Sc&H Financial Advisors, Inc. ETFs

Sc&H Financial Advisors, Inc.

$461 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
QQQ Invesco Qqq Trust, Series 1	$0	$675,000 0.15% of portfolio	1,321	Q3 2024 Added 2.24%
IWD Ishares Russell 1000 Val ETF	$0	$485,000 0.11% of portfolio	2,625	Q4 2024 Added 0.23%
VTV Vanguard Value ETF	$0	$457,000 0.1% of portfolio	2,701	Q4 2024 Added 0.26%
GSLC Goldman Sachs ETF Tr Activebet	$0	$453,000 0.1% of portfolio	3,935	Q2 2022 Reduced 20.57%
DFAR Dimensional ETF Tr Dimensional	$0	$434,000 0.09% of portfolio	18,691	Q4 2024 Added 1.98%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$401,000 0.09% of portfolio	5,144	Q4 2024 Added 14.31%
SMMD Ishares Tr Russell 2500 ETF	$0	$380,000 0.08% of portfolio	5,590	Q4 2024 Added 15.64%
DISV Dimensional ETF Tr Dimensional	$0	$358,000 0.08% of portfolio	13,497	Q3 2024 Reduced 0.61%
VDE Vanguard Energy ETF	$0	$344,000 0.07% of portfolio	2,842	Q4 2024 Added 0.04%
ISTB Ihares Core 1 5 Years Usd Bond	$0	$331,000 0.07% of portfolio	6,939	Q4 2024 Reduced 0.63%
VONG Vanguard Russell 1000 Growth E	$0	$322,000 0.07% of portfolio	3,119	Q4 2024 Added 0.06%
DFIP Dimensional ETF Tr Inflation P	$0	$315,000 0.07% of portfolio	7,790	Q4 2024 Added 0.04%
VOO Vanguard Index Fds S&P 500 ETF	$0	$305,000 0.07% of portfolio	567	Q4 2024 Added 10.1%
IUSV Ishares Core S&P U.S. Value Et	$0	$287,000 0.06% of portfolio	3,102	Q4 2024 Added 0.39%
FNDX Schwab Fundamental U S Large C	$0	$283,000 0.06% of portfolio	11,971	Q4 2024 Added 235.79%
SPHQ Invesco Exchange Traded Fd Tr	$0	$270,000 0.06% of portfolio	4,033	Q4 2024 Added 0.07%
IYE Ishares Tr	$0	$257,000 0.06% of portfolio	5,653	Q3 2024 Reduced 11.74%
XLC Select Sector Spdr Tr Communic	$0	$255,000 0.06% of portfolio	2,640	Q1 2024 New
VUG Vanguard Growth ETF	$0	$244,000 0.05% of portfolio	596	Q3 2024 Added 0.17%
VWO Vanguard Ftse Emerging Mkts Et	$0	$234,000 0.05% of portfolio	5,317	Q4 2024 Added 1.18%
IYY Ishares Tr	$0	$234,000 0.05% of portfolio	1,636	Q1 2024 New
VNQ Vanguard Specialized Funds Van	$0	$234,000 0.05% of portfolio	2,635	Q4 2024 Added 1.46%
ESGU Ishares Trust Ishares Esg Awar	$0	$208,000 0.05% of portfolio	1,618	Q4 2024 New

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