Hurlow Wealth Management Group, Inc.
BLOOMINGTON IN · SEC CIK 0001747749
$4.20亿2026Q1 申报市值
120持仓数
62.5%前十大占比 · 第一大 13.5%
4 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VV 加仓+$312.12万
DFUS 加仓+$274.66万
DFIC 加仓+$235.95万
DIMENSIONAL U.S. 加仓+$223.54万
BIV 加仓+$138.18万
2026Q1 卖出最多 按季末市值估算
VEA 减仓-$57.96万
VUG 减仓-$31.71万
VEU 清仓-$28.14万
VIG 减仓-$26.09万
FDS 清仓-$24.00万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $349.72万 | 0.83% | 7,298 | -29 | -0.4% | -$1.39万 | 减仓 |
| — | DIMENSIONAL US REAL ESTATE ETF | $387.71万 | 0.92% | 163,937 | 35,625 | 27.8% | $84.25万 | 加仓 |
| AAPL | APPLE INC COM | $430.31万 | 1.02% | 16,955 | -120 | -0.7% | -$3.05万 | 减仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $449.37万 | 1.07% | 89,965 | 6,873 | 8.3% | $34.33万 | 加仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $536.18万 | 1.28% | 229,922 | 15,227 | 7.1% | $35.51万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $547.94万 | 1.30% | 25,478 | -1,213 | -4.5% | -$26.09万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $567.75万 | 1.35% | 17,697 | 15 | 0.1% | $4,812 | 加仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $703.51万 | 1.67% | 180,573 | 5,282 | 3.0% | $20.58万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $766.48万 | 1.82% | 153,633 | 7,614 | 5.2% | $37.99万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $998.68万 | 2.38% | 125,984 | 6,287 | 5.3% | $49.84万 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $1,001.31万 | 2.38% | 129,737 | 17,903 | 16.0% | $138.18万 | 加仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $1,032.43万 | 2.46% | 303,923 | 4,958 | 1.7% | $16.84万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $1,045.99万 | 2.49% | 126,404 | 3,116 | 2.5% | $25.78万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $1,089.79万 | 2.59% | 24,950 | -726 | -2.8% | -$31.71万 | 减仓 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $1,122.01万 | 2.67% | 324,748 | 31,559 | 10.8% | $109.04万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1,156.67万 | 2.75% | 214,001 | -1,361 | -0.6% | -$7.36万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $1,176.27万 | 2.80% | 132,612 | -1,340 | -1.0% | -$11.89万 | 减仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $1,196.57万 | 2.85% | 182,154 | 14,273 | 8.5% | $93.76万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $2,292.48万 | 5.46% | 87,526 | 77 | 0.1% | $2.02万 | 加仓 |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $2,758.92万 | 6.57% | 776,503 | 66,410 | 9.4% | $235.95万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $2,800.22万 | 6.67% | 436,987 | -9,045 | -2.0% | -$57.96万 | 减仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $3,415.62万 | 8.13% | 480,193 | 31,427 | 7.0% | $223.54万 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $4,668.70万 | 11.11% | 658,393 | 38,734 | 6.3% | $274.66万 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $5,665.41万 | 13.49% | 189,574 | 10,444 | 5.8% | $312.12万 | 加仓 |