0001907898-24-000002.txt : 20240201 0001907898-24-000002.hdr.sgml : 20240201 20240201152108 ACCESSION NUMBER: 0001907898-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240201 DATE AS OF CHANGE: 20240201 EFFECTIVENESS DATE: 20240201 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SC&H Financial Advisors, Inc. CENTRAL INDEX KEY: 0001907898 ORGANIZATION NAME: 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: 24586534 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 12-31-2023 12-31-2023 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 02-01-2024 0 138 346760138 false INFORMATION TABLE 2 informationtable31122023.xml AMERICAN CENTY ETF TRUS EQT ETF02507288538529444472464SHSOLE00472464AMERICAN CENTY ETF TRAVANTIS EMGMKT02507260412377228219493SHSOLE00219493AMERICAN CENTY ETF TRINTL EQT ETF02507270316838989278653SHSOLE00278653DIMENSIONAL ETF TRUSTCORE FIXED INCOM25434V872192693745447SHSOLE0045447DIMENSIONAL ETF TRUSTGLOBAL REAL EST25434V65891569735246SHSOLE0035246DIMENSIONAL ETF TRUSTSHORT DURATION F25434V8645768132122700SHSOLE00122700DIMENSIONAL ETF TRUSTUS EQUITY ETF25434V40112271093236757SHSOLE00236757ISHARES TRCORE S&P TTL STK464287150247441223514SHSOLE0023514VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF92204285852005412653SHSOLE0012653VANGUARD INDEX FDSSM CP VAL ETF92290861113538067522SHSOLE007522AMERICAN CENTY ETF TRUS SML CP VALU025072877403519644935SHSOLE0044935DIMENSIONAL ETF TRUSTUS SMALL CAP VAL25434V815234021880365SHSOLE0080365SPDR S&P 500 ETF TRTR UNIT78462F10331161456556SHSOLE006556VANGUARD INDEX FDSLARGE CAP ETF9229086371042356747782SHSOLE0047782DIMENSIONAL ETF TRUSTINTL CORE EQUITY25434V79913250342519011SHSOLE00519011AMERICAN CENTY ETF TRAVANTIS ALL EQT02507223282915812804SHSOLE0012804DIMENSIONAL ETF TRUSTUS CORE EQUITY 225434V708468395531602448SHSOLE001602448ALPHABET INCCAP STK CL A02079K305205903114740SHSOLE0014740ALPHABET INCCAP STK CL C02079K1079679836869SHSOLE006869AMERICAN WTR WKS CO INC NEWCOM0304201035076113846SHSOLE003846COSTCO WHSL CORP NEWCOM22160K10518463742797SHSOLE002797DIMENSIONAL ETF TRUSTEMERGING MKTS CO25434V7323456713138490SHSOLE00138490ISHARES TRGLOBAL REIT ETF46434V6472780840115006SHSOLE00115006WISDOMTREE TRUS SMALLCAP DIVD97717W604145889045349SHSOLE0045349XCEL ENERGY INCCOM98389B1005354788649SHSOLE008649VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF922042742186280518107SHSOLE0018107DIMENSIONAL ETF TRUSTINTL CORE EQT MK25434V20315937429556474SHSOLE00556474INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL46138E354133132921247SHSOLE0021247VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844257561415115SHSOLE0015115AMERICAN CENTY ETF TRREAL ESTATE ETF025072356106968724698SHSOLE0024698BERKSHIRE HATHAWAY INC DELCL B NEW0846707028698942439SHSOLE002439JOHNSON & JOHNSONCOM4781601042752031756SHSOLE001756ISHARES TRRUSSELL 2000 ETF46428765510101355033SHSOLE005033AMAZON COM INCCOM0231351063012971983SHSOLE001983APPLE INCCOM037833100735712138213SHSOLE0038213INVESCO EXCHANGE TRADED FD TS&P500 QUALITY46137V2412174484021SHSOLE004021JPMORGAN CHASE & COCOM46625H10012896427582SHSOLE007582PAYCHEX INCCOM70432610711842149942SHSOLE009942SPDR SER TRS&P DIVID ETF78464A76310533758429SHSOLE008429DIMENSIONAL ETF TRUSTWORLD EX US CORE25434V8804752109194599SHSOLE00194599GALLAGHER ARTHUR J & COCOM3635761093935401750SHSOLE001750CINCINNATI FINL CORPCOM1720621018468438185SHSOLE008185CINTAS CORPCOM1729081057019801165SHSOLE001165DANAHER CORPORATIONCOM2358511023321601436SHSOLE001436DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG25434V3027130868295764SHSOLE00295764EDWARDS LIFESCIENCES CORPCOM28176E1083600534722SHSOLE004722EVERSOURCE ENERGYCOM30040W1085445528823SHSOLE008823ISHARES TRCORE MSCI EAFE46432F8428449489120106SHSOLE00120106ISHARES TRCORE US AGGBD ET464287226171765417306SHSOLE0017306LAM RESEARCH CORPCOM512807108704798900SHSOLE00900META PLATFORMS INCCL A30303M1026420831814SHSOLE001814NNN REIT INCCOM63741710648062311151SHSOLE0011151THERMO FISHER SCIENTIFIC INCCOM8835561027154361348SHSOLE001348WALMART INCCOM9311421035310163368SHSOLE003368VANGUARD INDEX FDSSMALL CP ETF92290875111217925258SHSOLE005258VANGUARD STAR FDSVG TL INTL STK F92190976883551114415SHSOLE0014415ISHARES TRCORE S&P500 ETF464287200930737519487SHSOLE0019487DIMENSIONAL ETF TRUSTUS SMALL CAP ETF25434V500284561847729SHSOLE0047729DIMENSIONAL ETF TRUSTUS TARGETED VLU25434V609353273667509SHSOLE0067509STARBUCKS CORPCOM8552441093015633141SHSOLE003141VANGUARD INDEX FDSTOTAL STK MKT92290876923531449920SHSOLE009920ISHARES TRCORE MSCI TOTAL46432F83489841013837SHSOLE0013837ISHARES TRCORE S&P US VLU4642876632844353373SHSOLE003373DIMENSIONAL ETF TRUSTUS CORE EQT MKT25434V10420228133608365SHSOLE00608365ISHARES TRCORE 1 5 YR USD46432F8593509167378SHSOLE007378ISHARES INCCORE MSCI EMKT46434G103154796530604SHSOLE0030604VANGUARD BD INDEX FDSSHORT TRM BOND921937827230732729958SHSOLE0029958AMERICAN CENTY ETF TRINTL SMCP VLU025072802105391816865SHSOLE0016865GOLDMAN SACHS ETF TRACTIVEBETA US LG3814305033691423935SHSOLE003935ISHARES TRCORE S&P MCP ETF4642875075422431956SHSOLE001956MICROSOFT CORPCOM594918104576750615337SHSOLE0015337VANGUARD INDEX FDSMID CAP ETF9229086297428203193SHSOLE003193VANGUARD INDEX FDSREAL ESTATE ETF9229085532364602676SHSOLE002676MCCORMICK & CO INCCOM NON VTG5797802065840688537SHSOLE008537ISHARES TRCORE S&P SCP ETF4642878048457257813SHSOLE007813HOME DEPOT INCCOM43707610210465703020SHSOLE003020AMERICAN CENTY ETF TRAVANTIS SHFXDINC025072687101783821934SHSOLE0021934VANGUARD INDEX FDSMCAP GR IDXVIP9229085388845134028SHSOLE004028VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870225201127707SHSOLE0027707TEXTRON INCCOM8832031012498653107SHSOLE003107VANGUARD INDEX FDSEXTEND MKT ETF9229086526809834142SHSOLE004142DIMENSIONAL ETF TRUSTUS LARGE CAP VAL25434V666142798852791SHSOLE0052791VANGUARD WORLD FDSENERGY ETF92204A3064847624133SHSOLE004133VANGUARD INDEX FDSVALUE ETF9229087446574494398SHSOLE004398AMERICAN CENTY ETF TRAVANTIS CORE FI025072562226921154248SHSOLE0054248HCA HEALTHCARE INCCOM40412C101247988916SHSOLE00916LOWES COS INCCOM5486611076358732857SHSOLE002857VISA INCCOM CL A92826C83917347666663SHSOLE006663ISHARES TRRUS 1000 VAL ETF4642875984300402602SHSOLE002602ADOBE INCCOM00724F101541713908SHSOLE00908MASTERCARD INCORPORATEDCL A57636Q10413268813111SHSOLE003111UNITEDHEALTH GROUP INCCOM91324P10212571702388SHSOLE002388VANGUARD INDEX FDSMCAP VL IDXVIP92290851214208269798SHSOLE009798UNITED PARCEL SERVICE INCCL B9113121066467034113SHSOLE004113INTEL CORPCOM4581401002402924782SHSOLE004782QUALCOMM INCCOM7475251032169741500SHSOLE001500TRANE TECHNOLOGIES PLCSHSG8994E103214881881SHSOLE00881ZOETIS INCCL A98978V1034548032304SHSOLE002304DIMENSIONAL ETF TRUSTUS REAL ESTATE E25434V82336000515831SHSOLE0015831ISHARES TRU.S. ENERGY ETF4642877962815246381SHSOLE006381INVESCO QQQ TRUNIT SER 146090E1035332381302SHSOLE001302INVESCO EXCHANGE TRADED FD TFTSE RAFI 100046137V61370789520111SHSOLE0020111MCDONALDS CORPCOM5801351016481102186SHSOLE002186NORTHROP GRUMMAN CORPCOM666807102306886656SHSOLE00656PROCTER AND GAMBLE COCOM7427181096970034756SHSOLE004756PROLOGIS INC.COM74340W1038931296700SHSOLE006700AMERICAN CENTY ETF TRUS LARGE CAP VLU025072349134900923355SHSOLE0023355ISHARES TRMSCI EAFE ETF46428746596076312751SHSOLE0012751BRISTOL-MYERS SQUIBB COCOM1101221082193194274SHSOLE004274BLACKSTONE INCCOM09260D1073314732532SHSOLE002532KIMBERLY-CLARK CORPCOM4943681032249151851SHSOLE001851ATMOS ENERGY CORPCOM0495601054082023522SHSOLE003522MONDELEZ INTL INCCL A6092071054430516117SHSOLE006117PNC FINL SVCS GROUP INCCOM6934751052388001542SHSOLE001542VANGUARD SCOTTSDALE FDSVNG RUS1000GRW92206C6802426183110SHSOLE003110DIMENSIONAL ETF TRUSTINFLATION PROTE25434V8563646738834SHSOLE008834BANK AMERICA CORPCOM0605051042551657578SHSOLE007578BIOATLA INCCOM09077B10416117765519SHSOLE0065519NVIDIA CORPORATIONCOM67066G104272545550SHSOLE00550SYSCO CORPCOM8718291072079872844SHSOLE002844VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT9219438582087484358SHSOLE004358DIMENSIONAL ETF TRUSTUS HIGH PROFITAB25434V83159875420928SHSOLE0020928DTE ENERGY COCOM2333311072221822015SHSOLE002015FIDELITY COVINGTON TRUSTENHANCED INTL31609A4042437669199SHSOLE009199DIMENSIONAL ETF TRUSTINTL SMALL CAP V25434V78135899213923SHSOLE0013923ACCENTURE PLC IRELANDSHS CLASS AG1151C101342137975SHSOLE00975LINDE PLCSHSG54950103314568766SHSOLE00766VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C4094100615300SHSOLE005300DIMENSIONAL ETF TRUSTUS CORE EQUITY 125434V62571945513454SHSOLE0013454DIMENSIONAL ETF TRUSTINTL HIGH PROFIT25434V765131957151425SHSOLE0051425METTLER TOLEDO INTERNATIONALCOM592688105280194231SHSOLE00231BROADCOM INCCOM11135F101265110238SHSOLE00238BERKSHIRE HATHAWAY INC DELCL A0846701085426251SHSOLE001SCHWAB STRATEGIC TRSCHWAB FDT US LG8085247712178983518SHSOLE003518AMPHENOL CORP NEWCL A0320951012587292610SHSOLE002610ISHARES TRRUS 1000 ETF46428762213780425254SHSOLE005254BROOKFIELD INFRAST PARTNERSLP INT UNITG162521012576388182SHSOLE008182PULTE GROUP INCCOM7458671012559862480SHSOLE002480