Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SC&H FINANCIAL ADVISORS INC | 05-02-2024 | 03-31-2024 | 143 | 384,088,902 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| XCEL ENERGY INC | COM | 101 | $422,132 | 7,854 | 0.00 | 0.00 | -795 | -9.19 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 102 | $409,743 | 5,300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 103 | $408,414 | 3,935 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 104 | $406,967 | 18,193 | 0.00 | 0.00 | 2,362 | 14.92 | 03-31-2024 |
