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  Name: SC&H Financial Advisors Inc.
  City: SPARKS
  State: MD
  Zip: 21152
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $384,090,000
  Total Value Change : $37,327,000
  Securities Held Change : 5
   
All Securities Held : 143
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

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Holdings Found : 61     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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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
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... - $31.37 $55,030,000 1,722,382 % 8,190,000 119,934 0    N/A
   (AVUS)1 Year Chart         AVUS Avantis Us Equity Etf - $0.00 $45,367,000 506,897 % 6,838,000 34,433 0    N/A
   (DFAU)1 Year Chart         DFAU Dfa Dimensional Us Core Equ... - $0.00 $23,440,000 641,496 % 3,212,000 33,131 0    N/A
   (AVDE)1 Year Chart         AVDE Avantis International Equit... - $63.65 $18,673,000 292,963 % 1,834,000 14,310 0    N/A
   (DFAI)1 Year Chart         DFAI Dfa Dimensional Internation... - $0.00 $17,468,000 578,044 % 1,531,000 21,570 0    N/A
   (DFIC)1 Year Chart         DFIC Dfa Dimensional Internation... - $0.00 $15,171,000 567,138 % 1,921,000 48,127 0    N/A
   (DFUS)1 Year Chart         DFUS Dimensional U S Equity Etf - $56.36 $14,510,000 254,644 % 2,239,000 17,887 0    N/A
   (AVEM)1 Year Chart         AVEM Avantis Emerging Markets Eq... - $0.00 $13,617,000 234,944 % 1,240,000 15,451 0    N/A
   (DFAE)1 Year Chart         DFAE Dfa Dimensional Emerging Co... - $0.00 $7,478,000 302,509 % 347,000 6,745 0    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc - $182.74 $6,800,000 39,656 % -557,000 1,443 0    N/A
   (DFSD)1 Year Chart         DFSD Dfa Dimensional Short-durat... - $0.00 $6,219,000 132,211 % 451,000 9,511 0    N/A
   (DFAX)1 Year Chart         DFAX Dimensional Funds plc - Wor... - $25.64 $5,036,000 197,945 % 284,000 3,346 0    N/A
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf - $91.65 $4,429,000 47,267 % 394,000 2,332 0    N/A
   (DFAT)1 Year Chart         DFAT Dimensional U S Targeted Va... - $53.13 $3,748,000 68,863 % 215,000 1,354 0    N/A
   (DFEM)1 Year Chart         DFEM Dfa Dimensional Emerging Ma... - $0.00 $3,727,000 146,199 % 270,000 7,709 0    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... - $517.19 $3,638,000 6,954 % 522,000 398 0    N/A
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf - $60.90 $3,043,000 48,810 % 197,000 1,081 0    N/A
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... - $179.14 $2,762,000 15,126 % 186,000 11 0    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... - $256.30 $2,586,000 9,948 % 233,000 28 0    N/A
   (DFSV)1 Year Chart         DFSV Dfa Dimensional Us Small Ca... - $0.00 $2,447,000 81,296 % 107,000 931 0    N/A
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term - $79.25 $2,316,000 28,763 % 64,000 1,056 0    N/A
   (AVIG)1 Year Chart         AVIG Avantis Core Fixed Income Etf - $0.00 $2,257,000 54,716 % -12,000 468 0    N/A
   (DFCF)1 Year Chart         DFCF Dfa Dimensional Core Fixed ... - $0.00 $2,149,000 51,231 % 222,000 5,784 0    N/A
   (DFLV)1 Year Chart         DFLV Dfa Dimensional Us Large Ca... - $0.00 $1,594,000 53,151 % 166,000 360 0    N/A
   (DIHP)1 Year Chart         DIHP Dfa Dimensional Internatl H... - $0.00 $1,518,000 56,352 % 198,000 4,927 0    N/A
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 - $284.23 $1,514,000 5,257 % 136,000 3 0    N/A
   (AVLV)1 Year Chart         AVLV Avantis Us Large Cap Value Etf - $0.00 $1,506,000 23,436 % 157,000 81 0    N/A
   (DES)1 Year Chart         DES WisdomTree SmallCap Dividend - $31.84 $1,484,000 45,422 % 25,000 73 0    N/A
   (AVGE)1 Year Chart         AVGE Avantis All Equity Markets Etf - $0.00 $1,348,000 19,303 % 519,000 6,499 0    N/A
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS - $220.83 $1,224,000 5,356 % 102,000 98 0    N/A
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc - $503.21 $1,182,000 2,390 % -75,000 2 0    N/A
   (DCOR)1 Year Chart         DCOR Dimensional Us Core Equity ... - $0.00 $1,099,000 18,732 % 380,000 5,278 0    N/A
   (AVRE)1 Year Chart         AVRE Avantis Real Estate Etf - $0.00 $1,097,000 25,938 % 27,000 1,240 0    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B - $406.37 $1,095,000 2,604 % 225,000 165 0    N/A
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx - $203.78 $1,069,000 5,081 % 59,000 48 0    N/A
   (IXUS)1 Year Chart         IXUS Ishares Core Msci Total Int... - $68.17 $971,000 14,308 % 73,000 471 0    N/A
   (DFGR)1 Year Chart         DFGR Dfa Dimensional Global Real... - $0.00 $933,000 36,535 % 17,000 1,289 0    N/A
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap - $108.26 $877,000 7,932 % 31,000 119 0    N/A
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... - $60.60 $872,000 14,455 % 36,000 40 0    N/A
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS - $243.59 $820,000 3,281 % 77,000 88 0    N/A
   (PRF)1 Year Chart         PRF Invesco FTSE RAFI US - $36.69 $776,000 20,160 % 68,000 49 0    N/A
   (UPS)1 Year Chart         UPS United Parcel Service Inc - $147.77 $760,000 5,113 % 113,000 1,000 0    N/A
   (LOW)1 Year Chart         LOW Lowes Companies Inc - $232.07 $729,000 2,861 % 93,000 4 0    N/A
   (VXF)1 Year Chart         VXF Vanguard Extended Market VI... - $169.69 $728,000 4,151 % 47,000 9 0    N/A
   (DUHP)1 Year Chart         DUHP Dfa Dimensional Us High Pro... - $0.00 $663,000 20,979 % 64,000 51 0    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index - $59.28 $618,000 10,180 % 76,000 8,224 0    N/A
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc - $60.24 $608,000 10,112 % 77,000 6,744 0    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I - $440.06 $584,000 1,316 % 51,000 14 0    N/A
   (VDE)1 Year Chart         VDE Vanguard Energy VIPERS - $130.04 $546,000 4,143 % 61,000 10 0    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc - $188.00 $542,000 3,003 % 241,000 1,020 0    N/A
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value - $175.05 $467,000 2,607 % 37,000 5 0    N/A
   (DFAR)1 Year Chart         DFAR Dfa Dimensional Us Real Est... - $0.00 $407,000 18,193 % 47,000 2,362 0    N/A
   (IYE)1 Year Chart         IYE iShares Tr Enrgy Sector Indx - $48.72 $316,000 6,392 % 34,000 11 0    N/A
   (IWW)1 Year Chart         IWW iShares Russell 3000 Value - $88.20 $306,000 3,385 % 22,000 12 0    N/A
   (SBUX)1 Year Chart         SBUX Starbucks Corp - $73.50 $288,000 3,147 % -14,000 6 0    N/A
   (JNJ)1 Year Chart         JNJ Johnson & Johnson - $148.95 $278,000 1,758 % 3,000 2 0    N/A
   (VONG)1 Year Chart         VONG Vanguard Russell 1000 Growt... - $86.23 $270,000 3,112 % 27,000 2 0    N/A
   (FENI)1 Year Chart         FENI Fidelity Enhanced Internati... - $0.00 $264,000 9,239 % 20,000 40 0    N/A
   (SPHQ)1 Year Chart         SPHQ Powershares S&P 500 High Q - $59.77 $243,000 4,024 % 26,000 3 0    N/A
   (FNDX)1 Year Chart         FNDX Schwab Fundamental US Large... - $65.86 $238,000 3,533 % 20,000 15 0    N/A
   (SYY)1 Year Chart         SYY SYSCO Corp - $74.62 $232,000 2,853 % 24,000 9 0    N/A

      61 Records Found
  1    
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