HWMG

Hurlow Wealth Management Group Portfolio holdings

AUM $386M
1-Year Est. Return 12.34%
This Quarter Est. Return
1 Year Est. Return
+12.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$7.29M
3
+$5.88M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.59M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$3.19M

Top Sells

1
+$10.3M
2
+$1.74M
3
+$1.47M
4
ORCL icon
Oracle
ORCL
+$929K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$899K

Sector Composition

1 Financials 2.81%
2 Technology 2.55%
3 Healthcare 1.78%
4 Industrials 1.51%
5 Consumer Staples 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VV icon
1
Vanguard Large-Cap ETF
VV
$47.2B
$53.2M 13.78%
172,787
+23,673
DFUS icon
2
Dimensional US Equity ETF
DFUS
$17.9B
$42.7M 11.06%
589,748
+81,157
DFAS icon
3
Dimensional US Small Cap ETF
DFAS
$11.8B
$27.5M 7.13%
402,356
+67,034
VEA icon
4
Vanguard FTSE Developed Markets ETF
VEA
$185B
$26.7M 6.91%
445,040
+16,060
VB icon
5
Vanguard Small-Cap ETF
VB
$68.7B
$22M 5.7%
86,541
+2,828
DFIC icon
6
Dimensional International Core Equity 2 ETF
DFIC
$11.3B
$19.7M 5.11%
601,477
+242,193
VUG icon
7
Vanguard Growth ETF
VUG
$202B
$13M 3.37%
27,130
-3,070
VNQ icon
8
Vanguard Real Estate ETF
VNQ
$34B
$12.7M 3.28%
138,480
+4,407
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$11.9M 3.09%
219,857
+8,993
VWOB icon
10
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.29B
$10.4M 2.7%
155,983
+11,792
VCIT icon
11
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.4B
$9.81M 2.54%
116,680
-3,285
DFAX icon
12
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.77B
$9.24M 2.39%
294,398
-15,028
VCSH icon
13
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$8.9M 2.31%
111,348
+13,637
DFEM icon
14
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.67B
$7.95M 2.06%
247,861
+99,591
VTEB icon
15
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.2B
$7.58M 1.96%
151,405
+3,693
BIV icon
16
Vanguard Intermediate-Term Bond ETF
BIV
$26.3B
$7.27M 1.88%
93,124
+17,357
DFAI icon
17
Dimensional International Core Equity Market ETF
DFAI
$12.2B
$7.16M 1.85%
197,005
-24,744
VTI icon
18
Vanguard Total Stock Market ETF
VTI
$562B
$6.22M 1.61%
18,955
+101
VIG icon
19
Vanguard Dividend Appreciation ETF
VIG
$100B
$6.02M 1.56%
27,878
-3,109
AAPL icon
20
Apple
AAPL
$4.22T
$4.87M 1.26%
19,106
+10
SPHY icon
21
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.2B
$4.49M 1.16%
187,433
+10,270
VTIP icon
22
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.6B
$3.69M 0.96%
72,968
-2,921
BRK.B icon
23
Berkshire Hathaway Class B
BRK.B
$1.09T
$3.69M 0.96%
7,335
-272
SCHX icon
24
Schwab US Large- Cap ETF
SCHX
$62.6B
$3.53M 0.91%
134,107
-544
LLY icon
25
Eli Lilly
LLY
$950B
$2.56M 0.66%
3,354
-2,285
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