0001907898-23-000005.txt : 20230807 0001907898-23-000005.hdr.sgml : 20230807 20230807134048 ACCESSION NUMBER: 0001907898-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230807 DATE AS OF CHANGE: 20230807 EFFECTIVENESS DATE: 20230807 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: 231146803 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 true false 0001907898 XXXXXXXX 06-30-2023 06-30-2023 SC&H Financial Advisors, Inc.

910 RIDGEBROOK ROAD SPARKS MD 21152

13F HOLDINGS REPORT 028-21743 000120666 801-69985 N Jeffrey Schropp 4434855862 Jeffrey Schropp Sparks MD 08-07-2023 0 136 302617429 false INFORMATION TABLE 2 informationtable30062023.xml AMERICAN CENTY ETF TRAVANTIS CORE FI025072562258413562494SHSOLE0062494AMERICAN CENTY ETF TRUS EQT ETF02507288530808697409745SHSOLE00409745DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG25434V3027067126301242SHSOLE00301242DIMENSIONAL ETF TRUSTINTL CORE EQT MK25434V20313743138503043SHSOLE00503043DIMENSIONAL ETF TRUSTSHORT DURATION F25434V864342490873892SHSOLE0073892DIMENSIONAL ETF TRUSTUS EQUITY ETF25434V40110470635217414SHSOLE00217414ISHARES TRCORE S&P TTL STK464287150221353422624SHSOLE0022624ISHARES TRGLOBAL REIT ETF46434V647207034990133SHSOLE0090133VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF92204285850293712363SHSOLE0012363VANGUARD INDEX FDSSM CP VAL ETF92290861112192317371SHSOLE007371AMERICAN CENTY ETF TRUS SML CP VALU025072877340409843862SHSOLE0043862SPDR S&P 500 ETF TRTR UNIT78462F10329050606554SHSOLE006554VANGUARD INDEX FDSLARGE CAP ETF922908637982008348442SHSOLE0048442AMERICAN CENTY ETF TRAVANTIS EMGMKT0250726049719090180619SHSOLE00180619AMERICAN CENTY ETF TRINTL EQT ETF02507270314387467250653SHSOLE00250653DIMENSIONAL ETF TRUSTINTL CORE EQUITY25434V79911334560467019SHSOLE00467019AMERICAN CENTY ETF TRAVANTIS ALL EQT0250722323390435649SHSOLE005649DIMENSIONAL ETF TRUSTUS CORE EQUITY 225434V708375846891384335SHSOLE001384335ALPHABET INCCAP STK CL A02079K305181225815140SHSOLE0015140ALPHABET INCCAP STK CL C02079K1078744367229SHSOLE007229AMERICAN WTR WKS CO INC NEWCOM0304201035775424046SHSOLE004046COSTCO WHSL CORP NEWCOM22160K10515759452927SHSOLE002927DIMENSIONAL ETF TRUSTEMERGING MKTS CO25434V7322622660109050SHSOLE00109050WISDOMTREE TRUS SMALLCAP DIVD97717W604180398662660SHSOLE0062660XCEL ENERGY INCCOM98389B1005881609461SHSOLE009461VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF922042742178836018440SHSOLE0018440INVESCO EXCH TRADED FD TR IIS&P500 LOW 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TOTAL46432F83484480513491SHSOLE0013491ISHARES TRCORE S&P US VLU4642876632618993347SHSOLE003347DIMENSIONAL ETF TRUSTUS CORE EQT MKT25434V10415684634506119SHSOLE00506119DIMENSIONAL ETF TRUSTUS SMALL CAP VAL25434V815205712680044SHSOLE0080044ISHARES TRCORE 1 5 YR USD46432F859125587226927SHSOLE0026927ISHARES INCCORE MSCI EMKT46434G103159306032320SHSOLE0032320VANGUARD BD INDEX FDSSHORT TRM BOND921937827141978618788SHSOLE0018788VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870124561815761SHSOLE0015761AMERICAN CENTY ETF TRINTL SMCP VLU02507280293783316293SHSOLE0016293GOLDMAN SACHS ETF TRACTIVEBETA US LG3814305033435263935SHSOLE003935ISHARES TRCORE S&P MCP ETF4642875076669202551SHSOLE002551MICROSOFT CORPCOM594918104492425214460SHSOLE0014460VANGUARD INDEX FDSMID CAP ETF9229086297029713193SHSOLE003193VANGUARD INDEX FDSREAL ESTATE ETF9229085532180182609SHSOLE002609DUKE ENERGY CORP NEWCOM NEW26441C2042072262309SHSOLE002309MCCORMICK & CO INCCOM NON VTG5797802067668608791SHSOLE008791ISHARES TRCORE S&P SCP ETF4642878047802057829SHSOLE007829HOME DEPOT INCCOM4370761029523003066SHSOLE003066DIMENSIONAL ETF TRUSTGLOBAL REAL EST25434V6582432349973SHSOLE009973VANGUARD INDEX FDSMCAP GR IDXVIP9229085388288144028SHSOLE004028DIMENSIONAL ETF TRUSTUS LARGE CAP VAL25434V666113956244865SHSOLE0044865VANGUARD WORLD FDSENERGY ETF92204A3069222518169SHSOLE008169AMERICAN CENTY ETF TRAVANTIS SHFXDINC025072687137144429912SHSOLE0029912VANGUARD INDEX FDSVALUE ETF9229087446196664361SHSOLE004361HCA HEALTHCARE INCCOM40412C101298978985SHSOLE00985ISHARES TRCORE TOTAL USD46434V613115029525298SHSOLE0025298LOWES COS INCCOM5486611074896482169SHSOLE002169PROLOGIS INC.COM74340W1038860427225SHSOLE007225VISA INCCOM CL A92826C83915897406694SHSOLE006694ISHARES TRRUS 1000 VAL ETF4642875984084892588SHSOLE002588VANGUARD SCOTTSDALE FDSSHORT TERM TREAS92206C1022073783592SHSOLE003592DIMENSIONAL ETF TRUSTCORE FIXED INCOM25434V872102120624472SHSOLE0024472ADOBE SYSTEMS INCORPORATEDCOM00724F101468941959SHSOLE00959MASTERCARD INCORPORATEDCL A57636Q10412235643111SHSOLE003111UNITEDHEALTH GROUP INCCOM91324P10211461232385SHSOLE002385VANGUARD INDEX FDSMCAP VL IDXVIP92290851212938119350SHSOLE009350UNITED PARCEL SERVICE INCCL B9113121067371154112SHSOLE004112VANGUARD INDEX FDSEXTEND MKT ETF9229086524985613350SHSOLE003350DIMENSIONAL ETF TRUSTUS REAL ESTATE E25434V82369786632429SHSOLE0032429DIMENSIONAL ETF TRUSTINFLATION PROTE25434V856124717630191SHSOLE0030191QUALCOMM INCCOM7475251032323901952SHSOLE001952ZOETIS INCCL A98978V1034593352667SHSOLE002667ISHARES TRU.S. ENERGY ETF4642877962721656353SHSOLE006353INVESCO QQQ TRUNIT SER 146090E1034809811302SHSOLE001302INVESCO EXCHANGE TRADED FD TFTSE RAFI 100046137V6136544983999SHSOLE003999AMERICAN ELEC PWR CO INCCOM0255371012767653287SHSOLE003287CHEVRON CORP NEWCOM1667641002003081273SHSOLE001273MCDONALDS CORPCOM5801351016521662185SHSOLE002185NORTHROP GRUMMAN CORPCOM666807102230837506SHSOLE00506PROCTER AND GAMBLE COCOM7427181098713275742SHSOLE005742AMERICAN CENTY ETF TRUS LARGE CAP VLU025072349123401523131SHSOLE0023131ISHARES TRMSCI EAFE ETF46428746594189112992SHSOLE0012992BRISTOL-MYERS SQUIBB COCOM1101221084333496776SHSOLE006776ALTRIA GROUP INCCOM02209S1032695995951SHSOLE005951BLACKSTONE INCCOM09260D1073157363396SHSOLE003396BROOKFIELD INFRAST PARTNERSLP INT UNITG1625210144535812202SHSOLE0012202KIMBERLY-CLARK CORPCOM4943681034018932911SHSOLE002911ATMOS ENERGY CORPCOM0495601054097523522SHSOLE003522DTE ENERGY COCOM2333311072598602362SHSOLE002362MONDELEZ INTL INCCL A6092071054457316111SHSOLE006111VANGUARD SCOTTSDALE FDSVNG RUS1000GRW92206C6802196083104SHSOLE003104BIOATLA INCCOM09077B1046420021400SHSOLE0021400NVIDIA CORPORATIONCOM67066G104232809550SHSOLE00550SYSCO CORPCOM8718291072096692826SHSOLE002826VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT9219438582012524358SHSOLE004358DIMENSIONAL ETF TRUSTINTL SMALL CAP V25434V78132863913896SHSOLE0013896VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C4094009985300SHSOLE005300DIMENSIONAL ETF TRUSTINTL HIGH PROFIT25434V765125603251309SHSOLE0051309METTLER TOLEDO INTERNATIONALCOM592688105337091257SHSOLE00257BROADCOM INCCOM11135F101206015238SHSOLE00238DIMENSIONAL ETF TRUSTUS HIGH PROFITAB25434V83148231318173SHSOLE0018173ACCENTURE PLC IRELANDSHS CLASS AG1151C101300866975SHSOLE00975SCHWAB STRATEGIC TRSCHWAB FDT US LG8085247712004683482SHSOLE003482AMPHENOL CORP NEWCL A0320951012217202610SHSOLE002610ISHARES TRRUS 1000 ETF46428762212789325247SHSOLE005247BERKSHIRE HATHAWAY INC DELCL A0846701085178101SHSOLE001