Institutional Fund
Hurlow Wealth Management Group, Inc.
Bloomington, INCIK 17477495 filings on record
Portfolio Value
$420.09M
Q1 2026
Holdings
120
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+2.8%
from $408.50M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds13.5%
- Dimensional ETF Trust11.1%
- Dimensional ETF Trust8.1%
- Vanguard Tax-Managed Fds6.7%
- Dimensional ETF Trust6.6%
- Vanguard Index Fds5.5%
- Other48.6%
Portfolio Holdings
120 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 189.6K | $56.65M | 13.5% | +10.4K | Added |
| 2 | Dimensional ETF Trust | 658.4K | $46.69M | 11.1% | +38.7K | Added |
| 3 | Dimensional ETF Trust | 480.2K | $34.16M | 8.1% | +31.4K | Added |
| 4 | Vanguard Tax-Managed Fds | 437.0K | $28.00M | 6.7% | −9.0K | Reduced |
| 5 | Dimensional ETF Trust | 776.5K | $27.59M | 6.6% | +66.4K | Added |
| 6 | Vanguard Index Fds | 87.5K | $22.92M | 5.5% | +77 | Added |
| 7 | Vanguard Whitehall Fds | 182.2K | $11.97M | 2.8% | +14.3K | Added |
| 8 | Vanguard Index Fds | 132.6K | $11.76M | 2.8% | −1.3K | Reduced |
| 9 | Vanguard Intl Equity Index F | 214.0K | $11.57M | 2.8% | −1.4K | Reduced |
| 10 | Dimensional ETF Trust | 324.7K | $11.22M | 2.7% | +31.6K | Added |
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