Hurlow Wealth Management Group, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, Hurlow Wealth Management Group, Inc. disclosed 123 stock positions valued at approximately $480.63M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 123
- Portfolio Value
- $480.63M
Holdings by Sector
Hurlow Wealth Management Group, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VV | Other | 13.90% | 194,273 | +4,699 | +2.48% | $66,812,596 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 11.88% | 697,119 | +38,726 | +5.88% | $57,121,891 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 8.64% | 504,189 | +23,996 | +5.00% | $41,514,902 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 6.61% | 853,239 | +76,736 | +9.88% | $31,791,672 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 6.47% | 436,379 | -608 | -0.14% | $31,092,021 |
| VANGUARD INDEX FDS | VB | Other | 5.47% | 86,672 | -854 | -0.98% | $26,271,876 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 3.04% | 359,677 | +34,929 | +10.76% | $14,617,291 |
| VANGUARD INDEX FDS | VUG | Other | 2.68% | 149,351 | +124,401 | +498.60% | $12,865,095 |
| VANGUARD INDEX FDS | VNQ | Other | 2.62% | 130,770 | -1,842 | -1.39% | $12,610,147 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 2.62% | 187,058 | +4,904 | +2.69% | $12,577,793 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.59% | 208,177 | -5,824 | -2.72% | $12,426,091 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 2.32% | 302,935 | -988 | -0.33% | $11,160,114 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 2.24% | 130,290 | +3,886 | +3.07% | $10,768,469 |
| VANGUARD BD INDEX FDS | BIV | Other | 2.19% | 137,452 | +7,715 | +5.95% | $10,542,551 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 2.17% | 131,739 | +5,755 | +4.57% | $10,411,346 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.62% | 154,381 | +748 | +0.49% | $7,808,611 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 1.52% | 176,854 | -3,719 | -2.06% | $7,295,216 |
| VANGUARD INDEX FDS | VTI | Other | 1.36% | 17,672 | -25 | -0.14% | $6,539,526 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.33% | 26,938 | +1,460 | +5.73% | $6,374,106 |
| SPDR SERIES TRUST | SPHY | Other | 1.22% | 250,032 | +20,110 | +8.75% | $5,860,750 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 1.08% | 197,803 | +33,866 | +20.66% | $5,174,518 |
| APPLE INC | AAPL | Technology | 1.01% | 16,763 | -192 | -1.13% | $4,850,621 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.98% | 93,496 | +3,531 | +3.92% | $4,696,298 |
| ELI LILLY & CO | LLY | Healthcare | 0.84% | 3,375 | +23 | +0.69% | $4,048,076 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.80% | 131,269 | -1,448 | -1.09% | $3,863,241 |
| VANGUARD INDEX FDS | VTV | Other | 0.66% | 14,604 | -18 | -0.12% | $3,182,650 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.52% | 4,984 | -2,314 | -31.71% | $2,493,944 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.40% | 7,600 | +17 | +0.22% | $1,930,172 |
| CINCINNATI FINL CORP | CINF | Financial Services | 0.38% | 9,975 | +6 | +0.06% | $1,846,862 |
| WALMART INC | WMT | Consumer Defensive | 0.37% | 15,756 | +73 | +0.47% | $1,784,526 |
Showing 30 of 123 holdings in the latest reporting period.