Filed: 4/16/2024ACC: 0001085146-24-001810
📋 What this filing means
HURLOW WEALTH MANAGEMENT GROUP, INC. filed this quarterly 13F‑HR report disclosing 115 equity positions with a total reported market value of $283.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
115
Positions
$283.31M
Total AUM (reported)
3.43M
Total Shares
Allocation by class
COM$48.61M17.2%
LARGE CAP ETF$31.88M11.3%
US EQUITY ETF$26.40M9.3%
VAN FTSE DEV MKT$19.90M7.0%
SMALL CP ETF$18.03M6.4%
US SMALL CAP ETF$14.82M5.2%
GROWTH ETF$11.83M4.2%
Portfolio Concentration
Top 3$78.18M27.6%
4–10$83.13M29.3%
11–25$70.82M25.0%
Rest$51.19M18.1%
Top 3 weight
27.6%
Top 10 weight
56.9%
Voting Authority Distribution
Total shares with voting rights: 3.43M
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
3.43M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole115
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings115
Rows:
VANGUARD INDEX FDS
SOLEShares132.95K
TypeSH
Market value$31.88M
11.25%
Sole
0.00
Shared
0.00
None
132.95K
DIMENSIONAL ETF TRUST
SOLEShares463.38K
TypeSH
Market value$26.40M
9.32%
Sole
0.00
Shared
0.00
None
463.38K
VANGUARD TAX-MANAGED FDS
SOLEShares396.61K
TypeSH
Market value$19.90M
7.02%
Sole
0.00
Shared
0.00
None
396.61K
VANGUARD INDEX FDS
SOLEShares78.89K
TypeSH
Market value$18.03M
6.37%
Sole
0.00
Shared
0.00
None
78.89K
DIMENSIONAL ETF TRUST
SOLEShares237.75K
TypeSH
Market value$14.82M
5.23%
Sole
0.00
Shared
0.00
None
237.75K
VANGUARD INDEX FDS
SOLEShares34.38K
TypeSH
Market value$11.83M
4.18%
Sole
0.00
Shared
0.00
None
34.38K
VANGUARD INDEX FDS
SOLEShares136.18K
TypeSH
Market value$11.78M
4.16%
Sole
0.00
Shared
0.00
None
136.18K
MICROSOFT CORP
SOLEShares26.65K
TypeSH
Market value$11.21M
3.96%
Sole
0.00
Shared
0.00
None
26.65K
VANGUARD INTL EQUITY INDEX F
SOLEShares193.17K
TypeSH
Market value$8.07M
2.85%
Sole
0.00
Shared
0.00
None
193.17K
VANGUARD WHITEHALL FDS
SOLEShares115.60K
TypeSH
Market value$7.38M
2.61%
Sole
0.00
Shared
0.00
None
115.60K
DIMENSIONAL ETF TRUST
SOLEShares286.89K
TypeSH
Market value$7.30M
2.58%
Sole
0.00
Shared
0.00
None
286.89K
VANGUARD SCOTTSDALE FDS
SOLEShares89.12K
TypeSH
Market value$7.18M
2.53%
Sole
0.00
Shared
0.00
None
89.12K
DIMENSIONAL ETF TRUST
SOLEShares234.34K
TypeSH
Market value$7.08M
2.50%
Sole
0.00
Shared
0.00
None
234.34K
VANGUARD SPECIALIZED FUNDS
SOLEShares37.33K
TypeSH
Market value$6.82M
2.41%
Sole
0.00
Shared
0.00
None
37.33K
VANGUARD MUN BD FDS
SOLEShares113.69K
TypeSH
Market value$5.75M
2.03%
Sole
0.00
Shared
0.00
None
113.69K
VANGUARD SCOTTSDALE FDS
SOLEShares73.99K
TypeSH
Market value$5.72M
2.02%
Sole
0.00
Shared
0.00
None
73.98K
VANGUARD INDEX FDS
SOLEShares20.39K
TypeSH
Market value$5.30M
1.87%
Sole
0.00
Shared
0.00
None
20.39K
ELI LILLY & CO
SOLEShares5.93K
TypeSH
Market value$4.62M
1.63%
Sole
0.00
Shared
0.00
None
5.93K
VANGUARD BD INDEX FDS
SOLEShares44.99K
TypeSH
Market value$3.39M
1.20%
Sole
0.00
Shared
0.00
None
44.99K
APPLE INC
SOLEShares19.32K
TypeSH
Market value$3.31M
1.17%
Sole
0.00
Shared
0.00
None
19.32K
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.33K
TypeSH
Market value$3.08M
1.09%
Sole
0.00
Shared
0.00
None
7.33K
ISHARES TR
SOLEShares38.04K
TypeSH
Market value$2.96M
1.04%
Sole
0.00
Shared
0.00
None
38.04K
DIMENSIONAL ETF TRUST
SOLEShares109.22K
TypeSH
Market value$2.92M
1.03%
Sole
0.00
Shared
0.00
None
109.22K
VANGUARD MALVERN FDS
SOLEShares57.69K
TypeSH
Market value$2.76M
0.98%
Sole
0.00
Shared
0.00
None
57.69K
VANGUARD INDEX FDS
SOLEShares16.16K
TypeSH
Market value$2.63M
0.93%
Sole
0.00
Shared
0.00
None
16.16K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 132.95K | SH | $31.88M 11.25% | 0.00 | 0.00 | 132.95K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY ETF | 463.38K | SH | $26.40M 9.32% | 0.00 | 0.00 | 463.38K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 396.61K | SH | $19.90M 7.02% | 0.00 | 0.00 | 396.61K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 78.89K | SH | $18.03M 6.37% | 0.00 | 0.00 | 78.89K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 237.75K | SH | $14.82M 5.23% | 0.00 | 0.00 | 237.75K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 34.38K | SH | $11.83M 4.18% | 0.00 | 0.00 | 34.38K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 136.18K | SH | $11.78M 4.16% | 0.00 | 0.00 | 136.18K |
MICROSOFT CORPSOLE | COM | 26.65K | SH | $11.21M 3.96% | 0.00 | 0.00 | 26.65K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 193.17K | SH | $8.07M 2.85% | 0.00 | 0.00 | 193.17K |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 115.60K | SH | $7.38M 2.61% | 0.00 | 0.00 | 115.60K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 286.89K | SH | $7.30M 2.58% | 0.00 | 0.00 | 286.89K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 89.12K | SH | $7.18M 2.53% | 0.00 | 0.00 | 89.12K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 234.34K | SH | $7.08M 2.50% | 0.00 | 0.00 | 234.34K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 37.33K | SH | $6.82M 2.41% | 0.00 | 0.00 | 37.33K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 113.69K | SH | $5.75M 2.03% | 0.00 | 0.00 | 113.69K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 73.99K | SH | $5.72M 2.02% | 0.00 | 0.00 | 73.98K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 20.39K | SH | $5.30M 1.87% | 0.00 | 0.00 | 20.39K |
ELI LILLY & COSOLE | COM | 5.93K | SH | $4.62M 1.63% | 0.00 | 0.00 | 5.93K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 44.99K | SH | $3.39M 1.20% | 0.00 | 0.00 | 44.99K |
APPLE INCSOLE | COM | 19.32K | SH | $3.31M 1.17% | 0.00 | 0.00 | 19.32K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.33K | SH | $3.08M 1.09% | 0.00 | 0.00 | 7.33K |
ISHARES TRSOLE | IBOXX HI YD ETF | 38.04K | SH | $2.96M 1.04% | 0.00 | 0.00 | 38.04K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 109.22K | SH | $2.92M 1.03% | 0.00 | 0.00 | 109.22K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 57.69K | SH | $2.76M 0.98% | 0.00 | 0.00 | 57.69K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 16.16K | SH | $2.63M 0.93% | 0.00 | 0.00 | 16.16K |
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