AI Portfolio Summary
In 2026 Q1, SC&H Financial Advisors, Inc. maintained a portfolio of 161 distinct positions. They heavily accumulated shares in DIMENSIONAL ETF TRUS, increasing their position by 0.5%. The fund also reduced its exposure to ISHARES TR by 4.5%.
Total Positions
161
Quarter
2026 Q1
Top Holding
DFAC (12.8%)
Top 10 Concentration
62.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 161
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAC
DIMENSIONAL ETF...
|
ETF | 12.80% | 13.31% |
#1
Prev: #1
|
6.5 | 10,850 | 0.5% |
P
S
|
2,184,097 | $84,874,011 |
$27.96
+40.2%
|
2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | ||
|
AVUS
AMERICAN CENTY ...
|
ETF | 10.66% | 10.86% |
#2
Prev: #2
|
6.0 | 7,994 | 1.3% |
P
S
|
635,792 | $70,687,314 |
$77.20
+45.1%
|
2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | ||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 5.94% | 6.10% |
#3
Prev: #3
|
3.9 | 30,470 | 3.6% |
P
S
|
873,258 | $39,401,400 |
$31.71
+43.4%
|
2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | ||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 5.48% | 5.31% |
#4
Prev: #4
|
3.2 | 31,914 | 3.5% |
P
S
|
932,172 | $36,317,439 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 5.16% | 5.01% |
#5
1
Prev: #6
|
3.1 | 23,234 | 2.5% |
P
S
|
963,800 | $34,243,808 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 4.86% | 5.03% |
#6
1
Prev: #5
|
2.4 | 15,887 | 3.6% |
P
S
|
454,165 | $32,204,845 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DUSB
DIMENSIONAL ETF...
|
ETF | 4.64% | 4.22% |
#7
2
Prev: #9
|
3.9 | 68,198 | 12.6% |
P
S
|
607,348 | $30,798,605 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DCOR
DIMENSIONAL ETF...
|
ETF | 4.61% | 4.61% |
#8
1
Prev: #7
|
2.3 | 19,629 | 4.9% |
P
S
|
423,921 | $30,556,247 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 4.23% | 4.23% |
#9
1
Prev: #8
|
2.2 | -1,115 | -0.3% |
P
S
|
330,713 | $28,057,687 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 3.89% | 3.78% |
#10
Prev: #10
|
2.1 | 2,499 | 0.8% |
P
S
|
320,134 | $25,796,380 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 3.50% | 3.16% |
#11
Prev: #11
|
3.4 | 58,714 | 13.8% |
P
S
|
484,186 | $23,182,834 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 2.15% | 2.05% |
#12
Prev: #12
|
1.4 | 14,754 | 3.6% |
P
S
|
421,263 | $14,263,977 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IVV
ISHARES TR
|
ETF | 1.59% | 1.73% |
#13
Prev: #13
|
1.1 | -196 | -1.2% |
P
S
|
16,149 | $10,548,892 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IEFA
ISHARES TR
|
ETF | 1.59% | 1.65% |
#14
1
Prev: #15
|
1.1 | -2,791 | -2.3% |
P
S
|
116,277 | $10,526,580 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AAPL
APPLE INC
|
Technology | 1.54% | 1.70% |
#15
1
Prev: #14
|
1.1 | -249 | -0.6% |
P
S
|
40,224 | $10,208,407 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 1.48% | 1.31% |
#16
Prev: #16
|
3.1 | 6,048 | 22.5% |
P
S
|
32,894 | $9,830,468 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 1.45% | 1.30% |
#17
Prev: #17
|
2.6 | 29,856 | 15.1% |
P
S
|
227,577 | $9,608,309 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 1.30% | 1.24% |
#18
Prev: #18
|
1.0 | 7,642 | 3.2% |
P
S
|
249,065 | $8,605,195 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 1.15% | 0.95% |
#19
1
Prev: #20
|
2.5 | 35,982 | 19.1% |
P
S
|
224,206 | $7,616,266 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.88% | 1.20% |
#20
1
Prev: #19
|
0.9 | -330 | -2.1% |
P
S
|
15,680 | $5,804,144 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 0.70% | 0.70% |
#21
Prev: #21
|
0.8 | -1,627 | -2.1% |
P
S
|
74,591 | $4,658,237 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 0.68% | 0.65% |
#22
2
Prev: #24
|
0.8 | -490 | -1.2% |
P
S
|
40,591 | $4,484,136 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.63% | 0.68% |
#23
1
Prev: #22
|
0.8 | -52 | -0.4% |
P
S
|
13,081 | $4,196,434 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 0.62% | 0.61% |
#24
1
Prev: #25
|
0.7 | 579 | 1.0% |
P
S
|
57,507 | $4,090,490 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.61% | 0.65% |
#25
2
Prev: #23
|
0.7 | 3 | 0.0% |
P
S
|
6,188 | $4,024,336 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AVIG
AMERICAN CENTY ...
|
Bond/Debt | 0.55% | 0.48% |
#26
3
Prev: #29
|
2.2 | 13,132 | 17.7% |
P
S
|
87,365 | $3,629,155 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DFAW
DIMENSIONAL ETF...
|
ETF | 0.55% | 0.49% |
#27
1
Prev: #28
|
2.2 | 6,370 | 14.9% |
P
S
|
49,157 | $3,626,826 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.53% | 0.58% |
#28
2
Prev: #26
|
0.7 | 360 | 3.0% |
P
S
|
12,265 | $3,526,932 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AGG
ISHARES TR
|
ETF | 0.50% | 0.45% |
#29
1
Prev: #30
|
2.2 | 4,761 | 16.5% |
P
S
|
33,616 | $3,337,084 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
ITOT
ISHARES TR
|
ETF | 0.47% | 0.52% |
#30
3
Prev: #27
|
0.7 | -725 | -3.2% |
P
S
|
21,664 | $3,085,661 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
REET
ISHARES TR
|
ETF | 0.42% | 0.44% |
#31
Prev: #31
|
0.7 | -5,135 | -4.5% |
P
S
|
109,646 | $2,757,597 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AVGE
AMERICAN CENTY ...
|
Bond/Debt | 0.40% | 0.37% |
#32
2
Prev: #34
|
2.2 | 2,491 | 9.0% |
P
S
|
30,186 | $2,656,952 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.40% | 0.36% |
#33
2
Prev: #35
|
1.2 | no change | no change |
P
S
|
2,664 | $2,654,474 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.37% | 0.20% |
#34
21
Prev: #55
|
3.1 | 2,480 | 94.3% |
P
S
|
5,110 | $2,448,758 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.36% | 0.38% |
#35
2
Prev: #33
|
0.6 | -112 | -0.4% |
P
S
|
28,844 | $2,386,872 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.35% | 0.39% |
#36
4
Prev: #32
|
0.6 | -34 | -0.4% |
P
S
|
8,031 | $2,303,858 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 0.32% | 0.28% |
#37
7
Prev: #44
|
2.1 | 5,980 | 11.0% |
P
S
|
60,459 | $2,118,474 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.32% | 0.34% |
#38
1
Prev: #37
|
0.6 | -264 | -1.7% |
P
S
|
15,222 | $2,105,466 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 0.31% | 0.23% |
#39
14
Prev: #53
|
2.6 | 14,039 | 31.8% |
P
S
|
58,239 | $2,079,720 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.31% | 0.35% |
#40
4
Prev: #36
|
0.6 | 1 | 0.0% |
P
S
|
6,996 | $2,057,943 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.31% | 0.32% |
#41
2
Prev: #39
|
0.6 | 5 | 0.1% |
P
S
|
9,484 | $2,039,621 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.30% | 0.25% |
#42
7
Prev: #49
|
0.6 | 2 | 0.0% |
P
S
|
9,437 | $2,016,371 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 0.30% | 0.22% |
#43
11
Prev: #54
|
2.6 | 5,933 | 31.2% |
P
S
|
24,932 | $2,009,775 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IEMG
ISHARES INC
|
ETF | 0.30% | 0.30% |
#44
3
Prev: #41
|
0.6 | -50 | -0.2% |
P
S
|
28,763 | $2,006,212 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
V
VISA INC
|
Financial Services | 0.30% | 0.33% |
#45
7
Prev: #38
|
2.1 | 486 | 7.9% |
P
S
|
6,637 | $2,005,824 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DIHP
DIMENSIONAL ETF...
|
Bond/Debt | 0.29% | 0.30% |
#46
4
Prev: #42
|
0.6 | 47 | 0.1% |
P
S
|
60,501 | $1,949,336 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IWB
ISHARES TR
|
ETF | 0.28% | 0.30% |
#47
7
Prev: #40
|
0.6 | 2 | 0.0% |
P
S
|
5,278 | $1,881,992 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.28% | 0.29% |
#48
5
Prev: #43
|
0.6 | 101 | 0.4% |
P
S
|
23,982 | $1,880,415 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 0.27% | 0.27% |
#49
4
Prev: #45
|
0.6 | 2,050 | 3.1% |
P
S
|
67,371 | $1,790,711 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.26% | 0.25% |
#50
3
Prev: #47
|
2.1 | 1,291 | 14.7% |
P
S
|
10,077 | $1,757,500 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 |
Showing 1-50 of 161 holdings