Filed: 2/13/2025ACC: 0001747749-25-000003
📋 What this filing means
HURLOW WEALTH MANAGEMENT GROUP, INC. filed this quarterly 13F‑HR report disclosing 121 equity positions with a total reported market value of $320.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
121
Positions
$320.20M
Total AUM (reported)
4.13M
Total Shares
Allocation by class
ETF$260.26M81.3%
STOCK$59.65M18.6%
ADR$288.9K0.1%
Portfolio Concentration
Top 3$88.56M27.7%
4–10$93.60M29.2%
11–25$83.10M26.0%
Rest$54.93M17.2%
Top 3 weight
27.7%
Top 10 weight
56.9%
Voting Authority Distribution
Total shares with voting rights: 4.13M
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
4.13M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole121
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings121
Rows:
VANGUARD LARGE-CAP ETF
SOLEShares138.93K
TypeSH
Market value$37.47M
11.70%
Sole
0.00
Shared
0.00
None
138.93K
DIMENSIONAL U.S. EQUITY MARKET ETF
SOLEShares479.71K
TypeSH
Market value$30.58M
9.55%
Sole
0.00
Shared
0.00
None
479.71K
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares428.95K
TypeSH
Market value$20.51M
6.41%
Sole
0.00
Shared
0.00
None
428.95K
VANGUARD SMALL-CAP ETF
SOLEShares80.77K
TypeSH
Market value$19.41M
6.06%
Sole
0.00
Shared
0.00
None
80.77K
DIMENSIONAL U.S. SMALL CAP ETF
SOLEShares286.69K
TypeSH
Market value$18.66M
5.83%
Sole
0.00
Shared
0.00
None
286.69K
VANGUARD REAL ESTATE ETF
SOLEShares152.37K
TypeSH
Market value$13.57M
4.24%
Sole
0.00
Shared
0.00
None
152.37K
VANGUARD GROWTH ETF
SOLEShares32.98K
TypeSH
Market value$13.53M
4.23%
Sole
0.00
Shared
0.00
None
32.98K
MICROSOFT CORP COM
SOLEShares24.01K
TypeSH
Market value$10.12M
3.16%
Sole
0.00
Shared
0.00
None
24.01K
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
SOLEShares116.03K
TypeSH
Market value$9.31M
2.91%
Sole
0.00
Shared
0.00
None
116.03K
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares204.17K
TypeSH
Market value$8.99M
2.81%
Sole
0.00
Shared
0.00
None
204.17K
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
SOLEShares129.28K
TypeSH
Market value$8.16M
2.55%
Sole
0.00
Shared
0.00
None
129.28K
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
SOLEShares302.22K
TypeSH
Market value$7.51M
2.35%
Sole
0.00
Shared
0.00
None
302.22K
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
SOLEShares279.26K
TypeSH
Market value$7.22M
2.25%
Sole
0.00
Shared
0.00
None
279.26K
VANGUARD TAX-EXEMPT BOND ETF
SOLEShares141.60K
TypeSH
Market value$7.10M
2.22%
Sole
0.00
Shared
0.00
None
141.60K
VANGUARD SHORT-TERM CORPORATE BOND ETF
SOLEShares88.91K
TypeSH
Market value$6.94M
2.17%
Sole
0.00
Shared
0.00
None
88.91K
VANGUARD DIVIDEND APPRECIATION ETF
SOLEShares34.37K
TypeSH
Market value$6.73M
2.10%
Sole
0.00
Shared
0.00
None
34.37K
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
SOLEShares230.11K
TypeSH
Market value$6.72M
2.10%
Sole
0.00
Shared
0.00
None
230.11K
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares19.40K
TypeSH
Market value$5.62M
1.76%
Sole
0.00
Shared
0.00
None
19.40K
APPLE INC COM
SOLEShares19.25K
TypeSH
Market value$4.82M
1.51%
Sole
0.00
Shared
0.00
None
19.25K
ELI LILLY & CO COM
SOLEShares6.10K
TypeSH
Market value$4.71M
1.47%
Sole
0.00
Shared
0.00
None
6.10K
VANGUARD INTERMEDIATE-TERM BOND ETF
SOLEShares57.04K
TypeSH
Market value$4.26M
1.33%
Sole
0.00
Shared
0.00
None
57.04K
SPDR PORTFOLIO HIGH YIELD BOND ETF
SOLEShares152.37K
TypeSH
Market value$3.58M
1.12%
Sole
0.00
Shared
0.00
None
152.37K
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares7.71K
TypeSH
Market value$3.49M
1.09%
Sole
0.00
Shared
0.00
None
7.71K
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
SOLEShares71.51K
TypeSH
Market value$3.46M
1.08%
Sole
0.00
Shared
0.00
None
71.51K
VANGUARD VALUE ETF
SOLEShares16.40K
TypeSH
Market value$2.78M
0.87%
Sole
0.00
Shared
0.00
None
16.40K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD LARGE-CAP ETFSOLE | ETF | 138.93K | SH | $37.47M 11.70% | 0.00 | 0.00 | 138.93K |
DIMENSIONAL U.S. EQUITY MARKET ETFSOLE | ETF | 479.71K | SH | $30.58M 9.55% | 0.00 | 0.00 | 479.71K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 428.95K | SH | $20.51M 6.41% | 0.00 | 0.00 | 428.95K |
VANGUARD SMALL-CAP ETFSOLE | ETF | 80.77K | SH | $19.41M 6.06% | 0.00 | 0.00 | 80.77K |
DIMENSIONAL U.S. SMALL CAP ETFSOLE | ETF | 286.69K | SH | $18.66M 5.83% | 0.00 | 0.00 | 286.69K |
VANGUARD REAL ESTATE ETFSOLE | ETF | 152.37K | SH | $13.57M 4.24% | 0.00 | 0.00 | 152.37K |
VANGUARD GROWTH ETFSOLE | ETF | 32.98K | SH | $13.53M 4.23% | 0.00 | 0.00 | 32.98K |
MICROSOFT CORP COMSOLE | Stock | 24.01K | SH | $10.12M 3.16% | 0.00 | 0.00 | 24.01K |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFSOLE | ETF | 116.03K | SH | $9.31M 2.91% | 0.00 | 0.00 | 116.03K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 204.17K | SH | $8.99M 2.81% | 0.00 | 0.00 | 204.17K |
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETFSOLE | ETF | 129.28K | SH | $8.16M 2.55% | 0.00 | 0.00 | 129.28K |
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFSOLE | ETF | 302.22K | SH | $7.51M 2.35% | 0.00 | 0.00 | 302.22K |
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETFSOLE | ETF | 279.26K | SH | $7.22M 2.25% | 0.00 | 0.00 | 279.26K |
VANGUARD TAX-EXEMPT BOND ETFSOLE | ETF | 141.60K | SH | $7.10M 2.22% | 0.00 | 0.00 | 141.60K |
VANGUARD SHORT-TERM CORPORATE BOND ETFSOLE | ETF | 88.91K | SH | $6.94M 2.17% | 0.00 | 0.00 | 88.91K |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 34.37K | SH | $6.73M 2.10% | 0.00 | 0.00 | 34.37K |
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFSOLE | ETF | 230.11K | SH | $6.72M 2.10% | 0.00 | 0.00 | 230.11K |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 19.40K | SH | $5.62M 1.76% | 0.00 | 0.00 | 19.40K |
APPLE INC COMSOLE | Stock | 19.25K | SH | $4.82M 1.51% | 0.00 | 0.00 | 19.25K |
ELI LILLY & CO COMSOLE | Stock | 6.10K | SH | $4.71M 1.47% | 0.00 | 0.00 | 6.10K |
VANGUARD INTERMEDIATE-TERM BOND ETFSOLE | ETF | 57.04K | SH | $4.26M 1.33% | 0.00 | 0.00 | 57.04K |
SPDR PORTFOLIO HIGH YIELD BOND ETFSOLE | ETF | 152.37K | SH | $3.58M 1.12% | 0.00 | 0.00 | 152.37K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 7.71K | SH | $3.49M 1.09% | 0.00 | 0.00 | 7.71K |
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFSOLE | ETF | 71.51K | SH | $3.46M 1.08% | 0.00 | 0.00 | 71.51K |
VANGUARD VALUE ETFSOLE | ETF | 16.40K | SH | $2.78M 0.87% | 0.00 | 0.00 | 16.40K |
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