Hurlow Wealth Management Group, Inc.
121 holdingsFiling period: 2026-03-31Current AUM: $463.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD LARGE-CAP ETF | 189.6K | $56.7M | $65.1M | 14.05% | +10.4K | 2026-03-31 |
| 2 | DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | 658.4K | $46.7M | $53.7M | 11.59% | +38.7K | 2026-03-31 |
| 3 | DFAS | DIMENSIONAL U.S. SMALL CAP ETF | 480.2K | $34.2M | $38.9M | 8.39% | +31.4K | 2026-03-31 |
| 4 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 437.0K | $28.0M | $30.9M | 6.66% | -9,045 | 2026-03-31 |
| 5 | DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 776.5K | $27.6M | $29.6M | 6.38% | +66.4K | 2026-03-31 |
| 6 | VB | VANGUARD SMALL-CAP ETF | 87.5K | $22.9M | $25.8M | 5.57% | +77 | 2026-03-31 |
| 7 | VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | 182.2K | $12.0M | $12.0M | 2.59% | +14.3K | 2026-03-31 |
| 8 | VNQ | VANGUARD REAL ESTATE ETF | 132.6K | $11.8M | $13.1M | 2.83% | -1,340 | 2026-03-31 |
| 9 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | 214.0K | $11.6M | $12.6M | 2.71% | -1,361 | 2026-03-31 |
| 10 | DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 324.7K | $11.2M | $12.2M | 2.64% | +31.6K | 2026-03-31 |
| 11 | VUG | VANGUARD GROWTH ETF | 24.9K | $10.9M | $12.8M | 2.75% | -726 | 2026-03-31 |
| 12 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 126.4K | $10.5M | $10.3M | 2.22% | +3.1K | 2026-03-31 |
| 13 | DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 303.9K | $10.3M | $11.1M | 2.39% | +5.0K | 2026-03-31 |
| 14 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 129.7K | $10.0M | $9.8M | 2.11% | +17.9K | 2026-03-31 |
| 15 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 126.0K | $10.0M | $9.9M | 2.14% | +6.3K | 2026-03-31 |
| 16 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | 153.6K | $7.7M | $7.6M | 1.64% | +7.6K | 2026-03-31 |
| 17 | DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 180.6K | $7.0M | $7.6M | 1.64% | +5.3K | 2026-03-31 |
| 18 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 17.7K | $5.7M | $6.5M | 1.41% | +15 | 2026-03-31 |
| 19 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 25.5K | $5.5M | $6.1M | 1.31% | -1,213 | 2026-03-31 |
| 20 | SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | 229.9K | $5.4M | $5.3M | 1.15% | +15.2K | 2026-03-31 |
| 21 | VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 90.0K | $4.5M | $4.5M | 0.96% | +6.9K | 2026-03-31 |
| 22 | AAPL | APPLE INC COM | 17.0K | $4.3M | $5.2M | 1.13% | -120 | 2026-03-31 |
| 23 | DFAR | DIMENSIONAL US REAL ESTATE ETF | 163.9K | $3.9M | $4.4M | 0.95% | +35.6K | 2026-03-31 |
| 24 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 7.3K | $3.5M | $3.5M | 0.75% | -29 | 2026-03-31 |
| 25 | SCHX | SCHWAB U.S. LARGE-CAP ETF | 132.7K | $3.4M | $3.9M | 0.84% | -675 | 2026-03-31 |
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