Hurlow Wealth Management Group, Inc.
Q3 2026 13F filing
Updated 7 days ago125 disclosed positions worth $480.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $69.7M | 198.2K | 14.52% | — |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $59.7M | 718.7K | 12.42% | — |
| 3 | R DIMENSIONAL ETF TRUST | $40.4M | 521.7K | 8.41% | — |
| 4 | H DIMENSIONAL ETF TRUST | $34.3M | 912.6K | 7.15% | — |
| 5 | V VANGUARD TAX-MANAGED FDS | $31M | 438.9K | 6.45% | — |
| 6 | V VANGUARD INDEX FDS | $24.2M | 85.2K | 5.05% | — |
| 7 | S DIMENSIONAL ETF TRUST | $15.1M | 380.0K | 3.14% | — |
| 8 | V VANGUARD INDEX FDS | $13.4M | 149.0K | 2.79% | — |
| 9 | V VANGUARD INTL EQUITY INDEX F | $12.4M | 208.8K | 2.58% | — |
| 10 | V VANGUARD WHITEHALL FDS | $11.8M | 186.4K | 2.45% | — |
| 11 | V VANGUARD INDEX FDS | $11.4M | 127.6K | 2.38% | — |
| 12 | V VANGUARD SCOTTSDALE FDS | $11.3M | 144.4K | 2.35% | — |
| 13 | D DIMENSIONAL ETF TRUST | $11.2M | 301.4K | 2.32% | — |
| 14 | V VANGUARD BD INDEX FDS | $11M | 151.6K | 2.30% | — |
| 15 | V VANGUARD SCOTTSDALE FDS | $10.8M | 139.5K | 2.24% | — |
| 16 | V VANGUARD MUN BD FDS | $7.5M | 158.1K | 1.56% | — |
| 17 | C DIMENSIONAL ETF TRUST | $7.3M | 176.3K | 1.52% | — |
| 18 | V VANGUARD INDEX FDS | $6.5M | 17.4K | 1.35% | — |
| 19 | S SPDR SERIES TRUST | $6.2M | 275.2K | 1.29% | — |
| 20 | B VANGUARD SPECIALIZED FUNDS | $5.9M | 25.4K | 1.23% | — |
| 21 | A APPLE INC | $5.6M | 16.7K | 1.16% | — |
| 22 | V VANGUARD MALVERN FDS | $4.9M | 99.8K | 1.02% | — |
| 23 | S SCHWAB STRATEGIC TR | $3.9M | 130.7K | 0.82% | — |
| 24 | L ELI LILLY & CO | $3.9M | 3.4K | 0.81% | — |
| 25 | V VANGUARD INDEX FDS | $3.1M | 14.5K | 0.65% | — |
| 26 | B BERKSHIRE HATHAWAY INC DEL | $2.5M | 5.0K | 0.52% | — |
| 27 | M MICROSOFT CORP | $2M | 4.0K | 0.42% | — |
| 28 | J JOHNSON & JOHNSON | $2M | 7.6K | 0.42% | — |
| 29 | J JPMORGAN CHASE & CO | $1.7M | 5.2K | 0.36% | — |
| 30 | W WALMART INC | $1.6M | 15.7K | 0.34% | — |
| 31 | C CINCINNATI FINL CORP | $1.6M | 10.0K | 0.33% | — |
| 32 | B BERKSHIRE HATHAWAY INC DEL | $1.5M | 2 | 0.31% | — |
| 33 | S SPDR SERIES TRUST | $1.4M | 29.8K | 0.29% | — |
| 34 | V VANGUARD INDEX FDS | $1.4M | 17.2K | 0.28% | — |
| 35 | E ISHARES TR | $1.2M | 12.0K | 0.25% | — |
| 36 | J JOHNSON CONTROLS INTERNATION | $1.2M | 8.2K | 0.25% | — |
| 37 | S STATE STR SPDR S&P 500 ETF T | $1.2M | 1.5K | 0.24% | — |
| 38 | A AMAZON COM INC | $1.1M | 4.5K | 0.23% | — |
| 39 | S SCHWAB STRATEGIC TR | $1.1M | 34.4K | 0.23% | — |
| 40 | A ABBVIE INC | $1.1M | 4.1K | 0.22% | — |
| 41 | N NVIDIA CORPORATION | $1M | 4.6K | 0.22% | — |
| 42 | A ANALOG DEVICES INC | $889K | 2.2K | 0.19% | — |
| 43 | E ISHARES TR | $835K | 2.0K | 0.17% | — |
| 44 | V VANGUARD WHITEHALL FDS | $824K | 5.3K | 0.17% | — |
| 45 | V VANGUARD INDEX FDS | $813K | 1.2K | 0.17% | — |
| 46 | A ADVANCED MICRO DEVICES INC | $665K | 1.1K | 0.14% | — |
| 47 | G GE AEROSPACE | $651K | 2.1K | 0.14% | — |
| 48 | V VANGUARD WELLINGTON FD | $615K | 6.2K | 0.13% | — |
| 49 | A AFLAC INC | $610K | 5.5K | 0.13% | — |
| 50 | C CATERPILLAR INC | $608K | 750 | 0.13% | — |