Filed: 7/12/2023ACC: 0001085146-23-002659
📋 What this filing means
HURLOW WEALTH MANAGEMENT GROUP, INC. filed this quarterly 13F‑HR report disclosing 108 equity positions with a total reported market value of $233.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
108
Positions
$233.96M
Total AUM (reported)
3.12M
Total Shares
Allocation by class
COM$41.86M17.9%
LARGE CAP ETF$26.60M11.4%
US EQUITY ETF$21.50M9.2%
VAN FTSE DEV MKT$17.19M7.3%
SMALL CP ETF$15.53M6.6%
US SMALL CAP ETF$11.52M4.9%
REAL ESTATE ETF$10.28M4.4%
Portfolio Concentration
Top 3$65.29M27.9%
4–10$69.92M29.9%
11–25$55.90M23.9%
Rest$42.85M18.3%
Top 3 weight
27.9%
Top 10 weight
57.8%
Voting Authority Distribution
Total shares with voting rights: 3.12M
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
3.12M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole108
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings108
Rows:
VANGUARD INDEX FDS
SOLEShares131.24K
TypeSH
Market value$26.60M
11.37%
Sole
0.00
Shared
0.00
None
131.24K
DIMENSIONAL ETF TRUST
SOLEShares446.43K
TypeSH
Market value$21.50M
9.19%
Sole
0.00
Shared
0.00
None
446.43K
VANGUARD TAX-MANAGED FDS
SOLEShares372.19K
TypeSH
Market value$17.19M
7.35%
Sole
0.00
Shared
0.00
None
372.19K
VANGUARD INDEX FDS
SOLEShares78.09K
TypeSH
Market value$15.53M
6.64%
Sole
0.00
Shared
0.00
None
78.09K
DIMENSIONAL ETF TRUST
SOLEShares210.22K
TypeSH
Market value$11.52M
4.92%
Sole
0.00
Shared
0.00
None
210.22K
VANGUARD INDEX FDS
SOLEShares123.01K
TypeSH
Market value$10.28M
4.39%
Sole
0.00
Shared
0.00
None
123.01K
VANGUARD INDEX FDS
SOLEShares35.46K
TypeSH
Market value$10.03M
4.29%
Sole
0.00
Shared
0.00
None
35.46K
MICROSOFT CORP
SOLEShares26.27K
TypeSH
Market value$8.95M
3.82%
Sole
0.00
Shared
0.00
None
26.27K
VANGUARD INTL EQUITY INDEX F
SOLEShares170.80K
TypeSH
Market value$6.95M
2.97%
Sole
0.00
Shared
0.00
None
170.80K
VANGUARD WHITEHALL FDS
SOLEShares106.95K
TypeSH
Market value$6.66M
2.85%
Sole
0.00
Shared
0.00
None
106.95K
DIMENSIONAL ETF TRUST
SOLEShares278.36K
TypeSH
Market value$6.49M
2.77%
Sole
0.00
Shared
0.00
None
278.36K
VANGUARD SPECIALIZED FUNDS
SOLEShares38.12K
TypeSH
Market value$6.19M
2.65%
Sole
0.00
Shared
0.00
None
38.12K
DIMENSIONAL ETF TRUST
SOLEShares216.42K
TypeSH
Market value$5.91M
2.53%
Sole
0.00
Shared
0.00
None
216.42K
VANGUARD SCOTTSDALE FDS
SOLEShares62.06K
TypeSH
Market value$4.90M
2.10%
Sole
0.00
Shared
0.00
None
62.06K
VANGUARD INDEX FDS
SOLEShares20.48K
TypeSH
Market value$4.51M
1.93%
Sole
0.00
Shared
0.00
None
20.48K
VANGUARD MUN BD FDS
SOLEShares81.67K
TypeSH
Market value$4.10M
1.75%
Sole
0.00
Shared
0.00
None
81.67K
VANGUARD SCOTTSDALE FDS
SOLEShares48.29K
TypeSH
Market value$3.65M
1.56%
Sole
0.00
Shared
0.00
None
48.29K
APPLE INC
SOLEShares17.91K
TypeSH
Market value$3.47M
1.48%
Sole
0.00
Shared
0.00
None
17.91K
VANGUARD BD INDEX FDS
SOLEShares36.64K
TypeSH
Market value$2.76M
1.18%
Sole
0.00
Shared
0.00
None
36.64K
LILLY ELI & CO
SOLEShares5.79K
TypeSH
Market value$2.71M
1.16%
Sole
0.00
Shared
0.00
None
5.79K
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.43K
TypeSH
Market value$2.53M
1.08%
Sole
0.00
Shared
0.00
None
7.43K
VANGUARD INDEX FDS
SOLEShares17.57K
TypeSH
Market value$2.50M
1.07%
Sole
0.00
Shared
0.00
None
17.57K
VANGUARD MALVERN FDS
SOLEShares46.81K
TypeSH
Market value$2.22M
0.95%
Sole
0.00
Shared
0.00
None
46.81K
ISHARES TR
SOLEShares29.02K
TypeSH
Market value$2.18M
0.93%
Sole
0.00
Shared
0.00
None
29.02K
JOHNSON & JOHNSON
SOLEShares10.69K
TypeSH
Market value$1.77M
0.76%
Sole
0.00
Shared
0.00
None
10.69K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 131.24K | SH | $26.60M 11.37% | 0.00 | 0.00 | 131.24K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY ETF | 446.43K | SH | $21.50M 9.19% | 0.00 | 0.00 | 446.43K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 372.19K | SH | $17.19M 7.35% | 0.00 | 0.00 | 372.19K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 78.09K | SH | $15.53M 6.64% | 0.00 | 0.00 | 78.09K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 210.22K | SH | $11.52M 4.92% | 0.00 | 0.00 | 210.22K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 123.01K | SH | $10.28M 4.39% | 0.00 | 0.00 | 123.01K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 35.46K | SH | $10.03M 4.29% | 0.00 | 0.00 | 35.46K |
MICROSOFT CORPSOLE | COM | 26.27K | SH | $8.95M 3.82% | 0.00 | 0.00 | 26.27K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 170.80K | SH | $6.95M 2.97% | 0.00 | 0.00 | 170.80K |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 106.95K | SH | $6.66M 2.85% | 0.00 | 0.00 | 106.95K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 278.36K | SH | $6.49M 2.77% | 0.00 | 0.00 | 278.36K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 38.12K | SH | $6.19M 2.65% | 0.00 | 0.00 | 38.12K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 216.42K | SH | $5.91M 2.53% | 0.00 | 0.00 | 216.42K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 62.06K | SH | $4.90M 2.10% | 0.00 | 0.00 | 62.06K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 20.48K | SH | $4.51M 1.93% | 0.00 | 0.00 | 20.48K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 81.67K | SH | $4.10M 1.75% | 0.00 | 0.00 | 81.67K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 48.29K | SH | $3.65M 1.56% | 0.00 | 0.00 | 48.29K |
APPLE INCSOLE | COM | 17.91K | SH | $3.47M 1.48% | 0.00 | 0.00 | 17.91K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 36.64K | SH | $2.76M 1.18% | 0.00 | 0.00 | 36.64K |
LILLY ELI & COSOLE | COM | 5.79K | SH | $2.71M 1.16% | 0.00 | 0.00 | 5.79K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.43K | SH | $2.53M 1.08% | 0.00 | 0.00 | 7.43K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 17.57K | SH | $2.50M 1.07% | 0.00 | 0.00 | 17.57K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 46.81K | SH | $2.22M 0.95% | 0.00 | 0.00 | 46.81K |
ISHARES TRSOLE | IBOXX HI YD ETF | 29.02K | SH | $2.18M 0.93% | 0.00 | 0.00 | 29.02K |
JOHNSON & JOHNSONSOLE | COM | 10.69K | SH | $1.77M 0.76% | 0.00 | 0.00 | 10.69K |
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