Chief Compliance Officer

0001907898-24-000004.txt : 20240502 0001907898-24-000004.hdr.sgml : 20240502 20240502131121 ACCESSION NUMBER: 0001907898-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240502 DATE AS OF CHANGE: 20240502 EFFECTIVENESS DATE: 20240502 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SC&H Financial Advisors, Inc. CENTRAL INDEX KEY: 0001907898 ORGANIZATION NAME: IRS NUMBER: 522137226 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21743 FILM NUMBER: 24906875 BUSINESS ADDRESS: STREET 1: 910 RIDGEBROOK ROAD CITY: SPARKS STATE: MD ZIP: 21152 BUSINESS PHONE: 410-403-1500 MAIL ADDRESS: STREET 1: 910 RIDGEBROOK ROAD CITY: SPARKS STATE: MD ZIP: 21152 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001907898 XXXXXXXX 03-31-2024 03-31-2024 SC&H Financial Advisors, Inc.

910 RIDGEBROOK ROAD SPARKS MD 21152

13F HOLDINGS REPORT 028-21743 000120666 801-69985 N Caitlin Garner Chief Compliance Officer 4104031583 910 Ridgebrook Road Sparks MD 05-02-2024 0 143 384088902 false INFORMATION TABLE 2 informationtable033124.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 337945 975 SH SOLE 0 0 975 ADOBE INC COM 00724F101 458177 908 SH SOLE 0 0 908 ALPHABET INC CAP STK CL A 02079K305 2149243 14240 SH SOLE 0 0 14240 ALPHABET INC CAP STK CL C 02079K107 1045804 6869 SH SOLE 0 0 6869 AMAZON COM INC COM 023135106 541681 3003 SH SOLE 0 0 3003 AMERICAN CENTY ETF TR US EQT ETF 025072885 45367249 506897 SH SOLE 0 0 506897 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 13617327 234944 SH SOLE 0 0 234944 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 18673470 292963 SH SOLE 0 0 292963 AMERICAN CENTY ETF TR US SML CP VALU 025072877 4429346 47267 SH SOLE 0 0 47267 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 1096653 25938 SH SOLE 0 0 25938 AMERICAN CENTY ETF TR AVANTIS ALL EQT 025072232 1347704 19303 SH SOLE 0 0 19303 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 1110754 16865 SH SOLE 0 0 16865 AMERICAN CENTY ETF TR AVANTIS SHFXDINC 025072687 984274 21268 SH SOLE 0 0 21268 AMERICAN CENTY ETF TR AVANTIS CORE FI 025072562 2257031 54716 SH SOLE 0 0 54716 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 1506028 23436 SH SOLE 0 0 23436 AMERICAN WTR WKS CO INC NEW COM 030420103 432681 3540 SH SOLE 0 0 3540 AMPHENOL CORP NEW CL A 032095101 301064 2610 SH SOLE 0 0 2610 APPLE INC COM 037833100 6800169 39656 SH SOLE 0 0 39656 ASSURANT INC COM 04621X108 208946 1110 SH SOLE 0 0 1110 ATMOS ENERGY CORP COM 049560105 335668 2824 SH SOLE 0 0 2824 BANK AMERICA CORP COM 060505104 232762 6138 SH SOLE 0 0 6138 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1095034 2604 SH SOLE 0 0 2604 BERKSHIRE HATHAWAY INC DEL CL A 084670108 634440 1 SH SOLE 0 0 1 BIOATLA INC COM 09077B104 225385 65519 SH SOLE 0 0 65519 BLACKSTONE INC COM 09260D107 332613 2532 SH SOLE 0 0 2532 BROADCOM INC COM 11135F101 314786 238 SH SOLE 0 0 238 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 255347 8182 SH SOLE 0 0 8182 CINCINNATI FINL CORP COM 172062101 872287 7025 SH SOLE 0 0 7025 CINTAS CORP COM 172908105 800255 1165 SH SOLE 0 0 1165 CONSTELLATION ENERGY CORP COM 21037T109 277448 1501 SH SOLE 0 0 1501 COSTCO WHSL CORP NEW COM 22160K105 2008818 2742 SH SOLE 0 0 2742 DANAHER CORPORATION COM 235851102 358742 1437 SH SOLE 0 0 1437 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 2149150 51231 SH SOLE 0 0 51231 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 932744 36535 SH SOLE 0 0 36535 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 6219212 132211 SH SOLE 0 0 132211 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 14509640 254644 SH SOLE 0 0 254644 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 2447000 81296 SH SOLE 0 0 81296 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 15170951 567138 SH SOLE 0 0 567138 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 3726608 146199 SH SOLE 0 0 146199 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 55030111 1722382 SH SOLE 0 0 1722382 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 17468477 578044 SH SOLE 0 0 578044 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 7478018 302509 SH SOLE 0 0 302509 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 23440263 641496 SH SOLE 0 0 641496 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 5035710 197945 SH SOLE 0 0 197945 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 3042794 48810 SH SOLE 0 0 48810 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 3748192 68863 SH SOLE 0 0 68863 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 406967 18193 SH SOLE 0 0 18193 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 1593989 53151 SH SOLE 0 0 53151 DIMENSIONAL ETF TRUST WORLD EQUITY ETF 25434V617 219382 3710 SH SOLE 0 0 3710 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 364408 8834 SH SOLE 0 0 8834 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 663140 20979 SH SOLE 0 0 20979 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 368353 13547 SH SOLE 0 0 13547 DIMENSIONAL ETF TRUST US CORE EQUITY 1 25434V625 1098640 18732 SH SOLE 0 0 18732 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 1518127 56352 SH SOLE 0 0 56352 EDWARDS LIFESCIENCES CORP COM 28176E108 451234 4722 SH SOLE 0 0 4722 EVERSOURCE ENERGY COM 30040W108 527348 8823 SH SOLE 0 0 8823 FIDELITY COVINGTON TRUST ENHANCED INTL 31609A404 263769 9239 SH SOLE 0 0 9239 GALLAGHER ARTHUR J & CO COM 363576109 437570 1750 SH SOLE 0 0 1750 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 408414 3935 SH SOLE 0 0 3935 HCA HEALTHCARE INC COM 40412C101 288893 866 SH SOLE 0 0 866 HOME DEPOT INC COM 437076102 1022392 2665 SH SOLE 0 0 2665 INTEL CORP COM 458140100 211218 4782 SH SOLE 0 0 4782 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 1329055 20177 SH SOLE 0 0 20177 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 243152 4024 SH SOLE 0 0 4024 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 775560 20160 SH SOLE 0 0 20160 INVESCO QQQ TR UNIT SER 1 46090E103 584370 1316 SH SOLE 0 0 1316 ISHARES INC CORE MSCI EMKT 46434G103 1578072 30583 SH SOLE 0 0 30583 ISHARES TR CORE S&P TTL STK 464287150 2606220 22604 SH SOLE 0 0 22604 ISHARES TR GLOBAL REIT ETF 46434V647 2709294 114413 SH SOLE 0 0 114413 ISHARES TR RUSSELL 2000 ETF 464287655 1068575 5081 SH SOLE 0 0 5081 ISHARES TR CORE MSCI EAFE 46432F842 8803604 118615 SH SOLE 0 0 118615 ISHARES TR CORE US AGGBD ET 464287226 1573646 16067 SH SOLE 0 0 16067 ISHARES TR CORE S&P500 ETF 464287200 9933771 18895 SH SOLE 0 0 18895 ISHARES TR CORE MSCI TOTAL 46432F834 970971 14308 SH SOLE 0 0 14308 ISHARES TR CORE S&P US VLU 464287663 306144 3385 SH SOLE 0 0 3385 ISHARES TR CORE 1 5 YR USD 46432F859 331329 6984 SH SOLE 0 0 6984 ISHARES TR CORE S&P MCP ETF 464287507 618339 10180 SH SOLE 0 0 10180 ISHARES TR CORE S&P SCP ETF 464287804 876615 7932 SH SOLE 0 0 7932 ISHARES TR MSCI EAFE ETF 464287465 1015872 12721 SH SOLE 0 0 12721 ISHARES TR RUS 1000 VAL ETF 464287598 467020 2607 SH SOLE 0 0 2607 ISHARES TR U.S. ENERGY ETF 464287796 315784 6392 SH SOLE 0 0 6392 ISHARES TR DOW JONES US ETF 464287846 209555 1636 SH SOLE 0 0 1636 ISHARES TR RUS 1000 ETF 464287622 1514260 5257 SH SOLE 0 0 5257 JOHNSON & JOHNSON COM 478160104 278061 1758 SH SOLE 0 0 1758 JPMORGAN CHASE & CO COM 46625H100 1461371 7296 SH SOLE 0 0 7296 KIMBERLY-CLARK CORP COM 494368103 239427 1851 SH SOLE 0 0 1851 LAM RESEARCH CORP COM 512807108 874244 900 SH SOLE 0 0 900 LOWES COS INC COM 548661107 728707 2861 SH SOLE 0 0 2861 MASTERCARD INCORPORATED CL A 57636Q104 1441075 2992 SH SOLE 0 0 2992 MCCORMICK & CO INC COM NON VTG 579780206 624735 8134 SH SOLE 0 0 8134 MCDONALDS CORP COM 580135101 553558 1963 SH SOLE 0 0 1963 META PLATFORMS INC CL A 30303M102 880842 1814 SH SOLE 0 0 1814 METTLER TOLEDO INTERNATIONAL COM 592688105 294215 221 SH SOLE 0 0 221 MICROSOFT CORP COM 594918104 6106931 14515 SH SOLE 0 0 14515 MONDELEZ INTL INC CL A 609207105 427765 6111 SH SOLE 0 0 6111 NNN REIT INC COM 637417106 476608 11151 SH SOLE 0 0 11151 NORTHROP GRUMMAN CORP COM 666807102 314194 656 SH SOLE 0 0 656 NVIDIA CORPORATION COM 67066G104 311144 344 SH SOLE 0 0 344 PAYCHEX INC COM 704326107 1071109 8722 SH SOLE 0 0 8722 PNC FINL SVCS GROUP INC COM 693475105 249210 1542 SH SOLE 0 0 1542 PRICE T ROWE GROUP INC COM 74144T108 216874 1779 SH SOLE 0 0 1779 PROCTER AND GAMBLE CO COM 742718109 767113 4728 SH SOLE 0 0 4728 PROLOGIS INC. COM 74340W103 833426 6400 SH SOLE 0 0 6400 PULTE GROUP INC COM 745867101 299138 2480 SH SOLE 0 0 2480 QUALCOMM INC COM 747525103 232821 1375 SH SOLE 0 0 1375 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 238084 3533 SH SOLE 0 0 3533 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 215582 2640 SH SOLE 0 0 2640 SPDR S&P 500 ETF TR TR UNIT 78462F103 3637603 6954 SH SOLE 0 0 6954 SPDR SER TR S&P DIVID ETF 78464A763 1106282 8429 SH SOLE 0 0 8429 STARBUCKS CORP COM 855244109 287589 3147 SH SOLE 0 0 3147 SYSCO CORP COM 871829107 231585 2853 SH SOLE 0 0 2853 TEXTRON INC COM 883203101 298128 3108 SH SOLE 0 0 3108 THERMO FISHER SCIENTIFIC INC COM 883556102 690245 1188 SH SOLE 0 0 1188 TRUIST FINL CORP COM 89832Q109 202023 5183 SH SOLE 0 0 5183 UNITED PARCEL SERVICE INC CL B 911312106 759960 5113 SH SOLE 0 0 5113 UNITEDHEALTH GROUP INC COM 91324P102 1182181 2390 SH SOLE 0 0 2390 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1923584 25089 SH SOLE 0 0 25089 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1405514 7325 SH SOLE 0 0 7325 VANGUARD INDEX FDS LARGE CAP ETF 922908637 11353629 47354 SH SOLE 0 0 47354 VANGUARD INDEX FDS SMALL CP ETF 922908751 1224377 5356 SH SOLE 0 0 5356 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2585605 9948 SH SOLE 0 0 9948 VANGUARD INDEX FDS MID CAP ETF 922908629 819791 3281 SH SOLE 0 0 3281 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 227203 2627 SH SOLE 0 0 2627 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 949854 4028 SH SOLE 0 0 4028 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 727602 4151 SH SOLE 0 0 4151 VANGUARD INDEX FDS VALUE ETF 922908744 540726 3320 SH SOLE 0 0 3320 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1475901 9466 SH SOLE 0 0 9466 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 214396 446 SH SOLE 0 0 446 VANGUARD INDEX FDS GROWTH ETF 922908736 204664 595 SH SOLE 0 0 595 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 497060 11900 SH SOLE 0 0 11900 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1830210 16563 SH SOLE 0 0 16563 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 2315693 28763 SH SOLE 0 0 28763 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 269755 3112 SH SOLE 0 0 3112 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 409743 5300 SH SOLE 0 0 5300 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2762087 15126 SH SOLE 0 0 15126 VANGUARD STAR FDS VG TL INTL STK F 921909768 871618 14455 SH SOLE 0 0 14455 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 208507 4156 SH SOLE 0 0 4156 VANGUARD WORLD FD ENERGY ETF 92204A306 545665 4143 SH SOLE 0 0 4143 VISA INC COM CL A 92826C839 1805984 6471 SH SOLE 0 0 6471 WALMART INC COM 931142103 608421 10112 SH SOLE 0 0 10112 WISDOMTREE TR US SMALLCAP DIVD 97717W604 1484384 45422 SH SOLE 0 0 45422 XCEL ENERGY INC COM 98389B100 422132 7854 SH SOLE 0 0 7854 ZOETIS INC CL A 98978V103 389914 2304 SH SOLE 0 0 2304