SC&H Financial Advisors

SC&H Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for SC&H Financial Advisors

SC&H Financial Advisors holds 148 positions in its portfolio as reported in the December 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) 14.8 $71M 2.1M 34.59
American Centy Etf Tr Us Eqt Etf (AVUS) 12.4 $60M 617k 96.93
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 6.1 $30M 732k 40.49
Dimensional Etf Trust Us Equity Market (DFUS) 4.8 $23M 365k 63.75
American Centy Etf Tr Intl Eqt Etf (AVDE) 4.3 $21M 338k 61.37
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.3 $21M 710k 29.20
Dimensional Etf Trust Intl Core Equity (DFIC) 4.3 $21M 799k 25.84
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.5 $17M 285k 58.79
Vanguard Index Fds Large Cap Etf (VV) 2.5 $12M 45k 269.70
Dimensional Etf Trust Short Duration F (DFSD) 2.5 $12M 255k 46.88
Ishares Tr Core S&p500 Etf (IVV) 2.3 $11M 19k 588.67
Apple (AAPL) 2.1 $10M 40k 250.42
Dimensional Etf Trust Ultrashort Fixed (DUSB) 1.9 $9.2M 181k 50.59
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.9 $9.0M 355k 25.37
Dimensional Etf Trust Us Core Equity 1 (DCOR) 1.7 $8.4M 130k 64.16
Ishares Tr Core Msci Eafe (IEFA) 1.7 $8.3M 118k 70.28
Microsoft Corporation (MSFT) 1.5 $7.0M 17k 421.50
Dimensional Etf Trust World Ex Us Core (DFAX) 1.1 $5.3M 212k 24.86
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.0 $5.0M 52k 96.53
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.0 $4.6M 177k 26.19
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.9 $4.3M 77k 55.66
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $3.8M 6.5k 586.10
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.8 $3.8M 92k 41.27
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.7 $3.6M 56k 65.08
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $3.4M 12k 289.81
Ishares Tr Global Reit Etf (REET) 0.6 $3.1M 129k 23.97
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $2.9M 22k 128.62
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $2.8M 15k 195.83
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.6 $2.7M 88k 30.78
American Centy Etf Tr Avantis Core Fi (AVIG) 0.5 $2.6M 64k 40.57
Alphabet Cap Stk Cl A (GOOGL) 0.5 $2.6M 14k 189.30
Costco Wholesale Corporation (COST) 0.5 $2.4M 2.7k 916.25
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $2.4M 30k 80.27
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $2.0M 17k 117.48
Visa Com Cl A (V) 0.4 $2.0M 6.2k 316.05
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $1.9M 25k 77.27
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $1.7M 18k 96.90
JPMorgan Chase & Co. (JPM) 0.4 $1.7M 7.1k 239.72
Ishares Tr Rus 1000 Etf (IWB) 0.4 $1.7M 5.3k 322.14
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.7M 8.9k 190.43
American Centy Etf Tr Avantis All Eqt (AVGE) 0.3 $1.7M 23k 72.37
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.3 $1.6M 24k 66.77
Ishares Core Msci Emkt (IEMG) 0.3 $1.6M 30k 52.22
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $1.5M 7.8k 198.17
Mastercard Incorporated Cl A (MA) 0.3 $1.5M 2.8k 526.65
Dimensional Etf Trust Intl High Profit (DIHP) 0.3 $1.5M 59k 25.23
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $1.5M 9.2k 161.77
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.3 $1.4M 47k 30.03
Wisdomtree Tr Us Smallcap Divd (DES) 0.3 $1.4M 41k 34.35
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $1.3M 19k 70.00
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.3M 5.4k 240.28
Dimensional Etf Trust Global Real Est (DFGR) 0.3 $1.3M 50k 25.54
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.2M 2.6k 453.28
UnitedHealth (UNH) 0.2 $1.2M 2.3k 505.93
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $1.1M 17k 65.08
Meta Platforms Cl A (META) 0.2 $1.1M 1.9k 585.54
Procter & Gamble Company (PG) 0.2 $1.1M 6.5k 167.64
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.1M 4.8k 220.98
American Centy Etf Tr Real Estate Etf (AVRE) 0.2 $993k 24k 41.92
Home Depot (HD) 0.2 $990k 2.5k 389.03
Cincinnati Financial Corporation (CINF) 0.2 $948k 6.6k 143.70
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $937k 7.1k 132.10
Ishares Tr Msci Eafe Etf (EFA) 0.2 $937k 12k 75.61
Wal-Mart Stores (WMT) 0.2 $925k 10k 90.35
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.2 $923k 20k 46.14
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $906k 3.6k 253.78
Ishares Tr Core Msci Total (IXUS) 0.2 $875k 13k 66.14
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $867k 3.3k 264.13
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $858k 14k 62.31
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $857k 7.4k 115.21
Cintas Corporation (CTAS) 0.2 $834k 4.6k 182.71
Paychex (PAYX) 0.2 $828k 5.9k 140.21
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.2 $810k 20k 40.34
Amazon (AMZN) 0.2 $802k 3.7k 219.39
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $796k 14k 58.93
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $795k 4.2k 189.97
Broadcom (AVGO) 0.2 $759k 3.3k 231.84
Dimensional Etf Trust Us High Profitab (DUHP) 0.2 $735k 22k 33.79
Lowe's Companies (LOW) 0.1 $708k 2.9k 246.82
NVIDIA Corporation (NVDA) 0.1 $681k 5.1k 134.28
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $681k 1.00 680920.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $675k 1.3k 511.22
United Parcel Service CL B (UPS) 0.1 $665k 5.3k 126.11
Lam Research Corp Com New (LRCX) 0.1 $658k 9.1k 72.23
Mccormick & Co Com Non Vtg (MKC) 0.1 $616k 8.1k 76.24
Dimensional Etf Trust World Equity Etf (DFAW) 0.1 $596k 9.5k 62.46
Accenture Plc Ireland Shs Class A (ACN) 0.1 $574k 1.6k 351.79
McDonald's Corporation (MCD) 0.1 $563k 1.9k 289.94
Thermo Fisher Scientific (TMO) 0.1 $531k 1.0k 520.39
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $486k 2.6k 185.12
Vanguard Index Fds Value Etf (VTV) 0.1 $457k 2.7k 169.32
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $453k 3.9k 115.18
Blackstone Group Inc Com Cl A (BX) 0.1 $437k 2.5k 172.41
Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $435k 19k 23.27
T. Rowe Price (TROW) 0.1 $428k 3.8k 113.10
Adobe Systems Incorporated (ADBE) 0.1 $404k 908.00 444.68
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $401k 5.1k 78.01
Prologis (PLD) 0.1 $398k 3.8k 105.71
Atmos Energy Corporation (ATO) 0.1 $393k 2.8k 139.26
Mondelez Intl Cl A (MDLZ) 0.1 $391k 6.5k 59.73
Ishares Tr Rusel 2500 Etf (SMMD) 0.1 $380k 5.6k 68.00
Xcel Energy (XEL) 0.1 $378k 5.6k 67.52
Zoetis Cl A (ZTS) 0.1 $365k 2.2k 162.94
Amphenol Corp Cl A (APH) 0.1 $363k 5.2k 69.45
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $359k 14k 26.57
Bank of America Corporation (BAC) 0.1 $355k 8.1k 43.95
American Water Works (AWK) 0.1 $345k 2.8k 124.50
Vanguard World Energy Etf (VDE) 0.1 $345k 2.8k 121.29
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $332k 6.9k 47.77
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $322k 3.1k 103.30
National Retail Properties (NNN) 0.1 $319k 7.8k 40.85
Eversource Energy (ES) 0.1 $317k 5.5k 57.43
Dimensional Etf Trust Inflation Prote (DFIP) 0.1 $315k 7.8k 40.49
Constellation Energy (CEG) 0.1 $313k 1.4k 223.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $306k 567.00 539.26
PNC Financial Services (PNC) 0.1 $302k 1.6k 192.89
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $287k 3.1k 92.60
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $284k 12k 23.68
Johnson & Johnson (JNJ) 0.1 $283k 2.0k 144.63
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $270k 4.0k 67.03
Pulte (PHM) 0.1 $270k 2.5k 108.90
Starbucks Corporation (SBUX) 0.1 $265k 2.9k 91.25
Brookfield Infrast Partners Lp Int Unit (BIP) 0.1 $260k 8.2k 31.79
Ishares Tr U.s. Energy Etf (IYE) 0.1 $258k 5.7k 45.57
Edwards Lifesciences (EW) 0.1 $256k 3.5k 74.03
Danaher Corporation (DHR) 0.1 $256k 1.1k 229.47
Select Sector Spdr Tr Communication (XLC) 0.1 $256k 2.6k 96.81
Northrop Grumman Corporation (NOC) 0.1 $253k 539.00 469.02
Fidelity Covington Trust Enhanced Intl (FENI) 0.1 $251k 9.1k 27.53
Goldman Sachs (GS) 0.1 $247k 431.00 572.66
Mettler-Toledo International (MTD) 0.1 $246k 201.00 1223.68
Vanguard Index Fds Growth Etf (VUG) 0.1 $245k 596.00 410.29
Textron (TXT) 0.0 $238k 3.1k 76.49
Assurant (AIZ) 0.0 $237k 1.1k 213.22
SYSCO Corporation (SYY) 0.0 $236k 3.1k 76.46
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $235k 2.6k 89.07
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $234k 5.3k 44.04
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $234k 1.6k 143.09
Arthur J. Gallagher & Co. (AJG) 0.0 $234k 824.00 283.86
Truist Financial Corp equities (TFC) 0.0 $231k 5.3k 43.38
Hca Holdings (HCA) 0.0 $230k 766.00 300.11
Altria (MO) 0.0 $222k 4.3k 52.30
Abbvie (ABBV) 0.0 $213k 1.2k 177.64
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $208k 1.6k 128.80
American Electric Power Company (AEP) 0.0 $204k 2.2k 92.23
Norfolk Southern (NSC) 0.0 $202k 862.00 234.72
eHealth (EHTH) 0.0 $94k 10k 9.40
Zedge CL B (ZDGE) 0.0 $27k 10k 2.69