Filed: 11/5/2025ACC: 0001747749-25-000009
📋 What this filing means
HURLOW WEALTH MANAGEMENT GROUP, INC. filed this quarterly 13F‑HR report disclosing 119 equity positions with a total reported market value of $386.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
119
Positions
$386.12M
Total AUM (reported)
5.01M
Total Shares
Allocation by class
ETF$341.16M88.4%
STOCK$44.49M11.5%
ADR$467.6K0.1%
Portfolio Concentration
Top 3$123.46M32.0%
4–10$116.41M30.1%
11–25$92.98M24.1%
Rest$53.27M13.8%
Top 3 weight
32.0%
Top 10 weight
62.1%
Voting Authority Distribution
Total shares with voting rights: 5.01M
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
5.01M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole119
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings119
Rows:
VANGUARD LARGE-CAP ETF
SOLEShares172.79K
TypeSH
Market value$53.19M
13.78%
Sole
0.00
Shared
0.00
None
172.79K
DIMENSIONAL U.S. EQUITY MARKET ETF
SOLEShares589.75K
TypeSH
Market value$42.72M
11.06%
Sole
0.00
Shared
0.00
None
589.75K
DIMENSIONAL U.S. SMALL CAP ETF
SOLEShares402.36K
TypeSH
Market value$27.55M
7.13%
Sole
0.00
Shared
0.00
None
402.36K
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares445.04K
TypeSH
Market value$26.67M
6.91%
Sole
0.00
Shared
0.00
None
445.04K
VANGUARD SMALL-CAP ETF
SOLEShares86.54K
TypeSH
Market value$22.01M
5.70%
Sole
0.00
Shared
0.00
None
86.54K
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
SOLEShares601.48K
TypeSH
Market value$19.72M
5.11%
Sole
0.00
Shared
0.00
None
601.48K
VANGUARD GROWTH ETF
SOLEShares27.13K
TypeSH
Market value$13.01M
3.37%
Sole
0.00
Shared
0.00
None
27.13K
VANGUARD REAL ESTATE ETF
SOLEShares138.48K
TypeSH
Market value$12.66M
3.28%
Sole
0.00
Shared
0.00
None
138.48K
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares219.86K
TypeSH
Market value$11.91M
3.09%
Sole
0.00
Shared
0.00
None
219.86K
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
SOLEShares155.98K
TypeSH
Market value$10.44M
2.70%
Sole
0.00
Shared
0.00
None
155.98K
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
SOLEShares116.68K
TypeSH
Market value$9.81M
2.54%
Sole
0.00
Shared
0.00
None
116.68K
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
SOLEShares294.40K
TypeSH
Market value$9.24M
2.39%
Sole
0.00
Shared
0.00
None
294.40K
VANGUARD SHORT-TERM CORPORATE BOND ETF
SOLEShares111.35K
TypeSH
Market value$8.90M
2.31%
Sole
0.00
Shared
0.00
None
111.35K
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
SOLEShares247.86K
TypeSH
Market value$7.95M
2.06%
Sole
0.00
Shared
0.00
None
247.86K
VANGUARD TAX-EXEMPT BOND ETF
SOLEShares151.41K
TypeSH
Market value$7.58M
1.96%
Sole
0.00
Shared
0.00
None
151.41K
VANGUARD INTERMEDIATE-TERM BOND ETF
SOLEShares93.12K
TypeSH
Market value$7.27M
1.88%
Sole
0.00
Shared
0.00
None
93.12K
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
SOLEShares197K
TypeSH
Market value$7.16M
1.85%
Sole
0.00
Shared
0.00
None
197K
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares18.95K
TypeSH
Market value$6.22M
1.61%
Sole
0.00
Shared
0.00
None
18.95K
VANGUARD DIVIDEND APPRECIATION ETF
SOLEShares27.88K
TypeSH
Market value$6.02M
1.56%
Sole
0.00
Shared
0.00
None
27.88K
APPLE INC COM
SOLEShares19.11K
TypeSH
Market value$4.87M
1.26%
Sole
0.00
Shared
0.00
None
19.11K
SPDR PORTFOLIO HIGH YIELD BOND ETF
SOLEShares187.43K
TypeSH
Market value$4.49M
1.16%
Sole
0.00
Shared
0.00
None
187.43K
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
SOLEShares72.97K
TypeSH
Market value$3.69M
0.96%
Sole
0.00
Shared
0.00
None
72.97K
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares7.33K
TypeSH
Market value$3.69M
0.96%
Sole
0.00
Shared
0.00
None
7.33K
SCHWAB U.S. LARGE-CAP ETF
SOLEShares134.11K
TypeSH
Market value$3.53M
0.91%
Sole
0.00
Shared
0.00
None
134.11K
ELI LILLY & CO COM
SOLEShares3.35K
TypeSH
Market value$2.56M
0.66%
Sole
0.00
Shared
0.00
None
3.35K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD LARGE-CAP ETFSOLE | ETF | 172.79K | SH | $53.19M 13.78% | 0.00 | 0.00 | 172.79K |
DIMENSIONAL U.S. EQUITY MARKET ETFSOLE | ETF | 589.75K | SH | $42.72M 11.06% | 0.00 | 0.00 | 589.75K |
DIMENSIONAL U.S. SMALL CAP ETFSOLE | ETF | 402.36K | SH | $27.55M 7.13% | 0.00 | 0.00 | 402.36K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 445.04K | SH | $26.67M 6.91% | 0.00 | 0.00 | 445.04K |
VANGUARD SMALL-CAP ETFSOLE | ETF | 86.54K | SH | $22.01M 5.70% | 0.00 | 0.00 | 86.54K |
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETFSOLE | ETF | 601.48K | SH | $19.72M 5.11% | 0.00 | 0.00 | 601.48K |
VANGUARD GROWTH ETFSOLE | ETF | 27.13K | SH | $13.01M 3.37% | 0.00 | 0.00 | 27.13K |
VANGUARD REAL ESTATE ETFSOLE | ETF | 138.48K | SH | $12.66M 3.28% | 0.00 | 0.00 | 138.48K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 219.86K | SH | $11.91M 3.09% | 0.00 | 0.00 | 219.86K |
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETFSOLE | ETF | 155.98K | SH | $10.44M 2.70% | 0.00 | 0.00 | 155.98K |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFSOLE | ETF | 116.68K | SH | $9.81M 2.54% | 0.00 | 0.00 | 116.68K |
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFSOLE | ETF | 294.40K | SH | $9.24M 2.39% | 0.00 | 0.00 | 294.40K |
VANGUARD SHORT-TERM CORPORATE BOND ETFSOLE | ETF | 111.35K | SH | $8.90M 2.31% | 0.00 | 0.00 | 111.35K |
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETFSOLE | ETF | 247.86K | SH | $7.95M 2.06% | 0.00 | 0.00 | 247.86K |
VANGUARD TAX-EXEMPT BOND ETFSOLE | ETF | 151.41K | SH | $7.58M 1.96% | 0.00 | 0.00 | 151.41K |
VANGUARD INTERMEDIATE-TERM BOND ETFSOLE | ETF | 93.12K | SH | $7.27M 1.88% | 0.00 | 0.00 | 93.12K |
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFSOLE | ETF | 197K | SH | $7.16M 1.85% | 0.00 | 0.00 | 197K |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 18.95K | SH | $6.22M 1.61% | 0.00 | 0.00 | 18.95K |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 27.88K | SH | $6.02M 1.56% | 0.00 | 0.00 | 27.88K |
APPLE INC COMSOLE | Stock | 19.11K | SH | $4.87M 1.26% | 0.00 | 0.00 | 19.11K |
SPDR PORTFOLIO HIGH YIELD BOND ETFSOLE | ETF | 187.43K | SH | $4.49M 1.16% | 0.00 | 0.00 | 187.43K |
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFSOLE | ETF | 72.97K | SH | $3.69M 0.96% | 0.00 | 0.00 | 72.97K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 7.33K | SH | $3.69M 0.96% | 0.00 | 0.00 | 7.33K |
SCHWAB U.S. LARGE-CAP ETFSOLE | ETF | 134.11K | SH | $3.53M 0.91% | 0.00 | 0.00 | 134.11K |
ELI LILLY & CO COMSOLE | Stock | 3.35K | SH | $2.56M 0.66% | 0.00 | 0.00 | 3.35K |
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