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 |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD LARGE-CAP ETF | $5,665.41万 | 13.49% | 189,574 | 10,444 | 5.8% | $312.12万 | 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 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $3,415.62万 | 8.13% | 480,193 | 31,427 | 7.0% | $223.54万 | 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 |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $2,758.92万 | 6.57% | 776,503 | 66,410 | 9.4% | $235.95万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $2,292.48万 | 5.46% | 87,526 | 77 | 0.1% | $2.02万 | 加仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $1,196.57万 | 2.85% | 182,154 | 14,273 | 8.5% | $93.76万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $1,176.27万 | 2.80% | 132,612 | -1,340 | -1.0% | -$11.89万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1,156.67万 | 2.75% | 214,001 | -1,361 | -0.6% | -$7.36万 | 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 |
| VUG | VANGUARD GROWTH ETF | $1,089.79万 | 2.59% | 24,950 | -726 | -2.8% | -$31.71万 | 减仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $1,045.99万 | 2.49% | 126,404 | 3,116 | 2.5% | $25.78万 | 加仓 |
| 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 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $1,001.31万 | 2.38% | 129,737 | 17,903 | 16.0% | $138.18万 | 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 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $766.48万 | 1.82% | 153,633 | 7,614 | 5.2% | $37.99万 | 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 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $567.75万 | 1.35% | 17,697 | 15 | 0.1% | $4,812 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $547.94万 | 1.30% | 25,478 | -1,213 | -4.5% | -$26.09万 | 减仓 |
| 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 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $449.37万 | 1.07% | 89,965 | 6,873 | 8.3% | $34.33万 | 加仓 |
| AAPL | APPLE INC COM | $430.31万 | 1.02% | 16,955 | -120 | -0.7% | -$3.05万 | 减仓 |
| — | DIMENSIONAL US REAL ESTATE ETF | $387.71万 | 0.92% | 163,937 | 35,625 | 27.8% | $84.25万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $349.72万 | 0.83% | 7,298 | -29 | -0.4% | -$1.39万 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $340.29万 | 0.81% | 132,717 | -675 | -0.5% | -$1.73万 | 减仓 |
| LLY | ELI LILLY & CO COM | $308.31万 | 0.73% | 3,352 | 6 | 0.2% | $5,519 | 加仓 |
| VTV | VANGUARD VALUE ETF | $286.88万 | 0.68% | 14,622 | 1,270 | 9.5% | $24.92万 | 加仓 |
| WMT | WALMART INC COM | $194.91万 | 0.46% | 15,683 | 17 | 0.1% | $2,113 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $185.36万 | 0.44% | 7,583 | 10 | 0.1% | $2,444 | 加仓 |
| CINF | CINCINNATI FINL CORP COM | $156.86万 | 0.37% | 9,969 | 7 | 0.1% | $1,101 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $152.70万 | 0.36% | 5,191 | 1 | 0.0% | $294 | 加仓 |
| SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $148.84万 | 0.35% | 31,119 | 299 | 1.0% | $1.43万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $143.63万 | 0.34% | 2 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $141.78万 | 0.34% | 3,830 | -7 | -0.2% | -$2,591 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $125.02万 | 0.30% | 11,778 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $123.80万 | 0.29% | 4,311 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC SHS | $106.41万 | 0.25% | 8,126 | 4 | 0.0% | $524 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $101.63万 | 0.24% | 34,948 | -295 | -0.8% | -$8,579 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $99.75万 | 0.24% | 1,534 | -2 | -0.1% | -$1,301 | 减仓 |
| AMZN | AMAZON COM INC COM | $96.35万 | 0.23% | 4,626 | 46 | 1.0% | $9,581 | 加仓 |
| ABBV | ABBVIE INC COM | $87.53万 | 0.21% | 4,024 | 3 | 0.1% | $653 | 加仓 |
| MCD | MCDONALDS CORP COM | $78.63万 | 0.19% | 2,530 | -54 | -2.1% | -$1.68万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $71.56万 | 0.17% | 2,007 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $70.60万 | 0.17% | 2,219 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $69.92万 | 0.17% | 4,009 | 103 | 2.6% | $1.80万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $69.36万 | 0.17% | 1,161 | 331 | 39.9% | $19.77万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $62.68万 | 0.15% | 2,209 | 2 | 0.1% | $568 | 加仓 |
| LIN | LINDE PLC SHS | $61.03万 | 0.15% | 1,231 | 2 | 0.2% | $992 | 加仓 |
| AFL | AFLAC INC COM | $59.79万 | 0.14% | 5,450 | 3 | 0.1% | $329 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $59.62万 | 0.14% | 6,419 | 4 | 0.1% | $372 | 加仓 |
| TJX | TJX COS INC NEW COM | $57.51万 | 0.14% | 3,601 | 6 | 0.2% | $958 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $56.54万 | 0.13% | 1,638 | 2 | 0.1% | $690 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $54.46万 | 0.13% | 3,677 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $54.12万 | 0.13% | 946 | 66 | 7.5% | $3.78万 | 加仓 |
| CAT | CATERPILLAR INC COM | $53.13万 | 0.13% | 750 | 3 | 0.4% | $2,125 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $52.98万 | 0.13% | 1,846 | 2 | 0.1% | $574 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $52.21万 | 0.12% | 6,658 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $49.52万 | 0.12% | 4,896 | 1,155 | 30.9% | $11.68万 | 加仓 |
| GWW | WW GRAINGER INC COM | $49.20万 | 0.12% | 451 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $47.70万 | 0.11% | 1,663 | 15 | 0.9% | $4,303 | 加仓 |
| — | EXXON MOBIL CORP COM | $47.40万 | 0.11% | 2,794 | 21 | 0.8% | $3,563 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $46.88万 | 0.11% | 812 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $46.16万 | 0.11% | 2,231 | 2 | 0.1% | $414 | 加仓 |
| GEV | GE VERNOVA INC COM | $45.48万 | 0.11% | 521 | 1 | 0.2% | $873 | 加仓 |
| ED | CONSOLIDATED EDISON INC COM | $45.42万 | 0.11% | 4,013 | 3 | 0.1% | $340 | 加仓 |
| RTX | RTX CORPORATION COM | $43.71万 | 0.10% | 2,266 | 3 | 0.1% | $579 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $42.12万 | 0.10% | 1,618 | 4 | 0.2% | $1,041 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $39.46万 | 0.09% | 1,348 | 2 | 0.1% | $586 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $39.29万 | 0.09% | 2,720 | -147 | -5.1% | -$2.12万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $39.21万 | 0.09% | 2,993 | 1 | 0.0% | $131 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $38.33万 | 0.09% | 2,329 | 6 | 0.3% | $987 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $38.23万 | 0.09% | 1,114 | 1 | 0.1% | $343 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $38.15万 | 0.09% | 4,947 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $37.93万 | 0.09% | 15,323 | -310 | -2.0% | -$7,673 | 减仓 |
| IAU | ISHARES GOLD TRUST | $37.35万 | 0.09% | 4,237 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 ETF | $35.93万 | 0.09% | 550 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $35.87万 | 0.09% | 2,310 | 7 | 0.3% | $1,087 | 加仓 |
| BLK | BLACKROCK INC COM | $35.87万 | 0.09% | 373 | 1 | 0.3% | $962 | 加仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $34.99万 | 0.08% | 5,977 | 0 | 0.0% | — | 不变 |
| DFCA | DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF | $34.73万 | 0.08% | 6,966 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $34.28万 | 0.08% | 1,687 | -1 | -0.1% | -$203 | 减仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $34.26万 | 0.08% | 3,217 | 496 | 18.2% | $5.28万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $33.98万 | 0.08% | 1,034 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $33.91万 | 0.08% | 1,435 | 1 | 0.1% | $236 | 加仓 |
| VTEC | VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF | $33.84万 | 0.08% | 3,415 | 305 | 9.8% | $3.02万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $33.26万 | 0.08% | 1,145 | -12 | -1.0% | -$3,486 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $32.77万 | 0.08% | 2,466 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $32.40万 | 0.08% | 1,072 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $31.69万 | 0.08% | 3,440 | -1 | -0.0% | -$92 | 减仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $30.93万 | 0.07% | 2,777 | -10 | -0.4% | -$1,114 | 减仓 |
| SYY | SYSCO CORP COM | $30.59万 | 0.07% | 4,289 | 2 | 0.0% | $143 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $30.29万 | 0.07% | 1,579 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC COM | $30.22万 | 0.07% | 2,610 | 2 | 0.1% | $232 | 加仓 |
| ONB | OLD NATL BANCORP IND COM | $29.88万 | 0.07% | 13,522 | 4 | 0.0% | $88 | 加仓 |
| LRGF | ISHARES U.S. EQUITY FACTOR ETF | $29.57万 | 0.07% | 4,480 | 0 | 0.0% | — | 不变 |
| BP | BP PLC SPONSORED ADR | $29.44万 | 0.07% | 6,264 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $29.28万 | 0.07% | 420 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $29.20万 | 0.07% | 966 | 8 | 0.8% | $2,418 | 加仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $29.10万 | 0.07% | 6,188 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $28.87万 | 0.07% | 2,552 | 0 | 0.0% | — | 不变 |