SC&H Financial Advisors

SC&H Financial Advisors as of June 30, 2025

Portfolio Holdings for SC&H Financial Advisors

SC&H Financial Advisors holds 156 positions in its portfolio as reported in the June 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) 13.0 $76M 2.1M 35.84
American Centy Etf Tr Us Eqt Etf (AVUS) 11.6 $68M 676k 100.82
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 5.9 $34M 813k 42.36
Dimensional Etf Trust Ultrashort Fixed (DUSB) 4.9 $29M 563k 50.75
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.8 $28M 818k 34.57
Dimensional Etf Trust Us Equity Market (DFUS) 4.7 $28M 412k 67.02
Dimensional Etf Trust Intl Core Equity (DFIC) 4.7 $28M 883k 31.09
American Centy Etf Tr Intl Eqt Etf (AVDE) 4.5 $27M 358k 74.01
Dimensional Etf Trust Us Core Equity 1 (DCOR) 3.7 $22M 327k 66.85
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.7 $22M 313k 68.54
Dimensional Etf Trust Short Duration F (DFSD) 2.3 $14M 281k 48.01
Vanguard Index Fds Large Cap Etf (VV) 2.2 $13M 45k 285.30
Ishares Tr Core S&p500 Etf (IVV) 2.0 $12M 19k 620.92
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.9 $11M 378k 28.95
Ishares Tr Core Msci Eafe (IEFA) 1.7 $10M 120k 83.48
Microsoft Corporation (MSFT) 1.4 $8.4M 17k 497.41
Apple (AAPL) 1.4 $8.3M 40k 205.17
Dimensional Etf Trust World Ex Us Core (DFAX) 1.3 $7.7M 261k 29.37
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.1 $6.4M 217k 29.68
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.8 $4.7M 52k 91.10
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.8 $4.6M 109k 42.26
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.7 $4.2M 77k 53.96
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $3.8M 12k 303.94
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $3.6M 57k 63.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $3.6M 5.8k 617.82
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.5 $3.1M 106k 29.43
Ishares Tr Global Reit Etf (REET) 0.5 $3.1M 127k 24.70
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $3.1M 23k 135.04
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $3.0M 15k 204.67
American Centy Etf Tr Avantis Core Fi (AVIG) 0.5 $2.7M 66k 41.62
Costco Wholesale Corporation (COST) 0.5 $2.7M 2.7k 989.91
Dimensional Etf Trust World Equity Etf (DFAW) 0.4 $2.5M 37k 67.08
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $2.5M 30k 82.92
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.3M 13k 176.23
Visa Com Cl A (V) 0.4 $2.2M 6.3k 355.07
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $2.2M 22k 99.20
American Centy Etf Tr Avantis All Eqt (AVGE) 0.4 $2.2M 28k 77.48
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $2.1M 16k 128.52
JPMorgan Chase & Co. (JPM) 0.3 $2.0M 7.0k 289.90
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $2.0M 25k 78.70
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.3 $1.9M 62k 31.02
Ishares Core Msci Emkt (IEMG) 0.3 $1.8M 30k 60.03
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.8M 5.3k 339.55
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.8M 10k 177.39
Dimensional Etf Trust Intl High Profit (DIHP) 0.3 $1.7M 59k 29.49
Dimensional Etf Trust Global Real Est (DFGR) 0.3 $1.7M 64k 26.83
Mastercard Incorporated Cl A (MA) 0.3 $1.6M 2.8k 562.03
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.3 $1.6M 24k 68.21
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $1.5M 7.8k 195.00
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $1.5M 9.2k 164.46
Wisdomtree Tr Us Smallcap Divd (DES) 0.3 $1.5M 46k 31.76
NVIDIA Corporation (NVDA) 0.2 $1.5M 9.2k 157.99
Meta Platforms Cl A (META) 0.2 $1.4M 2.0k 738.17
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $1.4M 17k 79.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.3M 2.7k 485.79
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.3M 5.4k 236.98
Amazon (AMZN) 0.2 $1.2M 5.5k 219.39
American Centy Etf Tr Real Estate Etf (AVRE) 0.2 $1.2M 27k 44.16
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $1.1M 16k 72.82
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $1.1M 16k 69.09
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.0M 12k 89.39
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.0M 4.8k 215.79
Cintas Corporation (CTAS) 0.2 $1.0M 4.6k 222.88
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $1.0M 3.6k 284.42
Ishares Tr Core Msci Total (IXUS) 0.2 $1.0M 13k 77.31
Cincinnati Financial Corporation (CINF) 0.2 $983k 6.6k 148.92
Wal-Mart Stores (WMT) 0.2 $978k 10k 97.78
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.2 $953k 20k 47.03
Home Depot (HD) 0.2 $938k 2.6k 366.62
Procter & Gamble Company (PG) 0.2 $936k 5.9k 159.32
Broadcom (AVGO) 0.2 $923k 3.3k 275.65
Lam Research Corp Com New (LRCX) 0.2 $915k 9.4k 97.34
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $911k 3.3k 279.83
Spdr Series Trust S&p Divid Etf (SDY) 0.1 $868k 6.4k 135.73
Dimensional Etf Trust Us High Profitab (DUHP) 0.1 $861k 24k 35.56
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $856k 14k 62.02
Paychex (PAYX) 0.1 $844k 5.8k 145.45
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $810k 4.2k 192.72
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $796k 7.3k 109.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $745k 1.4k 551.66
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $729k 1.00 728800.00
UnitedHealth (UNH) 0.1 $707k 2.3k 312.01
Mccormick & Co Com Non Vtg (MKC) 0.1 $650k 8.6k 75.82
Lowe's Companies (LOW) 0.1 $636k 2.9k 221.89
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $608k 14k 42.27
McDonald's Corporation (MCD) 0.1 $553k 1.9k 292.24
Amphenol Corp Cl A (APH) 0.1 $516k 5.2k 98.75
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $512k 2.6k 194.24
Vanguard Index Fds Value Etf (VTV) 0.1 $479k 2.7k 176.72
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $478k 3.9k 121.38
Constellation Energy (CEG) 0.1 $445k 1.4k 322.79
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $444k 14k 32.91
Prologis (PLD) 0.1 $443k 4.2k 105.13
Mondelez Intl Cl A (MDLZ) 0.1 $441k 6.5k 67.44
Atmos Energy Corporation (ATO) 0.1 $435k 2.8k 154.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $433k 763.00 567.96
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $419k 5.3k 79.50
Thermo Fisher Scientific (TMO) 0.1 $414k 1.0k 405.58
American Electric Power Company (AEP) 0.1 $394k 3.8k 103.77
Bank of America Corporation (BAC) 0.1 $382k 8.1k 47.32
Xcel Energy (XEL) 0.1 $381k 5.6k 68.10
American Water Works (AWK) 0.1 $372k 2.7k 139.12
T. Rowe Price (TROW) 0.1 $366k 3.8k 96.49
Adobe Systems Incorporated (ADBE) 0.1 $364k 940.00 386.88
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $359k 7.4k 48.65
Zoetis Cl A (ZTS) 0.1 $349k 2.2k 155.96
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $341k 3.1k 109.21
Vanguard World Energy Etf (VDE) 0.1 $339k 2.8k 119.11
National Retail Properties (NNN) 0.1 $337k 7.8k 43.18
Dimensional Etf Trust Us Large Cap Vec (DFVX) 0.1 $330k 4.8k 68.92
Goldman Sachs (GS) 0.1 $328k 463.00 707.80
Dimensional Etf Trust Inflation Prote (DFIP) 0.1 $325k 7.8k 41.81
Blackstone Group Inc Com Cl A (BX) 0.1 $325k 2.2k 149.60
Fidelity Covington Trust Enhanced Intl (FENI) 0.1 $306k 9.2k 33.26
Textron (TXT) 0.1 $296k 3.7k 80.28
Accenture Plc Ireland Shs Class A (ACN) 0.0 $291k 975.00 298.89
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $291k 3.1k 94.63
Vanguard Index Fds Growth Etf (VUG) 0.0 $288k 657.00 438.43
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $287k 12k 24.54
Eversource Energy (ES) 0.0 $287k 4.5k 63.62
Select Sector Spdr Tr Communication (XLC) 0.0 $287k 2.6k 108.53
Dimensional Etf Trust Us Real Estate E (DFAR) 0.0 $281k 12k 23.46
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $281k 4.9k 57.01
Coca-Cola Company (KO) 0.0 $276k 3.9k 70.74
Brookfield Infrast Partners Lp Int Unit (BIP) 0.0 $274k 8.2k 33.50
Edwards Lifesciences (EW) 0.0 $271k 3.5k 78.21
Northrop Grumman Corporation (NOC) 0.0 $270k 540.00 500.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $264k 5.3k 49.46
Pulte (PHM) 0.0 $262k 2.5k 105.46
Arthur J. Gallagher & Co. (AJG) 0.0 $261k 815.00 320.12
Hca Holdings (HCA) 0.0 $259k 676.00 382.92
Altria (MO) 0.0 $249k 4.3k 58.64
Starbucks Corporation (SBUX) 0.0 $249k 2.7k 91.62
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $248k 2.8k 89.06
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $247k 1.6k 150.87
Johnson & Johnson (JNJ) 0.0 $246k 1.6k 152.74
Ishares Tr U.s. Energy Etf (IYE) 0.0 $241k 5.3k 45.22
United Parcel Service CL B (UPS) 0.0 $240k 2.4k 100.96
Mettler-Toledo International (MTD) 0.0 $236k 201.00 1174.72
SYSCO Corporation (SYY) 0.0 $233k 3.1k 75.74
American Centy Etf Tr Avantis Us Small (AVSC) 0.0 $231k 4.5k 51.57
Truist Financial Corp equities (TFC) 0.0 $223k 5.2k 42.99
Norfolk Southern (NSC) 0.0 $221k 862.00 255.99
Assurant (AIZ) 0.0 $219k 1.1k 197.49
PNC Financial Services (PNC) 0.0 $219k 1.2k 186.37
Abbvie (ABBV) 0.0 $217k 1.2k 185.55
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $216k 779.00 276.80
Danaher Corporation (DHR) 0.0 $214k 1.1k 197.51
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $213k 1.6k 135.29
Caterpillar (CAT) 0.0 $208k 536.00 387.97
Linde SHS (LIN) 0.0 $207k 442.00 469.09
Honeywell International (HON) 0.0 $206k 885.00 232.93
Eli Lilly & Co. (LLY) 0.0 $204k 261.00 780.77
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $201k 1.6k 128.63
eHealth (EHTH) 0.0 $44k 10k 4.35
Zedge CL B (ZDGE) 0.0 $40k 10k 4.01