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Hurlow Wealth Management Group, Inc. — 13F Holdings & Portfolio

CIK 1747749 · latest 13F-HR filed 2026-04-22

Backtest portfolio

Hurlow Wealth Management Group, Inc. manages $420.1M in 13F-reported U.S. long-equity assets across 120 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VV (13.49%), DFUS (11.11%), DFAS (8.13%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 4, added to 39, and trimmed 28.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$420.1M

Long-equity book

Holdings

120

Distinct positions

Period

2026-03-31

Filed 2026-04-22

Q/Q Activity

+4 / −4 / ↑39 / ↓28

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF$3.1M +12.7%
  • DIMENSIONAL U.S. SMALL CAP ETF$2.9M +9.2%
  • DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF$1.5M +15.7%
  • VANGUARD INTERMEDIATE-TERM BOND ETF$1.3M +15.0%
  • DIMENSIONAL US REAL ESTATE ETF$938.6K +31.9%
Show all 39 →

Top Trims

  • VANGUARD GROWTH ETF-$1.6M -13.0%
  • ELI LILLY & CO COM-$512.8K -14.3%
  • MICROSOFT CORP COM-$437.9K -23.6%
  • VANGUARD DIVIDEND APPRECIATION ETF-$386.9K -6.6%
  • APPLE INC COM-$339.0K -7.3%
Show all 28 →

New Positions

  • PHILLIPS 66 COM$219.9K
  • SPDR GOLD SHARES$215.1K
  • AT&T INC COM$202.6K
  • PHILIP MORRIS INTL INC COM$201.1K
Show all 4 →

Exited Positions

  • RELIANCE INC COM$281.4K
  • CLOROX CO DEL COM$240.0K
  • HERC HLDGS INC COM$210.0K
  • ISHARES ESG AWARE USD CORPORATE BOND ETF$23.8K
Show all 4 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD LARGE-CAP ETF VV 922908637 $56.7M 13.49% 189,574 SH
2 DIMENSIONAL U.S. EQUITY MARKET ETF DFUS 25434V401 $46.7M 11.11% 658,393 SH
3 DIMENSIONAL U.S. SMALL CAP ETF DFAS 25434V500 $34.2M 8.13% 480,193 SH
4 VANGUARD FTSE DEVELOPED MARKETS ETF VEA 921943858 $28.0M 6.67% 436,987 SH
5 DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF DFIC 25434V799 $27.6M 6.57% 776,503 SH
6 VANGUARD SMALL-CAP ETF VB 922908751 $22.9M 5.46% 87,526 SH
7 VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF VWOB 921946885 $12.0M 2.85% 182,154 SH
8 VANGUARD REAL ESTATE ETF VNQ 922908553 $11.8M 2.80% 132,612 SH
9 VANGUARD FTSE EMERGING MARKETS ETF VWO 922042858 $11.6M 2.75% 214,001 SH
10 DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF DFEM 25434V732 $11.2M 2.67% 324,748 SH
11 VANGUARD GROWTH ETF VUG 922908736 $10.9M 2.59% 24,950 SH
12 VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF VCIT 92206C870 $10.5M 2.49% 126,404 SH
13 DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF DFAX 25434V880 $10.3M 2.46% 303,923 SH
14 VANGUARD INTERMEDIATE-TERM BOND ETF BIV 921937819 $10.0M 2.38% 129,737 SH
15 VANGUARD SHORT-TERM CORPORATE BOND ETF VCSH 92206C409 $10.0M 2.38% 125,984 SH
16 VANGUARD TAX-EXEMPT BOND ETF VTEB 922907746 $7.7M 1.82% 153,633 SH
17 DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF DFAI 25434V203 $7.0M 1.67% 180,573 SH
18 VANGUARD TOTAL STOCK MARKET ETF VTI 922908769 $5.7M 1.35% 17,697 SH
19 VANGUARD DIVIDEND APPRECIATION ETF VIG 921908844 $5.5M 1.30% 25,478 SH
20 STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF SPHY 78468R606 $5.4M 1.28% 229,922 SH
21 VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF VTIP 922020805 $4.5M 1.07% 89,965 SH
22 APPLE INC COM AAPL 037833100 $4.3M 1.02% 16,955 SH
23 DIMENSIONAL US REAL ESTATE ETF DFAR 25434V823 $3.9M 0.92% 163,937 SH
24 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $3.5M 0.83% 7,298 SH
25 SCHWAB U.S. LARGE-CAP ETF SCHX 808524201 $3.4M 0.81% 132,717 SH
26 ELI LILLY & CO COM LLY 532457108 $3.1M 0.73% 3,352 SH
27 VANGUARD VALUE ETF VTV 922908744 $2.9M 0.68% 14,622 SH
28 WALMART INC COM WMT 931142103 $1.9M 0.46% 15,683 SH
29 JOHNSON & JOHNSON COM JNJ 478160104 $1.9M 0.44% 7,583 SH
30 CINCINNATI FINL CORP COM CINF 172062101 $1.6M 0.37% 9,969 SH
31 JPMORGAN CHASE & CO COM JPM 46625H100 $1.5M 0.36% 5,191 SH
32 STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF SHM 78468R739 $1.5M 0.35% 31,119 SH
33 BERKSHIRE HATHAWAY INC DEL CL A BRK.A 084670108 $1.4M 0.34% 2 SH
34 MICROSOFT CORP COM MSFT 594918104 $1.4M 0.34% 3,830 SH
35 ISHARES NATIONAL MUNI BOND ETF MUB 464288414 $1.3M 0.30% 11,778 SH
36 VANGUARD MID-CAP ETF VO 922908629 $1.2M 0.29% 4,311 SH
37 JOHNSON CTLS INTL PLC SHS JCI G51502105 $1.1M 0.25% 8,126 SH
38 SCHWAB U.S. SMALL-CAP ETF SCHA 808524607 $1.0M 0.24% 34,948 SH
39 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $997.5K 0.24% 1,534 SH
40 AMAZON COM INC COM AMZN 023135106 $963.5K 0.23% 4,626 SH
41 ABBVIE INC COM ABBV 00287Y109 $875.3K 0.21% 4,024 SH
42 MCDONALDS CORP COM MCD 580135101 $786.3K 0.19% 2,530 SH
43 ISHARES RUSSELL 1000 ETF IWB 464287622 $715.6K 0.17% 2,007 SH
44 ANALOG DEVICES INC COM ADI 032654105 $706.0K 0.17% 2,219 SH
45 NVIDIA CORPORATION COM NVDA 67066G104 $699.2K 0.17% 4,009 SH
46 VANGUARD S&P 500 ETF VOO 922908363 $693.6K 0.17% 1,161 SH
47 GE AEROSPACE COM NEW GE 369604301 $626.8K 0.15% 2,209 SH
48 LINDE PLC SHS LIN G54950103 $610.3K 0.15% 1,231 SH
49 AFLAC INC COM AFL 001055102 $597.9K 0.14% 5,450 SH
50 NEXTERA ENERGY INC COM NEE 65339F101 $596.2K 0.14% 6,419 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-22 $420.1M 120 0001747749-26-000005
2025-12-31 2026-02-17 $408.5M 120 0001747749-26-000002