Filed: 10/11/2023ACC: 0001085146-23-003647
📋 What this filing means
HURLOW WEALTH MANAGEMENT GROUP, INC. filed this quarterly 13F‑HR report disclosing 105 equity positions with a total reported market value of $229.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
105
Positions
$229.76M
Total AUM (reported)
3.20M
Total Shares
Allocation by class
COM$39.75M17.3%
LARGE CAP ETF$26.23M11.4%
US EQUITY ETF$21.19M9.2%
VAN FTSE DEV MKT$16.81M7.3%
SMALL CP ETF$14.95M6.5%
US SMALL CAP ETF$11.55M5.0%
REAL ESTATE ETF$9.75M4.2%
Portfolio Concentration
Top 3$64.23M28.0%
4–10$67.86M29.5%
11–25$56.62M24.6%
Rest$41.05M17.9%
Top 3 weight
28.0%
Top 10 weight
57.5%
Voting Authority Distribution
Total shares with voting rights: 3.20M
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
3.20M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole105
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings105
Rows:
VANGUARD INDEX FDS
SOLEShares134.04K
TypeSH
Market value$26.23M
11.42%
Sole
0.00
Shared
0.00
None
134.04K
DIMENSIONAL ETF TRUST
SOLEShares455.18K
TypeSH
Market value$21.19M
9.22%
Sole
0.00
Shared
0.00
None
455.18K
VANGUARD TAX-MANAGED FDS
SOLEShares384.51K
TypeSH
Market value$16.81M
7.32%
Sole
0.00
Shared
0.00
None
384.51K
VANGUARD INDEX FDS
SOLEShares79.08K
TypeSH
Market value$14.95M
6.51%
Sole
0.00
Shared
0.00
None
79.08K
DIMENSIONAL ETF TRUST
SOLEShares220.03K
TypeSH
Market value$11.55M
5.03%
Sole
0.00
Shared
0.00
None
220.03K
VANGUARD INDEX FDS
SOLEShares128.90K
TypeSH
Market value$9.75M
4.24%
Sole
0.00
Shared
0.00
None
128.90K
VANGUARD INDEX FDS
SOLEShares35.42K
TypeSH
Market value$9.65M
4.20%
Sole
0.00
Shared
0.00
None
35.42K
MICROSOFT CORP
SOLEShares26.39K
TypeSH
Market value$8.33M
3.63%
Sole
0.00
Shared
0.00
None
26.39K
VANGUARD INTL EQUITY INDEX F
SOLEShares178.33K
TypeSH
Market value$6.99M
3.04%
Sole
0.00
Shared
0.00
None
178.33K
VANGUARD WHITEHALL FDS
SOLEShares112.23K
TypeSH
Market value$6.64M
2.89%
Sole
0.00
Shared
0.00
None
112.23K
DIMENSIONAL ETF TRUST
SOLEShares276.76K
TypeSH
Market value$6.23M
2.71%
Sole
0.00
Shared
0.00
None
276.76K
VANGUARD SPECIALIZED FUNDS
SOLEShares38.16K
TypeSH
Market value$5.93M
2.58%
Sole
0.00
Shared
0.00
None
38.16K
DIMENSIONAL ETF TRUST
SOLEShares225.58K
TypeSH
Market value$5.89M
2.56%
Sole
0.00
Shared
0.00
None
225.58K
VANGUARD SCOTTSDALE FDS
SOLEShares68.64K
TypeSH
Market value$5.22M
2.27%
Sole
0.00
Shared
0.00
None
68.64K
VANGUARD INDEX FDS
SOLEShares20.58K
TypeSH
Market value$4.37M
1.90%
Sole
0.00
Shared
0.00
None
20.58K
VANGUARD MUN BD FDS
SOLEShares90.28K
TypeSH
Market value$4.34M
1.89%
Sole
0.00
Shared
0.00
None
90.28K
VANGUARD SCOTTSDALE FDS
SOLEShares53.63K
TypeSH
Market value$4.03M
1.75%
Sole
0.00
Shared
0.00
None
53.63K
APPLE INC
SOLEShares19.35K
TypeSH
Market value$3.31M
1.44%
Sole
0.00
Shared
0.00
None
19.35K
ELI LILLY & CO
SOLEShares5.77K
TypeSH
Market value$3.10M
1.35%
Sole
0.00
Shared
0.00
None
5.77K
VANGUARD BD INDEX FDS
SOLEShares39.99K
TypeSH
Market value$2.89M
1.26%
Sole
0.00
Shared
0.00
None
39.99K
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.34K
TypeSH
Market value$2.57M
1.12%
Sole
0.00
Shared
0.00
None
7.34K
VANGUARD MALVERN FDS
SOLEShares50.84K
TypeSH
Market value$2.40M
1.05%
Sole
0.00
Shared
0.00
None
50.84K
VANGUARD INDEX FDS
SOLEShares17.25K
TypeSH
Market value$2.38M
1.04%
Sole
0.00
Shared
0.00
None
17.25K
ISHARES TR
SOLEShares30.35K
TypeSH
Market value$2.24M
0.97%
Sole
0.00
Shared
0.00
None
30.35K
JOHNSON & JOHNSON
SOLEShares10.99K
TypeSH
Market value$1.71M
0.75%
Sole
0.00
Shared
0.00
None
10.99K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 134.04K | SH | $26.23M 11.42% | 0.00 | 0.00 | 134.04K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY ETF | 455.18K | SH | $21.19M 9.22% | 0.00 | 0.00 | 455.18K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 384.51K | SH | $16.81M 7.32% | 0.00 | 0.00 | 384.51K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 79.08K | SH | $14.95M 6.51% | 0.00 | 0.00 | 79.08K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 220.03K | SH | $11.55M 5.03% | 0.00 | 0.00 | 220.03K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 128.90K | SH | $9.75M 4.24% | 0.00 | 0.00 | 128.90K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 35.42K | SH | $9.65M 4.20% | 0.00 | 0.00 | 35.42K |
MICROSOFT CORPSOLE | COM | 26.39K | SH | $8.33M 3.63% | 0.00 | 0.00 | 26.39K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 178.33K | SH | $6.99M 3.04% | 0.00 | 0.00 | 178.33K |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 112.23K | SH | $6.64M 2.89% | 0.00 | 0.00 | 112.23K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 276.76K | SH | $6.23M 2.71% | 0.00 | 0.00 | 276.76K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 38.16K | SH | $5.93M 2.58% | 0.00 | 0.00 | 38.16K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 225.58K | SH | $5.89M 2.56% | 0.00 | 0.00 | 225.58K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 68.64K | SH | $5.22M 2.27% | 0.00 | 0.00 | 68.64K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 20.58K | SH | $4.37M 1.90% | 0.00 | 0.00 | 20.58K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 90.28K | SH | $4.34M 1.89% | 0.00 | 0.00 | 90.28K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 53.63K | SH | $4.03M 1.75% | 0.00 | 0.00 | 53.63K |
APPLE INCSOLE | COM | 19.35K | SH | $3.31M 1.44% | 0.00 | 0.00 | 19.35K |
ELI LILLY & COSOLE | COM | 5.77K | SH | $3.10M 1.35% | 0.00 | 0.00 | 5.77K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 39.99K | SH | $2.89M 1.26% | 0.00 | 0.00 | 39.99K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.34K | SH | $2.57M 1.12% | 0.00 | 0.00 | 7.34K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 50.84K | SH | $2.40M 1.05% | 0.00 | 0.00 | 50.84K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 17.25K | SH | $2.38M 1.04% | 0.00 | 0.00 | 17.25K |
ISHARES TRSOLE | IBOXX HI YD ETF | 30.35K | SH | $2.24M 0.97% | 0.00 | 0.00 | 30.35K |
JOHNSON & JOHNSONSOLE | COM | 10.99K | SH | $1.71M 0.75% | 0.00 | 0.00 | 10.99K |
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