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
+5.35%
+2.94%
38,885.1
 
DFUS 		Dimensional U.S. Equity Market ETF
476,715
28,831.7
-0.62%
9.010
-0.06%
0.210
+5.14%
+2.22%
14,788.5
 
VEA 		Vanguard FTSE Developed Markets ETF
431,077
21,911.6
+0.50%
6.850
+0.03%
0.020
+8.67%
+18.24%
152,665.0
 
VB 		Vanguard Small Cap ETF
83,340
18,480.6
+3.18%
5.780
+0.18%
0.030
+2.99%
-2.68%
58,555.2
 
DFAS 		Dimensional U.S. Small Cap ETF
304,296
18,181.7
+6.14%
5.680
+0.33%
0.190
+2.74%
-3.57%
9,980.7
 
VNQ 		Vanguard Real Estate Index Fund ETF
159,703
14,459.5
+4.81%
4.520
+0.21%
0.040
-1.17%
+1.92%
33,409.5
 
VUG 		Vanguard Growth ETF
32,857
12,184.0
-0.36%
3.810
-0.02%
0.010
+8.94%
+2.95%
153,592.3
 
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF
118,267
9,669.5
+1.93%
3.020
+0.06%
0.020
+0.71%
+2.90%
51,805.0
 
VWO 		Vanguard FTSE Emerging Markets ETF
203,906
9,228.8
-0.13%
2.880
0%
0.010
+5.50%
+9.65%
84,175.7
 
MSFT 		Microsoft Corp
23,987
9,004.5
-0.08%
2.810
0%
0.000
+18.73%
+12.03%
3,496,120.0
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 ETF2025-03-31Add
+0.36%
●
253.32 ($270.87) 282.66
$276.69
2.15%
Add 3.22%
143,407
4,474
DFAS 		Dimensional U.S. Small Cap ETF2025-03-31Add
+0.33%
●
58.81 ($64.31) 68.2
$62.62
-2.63%
Add 6.14%
304,296
17,611
DFIC 		Dimensional International Core Equity 2 ETF2025-03-31Add
+0.25%
●
25.54 ($27.31) 28.8
$30.81
12.82%
Add 10.17%
307,662
28,401
VNQ 		Vanguard Real Estate Index Fund ETF2025-03-31Add
+0.21%
●
85.55 ($90.76) 94.34
$89.87
-0.98%
Add 4.81%
159,703
7,336
BRK.A 		Berkshire Hathaway Inc2025-03-31Reduce
-0.21%
●
663000 ($729331) 801950
$740,395.50
1.52%
Reduce -33.33%
2
-1
VB 		Vanguard Small Cap ETF2025-03-31Add
+0.18%
●
217.89 ($238.81) 252.64
$232.89
-2.48%
Add 3.18%
83,340
2,568
SCHX 		Schwab U.S. Large-Cap ETF2025-03-31Add
+0.15%
●
21.75 ($23.28) 24.28
$23.73
1.93%
Add 26.84%
99,456
21,047
CVX 		Chevron Corp2025-03-31New Buy
+0.14%
●
146.71 ($156.54) 167.97
$140.21
-10.43%
New holding
2,683
2,683
VIG 		Vanguard Dividend Appreciation FTF2025-03-31Reduce
-0.12%
●
190.34 ($198.85) 205.23
$200.45
0.80%
Reduce -5.92%
32,334
-2,036
QQQ 		INVESCO QQQ Trust2025-03-31Reduce
-0.12%
●
468.34 ($508.07) 539.52
$529.92
4.30%
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

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