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SC&H Financial Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

SC&H Financial Advisors, Inc.

报告期 2026-03-31 · CIK 0001907898

持仓数

155

前50大市值合计

$604.7M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$84.9M

2,184,097

14.0%

AVUS AMERICAN CENTY ETF TR

US EQT ETF

$70.7M

635,792

11.7%

DFAU DIMENSIONAL ETF TRUST

US CORE EQT MKT

$39.4M

873,258

6.5%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$36.3M

932,172

6.0%

DFIC DIMENSIONAL ETF TRUST

INTL CORE EQUITY

$34.2M

963,800

5.7%

DFUS DIMENSIONAL ETF TRUST

US EQUITY MARKET

$32.2M

454,165

5.3%

DUSB DIMENSIONAL ETF TRUST

ULTRASHORT FIXED

$30.8M

607,348

5.1%

DCOR DIMENSIONAL ETF TRUST

US CORE EQUITY 1

$30.6M

423,921

5.1%

AVDE AMERICAN CENTY ETF TR

INTL EQT ETF

$28.1M

330,713

4.6%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$25.8M

320,134

4.3%

DFSD DIMENSIONAL ETF TRUST

SHORT DURATION F

$23.2M

484,186

3.8%

DFAE DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG

$14.3M

421,263

2.4%

IVV ISHARES TR

CORE S&P500 ETF

$10.5M

16,149

1.7%

IEFA ISHARES TR

CORE MSCI EAFE

$10.5M

116,277

1.7%

AAPL APPLE INC

COM

$10.2M

40,224

1.7%

VV VANGUARD INDEX FDS

LARGE CAP ETF

$9.8M

32,894

1.6%

DFCF DIMENSIONAL ETF TRUST

CORE FIXED INCOM

$9.6M

227,577

1.6%

DFEM DIMENSIONAL ETF TRUST

EMERGING MKTS CO

$8.6M

249,065

1.4%

DFAX DIMENSIONAL ETF TRUST

WORLD EX US CORE

$7.6M

224,206

1.3%

MSFT MICROSOFT CORP

COM

$5.8M

15,680

1.0%

DFAT DIMENSIONAL ETF TRUST

US TARGETED VLU

$4.7M

74,591

0.8%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$4.5M

40,591

0.7%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$4.2M

13,081

0.7%

DFAS DIMENSIONAL ETF TRUST

US SMALL CAP ETF

$4.1M

57,507

0.7%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$4.0M

6,188

0.7%

AVIG AMERICAN CENTY ETF TR

AVANTIS CORE FI

$3.6M

87,365

0.6%

DFAW DIMENSIONAL ETF TRUST

WORLD EQUITY ETF

$3.6M

49,157

0.6%

GOOGL ALPHABET INC

CAP STK CL A

$3.5M

12,265

0.6%

AGG ISHARES TR

CORE US AGGBD ET

$3.3M

33,616

0.6%

ITOT ISHARES TR

CORE S&P TTL STK

$3.1M

21,664

0.5%

REET ISHARES TR

GLOBAL REIT ETF

$2.8M

109,646

0.5%

AVGE AMERICAN CENTY ETF TR

AVANTIS ALL EQT

$2.7M

30,186

0.4%

COST COSTCO WHOLESALE CORPORATION

COM

$2.7M

2,664

0.4%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$2.4M

5,110

0.4%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$2.4M

28,844

0.4%

GOOG ALPHABET INC

CAP STK CL C

$2.3M

8,031

0.4%

DFSV DIMENSIONAL ETF TRUST

US SMALL CAP VAL

$2.1M

60,459

0.4%

VT VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF

$2.1M

15,222

0.3%

DFLV DIMENSIONAL ETF TRUST

US LARGE CAP VAL

$2.1M

58,239

0.3%

JPM JPMORGAN CHASE & CO

COM

$2.1M

6,996

0.3%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$2.0M

9,484

0.3%

LRCX LAM RESEARCH CORP

COM NEW

$2.0M

9,437

0.3%

AVLV AMERICAN CENTY ETF TR

US LARGE CAP VLU

$2.0M

24,932

0.3%

IEMG ISHARES INC

CORE MSCI EMKT

$2.0M

28,763

0.3%

V VISA INC

COM CL A

$2.0M

6,637

0.3%

DIHP DIMENSIONAL ETF TRUST

INTL HIGH PROFIT

$1.9M

60,501

0.3%

IWB ISHARES TR

RUS 1000 ETF

$1.9M

5,278

0.3%

BSV VANGUARD BD INDEX FDS

SHORT TRM BOND

$1.9M

23,982

0.3%

DFGR DIMENSIONAL ETF TRUST

GLOBAL REAL EST

$1.8M

67,371

0.3%

NVDA NVIDIA CORPORATION

COM

$1.8M

10,077

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

49%前 6 大占比

DFAC14.0%AVUS11.7%DFAU6.5%DFAI6.0%DFIC5.7%DFUS5.3%