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

Currently, SC&H Financial Advisors, Inc. holds 147 types of securities in its portfolio with a total value $613.4M. In the most recent quarter, they have increased their positions in DCOR (+45.1K shares, valued at $3.2M), DFSD (+36.4K shares, valued at $1.8M), DFUS (+18.4K shares, valued at $1.3M); decreased their positions in AVUS (-37.6K shares, valued at $4.1M), VV (-9.8K shares, valued at $3.0M), DFAX (-70.4K shares, valued at $2.2M); initiated new positions in IDYN (+12.5K shares, valued at $1.0M), IUSB (+7.7K shares, valued at $359.5K), MKC.V (+5.4K shares, valued at $358.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST2.1M shares-0.01%2025-09-302025-10-21

AVUS AMERICAN CENTY ETF TR637.9K shares-5.56%2025-09-302025-10-21

DFAU DIMENSIONAL ETF TRUST813.5K shares0.13%2025-09-302025-10-21

DFUS DIMENSIONAL ETF TRUST430.7K shares4.46%2025-09-302025-10-21

DFAI DIMENSIONAL ETF TRUST853.3K shares4.35%2025-09-302025-10-21

DFIC DIMENSIONAL ETF TRUST912.0K shares3.28%2025-09-302025-10-21

DUSB DIMENSIONAL ETF TRUST534.1K shares-5.04%2025-09-302025-10-21

AVDE AMERICAN CENTY ETF TR341.9K shares-4.53%2025-09-302025-10-21

Sponsored

DCOR DIMENSIONAL ETF TRUST372.4K shares13.76%2025-09-302025-10-21

AVEM AMERICAN CENTY ETF TR314.4K shares0.44%2025-09-302025-10-21

DFSD DIMENSIONAL ETF TRUST317.1K shares12.99%2025-09-302025-10-21

DFAE DIMENSIONAL ETF TRUST398.1K shares5.28%2025-09-302025-10-21

IVV ISHARES TR17.3K shares-8.97%2025-09-302025-10-21

VV VANGUARD INDEX FDS34.9K shares-21.91%2025-09-302025-10-21

IEFA ISHARES TR119.8K shares0.07%2025-09-302025-10-21

AAPL APPLE INC37.5K shares-7.07%2025-09-302025-10-21

Sponsored

MSFT MICROSOFT CORP16.1K shares-4.24%2025-09-302025-10-21

DFEM DIMENSIONAL ETF TRUST223.6K shares3.04%2025-09-302025-10-21

DFAX DIMENSIONAL ETF TRUST190.1K shares-27.02%2025-09-302025-10-21

DFCF DIMENSIONAL ETF TRUST126.8K shares16.73%2025-09-302025-10-21

DFAT DIMENSIONAL ETF TRUST77.2K shares-0.28%2025-09-302025-10-21

AVUV AMERICAN CENTY ETF TR41.8K shares-19.77%2025-09-302025-10-21

VTI VANGUARD INDEX FDS11.9K shares-3.83%2025-09-302025-10-21

SPY SPDR S&P 500 ETF TR5.7K shares-0.92%2025-09-302025-10-21

Sponsored

DFAS DIMENSIONAL ETF TRUST55.7K shares-1.34%2025-09-302025-10-21

ITOT ISHARES TR22.7K shares-0.36%2025-09-302025-10-21

GOOGL ALPHABET INC13.2K shares0.16%2025-09-302025-10-21

REET ISHARES TR122.1K shares-3.41%2025-09-302025-10-21

AVIG AMERICAN CENTY ETF TR68.8K shares4.49%2025-09-302025-10-21

DFSV DIMENSIONAL ETF TRUST90.6K shares-14.76%2025-09-302025-10-21

AGG ISHARES TR26.4K shares18.01%2025-09-302025-10-21

DFAW DIMENSIONAL ETF TRUST35.8K shares-3.88%2025-09-302025-10-21

Sponsored

VCIT VANGUARD SCOTTSDALE FDS29.9K shares-0.57%2025-09-302025-10-21

COST COSTCO WHSL CORP NEW2.7K shares-1.23%2025-09-302025-10-21

AVGE AMERICAN CENTY ETF TR27.3K shares-3.07%2025-09-302025-10-21

GOOG ALPHABET INC9.2K shares-7.87%2025-09-302025-10-21

JPM JPMORGAN CHASE & CO.6.9K shares-0.97%2025-09-302025-10-21

V VISA INC6.2K shares-2.13%2025-09-302025-10-21

VIG VANGUARD SPECIALIZED FUNDS9.5K shares-34.61%2025-09-302025-10-21

VT VANGUARD INTL EQUITY INDEX F14.7K shares-9.13%2025-09-302025-10-21

Sponsored

BSV VANGUARD BD INDEX FDS25.2K shares0.88%2025-09-302025-10-21

IWB ISHARES TR5.3K shares0.04%2025-09-302025-10-21

IEMG ISHARES INC28.4K shares-5.20%2025-09-302025-10-21

DIHP DIMENSIONAL ETF TRUST59.3K shares0.07%2025-09-302025-10-21

DFGR DIMENSIONAL ETF TRUST64.1K shares0.70%2025-09-302025-10-21

AVLV AMERICAN CENTY ETF TR23.5K shares0.25%2025-09-302025-10-21

MA MASTERCARD INCORPORATED2.9K shares0.14%2025-09-302025-10-21

DES WISDOMTREE TR46.4K shares0.25%2025-09-302025-10-21

Sponsored

DFLV DIMENSIONAL ETF TRUST47.5K shares-23.34%2025-09-302025-10-21

AVDV AMERICAN CENTY ETF TR17.4K shares0.00%2025-09-302025-10-21

VBR VANGUARD INDEX FDS7.3K shares-6.05%2025-09-302025-10-21

NVDA NVIDIA CORPORATION7.9K shares-13.88%2025-09-302025-10-21

VOE VANGUARD INDEX FDS8.3K shares-9.57%2025-09-302025-10-21

META META PLATFORMS INC1.8K shares-5.38%2025-09-302025-10-21

BRK.B BERKSHIRE HATHAWAY INC DEL2.6K shares-2.79%2025-09-302025-10-21

AVRE AMERICAN CENTY ETF TR28.7K shares7.00%2025-09-302025-10-21

Sponsored

LRCX LAM RESEARCH CORP9.4K shares0.30%2025-09-302025-10-21

VB VANGUARD INDEX FDS4.8K shares-10.77%2025-09-302025-10-21

AMZN AMAZON COM INC5.2K shares-5.75%2025-09-302025-10-21

SPLV INVESCO EXCH TRADED FD TR II15.5K shares0.19%2025-09-302025-10-21

AVGO BROADCOM INC3.4K shares2.03%2025-09-302025-10-21

VXUS VANGUARD STAR FDS15.2K shares-1.96%2025-09-302025-10-21

VOT VANGUARD INDEX FDS3.6K shares1.43%2025-09-302025-10-21

EFA ISHARES TR11.2K shares-4.40%2025-09-302025-10-21

Sponsored

CINF CINCINNATI FINL CORP6.6K shares0.00%2025-09-302025-10-21

HD HOME DEPOT INC2.6K shares0.55%2025-09-302025-10-21

IDYN BLACKROCK ETF TRUST12.5K sharesnew addition2025-09-302025-10-21

VO VANGUARD INDEX FDS3.2K shares-0.22%2025-09-302025-10-21

AVSF AMERICAN CENTY ETF TR20.0K shares-1.15%2025-09-302025-10-21

CTAS CINTAS CORP4.5K shares-0.70%2025-09-302025-10-21

IJH ISHARES TR13.9K shares0.50%2025-09-302025-10-21

QQQ INVESCO QQQ TR1.5K shares10.88%2025-09-302025-10-21

Sponsored

IWM ISHARES TR3.5K shares-26.05%2025-09-302025-10-21

SDY SPDR SERIES TRUST6.0K shares-6.77%2025-09-302025-10-21

IJR ISHARES TR7.0K shares-3.67%2025-09-302025-10-21

VXF VANGUARD INDEX FDS4.0K shares-5.95%2025-09-302025-10-21

UNH UNITEDHEALTH GROUP INC2.3K shares-0.75%2025-09-302025-10-21

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-10-21

PAYX PAYCHEX INC5.8K shares0.00%2025-09-302025-10-21

PG PROCTER AND GAMBLE CO4.7K shares-19.35%2025-09-302025-10-21

Sponsored

DUHP DIMENSIONAL ETF TRUST17.4K shares-28.28%2025-09-302025-10-21

PRF INVESCO EXCHANGE TRADED FD T14.4K shares0.16%2025-09-302025-10-21

APH AMPHENOL CORP NEW5.2K shares0.00%2025-09-302025-10-21

LOW LOWES COS INC2.5K shares-12.17%2025-09-302025-10-21

WMT WALMART INC5.8K shares-41.99%2025-09-302025-10-21

MCD MCDONALDS CORP1.9K shares0.00%2025-09-302025-10-21

MKC MCCORMICK & CO INC8.4K shares-2.33%2025-09-302025-10-21

IWD ISHARES TR2.6K shares0.23%2025-09-302025-10-21

Sponsored

GSLC GOLDMAN SACHS ETF TR3.9K shares0.00%2025-09-302025-10-21

TMO THERMO FISHER SCIENTIFIC INC1.0K shares0.00%2025-09-302025-10-21

PLD PROLOGIS INC.4.2K shares0.00%2025-09-302025-10-21

ATO ATMOS ENERGY CORP2.8K shares0.00%2025-09-302025-10-21

DISV DIMENSIONAL ETF TRUST13.5K shares0.00%2025-09-302025-10-21

VOO VANGUARD INDEX FDS745 shares-2.36%2025-09-302025-10-21

XEL XCEL ENERGY INC5.6K shares0.00%2025-09-302025-10-21

VCSH VANGUARD SCOTTSDALE FDS5.1K shares-2.37%2025-09-302025-10-21

Sponsored

AEP AMERICAN ELEC PWR CO INC3.4K shares-10.38%2025-09-302025-10-21

BX BLACKSTONE INC2.2K shares1.84%2025-09-302025-10-21

VONG VANGUARD SCOTTSDALE FDS3.1K shares0.06%2025-09-302025-10-21

AWK AMERICAN WTR WKS CO INC NEW2.7K shares0.00%2025-09-302025-10-21

GS GOLDMAN SACHS GROUP INC463 shares0.00%2025-09-302025-10-21

BAC BANK AMERICA CORP7.1K shares-11.59%2025-09-302025-10-21

IUSB ISHARES TR7.7K sharesnew addition2025-09-302025-10-21

VDE VANGUARD WORLD FD2.9K shares0.18%2025-09-302025-10-21

Sponsored

MKC.V MCCORMICK & CO INC5.4K sharesnew addition2025-09-302025-10-21

ISTB ISHARES TR7.3K shares-0.56%2025-09-302025-10-21

NNN NNN REIT INC7.8K shares0.00%2025-09-302025-10-21

DFIP DIMENSIONAL ETF TRUST7.8K shares0.85%2025-09-302025-10-21

NOC NORTHROP GRUMMAN CORP541 shares0.19%2025-09-302025-10-21

PHM PULTE GROUP INC2.5K shares0.00%2025-09-302025-10-21

ZTS ZOETIS INC2.2K shares0.00%2025-09-302025-10-21

FENI FIDELITY COVINGTON TRUST9.2K shares0.23%2025-09-302025-10-21

Sponsored

ES EVERSOURCE ENERGY4.5K shares0.02%2025-09-302025-10-21

VUG VANGUARD INDEX FDS657 shares0.00%2025-09-302025-10-21

XLC SELECT SECTOR SPDR TR2.6K shares0.00%2025-09-302025-10-21

TXT TEXTRON INC3.7K shares0.00%2025-09-302025-10-21

GLW CORNING INC3.8K sharesnew addition2025-09-302025-10-21

FNDX SCHWAB STRATEGIC TR11.7K shares0.42%2025-09-302025-10-21

IUSV ISHARES TR3.1K shares0.33%2025-09-302025-10-21

MDLZ MONDELEZ INTL INC4.9K shares-25.67%2025-09-302025-10-21

Sponsored

VEA VANGUARD TAX-MANAGED FDS4.9K shares0.08%2025-09-302025-10-21

CEG CONSTELLATION ENERGY CORP886 shares-35.70%2025-09-302025-10-21

HCA HCA HEALTHCARE INC676 shares0.00%2025-09-302025-10-21

MO ALTRIA GROUP INC4.3K shares0.00%2025-09-302025-10-21

ABBV ABBVIE INC1.2K shares0.60%2025-09-302025-10-21

JNJ JOHNSON & JOHNSON1.5K shares-8.89%2025-09-302025-10-21

EW EDWARDS LIFESCIENCES CORP3.5K shares0.00%2025-09-302025-10-21

BIP BROOKFIELD INFRAST PARTNERS8.2K shares0.00%2025-09-302025-10-21

Sponsored

IYY ISHARES TR1.6K shares0.00%2025-09-302025-10-21

AVSC AMERICAN CENTY ETF TR4.5K shares0.18%2025-09-302025-10-21

VNQ VANGUARD INDEX FDS2.8K shares0.79%2025-09-302025-10-21

SYY SYSCO CORP3.1K shares0.00%2025-09-302025-10-21

ADBE ADOBE INC718 shares-23.62%2025-09-302025-10-21

AJG GALLAGHER ARTHUR J & CO815 shares0.00%2025-09-302025-10-21

KO COCA COLA CO3.7K shares-4.61%2025-09-302025-10-21

MTD METTLER TOLEDO INTERNATIONAL201 shares0.00%2025-09-302025-10-21

Sponsored

ACN ACCENTURE PLC IRELAND975 shares0.00%2025-09-302025-10-21

AIZ ASSURANT INC1.1K shares0.00%2025-09-302025-10-21

PNC PNC FINL SVCS GROUP INC1.2K shares0.00%2025-09-302025-10-21

DFAR DIMENSIONAL ETF TRUST9.7K shares-18.66%2025-09-302025-10-21

VWO VANGUARD INTL EQUITY INDEX F4.3K shares-19.93%2025-09-302025-10-21

ESGU ISHARES TR1.6K shares0.25%2025-09-302025-10-21

ACWI ISHARES TR1.6K shares0.00%2025-09-302025-10-21

TROW PRICE T ROWE GROUP INC2.1K shares-44.56%2025-09-302025-10-21

Sponsored

DHR DANAHER CORPORATION1.1K shares0.00%2025-09-302025-10-21

SBUX STARBUCKS CORP2.4K shares-12.15%2025-09-302025-10-21

LLY ELI LILLY & CO263 shares0.77%2025-09-302025-10-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available