Filed: 7/12/2024ACC: 0001085146-24-002888
📋 What this filing means
HURLOW WEALTH MANAGEMENT GROUP, INC. filed this quarterly 13F‑HR report disclosing 116 equity positions with a total reported market value of $291.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
116
Positions
$291.32M
Total AUM (reported)
3.55M
Total Shares
Allocation by class
COM$49.44M17.0%
LARGE CAP ETF$33.32M11.4%
US EQUITY ETF$26.92M9.2%
VAN FTSE DEV MKT$19.44M6.7%
SMALL CP ETF$17.39M6.0%
US SMALL CAP ETF$14.98M5.1%
GROWTH ETF$12.77M4.4%
Portfolio Concentration
Top 3$79.67M27.3%
4–10$85.68M29.4%
11–25$75.87M26.0%
Rest$50.10M17.2%
Top 3 weight
27.3%
Top 10 weight
56.8%
Voting Authority Distribution
Total shares with voting rights: 3.55M
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
3.55M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole116
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings116
Rows:
VANGUARD INDEX FDS
SOLEShares133.47K
TypeSH
Market value$33.32M
11.44%
Sole
0.00
Shared
0.00
None
133.47K
DIMENSIONAL ETF TRUST
SOLEShares457.35K
TypeSH
Market value$26.92M
9.24%
Sole
0.00
Shared
0.00
None
457.35K
VANGUARD TAX-MANAGED FDS
SOLEShares393.37K
TypeSH
Market value$19.44M
6.67%
Sole
0.00
Shared
0.00
None
393.37K
VANGUARD INDEX FDS
SOLEShares79.76K
TypeSH
Market value$17.39M
5.97%
Sole
0.00
Shared
0.00
None
79.76K
DIMENSIONAL ETF TRUST
SOLEShares249.26K
TypeSH
Market value$14.98M
5.14%
Sole
0.00
Shared
0.00
None
249.26K
VANGUARD INDEX FDS
SOLEShares34.15K
TypeSH
Market value$12.77M
4.38%
Sole
0.00
Shared
0.00
None
34.15K
VANGUARD INDEX FDS
SOLEShares142.52K
TypeSH
Market value$11.94M
4.10%
Sole
0.00
Shared
0.00
None
142.52K
MICROSOFT CORP
SOLEShares26.43K
TypeSH
Market value$11.81M
4.06%
Sole
0.00
Shared
0.00
None
26.43K
VANGUARD INTL EQUITY INDEX F
SOLEShares197.87K
TypeSH
Market value$8.66M
2.97%
Sole
0.00
Shared
0.00
None
197.87K
VANGUARD SCOTTSDALE FDS
SOLEShares101.75K
TypeSH
Market value$8.13M
2.79%
Sole
0.00
Shared
0.00
None
101.75K
VANGUARD WHITEHALL FDS
SOLEShares120.01K
TypeSH
Market value$7.55M
2.59%
Sole
0.00
Shared
0.00
None
120.01K
DIMENSIONAL ETF TRUST
SOLEShares286.41K
TypeSH
Market value$7.28M
2.50%
Sole
0.00
Shared
0.00
None
286.41K
DIMENSIONAL ETF TRUST
SOLEShares234.82K
TypeSH
Market value$6.97M
2.39%
Sole
0.00
Shared
0.00
None
234.82K
VANGUARD SPECIALIZED FUNDS
SOLEShares36.54K
TypeSH
Market value$6.67M
2.29%
Sole
0.00
Shared
0.00
None
36.54K
VANGUARD SCOTTSDALE FDS
SOLEShares80.04K
TypeSH
Market value$6.19M
2.12%
Sole
0.00
Shared
0.00
None
80.04K
VANGUARD MUN BD FDS
SOLEShares123.11K
TypeSH
Market value$6.17M
2.12%
Sole
0.00
Shared
0.00
None
123.11K
ELI LILLY & CO
SOLEShares6.13K
TypeSH
Market value$5.55M
1.91%
Sole
0.00
Shared
0.00
None
6.13K
VANGUARD INDEX FDS
SOLEShares20.35K
TypeSH
Market value$5.44M
1.87%
Sole
0.00
Shared
0.00
None
20.35K
APPLE INC
SOLEShares19.62K
TypeSH
Market value$4.13M
1.42%
Sole
0.00
Shared
0.00
None
19.62K
DIMENSIONAL ETF TRUST
SOLEShares154.95K
TypeSH
Market value$4.07M
1.40%
Sole
0.00
Shared
0.00
None
154.95K
VANGUARD BD INDEX FDS
SOLEShares51.48K
TypeSH
Market value$3.86M
1.32%
Sole
0.00
Shared
0.00
None
51.48K
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.72K
TypeSH
Market value$3.14M
1.08%
Sole
0.00
Shared
0.00
None
7.72K
ISHARES TR
SOLEShares40.30K
TypeSH
Market value$3.11M
1.07%
Sole
0.00
Shared
0.00
None
40.30K
VANGUARD MALVERN FDS
SOLEShares61.15K
TypeSH
Market value$2.97M
1.02%
Sole
0.00
Shared
0.00
None
61.15K
VANGUARD INDEX FDS
SOLEShares17.25K
TypeSH
Market value$2.77M
0.95%
Sole
0.00
Shared
0.00
None
17.25K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 133.47K | SH | $33.32M 11.44% | 0.00 | 0.00 | 133.47K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY ETF | 457.35K | SH | $26.92M 9.24% | 0.00 | 0.00 | 457.35K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 393.37K | SH | $19.44M 6.67% | 0.00 | 0.00 | 393.37K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 79.76K | SH | $17.39M 5.97% | 0.00 | 0.00 | 79.76K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 249.26K | SH | $14.98M 5.14% | 0.00 | 0.00 | 249.26K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 34.15K | SH | $12.77M 4.38% | 0.00 | 0.00 | 34.15K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 142.52K | SH | $11.94M 4.10% | 0.00 | 0.00 | 142.52K |
MICROSOFT CORPSOLE | COM | 26.43K | SH | $11.81M 4.06% | 0.00 | 0.00 | 26.43K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 197.87K | SH | $8.66M 2.97% | 0.00 | 0.00 | 197.87K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 101.75K | SH | $8.13M 2.79% | 0.00 | 0.00 | 101.75K |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 120.01K | SH | $7.55M 2.59% | 0.00 | 0.00 | 120.01K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 286.41K | SH | $7.28M 2.50% | 0.00 | 0.00 | 286.41K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 234.82K | SH | $6.97M 2.39% | 0.00 | 0.00 | 234.82K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 36.54K | SH | $6.67M 2.29% | 0.00 | 0.00 | 36.54K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 80.04K | SH | $6.19M 2.12% | 0.00 | 0.00 | 80.04K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 123.11K | SH | $6.17M 2.12% | 0.00 | 0.00 | 123.11K |
ELI LILLY & COSOLE | COM | 6.13K | SH | $5.55M 1.91% | 0.00 | 0.00 | 6.13K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 20.35K | SH | $5.44M 1.87% | 0.00 | 0.00 | 20.35K |
APPLE INCSOLE | COM | 19.62K | SH | $4.13M 1.42% | 0.00 | 0.00 | 19.62K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 154.95K | SH | $4.07M 1.40% | 0.00 | 0.00 | 154.95K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 51.48K | SH | $3.86M 1.32% | 0.00 | 0.00 | 51.48K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.72K | SH | $3.14M 1.08% | 0.00 | 0.00 | 7.72K |
ISHARES TRSOLE | IBOXX HI YD ETF | 40.30K | SH | $3.11M 1.07% | 0.00 | 0.00 | 40.30K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 61.15K | SH | $2.97M 1.02% | 0.00 | 0.00 | 61.15K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 17.25K | SH | $2.77M 0.95% | 0.00 | 0.00 | 17.25K |
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