$301 Million is the total value of SC&H Financial Advisors, Inc.'s 130 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
FDX | New | FEDEX CORP | $212,731 | – | 803 | +100.0% | 0.07% | – |
KO | New | COCA COLA CO | $210,635 | – | 3,763 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-30
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 | 2024-02-01 |
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.