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SC&H Financial Advisors, Inc.

All holdings · as of Dec 31, 2025

159 positions

CompanyClassValueShares% of portfolio
Mastercard Inc—$1.55M2,7130.2%
Amazon.com Inc—$1.51M6,5590.2%
DIMENSIONAL ETF TRUST—$1.51M44,2000.2%
AMERICAN CENTY ETF TR—$1.44M18,9990.2%
Warren E. Buffett—$1.32M2,6300.2%
Meta Platforms Inc—$1.32M2,0020.2%
AMERICAN CENTY ETF TR—$1.28M29,3380.2%
VANGUARD INDEX FDS—$1.26M4,8670.2%
VANGUARD STAR FDS—$1.17M15,5650.2%
WISDOMTREE TR—$1.16M34,6750.2%
CINCINNATI FINANCIAL CORP—$1.08M6,6000.2%
iShares MSCI UAE ETF—$1.05M12,3920.2%
VANGUARD INDEX FDS—$1.05M3,7510.2%
INVESCO QQQ TR—$1.04M1,6940.2%
ISHARES TR—$1.02M10,6200.2%
VANGUARD INDEX FDS—$983.3K3,3880.2%
INVESCO EXCH TRADED FD TR II—$981.9K13,7480.2%
Broadcom Inc.—$969.6K2,8020.2%
AMERICAN CENTY ETF TR—$918.8K19,5130.1%
ISHARES TR—$906.0K13,7270.1%
VANGUARD INDEX FDS—$886.0K4,2370.1%
CINTAS CORP—$868.2K4,6160.1%
ISHARES TR—$845.0K7,0310.1%
ISHARES TR—$841.7K3,4190.1%
SPDR SERIES TRUST—$820.8K5,8980.1%
UNITEDHEALTH GROUP INC—$797.1K2,4150.1%
VANGUARD INDEX FDS—$778.4K1,2410.1%
BERKSHIRE HATHAWAY INC DEL—$754.8K10.1%
DIMENSIONAL ETF TRUST—$736.4K19,3650.1%
MCDONALD'S CORP—$706.7K2,3120.1%
AMPHENOL CORP /DE—$705.4K5,2200.1%
Walmart Inc.—$696.7K6,2530.1%
PROCTER & GAMBLE Co—$678.8K4,7370.1%
INVESCO EXCHANGE TRADED FD T—$676.3K14,4140.1%
HOME DEPOT, INC.—$656.2K1,9070.1%
PAYCHEX INC—$650.8K5,8020.1%
LOWES COMPANIES INC—$607.8K2,5200.1%
THERMO FISHER SCIENTIFIC INC.—$591.8K1,0210.1%
Prologis Inc—$537.7K4,2120.1%
MCCORMICK & CO INC—$527.0K7,7370.1%
GOLDMAN SACHS ETF TR—$520.9K3,9350.1%
DIMENSIONAL ETF TRUST—$512.9K13,4970.1%
VANGUARD TAX-MANAGED FDS—$476.3K7,6240.1%
ISHARES TR—$451.9K2,1480.1%
M&T BANK CORP—$451.7K2,2420.1%
VANGUARD WORLD FD—$428.2K5680.1%
XCEL ENERGY INC—$413.0K5,5920.1%
VANGUARD SCOTTSDALE FDS—$410.1K5,1440.1%
THE GOLDMAN SACHS GROUP, INC.—$407.3K4630.1%
BANK OF AMERICA CORP /DE—$404.2K7,3490.1%
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