Sc&H Financial Advisors, Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $468 Million distributed in 151 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $71.5M, American Centy ETF Tr Avantis with a value of $58.9M, Dimensional ETF Tr with a value of $29.9M, Dimensional ETF Tr Dimensional with a value of $23.8M, and Dimensional ETF Tr with a value of $23.7M.
Examining the 13F form we can see an increase of $7.35M in the current position value, from $461M to 468M.
Sc&H Financial Advisors, Inc. is based out at Sparks, MD
Below you can find more details about Sc&H Financial Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$468 Million
ETFs: $406 Million
Technology: $17.5 Million
Financial Services: $11 Million
Consumer Defensive: $6.35 Million
Communication Services: $4.66 Million
Healthcare: $3.6 Million
Consumer Cyclical: $3.46 Million
Industrials: $3.02 Million
Other: $3.41 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
