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☆Hurlow Wealth Management Group, Inc.

CIK 0001747749 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.738
AUM ($M)
481
Positions
125
Turnover
0.04
Top-10 wt
64%
Herfindahl
0.060
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 129 positions · portfolio value $481M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VV funds › VANGUARD INDEX FDS ADD — 13.9% +0.4% 66.8 194,273 +4,699 5 —
☆DFUS funds › DIMENSIONAL ETF TRUST ADD — 11.9% +0.8% 57.1 697,119 +38,726 5 —
☆DFAS funds › DIMENSIONAL ETF TRUST ADD — 8.6% +0.5% 41.5 504,189 +23,996 5 —
☆DFIC funds › DIMENSIONAL ETF TRUST ADD — 6.6% +0.0% 31.8 853,239 +76,736 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 6.5% -0.2% 31.1 436,379 -608 5 —
☆VB funds › VANGUARD INDEX FDS TRIM — 5.5% +0.0% 26.3 86,672 -854 5 —
☆DFEM funds › DIMENSIONAL ETF TRUST ADD — 3.0% +0.4% 14.6 359,677 +34,929 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 2.7% +0.1% 12.9 149,351 +124,401 5 —
☆VNQ funds › VANGUARD INDEX FDS TRIM — 2.6% -0.2% 12.6 130,770 -1,842 5 —
☆VWOB funds › VANGUARD WHITEHALL FDS ADD — 2.6% -0.2% 12.6 187,058 +4,904 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 2.6% -0.2% 12.4 208,177 -5,824 5 —
☆DFAX funds › DIMENSIONAL ETF TRUST TRIM — 2.3% -0.1% 11.2 302,935 -988 5 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 2.2% -0.2% 10.8 130,290 +3,886 5 —
☆BIV funds › VANGUARD BD INDEX FDS ADD — 2.2% -0.2% 10.5 137,452 +7,715 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS ADD — 2.2% -0.2% 10.4 131,739 +5,755 5 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 1.6% -0.2% 7.8 154,381 +748 5 —
☆DFAI funds › DIMENSIONAL ETF TRUST TRIM — 1.5% -0.2% 7.3 176,854 -3,719 5 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 1.4% +0.0% 6.5 17,672 -25 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 1.3% +0.0% 6.4 26,938 +1,460 5 —
☆SPHY funds › SPDR SERIES TRUST ADD — 1.2% -0.1% 5.9 250,032 +20,110 5 —
☆DFAR funds › DIMENSIONAL ETF TRUST ADD — 1.1% +0.2% 5.2 197,803 +33,866 5 —
☆AAPL funds › APPLE INC TRIM — 1.0% -0.0% 4.9 16,763 -192 5 —
☆VTIP funds › VANGUARD MALVERN FDS ADD — 1.0% -0.1% 4.7 93,496 +3,531 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.8% +0.1% 4.0 3,375 +23 5 —
☆SCHX funds › SCHWAB STRATEGIC TR TRIM — 0.8% -0.0% 3.9 131,269 -1,448 5 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 0.7% -0.0% 3.2 14,604 -18 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.5% -0.3% 2.5 4,984 -2,314 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.4% -0.0% 1.9 7,600 +17 5 —
☆CINF funds › CINCINNATI FINL CORP ADD — 0.4% +0.0% 1.8 9,975 +6 5 —
☆WMT funds › WALMART INC ADD — 0.4% -0.1% 1.8 15,756 +73 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.4% -0.0% 1.7 5,223 +32 5 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.3% -0.0% 1.5 2 +0 5 —
☆SHM funds › SPDR SERIES TRUST ADD — 0.3% -0.0% 1.5 31,219 +100 5 —
☆MSFT funds › MICROSOFT CORP ADD — 0.3% -0.0% 1.5 3,963 +133 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.3% -0.0% 1.4 17,244 +12,933 5 —
☆MUB funds › ISHARES TR HOLD — 0.3% -0.0% 1.3 11,778 +0 5 —
☆SCHA funds › SCHWAB STRATEGIC TR TRIM — 0.3% +0.0% 1.2 34,524 -424 5 —
☆JCI funds › JOHNSON CONTROLS INTERNATION ADD — 0.2% -0.0% 1.2 8,169 +43 5 —
☆AMZN funds › AMAZON COM INC ADD — 0.2% +0.0% 1.2 4,827 +201 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 0.2% +0.0% 1.1 1,531 -3 5 —
☆ABBV funds › ABBVIE INC ADD — 0.2% +0.0% 1.0 4,076 +52 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.2% +0.0% 0.9 4,581 +572 5 —
☆ADI funds › ANALOG DEVICES INC ADD — 0.2% +0.0% 0.9 2,242 +23 5 —
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 0.2% +0.0% 0.8 5,307 +1,630 5 —
☆GE funds › GE AEROSPACE ADD — 0.2% +0.0% 0.8 2,210 +1 5 —
☆IWB funds › ISHARES TR HOLD — 0.2% +0.0% 0.8 2,007 +0 5 —
☆CAT funds › CATERPILLAR INC ADD — 0.2% +0.0% 0.8 751 +1 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 0.8 1,163 +2 5 —
☆BN funds › BROOKFIELD CORP NEW — 0.2% +0.2% 0.8 18,338 +18,338 1 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 0.1% +0.1% 0.6 1,107 +3 3 —
☆LIN funds › LINDE PLC ADD — 0.1% -0.0% 0.6 1,233 +2 5 —
☆AFL funds › AFLAC INC ADD Common Stock 0.1% -0.0% 0.6 5,453 +3 5 —
☆GWW funds › WW GRAINGER INC ADD — 0.1% +0.0% 0.6 452 +1 5 —
☆GEV funds › GE VERNOVA INC HOLD — 0.1% +0.0% 0.6 521 +0 5 —
☆VTES funds › VANGUARD WELLINGTON FD ADD — 0.1% +0.0% 0.6 5,983 +1,087 4 —
☆MCD funds › MCDONALDS CORP TRIM — 0.1% -0.1% 0.6 2,239 -291 5 —
☆QQQ funds › INVESCO QQQ TR HOLD — 0.1% +0.0% 0.6 812 +0 5 —
☆GOOG funds › ALPHABET INC ADD — 0.1% +0.0% 0.6 1,670 +7 5 —
☆META funds › META PLATFORMS INC ADD — 0.1% -0.0% 0.6 1,039 +93 5 —
☆NSC funds › NORFOLK SOUTHN CORP HOLD — 0.1% -0.0% 0.6 1,846 +0 5 —
☆TJX funds › TJX COS INC NEW ADD — 0.1% -0.0% 0.6 3,749 +148 5 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.1% -0.0% 0.6 6,465 +46 5 —
☆ELV funds › ELEVANCE HEALTH INC FORMERLY ADD — 0.1% +0.0% 0.5 1,381 +33 5 —
☆VGUS funds › VANGUARD INSTL INDEX FD NEW — 0.1% +0.1% 0.5 6,870 +6,870 1 —
☆MS funds › MORGAN STANLEY ADD — 0.1% +0.0% 0.5 2,333 +4 5 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC HOLD — 0.1% -0.0% 0.5 1,638 +0 5 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 0.1% +0.0% 0.5 2,469 +3 5 —
☆ED funds › CONSOLIDATED EDISON INC ADD — 0.1% -0.0% 0.4 4,014 +1 5 —
☆ITW funds › ILLINOIS TOOL WKS INC ADD — 0.1% -0.0% 0.4 1,621 +3 5 —
☆RTX funds › RTX CORPORATION ADD — 0.1% -0.0% 0.4 2,269 +3 5 —
☆EMR funds › EMERSON ELEC CO ADD — 0.1% -0.0% 0.4 2,998 +5 5 —
☆CSCO funds › CISCO SYS INC ADD — 0.1% +0.0% 0.4 3,620 +52 5 —
☆SCHF funds › SCHWAB STRATEGIC TR TRIM — 0.1% -0.0% 0.4 15,220 -103 5 —
☆IVV funds › ISHARES TR HOLD — 0.1% +0.0% 0.4 550 +0 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.1% +0.0% 0.4 3,360 +2,940 5 —
☆GD funds › GENERAL DYNAMICS CORP ADD — 0.1% -0.0% 0.4 1,115 +1 5 —
☆VXUS funds › VANGUARD STAR FDS TRIM — 0.1% -0.0% 0.4 4,589 -358 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.1% -0.0% 0.4 2,869 +75 5 —
☆VBK funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.4 1,072 +0 5 —
☆V funds › VISA INC ADD — 0.1% +0.0% 0.4 1,120 +154 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN ADD — 0.1% -0.0% 0.4 1,714 +27 5 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.1% -0.0% 0.4 2,558 -162 5 —
☆VTEC funds › VANGUARD CALIF TAX FREE FDS ADD — 0.1% -0.0% 0.4 3,665 +250 5 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.1% -0.0% 0.4 2,211 -20 5 —
☆GOOGL funds › ALPHABET INC ADD — 0.1% +0.0% 0.4 1,019 +95 4 —
☆BLK funds › BLACKROCK INC TRIM — 0.1% -0.0% 0.4 372 -1 5 —
☆SYY funds › SYSCO CORP TRIM — 0.1% +0.0% 0.4 4,243 -46 5 —
☆IVW funds › ISHARES TR ADD — 0.1% +0.0% 0.4 2,562 +10 3 —
☆DFCA funds › DIMENSIONAL ETF TRUST HOLD — 0.1% -0.0% 0.3 6,966 +0 5 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS HOLD — 0.1% -0.0% 0.3 5,977 +0 5 —
☆QUAL funds › ISHARES TR HOLD — 0.1% -0.0% 0.3 1,579 +0 3 —
☆ONB funds › OLD NATL BANCORP IND TRIM — 0.1% +0.0% 0.3 13,367 -155 5 —
☆ESML funds › ISHARES TR HOLD — 0.1% +0.0% 0.3 6,188 +0 5 —
☆EFG funds › ISHARES TR HOLD — 0.1% -0.0% 0.3 2,777 +0 4 —
☆APD funds › AIR PRODUCTS AND CHEMICALS I ADD — 0.1% -0.0% 0.3 1,176 +31 5 —
☆LRGF funds › ISHARES TR HOLD — 0.1% +0.0% 0.3 4,480 +0 3 —
☆PAYX funds › PAYCHEX INC TRIM — 0.1% -0.0% 0.3 3,401 -39 5 —
☆SYK funds › STRYKER CORPORATION ADD — 0.1% -0.0% 0.3 1,036 +2 5 —
☆IAU funds › ISHARES GOLD TR HOLD — 0.1% -0.0% 0.3 4,237 +0 3 —
☆LOW funds › LOWES COS INC TRIM — 0.1% -0.0% 0.3 1,433 -2 5 —
☆WEC funds › WEC ENERGY GROUP INC ADD — 0.1% -0.0% 0.3 2,684 +74 5 —
☆PEP funds › PEPSICO INC HOLD — 0.1% -0.0% 0.3 2,310 +0 5 —
☆AVUV funds › AMERICAN CENTY ETF TR HOLD — 0.1% -0.0% 0.3 2,477 +0 5 —
☆VOOG funds › VANGUARD ADMIRAL FDS INC ADD — 0.1% +0.0% 0.3 3,636 +3,030 5 —
☆DIA funds › STATE STR SPDR DOW JONES IND HOLD — 0.1% -0.0% 0.3 566 +0 5 —
☆IQLT funds › ISHARES TR HOLD — 0.1% -0.0% 0.3 5,777 +0 5 —
☆TGT funds › TARGET CORP TRIM — 0.1% -0.0% 0.3 2,180 -21 5 —
☆FQAL funds › FIDELITY COVINGTON TRUST HOLD — 0.1% -0.0% 0.3 3,488 +0 5 —
☆XLY funds › SELECT SECTOR SPDR TR HOLD — 0.1% -0.0% 0.3 2,416 +0 5 —
☆IVE funds › ISHARES TR HOLD — 0.1% -0.0% 0.3 1,240 +0 3 —
☆NVS funds › NOVARTIS AG HOLD — 0.1% -0.0% 0.3 1,735 +0 5 —
☆CL funds › COLGATE PALMOLIVE CO ADD — 0.1% -0.0% 0.3 2,942 +2 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.1% +0.0% 0.3 936 +25 5 —
☆SUB funds › ISHARES TR TRIM — 0.1% -0.0% 0.3 2,401 -816 5 —
☆GLW funds › CORNING INC NEW — 0.1% +0.1% 0.2 946 +946 1 —
☆AVGO funds › BROADCOM INC NEW — 0.0% +0.0% 0.2 636 +636 1 —
☆DELL funds › DELL TECHNOLOGIES INC NEW — 0.0% +0.0% 0.2 552 +552 1 —
☆SHW funds › SHERWIN WILLIAMS CO HOLD — 0.0% -0.0% 0.2 675 +0 5 —
☆BP funds › BP PLC HOLD — 0.0% -0.0% 0.2 6,264 +0 4 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.0% -0.0% 0.2 1,218 +2 2 —
☆VT funds › VANGUARD INTL EQUITY INDEX F NEW — 0.0% +0.0% 0.2 1,387 +1,387 1 —
☆FITB funds › FIFTH THIRD BANCORP NEW — 0.0% +0.0% 0.2 3,743 +3,743 1 —
☆ES funds › EVERSOURCE ENERGY NEW — 0.0% +0.0% 0.2 2,880 +2,880 1 —
☆PSX funds › PHILLIPS 66 ADD — 0.0% -0.0% 0.2 1,209 +2 2 —
☆HURA funds › TUHURA BIOSCIENCES INC NEW — 0.0% +0.0% 0.1 38,319 +38,319 1 —
☆T funds › AT&T INC COM EXIT — 0.0% -0.0% 0.0 0 -6,987 0 —
☆GLD funds › SPDR GOLD SHARES EXIT — 0.0% -0.1% 0.0 0 -500 0 —
☆BSV funds › VANGUARD SHORT-TERM BOND ETF EXIT — 0.0% -0.1% 0.0 0 -6,658 0 —
☆ABT funds › ABBOTT LABORATORIES COM EXIT — 0.0% -0.1% 0.0 0 -2,181 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 481 125 0.04 64% 0.060 0.736 — in
2026Q1 420 120 0.03 62% 0.057 0.724 — in
2025Q4 408 120 0.04 63% 0.057 0.668 — in
2025Q3 386 119 0.09 62% 0.056 0.561 — in
2025Q2 354 127 0.05 57% 0.046 0.611 — entered
2025Q1 320 120 0.00 56% 0.045 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status