Filed: 10/7/2024ACC: 0001085146-24-004691
📋 What this filing means
HURLOW WEALTH MANAGEMENT GROUP, INC. filed this quarterly 13F‑HR report disclosing 118 equity positions with a total reported market value of $320.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
118
Positions
$320.60M
Total AUM (reported)
3.83M
Total Shares
Allocation by class
COM$51.34M16.0%
LARGE CAP ETF$36.83M11.5%
US EQUITY MARKET$29.17M9.1%
VAN FTSE DEV MKT$21.11M6.6%
SMALL CP ETF$19.28M6.0%
US SMALL CAP ETF$17.62M5.5%
REAL ESTATE ETF$14.49M4.5%
Portfolio Concentration
Top 3$87.12M27.2%
4–10$94.82M29.6%
11–25$83.57M26.1%
Rest$55.09M17.2%
Top 3 weight
27.2%
Top 10 weight
56.8%
Voting Authority Distribution
Total shares with voting rights: 3.83M
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
3.83M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole118
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings118
Rows:
VANGUARD INDEX FDS
SOLEShares139.90K
TypeSH
Market value$36.83M
11.49%
Sole
0.00
Shared
0.00
None
139.90K
DIMENSIONAL ETF TRUST
SOLEShares469.05K
TypeSH
Market value$29.17M
9.10%
Sole
0.00
Shared
0.00
None
469.05K
VANGUARD TAX-MANAGED FDS
SOLEShares399.80K
TypeSH
Market value$21.11M
6.59%
Sole
0.00
Shared
0.00
None
399.80K
VANGUARD INDEX FDS
SOLEShares81.29K
TypeSH
Market value$19.28M
6.01%
Sole
0.00
Shared
0.00
None
81.29K
DIMENSIONAL ETF TRUST
SOLEShares271.69K
TypeSH
Market value$17.62M
5.50%
Sole
0.00
Shared
0.00
None
271.69K
VANGUARD INDEX FDS
SOLEShares148.73K
TypeSH
Market value$14.49M
4.52%
Sole
0.00
Shared
0.00
None
148.72K
VANGUARD INDEX FDS
SOLEShares34.26K
TypeSH
Market value$13.15M
4.10%
Sole
0.00
Shared
0.00
None
34.26K
MICROSOFT CORP
SOLEShares26.50K
TypeSH
Market value$11.40M
3.56%
Sole
0.00
Shared
0.00
None
26.50K
VANGUARD INTL EQUITY INDEX F
SOLEShares202.60K
TypeSH
Market value$9.69M
3.02%
Sole
0.00
Shared
0.00
None
202.60K
VANGUARD SCOTTSDALE FDS
SOLEShares109.58K
TypeSH
Market value$9.18M
2.86%
Sole
0.00
Shared
0.00
None
109.58K
VANGUARD WHITEHALL FDS
SOLEShares126.61K
TypeSH
Market value$8.40M
2.62%
Sole
0.00
Shared
0.00
None
126.61K
DIMENSIONAL ETF TRUST
SOLEShares286.97K
TypeSH
Market value$7.75M
2.42%
Sole
0.00
Shared
0.00
None
286.97K
DIMENSIONAL ETF TRUST
SOLEShares234.91K
TypeSH
Market value$7.47M
2.33%
Sole
0.00
Shared
0.00
None
234.91K
VANGUARD SPECIALIZED FUNDS
SOLEShares35.61K
TypeSH
Market value$7.05M
2.20%
Sole
0.00
Shared
0.00
None
35.61K
VANGUARD MUN BD FDS
SOLEShares134.56K
TypeSH
Market value$6.88M
2.15%
Sole
0.00
Shared
0.00
None
134.56K
VANGUARD SCOTTSDALE FDS
SOLEShares82.99K
TypeSH
Market value$6.59M
2.06%
Sole
0.00
Shared
0.00
None
82.99K
DIMENSIONAL ETF TRUST
SOLEShares214.58K
TypeSH
Market value$6.04M
1.88%
Sole
0.00
Shared
0.00
None
214.58K
VANGUARD INDEX FDS
SOLEShares20.33K
TypeSH
Market value$5.76M
1.80%
Sole
0.00
Shared
0.00
None
20.33K
ELI LILLY & CO
SOLEShares6.24K
TypeSH
Market value$5.53M
1.72%
Sole
0.00
Shared
0.00
None
6.24K
APPLE INC
SOLEShares19.38K
TypeSH
Market value$4.52M
1.41%
Sole
0.00
Shared
0.00
None
19.38K
VANGUARD BD INDEX FDS
SOLEShares54.77K
TypeSH
Market value$4.29M
1.34%
Sole
0.00
Shared
0.00
None
54.77K
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.72K
TypeSH
Market value$3.55M
1.11%
Sole
0.00
Shared
0.00
None
7.72K
SPDR SER TR
SOLEShares145.55K
TypeSH
Market value$3.50M
1.09%
Sole
0.00
Shared
0.00
None
145.55K
VANGUARD MALVERN FDS
SOLEShares65.46K
TypeSH
Market value$3.23M
1.01%
Sole
0.00
Shared
0.00
None
65.46K
VANGUARD INDEX FDS
SOLEShares17.24K
TypeSH
Market value$3.01M
0.94%
Sole
0.00
Shared
0.00
None
17.24K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 139.90K | SH | $36.83M 11.49% | 0.00 | 0.00 | 139.90K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 469.05K | SH | $29.17M 9.10% | 0.00 | 0.00 | 469.05K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 399.80K | SH | $21.11M 6.59% | 0.00 | 0.00 | 399.80K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 81.29K | SH | $19.28M 6.01% | 0.00 | 0.00 | 81.29K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 271.69K | SH | $17.62M 5.50% | 0.00 | 0.00 | 271.69K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 148.73K | SH | $14.49M 4.52% | 0.00 | 0.00 | 148.72K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 34.26K | SH | $13.15M 4.10% | 0.00 | 0.00 | 34.26K |
MICROSOFT CORPSOLE | COM | 26.50K | SH | $11.40M 3.56% | 0.00 | 0.00 | 26.50K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 202.60K | SH | $9.69M 3.02% | 0.00 | 0.00 | 202.60K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 109.58K | SH | $9.18M 2.86% | 0.00 | 0.00 | 109.58K |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 126.61K | SH | $8.40M 2.62% | 0.00 | 0.00 | 126.61K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 286.97K | SH | $7.75M 2.42% | 0.00 | 0.00 | 286.97K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 234.91K | SH | $7.47M 2.33% | 0.00 | 0.00 | 234.91K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 35.61K | SH | $7.05M 2.20% | 0.00 | 0.00 | 35.61K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 134.56K | SH | $6.88M 2.15% | 0.00 | 0.00 | 134.56K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 82.99K | SH | $6.59M 2.06% | 0.00 | 0.00 | 82.99K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 214.58K | SH | $6.04M 1.88% | 0.00 | 0.00 | 214.58K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 20.33K | SH | $5.76M 1.80% | 0.00 | 0.00 | 20.33K |
ELI LILLY & COSOLE | COM | 6.24K | SH | $5.53M 1.72% | 0.00 | 0.00 | 6.24K |
APPLE INCSOLE | COM | 19.38K | SH | $4.52M 1.41% | 0.00 | 0.00 | 19.38K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 54.77K | SH | $4.29M 1.34% | 0.00 | 0.00 | 54.77K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.72K | SH | $3.55M 1.11% | 0.00 | 0.00 | 7.72K |
SPDR SER TRSOLE | PORTFLI HIGH YLD | 145.55K | SH | $3.50M 1.09% | 0.00 | 0.00 | 145.55K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 65.46K | SH | $3.23M 1.01% | 0.00 | 0.00 | 65.46K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 17.24K | SH | $3.01M 0.94% | 0.00 | 0.00 | 17.24K |
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