Hurlow Wealth Management Group, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Hurlow Wealth Management Group, Inc. 13F Holdings
CIK 0001747749 · Bloomington, IN
As of Sep 30, 2025, Hurlow Wealth Management Group, Inc. reported
119 positions worth $386.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 172,787 | $53.2M | 13.78% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 589,748 | $42.7M | 11.06% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 402,356 | $27.5M | 7.13% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 445,040 | $26.7M | 6.91% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 86,541 | $22.0M | 5.70% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 601,477 |
|
9.7M5.11% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 27,130 |
3.0M | 3.37% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 138,480 |
2.7M | 3.28% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 219,857 |
1.9M | 3.09% |
| VANGUARD WHITEHALL FUNDS | VWOB | — | 155,983 |
0.4M | 2.70% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 116,680 | $9.8M | 2.54% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 294,398 | $9.2M | 2.39% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 111,348 | $8.9M | 2.31% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 247,861 | $7.9M | 2.06% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 151,405 | $7.6M | 1.96% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 93,124 | $7.3M | 1.88% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 197,005 | $7.2M | 1.85% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 18,955 | $6.2M | 1.61% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 27,878 | $6.0M | 1.56% |
| APPLE INC | AAPL | Technology | 19,106 | $4.9M | 1.26% |
| STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF | SPHY | — | 187,433 | $4.5M | 1.16% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 72,968 | $3.7M | 0.96% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 7,335 | $3.7M | 0.96% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 134,107 | $3.5M | 0.91% |
| ELI LILLY & CO | LLY | Healthcare | 3,354 | $2.6M | 0.66% |