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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 :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  New 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
   (CEG)1 Year Chart         CEG Constellation Energy Corp New $208.00 $277,000 1,501 % 277,000 1,501 0    N/A
   (DFAW)1 Year Chart         DFAW Dimensional World Equity Etf New $0.00 $219,000 3,710 % 219,000 3,710 0    N/A
   (TROW)1 Year Chart         TROW T Rowe Price Group Inc New $111.49 $217,000 1,779 % 217,000 1,779 0    N/A
   (XLC)1 Year Chart         XLC Communication Services Sele... New $81.26 $216,000 2,640 % 216,000 2,640 0    N/A
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf New $475.42 $214,000 446 % 214,000 446 0    N/A
   (IYY)1 Year Chart         IYY iShares Dow Jones US Total ... New $126.27 $210,000 1,636 % 210,000 1,636 0    N/A
   (AIZ)1 Year Chart         AIZ Assurant Inc New $176.54 $209,000 1,110 % 209,000 1,110 0    N/A
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS New $342.82 $205,000 595 % 205,000 595 0    N/A
   (BBT)1 Year Chart         BBT Truist Financial Corp New $35.64 $202,000 5,183 % 202,000 5,183 0    Domestic Regional Banks

      9 Records Found
  1    
Page 1 of 1
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