Filed: 5/8/2025ACC: 0001747749-25-000004
📋 What this filing means
HURLOW WEALTH MANAGEMENT GROUP, INC. filed this quarterly 13F‑HR report disclosing 120 equity positions with a total reported market value of $319.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
120
Positions
$319.95M
Total AUM (reported)
4.24M
Total Shares
Allocation by class
ETF$260.14M81.3%
STOCK$59.27M18.5%
ADR$542.6K0.2%
Portfolio Concentration
Top 3$87.60M27.4%
4–10$91.21M28.5%
11–25$86.19M26.9%
Rest$54.95M17.2%
Top 3 weight
27.4%
Top 10 weight
55.9%
Voting Authority Distribution
Total shares with voting rights: 4.24M
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
4.24M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole120
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings120
Rows:
VANGUARD LARGE-CAP ETF
SOLEShares143.41K
TypeSH
Market value$36.86M
11.52%
Sole
0.00
Shared
0.00
None
143.41K
DIMENSIONAL U.S. EQUITY MARKET ETF
SOLEShares476.71K
TypeSH
Market value$28.83M
9.01%
Sole
0.00
Shared
0.00
None
476.71K
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares431.08K
TypeSH
Market value$21.91M
6.85%
Sole
0.00
Shared
0.00
None
431.08K
VANGUARD SMALL-CAP ETF
SOLEShares83.34K
TypeSH
Market value$18.48M
5.78%
Sole
0.00
Shared
0.00
None
83.34K
DIMENSIONAL U.S. SMALL CAP ETF
SOLEShares304.30K
TypeSH
Market value$18.18M
5.68%
Sole
0.00
Shared
0.00
None
304.30K
VANGUARD REAL ESTATE ETF
SOLEShares159.70K
TypeSH
Market value$14.46M
4.52%
Sole
0.00
Shared
0.00
None
159.70K
VANGUARD GROWTH ETF
SOLEShares32.86K
TypeSH
Market value$12.18M
3.81%
Sole
0.00
Shared
0.00
None
32.86K
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
SOLEShares118.27K
TypeSH
Market value$9.67M
3.02%
Sole
0.00
Shared
0.00
None
118.27K
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares203.91K
TypeSH
Market value$9.23M
2.88%
Sole
0.00
Shared
0.00
None
203.91K
MICROSOFT CORP COM
SOLEShares23.99K
TypeSH
Market value$9.00M
2.81%
Sole
0.00
Shared
0.00
None
23.99K
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
SOLEShares133.31K
TypeSH
Market value$8.56M
2.67%
Sole
0.00
Shared
0.00
None
133.31K
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
SOLEShares307.66K
TypeSH
Market value$8.54M
2.67%
Sole
0.00
Shared
0.00
None
307.66K
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
SOLEShares310.70K
TypeSH
Market value$8.14M
2.54%
Sole
0.00
Shared
0.00
None
310.70K
VANGUARD SHORT-TERM CORPORATE BOND ETF
SOLEShares93.52K
TypeSH
Market value$7.38M
2.31%
Sole
0.00
Shared
0.00
None
93.52K
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
SOLEShares225.75K
TypeSH
Market value$7.05M
2.20%
Sole
0.00
Shared
0.00
None
225.75K
VANGUARD TAX-EXEMPT BOND ETF
SOLEShares135.38K
TypeSH
Market value$6.72M
2.10%
Sole
0.00
Shared
0.00
None
135.38K
VANGUARD DIVIDEND APPRECIATION ETF
SOLEShares32.33K
TypeSH
Market value$6.27M
1.96%
Sole
0.00
Shared
0.00
None
32.33K
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares19.40K
TypeSH
Market value$5.33M
1.67%
Sole
0.00
Shared
0.00
None
19.40K
ELI LILLY & CO COM
SOLEShares6.14K
TypeSH
Market value$5.07M
1.58%
Sole
0.00
Shared
0.00
None
6.14K
VANGUARD INTERMEDIATE-TERM BOND ETF
SOLEShares61.31K
TypeSH
Market value$4.69M
1.47%
Sole
0.00
Shared
0.00
None
61.31K
APPLE INC COM
SOLEShares19.12K
TypeSH
Market value$4.25M
1.33%
Sole
0.00
Shared
0.00
None
19.12K
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares7.61K
TypeSH
Market value$4.05M
1.27%
Sole
0.00
Shared
0.00
None
7.61K
SPDR PORTFOLIO HIGH YIELD BOND ETF
SOLEShares162.92K
TypeSH
Market value$3.82M
1.19%
Sole
0.00
Shared
0.00
None
162.92K
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
SOLEShares72.73K
TypeSH
Market value$3.63M
1.13%
Sole
0.00
Shared
0.00
None
72.73K
VANGUARD VALUE ETF
SOLEShares15.56K
TypeSH
Market value$2.69M
0.84%
Sole
0.00
Shared
0.00
None
15.56K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD LARGE-CAP ETFSOLE | ETF | 143.41K | SH | $36.86M 11.52% | 0.00 | 0.00 | 143.41K |
DIMENSIONAL U.S. EQUITY MARKET ETFSOLE | ETF | 476.71K | SH | $28.83M 9.01% | 0.00 | 0.00 | 476.71K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 431.08K | SH | $21.91M 6.85% | 0.00 | 0.00 | 431.08K |
VANGUARD SMALL-CAP ETFSOLE | ETF | 83.34K | SH | $18.48M 5.78% | 0.00 | 0.00 | 83.34K |
DIMENSIONAL U.S. SMALL CAP ETFSOLE | ETF | 304.30K | SH | $18.18M 5.68% | 0.00 | 0.00 | 304.30K |
VANGUARD REAL ESTATE ETFSOLE | ETF | 159.70K | SH | $14.46M 4.52% | 0.00 | 0.00 | 159.70K |
VANGUARD GROWTH ETFSOLE | ETF | 32.86K | SH | $12.18M 3.81% | 0.00 | 0.00 | 32.86K |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFSOLE | ETF | 118.27K | SH | $9.67M 3.02% | 0.00 | 0.00 | 118.27K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 203.91K | SH | $9.23M 2.88% | 0.00 | 0.00 | 203.91K |
MICROSOFT CORP COMSOLE | Stock | 23.99K | SH | $9.00M 2.81% | 0.00 | 0.00 | 23.99K |
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETFSOLE | ETF | 133.31K | SH | $8.56M 2.67% | 0.00 | 0.00 | 133.31K |
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETFSOLE | ETF | 307.66K | SH | $8.54M 2.67% | 0.00 | 0.00 | 307.66K |
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFSOLE | ETF | 310.70K | SH | $8.14M 2.54% | 0.00 | 0.00 | 310.70K |
VANGUARD SHORT-TERM CORPORATE BOND ETFSOLE | ETF | 93.52K | SH | $7.38M 2.31% | 0.00 | 0.00 | 93.52K |
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFSOLE | ETF | 225.75K | SH | $7.05M 2.20% | 0.00 | 0.00 | 225.75K |
VANGUARD TAX-EXEMPT BOND ETFSOLE | ETF | 135.38K | SH | $6.72M 2.10% | 0.00 | 0.00 | 135.38K |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 32.33K | SH | $6.27M 1.96% | 0.00 | 0.00 | 32.33K |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 19.40K | SH | $5.33M 1.67% | 0.00 | 0.00 | 19.40K |
ELI LILLY & CO COMSOLE | Stock | 6.14K | SH | $5.07M 1.58% | 0.00 | 0.00 | 6.14K |
VANGUARD INTERMEDIATE-TERM BOND ETFSOLE | ETF | 61.31K | SH | $4.69M 1.47% | 0.00 | 0.00 | 61.31K |
APPLE INC COMSOLE | Stock | 19.12K | SH | $4.25M 1.33% | 0.00 | 0.00 | 19.12K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 7.61K | SH | $4.05M 1.27% | 0.00 | 0.00 | 7.61K |
SPDR PORTFOLIO HIGH YIELD BOND ETFSOLE | ETF | 162.92K | SH | $3.82M 1.19% | 0.00 | 0.00 | 162.92K |
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFSOLE | ETF | 72.73K | SH | $3.63M 1.13% | 0.00 | 0.00 | 72.73K |
VANGUARD VALUE ETFSOLE | ETF | 15.56K | SH | $2.69M 0.84% | 0.00 | 0.00 | 15.56K |
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