0001907898-23-000007.txt : 20231030 0001907898-23-000007.hdr.sgml : 20231030 20231030115800 ACCESSION NUMBER: 0001907898-23-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231030 DATE AS OF CHANGE: 20231030 EFFECTIVENESS DATE: 20231030 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: 231358597 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 true false 0001907898 XXXXXXXX 09-30-2023 09-30-2023 SC&H Financial Advisors, Inc.

910 RIDGEBROOK ROAD SPARKS MD 21152

13F HOLDINGS REPORT 028-21743 000120666 801-69985 N Jeffrey Schropp 4434855862 910 Ridgebrook Road Sparks MD 10-30-2023 0 130 300750604 false INFORMATION TABLE 2 informationtable30092023.xml AMERICAN CENTY ETF TRAVANTIS CORE FI025072562252792163788SHSOLE0063788AMERICAN CENTY ETF TRUS EQT ETF02507288532468122443190SHSOLE00443190DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG25434V3027161688317310SHSOLE00317310DIMENSIONAL ETF TRUSTINTL CORE EQT MK25434V20313943136534015SHSOLE00534015DIMENSIONAL ETF TRUSTSHORT DURATION F25434V864408450088066SHSOLE0088066DIMENSIONAL ETF TRUSTUS EQUITY ETF25434V40110482234225182SHSOLE00225182ISHARES TRCORE S&P TTL STK464287150221139423478SHSOLE0023478ISHARES TRGLOBAL REIT ETF46434V647205706697169SHSOLE0097169VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF92204285848786412442SHSOLE0012442VANGUARD INDEX FDSSM CP VAL ETF92290861111783987389SHSOLE007389AMERICAN CENTY ETF TRUS SML CP VALU025072877337913243350SHSOLE0043350SPDR S&P 500 ETF TRTR UNIT78462F10328020236555SHSOLE006555VANGUARD INDEX FDSLARGE CAP ETF922908637939897548030SHSOLE0048030AMERICAN CENTY ETF TRAVANTIS EMGMKT02507260410090753191149SHSOLE00191149AMERICAN CENTY ETF TRINTL EQT ETF02507270314328857257482SHSOLE00257482DIMENSIONAL ETF TRUSTINTL CORE EQUITY25434V79911481727491723SHSOLE00491723AMERICAN CENTY ETF TRAVANTIS ALL EQT0250722324751398079SHSOLE008079DIMENSIONAL ETF TRUSTUS CORE EQUITY 225434V708386767481476212SHSOLE001476212ALPHABET INCCAP STK CL A02079K305198122015140SHSOLE0015140ALPHABET INCCAP STK CL C02079K1079530837229SHSOLE007229AMERICAN WTR WKS CO INC NEWCOM0304201035009954046SHSOLE004046COSTCO WHSL CORP NEWCOM22160K10515972542827SHSOLE002827DIMENSIONAL ETF TRUSTEMERGING MKTS CO25434V7322633049112958SHSOLE00112958WISDOMTREE TRUS SMALLCAP DIVD97717W604177025962775SHSOLE0062775XCEL ENERGY INCCOM98389B1005276429221SHSOLE009221VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF922042742168682618103SHSOLE0018103INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL46138E354130717622235SHSOLE0022235VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844238766515367SHSOLE0015367AMERICAN CENTY ETF TRREAL ESTATE ETF025072356116375230976SHSOLE0030976BERKSHIRE HATHAWAY INC DELCL B NEW0846707028561332444SHSOLE002444JOHNSON & JOHNSONCOM4781601043346702149SHSOLE002149ISHARES TRRUSSELL 2000 ETF4642876558809514984SHSOLE004984AMAZON COM INCCOM0231351062825882223SHSOLE002223APPLE INCCOM037833100656652938354SHSOLE0038354INVESCO EXCHANGE TRADED FD TS&P500 QUALITY46137V2412010184017SHSOLE004017JPMORGAN CHASE & COCOM46625H10011032227607SHSOLE007607PAYCHEX INCCOM704326107115597410023SHSOLE0010023SPDR SER TRS&P DIVID ETF78464A76310328238980SHSOLE008980DIMENSIONAL ETF TRUSTWORLD EX US CORE25434V8804355809193420SHSOLE00193420GALLAGHER ARTHUR J & COCOM3635761094558602000SHSOLE002000CINCINNATI FINL CORPCOM1720621019288169080SHSOLE009080CINTAS CORPCOM1729081055602821165SHSOLE001165COMCAST CORP NEWCL A20030N1012534245715SHSOLE005715DANAHER CORPORATIONCOM2358511023596851450SHSOLE001450EDWARDS LIFESCIENCES CORPCOM28176E1083793085475SHSOLE005475EVERSOURCE ENERGYCOM30040W10873548812648SHSOLE0012648ISHARES TRCORE MSCI EAFE46432F8427861085122161SHSOLE00122161ISHARES TRCORE US AGGBD ET464287226152283116193SHSOLE0016193LAM RESEARCH CORPCOM512807108563984900SHSOLE00900META PLATFORMS INCCL A30303M1025484841827SHSOLE001827NNN REIT INCCOM63741710639408811151SHSOLE0011151THERMO FISHER SCIENTIFIC INCCOM8835561027492361480SHSOLE001480WALMART INCCOM9311421034461242789SHSOLE002789VANGUARD INDEX FDSSMALL CP ETF9229087519924295249SHSOLE005249VANGUARD STAR FDSVG TL INTL STK F92190976877284214440SHSOLE0014440ISHARES TRCORE S&P500 ETF464287200838957019537SHSOLE0019537DIMENSIONAL ETF TRUSTUS SMALL CAP ETF25434V500264434750378SHSOLE0050378DIMENSIONAL ETF TRUSTUS TARGETED VLU25434V609306469667076SHSOLE0067076STARBUCKS CORPCOM8552441092861853136SHSOLE003136VANGUARD INDEX FDSTOTAL STK MKT92290876916967297988SHSOLE007988ISHARES TRCORE MSCI TOTAL46432F83485437614242SHSOLE0014242ISHARES TRCORE S&P US VLU4642876632497183347SHSOLE003347DIMENSIONAL ETF TRUSTUS CORE EQT MKT25434V10416851054562640SHSOLE00562640DIMENSIONAL ETF TRUSTUS SMALL CAP VAL25434V815215294584962SHSOLE0084962ISHARES TRCORE 1 5 YR USD46432F859121481826193SHSOLE0026193ISHARES INCCORE MSCI EMKT46434G103164428934551SHSOLE0034551VANGUARD BD INDEX FDSSHORT TRM BOND921937827149139619840SHSOLE0019840VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870111493214674SHSOLE0014674AMERICAN CENTY ETF TRINTL SMCP VLU02507280297136716791SHSOLE0016791GOLDMAN SACHS ETF TRACTIVEBETA US LG3814305033314453935SHSOLE003935ISHARES TRCORE S&P MCP ETF4642875076359822551SHSOLE002551MICROSOFT CORPCOM594918104452672814336SHSOLE0014336VANGUARD INDEX FDSMID CAP ETF9229086296649103193SHSOLE003193MCCORMICK & CO INCCOM NON VTG5797802066467618551SHSOLE008551ISHARES TRCORE S&P SCP ETF4642878047330827771SHSOLE007771HOME DEPOT INCCOM4370761029125143020SHSOLE003020AMERICAN CENTY ETF TRAVANTIS SHFXDINC025072687115316125328SHSOLE0025328DIMENSIONAL ETF TRUSTGLOBAL REAL EST25434V65826837211976SHSOLE0011976COCA COLA COCOM1912161002106353763SHSOLE003763VANGUARD INDEX FDSMCAP GR IDXVIP9229085387846094028SHSOLE004028DIMENSIONAL ETF TRUSTUS LARGE CAP VAL25434V666126123050836SHSOLE0050836VANGUARD WORLD FDSENERGY ETF92204A3065211934112SHSOLE004112VANGUARD INDEX FDSVALUE ETF9229087446039244378SHSOLE004378HCA HEALTHCARE INCCOM40412C101242331985SHSOLE00985ISHARES TRCORE TOTAL USD46434V613111480125502SHSOLE0025502LOWES COS INCCOM5486611074509012169SHSOLE002169PROLOGIS INC.COM74340W1038107547225SHSOLE007225VISA INCCOM CL A92826C83915397356694SHSOLE006694ISHARES TRRUS 1000 VAL ETF4642875983929352588SHSOLE002588DIMENSIONAL ETF TRUSTCORE FIXED INCOM25434V872129306732030SHSOLE0032030ADOBE INCCOM00724F101488994959SHSOLE00959MASTERCARD INCORPORATEDCL A57636Q10412316843111SHSOLE003111UNITEDHEALTH GROUP INCCOM91324P10212031712386SHSOLE002386VANGUARD INDEX FDSMCAP VL IDXVIP92290851212274259373SHSOLE009373FEDEX CORPCOM31428X106212731803SHSOLE00803UNITED PARCEL SERVICE INCCL B9113121066411094113SHSOLE004113VANGUARD INDEX FDSEXTEND MKT ETF9229086524813003358SHSOLE003358DIMENSIONAL ETF TRUSTUS REAL ESTATE E25434V82360590531040SHSOLE0031040DIMENSIONAL ETF TRUSTINFLATION PROTE25434V85668554717238SHSOLE0017238ZOETIS INCCL A98978V1034640562667SHSOLE002667ISHARES TRU.S. ENERGY ETF4642877963013256353SHSOLE006353MONDELEZ INTL INCCL A6092071054266666148SHSOLE006148INVESCO QQQ TRUNIT SER 146090E1034664751302SHSOLE001302INVESCO EXCHANGE TRADED FD TFTSE RAFI 100046137V61363804020052SHSOLE0020052AMERICAN ELEC PWR CO INCCOM0255371012472473287SHSOLE003287CHEVRON CORP NEWCOM1667641002147351273SHSOLE001273MCDONALDS CORPCOM5801351015758262186SHSOLE002186NORTHROP GRUMMAN CORPCOM666807102288202655SHSOLE00655PROCTER AND GAMBLE COCOM7427181097704315282SHSOLE005282AMERICAN CENTY ETF TRUS LARGE CAP VLU025072349122392223233SHSOLE0023233ISHARES TRMSCI EAFE ETF46428746588828012889SHSOLE0012889BRISTOL-MYERS SQUIBB COCOM1101221083933006776SHSOLE006776ALTRIA GROUP INCCOM02209S1032502575951SHSOLE005951BLACKSTONE INCCOM09260D1073646963404SHSOLE003404KIMBERLY-CLARK CORPCOM4943681033517942911SHSOLE002911ATMOS ENERGY CORPCOM0495601053730883522SHSOLE003522VANGUARD SCOTTSDALE FDSVNG RUS1000GRW92206C6802126033106SHSOLE003106BIOATLA INCCOM09077B10412091371125SHSOLE0071125NVIDIA CORPORATIONCOM67066G104239397550SHSOLE00550DTE ENERGY COCOM2333311072000572015SHSOLE002015DIMENSIONAL ETF TRUSTINTL SMALL CAP V25434V78133075313909SHSOLE0013909ACCENTURE PLC IRELANDSHS CLASS AG1151C101299432975SHSOLE00975METTLER TOLEDO INTERNATIONALCOM592688105284774257SHSOLE00257VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C4093982955300SHSOLE005300DIMENSIONAL ETF TRUSTINTL HIGH PROFIT25434V765119147651379SHSOLE0051379BERKSHIRE HATHAWAY INC DELCL A0846701085314771SHSOLE001DIMENSIONAL ETF TRUSTUS HIGH PROFITAB25434V83146909518260SHSOLE0018260AMPHENOL CORP NEWCL A0320951012192142610SHSOLE002610ISHARES TRRUS 1000 ETF46428762212326005247SHSOLE005247BROOKFIELD INFRAST PARTNERSLP INT UNITG162521012405398182SHSOLE008182