Hurlow Wealth Management Group

BLOOMINGTON, INfiles as Hurlow Wealth Management Group, Inc.

$481m in 125 US stocks at the end of 30 June 2026. The top 10 are 63.9% of the money. It changed about 3.5% of the portfolio this quarter.

Value

$481m

Stocks

125

Top 10 share

63.9%

Turnover

3.5%

What changed this quarter

New

Bought for the first time this quarter.

BrookfieldBN
0.2% of the fund
Vanguard Ultra-ShortVGUS
0.1% of the fund
CorningGLW
<0.1% of the fund
BroadcomAVGO
<0.1% of the fund
Dell TechnologiesDELL
<0.1% of the fund
Vanguard Intl Equity Index FVT
<0.1% of the fund
Fifth Third BancorpFITB
<0.1% of the fund
Eversource EnergyES
<0.1% of the fund
TuHURA BiosciencesHURA
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVV
13.9% of the fund
+2%
Dimensional ETF TrustDFUS
11.9% of the fund
+6%
Dimensional ETF TrustDFAS
8.6% of the fund
+5%
Dimensional ETF TrustDFIC
6.6% of the fund
+10%
Dimensional ETF TrustDFEM
3.0% of the fund
+11%
Vanguard Whitehall FDSVWOB
2.6% of the fund
+3%
Vanguard Scottsdale FDSVCIT
2.2% of the fund
+3%
Vanguard BD Index FDSBIV
2.2% of the fund
+6%
Vanguard Scottsdale FDSVCSH
2.2% of the fund
+5%
Vanguard Specialized FundsVIG
1.3% of the fund
+6%
Spdr Series TrustSPHY
1.2% of the fund
+9%
Dimensional ETF TrustDFAR
1.1% of the fund
+21%
Vanguard Malvern FDSVTIP
1.0% of the fund
+4%
MicrosoftMSFT
0.3% of the fund
+3%
Amazon.comAMZN
0.2% of the fund
+4%
NvidiaNVDA
0.2% of the fund
+14%
Vanguard Whitehall FDSVYM
0.2% of the fund
+44%
Vanguard Wellington FDVTES
0.1% of the fund
+22%
Meta PlatformsMETA
0.1% of the fund
+10%
TJX CompaniesTJX
0.1% of the fund
+4%
Elevance HealthELV
0.1% of the fund
+2%
ExxonMobil HoldingsXOM
<0.1% of the fund
+3%
VisaV
<0.1% of the fund
+16%
Vanguard Calif TAX Free FDSVTEC
<0.1% of the fund
+7%
AlphabetGOOGL
<0.1% of the fund
+10%

Cut

Sold some of their stake.

Vanguard Intl Equity Index FVWO
2.6% of the fund
-3%
Dimensional ETF TrustDFAI
1.5% of the fund
-2%
Berkshire HathawayBRK-B
0.5% of the fund
-32%
McDonald'sMCD
0.1% of the fund
-12%
Vanguard Star FDSVXUS
<0.1% of the fund
-7%
Procter & GamblePG
<0.1% of the fund
-6%
Ishares TRSUB
<0.1% of the fund
-25%

Sold out

Sold their entire stake.

Vanguard BD Index FDSBSV
-100%
Abbott LaboratoriesABT
-100%
Spdr Gold TRGLD
-100%
AT&TT
-100%

Holdings

Vanguard Index FDSVV
Share
13.9%
Value
$67m
Shares
194,273
+2%
Dimensional ETF TrustDFUS
Share
11.9%
Value
$57m
Shares
697,119
+6%
Dimensional ETF TrustDFAS
Share
8.6%
Value
$42m
Shares
504,189
+5%
Dimensional ETF TrustDFIC
Share
6.6%
Value
$32m
Shares
853,239
+10%
Vanguard Tax-Managed FDSVEA
Share
6.5%
Value
$31m
Shares
436,379
Held
Vanguard Index FDSVB
Share
5.5%
Value
$26m
Shares
86,672
Held
Dimensional ETF TrustDFEM
Share
3.0%
Value
$15m
Shares
359,677
+11%
Vanguard Index FDSVUG
Share
2.7%
Value
$13m
Shares
149,351
Held
Vanguard Index FDSVNQ
Share
2.6%
Value
$13m
Shares
130,770
Held
Vanguard Whitehall FDSVWOB
Share
2.6%
Value
$13m
Shares
187,058
+3%
Vanguard Intl Equity Index FVWO
Share
2.6%
Value
$12m
Shares
208,177
-3%
Dimensional ETF TrustDFAX
Share
2.3%
Value
$11m
Shares
302,935
Held
Vanguard Scottsdale FDSVCIT
Share
2.2%
Value
$11m
Shares
130,290
+3%
Vanguard BD Index FDSBIV
Share
2.2%
Value
$11m
Shares
137,452
+6%
Vanguard Scottsdale FDSVCSH
Share
2.2%
Value
$10m
Shares
131,739
+5%
Vanguard MUN BD FDSVTEB
Share
1.6%
Value
$8m
Shares
154,381
Held
Dimensional ETF TrustDFAI
Share
1.5%
Value
$7m
Shares
176,854
-2%
Vanguard Index FDSVTI
Share
1.4%
Value
$7m
Shares
17,672
Held
Vanguard Specialized FundsVIG
Share
1.3%
Value
$6m
Shares
26,938
+6%
Spdr Series TrustSPHY
Share
1.2%
Value
$6m
Shares
250,032
+9%
Dimensional ETF TrustDFAR
Share
1.1%
Value
$5m
Shares
197,803
+21%
AppleAAPL
Share
1.0%
Value
$5m
Shares
16,763
Held
Vanguard Malvern FDSVTIP
Share
1.0%
Value
$5m
Shares
93,496
+4%
Eli LillyLLY
Share
0.8%
Value
$4m
Shares
3,375
Held
Schwab Strategic TRSCHX
Share
0.8%
Value
$4m
Shares
131,269
Held
Vanguard Index FDSVTV
Share
0.7%
Value
$3m
Shares
14,604
Held
Berkshire HathawayBRK-B
Share
0.5%
Value
$2m
Shares
4,984
-32%
Johnson & JohnsonJNJ
Share
0.4%
Value
$2m
Shares
7,600
Held
Cincinnati FinancialCINF
Share
0.4%
Value
$2m
Shares
9,975
Held
WalmartWMT
Share
0.4%
Value
$2m
Shares
15,756
Held
JPMorgan ChaseJPM
Share
0.4%
Value
$2m
Shares
5,223
Held
Berkshire Hathaway INC DELBRK-A
Share
0.3%
Value
$1m
Shares
2
Held
Spdr Series TrustSHM
Share
0.3%
Value
$1m
Shares
31,219
Held
MicrosoftMSFT
Share
0.3%
Value
$1m
Shares
3,963
+3%
Vanguard Index FDSVO
Share
0.3%
Value
$1m
Shares
17,244
Held
Ishares TRMUB
Share
0.3%
Value
$1m
Shares
11,778
Held
Schwab Strategic TRSCHA
Share
0.3%
Value
$1m
Shares
34,524
Held
Johnson Controls InternationalJCI
Share
0.2%
Value
$1m
Shares
8,169
Held
Amazon.comAMZN
Share
0.2%
Value
$1m
Shares
4,827
+4%
State STR Spdr S&P 500 ETF TSPY
Share
0.2%
Value
$1m
Shares
1,531
Held
AbbVieABBV
Share
0.2%
Value
$1m
Shares
4,076
Held
NvidiaNVDA
Share
0.2%
Value
$916,616
Shares
4,581
+14%
Analog DevicesADI
Share
0.2%
Value
$890,455
Shares
2,242
Held
Vanguard Whitehall FDSVYM
Share
0.2%
Value
$838,665
Shares
5,307
+44%
General ElectricGE
Share
0.2%
Value
$825,943
Shares
2,210
Held
Ishares TRIWB
Share
0.2%
Value
$821,867
Shares
2,007
Held
CaterpillarCAT
Share
0.2%
Value
$799,740
Shares
751
Held
Vanguard Index FDSVOO
Share
0.2%
Value
$798,612
Shares
1,163
Held
BrookfieldBN
Share
0.2%
Value
$781,015
Shares
18,338
New
Advanced Micro DevicesAMD
Share
0.1%
Value
$643,067
Shares
1,107
Held
LindeLIN
Share
0.1%
Value
$639,853
Shares
1,233
Held
AflacAFL
Share
0.1%
Value
$639,364
Shares
5,453
Held
W.W. GraingerGWW
Share
0.1%
Value
$614,901
Shares
452
Held
GE VernovaGEV
Share
0.1%
Value
$612,102
Shares
521
Held
Vanguard Wellington FDVTES
Share
0.1%
Value
$606,138
Shares
5,983
+22%
McDonald'sMCD
Share
0.1%
Value
$605,224
Shares
2,239
-12%
Invesco QQQ TRQQQ
Share
0.1%
Value
$598,159
Shares
812
Held
AlphabetGOOG
Share
0.1%
Value
$590,061
Shares
1,670
Held
Meta PlatformsMETA
Share
0.1%
Value
$585,258
Shares
1,039
+10%
Norfolk SouthernNSC
Share
0.1%
Value
$580,733
Shares
1,846
Held
TJX CompaniesTJX
Share
0.1%
Value
$567,974
Shares
3,749
+4%
NextEra EnergyNEE
Share
0.1%
Value
$567,433
Shares
6,465
Held
Elevance HealthELV
Share
0.1%
Value
$534,074
Shares
1,381
+2%
Vanguard Ultra-ShortVGUS
Share
0.1%
Value
$519,784
Shares
6,870
New
Morgan StanleyMS
Share
0.1%
Value
$487,690
Shares
2,333
Held
L3harris TechnologiesLHX
Share
<0.1%
Value
$475,986
Shares
1,638
Held
Select Sector Spdr TRXLK
Share
<0.1%
Value
$470,394
Shares
2,469
Held
Consolidated EdisonED
Share
<0.1%
Value
$444,069
Shares
4,014
Held
Illinois Tool WorksITW
Share
<0.1%
Value
$438,375
Shares
1,621
Held
RTXRTX
Share
<0.1%
Value
$430,497
Shares
2,269
Held
Emerson ElectricEMR
Share
<0.1%
Value
$429,164
Shares
2,998
Held
Cisco SystemsCSCO
Share
<0.1%
Value
$425,205
Shares
3,620
Held
Schwab Strategic TRSCHF
Share
<0.1%
Value
$421,603
Shares
15,220
Held
Ishares TRIVV
Share
<0.1%
Value
$411,890
Shares
550
Held
Vanguard World FDVGT
Share
<0.1%
Value
$401,537
Shares
3,360
Held
General DynamicsGD
Share
<0.1%
Value
$394,978
Shares
1,115
Held
Vanguard Star FDSVXUS
Share
<0.1%
Value
$392,314
Shares
4,589
-7%
ExxonMobil HoldingsXOM
Share
<0.1%
Value
$392,250
Shares
2,869
+3%
Vanguard Index FDSVBK
Share
<0.1%
Value
$392,030
Shares
1,072
Held
VisaV
Share
<0.1%
Value
$384,261
Shares
1,120
+16%
Automatic Data ProcessingADP
Share
<0.1%
Value
$383,850
Shares
1,714
Held
Procter & GamblePG
Share
<0.1%
Value
$375,105
Shares
2,558
-6%
Vanguard Calif TAX Free FDSVTEC
Share
<0.1%
Value
$368,699
Shares
3,665
+7%
ChevronCVX
Share
<0.1%
Value
$366,495
Shares
2,211
Held
AlphabetGOOGL
Share
<0.1%
Value
$364,160
Shares
1,019
+10%
BlackRockBLK
Share
<0.1%
Value
$357,700
Shares
372
Held
SyscoSYY
Share
<0.1%
Value
$354,630
Shares
4,243
Held
Ishares TRIVW
Share
<0.1%
Value
$352,352
Shares
2,562
Held
Dimensional ETF TrustDFCA
Share
<0.1%
Value
$349,554
Shares
6,966
Held
Vanguard Scottsdale FDSVGSH
Share
<0.1%
Value
$347,861
Shares
5,977
Held
Ishares TRQUAL
Share
<0.1%
Value
$346,480
Shares
1,579
Held
Old National BancorpONB
Share
<0.1%
Value
$346,205
Shares
13,367
Held
Ishares TRESML
Share
<0.1%
Value
$346,095
Shares
6,188
Held
Ishares TREFG
Share
<0.1%
Value
$345,514
Shares
2,777
Held
Air Products & ChemicalsAPD
Share
<0.1%
Value
$344,780
Shares
1,176
+3%
Ishares TRLRGF
Share
<0.1%
Value
$338,822
Shares
4,480
Held
PaychexPAYX
Share
<0.1%
Value
$334,420
Shares
3,401
Held
StrykerSYK
Share
<0.1%
Value
$326,174
Shares
1,036
Held
Ishares Gold TRIAU
Share
<0.1%
Value
$319,936
Shares
4,237
Held
Lowe's CompaniesLOW
Share
<0.1%
Value
$315,962
Shares
1,433
Held

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVV	13.9%	$67m	194,273	+2%
Dimensional ETF TrustDFUS	11.9%	$57m	697,119	+6%
Dimensional ETF TrustDFAS	8.6%	$42m	504,189	+5%
Dimensional ETF TrustDFIC	6.6%	$32m	853,239	+10%
Vanguard Tax-Managed FDSVEA	6.5%	$31m	436,379	Held
Vanguard Index FDSVB	5.5%	$26m	86,672	Held
Dimensional ETF TrustDFEM	3.0%	$15m	359,677	+11%
Vanguard Index FDSVUG	2.7%	$13m	149,351	Held
Vanguard Index FDSVNQ	2.6%	$13m	130,770	Held
Vanguard Whitehall FDSVWOB	2.6%	$13m	187,058	+3%
Vanguard Intl Equity Index FVWO	2.6%	$12m	208,177	-3%
Dimensional ETF TrustDFAX	2.3%	$11m	302,935	Held
Vanguard Scottsdale FDSVCIT	2.2%	$11m	130,290	+3%
Vanguard BD Index FDSBIV	2.2%	$11m	137,452	+6%
Vanguard Scottsdale FDSVCSH	2.2%	$10m	131,739	+5%
Vanguard MUN BD FDSVTEB	1.6%	$8m	154,381	Held
Dimensional ETF TrustDFAI	1.5%	$7m	176,854	-2%
Vanguard Index FDSVTI	1.4%	$7m	17,672	Held
Vanguard Specialized FundsVIG	1.3%	$6m	26,938	+6%
Spdr Series TrustSPHY	1.2%	$6m	250,032	+9%
Dimensional ETF TrustDFAR	1.1%	$5m	197,803	+21%
AppleAAPL	1.0%	$5m	16,763	Held
Vanguard Malvern FDSVTIP	1.0%	$5m	93,496	+4%
Eli LillyLLY	0.8%	$4m	3,375	Held
Schwab Strategic TRSCHX	0.8%	$4m	131,269	Held
Vanguard Index FDSVTV	0.7%	$3m	14,604	Held
Berkshire HathawayBRK-B	0.5%	$2m	4,984	-32%
Johnson & JohnsonJNJ	0.4%	$2m	7,600	Held
Cincinnati FinancialCINF	0.4%	$2m	9,975	Held
WalmartWMT	0.4%	$2m	15,756	Held
JPMorgan ChaseJPM	0.4%	$2m	5,223	Held
Berkshire Hathaway INC DELBRK-A	0.3%	$1m	2	Held
Spdr Series TrustSHM	0.3%	$1m	31,219	Held
MicrosoftMSFT	0.3%	$1m	3,963	+3%
Vanguard Index FDSVO	0.3%	$1m	17,244	Held
Ishares TRMUB	0.3%	$1m	11,778	Held
Schwab Strategic TRSCHA	0.3%	$1m	34,524	Held
Johnson Controls InternationalJCI	0.2%	$1m	8,169	Held
Amazon.comAMZN	0.2%	$1m	4,827	+4%
State STR Spdr S&P 500 ETF TSPY	0.2%	$1m	1,531	Held
AbbVieABBV	0.2%	$1m	4,076	Held
NvidiaNVDA	0.2%	$916,616	4,581	+14%
Analog DevicesADI	0.2%	$890,455	2,242	Held
Vanguard Whitehall FDSVYM	0.2%	$838,665	5,307	+44%
General ElectricGE	0.2%	$825,943	2,210	Held
Ishares TRIWB	0.2%	$821,867	2,007	Held
CaterpillarCAT	0.2%	$799,740	751	Held
Vanguard Index FDSVOO	0.2%	$798,612	1,163	Held
BrookfieldBN	0.2%	$781,015	18,338	New
Advanced Micro DevicesAMD	0.1%	$643,067	1,107	Held
LindeLIN	0.1%	$639,853	1,233	Held
AflacAFL	0.1%	$639,364	5,453	Held
W.W. GraingerGWW	0.1%	$614,901	452	Held
GE VernovaGEV	0.1%	$612,102	521	Held
Vanguard Wellington FDVTES	0.1%	$606,138	5,983	+22%
McDonald'sMCD	0.1%	$605,224	2,239	-12%
Invesco QQQ TRQQQ	0.1%	$598,159	812	Held
AlphabetGOOG	0.1%	$590,061	1,670	Held
Meta PlatformsMETA	0.1%	$585,258	1,039	+10%
Norfolk SouthernNSC	0.1%	$580,733	1,846	Held
TJX CompaniesTJX	0.1%	$567,974	3,749	+4%
NextEra EnergyNEE	0.1%	$567,433	6,465	Held
Elevance HealthELV	0.1%	$534,074	1,381	+2%
Vanguard Ultra-ShortVGUS	0.1%	$519,784	6,870	New
Morgan StanleyMS	0.1%	$487,690	2,333	Held
L3harris TechnologiesLHX	<0.1%	$475,986	1,638	Held
Select Sector Spdr TRXLK	<0.1%	$470,394	2,469	Held
Consolidated EdisonED	<0.1%	$444,069	4,014	Held
Illinois Tool WorksITW	<0.1%	$438,375	1,621	Held
RTXRTX	<0.1%	$430,497	2,269	Held
Emerson ElectricEMR	<0.1%	$429,164	2,998	Held
Cisco SystemsCSCO	<0.1%	$425,205	3,620	Held
Schwab Strategic TRSCHF	<0.1%	$421,603	15,220	Held
Ishares TRIVV	<0.1%	$411,890	550	Held
Vanguard World FDVGT	<0.1%	$401,537	3,360	Held
General DynamicsGD	<0.1%	$394,978	1,115	Held
Vanguard Star FDSVXUS	<0.1%	$392,314	4,589	-7%
ExxonMobil HoldingsXOM	<0.1%	$392,250	2,869	+3%
Vanguard Index FDSVBK	<0.1%	$392,030	1,072	Held
VisaV	<0.1%	$384,261	1,120	+16%
Automatic Data ProcessingADP	<0.1%	$383,850	1,714	Held
Procter & GamblePG	<0.1%	$375,105	2,558	-6%
Vanguard Calif TAX Free FDSVTEC	<0.1%	$368,699	3,665	+7%
ChevronCVX	<0.1%	$366,495	2,211	Held
AlphabetGOOGL	<0.1%	$364,160	1,019	+10%
BlackRockBLK	<0.1%	$357,700	372	Held
SyscoSYY	<0.1%	$354,630	4,243	Held
Ishares TRIVW	<0.1%	$352,352	2,562	Held
Dimensional ETF TrustDFCA	<0.1%	$349,554	6,966	Held
Vanguard Scottsdale FDSVGSH	<0.1%	$347,861	5,977	Held
Ishares TRQUAL	<0.1%	$346,480	1,579	Held
Old National BancorpONB	<0.1%	$346,205	13,367	Held
Ishares TRESML	<0.1%	$346,095	6,188	Held
Ishares TREFG	<0.1%	$345,514	2,777	Held
Air Products & ChemicalsAPD	<0.1%	$344,780	1,176	+3%
Ishares TRLRGF	<0.1%	$338,822	4,480	Held
PaychexPAYX	<0.1%	$334,420	3,401	Held
StrykerSYK	<0.1%	$326,174	1,036	Held
Ishares Gold TRIAU	<0.1%	$319,936	4,237	Held
Lowe's CompaniesLOW	<0.1%	$315,962	1,433	Held

Showing the largest 100 of 125.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 35.8% since 30 June 2025.

Where the money is

Technology2.1%

Financial services1.8%

Health care1.7%

Industrials1.6%

Everyday goods0.7%

Retail & consumer0.5%

Media & telecom0.3%

Utilities0.3%

Materials0.3%

Energy0.2%

Real estate0.2%

Other90.2%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.