SC&H Financial Advisors

SC&H Financial Advisors as of March 31, 2025

Portfolio Holdings for SC&H Financial Advisors

SC&H Financial Advisors holds 151 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 14.1 $72M 2.2M 32.99
American Centy Etf Tr Us Eqt Etf (AVUS) 11.6 $59M 638k 92.38
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 5.9 $30M 778k 38.44
Dimensional Etf Trust Intl Core Equity (DFIC) 4.7 $24M 857k 27.77
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.7 $24M 760k 31.23
Dimensional Etf Trust Us Equity Market (DFUS) 4.6 $23M 387k 60.48
American Centy Etf Tr Intl Eqt Etf (AVDE) 4.4 $22M 336k 66.27
Dimensional Etf Trust Ultrashort Fixed (DUSB) 4.4 $22M 438k 50.73
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.5 $18M 292k 60.17
Dimensional Etf Trust Short Duration F (DFSD) 2.5 $13M 268k 47.52
Vanguard Index Fds Large Cap Etf (VV) 2.3 $12M 45k 257.03
Dimensional Etf Trust Us Core Equity 1 (DCOR) 2.1 $11M 173k 61.33
Ishares Tr Core S&p500 Etf (IVV) 2.1 $10M 19k 561.91
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.9 $9.8M 380k 25.89
Apple (AAPL) 1.8 $9.0M 41k 222.13
Ishares Tr Core Msci Eafe (IEFA) 1.8 $9.0M 118k 75.65
Microsoft Corporation (MSFT) 1.2 $6.3M 17k 375.39
Dimensional Etf Trust World Ex Us Core (DFAX) 1.2 $6.0M 230k 26.20
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.0 $5.0M 188k 26.46
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.9 $4.5M 51k 87.17
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.9 $4.3M 103k 42.06
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.8 $4.0M 78k 51.49
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $3.6M 6.5k 559.41
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.7 $3.4M 57k 59.75
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $3.2M 12k 274.83
Ishares Tr Global Reit Etf (REET) 0.6 $3.1M 127k 24.26
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $2.8M 15k 193.99
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.5 $2.7M 94k 28.15
American Centy Etf Tr Avantis Core Fi (AVIG) 0.5 $2.6M 63k 41.39
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $2.6M 21k 122.01
Costco Wholesale Corporation (COST) 0.5 $2.5M 2.7k 945.75
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $2.4M 30k 81.76
Visa Com Cl A (V) 0.4 $2.2M 6.2k 350.47
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $2.1M 21k 98.92
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.0M 13k 154.64
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $2.0M 26k 78.28
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $1.9M 16k 115.95
JPMorgan Chase & Co. (JPM) 0.3 $1.8M 7.1k 245.31
American Centy Etf Tr Avantis All Eqt (AVGE) 0.3 $1.7M 24k 71.19
Ishares Core Msci Emkt (IEMG) 0.3 $1.6M 30k 53.97
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.6M 5.3k 306.75
Dimensional Etf Trust Intl High Profit (DIHP) 0.3 $1.6M 59k 26.94
Mastercard Incorporated Cl A (MA) 0.3 $1.6M 2.8k 548.21
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.3 $1.6M 51k 30.57
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.3 $1.6M 24k 65.21
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $1.5M 8.1k 186.29
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.5M 9.7k 156.23
Dimensional Etf Trust World Equity Etf (DFAW) 0.3 $1.5M 24k 61.28
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $1.5M 9.2k 160.54
Dimensional Etf Trust Global Real Est (DFGR) 0.3 $1.4M 54k 26.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.4M 2.6k 532.60
Wisdomtree Tr Us Smallcap Divd (DES) 0.3 $1.3M 41k 31.96
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $1.2M 17k 69.74
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.2M 5.4k 221.75
UnitedHealth (UNH) 0.2 $1.2M 2.2k 523.82
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $1.2M 16k 74.72
American Centy Etf Tr Real Estate Etf (AVRE) 0.2 $1.1M 26k 43.01
Meta Platforms Cl A (META) 0.2 $1.1M 1.9k 576.41
Procter & Gamble Company (PG) 0.2 $1.0M 5.9k 170.43
Ishares Tr Msci Eafe Etf (EFA) 0.2 $979k 12k 81.73
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $976k 16k 62.10
Cincinnati Financial Corporation (CINF) 0.2 $975k 6.6k 147.72
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $962k 7.1k 135.67
Ishares Tr Russell 2000 Etf (IWM) 0.2 $952k 4.8k 199.47
Cintas Corporation (CTAS) 0.2 $938k 4.6k 205.54
Home Depot (HD) 0.2 $933k 2.5k 366.53
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.2 $927k 20k 46.74
Paychex (PAYX) 0.2 $911k 5.9k 154.27
Wal-Mart Stores (WMT) 0.2 $898k 10k 87.79
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $874k 3.6k 244.67
Ishares Tr Core Msci Total (IXUS) 0.2 $853k 12k 69.81
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $849k 3.3k 258.62
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $805k 14k 58.35
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $798k 1.00 798442.00
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $779k 7.4k 104.57
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $723k 4.2k 172.27
Dimensional Etf Trust Us High Profitab (DUHP) 0.1 $722k 22k 33.14
Amazon (AMZN) 0.1 $712k 3.7k 190.26
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $709k 18k 40.41
Mccormick & Co Com Non Vtg (MKC) 0.1 $706k 8.6k 82.31
Lowe's Companies (LOW) 0.1 $669k 2.9k 233.25
NVIDIA Corporation (NVDA) 0.1 $660k 6.1k 108.37
Lam Research Corp Com New (LRCX) 0.1 $655k 9.0k 72.70
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $619k 1.3k 468.92
McDonald's Corporation (MCD) 0.1 $607k 1.9k 312.42
Broadcom (AVGO) 0.1 $532k 3.2k 167.43
Thermo Fisher Scientific (TMO) 0.1 $508k 1.0k 497.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $499k 970.00 514.03
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $495k 2.6k 188.15
Ishares Tr Rusel 2500 Etf (SMMD) 0.1 $493k 7.9k 62.54
United Parcel Service CL B (UPS) 0.1 $470k 4.3k 110.00
Vanguard Index Fds Value Etf (VTV) 0.1 $468k 2.7k 172.72
Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $445k 19k 23.77
Mondelez Intl Cl A (MDLZ) 0.1 $444k 6.5k 67.85
Atmos Energy Corporation (ATO) 0.1 $437k 2.8k 154.57
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $433k 3.9k 110.08
Prologis (PLD) 0.1 $421k 3.8k 111.80
American Electric Power Company (AEP) 0.1 $413k 3.8k 109.27
American Water Works (AWK) 0.1 $409k 2.8k 147.53
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $406k 5.1k 78.94
Xcel Energy (XEL) 0.1 $396k 5.6k 70.79
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $393k 14k 29.12
Vanguard World Energy Etf (VDE) 0.1 $369k 2.8k 129.71
Zoetis Cl A (ZTS) 0.1 $369k 2.2k 164.66
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $354k 7.3k 48.35
Blackstone Group Inc Com Cl A (BX) 0.1 $354k 2.5k 139.77
Adobe Systems Incorporated (ADBE) 0.1 $348k 908.00 383.53
T. Rowe Price (TROW) 0.1 $348k 3.8k 91.87
Amphenol Corp Cl A (APH) 0.1 $342k 5.2k 65.59
Bank of America Corporation (BAC) 0.1 $337k 8.1k 41.73
National Retail Properties (NNN) 0.1 $333k 7.8k 42.65
Dimensional Etf Trust Inflation Prote (DFIP) 0.1 $324k 7.7k 42.11
Johnson & Johnson (JNJ) 0.1 $323k 1.9k 165.86
Accenture Plc Ireland Shs Class A (ACN) 0.1 $304k 975.00 312.04
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $290k 3.1k 92.79
Coca-Cola Company (KO) 0.1 $289k 4.0k 71.61
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $287k 3.1k 92.29
Arthur J. Gallagher & Co. (AJG) 0.1 $285k 824.00 345.26
Starbucks Corporation (SBUX) 0.1 $284k 2.9k 98.10
Constellation Energy (CEG) 0.1 $282k 1.4k 201.64
Eversource Energy (ES) 0.1 $280k 4.5k 62.10
Ishares Tr U.s. Energy Etf (IYE) 0.1 $279k 5.7k 49.30
Northrop Grumman Corporation (NOC) 0.1 $276k 539.00 512.32
Fidelity Covington Trust Enhanced Intl (FENI) 0.1 $272k 9.1k 29.76
Hca Holdings (HCA) 0.1 $265k 766.00 345.51
Altria (MO) 0.1 $255k 4.3k 60.03
Pulte (PHM) 0.1 $255k 2.5k 102.80
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $255k 11k 23.61
Select Sector Spdr Tr Communication (XLC) 0.1 $255k 2.6k 96.45
Edwards Lifesciences (EW) 0.0 $251k 3.5k 72.48
Dimensional Etf Trust Us Large Cap Vec (DFVX) 0.0 $250k 3.9k 64.13
Abbvie (ABBV) 0.0 $245k 1.2k 209.44
Brookfield Infrast Partners Lp Int Unit (BIP) 0.0 $244k 8.2k 29.79
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $241k 5.3k 45.26
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $238k 2.6k 90.55
Mettler-Toledo International (MTD) 0.0 $237k 201.00 1180.91
Goldman Sachs (GS) 0.0 $236k 431.00 546.33
Assurant (AIZ) 0.0 $233k 1.1k 209.75
SYSCO Corporation (SYY) 0.0 $231k 3.1k 75.04
Danaher Corporation (DHR) 0.0 $229k 1.1k 204.95
Textron (TXT) 0.0 $225k 3.1k 72.24
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $223k 1.6k 136.10
Vanguard Index Fds Growth Etf (VUG) 0.0 $221k 596.00 370.85
Truist Financial Corp equities (TFC) 0.0 $219k 5.3k 41.15
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $206k 4.1k 50.83
PNC Financial Services (PNC) 0.0 $206k 1.2k 175.84
Norfolk Southern (NSC) 0.0 $204k 862.00 236.87
Duke Energy Corp Com New (DUK) 0.0 $201k 1.7k 121.95
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $200k 3.0k 66.34
eHealth (EHTH) 0.0 $67k 10k 6.68
Zedge CL B (ZDGE) 0.0 $23k 10k 2.33