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Home > Institutional Investor > Hurlow Wealth Management Group, Inc. > Profile

Instuitional Investor - Hurlow Wealth Management Group, Inc.

Fund Profile
Filing Period:
Fund Name: Hurlow Wealth Management Group, Inc.
Portfolio Value $480,309,296
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 198,185 $69,731,351 14.52%
2.
Dimensional Etf Trust
 DFAC 718,718 $59,675,138 12.42%
3.
Dimensional Etf Trust
 DFAC 521,737 $40,392,847 8.41%
4.
Dimensional Etf Trust
 DFAC 912,579 $34,322,089 7.15%
5.
Vanguard Tax-Managed Fds
 438,907 $30,991,250 6.45%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.