0001085146-22-003850.txt : 20221109 0001085146-22-003850.hdr.sgml : 20221109 20221109144642 ACCESSION NUMBER: 0001085146-22-003850 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221109 DATE AS OF CHANGE: 20221109 EFFECTIVENESS DATE: 20221109 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: 221372117 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 09-30-2022 09-30-2022 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 11-09-2022 0 126 199983 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 244 950 SH SOLE 0 0 950 ADOBE SYSTEMS INCORPORATED COM 00724F101 225 818 SH SOLE 0 0 818 ALPHABET INC CAP STK CL A 02079K305 1446 15120 SH SOLE 0 0 15120 ALPHABET INC CAP STK CL C 02079K107 691 7189 SH SOLE 0 0 7189 ALTRIA GROUP INC COM 02209S103 299 7402 SH SOLE 0 0 7402 AMAZON COM INC COM 023135106 301 2660 SH SOLE 0 0 2660 AMERICAN CENTY ETF TR AVANTIS CORE FI 025072562 1488 36775 SH SOLE 0 0 36775 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 5960 129763 SH SOLE 0 0 129763 AMERICAN CENTY ETF TR AVANTIS SHFXDINC 025072687 888 19453 SH SOLE 0 0 19453 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 10077 220897 SH SOLE 0 0 220897 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 651 13706 SH SOLE 0 0 13706 AMERICAN CENTY ETF TR US EQT ETF 025072885 17766 284940 SH SOLE 0 0 284940 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 1011 22753 SH SOLE 0 0 22753 AMERICAN CENTY ETF TR US SML CP VALU 025072877 2409 36425 SH SOLE 0 0 36425 AMERICAN ELEC PWR CO INC COM 025537101 312 3607 SH SOLE 0 0 3607 AMERICAN WTR WKS CO INC NEW COM 030420103 521 4000 SH SOLE 0 0 4000 APPLE INC COM 037833100 5136 37162 SH SOLE 0 0 37162 ATMOS ENERGY CORP COM 049560105 288 2824 SH SOLE 0 0 2824 BERKSHIRE HATHAWAY INC DEL CL A 084670108 406 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 648 2428 SH SOLE 0 0 2428 BLACKSTONE INC COM 09260D107 200 2386 SH SOLE 0 0 2386 BRISTOL-MYERS SQUIBB CO COM 110122108 451 6342 SH SOLE 0 0 6342 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 528 14718 SH SOLE 0 0 14718 CINCINNATI FINL CORP COM 172062101 777 8673 SH SOLE 0 0 8673 CINTAS CORP COM 172908105 399 1029 SH SOLE 0 0 1029 COMCAST CORP NEW CL A 20030N101 219 7474 SH SOLE 0 0 7474 CONSTELLATION ENERGY CORP COM 21037T109 211 2535 SH SOLE 0 0 2535 COSTCO WHSL CORP NEW COM 22160K105 1334 2825 SH SOLE 0 0 2825 DANAHER CORPORATION COM 235851102 369 1427 SH SOLE 0 0 1427 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 845 20649 SH SOLE 0 0 20649 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 593 29010 SH SOLE 0 0 29010 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 3654 181888 SH SOLE 0 0 181888 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 221 5443 SH SOLE 0 0 5443 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 7600 352326 SH SOLE 0 0 352326 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 3495 182408 SH SOLE 0 0 182408 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 471 24700 SH SOLE 0 0 24700 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 261 14048 SH SOLE 0 0 14048 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 1163 25279 SH SOLE 0 0 25279 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 8442 335670 SH SOLE 0 0 335670 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 18631 837703 SH SOLE 0 0 837703 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 5631 145055 SH SOLE 0 0 145055 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 383 17966 SH SOLE 0 0 17966 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1661 35695 SH SOLE 0 0 35695 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 1707 78351 SH SOLE 0 0 78351 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1625 41704 SH SOLE 0 0 41704 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 3531 186927 SH SOLE 0 0 186927 DTE ENERGY CO COM 233331107 226 1967 SH SOLE 0 0 1967 DUKE ENERGY CORP NEW COM NEW 26441C204 229 2463 SH SOLE 0 0 2463 EDWARDS LIFESCIENCES CORP COM 28176E108 452 5475 SH SOLE 0 0 5475 EVERSOURCE ENERGY COM 30040W108 1053 13512 SH SOLE 0 0 13512 EXELON CORP COM 30161N101 285 7618 SH SOLE 0 0 7618 GALLAGHER ARTHUR J & CO COM 363576109 367 2145 SH SOLE 0 0 2145 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 279 3935 SH SOLE 0 0 3935 GOLDMAN SACHS GROUP INC COM 38141G104 243 828 SH SOLE 0 0 828 HCA HEALTHCARE INC COM 40412C101 201 1095 SH SOLE 0 0 1095 HOME DEPOT INC COM 437076102 787 2853 SH SOLE 0 0 2853 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 1560 26979 SH SOLE 0 0 26979 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 557 4016 SH SOLE 0 0 4016 INVESCO QQQ TR UNIT SER 1 46090E103 348 1302 SH SOLE 0 0 1302 ISHARES INC CORE MSCI EMKT 46434G103 1715 39903 SH SOLE 0 0 39903 ISHARES TR CORE 1 5 YR USD 46432F859 690 14964 SH SOLE 0 0 14964 ISHARES TR CORE INTL AGGR 46435G672 230 4760 SH SOLE 0 0 4760 ISHARES TR CORE MSCI EAFE 46432F842 6581 124946 SH SOLE 0 0 124946 ISHARES TR CORE MSCI TOTAL 46432F834 1051 20637 SH SOLE 0 0 20637 ISHARES TR CORE S&P MCP ETF 464287507 656 2991 SH SOLE 0 0 2991 ISHARES TR CORE S&P SCP ETF 464287804 1170 13423 SH SOLE 0 0 13423 ISHARES TR CORE S&P TTL STK 464287150 1812 22787 SH SOLE 0 0 22787 ISHARES TR CORE S&P500 ETF 464287200 6385 17803 SH SOLE 0 0 17803 ISHARES TR CORE US AGGBD ET 464287226 1263 13108 SH SOLE 0 0 13108 ISHARES TR GLOBAL REIT ETF 46434V647 1978 93013 SH SOLE 0 0 93013 ISHARES TR MSCI EAFE ETF 464287465 579 10338 SH SOLE 0 0 10338 ISHARES TR RUS 1000 ETF 464287622 848 4298 SH SOLE 0 0 4298 ISHARES TR RUS 1000 VAL ETF 464287598 350 2570 SH SOLE 0 0 2570 ISHARES TR RUSSELL 2000 ETF 464287655 790 4789 SH SOLE 0 0 4789 ISHARES TR SELECT DIVID ETF 464287168 284 2647 SH SOLE 0 0 2647 ISHARES TR U.S. ENERGY ETF 464287796 248 6309 SH SOLE 0 0 6309 JOHNSON & JOHNSON COM 478160104 381 2331 SH SOLE 0 0 2331 JPMORGAN CHASE & CO COM 46625H100 720 6890 SH SOLE 0 0 6890 KIMBERLY-CLARK CORP COM 494368103 388 3449 SH SOLE 0 0 3449 LAM RESEARCH CORP COM 512807108 291 795 SH SOLE 0 0 795 LOWES COS INC COM 548661107 406 2161 SH SOLE 0 0 2161 MASTERCARD INCORPORATED CL A 57636Q104 768 2700 SH SOLE 0 0 2700 MCCORMICK & CO INC COM NON VTG 579780206 632 8868 SH SOLE 0 0 8868 MCDONALDS CORP COM 580135101 462 2002 SH SOLE 0 0 2002 META PLATFORMS INC CL A 30303M102 262 1930 SH SOLE 0 0 1930 METTLER TOLEDO INTERNATIONAL COM 592688105 293 270 SH SOLE 0 0 270 MICROSOFT CORP COM 594918104 3393 14567 SH SOLE 0 0 14567 MONDELEZ INTL INC CL A 609207105 336 6125 SH SOLE 0 0 6125 NATIONAL RETAIL PROPERTIES I COM 637417106 475 11904 SH SOLE 0 0 11904 NORTHROP GRUMMAN CORP COM 666807102 207 439 SH SOLE 0 0 439 PAYCHEX INC COM 704326107 1092 9730 SH SOLE 0 0 9730 PNC FINL SVCS GROUP INC COM 693475105 293 1964 SH SOLE 0 0 1964 PROCTER AND GAMBLE CO COM 742718109 4973 39391 SH SOLE 0 0 39391 PROLOGIS INC. COM 74340W103 732 7202 SH SOLE 0 0 7202 QUALCOMM INC COM 747525103 284 2515 SH SOLE 0 0 2515 SPDR INDEX SHS FDS S&P EM MKT DIV 78463X533 350 15802 SH SOLE 0 0 15802 SPDR S&P 500 ETF TR TR UNIT 78462F103 2443 6839 SH SOLE 0 0 6839 SPDR SER TR S&P DIVID ETF 78464A763 993 8902 SH SOLE 0 0 8902 STARBUCKS CORP COM 855244109 263 3116 SH SOLE 0 0 3116 THERMO FISHER SCIENTIFIC INC COM 883556102 744 1468 SH SOLE 0 0 1468 TRUIST FINL CORP COM 89832Q109 226 5183 SH SOLE 0 0 5183 TWITTER INC COM 90184L102 421 9609 SH SOLE 0 0 9609 UNITEDHEALTH GROUP INC COM 91324P102 1209 2394 SH SOLE 0 0 2394 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 803 10726 SH SOLE 0 0 10726 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 366 2883 SH SOLE 0 0 2883 VANGUARD INDEX FDS LARGE CAP ETF 922908637 7688 47003 SH SOLE 0 0 47003 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 703 4121 SH SOLE 0 0 4121 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1126 9244 SH SOLE 0 0 9244 VANGUARD INDEX FDS MID CAP ETF 922908629 600 3193 SH SOLE 0 0 3193 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1123 7830 SH SOLE 0 0 7830 VANGUARD INDEX FDS SMALL CP ETF 922908751 913 5341 SH SOLE 0 0 5341 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1421 7916 SH SOLE 0 0 7916 VANGUARD INDEX FDS VALUE ETF 922908744 727 5886 SH SOLE 0 0 5886 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 473 12970 SH SOLE 0 0 12970 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 2104 26670 SH SOLE 0 0 26670 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1134 14991 SH SOLE 0 0 14991 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 480 8298 SH SOLE 0 0 8298 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 394 5300 SH SOLE 0 0 5300 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2244 16602 SH SOLE 0 0 16602 VANGUARD STAR FDS VG TL INTL STK F 921909768 522 11398 SH SOLE 0 0 11398 VANGUARD WORLD FDS ENERGY ETF 92204A306 1462 14397 SH SOLE 0 0 14397 VISA INC COM CL A 92826C839 1086 6112 SH SOLE 0 0 6112 WALMART INC COM 931142103 403 3105 SH SOLE 0 0 3105 WISDOMTREE TR US SMALLCAP DIVD 97717W604 1695 65865 SH SOLE 0 0 65865 XCEL ENERGY INC COM 98389B100 657 10262 SH SOLE 0 0 10262 ZOETIS INC CL A 98978V103 436 2943 SH SOLE 0 0 2943