Chief Compliance Officer

0001085146-23-002281.txt : 20230512 0001085146-23-002281.hdr.sgml : 20230512 20230512102326 ACCESSION NUMBER: 0001085146-23-002281 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230512 DATE AS OF CHANGE: 20230512 EFFECTIVENESS DATE: 20230512 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: 23913753 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 false false 0001907898 XXXXXXXX 03-31-2023 03-31-2023 false SC&H Financial Advisors, Inc.

910 RIDGEBROOK ROAD SPARKS MD 21152

13F HOLDINGS REPORT 028-21743 000120666 801-69985 N Jeffrey Schropp Chief Compliance Officer 443-485-5862 /s/Jeffrey Schropp Sparks MD 05-12-2023 0 131 274346249 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 279185 977 SH SOLE 0 0 977 ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 369759 959 SH SOLE 0 0 959 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1572615 15161 SH SOLE 0 0 15161 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 752107 7232 SH SOLE 0 0 7232 ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 266779 5979 SH SOLE 0 0 5979 AMAZON COM INC COM 023135106 BBG001S5PQL7 280897 2720 SH SOLE 0 0 2720 AMERICAN CENTY ETF TR AVANTIS ALL EQT 025072232 BBG019T9ZBN0 210028 3634 SH SOLE 0 0 3634 AMERICAN CENTY ETF TR AVANTIS CORE FI 025072562 BBG00XTVX1T7 2638657 62632 SH SOLE 0 0 62632 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 BBG00Q6ZDXT0 8749484 165428 SH SOLE 0 0 165428 AMERICAN CENTY ETF TR AVANTIS SHFXDINC 025072687 BBG00XTVX698 1300419 28065 SH SOLE 0 0 28065 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 BBG00Q9MQ6T1 13636862 239117 SH SOLE 0 0 239117 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 BBG00Q9MR7Z1 943829 16139 SH SOLE 0 0 16139 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 BBG012R478M7 1043475 25168 SH SOLE 0 0 25168 AMERICAN CENTY ETF TR US EQT ETF 025072885 BBG00Q9MPQH1 25809325 364127 SH SOLE 0 0 364127 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 BBG012NL46D0 1176587 23021 SH SOLE 0 0 23021 AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 3116425 42080 SH SOLE 0 0 42080 AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 299083 3287 SH SOLE 0 0 3287 AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 592673 4046 SH SOLE 0 0 4046 AMPHENOL CORP NEW CL A 032095101 BBG001S5NSK6 213736 2615 SH SOLE 0 0 2615 APPLE INC COM 037833100 BBG001S5N8V8 6648940 40321 SH SOLE 0 0 40321 ATMOS ENERGY CORP COM 049560105 BBG001S5VG05 395734 3522 SH SOLE 0 0 3522 BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 465600 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 748048 2423 SH SOLE 0 0 2423 BIOATLA INC COM 09077B104 BBG00Y6GBV39 57352 21400 SH SOLE 0 0 21400 BLACKSTONE INC COM 09260D107 BBG001S7H949 297424 3386 SH SOLE 0 0 3386 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 480102 6927 SH SOLE 0 0 6927 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 BBG001S5P686 462450 13694 SH SOLE 0 0 13694 CINCINNATI FINL CORP COM 172062101 BBG001S5PTM0 1017261 9076 SH SOLE 0 0 9076 CINTAS CORP COM 172908105 BBG001S7CRG1 539403 1166 SH SOLE 0 0 1166 COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 223529 5896 SH SOLE 0 0 5896 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1455008 2928 SH SOLE 0 0 2928 DANAHER CORPORATION COM 235851102 BBG001S5QGT0 341411 1355 SH SOLE 0 0 1355 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 BBG01254CL28 367122 8638 SH SOLE 0 0 8638 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 BBG017159MD8 2501490 106040 SH SOLE 0 0 106040 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 BBG00Y2PHW26 6636924 288311 SH SOLE 0 0 288311 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 BBG01254K0G0 1389366 32441 SH SOLE 0 0 32441 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 12482691 463180 SH SOLE 0 0 463180 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 BBG01631TNW2 10728559 445816 SH SOLE 0 0 445816 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 BBG01636J356 1238790 51232 SH SOLE 0 0 51232 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 BBG01633Y2Y6 330168 13870 SH SOLE 0 0 13870 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 BBG01254JDW6 2246823 48153 SH SOLE 0 0 48153 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 BBG00Y2JG0C0 14128476 491084 SH SOLE 0 0 491084 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 32031294 1257115 SH SOLE 0 0 1257115 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 BBG011DXXNJ2 9180140 206620 SH SOLE 0 0 206620 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 BBG015DLMLQ7 455250 18109 SH SOLE 0 0 18109 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 BBG01BN5Z188 312984 12739 SH SOLE 0 0 12739 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 BBG015GTL6R0 722150 33604 SH SOLE 0 0 33604 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 2410819 45746 SH SOLE 0 0 45746 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 BBG015DG3GG1 1965459 78839 SH SOLE 0 0 78839 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 BBG011DXY0L8 2358100 52991 SH SOLE 0 0 52991 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 4253066 184435 SH SOLE 0 0 184435 DTE ENERGY CO COM 233331107 BBG001S5QN88 258727 2362 SH SOLE 0 0 2362 DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 224721 2329 SH SOLE 0 0 2329 EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 452947 5475 SH SOLE 0 0 5475 EVERSOURCE ENERGY COM 30040W108 BBG001S5TRL1 1025707 13106 SH SOLE 0 0 13106 GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 383209 2003 SH SOLE 0 0 2003 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 BBG00B0SKXY1 319601 3935 SH SOLE 0 0 3935 HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 259769 985 SH SOLE 0 0 985 HOME DEPOT INC COM 437076102 BBG001S5RTW7 904177 3064 SH SOLE 0 0 3064 HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 207021 1083 SH SOLE 0 0 1083 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001V18CG8 1414099 22662 SH SOLE 0 0 22662 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 BBG001S6H5N8 625458 3989 SH SOLE 0 0 3989 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 417836 1302 SH SOLE 0 0 1302 ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 1571053 32200 SH SOLE 0 0 32200 ISHARES TR CORE 1 5 YR USD 46432F859 BBG003HC6JD6 1295054 27464 SH SOLE 0 0 27464 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 7860109 117578 SH SOLE 0 0 117578 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 820370 13242 SH SOLE 0 0 13242 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 637350 2548 SH SOLE 0 0 2548 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 755126 7809 SH SOLE 0 0 7809 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 2036771 22493 SH SOLE 0 0 22493 ISHARES TR CORE S&P US VLU 464287663 BBG001SFQL80 261324 3542 SH SOLE 0 0 3542 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 7651975 18614 SH SOLE 0 0 18614 ISHARES TR CORE TOTAL USD 46434V613 BBG006MJCSW0 1158533 25104 SH SOLE 0 0 25104 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 1440560 14458 SH SOLE 0 0 14458 ISHARES TR GLOBAL REIT ETF 46434V647 BBG006S5D3J3 2153859 93932 SH SOLE 0 0 93932 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 920958 12877 SH SOLE 0 0 12877 ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 1179529 5237 SH SOLE 0 0 5237 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 393362 2583 SH SOLE 0 0 2583 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 852064 4776 SH SOLE 0 0 4776 ISHARES TR U.S. ENERGY ETF 464287796 BBG001SFGXW8 277468 6342 SH SOLE 0 0 6342 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 318433 2054 SH SOLE 0 0 2054 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 897212 6885 SH SOLE 0 0 6885 KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 449692 3350 SH SOLE 0 0 3350 LAM RESEARCH CORP COM 512807108 BBG001S5SW40 583979 1102 SH SOLE 0 0 1102 LOWES COS INC COM 548661107 BBG001S5SVL3 435471 2178 SH SOLE 0 0 2178 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 1036354 2852 SH SOLE 0 0 2852 MCCORMICK & CO INC COM NON VTG 579780206 BBG001S79S19 743910 8940 SH SOLE 0 0 8940 MCDONALDS CORP COM 580135101 BBG001S5T110 610990 2185 SH SOLE 0 0 2185 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 388327 1832 SH SOLE 0 0 1832 METTLER TOLEDO INTERNATIONAL COM 592688105 BBG001SB87G1 393738 257 SH SOLE 0 0 257 MICROSOFT CORP COM 594918104 BBG001S5TD05 4331080 15023 SH SOLE 0 0 15023 MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 426827 6122 SH SOLE 0 0 6122 NATIONAL RETAIL PROPERTIES I COM 637417106 BBG001S6Z1P5 492332 11151 SH SOLE 0 0 11151 NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 234220 507 SH SOLE 0 0 507 PAYCHEX INC COM 704326107 BBG001S5V135 1154844 10078 SH SOLE 0 0 10078 PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 260388 2049 SH SOLE 0 0 2049 PRICE T ROWE GROUP INC COM 74144T108 BBG001S5WW18 200829 1779 SH SOLE 0 0 1779 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 900446 6056 SH SOLE 0 0 6056 PROLOGIS INC. COM 74340W103 BBG001S5NMN6 901484 7225 SH SOLE 0 0 7225 QUALCOMM INC COM 747525103 BBG001S6VS70 269746 2114 SH SOLE 0 0 2114 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 2682458 6552 SH SOLE 0 0 6552 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 1107586 8953 SH SOLE 0 0 8953 STARBUCKS CORP COM 855244109 BBG001S72KH6 325409 3125 SH SOLE 0 0 3125 SYSCO CORP COM 871829107 BBG001S5WJS8 218859 2834 SH SOLE 0 0 2834 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 853767 1481 SH SOLE 0 0 1481 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 799325 4120 SH SOLE 0 0 4120 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 1129154 2389 SH SOLE 0 0 2389 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 1332012 17414 SH SOLE 0 0 17414 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 BBG001SK3J43 469652 3350 SH SOLE 0 0 3350 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 9068484 48544 SH SOLE 0 0 48544 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 BBG001SRN7S6 784891 4027 SH SOLE 0 0 4027 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 BBG001SRN7W1 1250371 9326 SH SOLE 0 0 9326 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 673468 3193 SH SOLE 0 0 3193 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 222737 2682 SH SOLE 0 0 2682 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 1167092 7351 SH SOLE 0 0 7351 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 1016659 5363 SH SOLE 0 0 5363 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 1620540 7940 SH SOLE 0 0 7940 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 599776 4343 SH SOLE 0 0 4343 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 497281 12309 SH SOLE 0 0 12309 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 BBG001T2YZG9 1760259 19115 SH SOLE 0 0 19115 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 1258297 15686 SH SOLE 0 0 15686 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG001T62M74 209455 3578 SH SOLE 0 0 3578 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 404019 5300 SH SOLE 0 0 5300 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 2409890 15648 SH SOLE 0 0 15648 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 658482 11927 SH SOLE 0 0 11927 VANGUARD WORLD FDS ENERGY ETF 92204A306 BBG001SHTV45 2153056 18848 SH SOLE 0 0 18848 VISA INC COM CL A 92826C839 BBG001SRCFY3 1414398 6273 SH SOLE 0 0 6273 WALMART INC COM 931142103 BBG001S5XH92 426391 2892 SH SOLE 0 0 2892 WISDOMTREE TR US SMALLCAP DIVD 97717W604 BBG001SHKFX7 1786165 62541 SH SOLE 0 0 62541 XCEL ENERGY INC COM 98389B100 BBG001S7F0X8 688765 10213 SH SOLE 0 0 10213 ZOETIS INC CL A 98978V103 BBG0039320P7 444654 2672 SH SOLE 0 0 2672