Hurlow Wealth Management Group, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 22, 2026), Hurlow Wealth Management Group, Inc. reported 120 stock positions worth $420.1 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 13.5% of the portfolio, followed by Dimensional US Eq MKT ETF (DFUS, 11.1%) and Dimensional US Small Cap ETF (DFAS, 8.1%). Compared with Q4 2025, it opened 4 new positions, sold out of 4, added to 67 and reduced 19. The biggest buy was Dimensional International (DFIC, shares +9%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −3%).

Most Recent 13F
Q2 2026
Location
BLOOMINGTON, IN
CIK
0001747749
Portfolio Value
$420.1M (Q1 2026)
SEC Filing
0001747749-26-000005 ↗ filed Apr 22, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $283.3M Q1 2024 Q2 2024: $291.3M Q2 2024 Q3 2024: $320.6M Q3 2024 Q4 2024: $320.2M Q4 2024 Q1 2025: $319.9M Q1 2025 Q2 2025: $354.0M Q2 2025 Q3 2025: $386.1M Q3 2025 Q4 2025: $408.5M Q4 2025 Q1 2026: $420.1M $420.1M Q1 2026 Q2 2026: $480.6M Q2 2026

Holdings 120 stocks · $420.1M
VV Vngrd Mrgstr LRG-Cap ETF-Usd 13.49% 189,574 $56.7M Add +5.8%
DFUS Dimensional US Eq MKT ETF 11.11% 658,393 $46.7M Add +6.3%
DFAS Dimensional US Small Cap ETF 8.13% 480,193 $34.2M Add +7.0%
VEA Vanguard Ftse Developed ETF 6.67% 436,987 $28.0M Reduce -2.0%
DFIC Dimensional International Co. 6.57% 776,503 $27.6M Add +9.3%
VB Vanguard Most SM-Cap ETF-Usd 5.46% 87,526 $22.9M Add +0.1%
VWOB Vanguard Emerg MKTS Gov BND 2.85% 182,154 $12.0M Add +8.5%
VNQ Vanguard Real Estate ETF 2.80% 132,612 $11.8M Reduce -1.0%
VWO Vanguard Ftse Emerging Marke 2.75% 214,001 $11.6M Reduce -0.6%
DFEM Dimensional Emrg MRKT Core 2.67% 324,748 $11.2M Add +10.8%
VUG Vanguard Mrngstar GR ETF-Sui 2.59% 24,950 $10.9M Reduce -2.8%
VCIT Vanguard Int-Term Corporate 2.49% 126,404 $10.5M Add +2.5%
DFAX Dimensional World Ex US Core 2.46% 303,923 $10.3M Add +1.7%
BIV Vanguard Intermediate-Term B 2.38% 129,737 $10.0M Add +16.0%
VCSH Vanguard S/T Corp. Bond ETF 2.38% 125,984 $10.0M Add +5.3%
VTEB Vanguard Tax-Exempt Bond ETF 1.82% 153,633 $7.7M Add +5.2%
DFAI Dimensional International Co. 1.67% 180,573 $7.0M Add +3.0%
VTI VG Morningstar TS MKT ETF-US 1.35% 17,697 $5.7M Add +0.1%
VIG Vanguard Dividend Apprec ETF 1.30% 25,478 $5.5M Reduce -4.5%
SPHY SS SPDR P High Yield ETF 1.28% 229,922 $5.4M Add +7.1%
VTIP Vanguard Short-Term Tips 1.07% 89,965 $4.5M Add +8.3%
AAPL Apple Inc. 1.02% 16,955 $4.3M Reduce -0.7%
DFAR Dimensional US Real Est ETF 0.92% 163,937 $3.9M Add +27.8%
BRK.B Berkshire Hathaway Inc. Class B 0.83% 7,298 $3.5M Reduce -0.4%
SCHX Schwab US Large-Cap ETF 0.81% 132,717 $3.4M Reduce -0.5%
LLY Eli Lilly & Co. 0.73% 3,352 $3.1M Add +0.2%
VTV Vanguard Mrngstr Val ETF-Aui 0.68% 14,622 $2.9M Add +9.5%
WMT Walmart Inc. 0.46% 15,683 $1.9M Add +0.1%
JNJ Johnson & Johnson 0.44% 7,583 $1.9M Add +0.1%
CINF Cincinnati Financial Corp. 0.37% 9,969 $1.6M Add +0.1%
JPM JPMorgan Chase & Co. 0.36% 5,191 $1.5M Add +0.0%
SHM SS SPDR N Ice St Muni ETF 0.35% 31,119 $1.5M Add +1.0%
BRK.A Berkshire Hathaway Inc. Class A 0.34% 2 $1.4M No change
MSFT Microsoft Corp. 0.34% 3,830 $1.4M Reduce -0.2%
MUB iShares National Muni Bond E 0.30% 11,778 $1.3M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.29% 4,311 $1.2M No change
JCI Johnson Controls Internation 0.25% 8,126 $1.1M Add +0.1%
SCHA Schwab US Small-Cap ETF 0.24% 34,948 $1.0M Reduce -0.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.24% 1,534 $997K Reduce -0.1%
AMZN Amazon.com Inc. 0.23% 4,626 $963K Add +1.0%
ABBV Abbvie Inc. 0.21% 4,024 $875K Add +0.1%
MCD McDonald's Corp. 0.19% 2,530 $786K Reduce -2.1%
IWB iShares Russell 1000 ETF 0.17% 2,007 $716K No change
ADI Analog Devices Inc. 0.17% 2,219 $706K No change
NVDA Nvidia Corp. 0.17% 4,009 $699K Add +2.6%
VOO Vanguard S&P 500 ETF 0.17% 1,161 $694K Add +39.9%
GE General Electric filed as GE AEROSPACE 0.15% 2,209 $627K Add +0.1%
LIN Linde PLC 0.15% 1,231 $610K Add +0.2%
AFL Aflac Inc. 0.14% 5,450 $598K Add +0.1%
NEE Nextera Energy Inc. 0.14% 6,419 $596K Add +0.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.14% 3,601 $575K Add +0.2%
LHX L3HARRIS Technologies Inc. 0.13% 1,638 $565K Add +0.1%
VYM Vanguard High DVD Yield ETF 0.13% 3,677 $545K No change
META Meta Platforms Inc. Class A 0.13% 946 $541K Add +7.5%
CAT Caterpillar Inc. 0.13% 750 $531K Add +0.4%
NSC Norfolk Southern Corp. 0.13% 1,846 $530K Add +0.1%
BSV Vanguard Short-Term Bond ETF 0.12% 6,658 $522K No change
VTES Vanguard SH Term Tax-Ex Bond 0.12% 4,896 $495K Add +30.9%
GWW WW Grainger Inc. 0.12% 451 $492K No change
GOOG Alphabet Inc. Class C 0.11% 1,663 $477K Add +0.9%
XOM Exxon Mobil Corp. 0.11% 2,794 $474K Add +0.8%
QQQ Invesco QQQ Trust Series 1 0.11% 812 $469K No change
CVX Chevron Corp. 0.11% 2,231 $462K Add +0.1%
GEV GE Vernova Inc. 0.11% 521 $455K Add +0.2%
ED Consolidated Edison Inc. 0.11% 4,013 $454K Add +0.1%
RTX RTX Corp. 0.10% 2,266 $437K Add +0.1%
ITW Illinois Tool Works 0.10% 1,618 $421K Add +0.3%
ELV Elevance Health Inc. 0.09% 1,348 $395K Add +0.1%
PG The Procter & Gamble Co. 0.09% 2,720 $393K Reduce -5.1%
EMR Emerson Electric Co. 0.09% 2,993 $392K Add +0.0%
MS Morgan Stanley 0.09% 2,329 $383K Add +0.3%
GD General Dynamics Corp. 0.09% 1,114 $382K Add +0.1%
VXUS Vanguard Total Intl Stock 0.09% 4,947 $381K No change
SCHF Schwab Intl Equity ETF 0.09% 15,323 $379K Reduce -2.0%
IAU iShares Gold Trust 0.09% 4,237 $374K No change
IVV iShares Core S&P 500 ETF 0.09% 550 $359K No change
PEP Pepsico Inc. 0.09% 2,310 $359K Add +0.3%
BLK BlackRock Inc. 0.09% 373 $359K Add +0.3%
VGSH Vanguard Short-Term Treasury 0.08% 5,977 $350K No change
DFCA Dimensional Calfornia MB ETF 0.08% 6,966 $347K No change
ADP Automatic Data Processing 0.08% 1,687 $343K Reduce -0.1%
SUB iShares Short-Term National 0.08% 3,217 $343K Add +18.2%
SYK Stryker Corp. 0.08% 1,034 $340K No change
LOW Lowe's Cos Inc. 0.08% 1,435 $339K Add +0.1%
VTEC Vanguard Ca Tax-Ex Bond 0.08% 3,415 $338K Add +9.8%
APD Air Products & Chemicals Inc. 0.08% 1,145 $333K Reduce -1.0%
XLK SS Technology Select Sector 0.08% 2,466 $328K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.08% 1,072 $324K No change
PAYX Paychex Inc. 0.08% 3,440 $317K Reduce -0.0%
EFG iShares MSCI Eafe Growth ETF 0.07% 2,777 $309K Reduce -0.4%
SYY Sysco Corp. 0.07% 4,289 $306K Add +0.1%
QUAL iShares MSCI USA Quality Fac 0.07% 1,579 $303K No change
WEC WEC Energy Group Inc. 0.07% 2,610 $302K Add +0.1%
ONB Old National Bancorp 0.07% 13,522 $299K Add +0.0%
LRGF iShares US Equity Factor ETF 0.07% 4,480 $296K No change
BP BP PLC-Spons ADR 0.07% 6,264 $294K No change
VGT Vanguard Info Tech ETF 0.07% 420 $293K No change
V Visa Inc. Class A 0.07% 966 $292K Add +0.8%
ESML iShares ESG Aware MSCI USA S 0.07% 6,188 $291K No change
IVW iShares S&P 500 Growth ETF 0.07% 2,552 $289K No change

Show all 120 holdings

Portfolio Sells Q4 2025 → Q1 2026
VUG Vanguard Mrngstar GR ETF-Sui Reduce -2.8% 2.59% −0.47
VEA Vanguard Ftse Developed ETF Reduce -2.0% 6.67% −0.16
VIG Vanguard Dividend Apprec ETF Reduce -4.5% 1.30% −0.13
MSFT Microsoft Corp. Reduce -0.2% 0.34% −0.12
AAPL Apple Inc. Reduce -0.7% 1.02% −0.11
VNQ Vanguard Real Estate ETF Reduce -1.0% 2.80% −0.10
VWO Vanguard Ftse Emerging Marke Reduce -0.6% 2.75% −0.08
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.4% 0.83% −0.07
VEU Vanguard Ftse All-World Ex-U Sold out 0.00% −0.07
SCHX Schwab US Large-Cap ETF Reduce -0.5% 0.81% −0.07
FDS Factset Research Systems Inc. Sold out 0.00% −0.06
MDT Medtronic PLC Sold out 0.00% −0.05
ADP Automatic Data Processing Reduce -0.1% 0.08% −0.02
PAYX Paychex Inc. Reduce -0.0% 0.08% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.1% 0.24% −0.02
GOOGL Alphabet Inc. Class A Reduce -10.3% 0.06% −0.02
PG The Procter & Gamble Co. Reduce -5.1% 0.09% −0.01
MCD McDonald's Corp. Reduce -2.1% 0.19% −0.01
HURA Tuhura Biosciences Inc. Sold out 0.00% −0.01
EFG iShares MSCI Eafe Growth ETF Reduce -0.4% 0.07% −0.00
SCHA Schwab US Small-Cap ETF Reduce -0.8% 0.24% −0.00
SCHF Schwab Intl Equity ETF Reduce -2.0% 0.09% −0.00
APD Air Products & Chemicals Inc. Reduce -1.0% 0.08% +0.01

Portfolio Buys Q4 2025 → Q1 2026
DFIC Dimensional International Co. Add +9.3% 6.57% +0.58
DFAS Dimensional US Small Cap ETF Add +7.0% 8.13% +0.48
DFEM Dimensional Emrg MRKT Core Add +10.8% 2.67% +0.30
BIV Vanguard Intermediate-Term B Add +16.0% 2.38% +0.25
DFAR Dimensional US Real Est ETF Add +27.8% 0.92% +0.20
VWOB Vanguard Emerg MKTS Gov BND Add +8.5% 2.85% +0.08
VTIP Vanguard Short-Term Tips Add +8.3% 1.07% +0.06
DFAX Dimensional World Ex US Core Add +1.7% 2.46% +0.06
VTV Vanguard Mrngstr Val ETF-Aui Add +9.5% 0.68% +0.06
JNJ Johnson & Johnson Add +0.1% 0.44% +0.06
PSX Phillips 66 New 0.05% +0.05
GLD SPDR Gold Shares New 0.05% +0.05
T AT&T Inc. New 0.05% +0.05
PM Philip Morris International New 0.05% +0.05
VCSH Vanguard S/T Corp. Bond ETF Add +5.3% 2.38% +0.04
DFAI Dimensional International Co. Add +3.0% 1.67% +0.04
VOO Vanguard S&P 500 ETF Add +39.9% 0.17% +0.04
WMT Walmart Inc. Add +0.1% 0.46% +0.04
SPHY SS SPDR P High Yield ETF Add +7.1% 1.28% +0.03
XOM Exxon Mobil Corp. Add +0.8% 0.11% +0.03
VTEB Vanguard Tax-Exempt Bond ETF Add +5.2% 1.82% +0.03
CVX Chevron Corp. Add +0.1% 0.11% +0.03
GEV GE Vernova Inc. Add +0.2% 0.11% +0.03
VTES Vanguard SH Term Tax-Ex Bond Add +30.9% 0.12% +0.02
CAT Caterpillar Inc. Add +0.4% 0.13% +0.02
LHX L3HARRIS Technologies Inc. Add +0.1% 0.13% +0.02
LIN Linde PLC Add +0.2% 0.15% +0.02
NEE Nextera Energy Inc. Add +0.1% 0.14% +0.02
JCI Johnson Controls Internation Add +0.1% 0.25% +0.02
TGT Target Corp. Add +1.1% 0.06% +0.01
ED Consolidated Edison Inc. Add +0.1% 0.11% +0.01
SUB iShares Short-Term National Add +18.2% 0.08% +0.01
WEC WEC Energy Group Inc. Add +0.1% 0.07% +0.00
PEP Pepsico Inc. Add +0.3% 0.09% +0.00
VTEC Vanguard Ca Tax-Ex Bond Add +9.8% 0.08% +0.00
AVUV Avantis US Small Cap Value Add +1.3% 0.07% +0.00
CL Colgate-Palmolive Co. Add +0.4% 0.06% +0.00
ITW Illinois Tool Works Add +0.3% 0.10% +0.00
RTX RTX Corp. Add +0.1% 0.10% +0.00
TJX TJX Companies Inc. Add +0.2% 0.14% +0.00
GD General Dynamics Corp. Add +0.1% 0.09% −0.00
CSCO Cisco Systems Inc. Add +0.5% 0.07% −0.00
SHW The Sherwin-Williams Co. Add +0.3% 0.05% −0.00
ONB Old National Bancorp Add +0.0% 0.07% −0.00
EMR Emerson Electric Co. Add +0.0% 0.09% −0.00
LOW Lowe's Cos Inc. Add +0.1% 0.08% −0.00
AMD Advanced Micro Devices Add +0.4% 0.05% −0.00
NSC Norfolk Southern Corp. Add +0.1% 0.13% −0.00
SYY Sysco Corp. Add +0.1% 0.07% −0.00
AFL Aflac Inc. Add +0.1% 0.14% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 125$480.6MVV, DFUS, DFAS, DFIC, VEA
Q1 2026 120$420.1MVV, DFUS, DFAS, VEA, DFIC
Q4 2025 120$408.5MVV, DFUS, DFAS, VEA, DFIC
Q3 2025 119$386.1MVV, DFUS, DFAS, VEA, VB
Q2 2025 127$354.0MVV, DFUS, VEA, DFAS, VB
Q1 2025 120$319.9MVV, DFUS, VEA, VB, DFAS
Q4 2024 121$320.2MVV, DFUS, VEA, VB, DFAS
Q3 2024 118$320.6MVV, DFUS, VEA, VB, DFAS
Q2 2024 116$291.3MVV, DFUS, VEA, VB, DFAS
Q1 2024 115$283.3MVV, DFUS, VEA, VB, DFAS