HWMG

Hurlow Wealth Management Group Portfolio holdings

AUM $408M
1-Year Est. Return 16.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$408M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$3.2M
3
+$2.2M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.98M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.48M

Top Sells

1
+$805K
2
+$708K
3
+$551K
4
AAPL icon
Apple
AAPL
+$545K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$423K

Sector Composition

1 Financials 2.64%
2 Technology 2.31%
3 Healthcare 1.88%
4 Industrials 1.34%
5 Consumer Staples 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VV icon
1
Vanguard Large-Cap ETF
VV
$47.4B
$56.4M 13.8%
179,130
+6,343
DFUS icon
2
Dimensional US Equity ETF
DFUS
$19B
$46M 11.25%
619,659
+29,911
DFAS icon
3
Dimensional US Small Cap ETF
DFAS
$13.4B
$31.3M 7.65%
448,766
+46,410
VEA icon
4
Vanguard FTSE Developed Markets ETF
VEA
$216B
$27.9M 6.82%
446,032
+992
DFIC icon
5
Dimensional International Core Equity 2 ETF
DFIC
$13.5B
$24.5M 5.99%
710,093
+108,616
VB icon
6
Vanguard Small-Cap ETF
VB
$74.3B
$22.6M 5.52%
87,449
+908
VUG icon
7
Vanguard Growth ETF
VUG
$195B
$12.5M 3.07%
25,676
-1,454
VNQ icon
8
Vanguard Real Estate ETF
VNQ
$36.9B
$11.9M 2.9%
133,952
-4,528
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$115B
$11.6M 2.83%
215,362
-4,495
VWOB icon
10
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.96B
$11.3M 2.77%
167,881
+11,898
VCIT icon
11
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$63.5B
$10.3M 2.53%
123,288
+6,608
DFAX icon
12
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.4B
$9.79M 2.4%
298,965
+4,567
DFEM icon
13
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.16B
$9.7M 2.37%
293,189
+45,328
VCSH icon
14
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.7B
$9.54M 2.34%
119,697
+8,349
BIV icon
15
Vanguard Intermediate-Term Bond ETF
BIV
$28.1B
$8.71M 2.13%
111,834
+18,710
VTEB icon
16
Vanguard Tax-Exempt Bond Index Fund
VTEB
$43.7B
$7.34M 1.8%
146,019
-5,386
DFAI icon
17
Dimensional International Core Equity Market ETF
DFAI
$14.7B
$6.68M 1.64%
175,291
-21,714
VTI icon
18
Vanguard Total Stock Market ETF
VTI
$583B
$5.93M 1.45%
17,682
-1,273
VIG icon
19
Vanguard Dividend Appreciation ETF
VIG
$105B
$5.87M 1.44%
26,691
-1,187
SPHY icon
20
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.7B
$5.08M 1.24%
214,695
+27,262
AAPL icon
21
Apple
AAPL
$3.89T
$4.64M 1.14%
17,075
-2,031
VTIP icon
22
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.1B
$4.11M 1.01%
83,092
+10,124
BRK.B icon
23
Berkshire Hathaway Class B
BRK.B
$1.04T
$3.68M 0.9%
7,327
-8
LLY icon
24
Eli Lilly
LLY
$960B
$3.6M 0.88%
3,346
-8
SCHX icon
25
Schwab US Large- Cap ETF
SCHX
$64.2B
$3.59M 0.88%
133,392
-715
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