$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 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
FNDX | Exit | SCHWAB STRATEGIC TRschwab fdt us lg | $0 | – | -3,482 | -100.0% | -0.07% | – |
VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -4,358 | -100.0% | -0.07% | – |
AVGO | Exit | BROADCOM INC | $0 | – | -238 | -100.0% | -0.07% | – |
DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -2,309 | -100.0% | -0.07% | – |
SYY | Exit | SYSCO CORP | $0 | – | -2,826 | -100.0% | -0.07% | – |
VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -3,592 | -100.0% | -0.07% | – |
VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -2,609 | -100.0% | -0.07% | – |
QCOM | Exit | QUALCOMM INC | $0 | – | -1,952 | -100.0% | -0.08% | – |
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.