SC&H Financial Advisors, Inc. - Q3 2023 holdings

$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 NewFEDEX CORP$212,731803
+100.0%
0.07%
KO NewCOCA COLA CO$210,6353,763
+100.0%
0.07%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-10-30
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
DIMENSIONAL ETF TRUST8Q3 202312.9%
AMERICAN CENTY ETF TR8Q3 202310.8%
AMERICAN CENTY ETF TR8Q3 20235.2%
VANGUARD INDEX FDS8Q3 20235.9%
DIMENSIONAL ETF TRUST8Q3 20235.6%
DIMENSIONAL ETF TRUST8Q3 20234.8%
ISHARES TR8Q3 20234.7%
AMERICAN CENTY ETF TR8Q3 20233.4%
APPLE INC8Q3 20233.7%
ISHARES TR8Q3 20233.3%

View SC&H Financial Advisors, Inc.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-01
13F-HR2023-10-30
13F-HR2023-08-07
13F-HR2023-05-12
13F-HR2023-02-10
13F-HR2022-11-09
13F-HR2022-08-10
13F-HR2022-05-10
13F-HR2022-02-10

View SC&H Financial Advisors, Inc.'s complete filings history.

Export SC&H Financial Advisors, Inc.'s holdings