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HWMG

Hurlow Wealth Management Group Portfolio holdings

AUM $420M
1-Year Est. Return 16.85%
This Fund
S&P 500
This Quarter Est. Return
-0.81%
1 Year Est. Return
+16.85%
3 Year Est. Return
+47.17%
5 Year Est. Return
+48.98%
10 Year Est. Return
–
AUM
$420M
AUM Growth
+$11.6M
Cap. Flow
+$16.7M
Cap. Flow %
3.98%
Top 10 Hldgs %
62.49%
Holding
124
New
4
Increased
67
Reduced
19
Closed
4

Top Buys

1
VV icon
Vanguard Large-Cap ETF
VV
+$3.27M
2
DFUS
Dimensional US Equity ETF
DFUS
+$2.87M
3
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.41M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.31M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.39M

Top Sells

1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$597K
2
VUG icon
Vanguard Growth ETF
VUG
+$339K
3
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$281K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$270K
5
FDS icon
Factset
FDS
+$240K

Sector Composition

1 Financials 2.37%
2 Technology 2.03%
3 Healthcare 1.67%
4 Industrials 1.4%
5 Consumer Staples 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VV icon
1
Vanguard Large-Cap ETF
VV
$52.2B
$56.7M 13.49%
189,574
+10,444
+6% +$3.27M
DFUS
2
Dimensional US Equity ETF
DFUS
$20.8B
$46.7M 11.11%
658,393
+38,734
+6% +$2.87M
DFAS icon
3
Dimensional US Small Cap ETF
DFAS
$15B
$34.2M 8.13%
480,193
+31,427
+7% +$2.31M
VEA icon
4
Vanguard FTSE Developed Markets ETF
VEA
$226B
$28M 6.67%
436,987
-9,045
-2% -$597K
DFIC icon
5
Dimensional International Core Equity 2 ETF
DFIC
$14.4B
$27.6M 6.57%
776,503
+66,410
+9% +$2.41M
VB icon
6
Vanguard Small-Cap ETF
VB
$79.7B
$22.9M 5.46%
87,526
+77
+0.1% +$20.8K
VWOB icon
7
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.21B
$12M 2.85%
182,154
+14,273
+9% +$959K
VNQ icon
8
Vanguard Real Estate ETF
VNQ
$39.6B
$11.8M 2.8%
132,612
-1,340
-1% -$123K
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$11.6M 2.75%
214,001
-1,361
-0.6% -$76.2K
DFEM icon
10
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.76B
$11.2M 2.67%
324,748
+31,559
+11% +$1.12M
VUG icon
11
Vanguard Growth ETF
VUG
$221B
$10.9M 2.59%
149,700
-4,356
-3% -$339K
VCIT icon
12
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$10.5M 2.49%
126,404
+3,116
+3% +$261K
DFAX icon
13
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.7B
$10.3M 2.46%
303,923
+4,958
+2% +$173K
BIV icon
14
Vanguard Intermediate-Term Bond ETF
BIV
$29.1B
$10M 2.38%
129,737
+17,903
+16% +$1.39M
VCSH icon
15
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$9.99M 2.38%
125,984
+6,287
+5% +$501K
VTEB icon
16
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$7.66M 1.82%
153,633
+7,614
+5% +$384K
DFAI
17
Dimensional International Core Equity Market ETF
DFAI
$17B
$7.04M 1.67%
180,573
+5,282
+3% +$211K
VTI icon
18
Vanguard Total Stock Market ETF
VTI
$658B
$5.68M 1.35%
17,697
+15
+0.1% +$5.03K
VIG icon
19
Vanguard Dividend Appreciation ETF
VIG
$111B
$5.48M 1.3%
25,478
-1,213
-5% -$270K
SPHY icon
20
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.4B
$5.36M 1.28%
229,922
+15,227
+7% +$359K
VTIP icon
21
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$4.49M 1.07%
89,965
+6,873
+8% +$342K
AAPL icon
22
Apple
AAPL
$4.89T
$4.3M 1.02%
16,955
-120
-0.7% -$31.2K
DFAR icon
23
Dimensional US Real Estate ETF
DFAR
$1.79B
$3.88M 0.92%
163,937
+35,625
+28% +$856K
BRK.B icon
24
Berkshire Hathaway Class B
BRK.B
$1.06T
$3.5M 0.83%
7,298
-29
-0.4% -$14.2K
SCHX icon
25
Schwab US Large- Cap ETF
SCHX
$71.7B
$3.4M 0.81%
132,717
-675
-0.5% -$18.1K
1
2 3 4 5

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MilWealth Group Milwaukee, Wisconsin $420M AUM 12.37% 1-Year Est. Return
AI
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CWM
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MIC
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IMA
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CMHI
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TFP
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WCG
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Hurlow Wealth Management Group's Q1 2026 Portfolio in Review

As of Q1 2026, Hurlow Wealth Management Group held 124 positions worth $420M, up 2.8% from $408M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Hurlow Wealth Management Group deployed $16.7M of net new capital in Q1 2026, opening 4 new positions and adding to 67 existing holdings. Its largest new stake was SPDR Gold Trust: 500 shares worth $215K.

By sector, the portfolio is most concentrated in Financials at 2.4% of assets, down from 2.6% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Vanguard FTSE Developed Markets ETF, an estimated $597K trimmed.

  • Hurlow Wealth Management Group's largest Q1 2026 buy was SPDR Gold Trust: 500 shares worth $215K.
  • Hurlow Wealth Management Group added most to Vanguard Large-Cap ETF in Q1 2026, an estimated $3.27M increase.
  • Hurlow Wealth Management Group's biggest Q1 2026 reduction was Vanguard FTSE Developed Markets ETF, cutting an estimated $597K.
  • Hurlow Wealth Management Group fully exited Vanguard FTSE All-World ex-US ETF in Q1 2026, selling an estimated $281K.
  • Hurlow Wealth Management Group's ten largest holdings make up 62% of its $420M portfolio in Q1 2026.
  • Hurlow Wealth Management Group opened 4 new positions and closed 4 in Q1 2026.
  • Hurlow Wealth Management Group's portfolio value rose 2.8% quarter-over-quarter to $420M.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.