$210 Million is the total value of SC&H Financial Advisors, Inc.'s 149 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 14.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $19,939,000 | +24.3% | 722,955 | +30.6% | 9.48% | +7.1% |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $12,748,000 | +61.2% | 165,340 | +67.6% | 6.06% | +38.9% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $12,103,000 | +13.7% | 58,051 | +20.6% | 5.76% | -2.0% |
| AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $9,119,000 | +56.6% | 151,130 | +64.5% | 4.34% | +34.9% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $7,764,000 | -8.1% | 17,113 | -3.3% | 3.69% | -20.8% |
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $7,090,000 | +211.6% | 251,852 | +227.4% | 3.37% | +168.5% |
| AAPL | Sell | APPLE INC | $6,408,000 | -4.7% | 36,697 | -3.1% | 3.05% | -17.9% |
| PG | Sell | PROCTER AND GAMBLE CO | $5,824,000 | -7.0% | 38,117 | -0.4% | 2.77% | -19.8% |
| DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $5,156,000 | +188.7% | 163,575 | +202.2% | 2.45% | +148.7% |
| DFAE | Buy | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $4,303,000 | +235.6% | 163,986 | +249.9% | 2.05% | +189.0% |
| MSFT | Sell | MICROSOFT CORP | $4,219,000 | -11.0% | 13,683 | -2.9% | 2.01% | -23.3% |
| Buy | DIMENSIONAL ETF TRUSTworld ex us core | $4,163,000 | +3.4% | 166,852 | +8.2% | 1.98% | -10.9% | |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $4,109,000 | +25.7% | 69,321 | +34.3% | 1.95% | +8.3% |
| IEFA | Buy | ISHARES TRcore msci eafe | $3,974,000 | +9.4% | 57,165 | +17.5% | 1.89% | -5.7% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $3,969,000 | +77.0% | 49,699 | +76.7% | 1.89% | +52.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $3,553,000 | +11.5% | 7,867 | +17.2% | 1.69% | -3.9% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $3,092,000 | -8.8% | 19,067 | -3.4% | 1.47% | -21.4% |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $2,877,000 | +3.0% | 51,328 | +10.2% | 1.37% | -11.3% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $2,507,000 | -10.3% | 24,834 | -4.9% | 1.19% | -22.7% |
| DES | WISDOMTREE TRus smallcap divd | $2,099,000 | -3.0% | 65,865 | 0.0% | 1.00% | -16.4% | |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,980,000 | -5.4% | 712 | -1.4% | 0.94% | -18.4% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $1,928,000 | -0.4% | 22,406 | +7.4% | 0.92% | -14.1% |
| COST | Sell | COSTCO WHSL CORP NEW | $1,883,000 | +0.1% | 3,270 | -1.3% | 0.90% | -13.9% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $1,841,000 | -0.6% | 8,968 | +7.7% | 0.88% | -14.4% |
| DFUS | Buy | DIMENSIONAL ETF TRUSTus equity etf | $1,832,000 | +127.0% | 37,373 | +139.6% | 0.87% | +95.7% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $1,811,000 | +20.7% | 17,877 | +28.0% | 0.86% | +4.0% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $1,752,000 | +53.8% | 26,119 | +57.4% | 0.83% | +32.4% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,592,000 | +219.7% | 6,993 | +238.8% | 0.76% | +175.3% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,559,000 | +67.6% | 14,450 | +77.9% | 0.74% | +44.4% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,502,000 | -4.3% | 2,946 | -5.7% | 0.71% | -17.6% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,477,000 | -1.5% | 8,395 | +0.1% | 0.70% | -15.2% |
| V | Sell | VISA INC | $1,402,000 | +1.3% | 6,321 | -1.0% | 0.67% | -12.7% |
| CINF | Sell | CINCINNATI FINL CORP | $1,319,000 | +18.3% | 9,704 | -0.8% | 0.63% | +2.0% |
| PLD | Sell | PROLOGIS INC. | $1,294,000 | -5.2% | 8,011 | -1.2% | 0.62% | -18.3% |
| AGG | Buy | ISHARES TRcore us aggbd et | $1,259,000 | +65.0% | 11,758 | +75.7% | 0.60% | +42.3% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $1,260,000 | 0.0% | 8,418 | +0.4% | 0.60% | -13.8% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,150,000 | -14.4% | 8,433 | -0.5% | 0.55% | -26.2% |
| ES | Buy | EVERSOURCE ENERGY | $1,141,000 | -3.0% | 12,937 | +0.0% | 0.54% | -16.3% |
| SDY | Sell | SPDR SER TRs&p divid etf | $1,137,000 | -20.6% | 8,873 | -20.0% | 0.54% | -31.5% |
| IAGG | Buy | ISHARES TRcore intl aggr | $1,130,000 | +239.3% | 21,678 | +254.6% | 0.54% | +191.8% |
| PAYX | Sell | PAYCHEX INC | $1,087,000 | -2.3% | 7,963 | -2.3% | 0.52% | -15.8% |
| VTV | New | VANGUARD INDEX FDSvalue etf | $1,083,000 | – | 7,331 | +100.0% | 0.52% | – |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $1,069,000 | +144.6% | 9,991 | +77.5% | 0.51% | +110.8% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $1,038,000 | +12.7% | 4,882 | +19.7% | 0.49% | -2.8% |
| AVDV | Buy | AMERICAN CENTY ETF TRintl smcp vlu | $1,025,000 | +237.2% | 16,372 | +248.0% | 0.49% | +189.9% |
| REET | Sell | ISHARES TRglobal reit etf | $1,025,000 | -24.1% | 35,081 | -20.4% | 0.49% | -34.6% |
| IEMG | Sell | ISHARES INCcore msci emkt | $978,000 | -10.1% | 17,612 | -3.1% | 0.46% | -22.6% |
| AVIG | Buy | AMERICAN CENTY ETF TRavantis core fi | $976,000 | +133.5% | 21,519 | +151.0% | 0.46% | +100.9% |
| HD | Buy | HOME DEPOT INC | $962,000 | -27.9% | 3,215 | +0.0% | 0.46% | -37.9% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $951,000 | -0.9% | 2,661 | -0.4% | 0.45% | -14.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $918,000 | +10.3% | 2,601 | -6.5% | 0.44% | -4.8% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $916,000 | -24.4% | 4,109 | -13.7% | 0.44% | -34.8% |
| QCOM | Sell | QUALCOMM INC | $889,000 | -16.9% | 5,816 | -0.6% | 0.42% | -28.4% |
| MKC | Buy | MCCORMICK & CO INC | $888,000 | +3.4% | 8,896 | +0.0% | 0.42% | -11.0% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $873,000 | -11.8% | 1,479 | -0.3% | 0.42% | -24.0% |
| IUSB | New | ISHARES TRcore total usd | $856,000 | – | 17,240 | +100.0% | 0.41% | – |
| GOOG | Sell | ALPHABET INCcap stk cl c | $831,000 | -3.8% | 297 | -0.3% | 0.40% | -17.2% |
| VO | VANGUARD INDEX FDSmid cap etf | $759,000 | -6.6% | 3,193 | 0.0% | 0.36% | -19.6% | |
| EFA | Buy | ISHARES TRmsci eafe etf | $754,000 | -5.2% | 10,242 | +1.3% | 0.36% | -18.2% |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $740,000 | – | 12,388 | +100.0% | 0.35% | – |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $738,000 | -9.9% | 6,270 | -0.8% | 0.35% | -22.3% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $729,000 | +15.9% | 15,804 | +24.2% | 0.35% | 0.0% |
| IWB | Buy | ISHARES TRrus 1000 etf | $702,000 | -5.1% | 2,806 | +0.3% | 0.33% | -18.1% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $686,000 | +17.1% | 13,313 | +24.7% | 0.33% | +0.9% |
| PRF | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $666,000 | – | 3,898 | +100.0% | 0.32% | – |
| AMZN | Sell | AMAZON COM INC | $642,000 | -33.6% | 197 | -32.1% | 0.30% | -42.9% |
| HCA | Sell | HCA HEALTHCARE INC | $641,000 | -6.4% | 2,556 | -4.1% | 0.30% | -19.3% |
| EDIV | SPDR INDEX SHS FDSs&p em mkt div | $627,000 | -1.7% | 21,471 | 0.0% | 0.30% | -15.3% | |
| LRCX | LAM RESEARCH CORP | $619,000 | -25.2% | 1,151 | 0.0% | 0.29% | -35.7% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $604,000 | +20.8% | 8,275 | +3.2% | 0.29% | +4.0% |
| MKCV | MCCORMICK & CO INC | $600,000 | +4.9% | 5,996 | 0.0% | 0.28% | -9.8% | |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $600,000 | +3.6% | 2,800 | +3.7% | 0.28% | -10.9% |
| JNJ | Sell | JOHNSON & JOHNSON | $595,000 | -10.4% | 3,357 | -13.5% | 0.28% | -22.7% |
| New | AMERICAN CENTY ETF TRreal estate etf | $587,000 | – | 11,165 | +100.0% | 0.28% | – | |
| DHR | Sell | DANAHER CORPORATION | $584,000 | -14.5% | 1,991 | -4.1% | 0.28% | -26.3% |
| ZTS | Sell | ZOETIS INCcl a | $575,000 | -23.8% | 3,051 | -1.5% | 0.27% | -34.5% |
| MCD | Sell | MCDONALDS CORP | $569,000 | -9.1% | 2,302 | -1.5% | 0.27% | -21.7% |
| XEL | Sell | XCEL ENERGY INC | $568,000 | +2.7% | 7,872 | -3.6% | 0.27% | -11.5% |
| CTAS | Sell | CINTAS CORP | $552,000 | -5.5% | 1,297 | -1.5% | 0.26% | -18.6% |
| WMT | Sell | WALMART INC | $549,000 | +2.0% | 3,686 | -0.8% | 0.26% | -12.1% |
| BX | Sell | BLACKSTONE INC | $542,000 | -4.1% | 4,271 | -2.2% | 0.26% | -17.3% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $543,000 | -0.7% | 6,975 | +3.1% | 0.26% | -14.6% |
| FITB | Sell | FIFTH THIRD BANCORP | $541,000 | -12.2% | 12,575 | -11.2% | 0.26% | -24.4% |
| AJG | GALLAGHER ARTHUR J & CO | $533,000 | +2.9% | 3,054 | 0.0% | 0.25% | -11.5% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $529,000 | +17.3% | 1 | 0.0% | 0.25% | +1.2% | |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $523,000 | -25.5% | 1,148 | -7.3% | 0.25% | -35.7% |
| IXUS | Buy | ISHARES TRcore msci total | $524,000 | +13.9% | 7,877 | +21.6% | 0.25% | -2.0% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $517,000 | +26.1% | 10,664 | +31.1% | 0.25% | +8.8% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $515,000 | -14.9% | 3,113 | -2.8% | 0.24% | -26.6% |
| TWTR | TWITTER INC | $494,000 | -10.5% | 12,780 | 0.0% | 0.24% | -23.0% | |
| MO | Sell | ALTRIA GROUP INC | $489,000 | +2.7% | 9,355 | -6.9% | 0.23% | -11.4% |
| LOW | Sell | LOWES COS INC | $483,000 | -23.0% | 2,388 | -1.6% | 0.23% | -33.5% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $479,000 | -21.7% | 1,322 | -14.0% | 0.23% | -32.5% |
| INTC | Sell | INTEL CORP | $467,000 | -25.3% | 9,421 | -22.3% | 0.22% | -35.7% |
| GSLC | GOLDMAN SACHS ETF TRactivebeta us lg | $441,000 | -6.4% | 4,954 | 0.0% | 0.21% | -19.2% | |
| IWD | New | ISHARES TRrus 1000 val etf | $441,000 | – | 2,658 | +100.0% | 0.21% | – |
| FB | Sell | META PLATFORMS INCcl a | $431,000 | -35.3% | 1,939 | -2.1% | 0.20% | -44.3% |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $414,000 | -3.9% | 5,300 | 0.0% | 0.20% | -17.2% | |
| NNN | Sell | NATIONAL RETAIL PROPERTIES I | $412,000 | -21.7% | 9,165 | -16.3% | 0.20% | -32.4% |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $404,000 | -11.6% | 8,093 | -5.8% | 0.19% | -23.8% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $401,000 | +36.9% | 8,359 | +45.9% | 0.19% | +17.9% |
| ACWX | Buy | ISHARES TRmsci acwi ex us | $400,000 | -6.1% | 7,654 | +0.0% | 0.19% | -19.1% |
| ACN | Sell | ACCENTURE PLC IRELAND | $398,000 | -37.0% | 1,179 | -22.6% | 0.19% | -45.8% |
| KMB | Sell | KIMBERLY-CLARK CORP | $395,000 | -15.6% | 3,206 | -2.1% | 0.19% | -27.1% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $393,000 | +17.0% | 1,465 | +23.3% | 0.19% | +1.1% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $387,000 | +39.2% | 1,174 | +61.7% | 0.18% | +20.3% |
| MAA | Buy | MID-AMER APT CMNTYS INC | $376,000 | -8.5% | 1,794 | +0.2% | 0.18% | -21.1% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $376,000 | -14.0% | 7,389 | -12.1% | 0.18% | -25.7% |
| MTD | METTLER TOLEDO INTERNATIONAL | $371,000 | -19.0% | 270 | 0.0% | 0.18% | -30.4% | |
| EXC | Buy | EXELON CORP | $367,000 | -17.3% | 7,702 | +0.1% | 0.18% | -28.6% |
| PNC | PNC FINL SVCS GROUP INC | $362,000 | -8.1% | 1,964 | 0.0% | 0.17% | -20.7% | |
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $359,000 | +54.7% | 7,704 | +57.6% | 0.17% | +33.6% |
| XLC | SELECT SECTOR SPDR TR | $347,000 | -11.5% | 5,050 | 0.0% | 0.16% | -23.6% | |
| DUK | DUKE ENERGY CORP NEW | $338,000 | +6.6% | 3,025 | 0.0% | 0.16% | -8.0% | |
| HIG | Sell | HARTFORD FINL SVCS GROUP INC | $339,000 | -24.7% | 4,714 | -27.7% | 0.16% | -35.1% |
| DVY | Buy | ISHARES TRselect divid etf | $337,000 | +4.7% | 2,632 | +0.2% | 0.16% | -10.1% |
| CSCO | Sell | CISCO SYS INC | $330,000 | -15.8% | 5,922 | -4.2% | 0.16% | -27.3% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $321,000 | -32.6% | 6,851 | -27.6% | 0.15% | -41.8% |
| DIS | Sell | DISNEY WALT CO | $321,000 | -34.8% | 2,341 | -26.4% | 0.15% | -43.8% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $314,000 | -1.3% | 1,896 | +9.1% | 0.15% | -15.3% |
| CME | Sell | CME GROUP INC | $299,000 | +3.5% | 1,256 | -0.8% | 0.14% | -11.2% |
| TFC | TRUIST FINL CORP | $294,000 | -3.0% | 5,183 | 0.0% | 0.14% | -16.2% | |
| TT | Sell | TRANE TECHNOLOGIES PLC | $285,000 | -35.2% | 1,866 | -14.2% | 0.14% | -44.0% |
| NOC | NORTHROP GRUMMAN CORP | $283,000 | +15.5% | 632 | 0.0% | 0.14% | 0.0% | |
| MET | Sell | METLIFE INC | $280,000 | -18.1% | 3,980 | -27.3% | 0.13% | -29.6% |
| NVDA | NVIDIA CORPORATION | $275,000 | -7.4% | 1,008 | 0.0% | 0.13% | -20.1% | |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $272,000 | +1.1% | 1,473 | +14.3% | 0.13% | -12.8% |
| TROW | PRICE T ROWE GROUP INC | $269,000 | -23.1% | 1,779 | 0.0% | 0.13% | -33.7% | |
| AIZ | ASSURANT INC | $269,000 | +16.5% | 1,480 | 0.0% | 0.13% | +0.8% | |
| DTE | DTE ENERGY CO | $263,000 | +10.5% | 1,989 | 0.0% | 0.12% | -4.6% | |
| IYE | New | ISHARES TRu.s. energy etf | $256,000 | – | 6,259 | +100.0% | 0.12% | – |
| MDLZ | MONDELEZ INTL INCcl a | $255,000 | -5.6% | 4,065 | 0.0% | 0.12% | -18.8% | |
| ATO | ATMOS ENERGY CORP | $251,000 | +14.1% | 2,104 | 0.0% | 0.12% | -1.7% | |
| SBUX | Sell | STARBUCKS CORP | $246,000 | -50.4% | 2,699 | -36.4% | 0.12% | -57.3% |
| HYG | ISHARES TRiboxx hi yd etf | $241,000 | -5.5% | 2,932 | 0.0% | 0.12% | -18.4% | |
| EMR | Sell | EMERSON ELEC CO | $227,000 | -42.1% | 2,318 | -45.0% | 0.11% | -50.0% |
| SYY | Buy | SYSCO CORP | $228,000 | +4.6% | 2,788 | +0.3% | 0.11% | -10.0% |
| PFE | Buy | PFIZER INC | $221,000 | -12.0% | 4,275 | +0.4% | 0.10% | -24.5% |
| LMT | New | LOCKHEED MARTIN CORP | $219,000 | – | 496 | +100.0% | 0.10% | – |
| AMT | AMERICAN TOWER CORP NEW | $219,000 | -13.8% | 870 | 0.0% | 0.10% | -25.7% | |
| NSC | NORFOLK SOUTHN CORP | $217,000 | -4.4% | 761 | 0.0% | 0.10% | -17.6% | |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $213,000 | +1.4% | 2,137 | -9.3% | 0.10% | -12.9% |
| ASML | Sell | ASML HOLDING N V | $211,000 | -15.9% | 315 | -0.3% | 0.10% | -28.1% |
| HON | Sell | HONEYWELL INTL INC | $207,000 | -14.5% | 1,065 | -8.2% | 0.10% | -26.9% |
| XPEV | Buy | XPENG INCads | $206,000 | -31.8% | 7,481 | +24.7% | 0.10% | -41.3% |
| BSCM | Sell | INVESCO EXCH TRD SLF IDX FD | $206,000 | -19.8% | 9,711 | -19.1% | 0.10% | -31.0% |
| MUB | New | ISHARES TRnational mun etf | $204,000 | – | 1,856 | +100.0% | 0.10% | – |
| IUSV | New | ISHARES TRcore s&p us vlu | $201,000 | – | 2,651 | +100.0% | 0.10% | – |
| ARCC | Sell | ARES CAPITAL CORP | $200,000 | -48.8% | 9,529 | -48.4% | 0.10% | -56.0% |
| BKLN | Exit | INVESCO EXCH TRADED FD TR IIsr ln etf | $0 | – | -9,042 | -100.0% | -0.11% | – |
| KO | Exit | COCA COLA CO | $0 | – | -3,609 | -100.0% | -0.12% | – |
| ALLY | Exit | ALLY FINL INC | $0 | – | -4,471 | -100.0% | -0.12% | – |
| BSCN | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -9,914 | -100.0% | -0.12% | – |
| APH | Exit | AMPHENOL CORP NEWcl a | $0 | – | -2,600 | -100.0% | -0.12% | – |
| ZS | Exit | ZSCALER INC | $0 | – | -720 | -100.0% | -0.13% | – |
| AON | Exit | AON PLC | $0 | – | -785 | -100.0% | -0.13% | – |
| KEY | Exit | KEYCORP | $0 | – | -11,008 | -100.0% | -0.14% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -2,775 | -100.0% | -0.14% | – |
| TSLA | Exit | TESLA INC | $0 | – | -263 | -100.0% | -0.15% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -1,200 | -100.0% | -0.17% | – |
| SMMD | Exit | ISHARES TRrusel 2500 etf | $0 | – | -6,206 | -100.0% | -0.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 12.9% |
| AMERICAN CENTY ETF TR | 8 | Q3 2023 | 10.8% |
| AMERICAN CENTY ETF TR | 8 | Q3 2023 | 5.2% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 5.9% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 5.6% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 4.8% |
| ISHARES TR | 8 | Q3 2023 | 4.7% |
| AMERICAN CENTY ETF TR | 8 | Q3 2023 | 3.4% |
| APPLE INC | 8 | Q3 2023 | 3.7% |
| ISHARES TR | 8 | Q3 2023 | 3.3% |
View SC&H Financial Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-10 |
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.