Hurlow Wealth Management Group, Inc.

Est. AUM

$420.1M

13F long equity, this entity only

Positions

120

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD LARGE-CAP ETF	ETF	$56.7M	189574	13.49%	SOLE
2	DIMENSIONAL U.S. EQUITY MARKET ETF	ETF	$46.7M	658393	11.11%	SOLE
3	DIMENSIONAL U.S. SMALL CAP ETF	ETF	$34.2M	480193	8.13%	SOLE
4	VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$28.0M	436987	6.67%	SOLE
5	DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF	ETF	$27.6M	776503	6.57%	SOLE
6	VANGUARD SMALL-CAP ETF	ETF	$22.9M	87526	5.46%	SOLE
7	VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF	ETF	$12.0M	182154	2.85%	SOLE
8	VANGUARD REAL ESTATE ETF	ETF	$11.8M	132612	2.80%	SOLE
9	VANGUARD FTSE EMERGING MARKETS ETF	ETF	$11.6M	214001	2.75%	SOLE
10	DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF	ETF	$11.2M	324748	2.67%	SOLE
11	VANGUARD GROWTH ETF	ETF	$10.9M	24950	2.59%	SOLE
12	VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	ETF	$10.5M	126404	2.49%	SOLE
13	DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF	ETF	$10.3M	303923	2.46%	SOLE
14	VANGUARD INTERMEDIATE-TERM BOND ETF	ETF	$10.0M	129737	2.38%	SOLE
15	VANGUARD SHORT-TERM CORPORATE BOND ETF	ETF	$10.0M	125984	2.38%	SOLE
16	VANGUARD TAX-EXEMPT BOND ETF	ETF	$7.7M	153633	1.82%	SOLE
17	DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	ETF	$7.0M	180573	1.67%	SOLE
18	VANGUARD TOTAL STOCK MARKET ETF	ETF	$5.7M	17697	1.35%	SOLE
19	VANGUARD DIVIDEND APPRECIATION ETF	ETF	$5.5M	25478	1.30%	SOLE
20	STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF	ETF	$5.4M	229922	1.28%	SOLE
21	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF	ETF	$4.5M	89965	1.07%	SOLE
22	APPLE INC COM	Stock	$4.3M	16955	1.02%	SOLE
23	DIMENSIONAL US REAL ESTATE ETF	ETF	$3.9M	163937	0.92%	SOLE
24	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$3.5M	7298	0.83%	SOLE
25	SCHWAB U.S. LARGE-CAP ETF	ETF	$3.4M	132717	0.81%	SOLE
26	ELI LILLY & CO COM	Stock	$3.1M	3352	0.73%	SOLE
27	VANGUARD VALUE ETF	ETF	$2.9M	14622	0.68%	SOLE
28	WALMART INC COM	Stock	$1.9M	15683	0.46%	SOLE
29	JOHNSON & JOHNSON COM	Stock	$1.9M	7583	0.44%	SOLE
30	CINCINNATI FINL CORP COM	Stock	$1.6M	9969	0.37%	SOLE
31	JPMORGAN CHASE & CO COM	Stock	$1.5M	5191	0.36%	SOLE
32	STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF	ETF	$1.5M	31119	0.35%	SOLE
33	BERKSHIRE HATHAWAY INC DEL CL A	Stock	$1.4M	2	0.34%	SOLE
34	MICROSOFT CORP COM	Stock	$1.4M	3830	0.34%	SOLE
35	ISHARES NATIONAL MUNI BOND ETF	ETF	$1.3M	11778	0.30%	SOLE
36	VANGUARD MID-CAP ETF	ETF	$1.2M	4311	0.29%	SOLE
37	JOHNSON CTLS INTL PLC SHS	Stock	$1.1M	8126	0.25%	SOLE
38	SCHWAB U.S. SMALL-CAP ETF	ETF	$1.0M	34948	0.24%	SOLE
39	STATE STREET SPDR S&P 500 ETF	ETF	$997K	1534	0.24%	SOLE
40	AMAZON COM INC COM	Stock	$963K	4626	0.23%	SOLE
41	ABBVIE INC COM	Stock	$875K	4024	0.21%	SOLE
42	MCDONALDS CORP COM	Stock	$786K	2530	0.19%	SOLE
43	ISHARES RUSSELL 1000 ETF	ETF	$716K	2007	0.17%	SOLE
44	ANALOG DEVICES INC COM	Stock	$706K	2219	0.17%	SOLE
45	NVIDIA CORPORATION COM	Stock	$699K	4009	0.17%	SOLE
46	VANGUARD S&P 500 ETF	ETF	$694K	1161	0.17%	SOLE
47	GE AEROSPACE COM NEW	Stock	$627K	2209	0.15%	SOLE
48	LINDE PLC SHS	Stock	$610K	1231	0.15%	SOLE
49	AFLAC INC COM	Stock	$598K	5450	0.14%	SOLE
50	NEXTERA ENERGY INC COM	Stock	$596K	6419	0.14%	SOLE

1–50 of 120

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.