Hurlow Wealth Management Group, Inc. Portfolio Stock Holdings
Hurlow Wealth Management Group, Inc. disclosed 120 stock positions valued at approximately $420.1 million in its latest SEC 13F filing. The largest holdings include VANGUARD LARGE-CAP ETF, DIMENSIONAL U.S. EQUITY MARKET ETF, and DIMENSIONAL U.S. SMALL CAP ETF. The filing reflects positions held as of March 31, 2026 and was filed on April 22, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 120
- Portfolio Value
- $420.1M
Holdings by Sector
Hurlow Wealth Management Group, Inc. Portfolio Holdings in Q1 2026
120 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD LARGE-CAP ETF | VV | Other | 13.49% | 189,574 | +10,444 | +5.83% | $56,654,130 |
| DIMENSIONAL U.S. EQUITY MARKET ETF | DFUS | Other | 11.11% | 658,393 | +38,734 | +6.25% | $46,687,008 |
| DIMENSIONAL U.S. SMALL CAP ETF | DFAS | Other | 8.13% | 480,193 | +31,427 | +7.00% | $34,156,160 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | VEA | Other | 6.67% | 436,987 | -9,045 | -2.03% | $28,002,152 |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | Other | 6.57% | 776,503 | +66,410 | +9.35% | $27,589,165 |
| VANGUARD SMALL-CAP ETF | VB | Other | 5.46% | 87,526 | +77 | +0.09% | $22,924,827 |
| VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | VWOB | Other | 2.85% | 182,154 | +14,273 | +8.50% | $11,965,709 |
| VANGUARD REAL ESTATE ETF | VNQ | Other | 2.80% | 132,612 | -1,340 | -1.00% | $11,762,662 |
| VANGUARD FTSE EMERGING MARKETS ETF | VWO | Other | 2.75% | 214,001 | -1,361 | -0.63% | $11,566,735 |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | Other | 2.67% | 324,748 | +31,559 | +10.76% | $11,220,056 |
| VANGUARD GROWTH ETF | VUG | Other | 2.59% | 24,950 | -726 | -2.83% | $10,897,911 |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | VCIT | Other | 2.49% | 126,404 | +3,116 | +2.53% | $10,459,931 |
| DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | DFAX | Other | 2.46% | 303,923 | +4,958 | +1.66% | $10,324,271 |
| VANGUARD INTERMEDIATE-TERM BOND ETF | BIV | Other | 2.38% | 129,737 | +17,903 | +16.01% | $10,013,084 |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | VCSH | Other | 2.38% | 125,984 | +6,287 | +5.25% | $9,986,768 |
| VANGUARD TAX-EXEMPT BOND ETF | VTEB | Other | 1.82% | 153,633 | +7,614 | +5.21% | $7,664,767 |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | Other | 1.67% | 180,573 | +5,282 | +3.01% | $7,035,133 |
| VANGUARD TOTAL STOCK MARKET ETF | VTI | Other | 1.35% | 17,697 | +15 | +0.08% | $5,677,514 |
| VANGUARD DIVIDEND APPRECIATION ETF | VIG | Other | 1.30% | 25,478 | -1,213 | -4.54% | $5,479,361 |
| STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | SPHY | Other | 1.28% | 229,922 | +15,227 | +7.09% | $5,361,781 |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | VTIP | Other | 1.07% | 89,965 | +6,873 | +8.27% | $4,493,731 |
| APPLE INC COM | AAPL | Technology | 1.02% | 16,955 | -120 | -0.70% | $4,303,079 |
| DIMENSIONAL US REAL ESTATE ETF | DFAR | Other | 0.92% | 163,937 | +35,625 | +27.76% | $3,877,117 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 0.83% | 7,298 | -29 | -0.40% | $3,497,202 |
| SCHWAB U.S. LARGE-CAP ETF | SCHX | Other | 0.81% | 132,717 | -675 | -0.51% | $3,402,862 |
| ELI LILLY & CO COM | LLY | Healthcare | 0.73% | 3,352 | +6 | +0.18% | $3,083,069 |
| VANGUARD VALUE ETF | VTV | Other | 0.68% | 14,622 | +1,270 | +9.51% | $2,868,836 |
| WALMART INC COM | WMT | Consumer Defensive | 0.46% | 15,683 | +17 | +0.11% | $1,949,084 |
| JOHNSON & JOHNSON COM | JNJ | Healthcare | 0.44% | 7,583 | +10 | +0.13% | $1,853,589 |
| CINCINNATI FINL CORP COM | CINF | Financial Services | 0.37% | 9,969 | +7 | +0.07% | $1,568,622 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 0.36% | 5,191 | +1 | +0.02% | $1,526,985 |
| STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | SHM | Other | 0.35% | 31,119 | +299 | +0.97% | $1,488,422 |
| BERKSHIRE HATHAWAY INC DEL CL A | BRK-A | Financial Services | 0.34% | 2 | - | - | $1,436,280 |
| MICROSOFT CORP COM | MSFT | Technology | 0.34% | 3,830 | -7 | -0.18% | $1,417,792 |
| ISHARES NATIONAL MUNI BOND ETF | MUB | Other | 0.30% | 11,778 | - | - | $1,250,235 |
| VANGUARD MID-CAP ETF | VO | Other | 0.29% | 4,311 | - | - | $1,238,033 |
| JOHNSON CTLS INTL PLC SHS | JCI | Industrials | 0.25% | 8,126 | +4 | +0.05% | $1,064,100 |
| SCHWAB U.S. SMALL-CAP ETF | SCHA | Other | 0.24% | 34,948 | -295 | -0.84% | $1,016,301 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 0.24% | 1,534 | -2 | -0.13% | $997,489 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 0.23% | 4,626 | +46 | +1.00% | $963,497 |
| ABBVIE INC COM | ABBV | Healthcare | 0.21% | 4,024 | +3 | +0.07% | $875,274 |
| MCDONALDS CORP COM | MCD | Consumer Cyclical | 0.19% | 2,530 | -54 | -2.09% | $786,299 |
| ISHARES RUSSELL 1000 ETF | IWB | Other | 0.17% | 2,007 | - | - | $715,616 |
| ANALOG DEVICES INC COM | ADI | Technology | 0.17% | 2,219 | - | - | $705,953 |
| NVIDIA CORPORATION COM | NVDA | Technology | 0.17% | 4,009 | +103 | +2.64% | $699,174 |
| VANGUARD S&P 500 ETF | VOO | Other | 0.17% | 1,161 | +331 | +39.88% | $693,564 |
| GE AEROSPACE COM NEW | GE | Industrials | 0.15% | 2,209 | +2 | +0.09% | $626,848 |
| LINDE PLC SHS | LIN | Other | 0.15% | 1,231 | +2 | +0.16% | $610,281 |
| AFLAC INC COM | AFL | Financial Services | 0.14% | 5,450 | +3 | +0.06% | $597,920 |
| NEXTERA ENERGY INC COM | NEE | Utilities | 0.14% | 6,419 | +4 | +0.06% | $596,197 |
| TJX COS INC NEW COM | TJX | Consumer Cyclical | 0.14% | 3,601 | +6 | +0.17% | $575,080 |
| L3HARRIS TECHNOLOGIES INC COM | LHX | Industrials | 0.13% | 1,638 | +2 | +0.12% | $565,356 |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | VYM | Other | 0.13% | 3,677 | - | - | $544,564 |
| META PLATFORMS INC CL A | META | Communication Services | 0.13% | 946 | +66 | +7.50% | $541,235 |
| CATERPILLAR INC COM | CAT | Industrials | 0.13% | 750 | +3 | +0.40% | $531,345 |
| NORFOLK SOUTHN CORP COM | NSC | Industrials | 0.13% | 1,846 | +2 | +0.11% | $529,802 |
| VANGUARD SHORT-TERM BOND ETF | BSV | Other | 0.12% | 6,658 | - | - | $522,054 |
| VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | VTES | Other | 0.12% | 4,896 | +1,155 | +30.87% | $495,181 |
| WW GRAINGER INC COM | GWW | Industrials | 0.12% | 451 | - | - | $491,955 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 0.11% | 1,663 | +15 | +0.91% | $477,048 |
| EXXON MOBIL CORP COM | XOM | Energy | 0.11% | 2,794 | +21 | +0.76% | $474,030 |
| INVESCO QQQ TRUST SERIES I | QQQ | Other | 0.11% | 812 | - | - | $468,828 |
| CHEVRON CORPORATION COM | CVX | Energy | 0.11% | 2,231 | +2 | +0.09% | $461,594 |
| GE VERNOVA INC COM | GEV | Utilities | 0.11% | 521 | +1 | +0.19% | $454,781 |
| CONSOLIDATED EDISON INC COM | ED | Utilities | 0.11% | 4,013 | +3 | +0.07% | $454,191 |
| RTX CORPORATION COM | RTX | Industrials | 0.10% | 2,266 | +3 | +0.13% | $437,111 |
| ILLINOIS TOOL WKS INC COM | ITW | Industrials | 0.10% | 1,618 | +4 | +0.25% | $421,168 |
| ELEVANCE HEALTH INC FORMERLY A COM | ELV | Healthcare | 0.09% | 1,348 | +2 | +0.15% | $394,627 |
| PROCTER & GAMBLE CO COM | PG | Consumer Defensive | 0.09% | 2,720 | -147 | -5.13% | $392,877 |
| EMERSON ELEC CO COM | EMR | Industrials | 0.09% | 2,993 | +1 | +0.03% | $392,143 |
| MORGAN STANLEY COM NEW | MS | Financial Services | 0.09% | 2,329 | +6 | +0.26% | $383,284 |
| GENERAL DYNAMICS CORP COM | GD | Industrials | 0.09% | 1,114 | +1 | +0.09% | $382,347 |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | VXUS | Other | 0.09% | 4,947 | - | - | $381,463 |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | Other | 0.09% | 15,323 | -310 | -1.98% | $379,256 |
| ISHARES GOLD TRUST | IAU | Other | 0.09% | 4,237 | - | - | $373,534 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 0.09% | 550 | - | - | $359,266 |
| PEPSICO INC COM | PEP | Consumer Defensive | 0.09% | 2,310 | +7 | +0.30% | $358,720 |
| BLACKROCK INC COM | BLK | Other | 0.09% | 373 | +1 | +0.27% | $358,718 |
| VANGUARD SHORT-TERM TREASURY ETF | VGSH | Other | 0.08% | 5,977 | - | - | $349,894 |
| DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF | DFCA | Other | 0.08% | 6,966 | - | - | $347,255 |
| AUTOMATIC DATA PROCESSING INC COM | ADP | Technology | 0.08% | 1,687 | -1 | -0.06% | $342,765 |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | Other | 0.08% | 3,217 | +496 | +18.23% | $342,611 |
| STRYKER CORPORATION COM | SYK | Healthcare | 0.08% | 1,034 | - | - | $339,762 |
| LOWES COS INC COM | LOW | Consumer Cyclical | 0.08% | 1,435 | +1 | +0.07% | $339,062 |
| VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF | VTEC | Other | 0.08% | 3,415 | +305 | +9.81% | $338,358 |
| AIR PRODUCTS AND CHEMICALS INC COM | APD | Basic Materials | 0.08% | 1,145 | -12 | -1.04% | $332,611 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | XLK | Other | 0.08% | 2,466 | - | - | $327,731 |
| VANGUARD SMALL-CAP GROWTH ETF | VBK | Other | 0.08% | 1,072 | - | - | $324,012 |
| PAYCHEX INC COM | PAYX | Technology | 0.08% | 3,440 | -1 | -0.03% | $316,893 |
| ISHARES MSCI EAFE GROWTH ETF | EFG | Other | 0.07% | 2,777 | -10 | -0.36% | $309,274 |
| SYSCO CORP COM | SYY | Consumer Defensive | 0.07% | 4,289 | +2 | +0.05% | $305,934 |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | Other | 0.07% | 1,579 | - | - | $302,868 |
| WEC ENERGY GROUP INC COM | WEC | Utilities | 0.07% | 2,610 | +2 | +0.08% | $302,160 |
| OLD NATL BANCORP IND COM | ONB | Financial Services | 0.07% | 13,522 | +4 | +0.03% | $298,836 |
| ISHARES U.S. EQUITY FACTOR ETF | LRGF | Other | 0.07% | 4,480 | - | - | $295,680 |
| BP PLC SPONSORED ADR | BP | Energy | 0.07% | 6,264 | - | - | $294,408 |
| VANGUARD INFORMATION TECHNOLOGY ETF | VGT | Other | 0.07% | 420 | - | - | $292,782 |
| VISA INC COM CL A | V | Financial Services | 0.07% | 966 | +8 | +0.84% | $291,964 |
| ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | ESML | Other | 0.07% | 6,188 | - | - | $290,960 |
| ISHARES S&P 500 GROWTH ETF | IVW | Other | 0.07% | 2,552 | - | - | $288,657 |