SC&H Financial Advisors

SC&H Financial Advisors as of March 31, 2026

Portfolio Holdings for SC&H Financial Advisors

SC&H Financial Advisors holds 155 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 12.8 $85M 2.2M 38.86
American Centy Etf Tr Us Eqt Etf (AVUS) 10.7 $71M 636k 111.18
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 5.9 $39M 873k 45.12
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 5.5 $36M 932k 38.96
Dimensional Etf Trust Intl Core Equity (DFIC) 5.2 $34M 964k 35.53
Dimensional Etf Trust Us Equity Market (DFUS) 4.9 $32M 454k 70.91
Dimensional Etf Trust Ultrashort Fixed (DUSB) 4.6 $31M 607k 50.71
Dimensional Etf Trust Us Core Equity 1 (DCOR) 4.6 $31M 424k 72.08
American Centy Etf Tr Intl Eqt Etf (AVDE) 4.2 $28M 331k 84.84
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.9 $26M 320k 80.58
Dimensional Etf Trust Short Duration F (DFSD) 3.5 $23M 484k 47.88
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.2 $14M 421k 33.86
Ishares Tr Core S&p500 Etf (IVV) 1.6 $11M 16k 653.22
Ishares Tr Core Msci Eafe (IEFA) 1.6 $11M 116k 90.53
Apple (AAPL) 1.5 $10M 40k 253.79
Vanguard Index Fds Large Cap Etf (VV) 1.5 $9.8M 33k 298.85
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.4 $9.6M 228k 42.22
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.3 $8.6M 249k 34.55
Dimensional Etf Trust World Ex Us Core (DFAX) 1.1 $7.6M 224k 33.97
Microsoft Corporation (MSFT) 0.9 $5.8M 16k 370.16
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.7 $4.7M 75k 62.45
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.7 $4.5M 41k 110.47
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $4.2M 13k 320.80
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $4.1M 58k 71.13
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.6 $4.0M 6.2k 650.35
American Centy Etf Tr Avantis Core Fi (AVIG) 0.5 $3.6M 87k 41.54
Dimensional Etf Trust World Equity Etf (DFAW) 0.5 $3.6M 49k 73.78
Alphabet Cap Stk Cl A (GOOGL) 0.5 $3.5M 12k 287.56
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $3.3M 34k 99.27
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $3.1M 22k 142.43
Ishares Tr Global Reit Etf (REET) 0.4 $2.8M 110k 25.15
American Centy Etf Tr Avantis All Eqt (AVGE) 0.4 $2.7M 30k 88.02
Costco Wholesale Corporation (COST) 0.4 $2.7M 2.7k 996.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.4M 5.1k 479.21
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $2.4M 29k 82.75
Alphabet Cap Stk Cl C (GOOG) 0.3 $2.3M 8.0k 286.87
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.3 $2.1M 61k 35.04
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $2.1M 15k 138.32
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.3 $2.1M 58k 35.71
JPMorgan Chase & Co. (JPM) 0.3 $2.1M 7.0k 294.16
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $2.0M 9.5k 215.06
Lam Research Corp Com New (LRCX) 0.3 $2.0M 9.4k 213.67
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.3 $2.0M 25k 80.61
Ishares Core Msci Emkt (IEMG) 0.3 $2.0M 29k 69.75
Visa Com Cl A (V) 0.3 $2.0M 6.6k 302.22
Dimensional Etf Trust Intl High Profit (DIHP) 0.3 $1.9M 61k 32.22
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.9M 5.3k 356.57
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $1.9M 24k 78.41
Dimensional Etf Trust Global Real Est (DFGR) 0.3 $1.8M 67k 26.58
NVIDIA Corporation (NVDA) 0.3 $1.8M 10k 174.41
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $1.7M 17k 99.86
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $1.7M 8.0k 217.24
Amazon (AMZN) 0.3 $1.7M 8.0k 208.28
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.6M 8.9k 184.28
Mastercard Incorporated Cl A (MA) 0.2 $1.4M 2.7k 499.61
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.2 $1.3M 29k 46.80
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.3M 4.9k 261.90
Wisdomtree Tr Us Smallcap Divd (DES) 0.2 $1.2M 34k 35.94
American Centy Etf Tr Real Estate Etf (AVRE) 0.2 $1.2M 27k 44.02
Meta Platforms Cl A (META) 0.2 $1.1M 2.0k 572.02
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $1.1M 15k 77.11
Ishares Tr Core Msci Total (IXUS) 0.2 $1.1M 12k 86.64
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.0M 11k 97.13
Cincinnati Financial Corporation (CINF) 0.2 $1.0M 6.6k 157.35
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.0M 1.8k 577.23
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $973k 3.4k 287.21
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $965k 3.8k 257.34
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $957k 13k 73.14
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $928k 14k 67.53
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $878k 4.3k 205.81
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $874k 7.0k 124.31
Broadcom (AVGO) 0.1 $867k 2.8k 309.56
Spdr Series Trust State Street Spd (SDY) 0.1 $861k 5.9k 145.93
Ishares Tr Russell 2000 Etf (IWM) 0.1 $841k 3.4k 248.00
Cintas Corporation (CTAS) 0.1 $781k 4.6k 169.12
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $759k 1.3k 597.44
McDonald's Corporation (MCD) 0.1 $719k 2.3k 310.85
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $718k 1.00 718140.00
Dimensional Etf Trust Us High Profitab (DUHP) 0.1 $688k 19k 36.76
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $686k 14k 47.53
Procter & Gamble Company (PG) 0.1 $675k 4.7k 144.45
Wal-Mart Stores (WMT) 0.1 $660k 5.3k 124.28
Amphenol Corp Cl A (APH) 0.1 $660k 5.2k 126.35
UnitedHealth (UNH) 0.1 $654k 2.4k 270.59
Home Depot (HD) 0.1 $627k 1.9k 328.96
Prologis (PLD) 0.1 $557k 4.2k 132.19
Paychex (PAYX) 0.1 $541k 5.9k 92.11
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $532k 14k 39.44
Corning Incorporated (GLW) 0.1 $518k 3.8k 135.99
Lowe's Companies (LOW) 0.1 $513k 2.2k 236.33
Thermo Fisher Scientific (TMO) 0.1 $502k 1.0k 491.68
Vanguard World Energy Etf (VDE) 0.1 $496k 2.9k 173.04
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $492k 3.9k 125.13
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $489k 7.6k 64.08
M&T Bank Corporation (MTB) 0.1 $463k 2.2k 206.69
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $460k 2.2k 213.68
American Electric Power Company (AEP) 0.1 $449k 3.4k 131.07
Xcel Energy (XEL) 0.1 $444k 5.6k 79.44
Johnson Controls Internation SHS (JCI) 0.1 $412k 3.1k 130.95
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $408k 5.1k 79.27
Vanguard World Inf Tech Etf (VGT) 0.1 $397k 569.00 697.26
Goldman Sachs (GS) 0.1 $392k 464.00 845.10
Mccormick & Co Com Non Vtg (MKC) 0.1 $390k 7.7k 50.44
Johnson & Johnson (JNJ) 0.1 $386k 1.6k 244.39
Dimensional Etf Trust Inflation Prote (DFIP) 0.1 $373k 8.9k 41.72
Northrop Grumman Corporation (NOC) 0.1 $370k 542.00 681.89
Caterpillar (CAT) 0.1 $359k 507.00 708.75
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $359k 7.4k 48.46
Ishares Tr Core Univrsl Usd (IUSB) 0.1 $358k 7.7k 46.19
American Water Works (AWK) 0.1 $353k 2.6k 136.10
Vanguard Index Fds Growth Etf (VUG) 0.1 $350k 802.00 436.88
Fidelity Covington Trust Enhanced Intl (FENI) 0.1 $346k 9.3k 37.20
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $343k 3.1k 109.68
Bank of America Corporation (BAC) 0.1 $336k 6.9k 48.75
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $336k 1.7k 191.92
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $330k 12k 27.85
Coca-Cola Company (KO) 0.0 $325k 4.3k 76.05
Textron (TXT) 0.0 $323k 3.7k 87.56
Hca Holdings (HCA) 0.0 $320k 676.00 473.02
Select Sector Spdr Tr State Street Com (XLC) 0.0 $317k 2.9k 110.87
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $315k 3.1k 102.24
Eversource Energy (ES) 0.0 $313k 4.5k 69.29
PNC Financial Services (PNC) 0.0 $307k 1.5k 208.05
Brookfield Infrastructure Pa Lp Int Unit (BIP) 0.0 $296k 8.2k 36.12
Pulte (PHM) 0.0 $292k 2.5k 117.61
Abbvie (ABBV) 0.0 $289k 1.3k 217.48
American Centy Etf Tr Avantis Us Small (AVSC) 0.0 $283k 4.5k 62.30
Mondelez Intl Cl A (MDLZ) 0.0 $277k 4.8k 57.65
Eli Lilly & Co. (LLY) 0.0 $272k 296.00 918.50
Mccormick & Co Com Vtg (MKC.V) 0.0 $271k 5.4k 50.38
Vanguard World Mega Grwth Ind (MGK) 0.0 $270k 736.00 367.44
Atmos Energy Corporation (ATO) 0.0 $269k 1.5k 184.72
International Business Machines (IBM) 0.0 $264k 1.1k 242.35
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $259k 1.6k 158.45
Edwards Lifesciences (EW) 0.0 $253k 3.2k 80.08
Starbucks Corporation (SBUX) 0.0 $250k 2.8k 89.59
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $246k 2.8k 88.72
Constellation Energy (CEG) 0.0 $246k 879.00 279.39
Assurant (AIZ) 0.0 $242k 1.1k 217.81
National Retail Properties (NNN) 0.0 $241k 5.7k 42.03
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $240k 563.00 426.48
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $234k 772.00 302.43
Valero Energy Corporation (VLO) 0.0 $232k 940.00 247.08
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $232k 4.3k 54.05
Blackstone Group Inc Com Cl A (BX) 0.0 $230k 2.0k 115.01
Dimensional Etf Trust Us Real Estate E (DFAR) 0.0 $229k 9.7k 23.65
TJX Companies (TJX) 0.0 $227k 1.4k 159.71
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $226k 940.00 240.00
SYSCO Corporation (SYY) 0.0 $220k 3.1k 71.33
Linde SHS (LIN) 0.0 $219k 442.00 495.81
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $216k 1.6k 138.40
Mettler-Toledo International (MTD) 0.0 $216k 171.00 1261.20
Vanguard World Mega Cap Val Etf (MGV) 0.0 $210k 1.4k 144.95
Tesla Motors (TSLA) 0.0 $209k 561.00 371.90
Zoetis Cl A (ZTS) 0.0 $203k 1.7k 118.22