Hurlow Wealth Management Group, Inc.
126 holdingsFiling period: 2026-06-30Current AUM: $477.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Index Fds | 194.3K | $66.8M | $68.5M | 14.34% | +4.7K | 2026-06-30 |
| 2 | DFUS | Dimensional ETF Trust | 697.1K | $57.1M | $58.1M | 12.16% | +38.7K | 2026-06-30 |
| 3 | DFAS | Dimensional ETF Trust | 504.2K | $41.5M | $39.8M | 8.34% | +24.0K | 2026-06-30 |
| 4 | DFIC | Dimensional ETF Trust | 853.2K | $31.8M | $32.0M | 6.69% | +76.7K | 2026-06-30 |
| 5 | VEA | Vanguard Tax-Managed Fds | 436.4K | $31.1M | $30.3M | 6.33% | -608 | 2026-06-30 |
| 6 | VB | Vanguard Index Fds | 86.7K | $26.3M | $25.0M | 5.24% | -854 | 2026-06-30 |
| 7 | DFEM | Dimensional ETF Trust | 359.7K | $14.6M | $13.3M | 2.79% | +34.9K | 2026-06-30 |
| 8 | VUG | Vanguard Index Fds | 149.4K | $12.9M | $13.1M | 2.74% | +124.4K | 2026-06-30 |
| 9 | VNQ | Vanguard Index Fds | 130.8K | $12.6M | $12.2M | 2.55% | -1,842 | 2026-06-30 |
| 10 | VWOB | Vanguard Whitehall Fds | 187.1K | $12.6M | $11.9M | 2.49% | +4.9K | 2026-06-30 |
| 11 | VWO | Vanguard Intl Equity Index F | 208.2K | $12.4M | $11.8M | 2.46% | -5,824 | 2026-06-30 |
| 12 | DFAX | Dimensional ETF Trust | 302.9K | $11.2M | $10.9M | 2.28% | -988 | 2026-06-30 |
| 13 | VCIT | Vanguard Scottsdale Fds | 130.3K | $10.8M | $10.3M | 2.16% | +3.9K | 2026-06-30 |
| 14 | BIV | Vanguard BD Index Fds | 137.5K | $10.5M | $10.2M | 2.13% | +7.7K | 2026-06-30 |
| 15 | VCSH | Vanguard Scottsdale Fds | 131.7K | $10.4M | $10.2M | 2.14% | +5.8K | 2026-06-30 |
| 16 | VTEB | Vanguard Mun BD Fds | 154.4K | $7.8M | $7.5M | 1.57% | +748 | 2026-06-30 |
| 17 | DFAI | Dimensional ETF Trust | 176.9K | $7.3M | $7.3M | 1.53% | -3,719 | 2026-06-30 |
| 18 | VTI | Vanguard Index Fds | 17.7K | $6.5M | $6.6M | 1.39% | -25 | 2026-06-30 |
| 19 | VIG | Vanguard Specialized Funds | 26.9K | $6.4M | $6.6M | 1.38% | +1.5K | 2026-06-30 |
| 20 | SPHY | Spdr Series Trust | 250.0K | $5.9M | $5.6M | 1.18% | +20.1K | 2026-06-30 |
| 21 | DFAR | Dimensional ETF Trust | 197.8K | $5.2M | $5.0M | 1.05% | +33.9K | 2026-06-30 |
| 22 | AAPL | Apple Inc | 16.8K | $4.8M | $5.8M | 1.21% | -192 | 2026-06-30 |
| 23 | VTIP | Vanguard Malvern Fds | 93.5K | $4.7M | $4.6M | 0.96% | +3.5K | 2026-06-30 |
| 24 | LLY | Eli Lilly & Co | 3.4K | $4.0M | $4.3M | 0.90% | +23 | 2026-06-30 |
| 25 | SCHX | Schwab Strategic TR | 131.3K | $3.9M | $4.0M | 0.83% | -1,448 | 2026-06-30 |
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