StockDriftsStockDriftsTop 50 Hurlow Wealth Management Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD LARGE-CAP ETF | 13.49% | 189.6K | $56.7M | +5.83%(+10.44K) | $194.58(+75.40%) | 2026-03-31 | |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | 11.11% | 658.4K | $46.7M | +6.25%(+38.73K) | $53.26(+51.55%) | 2026-03-31 | |
| DFAS | DIMENSIONAL U.S. SMALL CAP ETF | 8.13% | 480.2K | $34.2M | +7.00%(+31.43K) | $59.33(+28.94%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 6.67% | 437.0K | $28.0M | -2.03%(-9.04K) | $44.00(+60.51%) | 2026-03-31 | |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 6.57% | 776.5K | $27.6M | +9.35%(+66.41K) | $29.88(+27.47%) | 2026-03-31 | |
| VB | VANGUARD SMALL-CAP ETF | 5.46% | 87.5K | $22.9M | +0.09%(+77) | $168.83(+69.21%) | 2026-03-31 | |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | 2.85% | 182.2K | $12.0M | +8.50%(+14.27K) | $71.09(-6.31%) | 2026-03-31 | |
| VNQ | VANGUARD REAL ESTATE ETF | 2.8% | 132.6K | $11.8M | -1.00%(-1.34K) | $82.40(+16.37%) | 2026-03-31 | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 2.75% | 214.0K | $11.6M | -0.63%(-1.36K) | $43.69(+37.19%) | 2026-03-31 | |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 2.67% | 324.7K | $11.2M | +10.76%(+31.56K) | $29.74(+35.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.73% | +43.25% |
| Top 20 Holdings Unweighted | +11.85% | +39.93% |
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