Universe · entity
Hurlow Wealth Management Group, Inc.
Institutional manager (13F) · CIK 1747749
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $396M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD LARGE-CAP ETF | $57M | 189,574 |
| 2 | DIMENSIONAL U.S. EQUITY MARKET ETF | $47M | 658,393 |
| 3 | DIMENSIONAL U.S. SMALL CAP ETF | $34M | 480,193 |
| 4 | VANGUARD FTSE DEVELOPED MARKETS ETF | $28M | 436,987 |
| 5 | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $28M | 776,503 |
| 6 | VANGUARD SMALL-CAP ETF | $23M | 87,526 |
| 7 | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $12M | 182,154 |
| 8 | VANGUARD REAL ESTATE ETF | $12M | 132,612 |
| 9 | VANGUARD FTSE EMERGING MARKETS ETF | $12M | 214,001 |
| 10 | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $11M | 324,748 |
| 11 | VANGUARD GROWTH ETF | $11M | 24,950 |
| 12 | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $10M | 126,404 |
| 13 | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $10M | 303,923 |
| 14 | VANGUARD INTERMEDIATE-TERM BOND ETF | $10M | 129,737 |
| 15 | VANGUARD SHORT-TERM CORPORATE BOND ETF | $10M | 125,984 |
| 16 | VANGUARD TAX-EXEMPT BOND ETF | $8M | 153,633 |
| 17 | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $7M | 180,573 |
| 18 | VANGUARD TOTAL STOCK MARKET ETF | $6M | 17,697 |
| 19 | VANGUARD DIVIDEND APPRECIATION ETF | $5M | 25,478 |
| 20 | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $5M | 229,922 |
| 21 | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $4M | 89,965 |
| 22 | APPLE INC COM | $4M | 16,955 |
| 23 | DIMENSIONAL US REAL ESTATE ETF | $4M | 163,937 |
| 24 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $3M | 7,298 |
| 25 | SCHWAB U.S. LARGE-CAP ETF | $3M | 132,717 |
| 26 | ELI LILLY & CO COM | $3M | 3,352 |
| 27 | VANGUARD VALUE ETF | $3M | 14,622 |
| 28 | WALMART INC COM | $2M | 15,683 |
| 29 | JOHNSON & JOHNSON COM | $2M | 7,583 |
| 30 | CINCINNATI FINL CORP COM | $2M | 9,969 |
| 31 | JPMORGAN CHASE & CO COM | $2M | 5,191 |
| 32 | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $1M | 31,119 |
| 33 | BERKSHIRE HATHAWAY INC DEL CL A | $1M | 2 |
| 34 | MICROSOFT CORP COM | $1M | 3,830 |
| 35 | ISHARES NATIONAL MUNI BOND ETF | $1M | 11,778 |
| 36 | VANGUARD MID-CAP ETF | $1M | 4,311 |
| 37 | JOHNSON CTLS INTL PLC SHS | $1M | 8,126 |
| 38 | SCHWAB U.S. SMALL-CAP ETF | $1M | 34,948 |
| 39 | STATE STREET SPDR S&P 500 ETF | $997k | 1,534 |
| 40 | AMAZON COM INC COM | $963k | 4,626 |
| 41 | ABBVIE INC COM | $875k | 4,024 |
| 42 | MCDONALDS CORP COM | $786k | 2,530 |
| 43 | ISHARES RUSSELL 1000 ETF | $716k | 2,007 |
| 44 | ANALOG DEVICES INC COM | $706k | 2,219 |
| 45 | NVIDIA CORPORATION COM | $699k | 4,009 |
| 46 | VANGUARD S&P 500 ETF | $694k | 1,161 |
| 47 | GE AEROSPACE COM NEW | $627k | 2,209 |
| 48 | LINDE PLC SHS | $610k | 1,231 |
| 49 | AFLAC INC COM | $598k | 5,450 |
| 50 | NEXTERA ENERGY INC COM | $596k | 6,419 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.