Filed: 10/13/2022ACC: 0001085146-22-003371
📋 What this filing means
HURLOW WEALTH MANAGEMENT GROUP, INC. filed this quarterly 13F‑HR report disclosing 94 equity positions with a total reported market value of $171.5K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
94
Positions
$171.5K
Total AUM (reported)
2.57M
Total Shares
Allocation by class
COM$34.4K20.1%
LARGE CAP ETF$19.2K11.2%
US EQUITY ETF$14.1K8.2%
VAN FTSE DEV MKT$12.0K7.0%
SMALL CP ETF$11.8K6.9%
US SMALL CAP ETF$8.0K4.6%
REAL ESTATE ETF$7.6K4.4%
Portfolio Concentration
Top 3$45.2K26.4%
4–10$51.2K29.8%
11–25$42.1K24.6%
Rest$33.0K19.2%
Top 3 weight
26.4%
Top 10 weight
56.2%
Voting Authority Distribution
Total shares with voting rights: 2.57M
Sole
Full voting authority
10.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.57M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole94
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings94
Rows:
VANGUARD INDEX FDS
SOLEShares117.26K
TypeSH
Market value$19.2K
11.18%
Sole
1.00
Shared
0.00
None
117.26K
DIMENSIONAL ETF TRUST
SOLEShares363.17K
TypeSH
Market value$14.1K
8.22%
Sole
1.00
Shared
0.00
None
363.16K
VANGUARD TAX-MANAGED FDS
SOLEShares328.90K
TypeSH
Market value$12.0K
6.97%
Sole
1.00
Shared
0.00
None
328.90K
VANGUARD INDEX FDS
SOLEShares69.23K
TypeSH
Market value$11.8K
6.90%
Sole
1.00
Shared
0.00
None
69.23K
DIMENSIONAL ETF TRUST
SOLEShares171.14K
TypeSH
Market value$8.0K
4.64%
Sole
0.00
Shared
0.00
None
171.14K
VANGUARD INDEX FDS
SOLEShares94.72K
TypeSH
Market value$7.6K
4.43%
Sole
0.00
Shared
0.00
None
94.72K
VANGUARD INDEX FDS
SOLEShares35.41K
TypeSH
Market value$7.6K
4.42%
Sole
0.00
Shared
0.00
None
35.41K
MICROSOFT CORP
SOLEShares26.08K
TypeSH
Market value$6.1K
3.54%
Sole
0.00
Shared
0.00
None
26.08K
VANGUARD WHITEHALL FDS
SOLEShares92.88K
TypeSH
Market value$5.3K
3.11%
Sole
0.00
Shared
0.00
None
92.88K
VANGUARD INTL EQUITY INDEX F
SOLEShares130.82K
TypeSH
Market value$4.8K
2.78%
Sole
1.00
Shared
0.00
None
130.82K
DIMENSIONAL ETF TRUST
SOLEShares238.12K
TypeSH
Market value$4.5K
2.62%
Sole
0.00
Shared
0.00
None
238.12K
VANGUARD SCOTTSDALE FDS
SOLEShares58.31K
TypeSH
Market value$4.4K
2.57%
Sole
0.00
Shared
0.00
None
58.31K
VANGUARD SPECIALIZED FUNDS
SOLEShares29.13K
TypeSH
Market value$3.9K
2.30%
Sole
0.00
Shared
0.00
None
29.13K
VANGUARD INDEX FDS
SOLEShares20.49K
TypeSH
Market value$3.7K
2.14%
Sole
0.00
Shared
0.00
None
20.49K
VANGUARD SCOTTSDALE FDS
SOLEShares48.49K
TypeSH
Market value$3.6K
2.10%
Sole
1.00
Shared
0.00
None
48.49K
DIMENSIONAL ETF TRUST
SOLEShares143.93K
TypeSH
Market value$3.1K
1.81%
Sole
0.00
Shared
0.00
None
143.93K
VANGUARD BD INDEX FDS
SOLEShares33.02K
TypeSH
Market value$2.4K
1.42%
Sole
0.00
Shared
0.00
None
33.02K
VANGUARD MUN BD FDS
SOLEShares50.22K
TypeSH
Market value$2.4K
1.41%
Sole
0.00
Shared
0.00
None
50.22K
APPLE INC
SOLEShares17.30K
TypeSH
Market value$2.4K
1.39%
Sole
1.00
Shared
0.00
None
17.30K
VANGUARD INDEX FDS
SOLEShares17.50K
TypeSH
Market value$2.2K
1.26%
Sole
0.00
Shared
0.00
None
17.50K
LILLY ELI & CO
SOLEShares6.67K
TypeSH
Market value$2.2K
1.26%
Sole
0.00
Shared
0.00
None
6.67K
VANGUARD MALVERN FDS
SOLEShares42.05K
TypeSH
Market value$2.0K
1.18%
Sole
0.00
Shared
0.00
None
42.05K
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.42K
TypeSH
Market value$2.0K
1.16%
Sole
0.00
Shared
0.00
None
7.42K
JOHNSON & JOHNSON
SOLEShares10.26K
TypeSH
Market value$1.7K
0.98%
Sole
0.00
Shared
0.00
None
10.26K
SCHWAB STRATEGIC TR
SOLEShares44.04K
TypeSH
Market value$1.7K
0.97%
Sole
0.00
Shared
0.00
None
44.04K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 117.26K | SH | $19.2K 11.18% | 1.00 | 0.00 | 117.26K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY ETF | 363.17K | SH | $14.1K 8.22% | 1.00 | 0.00 | 363.16K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 328.90K | SH | $12.0K 6.97% | 1.00 | 0.00 | 328.90K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 69.23K | SH | $11.8K 6.90% | 1.00 | 0.00 | 69.23K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 171.14K | SH | $8.0K 4.64% | 0.00 | 0.00 | 171.14K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 94.72K | SH | $7.6K 4.43% | 0.00 | 0.00 | 94.72K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 35.41K | SH | $7.6K 4.42% | 0.00 | 0.00 | 35.41K |
MICROSOFT CORPSOLE | COM | 26.08K | SH | $6.1K 3.54% | 0.00 | 0.00 | 26.08K |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 92.88K | SH | $5.3K 3.11% | 0.00 | 0.00 | 92.88K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 130.82K | SH | $4.8K 2.78% | 1.00 | 0.00 | 130.82K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 238.12K | SH | $4.5K 2.62% | 0.00 | 0.00 | 238.12K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 58.31K | SH | $4.4K 2.57% | 0.00 | 0.00 | 58.31K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 29.13K | SH | $3.9K 2.30% | 0.00 | 0.00 | 29.13K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 20.49K | SH | $3.7K 2.14% | 0.00 | 0.00 | 20.49K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 48.49K | SH | $3.6K 2.10% | 1.00 | 0.00 | 48.49K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 143.93K | SH | $3.1K 1.81% | 0.00 | 0.00 | 143.93K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 33.02K | SH | $2.4K 1.42% | 0.00 | 0.00 | 33.02K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 50.22K | SH | $2.4K 1.41% | 0.00 | 0.00 | 50.22K |
APPLE INCSOLE | COM | 17.30K | SH | $2.4K 1.39% | 1.00 | 0.00 | 17.30K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 17.50K | SH | $2.2K 1.26% | 0.00 | 0.00 | 17.50K |
LILLY ELI & COSOLE | COM | 6.67K | SH | $2.2K 1.26% | 0.00 | 0.00 | 6.67K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 42.05K | SH | $2.0K 1.18% | 0.00 | 0.00 | 42.05K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.42K | SH | $2.0K 1.16% | 0.00 | 0.00 | 7.42K |
JOHNSON & JOHNSONSOLE | COM | 10.26K | SH | $1.7K 0.98% | 0.00 | 0.00 | 10.26K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 44.04K | SH | $1.7K 0.97% | 0.00 | 0.00 | 44.04K |
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