Chief Compliance Officer

0001085146-24-005132.txt : 20241025 0001085146-24-005132.hdr.sgml : 20241025 20241024175817 ACCESSION NUMBER: 0001085146-24-005132 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241025 DATE AS OF CHANGE: 20241024 EFFECTIVENESS DATE: 20241025 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: 241393676 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 09-30-2024 09-30-2024 false 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 410-403-1500 /s/Caitlin Garner Sparks MD 10-24-2024 0 153 457725996 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 230769 1169 SH SOLE 0 0 1169 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 344643 975 SH SOLE 0 0 975 ADOBE INC COM 00724F101 BBG001S5NCQ5 470144 908 SH SOLE 0 0 908 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 2248333 13556 SH SOLE 0 0 13556 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1215814 7272 SH SOLE 0 0 7272 ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 216993 4251 SH SOLE 0 0 4251 AMAZON COM INC COM 023135106 BBG001S5PQL7 499364 2680 SH SOLE 0 0 2680 AMERICAN CENTY ETF TR AVANTIS ALL EQT 025072232 BBG019T9ZBN0 1665265 22543 SH SOLE 0 0 22543 AMERICAN CENTY ETF TR AVANTIS CORE FI 025072562 BBG00XTVX1T7 2651815 62381 SH SOLE 0 0 62381 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 BBG00Q6ZDXT0 17146758 265430 SH SOLE 0 0 265430 AMERICAN CENTY ETF TR AVANTIS SHFXDINC 025072687 BBG00XTVX698 906178 19227 SH SOLE 0 0 19227 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 BBG00Q9MQ6T1 21559992 321647 SH SOLE 0 0 321647 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 BBG00Q9MR7Z1 1205023 17051 SH SOLE 0 0 17051 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 BBG012R478M7 1137243 24125 SH SOLE 0 0 24125 AMERICAN CENTY ETF TR US EQT ETF 025072885 BBG00Q9MPQH1 55865349 587129 SH SOLE 0 0 587129 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 BBG012NL46D0 1555655 23631 SH SOLE 0 0 23631 AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 4891508 50980 SH SOLE 0 0 50980 AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 226548 2208 SH SOLE 0 0 2208 AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 494360 3380 SH SOLE 0 0 3380 AMPHENOL CORP NEW CL A 032095101 BBG001S5NSK6 340135 5220 SH SOLE 0 0 5220 APPLE INC COM 037833100 BBG001S5N8V8 8629972 37039 SH SOLE 0 0 37039 ASSURANT INC COM 04621X108 BBG001SD9DW5 220735 1110 SH SOLE 0 0 1110 ATMOS ENERGY CORP COM 049560105 BBG001S5VG05 391693 2824 SH SOLE 0 0 2824 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 328421 8277 SH SOLE 0 0 8277 BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 691180 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 1122574 2439 SH SOLE 0 0 2439 BIOATLA INC COM 09077B104 BBG00Y6GBV39 115313 65519 SH SOLE 0 0 65519 BLACKSTONE INC COM 09260D107 BBG001S7H949 387706 2532 SH SOLE 0 0 2532 BROADCOM INC COM 11135F101 BBG00KHY5SY8 582193 3375 SH SOLE 0 0 3375 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 BBG001S5P686 286683 8182 SH SOLE 0 0 8182 CINCINNATI FINL CORP COM 172062101 BBG001S5PTM0 898385 6600 SH SOLE 0 0 6600 CINTAS CORP COM 172908105 BBG001S7CRG1 959239 4659 SH SOLE 0 0 4659 CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 391913 1507 SH SOLE 0 0 1507 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 2413929 2723 SH SOLE 0 0 2723 DANAHER CORPORATION COM 235851102 BBG001S5QGT0 421248 1515 SH SOLE 0 0 1515 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 BBG01254CL28 3090802 71563 SH SOLE 0 0 71563 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 BBG017159MD8 4629923 164473 SH SOLE 0 0 164473 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 BBG00Y2PHW26 9184892 335093 SH SOLE 0 0 335093 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 BBG01BN60P09 1249450 43294 SH SOLE 0 0 43294 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 BBG01254K0G0 329250 7787 SH SOLE 0 0 7787 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 20395079 641758 SH SOLE 0 0 641758 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 BBG01631TNW2 19844972 705223 SH SOLE 0 0 705223 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 BBG01636J356 1637103 59101 SH SOLE 0 0 59101 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 BBG01633Y2Y6 392223 13497 SH SOLE 0 0 13497 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 BBG01254JDW6 8760589 183506 SH SOLE 0 0 183506 DIMENSIONAL ETF TRUST ULTRASHORT FIXED 25434V591 BBG01J9W4CB4 1650324 32506 SH SOLE 0 0 32506 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 BBG00Y2JG0C0 27974822 704833 SH SOLE 0 0 704833 DIMENSIONAL ETF TRUST US CORE EQUITY 1 25434V625 BBG01J6LTBL5 3964782 62595 SH SOLE 0 0 62595 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 68428581 1995584 SH SOLE 0 0 1995584 DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401 BBG011DXXNJ2 19560995 314485 SH SOLE 0 0 314485 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 BBG015DLMLQ7 738513 21676 SH SOLE 0 0 21676 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 BBG01BN5Z188 1549945 50307 SH SOLE 0 0 50307 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 BBG015GTL6R0 469923 18328 SH SOLE 0 0 18328 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 3354090 51713 SH SOLE 0 0 51713 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 BBG015DG3GG1 2613630 84858 SH SOLE 0 0 84858 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 BBG011DXY0L8 4175740 75063 SH SOLE 0 0 75063 DIMENSIONAL ETF TRUST WORLD EQUITY ETF 25434V617 BBG01J9W24S6 369543 5823 SH SOLE 0 0 5823 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 5679177 210262 SH SOLE 0 0 210262 DTE ENERGY CO COM 233331107 BBG001S5QN88 208055 1620 SH SOLE 0 0 1620 EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 311605 4722 SH SOLE 0 0 4722 EHEALTH INC COM 28238P109 BBG001SQX565 40800 10000 SH SOLE 0 0 10000 EVERSOURCE ENERGY COM 30040W108 BBG001S5TRL1 443591 6519 SH SOLE 0 0 6519 FIDELITY COVINGTON TRUST ENHANCED INTL 31609A404 BBG01K4JLZG0 275190 9088 SH SOLE 0 0 9088 GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 428808 1524 SH SOLE 0 0 1524 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 BBG00B0SKXY1 444419 3935 SH SOLE 0 0 3935 GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 213408 431 SH SOLE 0 0 431 HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 352036 866 SH SOLE 0 0 866 HOME DEPOT INC COM 437076102 BBG001S5RTW7 1079961 2665 SH SOLE 0 0 2665 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001V18CG8 1337709 18649 SH SOLE 0 0 18649 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 BBG001S6H5N8 823442 20267 SH SOLE 0 0 20267 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 BBG001SDTVQ0 271112 4030 SH SOLE 0 0 4030 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 644672 1321 SH SOLE 0 0 1321 ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 1737980 30273 SH SOLE 0 0 30273 ISHARES TR CORE 1 5 YR USD 46432F859 BBG003HC6JD6 339938 6983 SH SOLE 0 0 6983 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 9231759 118280 SH SOLE 0 0 118280 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 959732 13214 SH SOLE 0 0 13214 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 738745 11854 SH SOLE 0 0 11854 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 910553 7785 SH SOLE 0 0 7785 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 2811933 22384 SH SOLE 0 0 22384 ISHARES TR CORE S&P US VLU 464287663 BBG001SFQL80 295021 3090 SH SOLE 0 0 3090 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 10855309 18819 SH SOLE 0 0 18819 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 1937164 19129 SH SOLE 0 0 19129 ISHARES TR DOW JONES US ETF 464287846 BBG001S7Y593 228369 1636 SH SOLE 0 0 1636 ISHARES TR GLOBAL REIT ETF 46434V647 BBG006S5D3J3 3398055 127316 SH SOLE 0 0 127316 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 1071592 12813 SH SOLE 0 0 12813 ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 1654564 5263 SH SOLE 0 0 5263 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 496994 2619 SH SOLE 0 0 2619 ISHARES TR RUSEL 2500 ETF 46435G268 BBG00H31MJN5 327426 4834 SH SOLE 0 0 4834 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 1052521 4765 SH SOLE 0 0 4765 ISHARES TR U.S. ENERGY ETF 464287796 BBG001SFGXW8 261954 5653 SH SOLE 0 0 5653 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 271264 1674 SH SOLE 0 0 1674 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 1505182 7138 SH SOLE 0 0 7138 KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 263360 1851 SH SOLE 0 0 1851 LAM RESEARCH CORP COM 512807108 BBG001S5SW40 734330 900 SH SOLE 0 0 900 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 219263 375 SH SOLE 0 0 375 LOWES COS INC COM 548661107 BBG001S5SVL3 776604 2867 SH SOLE 0 0 2867 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 1407059 2849 SH SOLE 0 0 2849 MCCORMICK & CO INC COM NON VTG 579780206 BBG001S79S19 664885 8079 SH SOLE 0 0 8079 MCDONALDS CORP COM 580135101 BBG001S5T110 591760 1943 SH SOLE 0 0 1943 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 1073928 1876 SH SOLE 0 0 1876 METTLER TOLEDO INTERNATIONAL COM 592688105 BBG001SB87G1 301440 201 SH SOLE 0 0 201 MICROSOFT CORP COM 594918104 BBG001S5TD05 6525164 15164 SH SOLE 0 0 15164 MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 481865 6541 SH SOLE 0 0 6541 NNN REIT INC COM 637417106 BBG001S6Z1P5 480261 9904 SH SOLE 0 0 9904 NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 214225 862 SH SOLE 0 0 862 NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 311791 590 SH SOLE 0 0 590 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 606419 4994 SH SOLE 0 0 4994 PAYCHEX INC COM 704326107 BBG001S5V135 999768 7450 SH SOLE 0 0 7450 PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 288946 1563 SH SOLE 0 0 1563 PRICE T ROWE GROUP INC COM 74144T108 BBG001S5WW18 213397 1959 SH SOLE 0 0 1959 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1120595 6470 SH SOLE 0 0 6470 PROLOGIS INC. COM 74340W103 BBG001S5NMN6 760224 6020 SH SOLE 0 0 6020 PULTE GROUP INC COM 745867101 BBG001S5V5K7 355954 2480 SH SOLE 0 0 2480 QUALCOMM INC COM 747525103 BBG001S6VS70 259585 1527 SH SOLE 0 0 1527 SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771 BBG0051J0PJ9 255802 3565 SH SOLE 0 0 3565 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 BBG00L5F9FV7 238656 2640 SH SOLE 0 0 2640 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 3881825 6766 SH SOLE 0 0 6766 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 1191774 8390 SH SOLE 0 0 8390 STARBUCKS CORP COM 855244109 BBG001S72KH6 280968 2882 SH SOLE 0 0 2882 SYSCO CORP COM 871829107 BBG001S5WJS8 239800 3072 SH SOLE 0 0 3072 TEXTRON INC COM 883203101 BBG001S5WZ39 275407 3109 SH SOLE 0 0 3109 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 737088 1192 SH SOLE 0 0 1192 TRUIST FINL CORP COM 89832Q109 BBG001S5YYC0 228081 5333 SH SOLE 0 0 5333 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 718982 5273 SH SOLE 0 0 5273 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 1399364 2393 SH SOLE 0 0 2393 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 1908802 24257 SH SOLE 0 0 24257 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 BBG001SK3J43 757660 4163 SH SOLE 0 0 4163 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 228643 596 SH SOLE 0 0 596 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 12186343 46285 SH SOLE 0 0 46285 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 BBG001SRN7S6 869526 3571 SH SOLE 0 0 3571 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 BBG001SRN7W1 1535081 9155 SH SOLE 0 0 9155 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 865626 3281 SH SOLE 0 0 3281 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 253008 2597 SH SOLE 0 0 2597 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 271856 515 SH SOLE 0 0 515 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 1569184 7815 SH SOLE 0 0 7815 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 1275163 5376 SH SOLE 0 0 5376 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 2925665 10332 SH SOLE 0 0 10332 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 470341 2694 SH SOLE 0 0 2694 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 251434 5255 SH SOLE 0 0 5255 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 BBG001T2YZG9 1986126 16593 SH SOLE 0 0 16593 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 2456338 29329 SH SOLE 0 0 29329 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 357390 4500 SH SOLE 0 0 4500 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 BBG001TCH518 300849 3117 SH SOLE 0 0 3117 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 2858447 14432 SH SOLE 0 0 14432 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 944185 14584 SH SOLE 0 0 14584 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 206910 3918 SH SOLE 0 0 3918 VANGUARD WORLD FD ENERGY ETF 92204A306 BBG001SHTV45 347924 2841 SH SOLE 0 0 2841 VISA INC COM CL A 92826C839 BBG001SRCFY3 1716020 6241 SH SOLE 0 0 6241 WALMART INC COM 931142103 BBG001S5XH92 817932 10129 SH SOLE 0 0 10129 WISDOMTREE TR US SMALLCAP DIVD 97717W604 BBG001SHKFX7 1575339 45675 SH SOLE 0 0 45675 XCEL ENERGY INC COM 98389B100 BBG001S7F0X8 427233 6543 SH SOLE 0 0 6543 ZEDGE INC CL B 98923T104 BBG00B9QVTT9 37000 10000 SH SOLE 0 0 10000 ZOETIS INC CL A 98978V103 BBG0039320P7 509117 2606 SH SOLE 0 0 2606