2026 Q3 Portfolio Activity
In 2026 Q3, Hurlow Wealth Management Group, Inc. maintained a portfolio of 130 distinct positions. The most significant new addition was VANGUARD MALVERN FDS, now representing 0.13% of the total fund value. They heavily accumulated shares in DIMENSIONAL ETF TRUST, increasing the position by 7.0%. Conversely, Hurlow Wealth Management Group, Inc. completely exited their position in DIMENSIONAL ETF TRUST.
Position History
hover any row below to update
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Total Positions
130
Quarter
2026 Q3
Top Holding
VV (14.5%)
Top 10 Concentration
65.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 130
Hurlow Wealth Management Group, Inc. Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VV
VANGUARD INDEX ...
|
ETF | 14.52% | 13.90% |
#1
Prev: #1
|
6.5 |
—
|
3,912 | 2.0% |
P
S
|
198,185 | $69,731,351 |
$186.60
+85.8%
|
2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | ||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 12.42% | 11.88% |
#2
Prev: #2
|
6.0 |
—
|
21,599 | 3.1% |
P
S
|
718,718 | $59,675,138 | 2021 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 8.41% | 8.64% |
#3
Prev: #3
|
4.9 |
—
|
17,548 | 3.5% |
P
S
|
521,737 | $40,392,847 | 2022 Q2 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 7.15% | 6.61% |
#4
Prev: #4
|
5.4 |
—
|
59,340 | 7.0% |
P
S
|
912,579 | $34,322,089 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 6.45% | 6.47% |
#5
Prev: #5
|
3.6 |
—
|
2,528 | 0.6% |
P
S
|
438,907 | $30,991,250 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 5.05% | 5.47% |
#6
Prev: #6
|
2.5 |
—
|
-1,460 | -1.7% |
P
S
|
85,212 | $24,242,010 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 3.14% | 3.04% |
#7
Prev: #7
|
3.3 |
—
|
20,301 | 5.6% |
P
S
|
379,978 | $15,092,729 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 2.79% | 2.68% |
#8
Prev: #8
|
1.6 |
—
|
-388 | -0.3% |
P
S
|
148,963 | $13,423,056 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 2.58% | 2.59% |
#9
2
Prev: #11
|
1.5 |
—
|
587 | 0.3% |
P
S
|
208,764 | $12,381,787 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
VWOB
VANGUARD WHITEH...
|
ETF | 2.45% | 2.62% |
#10
Prev: #10
|
1.5 |
—
|
-626 | -0.3% |
P
S
|
186,432 | $11,769,465 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 2.38% | 2.62% |
#11
2
Prev: #9
|
1.5 |
—
|
-3,126 | -2.4% |
P
S
|
127,644 | $11,440,760 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 2.35% | 2.24% |
#12
1
Prev: #13
|
2.9 |
—
|
14,113 | 10.8% |
P
S
|
144,403 | $11,308,199 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 2.32% | 2.32% |
#13
1
Prev: #12
|
1.4 |
—
|
-1,485 | -0.5% |
P
S
|
301,450 | $11,159,696 | 2022 Q2 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 2.30% | 2.19% |
#14
Prev: #14
|
2.9 |
—
|
14,143 | 10.3% |
P
S
|
151,595 | $11,045,195 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 2.24% | 2.17% |
#15
Prev: #15
|
2.9 |
—
|
7,760 | 5.9% |
P
S
|
139,499 | $10,776,274 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 1.56% | 1.62% |
#16
Prev: #16
|
1.1 |
—
|
3,714 | 2.4% |
P
S
|
158,095 | $7,487,357 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 1.52% | 1.52% |
#17
Prev: #17
|
1.1 |
—
|
-507 | -0.3% |
P
S
|
176,347 | $7,306,043 | 2022 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.35% | 1.36% |
#18
Prev: #18
|
1.0 |
—
|
-318 | -1.8% |
P
S
|
17,354 | $6,494,503 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
SPHY
SPDR SERIES TRU...
|
ETF | 1.29% | 1.22% |
#19
1
Prev: #20
|
2.5 |
—
|
25,122 | 10.0% |
P
S
|
275,154 | $6,215,729 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.23% | 1.33% |
#20
1
Prev: #19
|
1.0 |
—
|
-1,580 | -5.9% |
P
S
|
25,358 | $5,916,233 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
AAPL
APPLE INC
|
Technology | 1.16% | 1.01% |
#21
1
Prev: #22
|
1.0 |
—
|
-34 | -0.2% |
P
S
|
16,729 | $5,571,182 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 1.02% | 0.98% |
#22
1
Prev: #23
|
2.4 |
—
|
6,305 | 6.7% |
P
S
|
99,801 | $4,912,189 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.82% | 0.80% |
#23
2
Prev: #25
|
0.8 |
—
|
-552 | -0.4% |
P
S
|
130,717 | $3,921,496 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.81% | 0.84% |
#24
Prev: #24
|
0.8 |
—
|
-10 | -0.3% |
P
S
|
3,365 | $3,893,668 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.65% | 0.66% |
#25
1
Prev: #26
|
0.8 |
—
|
-123 | -0.8% |
P
S
|
14,481 | $3,128,970 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.52% | 0.52% |
#26
1
Prev: #27
|
1.2 |
—
|
no change | no change |
P
S
|
4,984 | $2,481,783 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.42% | 0.31% |
#27
7
Prev: #34
|
1.2 |
—
|
no change | no change |
P
S
|
3,963 | $2,032,679 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.42% | 0.40% |
#28
Prev: #28
|
0.7 |
—
|
2 | 0.0% |
P
S
|
7,602 | $2,012,472 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.36% | 0.36% |
#29
2
Prev: #31
|
1.1 |
—
|
no change | no change |
P
S
|
5,223 | $1,727,925 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.34% | 0.37% |
#30
Prev: #30
|
0.6 |
—
|
-13 | -0.1% |
P
S
|
15,743 | $1,636,014 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
CINF
CINCINNATI FINL...
|
Financial Services | 0.33% | 0.38% |
#31
2
Prev: #29
|
0.6 |
—
|
7 | 0.1% |
P
S
|
9,982 | $1,590,754 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.31% | 0.31% |
#32
Prev: #32
|
1.1 |
—
|
no change | no change |
P
S
|
2 | $1,494,010 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
SHM
SPDR SERIES TRU...
|
ETF | 0.29% | 0.31% |
#33
Prev: #33
|
0.6 |
—
|
-1,446 | -4.6% |
P
S
|
29,773 | $1,388,910 | 2022 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.28% | 0.29% |
#34
1
Prev: #35
|
1.1 |
—
|
no change | no change |
P
S
|
17,244 | $1,352,274 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
MUB
ISHARES TR
|
ETF | 0.25% | 0.26% |
#35
1
Prev: #36
|
0.6 |
—
|
258 | 2.2% |
P
S
|
12,036 | $1,216,840 | 2022 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
JCI
JOHNSON CONTROL...
|
Industrials | 0.25% | 0.25% |
#36
2
Prev: #38
|
1.1 |
—
|
no change | no change |
P
S
|
8,169 | $1,214,322 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.24% | 0.24% |
#37
3
Prev: #40
|
0.6 |
—
|
-3 | -0.2% |
P
S
|
1,528 | $1,165,228 | 2021 Q2 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.23% | 0.24% |
#38
1
Prev: #39
|
0.6 |
—
|
-307 | -6.4% |
P
S
|
4,520 | $1,126,206 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.23% | 0.26% |
#39
2
Prev: #37
|
0.6 |
—
|
-156 | -0.5% |
P
S
|
34,368 | $1,121,413 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.22% | 0.21% |
#40
1
Prev: #41
|
1.1 |
—
|
no change | no change |
P
S
|
4,076 | $1,066,356 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.22% | 0.19% |
#41
1
Prev: #42
|
1.1 |
—
|
no change | no change |
P
S
|
4,581 | $1,046,213 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 0.19% | 0.19% |
#42
1
Prev: #43
|
1.1 |
—
|
no change | no change |
P
S
|
2,242 | $889,424 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
IWB
ISHARES TR
|
ETF | 0.17% | 0.17% |
#43
3
Prev: #46
|
1.1 |
—
|
no change | no change |
P
S
|
2,007 | $835,173 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.17% | 0.17% |
#44
Prev: #44
|
0.6 |
—
|
5 | 0.1% |
P
S
|
5,312 | $824,490 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.17% | 0.17% |
#45
3
Prev: #48
|
0.6 |
—
|
-3 | -0.3% |
P
S
|
1,160 | $812,913 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.14% | 0.13% |
#46
4
Prev: #50
|
0.6 |
—
|
-20 | -1.8% |
P
S
|
1,087 | $664,983 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.14% | 0.17% |
#47
2
Prev: #45
|
0.6 |
—
|
-126 | -5.7% |
P
S
|
2,084 | $650,812 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
VTES
VANGUARD WELLIN...
|
ETF | 0.13% | 0.13% |
#48
7
Prev: #55
|
0.6 |
—
|
255 | 4.3% |
P
S
|
6,238 | $615,067 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
AFL
AFLAC INC
|
Financial Services | 0.13% | 0.13% |
#49
3
Prev: #52
|
0.6 |
—
|
2 | 0.0% |
P
S
|
5,455 | $609,799 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.13% | 0.17% |
#50
3
Prev: #47
|
0.6 |
—
|
-1 | -0.1% |
P
S
|
750 | $608,093 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 |
Showing 1-50 of 130 holdings