SC&H Financial Advisors, Inc. - Portfolio overview

SC&H Financial Advisors, Inc. has 163 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 12.74%
2. AVUS - AMERICAN CENTY ETF TR, 10.61%
3. DFAU - DIMENSIONAL ETF TRUST, 5.92%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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