HW

Hurlow Wealth Management Group, Inc.

13F
Hurlow Wealth Management Group, Inc.
Last update 2025-05-08 120 Stocks (5 new)
Value $320.00 Mil Turnover 3 %
Countries:
Top Holdings: VV(11.52%)DFUS(9.01%)VEA(6.85%)VB(5.78%)DFAS(5.68%)
Summary Stock Picks Current Portfolio
Hurlow Wealth Management Group... Top Holdings of 2025-03-31 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
143,407
36,859.9
+3.22%
11.520
+0.36%
0.100
+24.03%
+6.89%
40,086.6
 
DFUS
Dimensional U.S. Equity Market ETF
476,715
28,831.7
-0.62%
9.010
-0.06%
0.210
+23.95%
+6.31%
15,632.9
 
VEA
Vanguard FTSE Developed Markets ETF
431,077
21,911.6
+0.50%
6.850
+0.03%
0.020
+24.12%
+19.66%
156,310.6
 
VB
Vanguard Small Cap ETF
83,340
18,480.6
+3.18%
5.780
+0.18%
0.030
+21.34%
+0.89%
60,432.7
 
DFAS
Dimensional U.S. Small Cap ETF
304,296
18,181.7
+6.14%
5.680
+0.33%
0.190
+21.61%
+0.33%
10,415.4
 
VNQ
Vanguard Real Estate Index Fund ETF
159,703
14,459.5
+4.81%
4.520
+0.21%
0.040
+9.92%
+2.21%
33,109.3
 
VUG
Vanguard Growth ETF
32,857
12,184.0
-0.36%
3.810
-0.02%
0.010
+31.34%
+7.15%
163,393.2
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
118,267
9,669.5
+1.93%
3.020
+0.06%
0.020
+3.17%
+4.77%
53,060.4
 
VWO
Vanguard FTSE Emerging Markets ETF
203,906
9,228.8
-0.13%
2.880
0%
0.010
+22.61%
+12.68%
84,357.9
 
MSFT
Microsoft Corp
23,987
9,004.5
-0.08%
2.810
0%
0.000
+39.34%
+18.54%
3,699,325.7
Software

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
VV
Vanguard Large Cap ETF
2025-03-31
Add
Add
+0.36%
●
253.32 ($270.87) 282.66
$286.45
5.75%
Add 3.22%
143,407
4,474
DFAS
Dimensional U.S. Small Cap ETF
2025-03-31
Add
Add
+0.33%
●
58.81 ($64.31) 68.2
$64.98
1.04%
Add 6.14%
304,296
17,611
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
2025-03-31
Add
Add
+0.25%
●
25.54 ($27.31) 28.8
$30.86
13.00%
Add 10.17%
307,662
28,401
VNQ
Vanguard Real Estate Index Fund ETF
2025-03-31
Add
Add
+0.21%
●
85.55 ($90.76) 94.34
$89.25
-1.66%
Add 4.81%
159,703
7,336
BRK.A
Berkshire Hathaway Inc
2025-03-31
Reduce
Reduce
-0.21%
●
663000 ($729331) 801950
$716,415.00
-1.77%
Reduce -33.33%
2
-1
VB
Vanguard Small Cap ETF
2025-03-31
Add
Add
+0.18%
●
217.89 ($238.81) 252.64
$240.64
0.77%
Add 3.18%
83,340
2,568
SCHX
Schwab U.S. Large-Cap ETF
2025-03-31
Add
Add
+0.15%
●
21.75 ($23.28) 24.28
$24.59
5.63%
Add 26.84%
99,456
21,047
CVX
Chevron Corp
2025-03-31
New Buy
New Buy
+0.14%
●
146.71 ($156.54) 167.97
$147.40
-5.84%
New holding
2,683
2,683
VIG
Vanguard Dividend Appreciation FTF
2025-03-31
Reduce
Reduce
-0.12%
●
190.34 ($198.85) 205.23
$206.49
3.84%
Reduce -5.92%
32,334
-2,036
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-0.12%
●
468.34 ($508.07) 539.52
$552.03
8.65%
Reduce -37.87%
1,229
-749

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

  • 1

Hurlow Wealth Management Group, Inc.'s Hypothetical Growth since 2025-03-31

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

Discussions on Hurlow Wealth Management Group, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.