The Analysis of SC&H Financial Advisors, Inc.'s Holdings

Currently, SC&H Financial Advisors, Inc. holds 159 types of securities in its portfolio with a total value $646.4M. In the most recent quarter, they have increased their positions in DFSD (+108.4K shares, valued at $5.2M), DFCF (+70.9K shares, valued at $3.0M), DCOR (+31.9K shares, valued at $2.3M); decreased their positions in VV (-8.1K shares, valued at $2.5M), DFSV (-36.1K shares, valued at $1.2M), AVUS (-10.1K shares, valued at $1.1M); initiated new positions in IXUS (+12.4K shares, valued at $1.0M), MTB (+2.2K shares, valued at $451.7K), VGT (+568 shares, valued at $428.2K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST2.2M shares2.24%2025-12-312026-01-21

AVUS AMERICAN CENTY ETF TR627.8K shares-1.59%2025-12-312026-01-21

DFAU DIMENSIONAL ETF TRUST842.8K shares3.59%2025-12-312026-01-21

DFAI DIMENSIONAL ETF TRUST900.3K shares5.51%2025-12-312026-01-21

DFUS DIMENSIONAL ETF TRUST438.3K shares1.76%2025-12-312026-01-21

DFIC DIMENSIONAL ETF TRUST940.6K shares3.13%2025-12-312026-01-21

DCOR DIMENSIONAL ETF TRUST404.3K shares8.57%2025-12-312026-01-21

AVDE AMERICAN CENTY ETF TR331.8K shares-2.95%2025-12-312026-01-21

Sponsored

DUSB DIMENSIONAL ETF TRUST539.1K shares0.94%2025-12-312026-01-21

AVEM AMERICAN CENTY ETF TR317.6K shares1.02%2025-12-312026-01-21

DFSD DIMENSIONAL ETF TRUST425.5K shares34.18%2025-12-312026-01-21

DFAE DIMENSIONAL ETF TRUST406.5K shares2.12%2025-12-312026-01-21

IVV ISHARES TR16.3K shares-5.35%2025-12-312026-01-21

AAPL APPLE INC40.5K shares7.97%2025-12-312026-01-21

IEFA ISHARES TR119.1K shares-0.65%2025-12-312026-01-21

VV VANGUARD INDEX FDS26.8K shares-23.07%2025-12-312026-01-21

Sponsored

DFCF DIMENSIONAL ETF TRUST197.7K shares55.90%2025-12-312026-01-21

DFEM DIMENSIONAL ETF TRUST241.4K shares7.97%2025-12-312026-01-21

MSFT MICROSOFT CORP16.0K shares-0.49%2025-12-312026-01-21

DFAX DIMENSIONAL ETF TRUST188.2K shares-1.00%2025-12-312026-01-21

DFAT DIMENSIONAL ETF TRUST76.2K shares-1.30%2025-12-312026-01-21

VTI VANGUARD INDEX FDS13.1K shares10.62%2025-12-312026-01-21

SPY SPDR S&P 500 ETF TR6.2K shares7.88%2025-12-312026-01-21

AVUV AMERICAN CENTY ETF TR41.1K shares-1.71%2025-12-312026-01-21

Sponsored

DFAS DIMENSIONAL ETF TRUST56.9K shares2.17%2025-12-312026-01-21

ALPHABET INC ALPHABET INC11.9K shares-10.01%2025-12-312026-01-21

ITOT ISHARES TR22.4K shares-1.41%2025-12-312026-01-21

DFAW DIMENSIONAL ETF TRUST42.8K shares19.67%2025-12-312026-01-21

AVIG AMERICAN CENTY ETF TR74.2K shares7.83%2025-12-312026-01-21

AGG ISHARES TR28.9K shares9.37%2025-12-312026-01-21

REET ISHARES TR114.8K shares-6.03%2025-12-312026-01-21

ALPHABET INC ALPHABET INC8.1K shares-12.50%2025-12-312026-01-21

Sponsored

VCIT VANGUARD SCOTTSDALE FDS29.0K shares-3.09%2025-12-312026-01-21

AVGE AMERICAN CENTY ETF TR27.7K shares1.60%2025-12-312026-01-21

COST COSTCO WHSL CORP NEW2.7K shares0.30%2025-12-312026-01-21

JPM JPMORGAN CHASE & CO.7.0K shares1.03%2025-12-312026-01-21

VT VANGUARD INTL EQUITY INDEX F15.5K shares5.07%2025-12-312026-01-21

V VISA INC6.2K shares0.00%2025-12-312026-01-21

VIG VANGUARD SPECIALIZED FUNDS9.5K shares0.18%2025-12-312026-01-21

IWB ISHARES TR5.3K shares0.06%2025-12-312026-01-21

Sponsored

IEMG ISHARES INC28.8K shares1.34%2025-12-312026-01-21

DIHP DIMENSIONAL ETF TRUST60.5K shares1.88%2025-12-312026-01-21

BSV VANGUARD BD INDEX FDS23.9K shares-5.41%2025-12-312026-01-21

DFSV DIMENSIONAL ETF TRUST54.5K shares-39.89%2025-12-312026-01-21

DFGR DIMENSIONAL ETF TRUST65.3K shares1.98%2025-12-312026-01-21

VBR VANGUARD INDEX FDS7.9K shares8.52%2025-12-312026-01-21

NVDA NVIDIA CORPORATION8.8K shares10.98%2025-12-312026-01-21

AVDV AMERICAN CENTY ETF TR17.4K shares-0.30%2025-12-312026-01-21

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP9.4K shares0.03%2025-12-312026-01-21

VOE VANGUARD INDEX FDS8.9K shares7.18%2025-12-312026-01-21

MA MASTERCARD INCORPORATED2.7K shares-4.91%2025-12-312026-01-21

AMZN AMAZON COM INC6.6K shares25.41%2025-12-312026-01-21

DFLV DIMENSIONAL ETF TRUST44.2K shares-6.92%2025-12-312026-01-21

AVLV AMERICAN CENTY ETF TR19.0K shares-19.19%2025-12-312026-01-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.6K shares0.54%2025-12-312026-01-21

META META PLATFORMS INC2.0K shares8.33%2025-12-312026-01-21

Sponsored

AVRE AMERICAN CENTY ETF TR29.3K shares2.17%2025-12-312026-01-21

VB VANGUARD INDEX FDS4.9K shares1.33%2025-12-312026-01-21

VXUS VANGUARD STAR FDS15.6K shares2.31%2025-12-312026-01-21

DES WISDOMTREE TR34.7K shares-25.26%2025-12-312026-01-21

CINF CINCINNATI FINL CORP6.6K shares0.00%2025-12-312026-01-21

IXUS ISHARES TR12.4K sharesnew addition2025-12-312026-01-21

VOT VANGUARD INDEX FDS3.8K shares3.56%2025-12-312026-01-21

INVESCO QQQ TR INVESCO QQQ TR1.7K shares13.08%2025-12-312026-01-21

Sponsored

EFA ISHARES TR10.6K shares-5.36%2025-12-312026-01-21

VO VANGUARD INDEX FDS3.4K shares4.31%2025-12-312026-01-21

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II13.7K shares-11.55%2025-12-312026-01-21

BROADCOM INC BROADCOM INC2.8K shares-17.97%2025-12-312026-01-21

AVSF AMERICAN CENTY ETF TR19.5K shares-2.62%2025-12-312026-01-21

IJH ISHARES TR13.7K shares-1.06%2025-12-312026-01-21

VXF VANGUARD INDEX FDS4.2K shares7.18%2025-12-312026-01-21

CTAS CINTAS CORP4.6K shares1.85%2025-12-312026-01-21

Sponsored

IJR ISHARES TR7.0K shares0.27%2025-12-312026-01-21

IWM ISHARES TR3.4K shares-2.70%2025-12-312026-01-21

SDY SPDR SERIES TRUST5.9K shares-1.02%2025-12-312026-01-21

UNH UNITEDHEALTH GROUP INC2.4K shares7.33%2025-12-312026-01-21

VANGUARD INDEX FDS VANGUARD INDEX FDS1.2K shares66.58%2025-12-312026-01-21

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-21

DUHP DIMENSIONAL ETF TRUST19.4K shares11.49%2025-12-312026-01-21

MCD MCDONALDS CORP2.3K shares22.20%2025-12-312026-01-21

Sponsored

APH AMPHENOL CORP NEW5.2K shares0.00%2025-12-312026-01-21

WMT WALMART INC6.3K shares7.81%2025-12-312026-01-21

PG PROCTER AND GAMBLE CO4.7K shares0.02%2025-12-312026-01-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T14.4K shares0.14%2025-12-312026-01-21

HD HOME DEPOT INC1.9K shares-25.88%2025-12-312026-01-21

PAYX PAYCHEX INC5.8K shares0.00%2025-12-312026-01-21

LOW LOWES COS INC2.5K shares0.08%2025-12-312026-01-21

TMO THERMO FISHER SCIENTIFIC INC1.0K shares0.00%2025-12-312026-01-21

Sponsored

PLD PROLOGIS INC.4.2K shares0.00%2025-12-312026-01-21

MKC MCCORMICK & CO INC7.7K shares-7.66%2025-12-312026-01-21

GSLC GOLDMAN SACHS ETF TR3.9K shares0.00%2025-12-312026-01-21

DISV DIMENSIONAL ETF TRUST13.5K shares0.00%2025-12-312026-01-21

VEA VANGUARD TAX-MANAGED FDS7.6K shares54.77%2025-12-312026-01-21

IWD ISHARES TR2.1K shares-18.67%2025-12-312026-01-21

MTB M & T BK CORP2.2K sharesnew addition2025-12-312026-01-21

VGT VANGUARD WORLD FD568 sharesnew addition2025-12-312026-01-21

Sponsored

XEL XCEL ENERGY INC5.6K shares0.00%2025-12-312026-01-21

VCSH VANGUARD SCOTTSDALE FDS5.1K shares0.00%2025-12-312026-01-21

GS GOLDMAN SACHS GROUP INC463 shares0.00%2025-12-312026-01-21

BAC BANK AMERICA CORP7.3K shares2.91%2025-12-312026-01-21

AEP AMERICAN ELEC PWR CO INC3.4K shares0.38%2025-12-312026-01-21

VUG VANGUARD INDEX FDS802 shares22.07%2025-12-312026-01-21

VONG VANGUARD SCOTTSDALE FDS3.1K shares0.06%2025-12-312026-01-21

JCI JOHNSON CTLS INTL PLC3.1K sharesnew addition2025-12-312026-01-21

Sponsored

DFIP DIMENSIONAL ETF TRUST8.9K shares13.93%2025-12-312026-01-21

MKC.V MCCORMICK & CO INC5.4K shares0.00%2025-12-312026-01-21

VDE VANGUARD WORLD FD2.9K shares0.25%2025-12-312026-01-21

ISTB ISHARES TR7.4K shares0.72%2025-12-312026-01-21

IUSB ISHARES TR7.7K shares0.40%2025-12-312026-01-21

FENI FIDELITY COVINGTON TRUST9.3K shares0.49%2025-12-312026-01-21

AWK AMERICAN WTR WKS CO INC NEW2.6K shares-2.99%2025-12-312026-01-21

MGK VANGUARD WORLD FD815 sharesnew addition2025-12-312026-01-21

Sponsored

XLC SELECT SECTOR SPDR TR2.9K shares8.14%2025-12-312026-01-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.7K sharesnew addition2025-12-312026-01-21

GLW CORNING INC3.8K shares0.00%2025-12-312026-01-21

JNJ JOHNSON & JOHNSON1.6K shares7.64%2025-12-312026-01-21

IBM INTERNATIONAL BUSINESS MACHS1.1K sharesnew addition2025-12-312026-01-21

TXT TEXTRON INC3.7K shares0.03%2025-12-312026-01-21

FNDX SCHWAB STRATEGIC TR11.8K shares0.44%2025-12-312026-01-21

IUSV ISHARES TR3.1K shares0.39%2025-12-312026-01-21

Sponsored

HCA HCA HEALTHCARE INC676 shares0.00%2025-12-312026-01-21

BLACKSTONE INC BLACKSTONE INC2.0K shares-7.83%2025-12-312026-01-21

CEG CONSTELLATION ENERGY CORP879 shares-0.79%2025-12-312026-01-21

NOC NORTHROP GRUMMAN CORP541 shares0.00%2025-12-312026-01-21

ES EVERSOURCE ENERGY4.5K shares0.04%2025-12-312026-01-21

ABBV ABBVIE INC1.3K shares12.84%2025-12-312026-01-21

KO COCA COLA CO4.3K shares14.60%2025-12-312026-01-21

PHM PULTE GROUP INC2.5K shares0.00%2025-12-312026-01-21

Sponsored

CAT CATERPILLAR INC507 sharesnew addition2025-12-312026-01-21

BIP BROOKFIELD INFRAST PARTNERS8.2K shares0.00%2025-12-312026-01-21

LLY ELI LILLY & CO263 shares0.00%2025-12-312026-01-21

IYY ISHARES TR1.6K shares0.00%2025-12-312026-01-21

EW EDWARDS LIFESCIENCES CORP3.2K shares-8.67%2025-12-312026-01-21

AIZ ASSURANT INC1.1K shares0.00%2025-12-312026-01-21

IWF ISHARES TR563 sharesnew addition2025-12-312026-01-21

AVSC AMERICAN CENTY ETF TR4.5K shares0.87%2025-12-312026-01-21

Sponsored

ADBE ADOBE INC758 shares5.57%2025-12-312026-01-21

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND975 shares0.00%2025-12-312026-01-21

PNC PNC FINL SVCS GROUP INC1.2K shares0.00%2025-12-312026-01-21

VNQ VANGUARD INDEX FDS2.8K shares-1.36%2025-12-312026-01-21

ATO ATMOS ENERGY CORP1.5K shares-48.48%2025-12-312026-01-21

MTD METTLER TOLEDO INTERNATIONAL171 shares-14.93%2025-12-312026-01-21

TSLA TESLA INC524 sharesnew addition2025-12-312026-01-21

MTUM ISHARES TR939 sharesnew addition2025-12-312026-01-21

Sponsored

SBUX STARBUCKS CORP2.8K shares16.76%2025-12-312026-01-21

VBK VANGUARD INDEX FDS772 sharesnew addition2025-12-312026-01-21

FDIG FIDELITY COVINGTON TRUST6.0K sharesnew addition2025-12-312026-01-21

VWO VANGUARD INTL EQUITY INDEX F4.3K shares0.47%2025-12-312026-01-21

NNN NNN REIT INC5.7K shares-26.49%2025-12-312026-01-21

SYY SYSCO CORP3.1K shares0.00%2025-12-312026-01-21

AJG GALLAGHER ARTHUR J & CO862 shares5.77%2025-12-312026-01-21

ACWI ISHARES TR1.6K shares0.00%2025-12-312026-01-21

Sponsored

DFAR DIMENSIONAL ETF TRUST9.6K shares-0.88%2025-12-312026-01-21

TJX TJX COS INC NEW1.4K sharesnew addition2025-12-312026-01-21

ZTS ZOETIS INC1.7K shares-23.19%2025-12-312026-01-21

TROW PRICE T ROWE GROUP INC2.1K shares0.19%2025-12-312026-01-21

DHR DANAHER CORPORATION941 shares-13.27%2025-12-312026-01-21

MDLZ MONDELEZ INTL INC4.0K shares-18.12%2025-12-312026-01-21

MGV VANGUARD WORLD FD1.4K sharesnew addition2025-12-312026-01-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available