Chief Compliance Officer

0001085146-23-001027.txt : 20230210 0001085146-23-001027.hdr.sgml : 20230210 20230210161856 ACCESSION NUMBER: 0001085146-23-001027 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230210 DATE AS OF CHANGE: 20230210 EFFECTIVENESS DATE: 20230210 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: 23612192 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 X0202 13F-HR LIVE false false false 0001907898 XXXXXXXX 12-31-2022 12-31-2022 false SC&H Financial Advisors, Inc.

910 RIDGEBROOK ROAD SPARKS MD 21152

13F HOLDINGS REPORT 028-21743 000120666 801-69985 N Jeffrey Schropp Chief Compliance Officer 443-485-5862 /s/Jeffrey Schropp Sparks MD 02-10-2023 0 125 241340338 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 255633 958 SH SOLE 0 0 958 ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 254417 756 SH SOLE 0 0 756 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1240514 14060 SH SOLE 0 0 14060 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 643163 7249 SH SOLE 0 0 7249 ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 322503 7055 SH SOLE 0 0 7055 AMERICAN CENTY ETF TR AVANTIS CORE FI 025072562 BBG00XTVX1T7 2044159 49889 SH SOLE 0 0 49889 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 BBG00Q6ZDXT0 7036685 139478 SH SOLE 0 0 139478 AMERICAN CENTY ETF TR AVANTIS SHFXDINC 025072687 BBG00XTVX698 1192219 25987 SH SOLE 0 0 25987 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 BBG00Q9MQ6T1 12559212 236120 SH SOLE 0 0 236120 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 BBG00Q9MR7Z1 870176 15721 SH SOLE 0 0 15721 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 BBG012R478M7 832888 20255 SH SOLE 0 0 20255 AMERICAN CENTY ETF TR US EQT ETF 025072885 BBG00Q9MPQH1 19772222 290725 SH SOLE 0 0 290725 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 BBG012NL46D0 1148840 22890 SH SOLE 0 0 22890 AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 2923201 39232 SH SOLE 0 0 39232 AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 312100 3287 SH SOLE 0 0 3287 AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 592985 3890 SH SOLE 0 0 3890 APPLE INC COM 037833100 BBG001S5N8V8 4595646 35370 SH SOLE 0 0 35370 ATMOS ENERGY CORP COM 049560105 BBG001S5VG05 316466 2824 SH SOLE 0 0 2824 BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 468711 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 726224 2351 SH SOLE 0 0 2351 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 438301 6092 SH SOLE 0 0 6092 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 BBG001S5P686 424380 13694 SH SOLE 0 0 13694 CINCINNATI FINL CORP COM 172062101 BBG001S5PTM0 856251 8363 SH SOLE 0 0 8363 CINTAS CORP COM 172908105 BBG001S7CRG1 419345 929 SH SOLE 0 0 929 CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 218654 2536 SH SOLE 0 0 2536 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1230237 2695 SH SOLE 0 0 2695 DANAHER CORPORATION COM 235851102 BBG001S5QGT0 353742 1333 SH SOLE 0 0 1333 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 BBG01254CL28 619565 14922 SH SOLE 0 0 14922 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 BBG017159MD8 2113845 94116 SH SOLE 0 0 94116 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 BBG00Y2PHW26 5991474 272960 SH SOLE 0 0 272960 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 BBG01254K0G0 1168227 28383 SH SOLE 0 0 28383 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 9432193 376685 SH SOLE 0 0 376685 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 BBG01631TNW2 8823810 394801 SH SOLE 0 0 394801 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 BBG01636J356 1129666 51232 SH SOLE 0 0 51232 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 BBG01633Y2Y6 307953 13866 SH SOLE 0 0 13866 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 BBG01254JDW6 1754301 38062 SH SOLE 0 0 38062 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 BBG00Y2JG0C0 11370221 420808 SH SOLE 0 0 420808 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 25305473 1042235 SH SOLE 0 0 1042235 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 BBG011DXXNJ2 7797016 187383 SH SOLE 0 0 187383 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 BBG015DLMLQ7 433404 18051 SH SOLE 0 0 18051 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 BBG015GTL6R0 655149 30976 SH SOLE 0 0 30976 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 2026618 39621 SH SOLE 0 0 39621 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 BBG015DG3GG1 1948487 78663 SH SOLE 0 0 78663 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 BBG011DXY0L8 1977218 44988 SH SOLE 0 0 44988 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 4050464 187521 SH SOLE 0 0 187521 DTE ENERGY CO COM 233331107 BBG001S5QN88 231194 1967 SH SOLE 0 0 1967 DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 234115 2273 SH SOLE 0 0 2273 EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 408490 5475 SH SOLE 0 0 5475 EVERSOURCE ENERGY COM 30040W108 BBG001S5TRL1 1098841 13106 SH SOLE 0 0 13106 EXELON CORP COM 30161N101 BBG001SBJMT2 329660 7626 SH SOLE 0 0 7626 GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 376137 1995 SH SOLE 0 0 1995 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 BBG00B0SKXY1 299572 3935 SH SOLE 0 0 3935 GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 283299 825 SH SOLE 0 0 825 HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 233358 972 SH SOLE 0 0 972 HOME DEPOT INC COM 437076102 BBG001S5RTW7 867240 2746 SH SOLE 0 0 2746 HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 228273 1065 SH SOLE 0 0 1065 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001V18CG8 1676839 26242 SH SOLE 0 0 26242 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 BBG001S6H5N8 624937 4028 SH SOLE 0 0 4028 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 346684 1302 SH SOLE 0 0 1302 ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 1393589 29841 SH SOLE 0 0 29841 ISHARES TR CORE 1 5 YR USD 46432F859 BBG003HC6JD6 1236565 26627 SH SOLE 0 0 26627 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 7451432 120886 SH SOLE 0 0 120886 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 750903 12973 SH SOLE 0 0 12973 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 811017 3353 SH SOLE 0 0 3353 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 1243196 13136 SH SOLE 0 0 13136 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 1924770 22698 SH SOLE 0 0 22698 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 6840126 17803 SH SOLE 0 0 17803 ISHARES TR CORE TOTAL USD 46434V613 BBG006MJCSW0 1122408 24981 SH SOLE 0 0 24981 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 1214316 12520 SH SOLE 0 0 12520 ISHARES TR GLOBAL REIT ETF 46434V647 BBG006S5D3J3 2260291 99528 SH SOLE 0 0 99528 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 679960 10359 SH SOLE 0 0 10359 ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 1099502 5223 SH SOLE 0 0 5223 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 390893 2578 SH SOLE 0 0 2578 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 841644 4827 SH SOLE 0 0 4827 ISHARES TR SELECT DIVID ETF 464287168 BBG001SDJVG2 315102 2613 SH SOLE 0 0 2613 ISHARES TR U.S. ENERGY ETF 464287796 BBG001SFGXW8 294071 6325 SH SOLE 0 0 6325 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 403710 2285 SH SOLE 0 0 2285 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 905936 6756 SH SOLE 0 0 6756 KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 454602 3349 SH SOLE 0 0 3349 LAM RESEARCH CORP COM 512807108 BBG001S5SW40 334193 795 SH SOLE 0 0 795 LOWES COS INC COM 548661107 BBG001S5SVL3 430650 2161 SH SOLE 0 0 2161 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 879995 2531 SH SOLE 0 0 2531 MCCORMICK & CO INC COM NON VTG 579780206 BBG001S79S19 736328 8883 SH SOLE 0 0 8883 MCDONALDS CORP COM 580135101 BBG001S5T110 518036 1966 SH SOLE 0 0 1966 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 219861 1827 SH SOLE 0 0 1827 METTLER TOLEDO INTERNATIONAL COM 592688105 BBG001SB87G1 371481 257 SH SOLE 0 0 257 MICROSOFT CORP COM 594918104 BBG001S5TD05 3342356 13937 SH SOLE 0 0 13937 MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 405761 6088 SH SOLE 0 0 6088 NATIONAL RETAIL PROPERTIES I COM 637417106 BBG001S6Z1P5 544742 11904 SH SOLE 0 0 11904 NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 239826 440 SH SOLE 0 0 440 PAYCHEX INC COM 704326107 BBG001S5V135 1082835 9370 SH SOLE 0 0 9370 PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 321185 2034 SH SOLE 0 0 2034 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 5936925 39172 SH SOLE 0 0 39172 PROLOGIS INC. COM 74340W103 BBG001S5NMN6 811917 7202 SH SOLE 0 0 7202 QUALCOMM INC COM 747525103 BBG001S6VS70 211107 1920 SH SOLE 0 0 1920 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 2650629 6931 SH SOLE 0 0 6931 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 1117649 8933 SH SOLE 0 0 8933 STARBUCKS CORP COM 855244109 BBG001S72KH6 306745 3092 SH SOLE 0 0 3092 SYSCO CORP COM 871829107 BBG001S5WJS8 214777 2809 SH SOLE 0 0 2809 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 720222 1308 SH SOLE 0 0 1308 TRUIST FINL CORP COM 89832Q109 BBG001S5YYC0 223013 5183 SH SOLE 0 0 5183 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 1249696 2357 SH SOLE 0 0 2357 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 1038347 13793 SH SOLE 0 0 13793 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 BBG001SK3J43 328280 2471 SH SOLE 0 0 2471 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 8439228 48446 SH SOLE 0 0 48446 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 BBG001SRN7S6 742023 4128 SH SOLE 0 0 4128 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 BBG001SRN7W1 1258276 9304 SH SOLE 0 0 9304 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 650765 3193 SH SOLE 0 0 3193 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 1246489 7849 SH SOLE 0 0 7849 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 982647 5354 SH SOLE 0 0 5354 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 1521397 7958 SH SOLE 0 0 7958 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 906636 6459 SH SOLE 0 0 6459 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 501507 12866 SH SOLE 0 0 12866 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 BBG001T2YZG9 1765750 20487 SH SOLE 0 0 20487 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 1153447 14881 SH SOLE 0 0 14881 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG001T62M74 206418 3570 SH SOLE 0 0 3570 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 398507 5300 SH SOLE 0 0 5300 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 2435534 16039 SH SOLE 0 0 16039 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 615887 11908 SH SOLE 0 0 11908 VANGUARD WORLD FDS ENERGY ETF 92204A306 BBG001SHTV45 1960940 16169 SH SOLE 0 0 16169 VISA INC COM CL A 92826C839 BBG001SRCFY3 1177426 5667 SH SOLE 0 0 5667 WALMART INC COM 931142103 BBG001S5XH92 440307 3105 SH SOLE 0 0 3105 WISDOMTREE TR US SMALLCAP DIVD 97717W604 BBG001SHKFX7 1778546 62537 SH SOLE 0 0 62537 XCEL ENERGY INC COM 98389B100 BBG001S7F0X8 680203 9702 SH SOLE 0 0 9702 ZOETIS INC CL A 98978V103 BBG0039320P7 415219 2833 SH SOLE 0 0 2833