Filed: 1/19/2023ACC: 0001085146-23-000203
📋 What this filing means
HURLOW WEALTH MANAGEMENT GROUP, INC. filed this quarterly 13F‑HR report disclosing 96 equity positions with a total reported market value of $192.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
96
Positions
$192.07M
Total AUM (reported)
2.73M
Total Shares
Allocation by class
COM$37.66M19.6%
LARGE CAP ETF$20.46M10.7%
US EQUITY ETF$16.34M8.5%
VAN FTSE DEV MKT$14.05M7.3%
SMALL CP ETF$12.93M6.7%
US SMALL CAP ETF$9.10M4.7%
REAL ESTATE ETF$8.33M4.3%
Portfolio Concentration
Top 3$50.85M26.5%
4–10$55.91M29.1%
11–25$46.68M24.3%
Rest$38.64M20.1%
Top 3 weight
26.5%
Top 10 weight
55.6%
Voting Authority Distribution
Total shares with voting rights: 2.73M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.73M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole96
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings96
Rows:
VANGUARD INDEX FDS
SOLEShares117.46K
TypeSH
Market value$20.46M
10.65%
Sole
0.00
Shared
0.00
None
117.46K
DIMENSIONAL ETF TRUST
SOLEShares392.67K
TypeSH
Market value$16.34M
8.51%
Sole
0.00
Shared
0.00
None
392.67K
VANGUARD TAX-MANAGED FDS
SOLEShares334.71K
TypeSH
Market value$14.05M
7.31%
Sole
0.00
Shared
0.00
None
334.71K
VANGUARD INDEX FDS
SOLEShares70.46K
TypeSH
Market value$12.93M
6.73%
Sole
0.00
Shared
0.00
None
70.46K
DIMENSIONAL ETF TRUST
SOLEShares177.89K
TypeSH
Market value$9.10M
4.74%
Sole
0.00
Shared
0.00
None
177.89K
VANGUARD INDEX FDS
SOLEShares101.05K
TypeSH
Market value$8.33M
4.34%
Sole
0.00
Shared
0.00
None
101.05K
VANGUARD INDEX FDS
SOLEShares35.32K
TypeSH
Market value$7.53M
3.92%
Sole
0.00
Shared
0.00
None
35.32K
MICROSOFT CORP
SOLEShares26.25K
TypeSH
Market value$6.30M
3.28%
Sole
0.00
Shared
0.00
None
26.25K
DIMENSIONAL ETF TRUST
SOLEShares276.21K
TypeSH
Market value$5.97M
3.11%
Sole
0.00
Shared
0.00
None
276.21K
VANGUARD WHITEHALL FDS
SOLEShares94.32K
TypeSH
Market value$5.75M
2.99%
Sole
0.00
Shared
0.00
None
94.32K
VANGUARD INTL EQUITY INDEX F
SOLEShares138.14K
TypeSH
Market value$5.38M
2.80%
Sole
0.00
Shared
0.00
None
138.14K
VANGUARD SPECIALIZED FUNDS
SOLEShares30.89K
TypeSH
Market value$4.69M
2.44%
Sole
0.00
Shared
0.00
None
30.89K
VANGUARD SCOTTSDALE FDS
SOLEShares57.07K
TypeSH
Market value$4.42M
2.30%
Sole
0.00
Shared
0.00
None
57.07K
DIMENSIONAL ETF TRUST
SOLEShares166.79K
TypeSH
Market value$4.17M
2.17%
Sole
0.00
Shared
0.00
None
166.79K
VANGUARD INDEX FDS
SOLEShares20.49K
TypeSH
Market value$3.92M
2.04%
Sole
0.00
Shared
0.00
None
20.49K
VANGUARD MUN BD FDS
SOLEShares74.87K
TypeSH
Market value$3.71M
1.93%
Sole
0.00
Shared
0.00
None
74.87K
VANGUARD SCOTTSDALE FDS
SOLEShares41.24K
TypeSH
Market value$3.10M
1.61%
Sole
0.00
Shared
0.00
None
41.24K
VANGUARD BD INDEX FDS
SOLEShares33.87K
TypeSH
Market value$2.52M
1.31%
Sole
0.00
Shared
0.00
None
33.87K
VANGUARD INDEX FDS
SOLEShares17.57K
TypeSH
Market value$2.47M
1.28%
Sole
0.00
Shared
0.00
None
17.57K
APPLE INC
SOLEShares18.03K
TypeSH
Market value$2.34M
1.22%
Sole
0.00
Shared
0.00
None
18.03K
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.46K
TypeSH
Market value$2.30M
1.20%
Sole
0.00
Shared
0.00
None
7.46K
LILLY ELI & CO
SOLEShares5.79K
TypeSH
Market value$2.12M
1.10%
Sole
0.00
Shared
0.00
None
5.79K
JOHNSON & JOHNSON
SOLEShares10.72K
TypeSH
Market value$1.89M
0.99%
Sole
0.00
Shared
0.00
None
10.72K
VANGUARD MALVERN FDS
SOLEShares39.50K
TypeSH
Market value$1.85M
0.96%
Sole
0.00
Shared
0.00
None
39.50K
ISHARES TR
SOLEShares24.41K
TypeSH
Market value$1.80M
0.94%
Sole
0.00
Shared
0.00
None
24.41K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 117.46K | SH | $20.46M 10.65% | 0.00 | 0.00 | 117.46K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY ETF | 392.67K | SH | $16.34M 8.51% | 0.00 | 0.00 | 392.67K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 334.71K | SH | $14.05M 7.31% | 0.00 | 0.00 | 334.71K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 70.46K | SH | $12.93M 6.73% | 0.00 | 0.00 | 70.46K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 177.89K | SH | $9.10M 4.74% | 0.00 | 0.00 | 177.89K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 101.05K | SH | $8.33M 4.34% | 0.00 | 0.00 | 101.05K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 35.32K | SH | $7.53M 3.92% | 0.00 | 0.00 | 35.32K |
MICROSOFT CORPSOLE | COM | 26.25K | SH | $6.30M 3.28% | 0.00 | 0.00 | 26.25K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 276.21K | SH | $5.97M 3.11% | 0.00 | 0.00 | 276.21K |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 94.32K | SH | $5.75M 2.99% | 0.00 | 0.00 | 94.32K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 138.14K | SH | $5.38M 2.80% | 0.00 | 0.00 | 138.14K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 30.89K | SH | $4.69M 2.44% | 0.00 | 0.00 | 30.89K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 57.07K | SH | $4.42M 2.30% | 0.00 | 0.00 | 57.07K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 166.79K | SH | $4.17M 2.17% | 0.00 | 0.00 | 166.79K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 20.49K | SH | $3.92M 2.04% | 0.00 | 0.00 | 20.49K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 74.87K | SH | $3.71M 1.93% | 0.00 | 0.00 | 74.87K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 41.24K | SH | $3.10M 1.61% | 0.00 | 0.00 | 41.24K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 33.87K | SH | $2.52M 1.31% | 0.00 | 0.00 | 33.87K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 17.57K | SH | $2.47M 1.28% | 0.00 | 0.00 | 17.57K |
APPLE INCSOLE | COM | 18.03K | SH | $2.34M 1.22% | 0.00 | 0.00 | 18.03K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.46K | SH | $2.30M 1.20% | 0.00 | 0.00 | 7.46K |
LILLY ELI & COSOLE | COM | 5.79K | SH | $2.12M 1.10% | 0.00 | 0.00 | 5.79K |
JOHNSON & JOHNSONSOLE | COM | 10.72K | SH | $1.89M 0.99% | 0.00 | 0.00 | 10.72K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 39.50K | SH | $1.85M 0.96% | 0.00 | 0.00 | 39.50K |
ISHARES TRSOLE | IBOXX HI YD ETF | 24.41K | SH | $1.80M 0.94% | 0.00 | 0.00 | 24.41K |
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