Sc&H Financial Advisors, Inc. has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $461 Million distributed in 148 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 $71.4M, American Centy ETF Tr Avantis with a value of $59.8M, Dimensional ETF Tr with a value of $29.6M, Dimensional ETF Tr U S Equity with a value of $23.3M, and American Centy ETF Tr Avantis with a value of $20.8M.
Examining the 13F form we can see an increase of $14M in the current position value, from $447M to 461M.
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
$461 Million
ETFs: $398 Million
Technology: $19.8 Million
Financial Services: $10.5 Million
Consumer Defensive: $5.92 Million
Communication Services: $5.37 Million
Consumer Cyclical: $3.59 Million
Healthcare: $3.53 Million
Industrials: $3.02 Million
Other: $2.92 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
