HW

Hurlow Wealth Management Group, Inc.

13F
Hurlow Wealth Management Group, Inc.
Last update 2025-07-10 127 Stocks (11 new)
Value $354.00 Mil Turnover 5 %
Countries:
Top Holdings: VV(12.02%)DFUS(9.63%)VEA(6.91%)DFAS(6.03%)VB(5.60%)
Summary Stock Picks Current Portfolio
Hurlow Wealth Management Group... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VV
Vanguard Large Cap ETF
149,114
42,542.1
+3.98%
12.020
+0.46%
0.110
+17.19%
+6.66%
40,254.5
 
DFUS
Dimensional U.S. Equity Market ETF
508,591
34,085.7
+6.69%
9.630
+0.60%
0.220
+17.40%
+6.15%
15,686.2
 
VEA
Vanguard FTSE Developed Markets ETF
428,980
24,456.2
-0.49%
6.910
-0.03%
0.020
+15.10%
+18.93%
157,306.4
 
DFAS
Dimensional U.S. Small Cap ETF
335,322
21,363.4
+10.20%
6.030
+0.56%
0.210
+18.48%
+0.49%
10,482.7
 
VB
Vanguard Small Cap ETF
83,713
19,838.4
+0.45%
5.600
+0.02%
0.030
+17.72%
+0.84%
60,849.6
 
VUG
Vanguard Growth ETF
30,200
13,239.7
-8.09%
3.740
-0.31%
0.010
+22.61%
+7.60%
164,480.8
 
VNQ
Vanguard Real Estate Index Fund ETF
134,073
11,940.6
-16.05%
3.370
-0.73%
0.040
+7.33%
+0.76%
33,298.5
 
MSFT
Microsoft Corp
23,863
11,869.8
-0.52%
3.350
-0.01%
0.000
+29.81%
+19.87%
3,740,948.0
Software
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
359,284
11,170.1
+16.78%
3.160
+0.45%
0.120
+15.03%
+20.28%
9,656.6
 
VWO
Vanguard FTSE Emerging Markets ETF
210,864
10,429.3
+3.41%
2.950
+0.10%
0.010
+15.06%
+12.60%
84,631.0
 

Hurlow Wealth Management Group, Inc.'s Historical Top Holdings Breakdowns

Hurlow Wealth Management Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VNQ
Vanguard Real Estate Index Fund ETF
2025-06-30
Reduce
Reduce
-0.73%
●
79.79 ($88.23) 91.42
$89.76
1.73%
Reduce -16.05%
134,073
-25,630
DFUS
Dimensional U.S. Equity Market ETF
2025-06-30
Add
Add
+0.60%
●
53.65 ($61.9) 67.02
$67.67
9.32%
Add 6.69%
508,591
31,876
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2025-06-30
Add
Add
+0.57%
●
23.4 ($27.48) 29.68
$29.81
8.48%
Add 84.48%
148,270
67,898
DFAS
Dimensional U.S. Small Cap ETF
2025-06-30
Add
Add
+0.56%
●
52.31 ($59.95) 63.72
$65.40
9.09%
Add 10.2%
335,322
31,026
VV
Vanguard Large Cap ETF
2025-06-30
Add
Add
+0.46%
●
228.25 ($263.38) 285.3
$287.65
9.21%
Add 3.98%
149,114
5,707
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
2025-06-30
Add
Add
+0.45%
●
24.94 ($29.27) 31.15
$31.08
6.18%
Add 16.78%
359,284
51,622
BIV
Vanguard Intermediate-Term Bond ETF
2025-06-30
Add
Add
+0.32%
●
75.05 ($76.17) 77.34
$76.41
0.32%
Add 23.58%
75,767
14,457
VUG
Vanguard Growth ETF
2025-06-30
Reduce
Reduce
-0.31%
●
329.49 ($394.63) 438.4
$441.63
11.91%
Reduce -8.09%
30,200
-2,657
SCHX
Schwab U.S. Large-Cap ETF
2025-06-30
Add
Add
+0.24%
●
19.6 ($22.6) 24.44
$24.70
9.29%
Add 35.39%
134,651
35,195
SCHA
Schwab U.S. Small-Cap ETF
2025-06-30
Reduce
Reduce
-0.22%
●
20.42 ($23.64) 25.3
$25.93
9.69%
Reduce -43%
39,442
-29,756

Hurlow Wealth Management Group, Inc. Total Holding History ($B)

To

Hurlow Wealth Management Group, Inc.'s Asset Allocation

To

Hurlow Wealth Management Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Hurlow Wealth Management Group, Inc.'s Hypothetical Growth since 2025-06-30

Hurlow Wealth Management Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Hurlow Wealth Management Group, Inc.'s Holdings Heat Map

Size field:

Hurlow Wealth Management Group, Inc.'s Holdings Bubble Chart

Hurlow Wealth Management Group, Inc. News

  • 1

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