$200 Million is the total value of SC&H Financial Advisors, Inc.'s 126 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -1,779 | -100.0% | -0.09% | – |
| BSCM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -9,715 | -100.0% | -0.10% | – |
| PFE | Exit | PFIZER INC | $0 | – | -4,094 | -100.0% | -0.10% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -2,932 | -100.0% | -0.10% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -2,795 | -100.0% | -0.11% | – |
| AIZ | Exit | ASSURANT INC | $0 | – | -1,480 | -100.0% | -0.12% | – |
| INTC | Exit | INTEL CORP | $0 | – | -7,963 | -100.0% | -0.14% | – |
| MAA | Exit | MID-AMER APT CMNTYS INC | $0 | – | -1,736 | -100.0% | -0.14% | – |
| SPHQ | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $0 | – | -8,098 | -100.0% | -0.16% | – |
| Exit | AMERICAN CENTY ETF TRreal estate etf | $0 | – | -9,717 | -100.0% | -0.20% | – | |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -2,900 | -100.0% | -0.25% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -12,520 | -100.0% | -0.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-09
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.