$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DES | WISDOMTREE TRus smallcap divd | $1,859,000 | -11.4% | 65,865 | 0.0% | 0.87% | -13.1% | |
| MKC | MCCORMICK & CO INC | $741,000 | -16.6% | 8,896 | 0.0% | 0.35% | -18.0% | |
| EW | EDWARDS LIFESCIENCES CORP | $596,000 | -19.2% | 6,270 | 0.0% | 0.28% | -20.8% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $409,000 | -22.7% | 1 | 0.0% | 0.19% | -24.2% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $404,000 | -2.4% | 5,300 | 0.0% | 0.19% | -4.6% | |
| PNC | PNC FINL SVCS GROUP INC | $310,000 | -14.4% | 1,964 | 0.0% | 0.14% | -15.7% | |
| MTD | METTLER TOLEDO INTERNATIONAL | $310,000 | -16.4% | 270 | 0.0% | 0.14% | -17.6% | |
| AIZ | ASSURANT INC | $256,000 | -4.8% | 1,480 | 0.0% | 0.12% | -7.0% | |
| TFC | TRUIST FINL CORP | $246,000 | -16.3% | 5,183 | 0.0% | 0.12% | -17.9% | |
| HYG | ISHARES TRiboxx hi yd etf | $216,000 | -10.4% | 2,932 | 0.0% | 0.10% | -12.2% | |
| TROW | PRICE T ROWE GROUP INC | $202,000 | -24.9% | 1,779 | 0.0% | 0.09% | -26.6% |
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.