13F HOLDINGS REPORT

SC&H Financial Advisors, Inc.

Quarter ended Q2 2025 · Filed July 17, 2025 · Accession 0001085146-25-003920

Total Value

$585.6M

Positions

156

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (156)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	DIMENSIONAL ETF TRUST	25434V708	2,125,865	$76.2M	13.01%
2	AMERICAN CENTY ETF TR	025072885	675,484	$68.1M	11.63%
3	DIMENSIONAL ETF TRUST	25434V104	812,484	$34.4M	5.88%
4	DIMENSIONAL ETF TRUST	25434V591	562,502	$28.5M	4.88%
5	DIMENSIONAL ETF TRUST	25434V203	817,655	$28.3M	4.83%
6	DIMENSIONAL ETF TRUST	25434V401	412,324	$27.6M	4.72%
7	DIMENSIONAL ETF TRUST	25434V799	883,048	$27.5M	4.69%
8	AMERICAN CENTY ETF TR	025072703	358,129	$26.5M	4.53%
9	DIMENSIONAL ETF TRUST	25434V625	327,338	$21.9M	3.74%
10	AMERICAN CENTY ETF TR	025072604	313,052	$21.5M	3.66%
11	DIMENSIONAL ETF TRUST	25434V864	280,649	$13.5M	2.30%
12	VANGUARD INDEX FDS	922908637	44,691	$12.8M	2.18%
13	ISHARES TR	464287200	18,971	$11.8M	2.01%
14	DIMENSIONAL ETF TRUST	25434V302	378,081	$10.9M	1.87%
15	ISHARES TR	46432F842	119,762	$10.0M	1.71%
16	MICROSOFT CORP	MSFT	16,801	$8.4M	1.43%
17	APPLE INC	AAPL	40,335	$8.3M	1.41%
18	DIMENSIONAL ETF TRUST	25434V880	260,534	$7.7M	1.31%
19	DIMENSIONAL ETF TRUST	25434V732	216,996	$6.4M	1.10%
20	AMERICAN CENTY ETF TR	025072877	52,093	$4.7M	0.81%
21	DIMENSIONAL ETF TRUST	25434V872	108,651	$4.6M	0.78%
22	DIMENSIONAL ETF TRUST	25434V609	77,437	$4.2M	0.71%
23	VANGUARD INDEX FDS	922908769	12,345	$3.8M	0.64%
24	DIMENSIONAL ETF TRUST	25434V500	56,473	$3.6M	0.61%
25	SPDR S&P 500 ETF TR	SPY	5,786	$3.6M	0.61%
26	DIMENSIONAL ETF TRUST	25434V815	106,324	$3.1M	0.53%
27	ISHARES TR	46434V647	126,454	$3.1M	0.53%
28	ISHARES TR	464287150	22,792	$3.1M	0.53%
29	VANGUARD SPECIALIZED FUNDS	921908844	14,470	$3.0M	0.51%
30	AMERICAN CENTY ETF TR	025072562	65,881	$2.7M	0.47%
31	COSTCO WHSL CORP NEW	22160K105	2,689	$2.7M	0.45%
32	DIMENSIONAL ETF TRUST	25434V617	37,196	$2.5M	0.43%
33	VANGUARD SCOTTSDALE FDS	92206C870	30,050	$2.5M	0.43%
34	ALPHABET INC	GOOG	13,208	$2.3M	0.40%
35	VISA INC	V	6,285	$2.2M	0.38%
36	ISHARES TR	464287226	22,357	$2.2M	0.38%
37	AMERICAN CENTY ETF TR	025072232	28,122	$2.2M	0.37%
38	VANGUARD INTL EQUITY INDEX F	922042742	16,219	$2.1M	0.36%
39	JPMORGAN CHASE & CO.	VYLD	6,992	$2.0M	0.35%
40	VANGUARD BD INDEX FDS	921937827	25,027	$2.0M	0.34%
41	DIMENSIONAL ETF TRUST	25434V666	61,946	$1.9M	0.33%
42	ISHARES INC	46434G103	29,992	$1.8M	0.31%
43	ISHARES TR	464287622	5,271	$1.8M	0.31%
44	ALPHABET INC	GOOG	10,004	$1.8M	0.30%
45	DIMENSIONAL ETF TRUST	25434V765	59,296	$1.7M	0.30%
46	DIMENSIONAL ETF TRUST	25434V658	63,610	$1.7M	0.29%
47	MASTERCARD INCORPORATED	MA	2,849	$1.6M	0.27%
48	AMERICAN CENTY ETF TR	025072349	23,453	$1.6M	0.27%
49	VANGUARD INDEX FDS	922908611	7,797	$1.5M	0.26%
50	VANGUARD INDEX FDS	922908512	9,215	$1.5M	0.26%
51	WISDOMTREE TR	WT	46,281	$1.5M	0.25%
52	NVIDIA CORPORATION	NVDA	9,193	$1.5M	0.25%
53	META PLATFORMS INC	META	1,953	$1.4M	0.25%
54	AMERICAN CENTY ETF TR	025072802	17,438	$1.4M	0.24%
55	BERKSHIRE HATHAWAY INC DEL	BRK-A	2,691	$1.3M	0.22%
56	VANGUARD INDEX FDS	922908751	5,383	$1.3M	0.22%
57	AMAZON COM INC	AMZN	5,549	$1.2M	0.21%
58	AMERICAN CENTY ETF TR	025072356	26,838	$1.2M	0.20%
59	INVESCO EXCH TRADED FD TR II	IVZ	15,514	$1.1M	0.19%
60	VANGUARD STAR FDS	921909768	15,518	$1.1M	0.18%
61	ISHARES TR	464287465	11,737	$1.0M	0.18%
62	ISHARES TR	464287655	4,752	$1.0M	0.18%
63	CINTAS CORP	CTAS	4,564	$1.0M	0.17%
64	VANGUARD INDEX FDS	922908538	3,571	$1.0M	0.17%
65	ISHARES TR	46432F834	12,946	$1.0M	0.17%
66	CINCINNATI FINL CORP	172062101	6,600	$982,864	0.17%
67	WALMART INC	WMT	9,999	$977,706	0.17%
68	AMERICAN CENTY ETF TR	025072687	20,271	$953,357	0.16%
69	HOME DEPOT INC	HD	2,559	$938,175	0.16%
70	PROCTER AND GAMBLE CO	742718109	5,872	$935,513	0.16%
71	BROADCOM INC	AVGO	3,348	$922,884	0.16%
72	LAM RESEARCH CORP	LRCX	9,404	$915,405	0.16%
73	VANGUARD INDEX FDS	922908629	3,255	$910,847	0.16%
74	SPDR SERIES TRUST	78464A763	6,392	$867,595	0.15%
75	DIMENSIONAL ETF TRUST	25434V831	24,218	$861,184	0.15%
76	ISHARES TR	464287507	13,805	$856,204	0.15%
77	PAYCHEX INC	PAYX	5,802	$843,886	0.14%
78	VANGUARD INDEX FDS	922908652	4,203	$810,021	0.14%
79	ISHARES TR	464287804	7,279	$795,530	0.14%
80	INVESCO QQQ TR	IVZ	1,351	$745,294	0.13%
81	BERKSHIRE HATHAWAY INC DEL	BRK-A	1	$728,800	0.12%
82	UNITEDHEALTH GROUP INC	UNH	2,267	$707,332	0.12%
83	MCCORMICK & CO INC	MKC-V	8,579	$650,445	0.11%
84	LOWES COS INC	548661107	2,867	$636,164	0.11%
85	INVESCO EXCHANGE TRADED FD T	IVZ	14,371	$607,474	0.10%
86	MCDONALDS CORP	MCD	1,892	$552,911	0.09%
87	AMPHENOL CORP NEW	032095101	5,220	$515,475	0.09%
88	ISHARES TR	464287598	2,635	$511,815	0.09%
89	VANGUARD INDEX FDS	922908744	2,709	$478,739	0.08%
90	GOLDMAN SACHS ETF TR	NVGLF	3,935	$477,630	0.08%
91	CONSTELLATION ENERGY CORP	CEG	1,378	$444,799	0.08%
92	DIMENSIONAL ETF TRUST	25434V781	13,497	$444,186	0.08%
93	PROLOGIS INC.	PLDGP	4,212	$442,800	0.08%
94	MONDELEZ INTL INC	609207105	6,541	$441,115	0.08%
95	ATMOS ENERGY CORP	ATO	2,824	$435,180	0.07%
96	VANGUARD INDEX FDS	922908363	763	$433,357	0.07%
97	VANGUARD SCOTTSDALE FDS	92206C409	5,269	$418,886	0.07%
98	THERMO FISHER SCIENTIFIC INC	TMO	1,021	$414,100	0.07%
99	AMERICAN ELEC PWR CO INC	025537101	3,797	$394,025	0.07%
100	BANK AMERICA CORP	060505104	8,077	$382,206	0.07%
101	XCEL ENERGY INC	XELLL	5,592	$380,805	0.07%
102	AMERICAN WTR WKS CO INC NEW	030420103	2,673	$371,875	0.06%
103	PRICE T ROWE GROUP INC	TROW	3,790	$365,693	0.06%
104	ADOBE INC	ADBE	940	$363,667	0.06%
105	ISHARES TR	46432F859	7,372	$358,624	0.06%
106	ZOETIS INC	ZTS	2,238	$349,040	0.06%
107	VANGUARD SCOTTSDALE FDS	92206C680	3,123	$341,048	0.06%
108	VANGUARD WORLD FD	92204A306	2,848	$339,221	0.06%
109	NNN REIT INC	NNN	7,814	$337,409	0.06%
110	DIMENSIONAL ETF TRUST	25434V641	4,788	$329,998	0.06%
111	GOLDMAN SACHS GROUP INC	GSCE	463	$327,711	0.06%
112	DIMENSIONAL ETF TRUST	25434V856	7,775	$325,090	0.06%
113	BLACKSTONE INC	BX	2,170	$324,635	0.06%
114	FIDELITY COVINGTON TRUST	31609A404	9,194	$305,776	0.05%
115	TEXTRON INC	TXT	3,688	$296,070	0.05%
116	ACCENTURE PLC IRELAND	ACN	975	$291,418	0.05%
117	ISHARES TR	464287663	3,073	$290,813	0.05%
118	VANGUARD INDEX FDS	922908736	657	$288,048	0.05%
119	SCHWAB STRATEGIC TR	808524771	11,698	$287,081	0.05%
120	EVERSOURCE ENERGY	ES	4,512	$287,060	0.05%
121	SELECT SECTOR SPDR TR	81369Y852	2,640	$286,519	0.05%
122	DIMENSIONAL ETF TRUST	25434V823	11,964	$280,681	0.05%
123	VANGUARD TAX-MANAGED FDS	921943858	4,922	$280,603	0.05%
124	COCA COLA CO	KO	3,906	$276,323	0.05%
125	BROOKFIELD INFRAST PARTNERS	G16252101	8,182	$274,083	0.05%
126	EDWARDS LIFESCIENCES CORP	EW	3,462	$270,763	0.05%
127	NORTHROP GRUMMAN CORP	NOC	540	$269,998	0.05%
128	VANGUARD INTL EQUITY INDEX F	922042858	5,338	$264,023	0.05%
129	PULTE GROUP INC	745867101	2,480	$261,541	0.04%
130	GALLAGHER ARTHUR J & CO	363576109	815	$260,898	0.04%
131	HCA HEALTHCARE INC	HCA	676	$258,854	0.04%
132	ALTRIA GROUP INC	MO	4,251	$249,261	0.04%
133	STARBUCKS CORP	SBUX	2,717	$248,945	0.04%
134	VANGUARD INDEX FDS	922908553	2,780	$247,579	0.04%
135	ISHARES TR	464287846	1,636	$246,830	0.04%
136	JOHNSON & JOHNSON	JNJ	1,609	$245,765	0.04%
137	ISHARES TR	464287796	5,335	$241,265	0.04%
138	UNITED PARCEL SERVICE INC	UPS	2,373	$239,576	0.04%
139	METTLER TOLEDO INTERNATIONAL	MTD	201	$236,119	0.04%
140	SYSCO CORP	SYY	3,081	$233,366	0.04%
141	AMERICAN CENTY ETF TR	025072323	4,486	$231,321	0.04%
142	TRUIST FINL CORP	89832Q109	5,183	$222,806	0.04%
143	NORFOLK SOUTHN CORP	655844108	862	$220,664	0.04%
144	ASSURANT INC	AIZN	1,110	$219,214	0.04%
145	PNC FINL SVCS GROUP INC	693475105	1,173	$218,614	0.04%
146	ABBVIE INC	ABBV	1,169	$216,910	0.04%
147	VANGUARD INDEX FDS	922908595	779	$215,624	0.04%
148	DANAHER CORPORATION	235851102	1,085	$214,295	0.04%
149	ISHARES TR	46435G425	1,577	$213,348	0.04%
150	CATERPILLAR INC	CAT	536	$207,954	0.04%
151	LINDE PLC	LIN	442	$207,336	0.04%
152	HONEYWELL INTL INC	438516106	885	$206,146	0.04%
153	ELI LILLY & CO	LLY	261	$203,782	0.03%
154	ISHARES TR	464288257	1,563	$201,046	0.03%
155	EHEALTH INC	EHTH	10,000	$43,500	0.01%
156	ZEDGE INC	ZDGE	10,000	$40,100	0.01%