0001085146-22-001948.txt : 20220510
0001085146-22-001948.hdr.sgml : 20220510
20220510153749
ACCESSION NUMBER: 0001085146-22-001948
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220510
DATE AS OF CHANGE: 20220510
EFFECTIVENESS DATE: 20220510
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: 22909258
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
03-31-2022
03-31-2022
false
SC&H Financial Advisors, Inc.
910 RIDGEBROOK ROAD
SPARKS
MD
21152
13F HOLDINGS REPORT
028-21743
N
Jeffrey Schropp
Chief Compliance Officer
443-485-5862
/s/Jeffrey Schropp
Sparks
MD
05-06-2022
0
149
210287
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
398
1179
SH
SOLE
0
0
1179
ADOBE SYSTEMS INCORPORATED
COM
00724F101
523
1148
SH
SOLE
0
0
1148
ALPHABET INC
CAP STK CL A
02079K305
1980
712
SH
SOLE
0
0
712
ALPHABET INC
CAP STK CL C
02079K107
831
297
SH
SOLE
0
0
297
ALTRIA GROUP INC
COM
02209S103
489
9355
SH
SOLE
0
0
9355
AMAZON COM INC
COM
023135106
642
197
SH
SOLE
0
0
197
AMERICAN CENTY ETF TR
AVANTIS CORE FI
025072562
976
21519
SH
SOLE
0
0
21519
AMERICAN CENTY ETF TR
AVANTIS EMGMKT
025072604
4109
69321
SH
SOLE
0
0
69321
AMERICAN CENTY ETF TR
INTL EQT ETF
025072703
9119
151130
SH
SOLE
0
0
151130
AMERICAN CENTY ETF TR
INTL SMCP VLU
025072802
1025
16372
SH
SOLE
0
0
16372
AMERICAN CENTY ETF TR
REAL ESTATE ETF
025072356
587
11165
SH
SOLE
0
0
11165
AMERICAN CENTY ETF TR
US EQT ETF
025072885
12748
165340
SH
SOLE
0
0
165340
AMERICAN CENTY ETF TR
US SML CP VALU
025072877
3969
49699
SH
SOLE
0
0
49699
AMERICAN ELEC PWR CO INC
COM
025537101
213
2137
SH
SOLE
0
0
2137
AMERICAN TOWER CORP NEW
COM
03027X100
219
870
SH
SOLE
0
0
870
AMERICAN WTR WKS CO INC NEW
COM
030420103
515
3113
SH
SOLE
0
0
3113
APPLE INC
COM
037833100
6408
36697
SH
SOLE
0
0
36697
ARES CAPITAL CORP
COM
04010L103
200
9529
SH
SOLE
0
0
9529
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
211
315
SH
SOLE
0
0
315
ASSURANT INC
COM
04621X108
269
1480
SH
SOLE
0
0
1480
ATMOS ENERGY CORP
COM
049560105
251
2104
SH
SOLE
0
0
2104
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
529
1
SH
SOLE
0
0
1
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
918
2601
SH
SOLE
0
0
2601
BLACKSTONE INC
COM
09260D107
542
4271
SH
SOLE
0
0
4271
BRISTOL-MYERS SQUIBB CO
COM
110122108
604
8275
SH
SOLE
0
0
8275
CINCINNATI FINL CORP
COM
172062101
1319
9704
SH
SOLE
0
0
9704
CINTAS CORP
COM
172908105
552
1297
SH
SOLE
0
0
1297
CISCO SYS INC
COM
17275R102
330
5922
SH
SOLE
0
0
5922
CME GROUP INC
COM
12572Q105
299
1256
SH
SOLE
0
0
1256
COMCAST CORP NEW
CL A
20030N101
321
6851
SH
SOLE
0
0
6851
COSTCO WHSL CORP NEW
COM
22160K105
1883
3270
SH
SOLE
0
0
3270
CROWN CASTLE INTL CORP NEW
COM
22822V101
272
1473
SH
SOLE
0
0
1473
DANAHER CORPORATION
COM
235851102
584
1991
SH
SOLE
0
0
1991
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
25434V302
4303
163986
SH
SOLE
0
0
163986
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
25434V203
7090
251852
SH
SOLE
0
0
251852
DIMENSIONAL ETF TRUST
US CORE EQT MKT
25434V104
5156
163575
SH
SOLE
0
0
163575
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
19939
722955
SH
SOLE
0
0
722955
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
1832
37373
SH
SOLE
0
0
37373
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
2877
51328
SH
SOLE
0
0
51328
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
359
7704
SH
SOLE
0
0
7704
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25434V880
4163
166852
SH
SOLE
0
0
166852
DISNEY WALT CO
COM
254687106
321
2341
SH
SOLE
0
0
2341
DTE ENERGY CO
COM
233331107
263
1989
SH
SOLE
0
0
1989
DUKE ENERGY CORP NEW
COM NEW
26441C204
338
3025
SH
SOLE
0
0
3025
EDWARDS LIFESCIENCES CORP
COM
28176E108
738
6270
SH
SOLE
0
0
6270
EMERSON ELEC CO
COM
291011104
227
2318
SH
SOLE
0
0
2318
EVERSOURCE ENERGY
COM
30040W108
1141
12937
SH
SOLE
0
0
12937
EXELON CORP
COM
30161N101
367
7702
SH
SOLE
0
0
7702
FIFTH THIRD BANCORP
COM
316773100
541
12575
SH
SOLE
0
0
12575
GALLAGHER ARTHUR J & CO
COM
363576109
533
3054
SH
SOLE
0
0
3054
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
441
4954
SH
SOLE
0
0
4954
GOLDMAN SACHS GROUP INC
COM
38141G104
387
1174
SH
SOLE
0
0
1174
HARTFORD FINL SVCS GROUP INC
COM
416515104
339
4714
SH
SOLE
0
0
4714
HCA HEALTHCARE INC
COM
40412C101
641
2556
SH
SOLE
0
0
2556
HOME DEPOT INC
COM
437076102
962
3215
SH
SOLE
0
0
3215
HONEYWELL INTL INC
COM
438516106
207
1065
SH
SOLE
0
0
1065
INTEL CORP
COM
458140100
467
9421
SH
SOLE
0
0
9421
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
46138E354
1752
26119
SH
SOLE
0
0
26119
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
46138J882
206
9711
SH
SOLE
0
0
9711
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
666
3898
SH
SOLE
0
0
3898
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
46137V241
404
8093
SH
SOLE
0
0
8093
INVESCO QQQ TR
UNIT SER 1
46090E103
479
1322
SH
SOLE
0
0
1322
ISHARES INC
CORE MSCI EMKT
46434G103
978
17612
SH
SOLE
0
0
17612
ISHARES TR
CORE 1 5 YR USD
46432F859
517
10664
SH
SOLE
0
0
10664
ISHARES TR
CORE INTL AGGR
46435G672
1130
21678
SH
SOLE
0
0
21678
ISHARES TR
CORE MSCI EAFE
46432F842
3974
57165
SH
SOLE
0
0
57165
ISHARES TR
CORE MSCI TOTAL
46432F834
524
7877
SH
SOLE
0
0
7877
ISHARES TR
CORE S&P MCP ETF
464287507
393
1465
SH
SOLE
0
0
1465
ISHARES TR
CORE S&P SCP ETF
464287804
1559
14450
SH
SOLE
0
0
14450
ISHARES TR
CORE S&P TTL STK
464287150
2507
24834
SH
SOLE
0
0
24834
ISHARES TR
CORE S&P US VLU
464287663
201
2651
SH
SOLE
0
0
2651
ISHARES TR
CORE S&P500 ETF
464287200
7764
17113
SH
SOLE
0
0
17113
ISHARES TR
CORE TOTAL USD
46434V613
856
17240
SH
SOLE
0
0
17240
ISHARES TR
CORE US AGGBD ET
464287226
1259
11758
SH
SOLE
0
0
11758
ISHARES TR
GLOBAL REIT ETF
46434V647
1025
35081
SH
SOLE
0
0
35081
ISHARES TR
IBOXX HI YD ETF
464288513
241
2932
SH
SOLE
0
0
2932
ISHARES TR
MSCI ACWI EX US
464288240
400
7654
SH
SOLE
0
0
7654
ISHARES TR
MSCI EAFE ETF
464287465
754
10242
SH
SOLE
0
0
10242
ISHARES TR
NATIONAL MUN ETF
464288414
204
1856
SH
SOLE
0
0
1856
ISHARES TR
RUS 1000 ETF
464287622
702
2806
SH
SOLE
0
0
2806
ISHARES TR
RUS 1000 VAL ETF
464287598
441
2658
SH
SOLE
0
0
2658
ISHARES TR
RUSSELL 2000 ETF
464287655
1841
8968
SH
SOLE
0
0
8968
ISHARES TR
SELECT DIVID ETF
464287168
337
2632
SH
SOLE
0
0
2632
ISHARES TR
U.S. ENERGY ETF
464287796
256
6259
SH
SOLE
0
0
6259
JOHNSON & JOHNSON
COM
478160104
595
3357
SH
SOLE
0
0
3357
JPMORGAN CHASE & CO
COM
46625H100
1150
8433
SH
SOLE
0
0
8433
KIMBERLY-CLARK CORP
COM
494368103
395
3206
SH
SOLE
0
0
3206
LAM RESEARCH CORP
COM
512807108
619
1151
SH
SOLE
0
0
1151
LOCKHEED MARTIN CORP
COM
539830109
219
496
SH
SOLE
0
0
496
LOWES COS INC
COM
548661107
483
2388
SH
SOLE
0
0
2388
MASTERCARD INCORPORATED
CL A
57636Q104
951
2661
SH
SOLE
0
0
2661
MCCORMICK & CO INC
COM NON VTG
579780206
888
8896
SH
SOLE
0
0
8896
MCCORMICK & CO INC
COM VTG
579780107
600
5996
SH
SOLE
0
0
5996
MCDONALDS CORP
COM
580135101
569
2302
SH
SOLE
0
0
2302
META PLATFORMS INC
CL A
30303M102
431
1939
SH
SOLE
0
0
1939
METLIFE INC
COM
59156R108
280
3980
SH
SOLE
0
0
3980
METTLER TOLEDO INTERNATIONAL
COM
592688105
371
270
SH
SOLE
0
0
270
MICROSOFT CORP
COM
594918104
4219
13683
SH
SOLE
0
0
13683
MID-AMER APT CMNTYS INC
COM
59522J103
376
1794
SH
SOLE
0
0
1794
MONDELEZ INTL INC
CL A
609207105
255
4065
SH
SOLE
0
0
4065
NATIONAL RETAIL PROPERTIES I
COM
637417106
412
9165
SH
SOLE
0
0
9165
NORFOLK SOUTHN CORP
COM
655844108
217
761
SH
SOLE
0
0
761
NORTHROP GRUMMAN CORP
COM
666807102
283
632
SH
SOLE
0
0
632
NVIDIA CORPORATION
COM
67066G104
275
1008
SH
SOLE
0
0
1008
PAYCHEX INC
COM
704326107
1087
7963
SH
SOLE
0
0
7963
PFIZER INC
COM
717081103
221
4275
SH
SOLE
0
0
4275
PNC FINL SVCS GROUP INC
COM
693475105
362
1964
SH
SOLE
0
0
1964
PRICE T ROWE GROUP INC
COM
74144T108
269
1779
SH
SOLE
0
0
1779
PROCTER AND GAMBLE CO
COM
742718109
5824
38117
SH
SOLE
0
0
38117
PROLOGIS INC.
COM
74340W103
1294
8011
SH
SOLE
0
0
8011
QUALCOMM INC
COM
747525103
889
5816
SH
SOLE
0
0
5816
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
347
5050
SH
SOLE
0
0
5050
SPDR INDEX SHS FDS
S&P EM MKT DIV
78463X533
627
21471
SH
SOLE
0
0
21471
SPDR S&P 500 ETF TR
TR UNIT
78462F103
3553
7867
SH
SOLE
0
0
7867
SPDR SER TR
S&P DIVID ETF
78464A763
1137
8873
SH
SOLE
0
0
8873
STARBUCKS CORP
COM
855244109
246
2699
SH
SOLE
0
0
2699
SYSCO CORP
COM
871829107
228
2788
SH
SOLE
0
0
2788
THERMO FISHER SCIENTIFIC INC
COM
883556102
873
1479
SH
SOLE
0
0
1479
TRANE TECHNOLOGIES PLC
SHS
G8994E103
285
1866
SH
SOLE
0
0
1866
TRUIST FINL CORP
COM
89832Q109
294
5183
SH
SOLE
0
0
5183
TWITTER INC
COM
90184L102
494
12780
SH
SOLE
0
0
12780
UNITED PARCEL SERVICE INC
CL B
911312106
600
2800
SH
SOLE
0
0
2800
UNITEDHEALTH GROUP INC
COM
91324P102
1502
2946
SH
SOLE
0
0
2946
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
543
6975
SH
SOLE
0
0
6975
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
314
1896
SH
SOLE
0
0
1896
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
12103
58051
SH
SOLE
0
0
58051
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
916
4109
SH
SOLE
0
0
4109
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
1260
8418
SH
SOLE
0
0
8418
VANGUARD INDEX FDS
MID CAP ETF
922908629
759
3193
SH
SOLE
0
0
3193
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
1477
8395
SH
SOLE
0
0
8395
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1038
4882
SH
SOLE
0
0
4882
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1592
6993
SH
SOLE
0
0
6993
VANGUARD INDEX FDS
VALUE ETF
922908744
1083
7331
SH
SOLE
0
0
7331
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
729
15804
SH
SOLE
0
0
15804
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
1811
17877
SH
SOLE
0
0
17877
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
686
13313
SH
SOLE
0
0
13313
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
1928
22406
SH
SOLE
0
0
22406
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
414
5300
SH
SOLE
0
0
5300
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
3092
19067
SH
SOLE
0
0
19067
VANGUARD STAR FDS
VG TL INTL STK F
921909768
740
12388
SH
SOLE
0
0
12388
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
401
8359
SH
SOLE
0
0
8359
VANGUARD WORLD FDS
ENERGY ETF
92204A306
1069
9991
SH
SOLE
0
0
9991
VERIZON COMMUNICATIONS INC
COM
92343V104
376
7389
SH
SOLE
0
0
7389
VISA INC
COM CL A
92826C839
1402
6321
SH
SOLE
0
0
6321
WALMART INC
COM
931142103
549
3686
SH
SOLE
0
0
3686
WISDOMTREE TR
US SMALLCAP DIVD
97717W604
2099
65865
SH
SOLE
0
0
65865
XCEL ENERGY INC
COM
98389B100
568
7872
SH
SOLE
0
0
7872
XPENG INC
ADS
98422D105
206
7481
SH
SOLE
0
0
7481
ZOETIS INC
CL A
98978V103
575
3051
SH
SOLE
0
0
3051