| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 14.9% |
| AMERICAN CENTY ETF TR | 11 | Q2 2024 | 12.2% |
| AMERICAN CENTY ETF TR | 11 | Q2 2024 | 5.2% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 6.2% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 4.8% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 5.9% |
| ISHARES TR | 11 | Q2 2024 | 4.7% |
| AMERICAN CENTY ETF TR | 11 | Q2 2024 | 3.8% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 4.0% |
| ISHARES TR | 11 | Q2 2024 | 3.3% |
View SC&H Financial Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-02 |
| N-PX | 2024-08-02 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-10 |
View SC&H Financial Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.