Sc&H Financial Advisors, Inc. Portfolio Holdings

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.