SC&H Financial Advisors

SC&H Financial Advisors as of Sept. 30, 2025

Portfolio Holdings for SC&H Financial Advisors

SC&H Financial Advisors holds 147 positions in its portfolio as reported in the September 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) 13.4 $82M 2.1M 38.57
American Centy Etf Tr Us Eqt Etf (AVUS) 11.3 $69M 638k 108.70
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 6.1 $37M 814k 45.76
Dimensional Etf Trust Us Equity Market (DFUS) 5.1 $31M 431k 72.44
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 5.1 $31M 853k 36.35
Dimensional Etf Trust Intl Core Equity (DFIC) 4.9 $30M 912k 32.79
Dimensional Etf Trust Ultrashort Fixed (DUSB) 4.4 $27M 534k 50.78
American Centy Etf Tr Intl Eqt Etf (AVDE) 4.4 $27M 342k 78.90
Dimensional Etf Trust Us Core Equity 1 (DCOR) 4.4 $27M 372k 71.94
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.9 $24M 314k 75.11
Dimensional Etf Trust Short Duration F (DFSD) 2.5 $15M 317k 48.19
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.0 $13M 398k 31.53
Ishares Tr Core S&p500 Etf (IVV) 1.9 $12M 17k 669.31
Vanguard Index Fds Large Cap Etf (VV) 1.8 $11M 35k 307.86
Ishares Tr Core Msci Eafe (IEFA) 1.7 $11M 120k 87.31
Apple (AAPL) 1.6 $9.5M 38k 254.63
Microsoft Corporation (MSFT) 1.4 $8.3M 16k 517.94
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.2 $7.2M 224k 32.07
Dimensional Etf Trust World Ex Us Core (DFAX) 1.0 $6.0M 190k 31.38
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.9 $5.4M 127k 42.76
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.7 $4.5M 77k 58.21
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.7 $4.2M 42k 99.53
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $3.9M 12k 328.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $3.8M 5.7k 666.19
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $3.8M 56k 68.46
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $3.3M 23k 145.65
Alphabet Cap Stk Cl A (GOOGL) 0.5 $3.2M 13k 243.11
Ishares Tr Global Reit Etf (REET) 0.5 $3.1M 122k 25.56
American Centy Etf Tr Avantis Core Fi (AVIG) 0.5 $2.9M 69k 42.08
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.5 $2.9M 91k 31.84
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $2.6M 26k 100.25
Dimensional Etf Trust World Equity Etf (DFAW) 0.4 $2.6M 36k 71.86
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $2.5M 30k 84.11
Costco Wholesale Corporation (COST) 0.4 $2.5M 2.7k 925.60
American Centy Etf Tr Avantis All Eqt (AVGE) 0.4 $2.3M 27k 83.41
Alphabet Cap Stk Cl C (GOOG) 0.4 $2.2M 9.2k 243.56
JPMorgan Chase & Co. (JPM) 0.4 $2.2M 6.9k 315.43
Visa Com Cl A (V) 0.3 $2.1M 6.2k 341.40
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $2.0M 9.5k 215.79
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $2.0M 15k 137.80
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $2.0M 25k 78.91
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.9M 5.3k 365.49
Ishares Core Msci Emkt (IEMG) 0.3 $1.9M 28k 65.92
Dimensional Etf Trust Intl High Profit (DIHP) 0.3 $1.8M 59k 30.39
Dimensional Etf Trust Global Real Est (DFGR) 0.3 $1.7M 64k 27.31
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.3 $1.7M 24k 72.26
Mastercard Incorporated Cl A (MA) 0.3 $1.6M 2.9k 568.90
Wisdomtree Tr Us Smallcap Divd (DES) 0.3 $1.6M 46k 33.68
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.3 $1.6M 48k 32.90
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $1.6M 17k 89.03
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $1.5M 7.3k 208.72
NVIDIA Corporation (NVDA) 0.2 $1.5M 7.9k 186.58
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.5M 8.3k 174.59
Meta Platforms Cl A (META) 0.2 $1.4M 1.8k 734.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.3M 2.6k 502.76
American Centy Etf Tr Real Estate Etf (AVRE) 0.2 $1.3M 29k 44.48
Lam Research Corp Com New (LRCX) 0.2 $1.3M 9.4k 133.90
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.2M 4.8k 254.27
Amazon (AMZN) 0.2 $1.1M 5.2k 219.57
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $1.1M 16k 73.48
Broadcom (AVGO) 0.2 $1.1M 3.4k 329.89
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $1.1M 15k 73.46
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $1.1M 3.6k 293.82
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.0M 11k 93.37
Cincinnati Financial Corporation (CINF) 0.2 $1.0M 6.6k 158.10
Home Depot (HD) 0.2 $1.0M 2.6k 405.21
Blackrock Etf Trust Ishares Intl Eq 0.2 $1.0M 13k 82.58
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $954k 3.2k 293.74
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.2 $946k 20k 47.21
Cintas Corporation (CTAS) 0.2 $930k 4.5k 205.27
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $905k 14k 65.26
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $899k 1.5k 600.41
Ishares Tr Russell 2000 Etf (IWM) 0.1 $850k 3.5k 241.98
Spdr Series Trust S&p Divid Etf (SDY) 0.1 $835k 6.0k 140.04
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $833k 7.0k 118.83
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $828k 4.0k 209.36
UnitedHealth (UNH) 0.1 $777k 2.3k 345.35
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $754k 1.00 754200.00
Paychex (PAYX) 0.1 $735k 5.8k 126.75
Procter & Gamble Company (PG) 0.1 $728k 4.7k 153.66
Dimensional Etf Trust Us High Profitab (DUHP) 0.1 $656k 17k 37.77
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $651k 14k 45.21
Amphenol Corp Cl A (APH) 0.1 $646k 5.2k 123.75
Lowe's Companies (LOW) 0.1 $633k 2.5k 251.35
Wal-Mart Stores (WMT) 0.1 $598k 5.8k 103.06
McDonald's Corporation (MCD) 0.1 $575k 1.9k 303.96
Mccormick & Co Com Non Vtg (MKC) 0.1 $561k 8.4k 66.91
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $538k 2.6k 203.56
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $513k 3.9k 130.28
Thermo Fisher Scientific (TMO) 0.1 $495k 1.0k 485.17
Prologis (PLD) 0.1 $482k 4.2k 114.53
Atmos Energy Corporation (ATO) 0.1 $482k 2.8k 170.74
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $482k 14k 35.69
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $456k 745.00 612.67
Xcel Energy (XEL) 0.1 $451k 5.6k 80.65
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $411k 5.1k 79.93
American Electric Power Company (AEP) 0.1 $383k 3.4k 112.50
Blackstone Group Inc Com Cl A (BX) 0.1 $378k 2.2k 170.87
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $377k 3.1k 120.50
American Water Works (AWK) 0.1 $372k 2.7k 139.20
Goldman Sachs (GS) 0.1 $369k 463.00 796.68
Bank of America Corporation (BAC) 0.1 $368k 7.1k 51.59
Ishares Tr Core Total Usd (IUSB) 0.1 $360k 7.7k 46.71
Vanguard World Energy Etf (VDE) 0.1 $359k 2.9k 125.88
Mccormick & Co Com Vtg (MKC.V) 0.1 $359k 5.4k 66.72
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $358k 7.3k 48.84
National Retail Properties (NNN) 0.1 $333k 7.8k 42.57
Dimensional Etf Trust Inflation Prote (DFIP) 0.1 $331k 7.8k 42.23
Northrop Grumman Corporation (NOC) 0.1 $329k 541.00 608.89
Pulte (PHM) 0.1 $328k 2.5k 132.13
Zoetis Cl A (ZTS) 0.1 $328k 2.2k 146.33
Fidelity Covington Trust Enhanced Intl (FENI) 0.1 $325k 9.2k 35.28
Eversource Energy (ES) 0.1 $321k 4.5k 71.15
Vanguard Index Fds Growth Etf (VUG) 0.1 $315k 657.00 479.86
Select Sector Spdr Tr Communication (XLC) 0.1 $313k 2.6k 118.37
Textron (TXT) 0.1 $312k 3.7k 84.50
Corning Incorporated (GLW) 0.1 $311k 3.8k 82.04
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $309k 12k 26.30
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $308k 3.1k 99.96
Mondelez Intl Cl A (MDLZ) 0.0 $304k 4.9k 62.48
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $295k 4.9k 59.92
Constellation Energy (CEG) 0.0 $292k 886.00 329.13
Hca Holdings (HCA) 0.0 $288k 676.00 426.00
Altria (MO) 0.0 $281k 4.3k 66.07
Abbvie (ABBV) 0.0 $272k 1.2k 231.56
Johnson & Johnson (JNJ) 0.0 $272k 1.5k 185.39
Edwards Lifesciences (EW) 0.0 $269k 3.5k 77.77
Brookfield Infrast Partners Lp Int Unit (BIP) 0.0 $269k 8.2k 32.89
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $266k 1.6k 162.48
American Centy Etf Tr Avantis Us Small (AVSC) 0.0 $257k 4.5k 57.24
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $256k 2.8k 91.41
SYSCO Corporation (SYY) 0.0 $254k 3.1k 82.34
Adobe Systems Incorporated (ADBE) 0.0 $253k 718.00 352.75
Arthur J. Gallagher & Co. (AJG) 0.0 $252k 815.00 309.74
Coca-Cola Company (KO) 0.0 $247k 3.7k 66.32
Mettler-Toledo International (MTD) 0.0 $247k 201.00 1227.61
Accenture Plc Ireland Shs Class A (ACN) 0.0 $240k 975.00 246.60
Assurant (AIZ) 0.0 $240k 1.1k 216.60
PNC Financial Services (PNC) 0.0 $236k 1.2k 200.88
Dimensional Etf Trust Us Real Estate E (DFAR) 0.0 $232k 9.7k 23.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $232k 4.3k 54.18
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $230k 1.6k 145.59
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $216k 1.6k 138.27
T. Rowe Price (TROW) 0.0 $216k 2.1k 102.63
Danaher Corporation (DHR) 0.0 $215k 1.1k 198.26
Starbucks Corporation (SBUX) 0.0 $202k 2.4k 84.60
Eli Lilly & Co. (LLY) 0.0 $201k 263.00 762.48