0001085146-22-001948.txt : 20220510 0001085146-22-001948.hdr.sgml : 20220510 20220510153749 ACCESSION NUMBER: 0001085146-22-001948 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220510 DATE AS OF CHANGE: 20220510 EFFECTIVENESS DATE: 20220510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SC&H Financial Advisors, Inc. CENTRAL INDEX KEY: 0001907898 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: 22909258 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 13F-HR LIVE false false false 0001907898 XXXXXXXX 03-31-2022 03-31-2022 false SC&H Financial Advisors, Inc.

910 RIDGEBROOK ROAD SPARKS MD 21152

13F HOLDINGS REPORT 028-21743 N Jeffrey Schropp 443-485-5862 /s/Jeffrey Schropp Sparks MD 05-06-2022 0 149 210287 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 398 1179 SH SOLE 0 0 1179 ADOBE SYSTEMS INCORPORATED COM 00724F101 523 1148 SH SOLE 0 0 1148 ALPHABET INC CAP STK CL A 02079K305 1980 712 SH SOLE 0 0 712 ALPHABET INC CAP STK CL C 02079K107 831 297 SH SOLE 0 0 297 ALTRIA GROUP INC COM 02209S103 489 9355 SH SOLE 0 0 9355 AMAZON COM INC COM 023135106 642 197 SH SOLE 0 0 197 AMERICAN CENTY ETF TR AVANTIS CORE FI 025072562 976 21519 SH SOLE 0 0 21519 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 4109 69321 SH SOLE 0 0 69321 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 9119 151130 SH SOLE 0 0 151130 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 1025 16372 SH SOLE 0 0 16372 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 587 11165 SH SOLE 0 0 11165 AMERICAN CENTY ETF TR US EQT ETF 025072885 12748 165340 SH SOLE 0 0 165340 AMERICAN CENTY ETF TR US SML CP VALU 025072877 3969 49699 SH SOLE 0 0 49699 AMERICAN ELEC PWR CO INC COM 025537101 213 2137 SH SOLE 0 0 2137 AMERICAN TOWER CORP NEW COM 03027X100 219 870 SH SOLE 0 0 870 AMERICAN WTR WKS CO INC NEW COM 030420103 515 3113 SH SOLE 0 0 3113 APPLE INC COM 037833100 6408 36697 SH SOLE 0 0 36697 ARES CAPITAL CORP COM 04010L103 200 9529 SH SOLE 0 0 9529 ASML HOLDING N V N Y REGISTRY SHS N07059210 211 315 SH SOLE 0 0 315 ASSURANT INC COM 04621X108 269 1480 SH SOLE 0 0 1480 ATMOS ENERGY CORP COM 049560105 251 2104 SH SOLE 0 0 2104 BERKSHIRE HATHAWAY INC DEL CL A 084670108 529 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 918 2601 SH SOLE 0 0 2601 BLACKSTONE INC COM 09260D107 542 4271 SH SOLE 0 0 4271 BRISTOL-MYERS SQUIBB CO COM 110122108 604 8275 SH SOLE 0 0 8275 CINCINNATI FINL CORP COM 172062101 1319 9704 SH SOLE 0 0 9704 CINTAS CORP COM 172908105 552 1297 SH SOLE 0 0 1297 CISCO SYS INC COM 17275R102 330 5922 SH SOLE 0 0 5922 CME GROUP INC COM 12572Q105 299 1256 SH SOLE 0 0 1256 COMCAST CORP NEW CL A 20030N101 321 6851 SH SOLE 0 0 6851 COSTCO WHSL CORP NEW COM 22160K105 1883 3270 SH SOLE 0 0 3270 CROWN CASTLE INTL CORP NEW COM 22822V101 272 1473 SH SOLE 0 0 1473 DANAHER CORPORATION COM 235851102 584 1991 SH SOLE 0 0 1991 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 4303 163986 SH SOLE 0 0 163986 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 7090 251852 SH SOLE 0 0 251852 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 5156 163575 SH SOLE 0 0 163575 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 19939 722955 SH SOLE 0 0 722955 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 1832 37373 SH SOLE 0 0 37373 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 2877 51328 SH SOLE 0 0 51328 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 359 7704 SH SOLE 0 0 7704 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 4163 166852 SH SOLE 0 0 166852 DISNEY WALT CO COM 254687106 321 2341 SH SOLE 0 0 2341 DTE ENERGY CO COM 233331107 263 1989 SH SOLE 0 0 1989 DUKE ENERGY CORP NEW COM NEW 26441C204 338 3025 SH SOLE 0 0 3025 EDWARDS LIFESCIENCES CORP COM 28176E108 738 6270 SH SOLE 0 0 6270 EMERSON ELEC CO COM 291011104 227 2318 SH SOLE 0 0 2318 EVERSOURCE ENERGY COM 30040W108 1141 12937 SH SOLE 0 0 12937 EXELON CORP COM 30161N101 367 7702 SH SOLE 0 0 7702 FIFTH THIRD BANCORP COM 316773100 541 12575 SH SOLE 0 0 12575 GALLAGHER ARTHUR J & CO COM 363576109 533 3054 SH SOLE 0 0 3054 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 441 4954 SH SOLE 0 0 4954 GOLDMAN SACHS GROUP INC COM 38141G104 387 1174 SH SOLE 0 0 1174 HARTFORD FINL SVCS GROUP INC COM 416515104 339 4714 SH SOLE 0 0 4714 HCA HEALTHCARE INC COM 40412C101 641 2556 SH SOLE 0 0 2556 HOME DEPOT INC COM 437076102 962 3215 SH SOLE 0 0 3215 HONEYWELL INTL INC COM 438516106 207 1065 SH SOLE 0 0 1065 INTEL CORP COM 458140100 467 9421 SH SOLE 0 0 9421 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 1752 26119 SH SOLE 0 0 26119 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 206 9711 SH SOLE 0 0 9711 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 666 3898 SH SOLE 0 0 3898 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 404 8093 SH SOLE 0 0 8093 INVESCO QQQ TR UNIT SER 1 46090E103 479 1322 SH SOLE 0 0 1322 ISHARES INC CORE MSCI EMKT 46434G103 978 17612 SH SOLE 0 0 17612 ISHARES TR CORE 1 5 YR USD 46432F859 517 10664 SH SOLE 0 0 10664 ISHARES TR CORE INTL AGGR 46435G672 1130 21678 SH SOLE 0 0 21678 ISHARES TR CORE MSCI EAFE 46432F842 3974 57165 SH SOLE 0 0 57165 ISHARES TR CORE MSCI TOTAL 46432F834 524 7877 SH SOLE 0 0 7877 ISHARES TR CORE S&P MCP ETF 464287507 393 1465 SH SOLE 0 0 1465 ISHARES TR CORE S&P SCP ETF 464287804 1559 14450 SH SOLE 0 0 14450 ISHARES TR CORE S&P TTL STK 464287150 2507 24834 SH SOLE 0 0 24834 ISHARES TR CORE S&P US VLU 464287663 201 2651 SH SOLE 0 0 2651 ISHARES TR CORE S&P500 ETF 464287200 7764 17113 SH SOLE 0 0 17113 ISHARES TR CORE TOTAL USD 46434V613 856 17240 SH SOLE 0 0 17240 ISHARES TR CORE US AGGBD ET 464287226 1259 11758 SH SOLE 0 0 11758 ISHARES TR GLOBAL REIT ETF 46434V647 1025 35081 SH SOLE 0 0 35081 ISHARES TR IBOXX HI YD ETF 464288513 241 2932 SH SOLE 0 0 2932 ISHARES TR MSCI ACWI EX US 464288240 400 7654 SH SOLE 0 0 7654 ISHARES TR MSCI EAFE ETF 464287465 754 10242 SH SOLE 0 0 10242 ISHARES TR NATIONAL MUN ETF 464288414 204 1856 SH SOLE 0 0 1856 ISHARES TR RUS 1000 ETF 464287622 702 2806 SH SOLE 0 0 2806 ISHARES TR RUS 1000 VAL ETF 464287598 441 2658 SH SOLE 0 0 2658 ISHARES TR RUSSELL 2000 ETF 464287655 1841 8968 SH SOLE 0 0 8968 ISHARES TR SELECT DIVID ETF 464287168 337 2632 SH SOLE 0 0 2632 ISHARES TR U.S. ENERGY ETF 464287796 256 6259 SH SOLE 0 0 6259 JOHNSON & JOHNSON COM 478160104 595 3357 SH SOLE 0 0 3357 JPMORGAN CHASE & CO COM 46625H100 1150 8433 SH SOLE 0 0 8433 KIMBERLY-CLARK CORP COM 494368103 395 3206 SH SOLE 0 0 3206 LAM RESEARCH CORP COM 512807108 619 1151 SH SOLE 0 0 1151 LOCKHEED MARTIN CORP COM 539830109 219 496 SH SOLE 0 0 496 LOWES COS INC COM 548661107 483 2388 SH SOLE 0 0 2388 MASTERCARD INCORPORATED CL A 57636Q104 951 2661 SH SOLE 0 0 2661 MCCORMICK & CO INC COM NON VTG 579780206 888 8896 SH SOLE 0 0 8896 MCCORMICK & CO INC COM VTG 579780107 600 5996 SH SOLE 0 0 5996 MCDONALDS CORP COM 580135101 569 2302 SH SOLE 0 0 2302 META PLATFORMS INC CL A 30303M102 431 1939 SH SOLE 0 0 1939 METLIFE INC COM 59156R108 280 3980 SH SOLE 0 0 3980 METTLER TOLEDO INTERNATIONAL COM 592688105 371 270 SH SOLE 0 0 270 MICROSOFT CORP COM 594918104 4219 13683 SH SOLE 0 0 13683 MID-AMER APT CMNTYS INC COM 59522J103 376 1794 SH SOLE 0 0 1794 MONDELEZ INTL INC CL A 609207105 255 4065 SH SOLE 0 0 4065 NATIONAL RETAIL PROPERTIES I COM 637417106 412 9165 SH SOLE 0 0 9165 NORFOLK SOUTHN CORP COM 655844108 217 761 SH SOLE 0 0 761 NORTHROP GRUMMAN CORP COM 666807102 283 632 SH SOLE 0 0 632 NVIDIA CORPORATION COM 67066G104 275 1008 SH SOLE 0 0 1008 PAYCHEX INC COM 704326107 1087 7963 SH SOLE 0 0 7963 PFIZER INC COM 717081103 221 4275 SH SOLE 0 0 4275 PNC FINL SVCS GROUP INC COM 693475105 362 1964 SH SOLE 0 0 1964 PRICE T ROWE GROUP INC COM 74144T108 269 1779 SH SOLE 0 0 1779 PROCTER AND GAMBLE CO COM 742718109 5824 38117 SH SOLE 0 0 38117 PROLOGIS INC. COM 74340W103 1294 8011 SH SOLE 0 0 8011 QUALCOMM INC COM 747525103 889 5816 SH SOLE 0 0 5816 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 347 5050 SH SOLE 0 0 5050 SPDR INDEX SHS FDS S&P EM MKT DIV 78463X533 627 21471 SH SOLE 0 0 21471 SPDR S&P 500 ETF TR TR UNIT 78462F103 3553 7867 SH SOLE 0 0 7867 SPDR SER TR S&P DIVID ETF 78464A763 1137 8873 SH SOLE 0 0 8873 STARBUCKS CORP COM 855244109 246 2699 SH SOLE 0 0 2699 SYSCO CORP COM 871829107 228 2788 SH SOLE 0 0 2788 THERMO FISHER SCIENTIFIC INC COM 883556102 873 1479 SH SOLE 0 0 1479 TRANE TECHNOLOGIES PLC SHS G8994E103 285 1866 SH SOLE 0 0 1866 TRUIST FINL CORP COM 89832Q109 294 5183 SH SOLE 0 0 5183 TWITTER INC COM 90184L102 494 12780 SH SOLE 0 0 12780 UNITED PARCEL SERVICE INC CL B 911312106 600 2800 SH SOLE 0 0 2800 UNITEDHEALTH GROUP INC COM 91324P102 1502 2946 SH SOLE 0 0 2946 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 543 6975 SH SOLE 0 0 6975 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 314 1896 SH SOLE 0 0 1896 VANGUARD INDEX FDS LARGE CAP ETF 922908637 12103 58051 SH SOLE 0 0 58051 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 916 4109 SH SOLE 0 0 4109 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1260 8418 SH SOLE 0 0 8418 VANGUARD INDEX FDS MID CAP ETF 922908629 759 3193 SH SOLE 0 0 3193 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1477 8395 SH SOLE 0 0 8395 VANGUARD INDEX FDS SMALL CP ETF 922908751 1038 4882 SH SOLE 0 0 4882 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1592 6993 SH SOLE 0 0 6993 VANGUARD INDEX FDS VALUE ETF 922908744 1083 7331 SH SOLE 0 0 7331 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 729 15804 SH SOLE 0 0 15804 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1811 17877 SH SOLE 0 0 17877 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 686 13313 SH SOLE 0 0 13313 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1928 22406 SH SOLE 0 0 22406 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 414 5300 SH SOLE 0 0 5300 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3092 19067 SH SOLE 0 0 19067 VANGUARD STAR FDS VG TL INTL STK F 921909768 740 12388 SH SOLE 0 0 12388 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 401 8359 SH SOLE 0 0 8359 VANGUARD WORLD FDS ENERGY ETF 92204A306 1069 9991 SH SOLE 0 0 9991 VERIZON COMMUNICATIONS INC COM 92343V104 376 7389 SH SOLE 0 0 7389 VISA INC COM CL A 92826C839 1402 6321 SH SOLE 0 0 6321 WALMART INC COM 931142103 549 3686 SH SOLE 0 0 3686 WISDOMTREE TR US SMALLCAP DIVD 97717W604 2099 65865 SH SOLE 0 0 65865 XCEL ENERGY INC COM 98389B100 568 7872 SH SOLE 0 0 7872 XPENG INC ADS 98422D105 206 7481 SH SOLE 0 0 7481 ZOETIS INC CL A 98978V103 575 3051 SH SOLE 0 0 3051