Hurlow Wealth Management Group, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 10, 2025), Hurlow Wealth Management Group, Inc. reported 127 stock positions worth $354.0 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 12.0% of the portfolio, followed by Dimensional US Eq MKT ETF (DFUS, 9.6%) and Vanguard Ftse Developed ETF (VEA, 6.9%). Compared with Q1 2025, it opened 11 new positions, sold out of 4, added to 31 and reduced 44. The biggest buy was Dimensional US Eq MKT ETF (DFUS, shares +7%) and the biggest sale Vanguard Real Estate ETF (VNQ, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- BLOOMINGTON, IN
- CIK
- 0001747749
- Portfolio Value
- $354.0M (Q2 2025)
- SEC Filing
- 0001747749-25-000005 ↗ filed Jul 10, 2025
Holdings Value
Holdings 127 stocks · $354.0M
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 12.02% | 149,114 | $42.5M | Add +4.0% |
| DFUS Dimensional US Eq MKT ETF | 9.63% | 508,591 | $34.1M | Add +6.7% |
| VEA Vanguard Ftse Developed ETF | 6.91% | 428,980 | $24.5M | Reduce -0.5% |
| DFAS Dimensional US Small Cap ETF | 6.03% | 335,322 | $21.4M | Add +10.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 5.60% | 83,713 | $19.8M | Add +0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.74% | 30,200 | $13.2M | Reduce -8.1% |
| VNQ Vanguard Real Estate ETF | 3.37% | 134,073 | $11.9M | Reduce -16.1% |
| MSFT Microsoft Corp. | 3.35% | 23,863 | $11.9M | Reduce -0.5% |
| DFIC Dimensional International Co. | 3.16% | 359,284 | $11.2M | Add +16.8% |
| VWO Vanguard Ftse Emerging Marke | 2.95% | 210,864 | $10.4M | Add +3.4% |
| VCIT Vanguard Int-Term Corporate | 2.81% | 119,965 | $9.9M | Add +1.4% |
| VWOB Vanguard Emerg MKTS Gov BND | 2.66% | 144,191 | $9.4M | Add +8.2% |
| DFAX Dimensional World Ex US Core | 2.57% | 309,426 | $9.1M | Reduce -0.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.19% | 97,711 | $7.8M | Add +4.5% |
| DFAI Dimensional International Co. | 2.17% | 221,749 | $7.7M | Reduce -1.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.05% | 147,712 | $7.2M | Add +9.1% |
| VIG Vanguard Dividend Apprec ETF | 1.79% | 30,987 | $6.3M | Reduce -4.2% |
| BIV Vanguard Intermediate-Term B | 1.66% | 75,767 | $5.9M | Add +23.6% |
| VTI VG Morningstar TS MKT ETF-US | 1.62% | 18,854 | $5.7M | Reduce -2.8% |
| DFEM Dimensional Emrg MRKT Core | 1.24% | 148,270 | $4.4M | Add +84.5% |
| LLY Eli Lilly & Co. | 1.24% | 5,639 | $4.4M | Reduce -8.1% |
| SPHY SS SPDR P High Yield ETF | 1.19% | 177,163 | $4.2M | Add +8.7% |
| AAPL Apple Inc. | 1.11% | 19,096 | $3.9M | Reduce -0.1% |
| VTIP Vanguard Short-Term Tips | 1.08% | 75,889 | $3.8M | Add +4.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.04% | 7,607 | $3.7M | No change |
| SCHX Schwab US Large-Cap ETF | 0.93% | 134,651 | $3.3M | Add +35.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.74% | 14,888 | $2.6M | Reduce -4.3% |
| WMT Walmart Inc. | 0.62% | 22,311 | $2.2M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.49% | 6,140 | $1.7M | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 0.48% | 5,824 | $1.7M | Reduce -4.5% |
| SHM SS SPDR N Ice St Muni ETF | 0.45% | 33,168 | $1.6M | Reduce -0.7% |
| CINF Cincinnati Financial Corp. | 0.43% | 10,284 | $1.5M | Reduce -1.8% |
| JNJ Johnson & Johnson | 0.43% | 9,876 | $1.5M | Add +0.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.41% | 2 | $1.5M | No change |
| PG The Procter & Gamble Co. | 0.37% | 8,252 | $1.3M | No change |
| MUB iShares National Muni Bond E | 0.35% | 11,788 | $1.2M | No change |
| ABBV Abbvie Inc. | 0.29% | 5,531 | $1.0M | No change |
| AMZN Amazon.com Inc. | 0.28% | 4,576 | $1.0M | Add +37.3% |
| SCHA Schwab US Small-Cap ETF | 0.28% | 39,442 | $998K | Reduce -43.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 1,537 | $949K | No change |
| META Meta Platforms Inc. Class A | 0.27% | 1,280 | $945K | Add +28.6% |
| ORCL Oracle Corp. | 0.26% | 4,250 | $929K | Add +2.4% |
| JCI Johnson Controls Internation | 0.24% | 8,122 | $858K | Add +0.0% |
| MCD McDonald's Corp. | 0.23% | 2,738 | $800K | No change |
| HD Home Depot Inc. | 0.22% | 2,139 | $784K | Add +0.2% |
| LOW Lowe's Cos Inc. | 0.22% | 3,464 | $769K | Reduce -8.7% |
| EMR Emerson Electric Co. | 0.20% | 5,317 | $709K | Reduce -0.0% |
| IWB iShares Russell 1000 ETF | 0.19% | 2,007 | $682K | No change |
| NVDA Nvidia Corp. | 0.19% | 4,269 | $674K | Add +48.1% |
| PAYX Paychex Inc. | 0.18% | 4,459 | $649K | No change |
| LIN Linde PLC | 0.18% | 1,378 | $647K | No change |
| ADP Automatic Data Processing | 0.18% | 2,085 | $643K | Reduce -10.3% |
| AFL Aflac Inc. | 0.18% | 5,954 | $628K | No change |
| ADI Analog Devices Inc. | 0.17% | 2,550 | $607K | Reduce -0.4% |
| PM Philip Morris International | 0.17% | 3,271 | $596K | Add +0.0% |
| GE General Electric filed as GE AEROSPACE | 0.16% | 2,207 | $568K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 1,012 | $558K | Reduce -17.7% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.16% | 534 | $555K | Reduce -2.9% |
| DVY iShares Select Dividend ETF | 0.15% | 4,079 | $542K | No change |
| NSC Norfolk Southern Corp. | 0.15% | 2,028 | $519K | No change |
| ABT Abbott Laboratories | 0.14% | 3,724 | $507K | Add +0.0% |
| ELV Elevance Health Inc. | 0.14% | 1,288 | $501K | Add +0.1% |
| VYM Vanguard High DVD Yield ETF | 0.14% | 3,677 | $490K | No change |
| NEE Nextera Energy Inc. | 0.14% | 7,059 | $490K | Add +0.0% |
| DFAR Dimensional US Real Est ETF | 0.14% | 20,479 | $480K | New |
| VOO Vanguard S&P 500 ETF | 0.13% | 823 | $468K | Add +8.6% |
| PEP Pepsico Inc. | 0.13% | 3,518 | $465K | Reduce -0.1% |
| LHX L3HARRIS Technologies Inc. | 0.13% | 1,831 | $459K | Reduce -5.1% |
| SYK Stryker Corp. | 0.13% | 1,126 | $445K | Reduce -23.0% |
| CSCO Cisco Systems Inc. | 0.13% | 6,406 | $444K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 3,595 | $444K | Reduce -5.3% |
| FDS Factset Research Systems Inc. | 0.12% | 988 | $442K | No change |
| ITW Illinois Tool Works | 0.12% | 1,775 | $439K | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.12% | 3,944 | $425K | Reduce -0.1% |
| GD General Dynamics Corp. | 0.12% | 1,449 | $423K | Reduce -0.1% |
| APD Air Products & Chemicals Inc. | 0.12% | 1,496 | $422K | Reduce -0.1% |
| BLK BlackRock Inc. | 0.12% | 399 | $419K | Reduce -6.8% |
| ED Consolidated Edison Inc. | 0.11% | 4,010 | $402K | Reduce -0.0% |
| CVX Chevron Corp. | 0.11% | 2,677 | $383K | Reduce -0.2% |
| SYY Sysco Corp. | 0.10% | 4,866 | $369K | Add +0.1% |
| MS Morgan Stanley | 0.10% | 2,593 | $365K | No change |
| NVS Novartis AG-Sponsored ADR | 0.10% | 2,969 | $359K | No change |
| SCHF Schwab Intl Equity ETF | 0.10% | 16,216 | $358K | Reduce -22.2% |
| RTX RTX Corp. | 0.10% | 2,418 | $353K | No change |
| VGSH Vanguard Short-Term Treasury | 0.10% | 5,977 | $351K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.10% | 875 | $347K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.10% | 8,365 | $346K | No change |
| V Visa Inc. Class A | 0.10% | 959 | $340K | Add +0.1% |
| XLK SS Technology Select Sector | 0.10% | 1,337 | $339K | No change |
| DFCA Dimensional Calfornia MB ETF | 0.09% | 6,561 | $323K | New |
| VT Vanguard Tot World STK ETF | 0.09% | 2,418 | $311K | Add +2.2% |
| MRK Merck & Co. Inc. | 0.09% | 3,833 | $303K | Reduce -23.9% |
| VXUS Vanguard Total Intl Stock | 0.09% | 4,372 | $302K | Reduce -5.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.08% | 1,072 | $297K | Reduce -1.3% |
| VTEC Vanguard Ca Tax-Ex Bond | 0.08% | 3,011 | $294K | New |
| GOOG Alphabet Inc. Class C | 0.08% | 1,648 | $292K | Reduce -47.5% |
| WEC WEC Energy Group Inc. | 0.08% | 2,792 | $291K | No change |
| CAT Caterpillar Inc. | 0.08% | 747 | $290K | No change |
| CL Colgate-Palmolive Co. | 0.08% | 3,185 | $290K | No change |
| MDT Medtronic PLC | 0.08% | 3,321 | $289K | Reduce -0.1% |
Portfolio Sells Q1 2025 → Q2 2025
| VNQ Vanguard Real Estate ETF | Reduce -16.1% | 3.37% | −1.15 |
| LLY Eli Lilly & Co. | Reduce -8.1% | 1.24% | −0.34 |
| SCHA Schwab US Small-Cap ETF | Reduce -43.0% | 0.28% | −0.22 |
| AAPL Apple Inc. | Reduce -0.1% | 1.11% | −0.22 |
| VIG Vanguard Dividend Apprec ETF | Reduce -4.2% | 1.79% | −0.17 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -4.3% | 0.74% | −0.10 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.09 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.08 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.08 |
| GOOG Alphabet Inc. Class C | Reduce -47.5% | 0.08% | −0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -8.1% | 3.74% | −0.07 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.07 |
| LOW Lowe's Cos Inc. | Reduce -8.7% | 0.22% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -23.9% | 0.09% | −0.06 |
| CINF Cincinnati Financial Corp. | Reduce -1.8% | 0.43% | −0.05 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -0.7% | 0.45% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.8% | 1.62% | −0.05 |
| SYK Stryker Corp. | Reduce -23.0% | 0.13% | −0.04 |
| ADP Automatic Data Processing | Reduce -10.3% | 0.18% | −0.04 |
| DFAI Dimensional International Co. | Reduce -1.8% | 2.17% | −0.04 |
| PEP Pepsico Inc. | Reduce -0.1% | 0.13% | −0.03 |
| CVX Chevron Corp. | Reduce -0.2% | 0.11% | −0.03 |
| SCHF Schwab Intl Equity ETF | Reduce -22.2% | 0.10% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 0.12% | −0.03 |
| ED Consolidated Edison Inc. | Reduce -0.0% | 0.11% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -17.7% | 0.16% | −0.02 |
| COP Conocophillips | Reduce -0.6% | 0.07% | −0.02 |
| CLX Clorox Company | Reduce -0.1% | 0.06% | −0.02 |
| TJX TJX Companies Inc. | Reduce -5.3% | 0.13% | −0.02 |
| APD Air Products & Chemicals Inc. | Reduce -0.1% | 0.12% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.9% | 0.49% | −0.02 |
| TGT Target Corp. | Reduce -3.1% | 0.07% | −0.01 |
| GWW WW Grainger Inc. | Reduce -2.9% | 0.16% | −0.01 |
| MDT Medtronic PLC | Reduce -0.1% | 0.08% | −0.01 |
| PSX Phillips 66 | Reduce -0.1% | 0.08% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -0.0% | 0.07% | −0.01 |
| BLK BlackRock Inc. | Reduce -6.8% | 0.12% | −0.01 |
| ES Eversource Energy | Reduce -0.5% | 0.07% | −0.01 |
| GD General Dynamics Corp. | Reduce -0.1% | 0.12% | −0.00 |
| VXUS Vanguard Total Intl Stock | Reduce -5.0% | 0.09% | −0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -1.3% | 0.08% | −0.00 |
| LHX L3HARRIS Technologies Inc. | Reduce -5.1% | 0.13% | +0.00 |
| JPM JPMorgan Chase & Co. | Reduce -4.5% | 0.48% | +0.01 |
| ADI Analog Devices Inc. | Reduce -0.4% | 0.17% | +0.01 |
| EMR Emerson Electric Co. | Reduce -0.0% | 0.20% | +0.02 |
| DFAX Dimensional World Ex US Core | Reduce -0.4% | 2.57% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.5% | 6.91% | +0.06 |
| MSFT Microsoft Corp. | Reduce -0.5% | 3.35% | +0.54 |
Portfolio Buys Q1 2025 → Q2 2025
| DFUS Dimensional US Eq MKT ETF | Add +6.7% | 9.63% | +0.62 |
| DFEM Dimensional Emrg MRKT Core | Add +84.5% | 1.24% | +0.58 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +4.0% | 12.02% | +0.50 |
| DFIC Dimensional International Co. | Add +16.8% | 3.16% | +0.48 |
| DFAS Dimensional US Small Cap ETF | Add +10.2% | 6.03% | +0.35 |
| SCHX Schwab US Large-Cap ETF | Add +35.4% | 0.93% | +0.24 |
| BIV Vanguard Intermediate-Term B | Add +23.6% | 1.66% | +0.19 |
| DFAR Dimensional US Real Est ETF | New | 0.14% | +0.14 |
| NVDA Nvidia Corp. | Add +48.1% | 0.19% | +0.09 |
| DFCA Dimensional Calfornia MB ETF | New | 0.09% | +0.09 |
| META Meta Platforms Inc. Class A | Add +28.6% | 0.27% | +0.09 |
| AMZN Amazon.com Inc. | Add +37.3% | 0.28% | +0.09 |
| VTEC Vanguard Ca Tax-Ex Bond | New | 0.08% | +0.08 |
| ORCL Oracle Corp. | Add +2.4% | 0.26% | +0.08 |
| GEV GE Vernova Inc. | New | 0.08% | +0.08 |
| DIS The Walt Disney Co. | New | 0.07% | +0.07 |
| SUB iShares Short-Term National | New | 0.07% | +0.07 |
| IVV iShares Core S&P 500 ETF | New | 0.06% | +0.06 |
| VWO Vanguard Ftse Emerging Marke | Add +3.4% | 2.95% | +0.06 |
| VGT Vanguard Info Tech ETF | New | 0.06% | +0.06 |
| SPHQ Invesco S&P 500 Quality ETF | New | 0.06% | +0.06 |
| AVUV Avantis US Small Cap Value | New | 0.06% | +0.06 |
| T AT&T Inc. | New | 0.06% | +0.06 |
| JCI Johnson Controls Internation | Add +0.0% | 0.24% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +8.6% | 0.13% | +0.01 |
| PM Philip Morris International | Add +0.0% | 0.17% | +0.01 |
| VT Vanguard Tot World STK ETF | Add +2.2% | 0.09% | +0.00 |
| SPHY SS SPDR P High Yield ETF | Add +8.7% | 1.19% | −0.00 |
| V Visa Inc. Class A | Add +0.1% | 0.10% | −0.01 |
| SYY Sysco Corp. | Add +0.1% | 0.10% | −0.01 |
| ABT Abbott Laboratories | Add +0.0% | 0.14% | −0.01 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +8.2% | 2.66% | −0.01 |
| ITW Illinois Tool Works | Add +0.1% | 0.12% | −0.01 |
| NEE Nextera Energy Inc. | Add +0.0% | 0.14% | −0.02 |
| HD Home Depot Inc. | Add +0.2% | 0.22% | −0.02 |
| ELV Elevance Health Inc. | Add +0.1% | 0.14% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +9.1% | 2.05% | −0.05 |
| VTIP Vanguard Short-Term Tips | Add +4.3% | 1.08% | −0.06 |
| JNJ Johnson & Johnson | Add +0.0% | 0.43% | −0.09 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.5% | 2.19% | −0.11 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.5% | 5.60% | −0.17 |
| VCIT Vanguard Int-Term Corporate | Add +1.4% | 2.81% | −0.21 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 125 | $480.6M | VV, DFUS, DFAS, DFIC, VEA |
| Q1 2026 | 120 | $420.1M | VV, DFUS, DFAS, VEA, DFIC |
| Q4 2025 | 120 | $408.5M | VV, DFUS, DFAS, VEA, DFIC |
| Q3 2025 | 119 | $386.1M | VV, DFUS, DFAS, VEA, VB |
| Q2 2025 | 127 | $354.0M | VV, DFUS, VEA, DFAS, VB |
| Q1 2025 | 120 | $319.9M | VV, DFUS, VEA, VB, DFAS |
| Q4 2024 | 121 | $320.2M | VV, DFUS, VEA, VB, DFAS |
| Q3 2024 | 118 | $320.6M | VV, DFUS, VEA, VB, DFAS |
| Q2 2024 | 116 | $291.3M | VV, DFUS, VEA, VB, DFAS |
| Q1 2024 | 115 | $283.3M | VV, DFUS, VEA, VB, DFAS |