Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hurlow Wealth Management Group, Inc. (CIK 1747749) reported $420.1M across 120 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VV ($56.7M, 13.49%), DFUS ($46.7M, 11.11%), DFAS ($34.2M, 8.13%), VEA ($28.0M, 6.67%), DFIC ($27.6M, 6.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD LARGE-CAP ETF | $56.7M | 13.49% | 189,574 | Added |
| 2 | DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $46.7M | 11.11% | 658,393 | Added |
| 3 | DFAS | DIMENSIONAL U.S. SMALL CAP ETF | $34.2M | 8.13% | 480,193 | Added |
| 4 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $28.0M | 6.67% | 436,987 | Trimmed |
| 5 | DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $27.6M | 6.57% | 776,503 | Added |
| 6 | VB | VANGUARD SMALL-CAP ETF | $22.9M | 5.46% | 87,526 | Added |
| 7 | VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $12.0M | 2.85% | 182,154 | Added |
| 8 | VNQ | VANGUARD REAL ESTATE ETF | $11.8M | 2.80% | 132,612 | Trimmed |
| 9 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $11.6M | 2.75% | 214,001 | Trimmed |
| 10 | DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $11.2M | 2.67% | 324,748 | Added |
| 11 | VUG | VANGUARD GROWTH ETF | $10.9M | 2.59% | 24,950 | Trimmed |
| 12 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $10.5M | 2.49% | 126,404 | Added |
| 13 | DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $10.3M | 2.46% | 303,923 | Added |
| 14 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $10.0M | 2.38% | 129,737 | Added |
| 15 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $10.0M | 2.38% | 125,984 | Added |
| 16 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | $7.7M | 1.82% | 153,633 | Added |
| 17 | DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $7.0M | 1.67% | 180,573 | Added |
| 18 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $5.7M | 1.35% | 17,697 | Added |
| 19 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $5.5M | 1.30% | 25,478 | Trimmed |
| 20 | SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $5.4M | 1.28% | 229,922 | Added |
| 21 | VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $4.5M | 1.07% | 89,965 | Added |
| 22 | AAPL | APPLE INC COM | $4.3M | 1.02% | 16,955 | Trimmed |
| 23 | DFAR | DIMENSIONAL US REAL ESTATE ETF | $3.9M | 0.92% | 163,937 | Added |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $3.5M | 0.83% | 7,298 | Trimmed |
| 25 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $3.4M | 0.81% | 132,717 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31