Filed: 7/10/2025ACC: 0001747749-25-000005
📋 What this filing means
HURLOW WEALTH MANAGEMENT GROUP, INC. filed this quarterly 13F‑HR report disclosing 127 equity positions with a total reported market value of $354.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
127
Positions
$354.02M
Total AUM (reported)
4.49M
Total Shares
Allocation by class
ETF$291.81M82.4%
STOCK$61.85M17.5%
ADR$359.3K0.1%
Portfolio Concentration
Top 3$101.08M28.6%
4–10$99.85M28.2%
11–25$93.51M26.4%
Rest$59.58M16.8%
Top 3 weight
28.6%
Top 10 weight
56.8%
Voting Authority Distribution
Total shares with voting rights: 4.49M
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
4.49M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole127
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings127
Rows:
VANGUARD LARGE-CAP ETF
SOLEShares149.11K
TypeSH
Market value$42.54M
12.02%
Sole
0.00
Shared
0.00
None
149.11K
DIMENSIONAL U.S. EQUITY MARKET ETF
SOLEShares508.59K
TypeSH
Market value$34.09M
9.63%
Sole
0.00
Shared
0.00
None
508.59K
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares428.98K
TypeSH
Market value$24.46M
6.91%
Sole
0.00
Shared
0.00
None
428.98K
DIMENSIONAL U.S. SMALL CAP ETF
SOLEShares335.32K
TypeSH
Market value$21.36M
6.03%
Sole
0.00
Shared
0.00
None
335.32K
VANGUARD SMALL-CAP ETF
SOLEShares83.71K
TypeSH
Market value$19.84M
5.60%
Sole
0.00
Shared
0.00
None
83.71K
VANGUARD GROWTH ETF
SOLEShares30.20K
TypeSH
Market value$13.24M
3.74%
Sole
0.00
Shared
0.00
None
30.20K
VANGUARD REAL ESTATE ETF
SOLEShares134.07K
TypeSH
Market value$11.94M
3.37%
Sole
0.00
Shared
0.00
None
134.07K
MICROSOFT CORP COM
SOLEShares23.86K
TypeSH
Market value$11.87M
3.35%
Sole
0.00
Shared
0.00
None
23.86K
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
SOLEShares359.28K
TypeSH
Market value$11.17M
3.16%
Sole
0.00
Shared
0.00
None
359.28K
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares210.86K
TypeSH
Market value$10.43M
2.95%
Sole
0.00
Shared
0.00
None
210.86K
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
SOLEShares119.97K
TypeSH
Market value$9.95M
2.81%
Sole
0.00
Shared
0.00
None
119.97K
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
SOLEShares144.19K
TypeSH
Market value$9.42M
2.66%
Sole
0.00
Shared
0.00
None
144.19K
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
SOLEShares309.43K
TypeSH
Market value$9.09M
2.57%
Sole
0.00
Shared
0.00
None
309.43K
VANGUARD SHORT-TERM CORPORATE BOND ETF
SOLEShares97.71K
TypeSH
Market value$7.77M
2.19%
Sole
0.00
Shared
0.00
None
97.71K
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
SOLEShares221.75K
TypeSH
Market value$7.67M
2.17%
Sole
0.00
Shared
0.00
None
221.75K
VANGUARD TAX-EXEMPT BOND ETF
SOLEShares147.71K
TypeSH
Market value$7.24M
2.05%
Sole
0.00
Shared
0.00
None
147.71K
VANGUARD DIVIDEND APPRECIATION ETF
SOLEShares30.99K
TypeSH
Market value$6.34M
1.79%
Sole
0.00
Shared
0.00
None
30.99K
VANGUARD INTERMEDIATE-TERM BOND ETF
SOLEShares75.77K
TypeSH
Market value$5.86M
1.66%
Sole
0.00
Shared
0.00
None
75.77K
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares18.85K
TypeSH
Market value$5.73M
1.62%
Sole
0.00
Shared
0.00
None
18.85K
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
SOLEShares148.27K
TypeSH
Market value$4.40M
1.24%
Sole
0.00
Shared
0.00
None
148.27K
ELI LILLY & CO COM
SOLEShares5.64K
TypeSH
Market value$4.40M
1.24%
Sole
0.00
Shared
0.00
None
5.64K
SPDR PORTFOLIO HIGH YIELD BOND ETF
SOLEShares177.16K
TypeSH
Market value$4.22M
1.19%
Sole
0.00
Shared
0.00
None
177.16K
APPLE INC COM
SOLEShares19.10K
TypeSH
Market value$3.92M
1.11%
Sole
0.00
Shared
0.00
None
19.09K
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
SOLEShares75.89K
TypeSH
Market value$3.81M
1.08%
Sole
0.00
Shared
0.00
None
75.89K
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares7.61K
TypeSH
Market value$3.70M
1.04%
Sole
0.00
Shared
0.00
None
7.61K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD LARGE-CAP ETFSOLE | ETF | 149.11K | SH | $42.54M 12.02% | 0.00 | 0.00 | 149.11K |
DIMENSIONAL U.S. EQUITY MARKET ETFSOLE | ETF | 508.59K | SH | $34.09M 9.63% | 0.00 | 0.00 | 508.59K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 428.98K | SH | $24.46M 6.91% | 0.00 | 0.00 | 428.98K |
DIMENSIONAL U.S. SMALL CAP ETFSOLE | ETF | 335.32K | SH | $21.36M 6.03% | 0.00 | 0.00 | 335.32K |
VANGUARD SMALL-CAP ETFSOLE | ETF | 83.71K | SH | $19.84M 5.60% | 0.00 | 0.00 | 83.71K |
VANGUARD GROWTH ETFSOLE | ETF | 30.20K | SH | $13.24M 3.74% | 0.00 | 0.00 | 30.20K |
VANGUARD REAL ESTATE ETFSOLE | ETF | 134.07K | SH | $11.94M 3.37% | 0.00 | 0.00 | 134.07K |
MICROSOFT CORP COMSOLE | Stock | 23.86K | SH | $11.87M 3.35% | 0.00 | 0.00 | 23.86K |
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETFSOLE | ETF | 359.28K | SH | $11.17M 3.16% | 0.00 | 0.00 | 359.28K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 210.86K | SH | $10.43M 2.95% | 0.00 | 0.00 | 210.86K |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFSOLE | ETF | 119.97K | SH | $9.95M 2.81% | 0.00 | 0.00 | 119.97K |
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETFSOLE | ETF | 144.19K | SH | $9.42M 2.66% | 0.00 | 0.00 | 144.19K |
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFSOLE | ETF | 309.43K | SH | $9.09M 2.57% | 0.00 | 0.00 | 309.43K |
VANGUARD SHORT-TERM CORPORATE BOND ETFSOLE | ETF | 97.71K | SH | $7.77M 2.19% | 0.00 | 0.00 | 97.71K |
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFSOLE | ETF | 221.75K | SH | $7.67M 2.17% | 0.00 | 0.00 | 221.75K |
VANGUARD TAX-EXEMPT BOND ETFSOLE | ETF | 147.71K | SH | $7.24M 2.05% | 0.00 | 0.00 | 147.71K |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 30.99K | SH | $6.34M 1.79% | 0.00 | 0.00 | 30.99K |
VANGUARD INTERMEDIATE-TERM BOND ETFSOLE | ETF | 75.77K | SH | $5.86M 1.66% | 0.00 | 0.00 | 75.77K |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 18.85K | SH | $5.73M 1.62% | 0.00 | 0.00 | 18.85K |
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETFSOLE | ETF | 148.27K | SH | $4.40M 1.24% | 0.00 | 0.00 | 148.27K |
ELI LILLY & CO COMSOLE | Stock | 5.64K | SH | $4.40M 1.24% | 0.00 | 0.00 | 5.64K |
SPDR PORTFOLIO HIGH YIELD BOND ETFSOLE | ETF | 177.16K | SH | $4.22M 1.19% | 0.00 | 0.00 | 177.16K |
APPLE INC COMSOLE | Stock | 19.10K | SH | $3.92M 1.11% | 0.00 | 0.00 | 19.09K |
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFSOLE | ETF | 75.89K | SH | $3.81M 1.08% | 0.00 | 0.00 | 75.89K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 7.61K | SH | $3.70M 1.04% | 0.00 | 0.00 | 7.61K |
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