13F HOLDINGS REPORT

SC&H Financial Advisors, Inc.

Quarter ended Q4 2024 · Filed January 28, 2025 · Accession 0001085146-25-000543

Total Value

$484.1M

Positions

148

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (148)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	DIMENSIONAL ETF TRUST	25434V708	2,064,247	$71.4M	14.75%
2	AMERICAN CENTY ETF TR	025072885	617,269	$59.8M	12.36%
3	DIMENSIONAL ETF TRUST	25434V104	731,964	$29.6M	6.12%
4	DIMENSIONAL ETF TRUST	25434V401	365,039	$23.3M	4.81%
5	AMERICAN CENTY ETF TR	025072703	338,357	$20.8M	4.29%
6	DIMENSIONAL ETF TRUST	25434V203	709,912	$20.7M	4.28%
7	DIMENSIONAL ETF TRUST	25434V799	798,584	$20.6M	4.26%
8	AMERICAN CENTY ETF TR	025072604	284,717	$16.7M	3.46%
9	VANGUARD INDEX FDS	922908637	44,839	$12.1M	2.50%
10	DIMENSIONAL ETF TRUST	25434V864	254,633	$11.9M	2.47%
11	ISHARES TR	464287200	18,736	$11.0M	2.28%
12	APPLE INC	AAPL	39,770	$10.0M	2.06%
13	DIMENSIONAL ETF TRUST	25434V591	180,921	$9.2M	1.89%
14	DIMENSIONAL ETF TRUST	25434V302	355,251	$9.0M	1.86%
15	DIMENSIONAL ETF TRUST	25434V625	130,293	$8.4M	1.73%
16	ISHARES TR	46432F842	118,319	$8.3M	1.72%
17	MICROSOFT CORP	MSFT	16,673	$7.0M	1.45%
18	DIMENSIONAL ETF TRUST	25434V880	211,838	$5.3M	1.09%
19	AMERICAN CENTY ETF TR	025072877	52,091	$5.0M	1.04%
20	DIMENSIONAL ETF TRUST	25434V732	176,492	$4.6M	0.95%
21	DIMENSIONAL ETF TRUST	25434V609	77,214	$4.3M	0.89%
22	SPDR S&P 500 ETF TR	SPY	6,497	$3.8M	0.79%
23	DIMENSIONAL ETF TRUST	25434V872	91,900	$3.8M	0.78%
24	DIMENSIONAL ETF TRUST	25434V500	55,548	$3.6M	0.75%
25	VANGUARD INDEX FDS	922908769	11,690	$3.4M	0.70%
26	ISHARES TR	46434V647	128,985	$3.1M	0.64%
27	ISHARES TR	464287150	22,218	$2.9M	0.59%
28	VANGUARD SPECIALIZED FUNDS	921908844	14,458	$2.8M	0.58%
29	DIMENSIONAL ETF TRUST	25434V815	87,581	$2.7M	0.56%
30	AMERICAN CENTY ETF TR	025072562	64,308	$2.6M	0.54%
31	ALPHABET INC	GOOG	13,478	$2.6M	0.53%
32	COSTCO WHSL CORP NEW	22160K105	2,673	$2.4M	0.51%
33	VANGUARD SCOTTSDALE FDS	92206C870	30,116	$2.4M	0.50%
34	VANGUARD INTL EQUITY INDEX F	922042742	17,357	$2.0M	0.42%
35	VISA INC	V	6,241	$2.0M	0.41%
36	VANGUARD BD INDEX FDS	921937827	24,806	$1.9M	0.40%
37	ISHARES TR	464287226	17,907	$1.7M	0.36%
38	JPMORGAN CHASE & CO.	VYLD	7,142	$1.7M	0.35%
39	ISHARES TR	464287622	5,266	$1.7M	0.35%
40	ALPHABET INC	GOOG	8,873	$1.7M	0.35%
41	AMERICAN CENTY ETF TR	025072232	23,106	$1.7M	0.35%
42	AMERICAN CENTY ETF TR	025072349	23,737	$1.6M	0.33%
43	ISHARES INC	46434G103	30,188	$1.6M	0.33%
44	VANGUARD INDEX FDS	922908611	7,782	$1.5M	0.32%
45	MASTERCARD INCORPORATED	MA	2,849	$1.5M	0.31%
46	DIMENSIONAL ETF TRUST	25434V765	59,156	$1.5M	0.31%
47	VANGUARD INDEX FDS	922908512	9,184	$1.5M	0.31%
48	DIMENSIONAL ETF TRUST	25434V666	47,021	$1.4M	0.29%
49	WISDOMTREE TR	WT	40,938	$1.4M	0.29%
50	INVESCO EXCH TRADED FD TR II	IVZ	18,676	$1.3M	0.27%
51	VANGUARD INDEX FDS	922908751	5,376	$1.3M	0.27%
52	DIMENSIONAL ETF TRUST	25434V658	49,460	$1.3M	0.26%
53	BERKSHIRE HATHAWAY INC DEL	BRK-A	2,559	$1.2M	0.24%
54	UNITEDHEALTH GROUP INC	UNH	2,275	$1.2M	0.24%
55	AMERICAN CENTY ETF TR	025072802	17,263	$1.1M	0.23%
56	META PLATFORMS INC	META	1,876	$1.1M	0.23%
57	PROCTER AND GAMBLE CO	742718109	6,471	$1.1M	0.22%
58	ISHARES TR	464287655	4,769	$1.1M	0.22%
59	AMERICAN CENTY ETF TR	025072356	23,684	$992,836	0.21%
60	HOME DEPOT INC	HD	2,545	$990,079	0.20%
61	CINCINNATI FINL CORP	172062101	6,600	$948,412	0.20%
62	SPDR SER TR	78464A763	7,091	$936,725	0.19%
63	ISHARES TR	464287465	12,386	$936,541	0.19%
64	WALMART INC	WMT	10,232	$924,478	0.19%
65	AMERICAN CENTY ETF TR	025072687	20,003	$922,918	0.19%
66	VANGUARD INDEX FDS	922908538	3,571	$906,240	0.19%
67	ISHARES TR	46432F834	13,223	$874,553	0.18%
68	VANGUARD INDEX FDS	922908629	3,281	$866,611	0.18%
69	ISHARES TR	464287507	13,773	$858,173	0.18%
70	ISHARES TR	464287804	7,437	$856,842	0.18%
71	CINTAS CORP	CTAS	4,564	$833,882	0.17%
72	PAYCHEX INC	PAYX	5,902	$827,509	0.17%
73	INVESCO EXCHANGE TRADED FD T	IVZ	20,088	$810,351	0.17%
74	AMAZON COM INC	AMZN	3,654	$801,651	0.17%
75	VANGUARD STAR FDS	921909768	13,514	$796,375	0.16%
76	VANGUARD INDEX FDS	922908652	4,184	$794,835	0.16%
77	BROADCOM INC	AVGO	3,275	$759,283	0.16%
78	DIMENSIONAL ETF TRUST	25434V831	21,740	$734,586	0.15%
79	LOWES COS INC	548661107	2,867	$707,646	0.15%
80	NVIDIA CORPORATION	NVDA	5,074	$681,349	0.14%
81	BERKSHIRE HATHAWAY INC DEL	BRK-A	1	$680,920	0.14%
82	INVESCO QQQ TR	IVZ	1,321	$675,328	0.14%
83	UNITED PARCEL SERVICE INC	UPS	5,273	$664,982	0.14%
84	LAM RESEARCH CORP	LRCX	9,102	$657,456	0.14%
85	MCCORMICK & CO INC	MKC-V	8,079	$615,928	0.13%
86	DIMENSIONAL ETF TRUST	25434V617	9,545	$596,181	0.12%
87	ACCENTURE PLC IRELAND	ACN	1,632	$574,121	0.12%
88	MCDONALDS CORP	MCD	1,943	$563,349	0.12%
89	THERMO FISHER SCIENTIFIC INC	TMO	1,021	$531,315	0.11%
90	ISHARES TR	464287598	2,625	$485,927	0.10%
91	VANGUARD INDEX FDS	922908744	2,701	$457,344	0.09%
92	GOLDMAN SACHS ETF TR	NVGLF	3,935	$453,233	0.09%
93	BLACKSTONE INC	BX	2,532	$436,546	0.09%
94	DIMENSIONAL ETF TRUST	25434V823	18,691	$434,939	0.09%
95	PRICE T ROWE GROUP INC	TROW	3,780	$427,522	0.09%
96	ADOBE INC	ADBE	908	$403,769	0.08%
97	VANGUARD SCOTTSDALE FDS	92206C409	5,144	$401,283	0.08%
98	PROLOGIS INC.	PLDGP	3,761	$397,572	0.08%
99	ATMOS ENERGY CORP	ATO	2,824	$393,274	0.08%
100	MONDELEZ INTL INC	609207105	6,541	$390,685	0.08%
101	ISHARES TR	46435G268	5,590	$380,112	0.08%
102	XCEL ENERGY INC	XELLL	5,592	$377,562	0.08%
103	ZOETIS INC	ZTS	2,238	$364,662	0.08%
104	AMPHENOL CORP NEW	032095101	5,220	$362,529	0.07%
105	DIMENSIONAL ETF TRUST	25434V781	13,497	$358,615	0.07%
106	BANK AMERICA CORP	060505104	8,077	$354,979	0.07%
107	AMERICAN WTR WKS CO INC NEW	030420103	2,773	$345,241	0.07%
108	VANGUARD WORLD FD	92204A306	2,842	$344,719	0.07%
109	ISHARES TR	46432F859	6,939	$331,467	0.07%
110	VANGUARD SCOTTSDALE FDS	92206C680	3,119	$322,189	0.07%
111	NNN REIT INC	NNN	7,814	$319,202	0.07%
112	EVERSOURCE ENERGY	ES	5,516	$316,789	0.07%
113	DIMENSIONAL ETF TRUST	25434V856	7,790	$315,434	0.07%
114	CONSTELLATION ENERGY CORP	CEG	1,397	$312,534	0.06%
115	VANGUARD INDEX FDS	922908363	567	$305,760	0.06%
116	PNC FINL SVCS GROUP INC	693475105	1,563	$301,486	0.06%
117	ISHARES TR	464287663	3,102	$287,251	0.06%
118	SCHWAB STRATEGIC TR	808524771	11,971	$283,485	0.06%
119	JOHNSON & JOHNSON	JNJ	1,959	$283,328	0.06%
120	INVESCO EXCHANGE TRADED FD T	IVZ	4,033	$270,338	0.06%
121	PULTE GROUP INC	745867101	2,480	$270,072	0.06%
122	STARBUCKS CORP	SBUX	2,899	$264,520	0.05%
123	BROOKFIELD INFRAST PARTNERS	G16252101	8,182	$260,093	0.05%
124	ISHARES TR	464287796	5,653	$257,602	0.05%
125	EDWARDS LIFESCIENCES CORP	EW	3,462	$256,292	0.05%
126	DANAHER CORPORATION	235851102	1,115	$255,857	0.05%
127	SELECT SECTOR SPDR TR	81369Y852	2,640	$255,578	0.05%
128	NORTHROP GRUMMAN CORP	NOC	539	$252,800	0.05%
129	FIDELITY COVINGTON TRUST	31609A404	9,114	$250,899	0.05%
130	GOLDMAN SACHS GROUP INC	GSCE	431	$246,818	0.05%
131	METTLER TOLEDO INTERNATIONAL	MTD	201	$245,960	0.05%
132	VANGUARD INDEX FDS	922908736	596	$244,532	0.05%
133	TEXTRON INC	TXT	3,110	$237,872	0.05%
134	ASSURANT INC	AIZN	1,110	$236,674	0.05%
135	SYSCO CORP	SYY	3,081	$235,585	0.05%
136	VANGUARD INDEX FDS	922908553	2,635	$234,687	0.05%
137	VANGUARD INTL EQUITY INDEX F	922042858	5,317	$234,140	0.05%
138	ISHARES TR	464287846	1,636	$234,095	0.05%
139	GALLAGHER ARTHUR J & CO	363576109	824	$233,898	0.05%
140	TRUIST FINL CORP	89832Q109	5,333	$231,334	0.05%
141	HCA HEALTHCARE INC	HCA	766	$229,888	0.05%
142	ALTRIA GROUP INC	MO	4,251	$222,307	0.05%
143	ABBVIE INC	ABBV	1,199	$212,986	0.04%
144	ISHARES TR	46435G425	1,618	$208,404	0.04%
145	AMERICAN ELEC PWR CO INC	025537101	2,208	$203,651	0.04%
146	NORFOLK SOUTHN CORP	655844108	862	$202,328	0.04%
147	EHEALTH INC	EHTH	10,000	$94,000	0.02%
148	ZEDGE INC	ZDGE	10,000	$26,900	0.01%