13F HOLDINGS REPORT

SC&H Financial Advisors, Inc.

Quarter ended Q1 2025 · Filed April 23, 2025 · Accession 0001085146-25-002250

Total Value

$508.3M

Positions

151

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (151)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	DIMENSIONAL ETF TRUST	25434V708	2,166,873	$71.5M	14.06%
2	AMERICAN CENTY ETF TR	025072885	637,576	$58.9M	11.59%
3	DIMENSIONAL ETF TRUST	25434V104	777,686	$29.9M	5.88%
4	DIMENSIONAL ETF TRUST	25434V799	857,003	$23.8M	4.68%
5	DIMENSIONAL ETF TRUST	25434V203	759,614	$23.7M	4.67%
6	DIMENSIONAL ETF TRUST	25434V401	387,075	$23.4M	4.61%
7	AMERICAN CENTY ETF TR	025072703	336,393	$22.3M	4.39%
8	DIMENSIONAL ETF TRUST	25434V591	437,669	$22.2M	4.37%
9	AMERICAN CENTY ETF TR	025072604	291,468	$17.5M	3.45%
10	DIMENSIONAL ETF TRUST	25434V864	268,071	$12.7M	2.51%
11	VANGUARD INDEX FDS	922908637	44,897	$11.5M	2.27%
12	DIMENSIONAL ETF TRUST	25434V625	173,261	$10.6M	2.09%
13	ISHARES TR	464287200	18,549	$10.4M	2.05%
14	DIMENSIONAL ETF TRUST	25434V302	379,534	$9.8M	1.93%
15	APPLE INC	AAPL	40,540	$9.0M	1.77%
16	ISHARES TR	46432F842	118,336	$9.0M	1.76%
17	MICROSOFT CORP	MSFT	16,776	$6.3M	1.24%
18	DIMENSIONAL ETF TRUST	25434V880	229,665	$6.0M	1.18%
19	DIMENSIONAL ETF TRUST	25434V732	188,436	$5.0M	0.98%
20	AMERICAN CENTY ETF TR	025072877	51,228	$4.5M	0.88%
21	DIMENSIONAL ETF TRUST	25434V872	103,138	$4.3M	0.85%
22	DIMENSIONAL ETF TRUST	25434V609	77,612	$4.0M	0.79%
23	SPDR S&P 500 ETF TR	SPY	6,466	$3.6M	0.71%
24	DIMENSIONAL ETF TRUST	25434V500	57,279	$3.4M	0.67%
25	VANGUARD INDEX FDS	922908769	11,591	$3.2M	0.63%
26	ISHARES TR	46434V647	127,236	$3.1M	0.61%
27	VANGUARD SPECIALIZED FUNDS	921908844	14,470	$2.8M	0.55%
28	DIMENSIONAL ETF TRUST	25434V815	94,288	$2.7M	0.52%
29	AMERICAN CENTY ETF TR	025072562	63,235	$2.6M	0.51%
30	ISHARES TR	464287150	21,213	$2.6M	0.51%
31	COSTCO WHSL CORP NEW	22160K105	2,673	$2.5M	0.50%
32	VANGUARD SCOTTSDALE FDS	92206C870	29,666	$2.4M	0.48%
33	VISA INC	V	6,241	$2.2M	0.43%
34	ISHARES TR	464287226	21,026	$2.1M	0.41%
35	ALPHABET INC	GOOG	13,223	$2.0M	0.40%
36	VANGUARD BD INDEX FDS	921937827	25,484	$2.0M	0.39%
37	VANGUARD INTL EQUITY INDEX F	922042742	16,382	$1.9M	0.37%
38	JPMORGAN CHASE & CO.	VYLD	7,142	$1.8M	0.34%
39	AMERICAN CENTY ETF TR	025072232	24,298	$1.7M	0.34%
40	ISHARES INC	46434G103	30,201	$1.6M	0.32%
41	ISHARES TR	464287622	5,268	$1.6M	0.32%
42	DIMENSIONAL ETF TRUST	25434V765	59,186	$1.6M	0.31%
43	MASTERCARD INCORPORATED	MA	2,849	$1.6M	0.31%
44	DIMENSIONAL ETF TRUST	25434V666	50,962	$1.6M	0.31%
45	AMERICAN CENTY ETF TR	025072349	23,832	$1.6M	0.31%
46	VANGUARD INDEX FDS	922908611	8,148	$1.5M	0.30%
47	ALPHABET INC	GOOG	9,691	$1.5M	0.30%
48	DIMENSIONAL ETF TRUST	25434V617	24,429	$1.5M	0.29%
49	VANGUARD INDEX FDS	922908512	9,215	$1.5M	0.29%
50	DIMENSIONAL ETF TRUST	25434V658	53,523	$1.4M	0.28%
51	BERKSHIRE HATHAWAY INC DEL	BRK-A	2,631	$1.4M	0.28%
52	WISDOMTREE TR	WT	41,016	$1.3M	0.26%
53	AMERICAN CENTY ETF TR	025072802	17,339	$1.2M	0.24%
54	VANGUARD INDEX FDS	922908751	5,383	$1.2M	0.23%
55	UNITEDHEALTH GROUP INC	UNH	2,244	$1.2M	0.23%
56	INVESCO EXCH TRADED FD TR II	IVZ	15,599	$1.2M	0.23%
57	AMERICAN CENTY ETF TR	025072356	25,528	$1.1M	0.22%
58	META PLATFORMS INC	META	1,876	$1.1M	0.21%
59	PROCTER AND GAMBLE CO	742718109	5,871	$1.0M	0.20%
60	ISHARES TR	464287465	11,983	$979,382	0.19%
61	VANGUARD STAR FDS	921909768	15,716	$975,977	0.19%
62	CINCINNATI FINL CORP	172062101	6,600	$974,944	0.19%
63	SPDR SER TR	78464A763	7,092	$962,177	0.19%
64	ISHARES TR	464287655	4,773	$952,079	0.19%
65	CINTAS CORP	CTAS	4,564	$938,082	0.18%
66	HOME DEPOT INC	HD	2,545	$932,811	0.18%
67	AMERICAN CENTY ETF TR	025072687	19,842	$927,437	0.18%
68	PAYCHEX INC	PAYX	5,902	$910,484	0.18%
69	WALMART INC	WMT	10,232	$898,305	0.18%
70	VANGUARD INDEX FDS	922908538	3,571	$873,705	0.17%
71	ISHARES TR	46432F834	12,220	$853,076	0.17%
72	VANGUARD INDEX FDS	922908629	3,281	$848,532	0.17%
73	ISHARES TR	464287507	13,788	$804,522	0.16%
74	BERKSHIRE HATHAWAY INC DEL	BRK-A	1	$798,442	0.16%
75	ISHARES TR	464287804	7,448	$778,814	0.15%
76	VANGUARD INDEX FDS	922908652	4,196	$722,840	0.14%
77	DIMENSIONAL ETF TRUST	25434V831	21,793	$722,207	0.14%
78	AMAZON COM INC	AMZN	3,743	$712,143	0.14%
79	INVESCO EXCHANGE TRADED FD T	IVZ	17,543	$708,902	0.14%
80	MCCORMICK & CO INC	MKC-V	8,579	$706,121	0.14%
81	LOWES COS INC	548661107	2,867	$668,737	0.13%
82	NVIDIA CORPORATION	NVDA	6,085	$659,461	0.13%
83	LAM RESEARCH CORP	LRCX	9,007	$654,822	0.13%
84	INVESCO QQQ TR	IVZ	1,321	$619,437	0.12%
85	MCDONALDS CORP	MCD	1,943	$607,035	0.12%
86	BROADCOM INC	AVGO	3,175	$531,595	0.10%
87	THERMO FISHER SCIENTIFIC INC	TMO	1,021	$508,203	0.10%
88	VANGUARD INDEX FDS	922908363	970	$498,613	0.10%
89	ISHARES TR	464287598	2,630	$494,831	0.10%
90	ISHARES TR	46435G268	7,890	$493,443	0.10%
91	UNITED PARCEL SERVICE INC	UPS	4,273	$470,037	0.09%
92	VANGUARD INDEX FDS	922908744	2,709	$467,904	0.09%
93	DIMENSIONAL ETF TRUST	25434V823	18,706	$444,631	0.09%
94	MONDELEZ INTL INC	609207105	6,541	$443,797	0.09%
95	ATMOS ENERGY CORP	ATO	2,824	$436,507	0.09%
96	GOLDMAN SACHS ETF TR	NVGLF	3,935	$433,165	0.09%
97	PROLOGIS INC.	PLDGP	3,761	$420,479	0.08%
98	AMERICAN ELEC PWR CO INC	025537101	3,783	$413,376	0.08%
99	AMERICAN WTR WKS CO INC NEW	030420103	2,773	$409,109	0.08%
100	VANGUARD SCOTTSDALE FDS	92206C409	5,144	$406,067	0.08%
101	XCEL ENERGY INC	XELLL	5,592	$395,847	0.08%
102	DIMENSIONAL ETF TRUST	25434V781	13,497	$393,032	0.08%
103	VANGUARD WORLD FD	92204A306	2,842	$368,630	0.07%
104	ZOETIS INC	ZTS	2,238	$368,512	0.07%
105	ISHARES TR	46432F859	7,325	$354,176	0.07%
106	BLACKSTONE INC	BX	2,532	$353,906	0.07%
107	ADOBE INC	ADBE	908	$348,245	0.07%
108	PRICE T ROWE GROUP INC	TROW	3,785	$347,729	0.07%
109	AMPHENOL CORP NEW	032095101	5,220	$342,380	0.07%
110	BANK AMERICA CORP	060505104	8,077	$337,056	0.07%
111	NNN REIT INC	NNN	7,814	$333,267	0.07%
112	DIMENSIONAL ETF TRUST	25434V856	7,689	$323,794	0.06%
113	JOHNSON & JOHNSON	JNJ	1,945	$322,607	0.06%
114	ACCENTURE PLC IRELAND	ACN	975	$304,239	0.06%
115	VANGUARD SCOTTSDALE FDS	92206C680	3,121	$289,613	0.06%
116	COCA COLA CO	KO	4,028	$288,464	0.06%
117	ISHARES TR	464287663	3,111	$287,123	0.06%
118	GALLAGHER ARTHUR J & CO	363576109	824	$284,491	0.06%
119	STARBUCKS CORP	SBUX	2,899	$284,388	0.06%
120	CONSTELLATION ENERGY CORP	CEG	1,397	$281,694	0.06%
121	EVERSOURCE ENERGY	ES	4,511	$280,154	0.06%
122	ISHARES TR	464287796	5,653	$278,687	0.05%
123	NORTHROP GRUMMAN CORP	NOC	539	$276,138	0.05%
124	FIDELITY COVINGTON TRUST	31609A404	9,146	$272,175	0.05%
125	HCA HEALTHCARE INC	HCA	766	$264,661	0.05%
126	ALTRIA GROUP INC	MO	4,251	$255,170	0.05%
127	PULTE GROUP INC	745867101	2,480	$254,944	0.05%
128	SCHWAB STRATEGIC TR	808524771	10,793	$254,821	0.05%
129	SELECT SECTOR SPDR TR	81369Y852	2,640	$254,628	0.05%
130	EDWARDS LIFESCIENCES CORP	EW	3,462	$250,926	0.05%
131	DIMENSIONAL ETF TRUST	25434V641	3,903	$250,317	0.05%
132	ABBVIE INC	ABBV	1,169	$244,839	0.05%
133	BROOKFIELD INFRAST PARTNERS	G16252101	8,182	$243,730	0.05%
134	VANGUARD INTL EQUITY INDEX F	922042858	5,319	$240,747	0.05%
135	VANGUARD INDEX FDS	922908553	2,623	$237,523	0.05%
136	METTLER TOLEDO INTERNATIONAL	MTD	201	$237,363	0.05%
137	GOLDMAN SACHS GROUP INC	GSCE	431	$235,468	0.05%
138	ASSURANT INC	AIZN	1,110	$232,823	0.05%
139	SYSCO CORP	SYY	3,081	$231,209	0.05%
140	DANAHER CORPORATION	235851102	1,115	$228,518	0.04%
141	TEXTRON INC	TXT	3,111	$224,744	0.04%
142	ISHARES TR	464287846	1,636	$222,660	0.04%
143	VANGUARD INDEX FDS	922908736	596	$221,025	0.04%
144	TRUIST FINL CORP	89832Q109	5,333	$219,442	0.04%
145	VANGUARD TAX-MANAGED FDS	921943858	4,057	$206,217	0.04%
146	PNC FINL SVCS GROUP INC	693475105	1,171	$205,912	0.04%
147	NORFOLK SOUTHN CORP	655844108	862	$204,182	0.04%
148	DUKE ENERGY CORP NEW	DUKB	1,650	$201,218	0.04%
149	INVESCO EXCHANGE TRADED FD T	IVZ	3,015	$200,018	0.04%
150	EHEALTH INC	EHTH	10,000	$66,800	0.01%
151	ZEDGE INC	ZDGE	10,000	$23,300	0.00%