Filed: 4/11/2023ACC: 0001085146-23-001615
📋 What this filing means
HURLOW WEALTH MANAGEMENT GROUP, INC. filed this quarterly 13F‑HR report disclosing 102 equity positions with a total reported market value of $216.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
102
Positions
$216.24M
Total AUM (reported)
2.97M
Total Shares
Allocation by class
COM$39.16M18.1%
LARGE CAP ETF$24.31M11.2%
US EQUITY ETF$19.62M9.1%
VAN FTSE DEV MKT$16.53M7.6%
SMALL CP ETF$14.20M6.6%
US SMALL CAP ETF$10.59M4.9%
REAL ESTATE ETF$9.38M4.3%
Portfolio Concentration
Top 3$60.46M28.0%
4–10$63.40M29.3%
11–25$52.19M24.1%
Rest$40.18M18.6%
Top 3 weight
28.0%
Top 10 weight
57.3%
Voting Authority Distribution
Total shares with voting rights: 2.97M
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
2.97M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole102
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings102
Rows:
VANGUARD INDEX FDS
SOLEShares130.15K
TypeSH
Market value$24.31M
11.24%
Sole
0.00
Shared
0.00
None
130.15K
DIMENSIONAL ETF TRUST
SOLEShares441.57K
TypeSH
Market value$19.62M
9.07%
Sole
0.00
Shared
0.00
None
441.57K
VANGUARD TAX-MANAGED FDS
SOLEShares366.03K
TypeSH
Market value$16.53M
7.65%
Sole
0.00
Shared
0.00
None
366.03K
VANGUARD INDEX FDS
SOLEShares74.93K
TypeSH
Market value$14.20M
6.57%
Sole
0.00
Shared
0.00
None
74.93K
DIMENSIONAL ETF TRUST
SOLEShares201K
TypeSH
Market value$10.59M
4.90%
Sole
0.00
Shared
0.00
None
201K
VANGUARD INDEX FDS
SOLEShares112.90K
TypeSH
Market value$9.38M
4.34%
Sole
0.00
Shared
0.00
None
112.90K
VANGUARD INDEX FDS
SOLEShares35.29K
TypeSH
Market value$8.80M
4.07%
Sole
0.00
Shared
0.00
None
35.29K
MICROSOFT CORP
SOLEShares26.26K
TypeSH
Market value$7.57M
3.50%
Sole
0.00
Shared
0.00
None
26.26K
VANGUARD WHITEHALL FDS
SOLEShares103.85K
TypeSH
Market value$6.47M
2.99%
Sole
0.00
Shared
0.00
None
103.85K
DIMENSIONAL ETF TRUST
SOLEShares276.87K
TypeSH
Market value$6.38M
2.95%
Sole
0.00
Shared
0.00
None
276.87K
VANGUARD INTL EQUITY INDEX F
SOLEShares156.81K
TypeSH
Market value$6.33M
2.93%
Sole
0.00
Shared
0.00
None
156.81K
DIMENSIONAL ETF TRUST
SOLEShares207.44K
TypeSH
Market value$5.59M
2.58%
Sole
0.00
Shared
0.00
None
207.44K
VANGUARD SPECIALIZED FUNDS
SOLEShares36.16K
TypeSH
Market value$5.57M
2.58%
Sole
0.00
Shared
0.00
None
36.16K
VANGUARD SCOTTSDALE FDS
SOLEShares59.79K
TypeSH
Market value$4.80M
2.22%
Sole
0.00
Shared
0.00
None
59.79K
VANGUARD INDEX FDS
SOLEShares20.50K
TypeSH
Market value$4.18M
1.94%
Sole
0.00
Shared
0.00
None
20.50K
VANGUARD MUN BD FDS
SOLEShares81.12K
TypeSH
Market value$4.11M
1.90%
Sole
0.00
Shared
0.00
None
81.12K
VANGUARD SCOTTSDALE FDS
SOLEShares43.67K
TypeSH
Market value$3.33M
1.54%
Sole
0.00
Shared
0.00
None
43.67K
APPLE INC
SOLEShares18.06K
TypeSH
Market value$2.98M
1.38%
Sole
0.00
Shared
0.00
None
18.06K
VANGUARD BD INDEX FDS
SOLEShares36.85K
TypeSH
Market value$2.83M
1.31%
Sole
0.00
Shared
0.00
None
36.85K
VANGUARD INDEX FDS
SOLEShares17.69K
TypeSH
Market value$2.44M
1.13%
Sole
0.00
Shared
0.00
None
17.69K
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.43K
TypeSH
Market value$2.29M
1.06%
Sole
0.00
Shared
0.00
None
7.43K
VANGUARD MALVERN FDS
SOLEShares44.52K
TypeSH
Market value$2.13M
0.98%
Sole
0.00
Shared
0.00
None
44.52K
LILLY ELI & CO
SOLEShares5.78K
TypeSH
Market value$1.98M
0.92%
Sole
0.00
Shared
0.00
None
5.78K
ISHARES TR
SOLEShares26.02K
TypeSH
Market value$1.97M
0.91%
Sole
0.00
Shared
0.00
None
26.02K
JOHNSON & JOHNSON
SOLEShares10.70K
TypeSH
Market value$1.66M
0.77%
Sole
0.00
Shared
0.00
None
10.70K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 130.15K | SH | $24.31M 11.24% | 0.00 | 0.00 | 130.15K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY ETF | 441.57K | SH | $19.62M 9.07% | 0.00 | 0.00 | 441.57K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 366.03K | SH | $16.53M 7.65% | 0.00 | 0.00 | 366.03K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 74.93K | SH | $14.20M 6.57% | 0.00 | 0.00 | 74.93K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 201K | SH | $10.59M 4.90% | 0.00 | 0.00 | 201K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 112.90K | SH | $9.38M 4.34% | 0.00 | 0.00 | 112.90K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 35.29K | SH | $8.80M 4.07% | 0.00 | 0.00 | 35.29K |
MICROSOFT CORPSOLE | COM | 26.26K | SH | $7.57M 3.50% | 0.00 | 0.00 | 26.26K |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 103.85K | SH | $6.47M 2.99% | 0.00 | 0.00 | 103.85K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 276.87K | SH | $6.38M 2.95% | 0.00 | 0.00 | 276.87K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 156.81K | SH | $6.33M 2.93% | 0.00 | 0.00 | 156.81K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 207.44K | SH | $5.59M 2.58% | 0.00 | 0.00 | 207.44K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 36.16K | SH | $5.57M 2.58% | 0.00 | 0.00 | 36.16K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 59.79K | SH | $4.80M 2.22% | 0.00 | 0.00 | 59.79K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 20.50K | SH | $4.18M 1.94% | 0.00 | 0.00 | 20.50K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 81.12K | SH | $4.11M 1.90% | 0.00 | 0.00 | 81.12K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 43.67K | SH | $3.33M 1.54% | 0.00 | 0.00 | 43.67K |
APPLE INCSOLE | COM | 18.06K | SH | $2.98M 1.38% | 0.00 | 0.00 | 18.06K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 36.85K | SH | $2.83M 1.31% | 0.00 | 0.00 | 36.85K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 17.69K | SH | $2.44M 1.13% | 0.00 | 0.00 | 17.69K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.43K | SH | $2.29M 1.06% | 0.00 | 0.00 | 7.43K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 44.52K | SH | $2.13M 0.98% | 0.00 | 0.00 | 44.52K |
LILLY ELI & COSOLE | COM | 5.78K | SH | $1.98M 0.92% | 0.00 | 0.00 | 5.78K |
ISHARES TRSOLE | IBOXX HI YD ETF | 26.02K | SH | $1.97M 0.91% | 0.00 | 0.00 | 26.02K |
JOHNSON & JOHNSONSOLE | COM | 10.70K | SH | $1.66M 0.77% | 0.00 | 0.00 | 10.70K |
Page 1 of 5
…