Hurlow Wealth Management Group, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HW Hurlow Wealth Management Group, Inc. | Institutional Filer | ▲ 2.84% | $420.1M | 120 |
Current Portfolio Holdings
Showing all 120 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD LARGE-CAP ETF | — | 190K | $56.7M | 13.49% |
| 2 | DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | — | 658K | $46.7M | 11.11% |
| 3 | DFAS | DIMENSIONAL U.S. SMALL CAP ETF | — | 480K | $34.2M | 8.13% |
| 4 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | — | 437K | $28.0M | 6.67% |
| 5 | DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | — | 777K | $27.6M | 6.57% |
| 6 | VB | VANGUARD SMALL-CAP ETF | — | 88K | $22.9M | 5.46% |
| 7 | VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | — | 182K | $12.0M | 2.85% |
| 8 | VNQ | VANGUARD REAL ESTATE ETF | — | 133K | $11.8M | 2.80% |
| 9 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | — | 214K | $11.6M | 2.75% |
| 10 | DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | — | 325K | $11.2M | 2.67% |
| 11 | VUG | VANGUARD GROWTH ETF | — | 25K | $10.9M | 2.59% |
| 12 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | — | 126K | $10.5M | 2.49% |
| 13 | DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | — | 304K | $10.3M | 2.46% |
| 14 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | — | 130K | $10.0M | 2.38% |
| 15 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | — | 126K | $10.0M | 2.38% |
Showing 1 to 15 of 120 holdings