Sc&H Financial Advisors, Inc. has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $447 Million distributed in 153 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 $68.4M, American Centy ETF Tr Avantis with a value of $55.9M, Dimensional ETF Tr with a value of $28M, American Centy ETF Tr Avantis with a value of $21.6M, and Dimensional ETF Tr with a value of $20.4M.
Examining the 13F form we can see an increase of $45.3M in the current position value, from $401M to 447M.
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
$447 Million
ETFs: $383 Million
Technology: $18.5 Million
Financial Services: $9.68 Million
Consumer Defensive: $6.21 Million
Healthcare: $4.65 Million
Communication Services: $4.57 Million
Industrials: $3.69 Million
Consumer Cyclical: $3.58 Million
Other: $4.11 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
