$214 Million is the total value of SC&H Financial Advisors, Inc.'s 135 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | DIMENSIONAL ETF TRUSTintl core equity | $1,672,000 | – | 77,711 | +100.0% | 0.78% | – | |
| New | DIMENSIONAL ETF TRUSTshort duration f | $1,342,000 | – | 28,620 | +100.0% | 0.63% | – | |
| New | AMERICAN CENTY ETF TRus large cap vlu | $906,000 | – | 19,655 | +100.0% | 0.42% | – | |
| New | DIMENSIONAL ETF TRUSTinflation prote | $666,000 | – | 15,146 | +100.0% | 0.31% | – | |
| New | DIMENSIONAL ETF TRUST | $653,000 | – | 14,969 | +100.0% | 0.30% | – | |
| New | DIMENSIONAL ETF TRUSTintl small cap v | $614,000 | – | 29,184 | +100.0% | 0.29% | – | |
| BIP | New | BROOKFIELD INFRAST PARTNERSlp int unit | $571,000 | – | 14,951 | +100.0% | 0.27% | – |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $488,000 | – | 8,293 | +100.0% | 0.23% | – |
| AVSF | New | AMERICAN CENTY ETF TRavantis shfxdinc | $429,000 | – | 9,156 | +100.0% | 0.20% | – |
| New | DIMENSIONAL ETF TRUSTintl high profit | $323,000 | – | 15,142 | +100.0% | 0.15% | – | |
| New | DIMENSIONAL ETF TRUSTus small cap val | $311,000 | – | 13,767 | +100.0% | 0.14% | – | |
| New | DIMENSIONAL ETF TRUSTemerging mkts co | $243,000 | – | 10,343 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-10
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.