Hurlow Wealth Management Group, Inc. - Portfolio overview

Hurlow Wealth Management Group, Inc. has 130 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VV - VANGUARD LARGE-CAP ETF, 13.41%
2. DFUS - DIMENSIONAL U.S. EQUITY MARKET ETF, 11.05%
3. DFAS - DIMENSIONAL U.S. SMALL CAP ETF, 8.09%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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