AI Portfolio Summary
In 2026 Q1, Hurlow Wealth Management Group, Inc. maintained a portfolio of 124 distinct positions. They heavily accumulated shares in VANGUARD LARGE-CAP E, increasing their position by 5.8%. The fund also reduced its exposure to VANGUARD DIVIDEND AP by 4.5%.
Total Positions
124
Quarter
2026 Q1
Top Holding
VV (13.5%)
Top 10 Concentration
62.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 124
| 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 LARGE-...
|
ETF | 13.49% | 13.80% |
#1
Prev: #1
|
8.0 | 10,444 | 5.8% |
P
S
|
189,574 | $56,654,130 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFUS
DIMENSIONAL U.S...
|
ETF | 11.11% | 11.25% |
#2
Prev: #2
|
7.5 | 38,734 | 6.3% |
P
S
|
658,393 | $46,687,008 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFAS
DIMENSIONAL U.S...
|
ETF | 8.13% | 7.65% |
#3
Prev: #3
|
6.3 | 31,427 | 7.0% |
P
S
|
480,193 | $34,156,160 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VEA
VANGUARD FTSE D...
|
ETF | 6.67% | 6.82% |
#4
Prev: #4
|
3.7 | -9,045 | -2.0% |
P
S
|
436,987 | $28,002,152 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFIC
DIMENSIONAL INT...
|
ETF | 6.57% | 5.99% |
#5
Prev: #5
|
5.1 | 66,410 | 9.4% |
P
S
|
776,503 | $27,589,165 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VB
VANGUARD SMALL-...
|
ETF | 5.46% | 5.52% |
#6
Prev: #6
|
2.7 | 77 | 0.1% |
P
S
|
87,526 | $22,924,827 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VWOB
VANGUARD EMERGI...
|
ETF | 2.85% | 2.77% |
#7
3
Prev: #10
|
3.1 | 14,273 | 8.5% |
P
S
|
182,154 | $11,965,709 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VNQ
VANGUARD REAL E...
|
ETF | 2.80% | 2.90% |
#8
Prev: #8
|
1.6 | -1,340 | -1.0% |
P
S
|
132,612 | $11,762,662 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VWO
VANGUARD FTSE E...
|
ETF | 2.75% | 2.83% |
#9
Prev: #9
|
1.6 | -1,361 | -0.6% |
P
S
|
214,001 | $11,566,735 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFEM
DIMENSIONAL EME...
|
ETF | 2.67% | 2.37% |
#10
3
Prev: #13
|
3.1 | 31,559 | 10.8% |
P
S
|
324,748 | $11,220,056 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VUG
VANGUARD GROWTH...
|
ETF | 2.59% | 3.07% |
#11
4
Prev: #7
|
1.5 | -726 | -2.8% |
P
S
|
24,950 | $10,897,911 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VCIT
VANGUARD INTERM...
|
ETF | 2.49% | 2.53% |
#12
1
Prev: #11
|
1.5 | 3,116 | 2.5% |
P
S
|
126,404 | $10,459,931 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFAX
DIMENSIONAL WOR...
|
ETF | 2.46% | 2.40% |
#13
1
Prev: #12
|
1.5 | 4,958 | 1.7% |
P
S
|
303,923 | $10,324,271 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BIV
VANGUARD INTERM...
|
ETF | 2.38% | 2.13% |
#14
1
Prev: #15
|
3.0 | 17,903 | 16.0% |
P
S
|
129,737 | $10,013,084 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VCSH
VANGUARD SHORT-...
|
ETF | 2.38% | 2.34% |
#15
1
Prev: #14
|
3.0 | 6,287 | 5.3% |
P
S
|
125,984 | $9,986,768 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VTEB
VANGUARD TAX-EX...
|
ETF | 1.82% | 1.80% |
#16
Prev: #16
|
2.7 | 7,614 | 5.2% |
P
S
|
153,633 | $7,664,767 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFAI
DIMENSIONAL INT...
|
ETF | 1.67% | 1.64% |
#17
Prev: #17
|
1.2 | 5,282 | 3.0% |
P
S
|
180,573 | $7,035,133 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VTI
VANGUARD TOTAL ...
|
ETF | 1.35% | 1.45% |
#18
Prev: #18
|
1.0 | 15 | 0.1% |
P
S
|
17,697 | $5,677,514 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VIG
VANGUARD DIVIDE...
|
ETF | 1.30% | 1.44% |
#19
Prev: #19
|
1.0 | -1,213 | -4.5% |
P
S
|
25,478 | $5,479,361 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SPHY
STATE STREET SP...
|
ETF | 1.28% | 1.24% |
#20
Prev: #20
|
2.5 | 15,227 | 7.1% |
P
S
|
229,922 | $5,361,781 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VTIP
VANGUARD SHORT-...
|
ETF | 1.07% | 1.01% |
#21
1
Prev: #22
|
2.4 | 6,873 | 8.3% |
P
S
|
89,965 | $4,493,731 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AAPL
APPLE INC COM
|
Technology | 1.02% | 1.14% |
#22
1
Prev: #21
|
0.9 | -120 | -0.7% |
P
S
|
16,955 | $4,303,079 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DFAR
DIMENSIONAL US ...
|
ETF | 0.92% | 0.72% |
#23
3
Prev: #26
|
2.9 | 35,625 | 27.8% |
P
S
|
163,937 | $3,877,117 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.83% | 0.90% |
#24
1
Prev: #23
|
0.8 | -29 | -0.4% |
P
S
|
7,298 | $3,497,202 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SCHX
SCHWAB U.S. LAR...
|
ETF | 0.81% | 0.88% |
#25
Prev: #25
|
0.8 | -675 | -0.5% |
P
S
|
132,717 | $3,402,862 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
LLY
ELI LILLY & CO ...
|
Healthcare | 0.73% | 0.88% |
#26
2
Prev: #24
|
0.8 | 6 | 0.2% |
P
S
|
3,352 | $3,083,069 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VTV
VANGUARD VALUE ...
|
ETF | 0.68% | 0.62% |
#27
Prev: #27
|
2.3 | 1,270 | 9.5% |
P
S
|
14,622 | $2,868,836 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
WMT
WALMART INC COM
|
Consumer Defensive | 0.46% | 0.43% |
#28
1
Prev: #29
|
0.7 | 17 | 0.1% |
P
S
|
15,683 | $1,949,084 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.44% | 0.38% |
#29
3
Prev: #32
|
0.7 | 10 | 0.1% |
P
S
|
7,583 | $1,853,589 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
CINF
CINCINNATI FINL...
|
Financial Services | 0.37% | 0.40% |
#30
1
Prev: #31
|
0.6 | 7 | 0.1% |
P
S
|
9,969 | $1,568,622 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.36% | 0.41% |
#31
1
Prev: #30
|
0.6 | 1 | 0.0% |
P
S
|
5,191 | $1,526,985 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SHM
STATE STREET SP...
|
ETF | 0.35% | 0.36% |
#32
2
Prev: #34
|
0.6 | 299 | 1.0% |
P
S
|
31,119 | $1,488,422 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.34% | 0.37% |
#33
Prev: #33
|
1.1 | no change | no change |
P
S
|
2 | $1,436,280 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
MSFT
MICROSOFT CORP ...
|
Technology | 0.34% | 0.45% |
#34
6
Prev: #28
|
0.6 | -7 | -0.2% |
P
S
|
3,830 | $1,417,792 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
MUB
ISHARES NATIONA...
|
ETF | 0.30% | 0.31% |
#35
Prev: #35
|
1.1 | no change | no change |
P
S
|
11,778 | $1,250,235 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VO
VANGUARD MID-CA...
|
ETF | 0.29% | 0.31% |
#36
Prev: #36
|
1.1 | no change | no change |
P
S
|
4,311 | $1,238,033 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
JCI
JOHNSON CTLS IN...
|
Industrials | 0.25% | 0.24% |
#37
3
Prev: #40
|
0.6 | 4 | 0.0% |
P
S
|
8,126 | $1,064,100 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SCHA
SCHWAB U.S. SMA...
|
ETF | 0.24% | 0.25% |
#38
1
Prev: #39
|
0.6 | -295 | -0.8% |
P
S
|
34,948 | $1,016,301 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SPY
STATE STREET SP...
|
ETF | 0.24% | 0.26% |
#39
1
Prev: #38
|
0.6 | -2 | -0.1% |
P
S
|
1,534 | $997,489 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AMZN
AMAZON COM INC ...
|
Consumer Cyclical | 0.23% | 0.26% |
#40
3
Prev: #37
|
0.6 | 46 | 1.0% |
P
S
|
4,626 | $963,497 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
ABBV
ABBVIE INC COM
|
Healthcare | 0.21% | 0.22% |
#41
Prev: #41
|
0.6 | 3 | 0.1% |
P
S
|
4,024 | $875,274 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
MCD
MCDONALDS CORP ...
|
Consumer Cyclical | 0.19% | 0.19% |
#42
Prev: #42
|
0.6 | -54 | -2.1% |
P
S
|
2,530 | $786,299 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IWB
ISHARES RUSSELL...
|
ETF | 0.17% | 0.18% |
#43
Prev: #43
|
1.1 | no change | no change |
P
S
|
2,007 | $715,616 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 0.17% | 0.15% |
#44
2
Prev: #46
|
1.1 | no change | no change |
P
S
|
2,219 | $705,953 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.17% | 0.18% |
#45
1
Prev: #44
|
0.6 | 103 | 2.6% |
P
S
|
4,009 | $699,174 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VOO
VANGUARD S&P 50...
|
ETF | 0.17% | 0.13% |
#46
8
Prev: #54
|
2.6 | 331 | 39.9% |
P
S
|
1,161 | $693,564 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
GE
GE AEROSPACE CO...
|
Industrials | 0.15% | 0.17% |
#47
2
Prev: #45
|
0.6 | 2 | 0.1% |
P
S
|
2,209 | $626,848 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
LIN
LINDE PLC SHS
|
Basic Materials | 0.15% | 0.13% |
#48
5
Prev: #53
|
0.6 | 2 | 0.2% |
P
S
|
1,231 | $610,281 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AFL
AFLAC INC COM
|
Financial Services | 0.14% | 0.15% |
#49
2
Prev: #47
|
0.6 | 3 | 0.1% |
P
S
|
5,450 | $597,920 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.14% | 0.13% |
#50
6
Prev: #56
|
0.6 | 4 | 0.1% |
P
S
|
6,419 | $596,197 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 |
Showing 1-50 of 124 holdings