SC&H Financial Advisors, Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 2, 2024
Value $
$408M
Signature - Title
Caitlin Garner - Chief Compliance Officer
Location
910 Ridgebrook Road, Sparks, MD
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 144 $408M +$23.5M -$3.28M +$20.2M DFAC, AVUS, DFAU, AVDE, DFAI 13F-HR 8/1/2024, 06:09 PM
Q1 2024 143 $384M +$19.4M -$4.47M +$15M DFAC, AVUS, DFAU, AVDE, DFAI 13F-HR 5/2/2024, 01:11 PM
Q4 2023 138 $347M +$24.3M -$8.64M +$15.7M DFAC, AVUS, DFAU, AVDE, DFAI 13F-HR 2/1/2024, 03:21 PM
Q3 2023 130 $301M +$14M -$4.76M +$9.26M DFAC, AVUS, DFAU, AVDE, DFAI 13F-HR 10/30/2023, 11:58 AM
Q2 2023 136 $303M +$18.5M -$2.86M +$15.7M DFAC, AVUS, DFAU, AVDE, DFAI 13F-HR 8/7/2023, 01:40 PM
Q1 2023 131 $274M +$29.3M -$8.89M +$20.4M DFAC, AVUS, DFAU, AVDE, DFAI 13F-HR 5/12/2023, 10:23 AM
Q4 2022 125 $241M +$28.1M -$5.81M +$22.3M DFAC, AVUS, AVDE, DFAU, DFAI 13F-HR 2/10/2023, 04:18 PM
Q3 2022 126 $200M +$17.1M -$15M +$2.06M DFAC, AVUS, AVDE, DFAU, VV 13F-HR 11/9/2022, 02:46 PM
Q2 2022 135 $214M +$49.5M -$16.2M +$33.4M DFAC, AVUS, DFAI, AVDE, VV 13F-HR 8/10/2022, 05:09 PM
Q1 2022 149 $210M +$45.2M -$7.26M +$38M DFAC, AVUS, VV, AVDE, IVV 13F-HR 5/10/2022, 03:37 PM
Q4 2021 151 $181M $0 $0 DFAC, VV, IVV, AVUS, AAPL 13F-HR 2/10/2022, 04:11 PM