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| Name: |
SC&H Financial Advisors Inc. |
| City: |
SPARKS |
| State: |
MD |
| Zip: |
21152 |
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data |
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| Holdings
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9 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CEG |
Constellation Energy Corp |
121 |
New |
$222.59 |
$277,000 |
1,501 |
0.07% |
277,000 |
1,501 |
0 |
N/A |
|
|
DFAW |
Dimensional World Equity Etf |
134 |
New |
$0.00 |
$219,000 |
3,710 |
0.06% |
219,000 |
3,710 |
0.041 |
N/A |
|
|
TROW |
T Rowe Price Group Inc |
135 |
New |
$117.63 |
$217,000 |
1,779 |
0.06% |
217,000 |
1,779 |
0.001 |
Asset Management |
|
|
XLC |
Communication Services Sele... |
136 |
New |
$82.74 |
$216,000 |
2,640 |
0.06% |
216,000 |
2,640 |
0 |
N/A |
|
|
VOO |
Vanguard S&P 500 Etf |
137 |
New |
$488.48 |
$214,000 |
446 |
0.06% |
214,000 |
446 |
0 |
Closed - End Fund - E... |
|
|
IYY |
iShares Dow Jones US Total ... |
139 |
New |
$129.58 |
$210,000 |
1,636 |
0.05% |
210,000 |
1,636 |
0.022 |
Closed - End Fund - E... |
|
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AIZ |
Assurant Inc |
141 |
New |
$171.38 |
$209,000 |
1,110 |
0.05% |
209,000 |
1,110 |
0 |
Life & Health Insurance |
|
|
VUG |
Vanguard Growth VIPERS |
142 |
New |
$353.84 |
$205,000 |
595 |
0.05% |
205,000 |
595 |
0 |
Closed - End Fund - E... |
|
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BBT |
Truist Financial Corp |
143 |
New |
$35.64 |
$202,000 |
5,183 |
0.05% |
202,000 |
5,183 |
0 |
Domestic Regional Banks |
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