SC&H Financial Advisors, Inc. holdings history

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185 is the total number of securities SC&H Financial Advisors, Inc. has owned. The longest SC&H Financial Advisors, Inc. has owned a single stock is 8 quarters.

SC&H Financial Advisors, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
DFAC DIMENSIONAL ETF TRUST888.85%10.51%12.86%Q4 2021Q3 20238
AVUS AMERICAN CENTY ETF TR884.36%8.23%10.80%Q4 2021Q3 20238
AVDE AMERICAN CENTY ETF TR883.21%4.63%5.20%Q4 2021Q3 20238
VV VANGUARD INDEX FDS883.12%4.06%5.87%Q4 2021Q3 20238
DFAU DIMENSIONAL ETF TRUST880.99%4.00%5.60%Q4 2021Q3 20238
DFAI DIMENSIONAL ETF TRUST881.26%3.86%4.82%Q4 2021Q3 20238
IVV ISHARES TR882.79%3.27%4.66%Q4 2021Q3 20238
AVEM AMERICAN CENTY ETF TR881.80%2.69%3.36%Q4 2021Q3 20238
AAPL APPLE INC881.90%2.66%3.71%Q4 2021Q3 20238
IEFA ISHARES TR881.89%2.64%3.29%Q4 2021Q3 20238
DFUS DIMENSIONAL ETF TRUST880.44%2.55%3.48%Q4 2021Q3 20238
DFAE DIMENSIONAL ETF TRUST880.71%2.10%2.62%Q4 2021Q3 20238
PG PROCTER AND GAMBLE CO880.26%1.83%3.46%Q4 2021Q3 20238
MSFT MICROSOFT CORP881.38%1.79%2.62%Q4 2021Q3 20238
DIMENSIONAL ETF TRUST881.44%1.75%2.22%Q4 2021Q3 20238
AVUV AMERICAN CENTY ETF TR881.12%1.33%1.89%Q4 2021Q3 20238
SPY SPDR S&P 500 ETF TR880.93%1.23%1.76%Q4 2021Q3 20238
VIG VANGUARD SPECIALIZED F...880.79%1.15%1.87%Q4 2021Q3 20238
DFAS DIMENSIONAL ETF TRUST880.83%1.05%1.54%Q4 2021Q3 20238
ITOT ISHARES TR880.73%0.94%1.54%Q4 2021Q3 20238
DES WISDOMTREE TR880.59%0.81%1.19%Q4 2021Q3 20238
VT VANGUARD INTL EQUITY I...880.56%0.79%1.05%Q4 2021Q3 20238
GOOGL ALPHABET INC880.51%0.75%1.16%Q4 2021Q3 20238
REET ISHARES TR880.49%0.75%0.99%Q4 2021Q3 20238
AVIG AMERICAN CENTY ETF TR880.23%0.70%0.96%Q4 2021Q3 20238
COST COSTCO WHSL CORP NEW880.51%0.68%1.04%Q4 2021Q3 20238
DFAT DIMENSIONAL ETF TRUST880.13%0.67%1.02%Q4 2021Q3 20238
SPLV INVESCO EXCH TRADED FD...880.44%0.64%0.83%Q4 2021Q3 20238
IEMG ISHARES INC880.46%0.61%0.86%Q4 2021Q3 20238
VCIT VANGUARD SCOTTSDALE FDS880.37%0.60%1.07%Q4 2021Q3 20238
VTI VANGUARD INDEX FDS880.28%0.58%0.76%Q4 2021Q3 20238
V VISA INC880.49%0.58%0.76%Q4 2021Q3 20238
UNH UNITEDHEALTH GROUP INC880.38%0.57%0.87%Q4 2021Q3 20238
AGG ISHARES TR880.42%0.56%0.77%Q4 2021Q3 20238
VBR VANGUARD INDEX FDS880.39%0.55%0.83%Q4 2021Q3 20238
VDE VANGUARD WORLD FDS880.17%0.53%0.81%Q4 2021Q3 20238
VOE VANGUARD INDEX FDS880.41%0.52%0.70%Q4 2021Q3 20238
IWM ISHARES TR880.29%0.49%1.02%Q4 2021Q3 20238
PAYX PAYCHEX INC880.37%0.49%0.61%Q4 2021Q3 20238
SDY SPDR SER TR880.34%0.49%0.79%Q4 2021Q3 20238
IJR ISHARES TR880.24%0.46%0.74%Q4 2021Q3 20238
ES EVERSOURCE ENERGY880.24%0.46%0.65%Q4 2021Q3 20238
CINF CINCINNATI FINL CORP880.29%0.44%0.63%Q4 2021Q3 20238
JPM JPMORGAN CHASE & CO880.33%0.44%0.74%Q4 2021Q3 20238
MA MASTERCARD INCORPORATED880.36%0.42%0.53%Q4 2021Q3 20238
PLD PROLOGIS INC.880.27%0.42%0.75%Q4 2021Q3 20238
IWB ISHARES TR880.33%0.42%0.46%Q4 2021Q3 20238
VB VANGUARD INDEX FDS880.33%0.42%0.51%Q4 2021Q3 20238
HD HOME DEPOT INC880.30%0.41%0.74%Q4 2021Q3 20238
BSV VANGUARD BD INDEX FDS880.26%0.39%0.50%Q4 2021Q3 20238
ISTB ISHARES TR880.23%0.38%0.51%Q4 2021Q3 20238
VOT VANGUARD INDEX FDS880.26%0.37%0.67%Q4 2021Q3 20238
TMO THERMO FISHER SCIENTIF...880.25%0.36%0.55%Q4 2021Q3 20238
GOOG ALPHABET INC880.27%0.35%0.48%Q4 2021Q3 20238
IXUS ISHARES TR880.25%0.34%0.55%Q4 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...880.27%0.33%0.46%Q4 2021Q3 20238
EFA ISHARES TR880.28%0.33%0.44%Q4 2021Q3 20238
MKC MCCORMICK & CO INC880.22%0.33%0.47%Q4 2021Q3 20238
AVDV AMERICAN CENTY ETF TR880.17%0.32%0.49%Q4 2021Q3 20238
VO VANGUARD INDEX FDS880.22%0.32%0.45%Q4 2021Q3 20238
XEL XCEL ENERGY INC880.18%0.27%0.36%Q4 2021Q3 20238
IJH ISHARES TR880.18%0.25%0.34%Q4 2021Q3 20238
AWK AMERICAN WTR WKS CO IN...880.17%0.25%0.33%Q4 2021Q3 20238
MCD MCDONALDS CORP880.19%0.24%0.35%Q4 2021Q3 20238
EW EDWARDS LIFESCIENCES CORP880.13%0.24%0.45%Q4 2021Q3 20238
LRCX LAM RESEARCH CORP880.14%0.24%0.46%Q4 2021Q3 20238
VWO VANGUARD INTL EQUITY I...880.16%0.24%0.35%Q4 2021Q3 20238
ZTS ZOETIS INC880.15%0.22%0.42%Q4 2021Q3 20238
CTAS CINTAS CORP880.17%0.22%0.32%Q4 2021Q3 20238
BMY BRISTOL-MYERS SQUIBB CO880.13%0.21%0.29%Q4 2021Q3 20238
NNN NNN REIT INC880.13%0.21%0.29%Q4 2021Q3 20238
JNJ JOHNSON & JOHNSON880.11%0.21%0.37%Q4 2021Q3 20238
LOW LOWES COS INC880.15%0.20%0.35%Q4 2021Q3 20238
BRKA BERKSHIRE HATHAWAY INC...880.17%0.20%0.25%Q4 2021Q3 20238
WMT WALMART INC880.15%0.20%0.30%Q4 2021Q3 20238
DHR DANAHER CORPORATION880.11%0.19%0.38%Q4 2021Q3 20238
QQQ INVESCO QQQ TR880.14%0.19%0.34%Q4 2021Q3 20238
AJG GALLAGHER ARTHUR J & CO880.14%0.19%0.29%Q4 2021Q3 20238
ADBE ADOBE SYSTEMS INCORPOR...880.10%0.18%0.39%Q4 2021Q3 20238
KMB KIMBERLY-CLARK CORP880.12%0.18%0.26%Q4 2021Q3 20238
FB META PLATFORMS INC880.09%0.18%0.37%Q4 2021Q3 20238
VCSH VANGUARD SCOTTSDALE FDS880.13%0.17%0.24%Q4 2021Q3 20238
VXF VANGUARD INDEX FDS880.14%0.16%0.18%Q4 2021Q3 20238
MDLZ MONDELEZ INTL INC880.12%0.15%0.18%Q4 2021Q3 20238
MTD METTLER TOLEDO INTERNA...880.10%0.15%0.25%Q4 2021Q3 20238
MO ALTRIA GROUP INC880.08%0.15%0.26%Q4 2021Q3 20238
GSLC GOLDMAN SACHS ETF TR880.11%0.15%0.26%Q4 2021Q3 20238
ACN ACCENTURE PLC IRELAND880.10%0.15%0.35%Q4 2021Q3 20238
ATO ATMOS ENERGY CORP880.12%0.14%0.20%Q4 2021Q3 20238
SBUX STARBUCKS CORP880.10%0.13%0.27%Q4 2021Q3 20238
AEP AMERICAN ELEC PWR CO INC880.08%0.12%0.18%Q4 2021Q3 20238
DTE DTE ENERGY CO880.07%0.11%0.14%Q4 2021Q3 20238
NOC NORTHROP GRUMMAN CORP880.08%0.10%0.14%Q4 2021Q3 20238
VTV VANGUARD INDEX FDS770.20%0.32%0.52%Q1 2022Q3 20237
VXUS VANGUARD STAR FDS770.22%0.27%0.35%Q1 2022Q3 20237
PRF INVESCO EXCHANGE TRADE...770.21%0.26%0.32%Q1 2022Q3 20237
QCOM QUALCOMM INC770.08%0.22%0.59%Q4 2021Q2 20237
AMZN AMAZON COM INC430.09%0.21%0.53%Q4 2021Q3 20237
HCA HCA HEALTHCARE INC520.08%0.17%0.38%Q4 2021Q3 20237
IWD ISHARES TR770.13%0.16%0.21%Q1 2022Q3 20237
BX BLACKSTONE INC430.10%0.16%0.31%Q4 2021Q3 20237
CMCSA COMCAST CORP NEW430.08%0.13%0.26%Q4 2021Q3 20237
DUK DUKE ENERGY CORP NEW770.07%0.12%0.18%Q4 2021Q2 20237
IYE ISHARES TR770.09%0.11%0.12%Q1 2022Q3 20237
DIMENSIONAL ETF TRUST660.78%2.94%3.91%Q2 2022Q3 20236
DIMENSIONAL ETF TRUST660.58%0.87%1.36%Q2 2022Q3 20236
DIMENSIONAL ETF TRUST660.11%0.66%0.91%Q2 2022Q3 20236
DIMENSIONAL ETF TRUST660.14%0.65%0.85%Q2 2022Q3 20236
AMERICAN CENTY ETF TR660.41%0.44%0.51%Q2 2022Q3 20236
AVSF AMERICAN CENTY ETF TR660.20%0.41%0.49%Q2 2022Q3 20236
DIMENSIONAL ETF TRUST660.15%0.35%0.47%Q2 2022Q3 20236
DIMENSIONAL ETF TRUST660.11%0.34%0.51%Q2 2022Q3 20236
AMERICAN CENTY ETF TR420.20%0.33%0.39%Q1 2022Q3 20236
DIMENSIONAL ETF TRUST660.13%0.31%0.43%Q2 2022Q3 20236
UPS UNITED PARCEL SERVICE INC330.21%0.27%0.32%Q4 2021Q3 20236
BIP BROOKFIELD INFRAST PAR...660.08%0.18%0.27%Q2 2022Q3 20236
PNC PNC FINL SVCS GROUP INC660.10%0.15%0.22%Q4 2021Q1 20236
DIMENSIONAL ETF TRUST660.11%0.15%0.29%Q2 2022Q3 20236
SYY SYSCO CORP330.07%0.10%0.12%Q4 2021Q2 20236
IUSB ISHARES TR410.37%0.41%0.46%Q1 2022Q3 20235
EXC EXELON CORP550.14%0.17%0.24%Q4 2021Q4 20225
DIMENSIONAL ETF TRUST550.16%0.17%0.19%Q3 2022Q3 20235
DVY ISHARES TR550.13%0.15%0.18%Q4 2021Q4 20225
SPHQ INVESCO EXCHANGE TRADE...320.07%0.15%0.25%Q4 2021Q3 20235
GS GOLDMAN SACHS GROUP INC550.12%0.14%0.18%Q4 2021Q4 20225
VGSH VANGUARD SCOTTSDALE FDS550.07%0.14%0.24%Q2 2022Q2 20235
TFC TRUIST FINL CORP550.09%0.13%0.17%Q4 2021Q4 20225
EDIV SPDR INDEX SHS FDS440.18%0.28%0.35%Q4 2021Q3 20224
DIMENSIONAL ETF TRUST440.20%0.24%0.27%Q4 2022Q3 20234
IAGG ISHARES TR440.12%0.24%0.54%Q4 2021Q3 20224
TWTR TWITTER INC440.17%0.23%0.30%Q4 2021Q3 20224
TROW PRICE T ROWE GROUP INC310.07%0.12%0.19%Q4 2021Q1 20234
NVDA NVIDIA CORPORATION220.08%0.11%0.16%Q4 2021Q3 20234
HON HONEYWELL INTL INC220.08%0.10%0.13%Q4 2021Q1 20234
IUSV ISHARES TR310.08%0.09%0.10%Q1 2022Q3 20234
APH AMPHENOL CORP NEW310.07%0.09%0.12%Q4 2021Q3 20234
VTEB VANGUARD MUN BD FDS330.29%0.31%0.33%Q4 2021Q2 20223
DIMENSIONAL ETF TRUST330.11%0.30%0.42%Q1 2023Q3 20233
INTC INTEL CORP330.14%0.24%0.34%Q4 2021Q2 20223
MAA MID-AMER APT CMNTYS INC330.14%0.18%0.23%Q4 2021Q2 20223
VEA VANGUARD TAX-MANAGED I...210.07%0.14%0.19%Q4 2021Q2 20233
AIZ ASSURANT INC330.12%0.12%0.13%Q4 2021Q2 20223
HYG ISHARES TR330.10%0.12%0.14%Q4 2021Q2 20223
AMERICAN CENTY ETF TR330.08%0.12%0.16%Q1 2023Q3 20233
PFE PFIZER INC330.10%0.11%0.14%Q4 2021Q2 20223
BSCM INVESCO EXCH TRD SLF I...330.10%0.11%0.14%Q4 2021Q2 20223
BCAB BIOATLA INC330.02%0.03%0.04%Q1 2023Q3 20233
MKCV MCCORMICK & CO INC220.28%0.30%0.32%Q4 2021Q1 20222
FITB FIFTH THIRD BANCORP220.26%0.30%0.34%Q4 2021Q1 20222
DIS DISNEY WALT CO220.15%0.21%0.27%Q4 2021Q1 20222
ACWX ISHARES TR220.19%0.21%0.24%Q4 2021Q1 20222
VZ VERIZON COMMUNICATIONS...220.18%0.21%0.24%Q4 2021Q1 20222
HIG HARTFORD FINL SVCS GRO...220.16%0.20%0.25%Q4 2021Q1 20222
XLC SELECT SECTOR SPDR TR220.16%0.19%0.22%Q4 2021Q1 20222
TT TRANE TECHNOLOGIES PLC220.14%0.19%0.24%Q4 2021Q1 20222
CSCO CISCO SYS INC220.16%0.19%0.22%Q4 2021Q1 20222
EMR EMERSON ELEC CO220.11%0.16%0.22%Q4 2021Q1 20222
MET METLIFE INC220.13%0.16%0.19%Q4 2021Q1 20222
ARCC ARES CAPITAL CORP220.10%0.16%0.22%Q4 2021Q1 20222
CME CME GROUP INC220.14%0.15%0.16%Q4 2021Q1 20222
CCI CROWN CASTLE INTL CORP...220.13%0.14%0.15%Q4 2021Q1 20222
XPEV XPENG INC220.10%0.13%0.17%Q4 2021Q1 20222
AMT AMERICAN TOWER CORP NEW220.10%0.12%0.14%Q4 2021Q1 20222
FDX FEDEX CORP110.07%0.12%0.17%Q4 2021Q3 20232
ASML ASML HOLDING N V220.10%0.12%0.14%Q4 2021Q1 20222
NSC NORFOLK SOUTHN CORP220.10%0.11%0.12%Q4 2021Q1 20222
CONSTELLATION ENERGY CORP220.09%0.10%0.11%Q3 2022Q4 20222
KO COCA COLA CO110.07%0.09%0.12%Q4 2021Q3 20232
DIMENSIONAL ETF TRUST220.08%0.08%0.09%Q2 2023Q3 20232
VNQ VANGUARD INDEX FDS220.07%0.08%0.08%Q1 2023Q2 20232
VONG VANGUARD SCOTTSDALE FDS220.07%0.07%0.07%Q2 2023Q3 20232
CVX CHEVRON CORP NEW220.07%0.07%0.07%Q2 2023Q3 20232
SMMD ISHARES TR110.23%0.23%0.23%Q4 2021Q4 20211
TSLA TESLA INC110.15%0.15%0.15%Q4 2021Q4 20211
NEE NEXTERA ENERGY INC110.14%0.14%0.14%Q4 2021Q4 20211
KEY KEYCORP110.14%0.14%0.14%Q4 2021Q4 20211
AON AON PLC110.13%0.13%0.13%Q4 2021Q4 20211
ZS ZSCALER INC110.13%0.13%0.13%Q4 2021Q4 20211
ALLY ALLY FINL INC110.12%0.12%0.12%Q4 2021Q4 20211
BSCN INVESCO EXCH TRD SLF I...110.12%0.12%0.12%Q4 2021Q4 20211
BKLN INVESCO EXCH TRADED FD...110.11%0.11%0.11%Q4 2021Q4 20211
LMT LOCKHEED MARTIN CORP110.10%0.10%0.10%Q1 2022Q1 20221
MUB ISHARES TR110.10%0.10%0.10%Q1 2022Q1 20221
AVGO BROADCOM INC110.07%0.07%0.07%Q2 2023Q2 20231
FNDX SCHWAB STRATEGIC TR110.07%0.07%0.07%Q2 2023Q2 20231
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The securities at the top of the list , including DIMENSIONAL ETF TRUST, AMERICAN CENTY ETF TR, and AMERICAN CENTY ETF TR, are the highest-conviction holdings of SC&H Financial Advisors, Inc..

The conviction is calculated by counting the number of quarters a security has been reported by SC&H Financial Advisors, Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that SC&H Financial Advisors, Inc. owns currently or has owned in the past.