Chief Compliance Officer

0001085146-22-002970.txt : 20220810 0001085146-22-002970.hdr.sgml : 20220810 20220810170927 ACCESSION NUMBER: 0001085146-22-002970 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220810 DATE AS OF CHANGE: 20220810 EFFECTIVENESS DATE: 20220810 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: 221152664 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 06-30-2022 06-30-2022 false SC&H Financial Advisors, Inc.

910 RIDGEBROOK ROAD SPARKS MD 21152

13F HOLDINGS REPORT 028-21743 N Jeffrey Schropp Chief Compliance Officer 443-485-5862 /s/Jeffrey Schropp Sparks MD 08-10-2022 0 135 214465 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 264 950 SH SOLE 0 0 950 ADOBE SYSTEMS INCORPORATED COM 00724F101 369 1008 SH SOLE 0 0 1008 ALPHABET INC CAP STK CL A 02079K305 1770 812 SH SOLE 0 0 812 ALPHABET INC CAP STK CL C 02079K107 896 409 SH SOLE 0 0 409 ALTRIA GROUP INC COM 02209S103 372 8898 SH SOLE 0 0 8898 AMAZON COM INC COM 023135106 346 3260 SH SOLE 0 0 3260 AMERICAN CENTY ETF TR AVANTIS CORE FI 025072562 1409 32875 SH SOLE 0 0 32875 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 4563 87705 SH SOLE 0 0 87705 AMERICAN CENTY ETF TR AVANTIS SHFXDINC 025072687 429 9156 SH SOLE 0 0 9156 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 10165 199469 SH SOLE 0 0 199469 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 538 10198 SH SOLE 0 0 10198 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 432 9717 SH SOLE 0 0 9717 AMERICAN CENTY ETF TR US EQT ETF 025072885 17109 263058 SH SOLE 0 0 263058 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 906 19655 SH SOLE 0 0 19655 AMERICAN CENTY ETF TR US SML CP VALU 025072877 3654 53451 SH SOLE 0 0 53451 AMERICAN ELEC PWR CO INC COM 025537101 384 4007 SH SOLE 0 0 4007 AMERICAN WTR WKS CO INC NEW COM 030420103 692 4652 SH SOLE 0 0 4652 APPLE INC COM 037833100 5758 42114 SH SOLE 0 0 42114 ASSURANT INC COM 04621X108 256 1480 SH SOLE 0 0 1480 ATMOS ENERGY CORP COM 049560105 439 3918 SH SOLE 0 0 3918 BERKSHIRE HATHAWAY INC DEL CL A 084670108 409 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 665 2436 SH SOLE 0 0 2436 BLACKSTONE INC COM 09260D107 218 2386 SH SOLE 0 0 2386 BRISTOL-MYERS SQUIBB CO COM 110122108 626 8133 SH SOLE 0 0 8133 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 571 14951 SH SOLE 0 0 14951 CINCINNATI FINL CORP COM 172062101 1138 9568 SH SOLE 0 0 9568 CINTAS CORP COM 172908105 472 1264 SH SOLE 0 0 1264 COMCAST CORP NEW CL A 20030N101 317 8088 SH SOLE 0 0 8088 COSTCO WHSL CORP NEW COM 22160K105 1517 3165 SH SOLE 0 0 3165 DANAHER CORPORATION COM 235851102 458 1807 SH SOLE 0 0 1807 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 653 14969 SH SOLE 0 0 14969 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 243 10343 SH SOLE 0 0 10343 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 5622 242734 SH SOLE 0 0 242734 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 666 15146 SH SOLE 0 0 15146 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 10340 428315 SH SOLE 0 0 428315 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 1672 77711 SH SOLE 0 0 77711 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 323 15142 SH SOLE 0 0 15142 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 614 29184 SH SOLE 0 0 29184 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 1342 28620 SH SOLE 0 0 28620 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 7843 296763 SH SOLE 0 0 296763 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 19356 830730 SH SOLE 0 0 830730 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 5892 144600 SH SOLE 0 0 144600 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 2549 53106 SH SOLE 0 0 53106 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 311 13767 SH SOLE 0 0 13767 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1356 33704 SH SOLE 0 0 33704 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 4062 189478 SH SOLE 0 0 189478 DTE ENERGY CO COM 233331107 296 2339 SH SOLE 0 0 2339 DUKE ENERGY CORP NEW COM NEW 26441C204 264 2463 SH SOLE 0 0 2463 EDWARDS LIFESCIENCES CORP COM 28176E108 596 6270 SH SOLE 0 0 6270 EVERSOURCE ENERGY COM 30040W108 1237 14646 SH SOLE 0 0 14646 EXELON CORP COM 30161N101 345 7611 SH SOLE 0 0 7611 GALLAGHER ARTHUR J & CO COM 363576109 362 2219 SH SOLE 0 0 2219 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 295 3935 SH SOLE 0 0 3935 GOLDMAN SACHS GROUP INC COM 38141G104 275 927 SH SOLE 0 0 927 HOME DEPOT INC COM 437076102 864 3149 SH SOLE 0 0 3149 INTEL CORP COM 458140100 298 7963 SH SOLE 0 0 7963 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 1717 27689 SH SOLE 0 0 27689 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 206 9715 SH SOLE 0 0 9715 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 594 4011 SH SOLE 0 0 4011 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 340 8098 SH SOLE 0 0 8098 INVESCO QQQ TR UNIT SER 1 46090E103 365 1302 SH SOLE 0 0 1302 ISHARES INC CORE MSCI EMKT 46434G103 1564 31884 SH SOLE 0 0 31884 ISHARES TR CORE 1 5 YR USD 46432F859 831 17539 SH SOLE 0 0 17539 ISHARES TR CORE INTL AGGR 46435G672 250 5027 SH SOLE 0 0 5027 ISHARES TR CORE MSCI EAFE 46432F842 5800 98556 SH SOLE 0 0 98556 ISHARES TR CORE MSCI TOTAL 46432F834 1181 20709 SH SOLE 0 0 20709 ISHARES TR CORE S&P MCP ETF 464287507 729 3223 SH SOLE 0 0 3223 ISHARES TR CORE S&P SCP ETF 464287804 1210 13091 SH SOLE 0 0 13091 ISHARES TR CORE S&P TTL STK 464287150 1905 22733 SH SOLE 0 0 22733 ISHARES TR CORE S&P500 ETF 464287200 7028 18537 SH SOLE 0 0 18537 ISHARES TR CORE US AGGBD ET 464287226 1645 16178 SH SOLE 0 0 16178 ISHARES TR GLOBAL REIT ETF 46434V647 1403 58030 SH SOLE 0 0 58030 ISHARES TR IBOXX HI YD ETF 464288513 216 2932 SH SOLE 0 0 2932 ISHARES TR MSCI EAFE ETF 464287465 647 10359 SH SOLE 0 0 10359 ISHARES TR RUS 1000 ETF 464287622 976 4695 SH SOLE 0 0 4695 ISHARES TR RUS 1000 VAL ETF 464287598 371 2560 SH SOLE 0 0 2560 ISHARES TR RUSSELL 2000 ETF 464287655 809 4778 SH SOLE 0 0 4778 ISHARES TR SELECT DIVID ETF 464287168 310 2637 SH SOLE 0 0 2637 ISHARES TR U.S. ENERGY ETF 464287796 239 6280 SH SOLE 0 0 6280 JOHNSON & JOHNSON COM 478160104 669 3768 SH SOLE 0 0 3768 JPMORGAN CHASE & CO COM 46625H100 869 7720 SH SOLE 0 0 7720 KIMBERLY-CLARK CORP COM 494368103 466 3449 SH SOLE 0 0 3449 LAM RESEARCH CORP COM 512807108 488 1145 SH SOLE 0 0 1145 LOWES COS INC COM 548661107 409 2341 SH SOLE 0 0 2341 MASTERCARD INCORPORATED CL A 57636Q104 959 3041 SH SOLE 0 0 3041 MCCORMICK & CO INC COM NON VTG 579780206 741 8896 SH SOLE 0 0 8896 MCDONALDS CORP COM 580135101 534 2163 SH SOLE 0 0 2163 META PLATFORMS INC CL A 30303M102 311 1930 SH SOLE 0 0 1930 METTLER TOLEDO INTERNATIONAL COM 592688105 310 270 SH SOLE 0 0 270 MICROSOFT CORP COM 594918104 4003 15586 SH SOLE 0 0 15586 MID-AMER APT CMNTYS INC COM 59522J103 303 1736 SH SOLE 0 0 1736 MONDELEZ INTL INC CL A 609207105 380 6125 SH SOLE 0 0 6125 NATIONAL RETAIL PROPERTIES I COM 637417106 555 12904 SH SOLE 0 0 12904 NORTHROP GRUMMAN CORP COM 666807102 210 439 SH SOLE 0 0 439 PAYCHEX INC COM 704326107 1286 11292 SH SOLE 0 0 11292 PFIZER INC COM 717081103 215 4094 SH SOLE 0 0 4094 PNC FINL SVCS GROUP INC COM 693475105 310 1964 SH SOLE 0 0 1964 PRICE T ROWE GROUP INC COM 74144T108 202 1779 SH SOLE 0 0 1779 PROCTER AND GAMBLE CO COM 742718109 5646 39268 SH SOLE 0 0 39268 PROLOGIS INC. COM 74340W103 847 7202 SH SOLE 0 0 7202 QUALCOMM INC COM 747525103 333 2607 SH SOLE 0 0 2607 SPDR INDEX SHS FDS S&P EM MKT DIV 78463X533 589 22739 SH SOLE 0 0 22739 SPDR S&P 500 ETF TR TR UNIT 78462F103 2640 6997 SH SOLE 0 0 6997 SPDR SER TR S&P DIVID ETF 78464A763 1053 8874 SH SOLE 0 0 8874 STARBUCKS CORP COM 855244109 238 3110 SH SOLE 0 0 3110 SYSCO CORP COM 871829107 237 2795 SH SOLE 0 0 2795 THERMO FISHER SCIENTIFIC INC COM 883556102 896 1649 SH SOLE 0 0 1649 TRUIST FINL CORP COM 89832Q109 246 5183 SH SOLE 0 0 5183 TWITTER INC COM 90184L102 359 9609 SH SOLE 0 0 9609 UNITED PARCEL SERVICE INC CL B 911312106 529 2900 SH SOLE 0 0 2900 UNITEDHEALTH GROUP INC COM 91324P102 1481 2884 SH SOLE 0 0 2884 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 566 7375 SH SOLE 0 0 7375 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 289 2205 SH SOLE 0 0 2205 VANGUARD INDEX FDS LARGE CAP ETF 922908637 8247 47850 SH SOLE 0 0 47850 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 722 4114 SH SOLE 0 0 4114 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1132 8737 SH SOLE 0 0 8737 VANGUARD INDEX FDS MID CAP ETF 922908629 967 4909 SH SOLE 0 0 4909 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1296 8650 SH SOLE 0 0 8650 VANGUARD INDEX FDS SMALL CP ETF 922908751 890 5051 SH SOLE 0 0 5051 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1227 6503 SH SOLE 0 0 6503 VANGUARD INDEX FDS VALUE ETF 922908744 698 5295 SH SOLE 0 0 5295 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 534 12830 SH SOLE 0 0 12830 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 2211 25906 SH SOLE 0 0 25906 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 625 12520 SH SOLE 0 0 12520 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1195 14940 SH SOLE 0 0 14940 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 488 8293 SH SOLE 0 0 8293 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 404 5300 SH SOLE 0 0 5300 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2599 18118 SH SOLE 0 0 18118 VANGUARD STAR FDS VG TL INTL STK F 921909768 586 11354 SH SOLE 0 0 11354 VANGUARD WORLD FDS ENERGY ETF 92204A306 1421 14288 SH SOLE 0 0 14288 VISA INC COM CL A 92826C839 1355 6880 SH SOLE 0 0 6880 WALMART INC COM 931142103 418 3441 SH SOLE 0 0 3441 WISDOMTREE TR US SMALLCAP DIVD 97717W604 1859 65865 SH SOLE 0 0 65865 XCEL ENERGY INC COM 98389B100 762 10762 SH SOLE 0 0 10762 ZOETIS INC CL A 98978V103 506 2943 SH SOLE 0 0 2943