit Etf (REET) 0.7 $3.4M 127k 26.69
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.7 $3.4M 52k 64.86
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.7 $3.1M 72k 43.19
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $2.9M 10k 283.17
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $2.9M 14k 198.06
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $2.8M 22k 125.62
American Centy Etf Tr Avantis Core Fi (AVIG) 0.6 $2.7M 62k 42.51
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.6 $2.6M 85k 30.80
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $2.5M 29k 83.75
Costco Wholesale Corporation (COST) 0.5 $2.4M 2.7k 886.50
Alphabet Cap Stk Cl A (GOOGL) 0.5 $2.2M 14k 165.86
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $2.0M 17k 119.70
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $1.9M 19k 101.27
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $1.9M 24k 78.69
Ishares Core Msci Emkt (IEMG) 0.4 $1.7M 30k 57.41
Visa Com Cl A (V) 0.4 $1.7M 6.2k 274.96
American Centy Etf Tr Avantis All Eqt (AVGE) 0.4 $1.7M 23k 73.87
Ishares Tr Rus 1000 Etf (IWB) 0.4 $1.7M 5.3k 314.38
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.4 $1.7M 33k 50.77
Dimensional Etf Trust Intl High Profit (DIHP) 0.4 $1.6M 59k 27.70
Wisdomtree Tr Us Smallcap Divd (DES) 0.3 $1.6M 46k 34.49
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $1.6M 7.8k 200.79
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.3 $1.6M 24k 65.83
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.3 $1.5M 50k 30.81
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $1.5M 9.2k 167.68
JPMorgan Chase & Co. (JPM) 0.3 $1.5M 7.1k 210.87
Mastercard Incorporated Cl A (MA) 0.3 $1.4M 2.8k 493.88
UnitedHealth (UNH) 0.3 $1.4M 2.4k 584.77
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $1.3M 19k 71.73
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.3M 5.4k 237.20
Dimensional Etf Trust Global Real Est (DFGR) 0.3 $1.2M 43k 28.86
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.2M 7.3k 167.19
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $1.2M 17k 70.67
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $1.2M 8.4k 142.05
American Centy Etf Tr Real Estate Etf (AVRE) 0.2 $1.1M 24k 47.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.1M 2.4k 460.26
Procter & Gamble Company (PG) 0.2 $1.1M 6.5k 173.20
Home Depot (HD) 0.2 $1.1M 2.7k 405.24
Meta Platforms Cl A (META) 0.2 $1.1M 1.9k 572.46
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.1M 13k 83.63
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.1M 4.8k 220.89
Paychex (PAYX) 0.2 $1000k 7.5k 134.20
Ishares Tr Core Msci Total (IXUS) 0.2 $960k 13k 72.63
Cintas Corporation (CTAS) 0.2 $959k 4.7k 205.89
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $944k 15k 64.74
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $911k 7.8k 116.96
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.2 $906k 19k 47.13
Cincinnati Financial Corporation (CINF) 0.2 $898k 6.6k 136.12
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $870k 3.6k 243.50
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $866k 3.3k 263.83
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.2 $823k 20k 40.63
Wal-Mart Stores (WMT) 0.2 $818k 10k 80.75
Lowe's Companies (LOW) 0.2 $777k 2.9k 270.88
Prologis (PLD) 0.2 $760k 6.0k 126.28
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $758k 4.2k 182.00
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $739k 12k 62.32
Dimensional Etf Trust Us High Profitab (DUHP) 0.2 $739k 22k 34.07
Thermo Fisher Scientific (TMO) 0.2 $737k 1.2k 618.36
Lam Research Corporation (LRCX) 0.2 $734k 900.00 815.92
United Parcel Service CL B (UPS) 0.2 $719k 5.3k 136.35
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $691k 1.00 691180.00
Mccormick & Co Com Non Vtg (MKC) 0.1 $665k 8.1k 82.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $645k 1.3k 488.02
NVIDIA Corporation (NVDA) 0.1 $606k 5.0k 121.43
McDonald's Corporation (MCD) 0.1 $592k 1.9k 304.56
Broadcom (AVGO) 0.1 $582k 3.4k 172.50
Zoetis Cl A (ZTS) 0.1 $509k 2.6k 195.36
Amazon (AMZN) 0.1 $499k 2.7k 186.33
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $497k 2.6k 189.76
American Water Works (AWK) 0.1 $494k 3.4k 146.26
Mondelez Intl Cl A (MDLZ) 0.1 $482k 6.5k 73.67
National Retail Properties (NNN) 0.1 $480k 9.9k 48.49
Vanguard Index Fds Value Etf (VTV) 0.1 $470k 2.7k 174.59
Adobe Systems Incorporated (ADBE) 0.1 $470k 908.00 517.78
Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $470k 18k 25.64
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $444k 3.9k 112.94
Eversource Energy (ES) 0.1 $444k 6.5k 68.05
Arthur J. Gallagher & Co. (AJG) 0.1 $429k 1.5k 281.37
Xcel Energy (XEL) 0.1 $427k 6.5k 65.30
Danaher Corporation (DHR) 0.1 $421k 1.5k 278.05
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $392k 14k 29.06
Constellation Energy (CEG) 0.1 $392k 1.5k 260.06
Atmos Energy Corporation (ATO) 0.1 $392k 2.8k 138.70
Blackstone Group Inc Com Cl A (BX) 0.1 $388k 2.5k 153.12
Dimensional Etf Trust World Equity Etf (DFAW) 0.1 $370k 5.8k 63.46
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $357k 4.5k 79.42
Pulte (PHM) 0.1 $356k 2.5k 143.53
Hca Holdings (HCA) 0.1 $352k 866.00 406.51
Vanguard World Energy Etf (VDE) 0.1 $348k 2.8k 122.47
Accenture Plc Ireland Shs Class A (ACN) 0.1 $345k 975.00 353.48
Amphenol Corp Cl A (APH) 0.1 $340k 5.2k 65.16
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $340k 7.0k 48.68
Dimensional Etf Trust Inflation Prote (DFIP) 0.1 $329k 7.8k 42.28
Bank of America Corporation (BAC) 0.1 $328k 8.3k 39.68
Ishares Tr Rusel 2500 Etf (SMMD) 0.1 $327k 4.8k 67.73
Northrop Grumman Corporation (NOC) 0.1 $312k 590.00 528.46
Edwards Lifesciences (EW) 0.1 $312k 4.7k 65.99
Mettler-Toledo International (MTD) 0.1 $301k 201.00 1499.70
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $301k 3.1k 96.52
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $295k 3.1k 95.48
PNC Financial Services (PNC) 0.1 $289k 1.6k 184.87
Brookfield Infrast Partners Lp Int Unit (BIP) 0.1 $287k 8.2k 35.04
Starbucks Corporation (SBUX) 0.1 $281k 2.9k 97.49
Textron (TXT) 0.1 $275k 3.1k 88.58
Fidelity Covington Trust Enhanced Intl (FENI) 0.1 $275k 9.1k 30.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $272k 515.00 527.88
Johnson & Johnson (JNJ) 0.1 $271k 1.7k 162.05
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $271k 4.0k 67.27
Kimberly-Clark Corporation (KMB) 0.1 $263k 1.9k 142.28
Ishares Tr U.s. Energy Etf (IYE) 0.1 $262k 5.7k 46.34
Qualcomm (QCOM) 0.1 $260k 1.5k 170.00
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $256k 3.6k 71.75
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $253k 2.6k 97.42
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $251k 5.3k 47.85
SYSCO Corporation (SYY) 0.1 $240k 3.1k 78.06
Select Sector Spdr Tr Communication (XLC) 0.1 $239k 2.6k 90.40
Abbvie (ABBV) 0.1 $231k 1.2k 197.41
Vanguard Index Fds Growth Etf (VUG) 0.0 $229k 596.00 383.63
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $228k 1.6k 139.59
Truist Financial Corp equities (TFC) 0.0 $228k 5.3k 42.77
American Electric Power Company (AEP) 0.0 $227k 2.2k 102.60
Assurant (AIZ) 0.0 $221k 1.1k 198.86
Lockheed Martin Corporation (LMT) 0.0 $219k 375.00 584.70
Altria (MO) 0.0 $217k 4.3k 51.05
Norfolk Southern (NSC) 0.0 $214k 862.00 248.52
Goldman Sachs (GS) 0.0 $213k 431.00 495.15
T. Rowe Price (TROW) 0.0 $213k 2.0k 108.93
DTE Energy Company (DTE) 0.0 $208k 1.6k 128.43
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $207k 3.9k 52.81
Bioatla (BCAB) 0.0 $115k 66k 1.76
eHealth (EHTH) 0.0 $41k 10k 4.08
Zedge CL B (ZDGE) 0.0 $37k 10k 3.70