Sponsored

The Analysis of Hurlow Wealth Management Group, Inc.'s Holdings & P&L

Currently, Hurlow Wealth Management Group, Inc. holds 120 types of securities in its portfolio with a total value $420.1M. In the most recent quarter, they have increased their positions in VV (+10.4K shares, valued at $3.1M), DFUS (+38.7K shares, valued at $2.7M), DFIC (+66.4K shares, valued at $2.4M); decreased their positions in VEA (-9.0K shares, valued at $579.6K), VUG (-726 shares, valued at $317.1K), VIG (-1.2K shares, valued at $260.9K); initiated new positions in PSX (+1.2K shares, valued at $219.9K), GLD (+500 shares, valued at $215.1K), T (+7.0K shares, valued at $202.6K).

1M P&L

+13.0M+2.96%

3M P&L

-50.2M-10.02%

HY P&L

-23.3M-4.91%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A376.7M

91.4%

2Drug Manufacturers - General6.1M

1.5%

3Consumer Electronics4.3M

1.0%

Top Industries by Stock Count

1N/A57 stocks

52.3%

2Drug Manufacturers - General4 stocks

3.7%

3Semiconductors3 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VV VANGUARD LARGE-CAP ETF189.6K shares5.83%2026-03-312026-04-22

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF658.4K shares6.25%2026-03-312026-04-22

DFAS DIMENSIONAL U.S. SMALL CAP ETF480.2K shares7.00%2026-03-312026-04-22

VEA VANGUARD FTSE DEVELOPED MARKETS ETF437.0K shares-2.03%2026-03-312026-04-22

DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF776.5K shares9.35%2026-03-312026-04-22

VB VANGUARD SMALL-CAP ETF87.5K shares0.09%2026-03-312026-04-22

VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF182.2K shares8.50%2026-03-312026-04-22

VNQ VANGUARD REAL ESTATE ETF132.6K shares-1.00%2026-03-312026-04-22

Sponsored

VWO VANGUARD FTSE EMERGING MARKETS ETF214.0K shares-0.63%2026-03-312026-04-22

DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF324.7K shares10.76%2026-03-312026-04-22

VUG VANGUARD GROWTH ETF24.9K shares-2.83%2026-03-312026-04-22

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF126.4K shares2.53%2026-03-312026-04-22

DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF303.9K shares1.66%2026-03-312026-04-22

BIV VANGUARD INTERMEDIATE-TERM BOND ETF129.7K shares16.01%2026-03-312026-04-22

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF126.0K shares5.25%2026-03-312026-04-22

VTEB VANGUARD TAX-EXEMPT BOND ETF153.6K shares5.21%2026-03-312026-04-22

Sponsored

DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF180.6K shares3.01%2026-03-312026-04-22

VTI VANGUARD TOTAL STOCK MARKET ETF17.7K shares0.08%2026-03-312026-04-22

VIG VANGUARD DIVIDEND APPRECIATION ETF25.5K shares-4.54%2026-03-312026-04-22

SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF229.9K shares7.09%2026-03-312026-04-22

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF90.0K shares8.27%2026-03-312026-04-22

AAPL APPLE INC COM17.0K shares-0.70%2026-03-312026-04-22

DFAR DIMENSIONAL US REAL ESTATE ETF163.9K shares27.76%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW7.3K shares-0.40%2026-03-312026-04-22

Sponsored

SCHX SCHWAB U.S. LARGE-CAP ETF132.7K shares-0.51%2026-03-312026-04-22

LLY ELI LILLY & CO COM3.4K shares0.18%2026-03-312026-04-22

VTV VANGUARD VALUE ETF14.6K shares9.51%2026-03-312026-04-22

WMT WALMART INC COM15.7K shares0.11%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON COM7.6K shares0.13%2026-03-312026-04-22

CINF CINCINNATI FINL CORP COM10.0K shares0.07%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO COM5.2K shares0.02%2026-03-312026-04-22

SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF31.1K shares0.97%2026-03-312026-04-22

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL CL A2 shares0.00%2026-03-312026-04-22

MSFT MICROSOFT CORP COM3.8K shares-0.18%2026-03-312026-04-22

MUB ISHARES NATIONAL MUNI BOND ETF11.8K shares0.00%2026-03-312026-04-22

VO VANGUARD MID-CAP ETF4.3K shares0.00%2026-03-312026-04-22

JCI JOHNSON CTLS INTL PLC SHS8.1K shares0.05%2026-03-312026-04-22

SCHA SCHWAB U.S. SMALL-CAP ETF34.9K shares-0.84%2026-03-312026-04-22

SPY STATE STREET SPDR S&P 500 ETF1.5K shares-0.13%2026-03-312026-04-22

AMZN AMAZON COM INC COM4.6K shares1.00%2026-03-312026-04-22

Sponsored

ABBV ABBVIE INC COM4.0K shares0.07%2026-03-312026-04-22

MCD MCDONALDS CORP COM2.5K shares-2.09%2026-03-312026-04-22

IWB ISHARES RUSSELL 1000 ETF2.0K shares0.00%2026-03-312026-04-22

ADI ANALOG DEVICES INC COM2.2K shares0.00%2026-03-312026-04-22

NVDA NVIDIA CORPORATION COM4.0K shares2.64%2026-03-312026-04-22

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF1.2K shares39.88%2026-03-312026-04-22

GE AEROSPACE COM NEW GE AEROSPACE COM NEW2.2K shares0.09%2026-03-312026-04-22

LINDE PLC SHS LINDE PLC SHS1.2K shares0.16%2026-03-312026-04-22

Sponsored

AFL AFLAC INC COM5.5K shares0.06%2026-03-312026-04-22

NEE NEXTERA ENERGY INC COM6.4K shares0.06%2026-03-312026-04-22

TJX TJX COS INC NEW COM3.6K shares0.17%2026-03-312026-04-22

LHX L3HARRIS TECHNOLOGIES INC COM1.6K shares0.12%2026-03-312026-04-22

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF3.7K shares0.00%2026-03-312026-04-22

META META PLATFORMS INC CL A946 shares7.50%2026-03-312026-04-22

CAT CATERPILLAR INC COM750 shares0.40%2026-03-312026-04-22

NSC NORFOLK SOUTHN CORP COM1.8K shares0.11%2026-03-312026-04-22

Sponsored

BSV VANGUARD SHORT-TERM BOND ETF6.7K shares0.00%2026-03-312026-04-22

VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF4.9K shares30.87%2026-03-312026-04-22

GWW WW GRAINGER INC COM451 shares0.00%2026-03-312026-04-22

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C1.7K shares0.91%2026-03-312026-04-22

XOM EXXON MOBIL CORP COM2.8K shares0.76%2026-03-312026-04-22

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I812 shares0.00%2026-03-312026-04-22

CVX CHEVRON CORPORATION COM2.2K shares0.09%2026-03-312026-04-22

GEV GE VERNOVA INC COM521 shares0.19%2026-03-312026-04-22

Sponsored

ED CONSOLIDATED EDISON INC COM4.0K shares0.07%2026-03-312026-04-22

RTX RTX CORPORATION COM2.3K shares0.13%2026-03-312026-04-22

ITW ILLINOIS TOOL WKS INC COM1.6K shares0.25%2026-03-312026-04-22

ELV ELEVANCE HEALTH INC FORMERLY A COM1.3K shares0.15%2026-03-312026-04-22

PG PROCTER & GAMBLE CO COM2.7K shares-5.13%2026-03-312026-04-22

EMR EMERSON ELEC CO COM3.0K shares0.03%2026-03-312026-04-22

MS MORGAN STANLEY COM NEW2.3K shares0.26%2026-03-312026-04-22

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM1.1K shares0.09%2026-03-312026-04-22

Sponsored

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF4.9K shares0.00%2026-03-312026-04-22

SCHF SCHWAB INTERNATIONAL EQUITY ETF15.3K shares-1.98%2026-03-312026-04-22

ISHARES GOLD TRUST ISHARES GOLD TRUST4.2K shares0.00%2026-03-312026-04-22

IVV ISHARES CORE S&P 500 ETF550 shares0.00%2026-03-312026-04-22

PEP PEPSICO INC COM2.3K shares0.30%2026-03-312026-04-22

BLACKROCK INC COM BLACKROCK INC COM373 shares0.27%2026-03-312026-04-22

VGSH VANGUARD SHORT-TERM TREASURY ETF6.0K shares0.00%2026-03-312026-04-22

DFCA DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF7.0K shares0.00%2026-03-312026-04-22

Sponsored

ADP AUTOMATIC DATA PROCESSING INC COM1.7K shares-0.06%2026-03-312026-04-22

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF3.2K shares18.23%2026-03-312026-04-22

SYK STRYKER CORPORATION COM1.0K shares0.00%2026-03-312026-04-22

LOW LOWES COS INC COM1.4K shares0.07%2026-03-312026-04-22

VTEC VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF3.4K shares9.81%2026-03-312026-04-22

APD AIR PRODUCTS AND CHEMICALS INC COM1.1K shares-1.04%2026-03-312026-04-22

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF2.5K shares0.00%2026-03-312026-04-22

VBK VANGUARD SMALL-CAP GROWTH ETF1.1K shares0.00%2026-03-312026-04-22

Sponsored

PAYX PAYCHEX INC COM3.4K shares-0.03%2026-03-312026-04-22

EFG ISHARES MSCI EAFE GROWTH ETF2.8K shares-0.36%2026-03-312026-04-22

SYY SYSCO CORP COM4.3K shares0.05%2026-03-312026-04-22

QUAL ISHARES MSCI USA QUALITY FACTOR ETF1.6K shares0.00%2026-03-312026-04-22

WEC ENERGY GROUP INC COM WEC ENERGY GROUP INC COM2.6K shares0.08%2026-03-312026-04-22

ONB OLD NATL BANCORP IND COM13.5K shares0.03%2026-03-312026-04-22

LRGF ISHARES U.S. EQUITY FACTOR ETF4.5K shares0.00%2026-03-312026-04-22

BP BP PLC SPONSORED ADR6.3K shares0.00%2026-03-312026-04-22

Sponsored

VGT VANGUARD INFORMATION TECHNOLOGY ETF420 shares0.00%2026-03-312026-04-22

V VISA INC COM CL A966 shares0.84%2026-03-312026-04-22

ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF6.2K shares0.00%2026-03-312026-04-22

IVW ISHARES S&P 500 GROWTH ETF2.6K shares0.00%2026-03-312026-04-22

CSCO CISCO SYS INC COM3.6K shares0.48%2026-03-312026-04-22

AVUV AVANTIS U.S. SMALL CAP VALUE ETF2.5K shares1.27%2026-03-312026-04-22

IQLT ISHARES MSCI INTL QUALITY FACTOR ETF5.8K shares0.00%2026-03-312026-04-22

TGT TARGET CORP COM2.2K shares1.06%2026-03-312026-04-22

Sponsored

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A924 shares-10.29%2026-03-312026-04-22

NVS NOVARTIS AG SPONSORED ADR1.7K shares0.00%2026-03-312026-04-22

XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF2.4K shares0.00%2026-03-312026-04-22

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST566 shares0.00%2026-03-312026-04-22

IVE ISHARES S&P 500 VALUE ETF1.2K shares0.00%2026-03-312026-04-22

FQAL FIDELITY QUALITY FACTOR ETF3.5K shares0.00%2026-03-312026-04-22

CL COLGATE PALMOLIVE CO COM2.9K shares0.41%2026-03-312026-04-22

VOOG VANGUARD S&P 500 GROWTH ETF606 shares0.00%2026-03-312026-04-22

Sponsored

AMD ADVANCED MICRO DEVICES INC COM1.1K shares0.36%2026-03-312026-04-22

ABT ABBOTT LABORATORIES COM2.2K shares0.32%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS COM911 shares0.55%2026-03-312026-04-22

PSX PHILLIPS 66 COM1.2K sharesnew addition2026-03-312026-04-22

SHW SHERWIN WILLIAMS CO COM675 shares0.30%2026-03-312026-04-22

GLD SPDR GOLD SHARES500 sharesnew addition2026-03-312026-04-22

T AT&T INC COM7.0K sharesnew addition2026-03-312026-04-22

PM PHILIP MORRIS INTL INC COM1.2K sharesnew addition2026-03-312026-04-22

Sponsored

VANGUARD LARGE-CAP ETF

5.83%

Shares189.6K

Event2026-03-31

Filed2026-04-22

DFUS

DIMENSIONAL U.S. EQUITY MARKET ETF

6.25%

Shares658.4K

Event2026-03-31

Filed2026-04-22

DFAS

DIMENSIONAL U.S. SMALL CAP ETF

7.00%

Shares480.2K

Event2026-03-31

Filed2026-04-22

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

-2.03%

Shares437.0K

Event2026-03-31

Filed2026-04-22

DFIC

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF

9.35%

Shares776.5K

Event2026-03-31

Filed2026-04-22

VANGUARD SMALL-CAP ETF

0.09%

Shares87.5K

Event2026-03-31

Filed2026-04-22

VWOB

VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF

8.50%

Shares182.2K

Event2026-03-31

Filed2026-04-22

VNQ

VANGUARD REAL ESTATE ETF

-1.00%

Shares132.6K

Event2026-03-31

Filed2026-04-22

VWO

VANGUARD FTSE EMERGING MARKETS ETF

-0.63%

Shares214.0K

Event2026-03-31

Filed2026-04-22

DFEM

DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF

10.76%

Shares324.7K

Event2026-03-31

Filed2026-04-22

VUG

VANGUARD GROWTH ETF

-2.83%

Shares24.9K

Event2026-03-31

Filed2026-04-22

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

2.53%

Shares126.4K

Event2026-03-31

Filed2026-04-22

DFAX

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

1.66%

Shares303.9K

Event2026-03-31

Filed2026-04-22

BIV

VANGUARD INTERMEDIATE-TERM BOND ETF

16.01%

Shares129.7K

Event2026-03-31

Filed2026-04-22

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

5.25%

Shares126.0K

Event2026-03-31

Filed2026-04-22

VTEB

VANGUARD TAX-EXEMPT BOND ETF

5.21%

Shares153.6K

Event2026-03-31

Filed2026-04-22

DFAI

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

3.01%

Shares180.6K

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD TOTAL STOCK MARKET ETF

0.08%

Shares17.7K

Event2026-03-31

Filed2026-04-22

VIG

VANGUARD DIVIDEND APPRECIATION ETF

-4.54%

Shares25.5K

Event2026-03-31

Filed2026-04-22

SPHY

STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF

7.09%

Shares229.9K

Event2026-03-31

Filed2026-04-22

VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

8.27%

Shares90.0K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC COM

-0.70%

Shares17.0K

Event2026-03-31

Filed2026-04-22

DFAR

DIMENSIONAL US REAL ESTATE ETF

27.76%

Shares163.9K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL CL B NEW

-0.40%

Shares7.3K

Event2026-03-31

Filed2026-04-22

SCHX

SCHWAB U.S. LARGE-CAP ETF

-0.51%

Shares132.7K

Event2026-03-31

Filed2026-04-22

LLY

ELI LILLY & CO COM

0.18%

Shares3.4K

Event2026-03-31

Filed2026-04-22

VTV

VANGUARD VALUE ETF

9.51%

Shares14.6K

Event2026-03-31

Filed2026-04-22

WMT

WALMART INC COM

0.11%

Shares15.7K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON COM

0.13%

Shares7.6K

Event2026-03-31

Filed2026-04-22

CINF

CINCINNATI FINL CORP COM

0.07%

Shares10.0K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO COM

0.02%

Shares5.2K

Event2026-03-31

Filed2026-04-22

SHM

STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF

0.97%

Shares31.1K

Event2026-03-31

Filed2026-04-22

BRK.A

BERKSHIRE HATHAWAY INC DEL CL A

0.00%

Shares2

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP COM

-0.18%

Shares3.8K

Event2026-03-31

Filed2026-04-22

MUB

ISHARES NATIONAL MUNI BOND ETF

0.00%

Shares11.8K

Event2026-03-31

Filed2026-04-22

VANGUARD MID-CAP ETF

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-22

JCI

JOHNSON CTLS INTL PLC SHS

0.05%

Shares8.1K

Event2026-03-31

Filed2026-04-22

SCHA

SCHWAB U.S. SMALL-CAP ETF

-0.84%

Shares34.9K

Event2026-03-31

Filed2026-04-22

SPY

STATE STREET SPDR S&P 500 ETF

-0.13%

Shares1.5K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC COM

1.00%

Shares4.6K

Event2026-03-31

Filed2026-04-22

ABBV

ABBVIE INC COM

0.07%

Shares4.0K

Event2026-03-31

Filed2026-04-22

MCD

MCDONALDS CORP COM

-2.09%

Shares2.5K

Event2026-03-31

Filed2026-04-22

IWB

ISHARES RUSSELL 1000 ETF

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-22

ADI

ANALOG DEVICES INC COM

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION COM

2.64%

Shares4.0K

Event2026-03-31

Filed2026-04-22

VANGUARD S&P 500 ETF

39.88%

Shares1.2K

Event2026-03-31

Filed2026-04-22

GE AEROSPACE COM NEW

0.09%

Shares2.2K

Event2026-03-31

Filed2026-04-22

LINDE PLC SHS

0.16%

Shares1.2K

Event2026-03-31

Filed2026-04-22

AFL

AFLAC INC COM

0.06%

Shares5.5K

Event2026-03-31

Filed2026-04-22

NEE

NEXTERA ENERGY INC COM

0.06%

Shares6.4K

Event2026-03-31

Filed2026-04-22

TJX

TJX COS INC NEW COM

0.17%

Shares3.6K

Event2026-03-31

Filed2026-04-22

LHX

L3HARRIS TECHNOLOGIES INC COM

0.12%

Shares1.6K

Event2026-03-31

Filed2026-04-22

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-22