0001085146-22-000772.txt : 20220210 0001085146-22-000772.hdr.sgml : 20220210 20220210161144 ACCESSION NUMBER: 0001085146-22-000772 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220210 DATE AS OF CHANGE: 20220210 EFFECTIVENESS DATE: 20220210 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: 22614025 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 13F-HR LIVE false false false 0001907898 XXXXXXXX 12-31-2021 12-31-2021 false SC&H Financial Advisors, Inc.

910 RIDGEBROOK ROAD SPARKS MD 21152

13F HOLDINGS REPORT 028-21743 N Jeffrey Schropp 443-485-5862 /s/Jeffrey Schropp Sparks MD 02-09-2022 0 151 181181 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 632 1524 SH SOLE 0 0 1524 ADOBE SYSTEMS INCORPORATED COM 00724F101 702 1238 SH SOLE 0 0 1238 ALLY FINL INC COM 02005N100 213 4471 SH SOLE 0 0 4471 ALPHABET INC CAP STK CL A 02079K305 2092 722 SH SOLE 0 0 722 ALPHABET INC CAP STK CL C 02079K107 864 298 SH SOLE 0 0 298 ALTRIA GROUP INC COM 02209S103 476 10047 SH SOLE 0 0 10047 AMAZON COM INC COM 023135106 967 290 SH SOLE 0 0 290 AMERICAN CENTY ETF TR AVANTIS CORE FI 025072562 418 8573 SH SOLE 0 0 8573 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 3270 51635 SH SOLE 0 0 51635 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 5824 91883 SH SOLE 0 0 91883 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 304 4705 SH SOLE 0 0 4705 AMERICAN CENTY ETF TR US EQT ETF 025072885 7909 98670 SH SOLE 0 0 98670 AMERICAN CENTY ETF TR US SML CP VALU 025072877 2243 28132 SH SOLE 0 0 28132 AMERICAN ELEC PWR CO INC COM 025537101 210 2357 SH SOLE 0 0 2357 AMERICAN TOWER CORP NEW COM 03027X100 254 870 SH SOLE 0 0 870 AMERICAN WTR WKS CO INC NEW COM 030420103 605 3204 SH SOLE 0 0 3204 AMPHENOL CORP NEW CL A 032095101 227 2600 SH SOLE 0 0 2600 AON PLC SHS CL A G0403H108 236 785 SH SOLE 0 0 785 APPLE INC COM 037833100 6723 37861 SH SOLE 0 0 37861 ARES CAPITAL CORP COM 04010L103 391 18454 SH SOLE 0 0 18454 ASML HOLDING N V N Y REGISTRY SHS N07059210 251 316 SH SOLE 0 0 316 ASSURANT INC COM 04621X108 231 1480 SH SOLE 0 0 1480 ATMOS ENERGY CORP COM 049560105 220 2104 SH SOLE 0 0 2104 BERKSHIRE HATHAWAY INC DEL CL A 084670108 451 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 832 2781 SH SOLE 0 0 2781 BLACKSTONE INC COM 09260D107 565 4367 SH SOLE 0 0 4367 BRISTOL-MYERS SQUIBB CO COM 110122108 500 8019 SH SOLE 0 0 8019 CINCINNATI FINL CORP COM 172062101 1115 9785 SH SOLE 0 0 9785 CINTAS CORP COM 172908105 584 1317 SH SOLE 0 0 1317 CISCO SYS INC COM 17275R102 392 6183 SH SOLE 0 0 6183 CME GROUP INC COM 12572Q105 289 1266 SH SOLE 0 0 1266 COCA COLA CO COM 191216100 214 3609 SH SOLE 0 0 3609 COMCAST CORP NEW CL A 20030N101 476 9466 SH SOLE 0 0 9466 COSTCO WHSL CORP NEW COM 22160K105 1882 3314 SH SOLE 0 0 3314 CROWN CASTLE INTL CORP NEW COM 22822V101 269 1289 SH SOLE 0 0 1289 DANAHER CORPORATION COM 235851102 683 2076 SH SOLE 0 0 2076 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1282 46867 SH SOLE 0 0 46867 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 2275 76928 SH SOLE 0 0 76928 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 1786 54120 SH SOLE 0 0 54120 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 16039 553652 SH SOLE 0 0 553652 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 807 15600 SH SOLE 0 0 15600 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 2794 46574 SH SOLE 0 0 46574 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 232 4889 SH SOLE 0 0 4889 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 4028 154268 SH SOLE 0 0 154268 DISNEY WALT CO COM 254687106 492 3179 SH SOLE 0 0 3179 DTE ENERGY CO COM 233331107 238 1989 SH SOLE 0 0 1989 DUKE ENERGY CORP NEW COM NEW 26441C204 317 3025 SH SOLE 0 0 3025 EDWARDS LIFESCIENCES CORP COM 28176E108 819 6319 SH SOLE 0 0 6319 EMERSON ELEC CO COM 291011104 392 4218 SH SOLE 0 0 4218 EVERSOURCE ENERGY COM 30040W108 1176 12931 SH SOLE 0 0 12931 EXELON CORP COM 30161N101 444 7695 SH SOLE 0 0 7695 FEDEX CORP COM 31428X106 310 1200 SH SOLE 0 0 1200 FIFTH THIRD BANCORP COM 316773100 616 14155 SH SOLE 0 0 14155 GALLAGHER ARTHUR J & CO COM 363576109 518 3054 SH SOLE 0 0 3054 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 471 4954 SH SOLE 0 0 4954 GOLDMAN SACHS GROUP INC COM 38141G104 278 726 SH SOLE 0 0 726 HARTFORD FINL SVCS GROUP INC COM 416515104 450 6524 SH SOLE 0 0 6524 HCA HEALTHCARE INC COM 40412C101 685 2666 SH SOLE 0 0 2666 HOME DEPOT INC COM 437076102 1334 3214 SH SOLE 0 0 3214 HONEYWELL INTL INC COM 438516106 242 1160 SH SOLE 0 0 1160 INTEL CORP COM 458140100 625 12129 SH SOLE 0 0 12129 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 1139 16590 SH SOLE 0 0 16590 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 200 9042 SH SOLE 0 0 9042 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 257 12008 SH SOLE 0 0 12008 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 213 9914 SH SOLE 0 0 9914 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 457 8589 SH SOLE 0 0 8589 INVESCO QQQ TR UNIT SER 1 46090E103 612 1538 SH SOLE 0 0 1538 ISHARES INC CORE MSCI EMKT 46434G103 1088 18177 SH SOLE 0 0 18177 ISHARES TR CORE 1 5 YR USD 46432F859 410 8132 SH SOLE 0 0 8132 ISHARES TR CORE INTL AGGR 46435G672 333 6113 SH SOLE 0 0 6113 ISHARES TR CORE MSCI EAFE 46432F842 3632 48663 SH SOLE 0 0 48663 ISHARES TR CORE MSCI TOTAL 46432F834 460 6478 SH SOLE 0 0 6478 ISHARES TR CORE S&P MCP ETF 464287507 336 1188 SH SOLE 0 0 1188 ISHARES TR CORE S&P SCP ETF 464287804 930 8121 SH SOLE 0 0 8121 ISHARES TR CORE S&P TTL STK 464287150 2795 26127 SH SOLE 0 0 26127 ISHARES TR CORE S&P500 ETF 464287200 8444 17703 SH SOLE 0 0 17703 ISHARES TR CORE US AGGBD ET 464287226 763 6691 SH SOLE 0 0 6691 ISHARES TR GLOBAL REIT ETF 46434V647 1350 44090 SH SOLE 0 0 44090 ISHARES TR IBOXX HI YD ETF 464288513 255 2932 SH SOLE 0 0 2932 ISHARES TR MSCI ACWI EX US 464288240 426 7653 SH SOLE 0 0 7653 ISHARES TR MSCI EAFE ETF 464287465 795 10106 SH SOLE 0 0 10106 ISHARES TR RUS 1000 ETF 464287622 740 2797 SH SOLE 0 0 2797 ISHARES TR RUSEL 2500 ETF 46435G268 412 6206 SH SOLE 0 0 6206 ISHARES TR RUSSELL 2000 ETF 464287655 1852 8326 SH SOLE 0 0 8326 ISHARES TR SELECT DIVID ETF 464287168 322 2626 SH SOLE 0 0 2626 JOHNSON & JOHNSON COM 478160104 664 3882 SH SOLE 0 0 3882 JPMORGAN CHASE & CO COM 46625H100 1343 8479 SH SOLE 0 0 8479 KEYCORP COM 493267108 255 11008 SH SOLE 0 0 11008 KIMBERLY-CLARK CORP COM 494368103 468 3274 SH SOLE 0 0 3274 LAM RESEARCH CORP COM 512807108 828 1151 SH SOLE 0 0 1151 LOWES COS INC COM 548661107 627 2426 SH SOLE 0 0 2426 MASTERCARD INCORPORATED CL A 57636Q104 960 2671 SH SOLE 0 0 2671 MCCORMICK & CO INC COM NON VTG 579780206 859 8895 SH SOLE 0 0 8895 MCCORMICK & CO INC COM VTG 579780107 572 5996 SH SOLE 0 0 5996 MCDONALDS CORP COM 580135101 626 2337 SH SOLE 0 0 2337 META PLATFORMS INC CL A 30303M102 666 1980 SH SOLE 0 0 1980 METLIFE INC COM 59156R108 342 5475 SH SOLE 0 0 5475 METTLER TOLEDO INTERNATIONAL COM 592688105 458 270 SH SOLE 0 0 270 MICROSOFT CORP COM 594918104 4739 14092 SH SOLE 0 0 14092 MID-AMER APT CMNTYS INC COM 59522J103 411 1791 SH SOLE 0 0 1791 MONDELEZ INTL INC CL A 609207105 270 4065 SH SOLE 0 0 4065 NATIONAL RETAIL PROPERTIES I COM 637417106 526 10945 SH SOLE 0 0 10945 NEXTERA ENERGY INC COM 65339F101 259 2775 SH SOLE 0 0 2775 NORFOLK SOUTHN CORP COM 655844108 227 761 SH SOLE 0 0 761 NORTHROP GRUMMAN CORP COM 666807102 245 632 SH SOLE 0 0 632 NVIDIA CORPORATION COM 67066G104 297 1008 SH SOLE 0 0 1008 PAYCHEX INC COM 704326107 1113 8153 SH SOLE 0 0 8153 PFIZER INC COM 717081103 251 4258 SH SOLE 0 0 4258 PNC FINL SVCS GROUP INC COM 693475105 394 1964 SH SOLE 0 0 1964 PRICE T ROWE GROUP INC COM 74144T108 350 1779 SH SOLE 0 0 1779 PROCTER AND GAMBLE CO COM 742718109 6262 38281 SH SOLE 0 0 38281 PROLOGIS INC. COM 74340W103 1365 8110 SH SOLE 0 0 8110 QUALCOMM INC COM 747525103 1070 5850 SH SOLE 0 0 5850 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 392 5050 SH SOLE 0 0 5050 SPDR INDEX SHS FDS S&P EM MKT DIV 78463X533 638 21471 SH SOLE 0 0 21471 SPDR S&P 500 ETF TR TR UNIT 78462F103 3187 6710 SH SOLE 0 0 6710 SPDR SER TR S&P DIVID ETF 78464A763 1432 11091 SH SOLE 0 0 11091 STARBUCKS CORP COM 855244109 496 4243 SH SOLE 0 0 4243 SYSCO CORP COM 871829107 218 2781 SH SOLE 0 0 2781 TESLA INC COM 88160R101 278 263 SH SOLE 0 0 263 THERMO FISHER SCIENTIFIC INC COM 883556102 990 1484 SH SOLE 0 0 1484 TRANE TECHNOLOGIES PLC SHS G8994E103 440 2176 SH SOLE 0 0 2176 TRUIST FINL CORP COM 89832Q109 303 5183 SH SOLE 0 0 5183 TWITTER INC COM 90184L102 552 12780 SH SOLE 0 0 12780 UNITED PARCEL SERVICE INC CL B 911312106 579 2700 SH SOLE 0 0 2700 UNITEDHEALTH GROUP INC COM 91324P102 1569 3125 SH SOLE 0 0 3125 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 547 6766 SH SOLE 0 0 6766 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 318 1738 SH SOLE 0 0 1738 VANGUARD INDEX FDS LARGE CAP ETF 922908637 10641 48145 SH SOLE 0 0 48145 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1212 4761 SH SOLE 0 0 4761 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1260 8385 SH SOLE 0 0 8385 VANGUARD INDEX FDS MID CAP ETF 922908629 813 3193 SH SOLE 0 0 3193 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1500 8385 SH SOLE 0 0 8385 VANGUARD INDEX FDS SMALL CP ETF 922908751 921 4077 SH SOLE 0 0 4077 VANGUARD INDEX FDS TOTAL STK MKT 922908769 498 2064 SH SOLE 0 0 2064 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 629 12725 SH SOLE 0 0 12725 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1501 13969 SH SOLE 0 0 13969 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 586 10678 SH SOLE 0 0 10678 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1935 20861 SH SOLE 0 0 20861 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 431 5300 SH SOLE 0 0 5300 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3389 19734 SH SOLE 0 0 19734 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 293 5730 SH SOLE 0 0 5730 VANGUARD WORLD FDS ENERGY ETF 92204A306 437 5630 SH SOLE 0 0 5630 VERIZON COMMUNICATIONS INC COM 92343V104 437 8410 SH SOLE 0 0 8410 VISA INC COM CL A 92826C839 1384 6388 SH SOLE 0 0 6388 WALMART INC COM 931142103 538 3716 SH SOLE 0 0 3716 WISDOMTREE TR US SMALLCAP DIVD 97717W604 2164 65865 SH SOLE 0 0 65865 XCEL ENERGY INC COM 98389B100 553 8168 SH SOLE 0 0 8168 XPENG INC ADS 98422D105 302 6000 SH SOLE 0 0 6000 ZOETIS INC CL A 98978V103 755 3096 SH SOLE 0 0 3096 ZSCALER INC COM 98980G102 231 720 SH SOLE 0 0 720