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
$320M
AUM Growth
-$247K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.05M
3
+$789K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$664K
5
VB icon
Vanguard Small-Cap ETF
VB
+$569K

Top Sells

1
+$798K
2
+$395K
3
+$351K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$309K
5
TSLA icon
Tesla
TSLA
+$273K

Sector Composition

1 Technology 5.22%
2 Financials 3.55%
3 Healthcare 3.41%
4 Consumer Staples 1.83%
5 Industrials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VV icon
1
Vanguard Large-Cap ETF
VV
$46B
$36.9M 11.52%
143,407
+4,474
DFUS icon
2
Dimensional US Equity ETF
DFUS
$17B
$28.8M 9.01%
476,715
-2,998
VEA icon
3
Vanguard FTSE Developed Markets ETF
VEA
$178B
$21.9M 6.85%
431,077
+2,131
VB icon
4
Vanguard Small-Cap ETF
VB
$67B
$18.5M 5.78%
83,340
+2,568
DFAS icon
5
Dimensional US Small Cap ETF
DFAS
$11.2B
$18.2M 5.68%
304,296
+17,611
VNQ icon
6
Vanguard Real Estate ETF
VNQ
$34.1B
$14.5M 4.52%
159,703
+7,336
VUG icon
7
Vanguard Growth ETF
VUG
$195B
$12.2M 3.81%
32,857
-118
VCIT icon
8
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.1B
$9.67M 3.02%
118,267
+2,236
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$9.23M 2.88%
203,906
-264
MSFT icon
10
Microsoft
MSFT
$3.82T
$9M 2.81%
23,987
-20
VWOB icon
11
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.86B
$8.56M 2.67%
133,308
+4,025
DFIC icon
12
Dimensional International Core Equity 2 ETF
DFIC
$10.6B
$8.54M 2.67%
307,662
+28,401
DFAX icon
13
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.58B
$8.14M 2.54%
310,697
+8,473
VCSH icon
14
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
$7.38M 2.31%
93,518
+4,607
DFAI icon
15
Dimensional International Core Equity Market ETF
DFAI
$11.7B
$7.05M 2.2%
225,748
-4,361
VTEB icon
16
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$6.72M 2.1%
135,383
-6,222
VIG icon
17
Vanguard Dividend Appreciation ETF
VIG
$97.9B
$6.27M 1.96%
32,334
-2,036
VTI icon
18
Vanguard Total Stock Market ETF
VTI
$543B
$5.33M 1.67%
19,397
LLY icon
19
Eli Lilly
LLY
$720B
$5.07M 1.58%
6,138
+40
BIV icon
20
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
$4.69M 1.47%
61,310
+4,268
AAPL icon
21
Apple
AAPL
$3.74T
$4.25M 1.33%
19,118
-135
BRK.B icon
22
Berkshire Hathaway Class B
BRK.B
$1.06T
$4.05M 1.27%
7,607
-100
SPHY icon
23
SPDR Portfolio High Yield Bond ETF
SPHY
$9.23B
$3.82M 1.19%
162,919
+10,548
VTIP icon
24
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
$3.63M 1.13%
72,729
+1,222
VTV icon
25
Vanguard Value ETF
VTV
$147B
$2.69M 0.84%
15,558
-842
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