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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 51 | $1,110,754 | 16,865 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | S&P DIVID ETF | 52 | $1,106,282 | 8,429 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 53 | $1,098,640 | 18,732 | 0.00 | 0.00 | 5,278 | 39.23 | 03-31-2024 |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | 54 | $1,096,653 | 25,938 | 0.00 | 0.00 | 1,240 | 5.02 | 03-31-2024 |
