Hurlow Wealth Management Group, Inc. Diversified Active

Location: Bloomington, IN

CIK: 0001747749 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 5, 2026

Total Value: $481M (100.0% shares, 0.0% debt)

Holdings (125)

Increased Positions (36)

DFUS DIMENSIONAL ETF TRUST 11.9%
Value $57.12M (+22.4%) Shares 697,119 (+5.9%) Est. Cost $52.24 Unrealized
VV VANGUARD INDEX FDS 13.9%
Value $66.81M (+17.9%) Shares 194,273 (+2.5%) Est. Cost $199.98 Unrealized
DFAS DIMENSIONAL ETF TRUST 8.6%
Value $41.51M (+21.5%) Shares 504,189 (+5.0%) Est. Cost $59.62 Unrealized
DFIC DIMENSIONAL ETF TRUST 6.6%
Value $31.79M (+15.2%) Shares 853,239 (+9.9%) Est. Cost $31.15 Unrealized
DFEM DIMENSIONAL ETF TRUST 3.0%
Value $14.62M (+30.3%) Shares 359,677 (+10.8%) Est. Cost $31.61 Unrealized
VUG VANGUARD INDEX FDS 2.7%
Value $12.87M (+18.1%) Shares 149,351 (+498.6%) Est. Cost $95.73 Unrealized
DFAR DIMENSIONAL ETF TRUST 1.1%
Value $5.175M (+33.5%) Shares 197,803 (+20.7%) Est. Cost $23.93 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.3%
Value $6.374M (+16.3%) Shares 26,938 (+5.7%) Est. Cost $134.59 Unrealized
VWOB VANGUARD WHITEHALL FDS 2.6%
Value $12.58M (+5.1%) Shares 187,058 (+2.7%) Est. Cost $70.34 Unrealized
BIV VANGUARD BD INDEX FDS 2.2%
Value $10.54M (+5.3%) Shares 137,452 (+5.9%) Est. Cost $79.69 Unrealized
SPHY SPDR SERIES TRUST 1.2%
Value $5.861M (+9.3%) Shares 250,032 (+8.7%) Est. Cost $23.85 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 2.2%
Value $10.41M (+4.3%) Shares 131,739 (+4.6%) Est. Cost $79.03 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 2.2%
Value $10.77M (+2.9%) Shares 130,290 (+3.1%) Est. Cost $85.33 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value $839K (+54.0%) Shares 5,307 (+44.3%) Est. Cost $111.97 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value $917K (+31.1%) Shares 4,581 (+14.3%) Est. Cost $124.84 Unrealized
VTIP VANGUARD MALVERN FDS 1.0%
Value $4.696M (+4.5%) Shares 93,496 (+3.9%) Est. Cost $49.80 Unrealized
AMZN AMAZON COM INC 0.2%
Value $1.151M (+19.4%) Shares 4,827 (+4.3%) Est. Cost $150.60 Unrealized
ADI ANALOG DEVICES INC 0.2%
Value $890K (+26.1%) Shares 2,242 (+1.0%) Est. Cost $79.13 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value $1.389M (+12.2%) Shares 17,244 (+300.0%) Est. Cost $103.45 Unrealized
ABBV ABBVIE INC 0.2%
Value $1.026M (+17.2%) Shares 4,076 (+1.3%) Est. Cost $88.54 Unrealized
CSCO CISCO SYS INC 0.1%
Value $425K (+53.6%) Shares 3,620 (+1.5%) Est. Cost $41.17 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.1%
Value $534K (+35.3%) Shares 1,381 (+2.4%) Est. Cost $368.06 Unrealized
VTES VANGUARD WELLINGTON FD 0.1%
Value $606K (+22.4%) Shares 5,983 (+22.2%) Est. Cost $101.62 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value $402K (+37.1%) Shares 3,360 (+700.0%) Est. Cost $190.13 Unrealized
GOOGL ALPHABET INC 0.1%
Value $364K (+37.1%) Shares 1,019 (+10.3%) Est. Cost $223.01 Unrealized
V VISA INC 0.1%
Value $384K (+31.6%) Shares 1,120 (+15.9%) Est. Cost $250.87 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $392K (-17.3%) Shares 2,869 (+2.7%) Est. Cost $65.96 Unrealized
MSFT MICROSOFT CORP 0.3%
Value $1.478M (+4.3%) Shares 3,963 (+3.5%) Est. Cost $114.30 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value $300K (+21.6%) Shares 3,636 (+500.0%) Est. Cost $115.59 Unrealized
META META PLATFORMS INC 0.1%
Value $585K (+8.1%) Shares 1,039 (+9.8%) Est. Cost $541.06 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $263K (+19.2%) Shares 936 (+2.7%) Est. Cost $240.52 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value $384K (+12.0%) Shares 1,714 (+1.6%) Est. Cost $125.01 Unrealized
VTEC VANGUARD CALIF TAX FREE FDS 0.1%
Value $369K (+9.0%) Shares 3,665 (+7.3%) Est. Cost $98.01 Unrealized
APD AIR PRODUCTS AND CHEMICALS I 0.1%
Value $345K (+3.7%) Shares 1,176 (+2.7%) Est. Cost $139.20 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value $313K (+3.7%) Shares 2,684 (+2.8%) Est. Cost $62.14 Unrealized
TJX TJX COS INC NEW 0.1%
Value $568K (-1.2%) Shares 3,749 (+4.1%) Est. Cost $73.74 Unrealized

Decreased Positions (14)

Unchanged Positions (66)

VB VANGUARD INDEX FDS 5.5%
Value $26.27M Shares 86,672 Est. Cost $164.05 Unrealized
VEA VANGUARD TAX-MANAGED FDS 6.5%
Value $31.09M Shares 436,379 Est. Cost $43.22 Unrealized
LLY ELI LILLY & CO 0.8%
Value $4.048M Shares 3,375 Est. Cost $154.74 Unrealized
VTI VANGUARD INDEX FDS 1.4%
Value $6.54M Shares 17,672 Est. Cost $137.99 Unrealized
DFAX DIMENSIONAL ETF TRUST 2.3%
Value $11.16M Shares 302,935 Est. Cost $22.23 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $643K Shares 1,107 Est. Cost $224.60 Unrealized
VTV VANGUARD INDEX FDS 0.7%
Value $3.183M Shares 14,604 Est. Cost $115.08 Unrealized
CINF CINCINNATI FINL CORP 0.4%
Value $1.847M Shares 9,975 Est. Cost $77.06 Unrealized
CAT CATERPILLAR INC 0.2%
Value $800K Shares 751 Est. Cost $261.47 Unrealized
GE GE AEROSPACE 0.2%
Value $826K Shares 2,210 Est. Cost $72.73 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value $1.71M Shares 5,223 Est. Cost $105.57 Unrealized
WMT WALMART INC 0.4%
Value $1.785M Shares 15,756 Est. Cost $50.50 Unrealized
GEV GE VERNOVA INC 0.1%
Value $612K Shares 521 Est. Cost $415.97 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.2%
Value $1.143M Shares 1,531 Est. Cost $460.79 Unrealized
VTEB VANGUARD MUN BD FDS 1.6%
Value $7.809M Shares 154,381 Est. Cost $50.39 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value $470K Shares 2,469 Est. Cost $171.88 Unrealized
JCI JOHNSON CONTROLS INTERNATION 0.2%
Value $1.194M Shares 8,169 Est. Cost $30.81 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value $598K Shares 812 Est. Cost $288.76 Unrealized
GWW WW GRAINGER INC 0.1%
Value $615K Shares 452 Est. Cost $270.51 Unrealized
GOOG ALPHABET INC 0.1%
Value $590K Shares 1,670 Est. Cost $107.46 Unrealized
IWB ISHARES TR 0.2%
Value $822K Shares 2,007 Est. Cost $243.74 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value $799K Shares 1,163 Est. Cost $468.66 Unrealized
MS MORGAN STANLEY 0.1%
Value $488K Shares 2,333 Est. Cost $84.62 Unrealized
CVX CHEVRON CORPORATION 0.1%
Value $366K Shares 2,211 Est. Cost $150.48 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value $476K Shares 1,638 Est. Cost $180.55 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value $1.93M Shares 7,600 Est. Cost $140.26 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value $392K Shares 1,072 Est. Cost $252.10 Unrealized
IVW ISHARES TR 0.1%
Value $352K Shares 2,562 Est. Cost $123.26 Unrealized
BP BP PLC 0.0%
Value $231K Shares 6,264 Est. Cost $34.46 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value $1.498M Shares 2 Est. Cost $354155.88 Unrealized
ESML ISHARES TR 0.1%
Value $346K Shares 6,188 Est. Cost $35.35 Unrealized
IAU ISHARES GOLD TR 0.1%
Value $320K Shares 4,237 Est. Cost $81.17 Unrealized
IVV ISHARES TR 0.1%
Value $412K Shares 550 Est. Cost $643.95 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value $581K Shares 1,846 Est. Cost $142.35 Unrealized
PEP PEPSICO INC 0.1%
Value $313K Shares 2,310 Est. Cost $97.70 Unrealized
QUAL ISHARES TR 0.1%
Value $346K Shares 1,579 Est. Cost $198.62 Unrealized
LRGF ISHARES TR 0.1%
Value $339K Shares 4,480 Est. Cost $69.43 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value $422K Shares 15,220 Est. Cost $24.38 Unrealized
AFL AFLAC INC 0.1%
Value $639K Shares 5,453 Est. Cost $42.39 Unrealized
EMR EMERSON ELEC CO 0.1%
Value $429K Shares 2,998 Est. Cost $60.30 Unrealized
EFG ISHARES TR 0.1%
Value $346K Shares 2,777 Est. Cost $113.89 Unrealized
AVUV AMERICAN CENTY ETF TR 0.1%
Value $309K Shares 2,477 Est. Cost $92.06 Unrealized
DIA STATE STR SPDR DOW JONES IND 0.1%
Value $296K Shares 566 Est. Cost $419.88 Unrealized
FQAL FIDELITY COVINGTON TRUST 0.1%
Value $284K Shares 3,488 Est. Cost $61.32 Unrealized
LIN LINDE PLC 0.1%
Value $640K Shares 1,233 Est. Cost $322.30 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value $567K Shares 6,465 Est. Cost $58.88 Unrealized
LOW LOWES COS INC 0.1%
Value $316K Shares 1,433 Est. Cost $84.62 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value $283K Shares 2,416 Est. Cost $151.74 Unrealized
IVE ISHARES TR 0.1%
Value $282K Shares 1,240 Est. Cost $212.07 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value $220K Shares 1,218 Est. Cost $175.91 Unrealized
IQLT ISHARES TR 0.1%
Value $286K Shares 5,777 Est. Cost $37.56 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value $270K Shares 2,942 Est. Cost $58.67 Unrealized
TGT TARGET CORP 0.1%
Value $285K Shares 2,180 Est. Cost $65.21 Unrealized
MUB ISHARES TR 0.3%
Value $1.268M Shares 11,778 Est. Cost $104.48 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value $438K Shares 1,621 Est. Cost $117.76 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value $232K Shares 675 Est. Cost $264.03 Unrealized
PSX PHILLIPS 66 0.0%
Value $204K Shares 1,209 Est. Cost $147.11 Unrealized
SYK STRYKER CORPORATION 0.1%
Value $326K Shares 1,036 Est. Cost $154.78 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value $395K Shares 1,115 Est. Cost $152.08 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value $444K Shares 4,014 Est. Cost $60.48 Unrealized
SHM SPDR SERIES TRUST 0.3%
Value $1.497M Shares 31,219 Est. Cost $47.18 Unrealized
NVS NOVARTIS AG 0.1%
Value $272K Shares 1,735 Est. Cost $84.57 Unrealized
RTX RTX CORPORATION 0.1%
Value $430K Shares 2,269 Est. Cost $75.63 Unrealized
DFCA DIMENSIONAL ETF TRUST 0.1%
Value $350K Shares 6,966 Est. Cost $49.31 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value $348K Shares 5,977 Est. Cost $58.47 Unrealized
BLK BLACKROCK INC 0.1%
Value $358K Shares 372 Est. Cost $991.05 Unrealized