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Hurlow Wealth Management Group, Inc.
Period ended Sep 30, 2026 · Latest filing Oct 29, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $480,309,296
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · MRNGSTR LRG CAP · 922908637 · shares: $69,731,351
- DIMENSIONAL ETF TRUST · US EQUI MARK ETF · 25434V401 · shares: $59,675,138
- DIMENSIONAL ETF TRUST · US SMALL CAP ETF · 25434V500 · shares: $40,392,847
- DIMENSIONAL ETF TRUST · INTL CORE EQUITY · 25434V799 · shares: $34,322,089
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $30,991,250
- VANGUARD INDEX FDS · MRNGSTR SML CAP · 922908751 · shares: $24,242,010
- DIMENSIONAL ETF TRUST · EMERGING MKTS CO · 25434V732 · shares: $15,092,729
- VANGUARD INDEX FDS · MRNGSTR GRWT ETF · 922908736 · shares: $13,423,056
- VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF · 922042858 · shares: $12,381,787
- VANGUARD WHITEHALL FDS · EM MK GOV BD ETF · 921946885 · shares: $11,769,465
Reported holdings
125 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 198,185 shares | $69,731,351 |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | — | 718,718 shares | $59,675,138 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 521,737 shares | $40,392,847 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | — | 912,579 shares | $34,322,089 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 438,907 shares | $30,991,250 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 85,212 shares | $24,242,010 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | — | 379,978 shares | $15,092,729 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 148,963 shares | $13,423,056 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 208,764 shares | $12,381,787 |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 | — | 186,432 shares | $11,769,465 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 127,644 shares | $11,440,760 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 144,403 shares | $11,308,199 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | — | 301,450 shares | $11,159,696 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | — | 151,595 shares | $11,045,195 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 139,499 shares | $10,776,274 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 158,095 shares | $7,487,357 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | — | 176,347 shares | $7,306,043 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 17,354 shares | $6,494,503 |
| SPDR SERIES TRUST | ST PORT HIGH ETF | 78468R606 | — | 275,154 shares | $6,215,729 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 25,358 shares | $5,916,233 |
| APPLE INC | COM | 037833100 | — | 16,729 shares | $5,571,182 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | — | 99,801 shares | $4,912,189 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 130,717 shares | $3,921,496 |
| ELI LILLY & CO | COM | 532457108 | — | 3,365 shares | $3,893,668 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 14,481 shares | $3,128,970 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 4,984 shares | $2,481,783 |
| MICROSOFT CORP | COM | 594918104 | — | 3,963 shares | $2,032,679 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 7,602 shares | $2,012,472 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 5,223 shares | $1,727,925 |
| WALMART INC | COM | 931142103 | — | 15,743 shares | $1,636,014 |
| CINCINNATI FINL CORP | COM | 172062101 | — | 9,982 shares | $1,590,754 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 2 shares | $1,494,010 |
| SPDR SERIES TRUST | ST NUVE TERM ETF | 78468R739 | — | 29,773 shares | $1,388,910 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 17,244 shares | $1,352,274 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 12,036 shares | $1,216,840 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 | — | 8,169 shares | $1,214,322 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 1,528 shares | $1,165,228 |
| AMAZON COM INC | COM | 023135106 | — | 4,520 shares | $1,126,206 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 34,368 shares | $1,121,413 |
| ABBVIE INC | COM | 00287Y109 | — | 4,076 shares | $1,066,356 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 4,581 shares | $1,046,213 |
| ANALOG DEVICES INC | COM | 032654105 | — | 2,242 shares | $889,424 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 2,007 shares | $835,173 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 5,312 shares | $824,490 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 1,160 shares | $812,913 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 1,087 shares | $664,983 |
| GE AEROSPACE | COM NEW | 369604301 | — | 2,084 shares | $650,812 |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 921935870 | — | 6,238 shares | $615,067 |
| AFLAC INC | COM | 001055102 | — | 5,455 shares | $609,799 |
| CATERPILLAR INC | COM | 149123101 | — | 750 shares | $608,093 |
| VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 | — | 8,171 shares | $604,736 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 812 shares | $600,903 |
| LINDE PLC | SHS | G54950103 | — | 1,232 shares | $584,769 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 1,848 shares | $570,944 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 1,670 shares | $569,036 |
| WW GRAINGER INC | COM | 384802104 | — | 452 shares | $563,084 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 1,424 shares | $553,680 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | — | 14,816 shares | $540,202 |
| VANGUARD INSTL INDEX FD | ULTR SHOR TR ETF | 922040852 | — | 6,870 shares | $519,509 |
| MCDONALDS CORP | COM | 580135101 | — | 2,240 shares | $517,394 |
| TJX COS INC NEW | COM | 872540109 | — | 3,741 shares | $495,014 |
| GE VERNOVA INC | COM | 36828A101 | — | 519 shares | $493,304 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 6,465 shares | $489,647 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 2,466 shares | $482,720 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 2,877 shares | $468,232 |
| EMERSON ELEC CO | COM | 291011104 | — | 3,000 shares | $465,300 |
| CHEVRON CORPORATION | COM | 166764100 | — | 2,215 shares | $452,325 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 1,716 shares | $442,831 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 2,333 shares | $438,791 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 15,424 shares | $423,685 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 3,362 shares | $422,557 |
| RTX CORPORATION | COM | 75513E101 | — | 2,270 shares | $421,338 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 550 shares | $421,218 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 1,622 shares | $417,184 |
| CONSOLIDATED EDISON INC | COM | 209115104 | — | 4,013 shares | $410,169 |
| VISA INC | COM CL A | 92826C839 | — | 1,110 shares | $398,856 |
| CISCO SYS INC | COM | 17275R102 | — | 3,620 shares | $389,621 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | — | 1,636 shares | $387,372 |
| BLACKROCK INC | COM | 09290D101 | — | 354 shares | $374,855 |
| META PLATFORMS INC | CL A | 30303M102 | — | 513 shares | $372,017 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 2,556 shares | $371,336 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 1,115 shares | $370,122 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 2,552 shares | $363,048 |
| VANGUARD INDEX FDS | MRNGSTR SM CP GR | 922908595 | — | 1,072 shares | $362,154 |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | 922021605 | — | 3,767 shares | $355,153 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 4,150 shares | $352,584 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 1,579 shares | $350,917 |
| ISHARES TR | U S EQUITY FACTR | 46434V282 | — | 4,480 shares | $348,768 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 6,045 shares | $347,950 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 999 shares | $343,736 |
| TARGET CORP | COM | 87612E106 | — | 2,182 shares | $341,970 |
| SCHWAB STRATEGIC TR | MUN BD ETF | 808524649 | — | 13,957 shares | $337,201 |
| PAYCHEX INC | COM | 704326107 | — | 3,409 shares | $335,743 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 | — | 2,777 shares | $332,768 |
| DIMENSIONAL ETF TRUST | CALIF MUN BD ETF | 25434V633 | — | 6,966 shares | $332,069 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 4,237 shares | $330,910 |
| OLD NATL BANCORP IND | COM | 680033107 | — | 13,418 shares | $330,610 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 | — | 1,177 shares | $327,357 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 | — | 6,188 shares | $321,776 |
| SYSCO CORP | COM | 871829107 | — | 4,125 shares | $321,585 |