Hurlow Wealth Management Group Inc's Q1 2026 13F: 4 new positions, 4 exits
Form 13F-HR for the quarter ended Mar 31, 2026 · filed Apr 22, 2026 · 120 reported positions · accession 0001747749-26-000005
What changed this quarter
| Activity | Security | Weight before | Weight now | Change | Shares | Shares % |
|---|---|---|---|---|---|---|
| Increased | VANGUARD LARGE-CAP ETF (VV) | 13.8% | 13.5% | −0.3 pts | +10,444 sh | +6% |
| Increased | DIMENSIONAL U.S. EQUITY MARKET ETF (DFUS) | 11.3% | 11.1% | −0.1 pts | +38,734 sh | +6% |
| Increased | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF (DFIC) | 6.0% | 6.6% | +0.6 pts | +66,410 sh | +9% |
| Increased | DIMENSIONAL U.S. SMALL CAP ETF (DFAS) | 7.7% | 8.1% | +0.5 pts | +31,427 sh | +7% |
| Increased | VANGUARD INTERMEDIATE-TERM BOND ETF (BIV) | 2.1% | 2.4% | +0.3 pts | +17,903 sh | +16% |
| Increased | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF (DFEM) | 2.4% | 2.7% | +0.3 pts | +31,559 sh | +11% |
| Increased | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF (VWOB) | 2.8% | 2.8% | +0.1 pts | +14,273 sh | +9% |
| Increased | DIMENSIONAL US REAL ESTATE ETF (DFAR) | 0.7% | 0.9% | +0.2 pts | +35,625 sh | +28% |
| Reduced | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) | 6.8% | 6.7% | −0.2 pts | −9,045 sh | −2% |
| Increased | VANGUARD SHORT-TERM CORPORATE BOND ETF (VCSH) | 2.3% | 2.4% | 0.0 pts | +6,287 sh | +5% |
| Increased | VANGUARD TAX-EXEMPT BOND ETF (VTEB) | 1.8% | 1.8% | 0.0 pts | +7,614 sh | +5% |
| Increased | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF (SPHY) | 1.2% | 1.3% | 0.0 pts | +15,227 sh | +7% |
| Increased | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF (VTIP) | 1.0% | 1.1% | +0.1 pts | +6,873 sh | +8% |
| Reduced | VANGUARD GROWTH ETF (VUG) | 3.1% | 2.6% | −0.5 pts | −726 sh | −3% |
| Exited | RELIANCE INC COM (VEU) | 0.1% | — | −0.1 pts | −3,826 sh | −100% |
| Reduced | VANGUARD DIVIDEND APPRECIATION ETF (VIG) | 1.4% | 1.3% | −0.1 pts | −1,213 sh | −5% |
| Increased | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF (VCIT) | 2.5% | 2.5% | 0.0 pts | +3,116 sh | +3% |
| Increased | VANGUARD VALUE ETF (VTV) | 0.6% | 0.7% | +0.1 pts | +1,270 sh | +10% |
| Exited | CLOROX CO DEL COM (FDS) | 0.1% | — | −0.1 pts | −827 sh | −100% |
| New | PHILLIPS 66 COM (PSX) | — | 0.1% | +0.1 pts | +1,207 sh | new |
| Exited | HERC HLDGS INC COM (MDT) | 0.1% | — | −0.1 pts | −2,186 sh | −100% |
| New | SPDR GOLD SHARES (GLD) | — | 0.1% | +0.1 pts | +500 sh | new |
| Increased | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI) | 1.6% | 1.7% | 0.0 pts | +5,282 sh | +3% |
| New | AT&T INC COM (T) | — | 0.0% | 0.0 pts | +6,987 sh | new |
| New | PHILIP MORRIS INTL INC COM (PM) | — | 0.0% | 0.0 pts | +1,216 sh | new |
| Increased | VANGUARD S&P 500 ETF (VOO) | 0.1% | 0.2% | 0.0 pts | +331 sh | +40% |
| Increased | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF (DFAX) | 2.4% | 2.5% | +0.1 pts | +4,958 sh | +2% |
| Reduced | VANGUARD REAL ESTATE ETF (VNQ) | 2.9% | 2.8% | −0.1 pts | −1,340 sh | −1% |
| Increased | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF (VTES) | 0.1% | 0.1% | 0.0 pts | +1,155 sh | +31% |
| Reduced | VANGUARD FTSE EMERGING MARKETS ETF (VWO) | 2.8% | 2.8% | −0.1 pts | −1,361 sh | −1% |
| Increased | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF (SUB) | 0.1% | 0.1% | 0.0 pts | +496 sh | +18% |
| Increased | META PLATFORMS INC CL A (META) | 0.1% | 0.1% | 0.0 pts | +66 sh | +8% |
| Reduced | ALPHABET INC CAP STK CL A (GOOGL) | 0.1% | 0.1% | 0.0 pts | −106 sh | −10% |
| Reduced | APPLE INC COM (AAPL) | 1.1% | 1.0% | −0.1 pts | −120 sh | −1% |
| Increased | VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF (VTEC) | 0.1% | 0.1% | 0.0 pts | +305 sh | +10% |
| Exited | ISHARES ESG AWARE USD CORPORATE BOND ETF (HURA) | 0.0% | — | 0.0 pts | −31,444 sh | −100% |
| Reduced | PROCTER & GAMBLE CO COM (PG) | 0.1% | 0.1% | 0.0 pts | −147 sh | −5% |
| Increased | VANGUARD SMALL-CAP ETF (VB) | 5.5% | 5.5% | −0.1 pts | +77 sh | 0% |
| Increased | NVIDIA CORPORATION COM (NVDA) | 0.2% | 0.2% | 0.0 pts | +103 sh | +3% |
| Reduced | SCHWAB U.S. LARGE-CAP ETF (SCHX) | 0.9% | 0.8% | −0.1 pts | −675 sh | −1% |
| Reduced | MCDONALDS CORP COM (MCD) | 0.2% | 0.2% | 0.0 pts | −54 sh | −2% |
| Increased | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF (SHM) | 0.4% | 0.4% | 0.0 pts | +299 sh | +1% |
| Reduced | BERKSHIRE HATHAWAY INC DEL CL B NEW (BRK-B) | 0.9% | 0.8% | −0.1 pts | −29 sh | 0% |
| Increased | AMAZON COM INC COM (AMZN) | 0.3% | 0.2% | 0.0 pts | +46 sh | +1% |
| Reduced | SCHWAB U.S. SMALL-CAP ETF (SCHA) | 0.2% | 0.2% | 0.0 pts | −295 sh | −1% |
| Reduced | SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | 0.1% | 0.1% | 0.0 pts | −310 sh | −2% |
| Increased | ELI LILLY & CO COM (LLY) | 0.9% | 0.7% | −0.1 pts | +6 sh | 0% |
| Increased | VANGUARD TOTAL STOCK MARKET ETF (VTI) | 1.5% | 1.4% | −0.1 pts | +15 sh | 0% |
| Increased | ALPHABET INC CAP STK CL C (GOOG) | 0.1% | 0.1% | 0.0 pts | +15 sh | +1% |
| Increased | EXXON MOBIL CORP COM (XOM) | 0.1% | 0.1% | 0.0 pts | +21 sh | +1% |
The 50 largest of 94 changes, by size of the trade. Full holdings for this quarter.
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
Top 10 positions — 62.5% of the equity book
Changes in the top 10 this quarter: DFEM entered · VUG left
| # | Security | Weight before | Weight now | |
|---|---|---|---|---|
| 1 | VANGUARD LARGE-CAP ETF (VV) | 13.8% | 13.5% | |
| 2 | DIMENSIONAL U.S. EQUITY MARKET ETF (DFUS) | 11.3% | 11.1% | |
| 3 | DIMENSIONAL U.S. SMALL CAP ETF (DFAS) | 7.7% | 8.1% | |
| 4 | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) | 6.8% | 6.7% | |
| 5 | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF (DFIC) | 6.0% | 6.6% | |
| 6 | VANGUARD SMALL-CAP ETF (VB) | 5.5% | 5.5% | |
| 7 | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF (VWOB) | 2.8% | 2.8% | |
| 8 | VANGUARD REAL ESTATE ETF (VNQ) | 2.9% | 2.8% | |
| 9 | VANGUARD FTSE EMERGING MARKETS ETF (VWO) | 2.8% | 2.8% | |
| 10 | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF (DFEM) | 2.4% | 2.7% | Entered the top 10 |
| — | VANGUARD GROWTH ETF (VUG) | 3.1% | 2.6% | Left the top 10 |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).