SC&H Financial Advisors

SC&H Financial Advisors as of Dec. 31, 2025

Portfolio Holdings for SC&H Financial Advisors

SC&H Financial Advisors holds 159 positions in its portfolio as reported in the December 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) 13.3 $86M 2.2M 39.59
American Centy Etf Tr Us Eqt Etf (AVUS) 10.9 $70M 628k 111.78
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 6.1 $39M 843k 46.80
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 5.3 $34M 900k 38.11
Dimensional Etf Trust Us Equity Market (DFUS) 5.0 $33M 438k 74.17
Dimensional Etf Trust Intl Core Equity (DFIC) 5.0 $32M 941k 34.46
Dimensional Etf Trust Us Core Equity 1 (DCOR) 4.6 $30M 404k 73.63
American Centy Etf Tr Intl Eqt Etf (AVDE) 4.2 $27M 332k 82.32
Dimensional Etf Trust Ultrashort Fixed (DUSB) 4.2 $27M 539k 50.65
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.8 $25M 318k 77.02
Dimensional Etf Trust Short Duration F (DFSD) 3.2 $20M 426k 47.95
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.0 $13M 407k 32.57
Ishares Tr Core S&p500 Etf (IVV) 1.7 $11M 16k 684.92
Apple (AAPL) 1.7 $11M 41k 271.86
Ishares Tr Core Msci Eafe (IEFA) 1.6 $11M 119k 89.46
Vanguard Index Fds Large Cap Etf (VV) 1.3 $8.5M 27k 314.80
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.3 $8.4M 198k 42.56
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.2 $8.0M 241k 33.08
Microsoft Corporation (MSFT) 1.2 $7.7M 16k 483.62
Dimensional Etf Trust World Ex Us Core (DFAX) 1.0 $6.2M 188k 32.73
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.7 $4.5M 76k 59.54
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $4.4M 13k 335.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $4.2M 6.2k 681.95
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.6 $4.2M 41k 101.98
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $4.0M 57k 69.67
Alphabet Cap Stk Cl A (GOOGL) 0.6 $3.7M 12k 312.99
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $3.3M 22k 148.69
Dimensional Etf Trust World Equity Etf (DFAW) 0.5 $3.2M 43k 73.98
American Centy Etf Tr Avantis Core Fi (AVIG) 0.5 $3.1M 74k 41.92
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $2.9M 29k 99.88
Ishares Tr Global Reit Etf (REET) 0.4 $2.9M 115k 24.95
Alphabet Cap Stk Cl C (GOOG) 0.4 $2.5M 8.1k 313.81
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $2.4M 29k 83.75
American Centy Etf Tr Avantis All Eqt (AVGE) 0.4 $2.4M 28k 85.91
Costco Wholesale Corporation (COST) 0.4 $2.3M 2.7k 862.33
JPMorgan Chase & Co. (JPM) 0.3 $2.3M 7.0k 322.20
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $2.2M 16k 141.06
Visa Com Cl A (V) 0.3 $2.2M 6.2k 350.73
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $2.1M 9.5k 219.78
Ishares Tr Rus 1000 Etf (IWB) 0.3 $2.0M 5.3k 373.43
Ishares Core Msci Emkt (IEMG) 0.3 $1.9M 29k 67.22
Dimensional Etf Trust Intl High Profit (DIHP) 0.3 $1.9M 61k 31.67
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $1.9M 24k 78.81
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.3 $1.8M 55k 32.89
Dimensional Etf Trust Global Real Est (DFGR) 0.3 $1.7M 65k 26.42
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $1.7M 7.9k 211.79
NVIDIA Corporation (NVDA) 0.3 $1.6M 8.8k 186.51
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $1.6M 17k 93.97
Lam Research Corp Com New (LRCX) 0.2 $1.6M 9.4k 171.18
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.6M 8.9k 177.38
Mastercard Incorporated Cl A (MA) 0.2 $1.5M 2.7k 570.80
Amazon (AMZN) 0.2 $1.5M 6.6k 230.82
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.2 $1.5M 44k 34.21
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.2 $1.4M 19k 75.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.3M 2.6k 502.67
Meta Platforms Cl A (META) 0.2 $1.3M 2.0k 660.25
American Centy Etf Tr Real Estate Etf (AVRE) 0.2 $1.3M 29k 43.53
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.3M 4.9k 257.93
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $1.2M 16k 75.44
Wisdomtree Tr Us Smallcap Divd (DES) 0.2 $1.2M 35k 33.45
Cincinnati Financial Corporation (CINF) 0.2 $1.1M 6.6k 163.32
Ishares Tr Core Msci Total (IXUS) 0.2 $1.0M 12k 84.64
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $1.0M 3.8k 279.12
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.0M 1.7k 614.27
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.0M 11k 96.03
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $983k 3.4k 290.23
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $982k 14k 71.42
Broadcom (AVGO) 0.2 $970k 2.8k 346.04
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.1 $919k 20k 47.08
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $906k 14k 66.00
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $886k 4.2k 209.11
Cintas Corporation (CTAS) 0.1 $868k 4.6k 188.09
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $845k 7.0k 120.19
Ishares Tr Russell 2000 Etf (IWM) 0.1 $842k 3.4k 246.17
Spdr Series Trust State Street Spd (SDY) 0.1 $821k 5.9k 139.16
UnitedHealth (UNH) 0.1 $797k 2.4k 330.07
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $778k 1.2k 627.23
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $755k 1.00 754800.00
Dimensional Etf Trust Us High Profitab (DUHP) 0.1 $736k 19k 38.03
McDonald's Corporation (MCD) 0.1 $707k 2.3k 305.68
Amphenol Corp Cl A (APH) 0.1 $705k 5.2k 135.14
Wal-Mart Stores (WMT) 0.1 $697k 6.3k 111.41
Procter & Gamble Company (PG) 0.1 $679k 4.7k 143.30
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $676k 14k 46.92
Home Depot (HD) 0.1 $656k 1.9k 344.10
Paychex (PAYX) 0.1 $651k 5.8k 112.17
Lowe's Companies (LOW) 0.1 $608k 2.5k 241.17
Thermo Fisher Scientific (TMO) 0.1 $592k 1.0k 579.62
Prologis (PLD) 0.1 $538k 4.2k 127.67
Mccormick & Co Com Non Vtg (MKC) 0.1 $527k 7.7k 68.11
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $521k 3.9k 132.37
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $513k 14k 38.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $476k 7.6k 62.47
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $452k 2.1k 210.38
M&T Bank Corporation (MTB) 0.1 $452k 2.2k 201.45
Vanguard World Inf Tech Etf (VGT) 0.1 $428k 568.00 753.93
Xcel Energy (XEL) 0.1 $413k 5.6k 73.86
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $410k 5.1k 79.73
Goldman Sachs (GS) 0.1 $407k 463.00 879.63
Bank of America Corporation (BAC) 0.1 $404k 7.3k 55.00
American Electric Power Company (AEP) 0.1 $394k 3.4k 115.31
Vanguard Index Fds Growth Etf (VUG) 0.1 $391k 802.00 487.79
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $381k 3.1k 121.74
Johnson Ctls Intl SHS (JCI) 0.1 $376k 3.1k 119.75
Dimensional Etf Trust Inflation Prote (DFIP) 0.1 $371k 8.9k 41.55
Mccormick & Co Com Vtg (MKC.V) 0.1 $366k 5.4k 68.01
Vanguard World Energy Etf (VDE) 0.1 $360k 2.9k 125.91
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $360k 7.4k 48.75
Ishares Tr Core Univrsl Usd (IUSB) 0.1 $360k 7.7k 46.54
Fidelity Covington Trust Enhanced Intl (FENI) 0.1 $339k 9.3k 36.58
American Water Works (AWK) 0.1 $338k 2.6k 130.51
Vanguard World Mega Grwth Ind (MGK) 0.1 $336k 815.00 412.77
Select Sector Spdr Tr State Street Com (XLC) 0.1 $336k 2.9k 117.71
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $335k 1.7k 191.56
Corning Incorporated (GLW) 0.1 $332k 3.8k 87.57
Johnson & Johnson (JNJ) 0.1 $327k 1.6k 206.92
International Business Machines (IBM) 0.0 $322k 1.1k 296.13
Textron (TXT) 0.0 $322k 3.7k 87.18
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $321k 12k 27.21
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $317k 3.1k 102.54
Hca Holdings (HCA) 0.0 $315k 676.00 466.64
Blackstone Group Inc Com Cl A (BX) 0.0 $314k 2.0k 154.12
Constellation Energy (CEG) 0.0 $311k 879.00 353.43
Northrop Grumman Corporation (NOC) 0.0 $309k 541.00 570.47
Eversource Energy (ES) 0.0 $304k 4.5k 67.33
Abbvie (ABBV) 0.0 $303k 1.3k 228.41
Coca-Cola Company (KO) 0.0 $299k 4.3k 69.91
Pulte (PHM) 0.0 $291k 2.5k 117.26
Caterpillar (CAT) 0.0 $291k 507.00 572.95
Brookfield Infrast Partners Lp Int Unit (BIP) 0.0 $284k 8.2k 34.74
Eli Lilly & Co. (LLY) 0.0 $283k 263.00 1075.38
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $271k 1.6k 165.81
Edwards Lifesciences (EW) 0.0 $270k 3.2k 85.25
Assurant (AIZ) 0.0 $267k 1.1k 240.85
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $266k 563.00 472.97
American Centy Etf Tr Avantis Us Small (AVSC) 0.0 $266k 4.5k 58.74
Adobe Systems Incorporated (ADBE) 0.0 $265k 758.00 349.99
Accenture Plc Ireland Shs Class A (ACN) 0.0 $262k 975.00 268.30
PNC Financial Services (PNC) 0.0 $245k 1.2k 208.68
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $245k 2.8k 88.49
Atmos Energy Corporation (ATO) 0.0 $244k 1.5k 167.63
Mettler-Toledo International (MTD) 0.0 $238k 171.00 1394.19
Tesla Motors (TSLA) 0.0 $236k 524.00 449.92
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $235k 939.00 250.39
Starbucks Corporation (SBUX) 0.0 $235k 2.8k 84.21
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $233k 772.00 302.25
Fidelity Covington Trust Crypto Ind & Dig (FDIG) 0.0 $233k 6.0k 38.53
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $231k 4.3k 53.76
National Retail Properties (NNN) 0.0 $228k 5.7k 39.63
SYSCO Corporation (SYY) 0.0 $227k 3.1k 73.69
Arthur J. Gallagher & Co. (AJG) 0.0 $223k 862.00 258.79
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $221k 1.6k 141.52
Dimensional Etf Trust Us Real Estate E (DFAR) 0.0 $221k 9.6k 22.90
TJX Companies (TJX) 0.0 $218k 1.4k 153.61
Zoetis Cl A (ZTS) 0.0 $216k 1.7k 125.83
T. Rowe Price (TROW) 0.0 $216k 2.1k 102.39
Danaher Corporation (DHR) 0.0 $215k 941.00 228.94
Mondelez Intl Cl A (MDLZ) 0.0 $214k 4.0k 53.84
Vanguard World Mega Cap Val Etf (MGV) 0.0 $204k 1.4k 141.16