Sponsored

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

Currently, SC&H Financial Advisors, Inc. holds 155 types of securities in its portfolio with a total value $663.2M. In the most recent quarter, they have increased their positions in DUSB (+68.2K shares, valued at $3.5M), DFSD (+58.7K shares, valued at $2.8M), VV (+6.0K shares, valued at $1.8M); decreased their positions in IEFA (-2.8K shares, valued at $252.7K), REET (-5.1K shares, valued at $129.1K), IVV (-196 shares, valued at $128.0K); initiated new positions in VLO (+940 shares, valued at $232.3K), N/A (+442 shares, valued at $219.1K).

1M P&L

+25.3M+3.64%

3M P&L

+21.8M+3.12%

HY P&L

+59.2M+8.97%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A600.3M

92.7%

2Consumer Electronics10.2M

1.6%

3Software - Infrastructure5.8M

0.9%

Top Industries by Stock Count

1N/A87 stocks

60.8%

2Drug Manufacturers - General3 stocks

2.1%

3Utilities - Regulated Electric3 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST2.2M shares0.50%2026-03-312026-04-23

AVUS AMERICAN CENTY ETF TR635.8K shares1.27%2026-03-312026-04-23

DFAU DIMENSIONAL ETF TRUST873.3K shares3.62%2026-03-312026-04-23

DFAI DIMENSIONAL ETF TRUST932.2K shares3.54%2026-03-312026-04-23

DFIC DIMENSIONAL ETF TRUST963.8K shares2.47%2026-03-312026-04-23

DFUS DIMENSIONAL ETF TRUST454.2K shares3.62%2026-03-312026-04-23

DUSB DIMENSIONAL ETF TRUST607.3K shares12.65%2026-03-312026-04-23

DCOR DIMENSIONAL ETF TRUST423.9K shares4.86%2026-03-312026-04-23

Sponsored

AVDE AMERICAN CENTY ETF TR330.7K shares-0.34%2026-03-312026-04-23

AVEM AMERICAN CENTY ETF TR320.1K shares0.79%2026-03-312026-04-23

DFSD DIMENSIONAL ETF TRUST484.2K shares13.80%2026-03-312026-04-23

DFAE DIMENSIONAL ETF TRUST421.3K shares3.63%2026-03-312026-04-23

IVV ISHARES TR16.1K shares-1.20%2026-03-312026-04-23

IEFA ISHARES TR116.3K shares-2.34%2026-03-312026-04-23

AAPL APPLE INC40.2K shares-0.62%2026-03-312026-04-23

VV VANGUARD INDEX FDS32.9K shares22.53%2026-03-312026-04-23

Sponsored

DFCF DIMENSIONAL ETF TRUST227.6K shares15.10%2026-03-312026-04-23

DFEM DIMENSIONAL ETF TRUST249.1K shares3.17%2026-03-312026-04-23

DFAX DIMENSIONAL ETF TRUST224.2K shares19.12%2026-03-312026-04-23

MSFT MICROSOFT CORP15.7K shares-2.06%2026-03-312026-04-23

DFAT DIMENSIONAL ETF TRUST74.6K shares-2.13%2026-03-312026-04-23

AVUV AMERICAN CENTY ETF TR40.6K shares-1.19%2026-03-312026-04-23

VTI VANGUARD INDEX FDS13.1K shares-0.40%2026-03-312026-04-23

DFAS DIMENSIONAL ETF TRUST57.5K shares1.02%2026-03-312026-04-23

Sponsored

SPY STATE STR SPDR S&P 500 ETF T6.2K shares0.05%2026-03-312026-04-23

AVIG AMERICAN CENTY ETF TR87.4K shares17.69%2026-03-312026-04-23

DFAW DIMENSIONAL ETF TRUST49.2K shares14.89%2026-03-312026-04-23

ALPHABET INC ALPHABET INC12.3K shares3.02%2026-03-312026-04-23

AGG ISHARES TR33.6K shares16.50%2026-03-312026-04-23

ITOT ISHARES TR21.7K shares-3.24%2026-03-312026-04-23

REET ISHARES TR109.6K shares-4.47%2026-03-312026-04-23

AVGE AMERICAN CENTY ETF TR30.2K shares8.99%2026-03-312026-04-23

Sponsored

COST COSTCO WHOLESALE CORPORATION2.7K shares0.00%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.1K shares94.30%2026-03-312026-04-23

VCIT VANGUARD SCOTTSDALE FDS28.8K shares-0.39%2026-03-312026-04-23

ALPHABET INC ALPHABET INC8.0K shares-0.42%2026-03-312026-04-23

DFSV DIMENSIONAL ETF TRUST60.5K shares10.98%2026-03-312026-04-23

VT VANGUARD INTL EQUITY INDEX F15.2K shares-1.70%2026-03-312026-04-23

DFLV DIMENSIONAL ETF TRUST58.2K shares31.76%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO7.0K shares0.01%2026-03-312026-04-23

Sponsored

VIG VANGUARD SPECIALIZED FUNDS9.5K shares0.05%2026-03-312026-04-23

LAM RESEARCH CORP LAM RESEARCH CORP9.4K shares0.02%2026-03-312026-04-23

AVLV AMERICAN CENTY ETF TR24.9K shares31.23%2026-03-312026-04-23

IEMG ISHARES INC28.8K shares-0.17%2026-03-312026-04-23

V VISA INC6.6K shares7.90%2026-03-312026-04-23

DIHP DIMENSIONAL ETF TRUST60.5K shares0.08%2026-03-312026-04-23

IWB ISHARES TR5.3K shares0.04%2026-03-312026-04-23

BSV VANGUARD BD INDEX FDS24.0K shares0.42%2026-03-312026-04-23

Sponsored

DFGR DIMENSIONAL ETF TRUST67.4K shares3.14%2026-03-312026-04-23

NVDA NVIDIA CORPORATION10.1K shares14.69%2026-03-312026-04-23

AVDV AMERICAN CENTY ETF TR17.4K shares0.02%2026-03-312026-04-23

VBR VANGUARD INDEX FDS8.0K shares0.16%2026-03-312026-04-23

AMZN AMAZON COM INC8.0K shares21.38%2026-03-312026-04-23

VOE VANGUARD INDEX FDS8.9K shares0.06%2026-03-312026-04-23

MA MASTERCARD INCORPORATED2.7K shares0.00%2026-03-312026-04-23

AVSF AMERICAN CENTY ETF TR28.8K shares47.71%2026-03-312026-04-23

Sponsored

VB VANGUARD INDEX FDS4.9K shares0.14%2026-03-312026-04-23

DES WISDOMTREE TR34.2K shares-1.37%2026-03-312026-04-23

AVRE AMERICAN CENTY ETF TR27.0K shares-7.99%2026-03-312026-04-23

META META PLATFORMS INC2.0K shares0.30%2026-03-312026-04-23

VXUS VANGUARD STAR FDS14.7K shares-5.64%2026-03-312026-04-23

IXUS ISHARES TR12.4K shares0.06%2026-03-312026-04-23

EFA ISHARES TR10.8K shares1.76%2026-03-312026-04-23

CINF CINCINNATI FINL CORP6.6K shares0.00%2026-03-312026-04-23

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.8K shares3.48%2026-03-312026-04-23

VO VANGUARD INDEX FDS3.4K shares0.00%2026-03-312026-04-23

VOT VANGUARD INDEX FDS3.8K shares0.00%2026-03-312026-04-23

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II13.1K shares-4.86%2026-03-312026-04-23

IJH ISHARES TR13.7K shares0.09%2026-03-312026-04-23

VXF VANGUARD INDEX FDS4.3K shares0.66%2026-03-312026-04-23

IJR ISHARES TR7.0K shares-0.06%2026-03-312026-04-23

BROADCOM INC BROADCOM INC2.8K shares0.00%2026-03-312026-04-23

Sponsored

SDY SPDR SERIES TRUST5.9K shares0.03%2026-03-312026-04-23

IWM ISHARES TR3.4K shares-0.79%2026-03-312026-04-23

CTAS CINTAS CORP4.6K shares0.02%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares2.34%2026-03-312026-04-23

MCD MCDONALDS CORP2.3K shares0.00%2026-03-312026-04-23

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-23

DUHP DIMENSIONAL ETF TRUST18.7K shares-3.29%2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T14.4K shares0.15%2026-03-312026-04-23

Sponsored

PG PROCTER & GAMBLE CO4.7K shares-1.31%2026-03-312026-04-23

WMT WALMART INC5.3K shares-15.11%2026-03-312026-04-23

APH AMPHENOL CORP5.2K shares0.00%2026-03-312026-04-23

UNH UNITEDHEALTH GROUP INC2.4K shares0.08%2026-03-312026-04-23

HD HOME DEPOT INC1.9K shares0.00%2026-03-312026-04-23

PLD PROLOGIS INC.4.2K shares0.00%2026-03-312026-04-23

PAYX PAYCHEX INC5.9K shares1.29%2026-03-312026-04-23

DISV DIMENSIONAL ETF TRUST13.5K shares0.00%2026-03-312026-04-23

Sponsored

GLW CORNING INC3.8K shares0.53%2026-03-312026-04-23

LOW LOWES COS INC2.2K shares-13.93%2026-03-312026-04-23

TMO THERMO FISHER SCIENTIFIC INC1.0K shares0.00%2026-03-312026-04-23

VDE VANGUARD WORLD FD2.9K shares0.14%2026-03-312026-04-23

GSLC GOLDMAN SACHS ETF TR3.9K shares0.00%2026-03-312026-04-23

VEA VANGUARD TAX-MANAGED FDS7.6K shares0.08%2026-03-312026-04-23

MTB M & T BK CORP2.2K shares0.00%2026-03-312026-04-23

IWD ISHARES TR2.2K shares0.28%2026-03-312026-04-23

Sponsored

AEP AMERICAN ELEC PWR CO INC3.4K shares0.35%2026-03-312026-04-23

XEL XCEL ENERGY INC5.6K shares0.00%2026-03-312026-04-23

JCI JOHNSON CONTROLS INTERNATION3.1K shares0.35%2026-03-312026-04-23

VCSH VANGUARD SCOTTSDALE FDS5.1K shares0.00%2026-03-312026-04-23

VGT VANGUARD WORLD FD569 shares0.18%2026-03-312026-04-23

GS GOLDMAN SACHS GROUP INC464 shares0.22%2026-03-312026-04-23

MKC MCCORMICK & CO INC7.7K shares0.00%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON1.6K shares0.06%2026-03-312026-04-23

Sponsored

DFIP DIMENSIONAL ETF TRUST8.9K shares0.00%2026-03-312026-04-23

NOC NORTHROP GRUMMAN CORP542 shares0.18%2026-03-312026-04-23

CAT CATERPILLAR INC507 shares0.00%2026-03-312026-04-23

ISTB ISHARES TR7.4K shares0.37%2026-03-312026-04-23

IUSB ISHARES TR7.7K shares0.19%2026-03-312026-04-23

AWK AMERICAN WTR WKS CO INC NEW2.6K shares0.00%2026-03-312026-04-23

VUG VANGUARD INDEX FDS802 shares0.00%2026-03-312026-04-23

FENI FIDELITY COVINGTON TRUST9.3K shares0.37%2026-03-312026-04-23

Sponsored

VONG VANGUARD SCOTTSDALE FDS3.1K shares0.00%2026-03-312026-04-23

BAC BANK AMERICA CORP6.9K shares-6.18%2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.7K shares0.00%2026-03-312026-04-23

FNDX SCHWAB STRATEGIC TR11.8K shares0.41%2026-03-312026-04-23

KO COCA COLA CO4.3K shares0.00%2026-03-312026-04-23

TXT TEXTRON INC3.7K shares0.03%2026-03-312026-04-23

HCA HCA HEALTHCARE INC676 shares0.00%2026-03-312026-04-23

XLC SELECT SECTOR SPDR TR2.9K shares0.00%2026-03-312026-04-23

Sponsored

IUSV ISHARES TR3.1K shares-0.48%2026-03-312026-04-23

ES EVERSOURCE ENERGY4.5K shares0.02%2026-03-312026-04-23

PNC PNC FINL SVCS GROUP INC1.5K shares25.58%2026-03-312026-04-23

BIP BROOKFIELD INFRASTRUCTURE PA8.2K shares0.00%2026-03-312026-04-23

PHM PULTE GROUP INC2.5K shares0.00%2026-03-312026-04-23

ABBV ABBVIE INC1.3K shares0.00%2026-03-312026-04-23

AVSC AMERICAN CENTY ETF TR4.5K shares0.07%2026-03-312026-04-23

MDLZ MONDELEZ INTL INC4.8K shares20.85%2026-03-312026-04-23

Sponsored

LLY ELI LILLY & CO296 shares12.55%2026-03-312026-04-23

MKC.V MCCORMICK & CO INC5.4K shares0.00%2026-03-312026-04-23

MGK VANGUARD WORLD FD736 shares-9.69%2026-03-312026-04-23

ATO ATMOS ENERGY CORP1.5K shares0.00%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS1.1K shares0.00%2026-03-312026-04-23

IYY ISHARES TR1.6K shares0.00%2026-03-312026-04-23

EW EDWARDS LIFESCIENCES CORP3.2K shares0.00%2026-03-312026-04-23

SBUX STARBUCKS CORP2.8K shares0.00%2026-03-312026-04-23

Sponsored

VNQ VANGUARD INDEX FDS2.8K shares0.33%2026-03-312026-04-23

CEG CONSTELLATION ENERGY CORP879 shares0.00%2026-03-312026-04-23

AIZ ASSURANT INC1.1K shares0.00%2026-03-312026-04-23

NNN NNN REIT INC5.7K shares0.00%2026-03-312026-04-23

IWF ISHARES TR563 shares0.00%2026-03-312026-04-23

VBK VANGUARD INDEX FDS772 shares0.00%2026-03-312026-04-23

VLO VALERO ENERGY CORP940 sharesnew addition2026-03-312026-04-23

VWO VANGUARD INTL EQUITY INDEX F4.3K shares0.00%2026-03-312026-04-23

Sponsored

BLACKSTONE INC BLACKSTONE INC2.0K shares-2.01%2026-03-312026-04-23

DFAR DIMENSIONAL ETF TRUST9.7K shares0.22%2026-03-312026-04-23

TJX TJX COS INC NEW1.4K shares0.00%2026-03-312026-04-23

MTUM ISHARES TR940 shares0.11%2026-03-312026-04-23

SYY SYSCO CORP3.1K shares0.00%2026-03-312026-04-23

LINDE PLC LINDE PLC442 sharesnew addition2026-03-312026-04-23

ACWI ISHARES TR1.6K shares0.00%2026-03-312026-04-23

MTD METTLER TOLEDO INTERNATIONAL171 shares0.00%2026-03-312026-04-23

Sponsored

MGV VANGUARD WORLD FD1.4K shares0.00%2026-03-312026-04-23

TSLA TESLA INC561 shares7.06%2026-03-312026-04-23

ZTS ZOETIS INC1.7K shares0.00%2026-03-312026-04-23

DFAC

DIMENSIONAL ETF TRUST

0.50%

Shares2.2M

Event2026-03-31

Filed2026-04-23

AVUS

AMERICAN CENTY ETF TR

1.27%

Shares635.8K

Event2026-03-31

Filed2026-04-23

DFAU

DIMENSIONAL ETF TRUST

3.62%

Shares873.3K

Event2026-03-31

Filed2026-04-23

DFAI

DIMENSIONAL ETF TRUST

3.54%

Shares932.2K

Event2026-03-31

Filed2026-04-23

DFIC

DIMENSIONAL ETF TRUST

2.47%

Shares963.8K

Event2026-03-31

Filed2026-04-23

DFUS

DIMENSIONAL ETF TRUST

3.62%

Shares454.2K

Event2026-03-31

Filed2026-04-23

DUSB

DIMENSIONAL ETF TRUST

12.65%

Shares607.3K

Event2026-03-31

Filed2026-04-23

DCOR

DIMENSIONAL ETF TRUST

4.86%

Shares423.9K

Event2026-03-31

Filed2026-04-23

AVDE

AMERICAN CENTY ETF TR

-0.34%

Shares330.7K

Event2026-03-31

Filed2026-04-23

AVEM

AMERICAN CENTY ETF TR

0.79%

Shares320.1K

Event2026-03-31

Filed2026-04-23

DFSD

DIMENSIONAL ETF TRUST

13.80%

Shares484.2K

Event2026-03-31

Filed2026-04-23

DFAE

DIMENSIONAL ETF TRUST

3.63%

Shares421.3K

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

-1.20%

Shares16.1K

Event2026-03-31

Filed2026-04-23

IEFA

ISHARES TR

-2.34%

Shares116.3K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-0.62%

Shares40.2K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

22.53%

Shares32.9K

Event2026-03-31

Filed2026-04-23

DFCF

DIMENSIONAL ETF TRUST

15.10%

Shares227.6K

Event2026-03-31

Filed2026-04-23

DFEM

DIMENSIONAL ETF TRUST

3.17%

Shares249.1K

Event2026-03-31

Filed2026-04-23

DFAX

DIMENSIONAL ETF TRUST

19.12%

Shares224.2K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

-2.06%

Shares15.7K

Event2026-03-31

Filed2026-04-23

DFAT

DIMENSIONAL ETF TRUST

-2.13%

Shares74.6K

Event2026-03-31

Filed2026-04-23

AVUV

AMERICAN CENTY ETF TR

-1.19%

Shares40.6K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

-0.40%

Shares13.1K

Event2026-03-31

Filed2026-04-23

DFAS

DIMENSIONAL ETF TRUST

1.02%

Shares57.5K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

0.05%

Shares6.2K

Event2026-03-31

Filed2026-04-23

AVIG

AMERICAN CENTY ETF TR

17.69%

Shares87.4K

Event2026-03-31

Filed2026-04-23

DFAW

DIMENSIONAL ETF TRUST

14.89%

Shares49.2K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

3.02%

Shares12.3K

Event2026-03-31

Filed2026-04-23

AGG

ISHARES TR

16.50%

Shares33.6K

Event2026-03-31

Filed2026-04-23

ITOT

ISHARES TR

-3.24%

Shares21.7K

Event2026-03-31

Filed2026-04-23

REET

ISHARES TR

-4.47%

Shares109.6K

Event2026-03-31

Filed2026-04-23

AVGE

AMERICAN CENTY ETF TR

8.99%

Shares30.2K

Event2026-03-31

Filed2026-04-23

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

94.30%

Shares5.1K

Event2026-03-31

Filed2026-04-23

VCIT

VANGUARD SCOTTSDALE FDS

-0.39%

Shares28.8K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-0.42%

Shares8.0K

Event2026-03-31

Filed2026-04-23

DFSV

DIMENSIONAL ETF TRUST

10.98%

Shares60.5K

Event2026-03-31

Filed2026-04-23

VANGUARD INTL EQUITY INDEX F

-1.70%

Shares15.2K

Event2026-03-31

Filed2026-04-23

DFLV

DIMENSIONAL ETF TRUST

31.76%

Shares58.2K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

0.01%

Shares7.0K

Event2026-03-31

Filed2026-04-23

VIG

VANGUARD SPECIALIZED FUNDS

0.05%

Shares9.5K

Event2026-03-31

Filed2026-04-23

LAM RESEARCH CORP

0.02%

Shares9.4K

Event2026-03-31

Filed2026-04-23

AVLV

AMERICAN CENTY ETF TR

31.23%

Shares24.9K

Event2026-03-31

Filed2026-04-23

IEMG

ISHARES INC

-0.17%

Shares28.8K

Event2026-03-31

Filed2026-04-23

VISA INC

7.90%

Shares6.6K

Event2026-03-31

Filed2026-04-23

DIHP

DIMENSIONAL ETF TRUST

0.08%

Shares60.5K

Event2026-03-31

Filed2026-04-23

IWB

ISHARES TR

0.04%

Shares5.3K

Event2026-03-31

Filed2026-04-23

BSV

VANGUARD BD INDEX FDS

0.42%

Shares24.0K

Event2026-03-31

Filed2026-04-23

DFGR

DIMENSIONAL ETF TRUST

3.14%

Shares67.4K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

14.69%

Shares10.1K

Event2026-03-31

Filed2026-04-23

AVDV

AMERICAN CENTY ETF TR

0.02%

Shares17.4K

Event2026-03-31

Filed2026-04-23

VBR

VANGUARD INDEX FDS

0.16%

Shares8.0K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

21.38%

Shares8.0K

Event2026-03-31

Filed2026-04-23

VOE

VANGUARD INDEX FDS

0.06%

Shares8.9K

Event2026-03-31

Filed2026-04-23

MASTERCARD INCORPORATED

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-23

AVSF

AMERICAN CENTY ETF TR

47.71%

Shares28.8K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

0.14%

Shares4.9K

Event2026-03-31

Filed2026-04-23

DES

WISDOMTREE TR

-1.37%

Shares34.2K

Event2026-03-31

Filed2026-04-23

AVRE

AMERICAN CENTY ETF TR

-7.99%

Shares27.0K

Event2026-03-31

Filed2026-04-23