SC&H Financial Advisors

SC&H Financial Advisors as of June 30, 2026

Portfolio Holdings for SC&H Financial Advisors

SC&H Financial Advisors holds 160 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 13.1 $99M 2.2M 44.36
American Centy Etf Tr Us Eqt Etf (AVUS) 10.9 $82M 644k 128.08
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 6.1 $46M 884k 51.69
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 5.2 $39M 953k 41.25
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 5.0 $38M 460k 81.94
Dimensional Etf Trust Intl Core Equity (DFIC) 5.0 $38M 1.0M 37.26
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR) 4.9 $37M 452k 81.98
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB) 4.4 $33M 646k 50.78
American Centy Etf Tr Avantis Emgmkt (AVEM) 4.3 $32M 332k 96.49
American Centy Etf Tr Intl Eqt Etf (AVDE) 3.9 $30M 332k 89.20
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 3.3 $25M 529k 47.75
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.3 $18M 439k 40.21
Apple (AAPL) 1.5 $12M 40k 289.36
Ishares Tr Core S&p500 Etf (IVV) 1.5 $12M 15k 748.91
Vanguard Index Fds Large Cap Etf (VV) 1.5 $11M 32k 343.91
Ishares Tr Core Msci Eafe (IEFA) 1.4 $11M 112k 96.58
Dimensional Etf Trust Core Fixe In Etf (DFCF) 1.4 $11M 251k 42.21
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.4 $10M 255k 40.64
Dimensional Etf Trust World Ex Us Core (DFAX) 1.1 $8.5M 229k 36.84
Microsoft Corporation (MSFT) 0.8 $5.8M 16k 373.01
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.7 $5.2M 75k 69.90
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.7 $5.1M 41k 124.76
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.7 $5.1M 62k 82.34
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $4.8M 13k 370.04
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.6 $4.6M 6.2k 746.71
Alphabet Cap Stk Cl A (GOOGL) 0.6 $4.4M 12k 357.38
Dimensional Etf Trust World Equity Etf (DFAW) 0.6 $4.2M 51k 82.79
Lam Research Corp Com New (LRCX) 0.5 $4.1M 9.4k 433.34
American Centy Etf Tr Avantis Core Fi (AVIG) 0.5 $3.6M 88k 41.41
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $3.6M 22k 164.27
American Centy Etf Tr Avantis All Eqt (AVGE) 0.4 $3.2M 32k 99.10
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $3.1M 31k 98.98
Ishares Tr Global Reit Etf (REET) 0.4 $3.0M 110k 27.62
Alphabet Cap Stk Cl C (GOOG) 0.4 $2.8M 8.0k 353.34
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $2.6M 5.1k 500.40
Costco Wholesale Corporation (COST) 0.3 $2.5M 2.7k 935.46
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $2.4M 15k 156.95
Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.3 $2.3M 60k 38.79
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $2.3M 28k 82.65
JPMorgan Chase & Co. (JPM) 0.3 $2.3M 7.0k 327.33
Visa Com Cl A (V) 0.3 $2.3M 6.7k 343.07
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.3 $2.3M 25k 91.21
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $2.2M 9.5k 236.63
Dimensional Etf Trust Us Larg Valu Etf (DFLV) 0.3 $2.2M 56k 39.54
Ishares Tr Rus 1000 Etf (IWB) 0.3 $2.2M 5.3k 409.51
Ishares Core Msci Emkt (IEMG) 0.3 $2.1M 26k 82.84
Dimensional Etf Trust Intl High Profit (DIHP) 0.3 $2.1M 61k 34.12
Dimensional Etf Trust Global Real Est (DFGR) 0.3 $2.0M 70k 28.97
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $1.9M 8.0k 242.99
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $1.9M 24k 77.91
NVIDIA Corporation (NVDA) 0.2 $1.8M 9.0k 200.09
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.8M 8.9k 197.60
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $1.7M 17k 103.05
Amazon (AMZN) 0.2 $1.5M 6.3k 238.35
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.5M 4.8k 303.11
Mastercard Incorporated Cl A (MA) 0.2 $1.4M 2.7k 513.56
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.2 $1.4M 30k 46.57
Wisdomtree Tr Us Smallcap Divd (DES) 0.2 $1.4M 34k 40.68
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.4M 1.8k 736.47
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $1.2M 14k 85.49
Cincinnati Financial Corporation (CINF) 0.2 $1.2M 6.6k 185.14
American Centy Etf Tr Real Estate Etf (AVRE) 0.2 $1.2M 25k 47.38
Ishares Tr Core Msci Total (IXUS) 0.2 $1.2M 13k 95.44
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $1.1M 3.8k 306.29
Meta Platforms Cl A (META) 0.2 $1.1M 2.0k 563.19
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.1M 11k 103.88
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.1M 13k 80.57
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.1M 14k 77.11
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $1.1M 4.3k 246.21
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.0M 7.0k 148.31
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.0M 3.4k 300.49
UnitedHealth (UNH) 0.1 $1.0M 2.4k 415.58
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $982k 13k 74.90
Broadcom (AVGO) 0.1 $975k 2.6k 377.74
Corning Incorporated (GLW) 0.1 $961k 3.8k 255.46
Amphenol Corp Cl A (APH) 0.1 $920k 5.2k 176.32
Spdr Series Trust St Str Sp Div (SDY) 0.1 $898k 5.9k 152.18
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $873k 1.3k 686.61
Dimensional Etf Trust Us High Prof Etf (DUHP) 0.1 $782k 19k 41.73
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $781k 15k 54.03
Cintas Corporation (CTAS) 0.1 $771k 4.5k 170.06
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $749k 1.00 748850.00
Home Depot (HD) 0.1 $673k 1.9k 352.76
McDonald's Corporation (MCD) 0.1 $625k 2.3k 270.36
Procter & Gamble Company (PG) 0.1 $620k 4.2k 146.64
Wal-Mart Stores (WMT) 0.1 $607k 5.4k 113.26
Prologis (PLD) 0.1 $571k 4.2k 135.48
Paychex (PAYX) 0.1 $571k 5.8k 98.32
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $558k 3.9k 141.89
Vanguard World Inf Tech Etf (VGT) 0.1 $549k 4.6k 119.51
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $545k 7.6k 71.25
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $542k 14k 40.13
Caterpillar (CAT) 0.1 $540k 507.00 1065.59
M&T Bank Corporation (MTB) 0.1 $534k 2.2k 237.98
Thermo Fisher Scientific (TMO) 0.1 $512k 1.0k 501.51
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $493k 2.0k 242.39
Lowe's Companies (LOW) 0.1 $478k 2.2k 220.54
American Electric Power Company (AEP) 0.1 $471k 3.4k 136.80
Goldman Sachs (GS) 0.1 $469k 464.00 1010.62
Johnson Controls Internation SHS (JCI) 0.1 $461k 3.2k 146.11
Xcel Energy (XEL) 0.1 $449k 5.6k 80.30
PNC Financial Services (PNC) 0.1 $429k 1.7k 246.23
Vanguard World Energy Etf (VDE) 0.1 $419k 2.8k 150.12
Vanguard Index Fds Growth Etf (VUG) 0.1 $415k 4.8k 86.14
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $407k 5.1k 79.03
Johnson & Johnson (JNJ) 0.1 $401k 1.6k 253.91
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $400k 3.1k 127.80
Mccormick & Co Com Non Vtg (MKC) 0.1 $390k 7.7k 50.42
Bank of America Corporation (BAC) 0.1 $382k 6.7k 56.98
Fidelity Covington Trust Enhanced Intl (FENI) 0.0 $375k 9.3k 40.13
Dimensional Etf Trust Inflation Prote (DFIP) 0.0 $374k 9.1k 41.25
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $372k 1.7k 212.77
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $370k 12k 31.10
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $360k 7.5k 48.25
Ishares Tr Core Univrsl Usd (IUSB) 0.0 $358k 7.8k 46.15
Eli Lilly & Co. (LLY) 0.0 $355k 296.00 1199.24
Coca-Cola Company (KO) 0.0 $349k 4.3k 81.27
American Water Works (AWK) 0.0 $341k 2.6k 131.59
Pulte (PHM) 0.0 $340k 2.5k 137.21
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $340k 3.1k 110.15
Textron (TXT) 0.0 $339k 3.7k 91.73
Abbvie (ABBV) 0.0 $334k 1.3k 251.73
Vanguard World Mega Grwth Ind (MGK) 0.0 $324k 3.7k 87.91
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $322k 941.00 342.66
Eversource Energy (ES) 0.0 $308k 4.3k 72.28
Select Sector Spdr Tr St Str Svc Etf (XLC) 0.0 $306k 2.9k 107.13
American Centy Etf Tr Avan Us Smal Etf (AVSC) 0.0 $299k 4.1k 73.35
Brookfield Infrastructure Pa Lp Int Unit (BIP) 0.0 $299k 8.2k 36.49
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $298k 1.6k 182.28
Assurant (AIZ) 0.0 $298k 1.1k 268.53
Edwards Lifesciences (EW) 0.0 $286k 3.2k 90.46
Starbucks Corporation (SBUX) 0.0 $285k 2.8k 102.20
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $283k 773.00 365.48
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $280k 2.3k 124.19
Mondelez Intl Cl A (MDLZ) 0.0 $279k 4.8k 57.84
Northrop Grumman Corporation (NOC) 0.0 $276k 542.00 509.70
Mccormick & Co Com Vtg (MKC.V) 0.0 $272k 5.4k 50.50
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $268k 2.8k 96.44
National Retail Properties (NNN) 0.0 $267k 5.7k 46.53
Hca Holdings (HCA) 0.0 $263k 676.00 389.71
Fidelity Covington Trust Crypto Ind & Dig (FDIG) 0.0 $259k 6.1k 42.73
Cisco Systems (CSCO) 0.0 $258k 2.2k 117.48
SYSCO Corporation (SYY) 0.0 $258k 3.1k 83.58
International Business Machines (IBM) 0.0 $256k 912.00 281.19
Dimensional Etf Trust Us Real Esta Etf (DFAR) 0.0 $254k 9.7k 26.16
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $253k 4.2k 59.69
Atmos Energy Corporation (ATO) 0.0 $251k 1.5k 172.27
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $245k 1.6k 157.00
Valero Energy Corporation (VLO) 0.0 $245k 940.00 260.44
Tesla Motors (TSLA) 0.0 $245k 581.00 420.77
T. Rowe Price (TROW) 0.0 $240k 2.1k 113.68
Vanguard World Mega Cap Val Etf (MGV) 0.0 $237k 1.4k 163.45
Blackstone Group Inc Com Cl A (BX) 0.0 $235k 2.0k 117.69
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $230k 2.0k 117.49
Linde SHS (LIN) 0.0 $230k 442.00 519.14
Mettler-Toledo International (MTD) 0.0 $219k 171.00 1277.51
TJX Companies (TJX) 0.0 $218k 1.4k 151.51
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $216k 1.3k 163.70
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $205k 3.7k 55.01
Lamar Advertising Cl A (LAMR) 0.0 $201k 1.3k 155.97