§ 13F · FUND PROFILE
Hurlow Wealth Management Group, Inc..
AUM · $481M (13F)Positions · 125Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | 194K | $67M | 13.9% | +2% |
| 2 | DFUS | DIMENSIONAL ETF TRUST | 697K | $57M | 11.9% | +6% |
| 3 | DFAS | DIMENSIONAL ETF TRUST | 504K | $42M | 8.6% | +5% |
| 4 | DFIC | DIMENSIONAL ETF TRUST | 853K | $32M | 6.6% | +10% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 436K | $31M | 6.5% | ±0% |
| 6 | VB | VANGUARD INDEX FDS | 87K | $26M | 5.5% | −1% |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 360K | $15M | 3.0% | +11% |
| 8 | VUG | VANGUARD INDEX FDS | 149K | $13M | 2.7% | +499% |
| 9 | VNQ | VANGUARD INDEX FDS | 131K | $13M | 2.6% | −1% |
| 10 | VWOB | VANGUARD WHITEHALL FDS | 187K | $13M | 2.6% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HURLOW SIGNAL
AC read
Hurlow Wealth Management Group, Inc. is a Other fund managing $481 million in assets. The fund runs a portfolio of 125 positions.
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