HWMG

Hurlow Wealth Management Group Portfolio holdings

AUM $354M
1-Year Est. Return 12.73%
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$2.02M
3
+$1.98M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.63M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.6M

Top Sells

1
+$2.28M
2
+$1.16M
3
+$753K
4
LLY icon
Eli Lilly
LLY
+$389K
5
WM icon
Waste Management
WM
+$295K

Sector Composition

1 Technology 5.65%
2 Financials 3.14%
3 Healthcare 2.66%
4 Consumer Staples 1.68%
5 Industrials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VV icon
1
Vanguard Large-Cap ETF
VV
$46B
$42.5M 12.02%
149,114
+5,707
DFUS icon
2
Dimensional US Equity ETF
DFUS
$17B
$34.1M 9.63%
508,591
+31,876
VEA icon
3
Vanguard FTSE Developed Markets ETF
VEA
$178B
$24.5M 6.91%
428,980
-2,097
DFAS icon
4
Dimensional US Small Cap ETF
DFAS
$11.2B
$21.4M 6.03%
335,322
+31,026
VB icon
5
Vanguard Small-Cap ETF
VB
$67B
$19.8M 5.6%
83,713
+373
VUG icon
6
Vanguard Growth ETF
VUG
$195B
$13.2M 3.74%
30,200
-2,657
VNQ icon
7
Vanguard Real Estate ETF
VNQ
$34.1B
$11.9M 3.37%
134,073
-25,630
MSFT icon
8
Microsoft
MSFT
$3.82T
$11.9M 3.35%
23,863
-124
DFIC icon
9
Dimensional International Core Equity 2 ETF
DFIC
$10.6B
$11.2M 3.16%
359,284
+51,622
VWO icon
10
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$10.4M 2.95%
210,864
+6,958
VCIT icon
11
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.1B
$9.95M 2.81%
119,965
+1,698
VWOB icon
12
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.86B
$9.42M 2.66%
144,191
+10,883
DFAX icon
13
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.58B
$9.09M 2.57%
309,426
-1,271
VCSH icon
14
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
$7.77M 2.19%
97,711
+4,193
DFAI icon
15
Dimensional International Core Equity Market ETF
DFAI
$11.7B
$7.67M 2.17%
221,749
-3,999
VTEB icon
16
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$7.24M 2.05%
147,712
+12,329
VIG icon
17
Vanguard Dividend Appreciation ETF
VIG
$97.9B
$6.34M 1.79%
30,987
-1,347
BIV icon
18
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
$5.86M 1.66%
75,767
+14,457
VTI icon
19
Vanguard Total Stock Market ETF
VTI
$543B
$5.73M 1.62%
18,854
-543
DFEM icon
20
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.39B
$4.4M 1.24%
148,270
+67,898
LLY icon
21
Eli Lilly
LLY
$720B
$4.4M 1.24%
5,639
-499
SPHY icon
22
SPDR Portfolio High Yield Bond ETF
SPHY
$9.23B
$4.22M 1.19%
177,163
+14,244
AAPL icon
23
Apple
AAPL
$3.74T
$3.92M 1.11%
19,096
-22
VTIP icon
24
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
$3.81M 1.08%
75,889
+3,160
BRK.B icon
25
Berkshire Hathaway Class B
BRK.B
$1.06T
$3.7M 1.04%
7,607
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