Hurlow Wealth Management Group, Inc.
BLOOMINGTON IN · SEC CIK 0001747749
$4.81亿2026Q2 申报市值
125持仓数
63.9%前十大占比 · 第一大 13.9%
8 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DFUS 加仓+$317.32万
DFIC 加仓+$285.92万
DIMENSIONAL ETF 加仓+$197.58万
VV 加仓+$161.60万
DFEM 加仓+$141.95万
2026Q2 卖出最多 按季末市值估算
BRK/B 减仓-$115.79万
BSV 清仓-$52.21万
VWO 减仓-$34.76万
VB 减仓-$25.89万
ABT 清仓-$22.39万
2026Q2 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 INDEX FDS | $6,681.26万 | 13.90% | 194,273 | 4,699 | 2.5% | $161.60万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $5,712.19万 | 11.88% | 697,119 | 38,726 | 5.9% | $317.32万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,151.49万 | 8.64% | 504,189 | 23,996 | 5.0% | $197.58万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $3,179.17万 | 6.61% | 853,239 | 76,736 | 9.9% | $285.92万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,109.20万 | 6.47% | 436,379 | -608 | -0.1% | -$4.33万 | 减仓 |
| VB | VANGUARD INDEX FDS | $2,627.19万 | 5.47% | 86,672 | -854 | -1.0% | -$25.89万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,461.73万 | 3.04% | 359,677 | 34,929 | 10.8% | $141.95万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,286.51万 | 2.68% | 149,351 | -349 | -0.2% | -$3.01万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $1,261.01万 | 2.62% | 130,770 | -1,842 | -1.4% | -$17.76万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $1,257.78万 | 2.62% | 187,058 | 4,904 | 2.7% | $32.97万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,242.61万 | 2.59% | 208,177 | -5,824 | -2.7% | -$34.76万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,116.01万 | 2.32% | 302,935 | -988 | -0.3% | -$3.64万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,076.85万 | 2.24% | 130,290 | 3,886 | 3.1% | $32.12万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,054.26万 | 2.19% | 137,452 | 7,715 | 5.9% | $59.17万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,041.13万 | 2.17% | 131,739 | 5,755 | 4.6% | $45.48万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $780.86万 | 1.62% | 154,381 | 748 | 0.5% | $3.78万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $729.52万 | 1.52% | 176,854 | -3,719 | -2.1% | -$15.34万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $653.95万 | 1.36% | 17,672 | -25 | -0.1% | -$9,251 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $637.41万 | 1.33% | 26,938 | 1,460 | 5.7% | $34.55万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $586.08万 | 1.22% | 250,032 | 20,110 | 8.7% | $47.14万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $517.45万 | 1.08% | 197,803 | 33,866 | 20.7% | $88.59万 | 加仓 |
| AAPL | APPLE INC | $485.06万 | 1.01% | 16,763 | -192 | -1.1% | -$5.56万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $469.63万 | 0.98% | 93,496 | 3,531 | 3.9% | $17.74万 | 加仓 |
| LLY | ELI LILLY & CO | $404.81万 | 0.84% | 3,375 | 23 | 0.7% | $2.76万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $386.32万 | 0.80% | 131,269 | -1,448 | -1.1% | -$4.26万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $318.26万 | 0.66% | 14,604 | -18 | -0.1% | -$3,923 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $249.39万 | 0.52% | 4,984 | -2,314 | -31.7% | -$115.79万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $193.02万 | 0.40% | 7,600 | 17 | 0.2% | $4,317 | 加仓 |
| CINF | CINCINNATI FINL CORP | $184.69万 | 0.38% | 9,975 | 6 | 0.1% | $1,111 | 加仓 |
| WMT | WALMART INC | $178.45万 | 0.37% | 15,756 | 73 | 0.5% | $8,268 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $170.96万 | 0.36% | 5,223 | 32 | 0.6% | $1.05万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.31% | 2 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $149.74万 | 0.31% | 31,219 | 100 | 0.3% | $4,796 | 加仓 |
| MSFT | MICROSOFT CORP | $147.83万 | 0.31% | 3,963 | 133 | 3.5% | $4.96万 | 加仓 |
| VO | VANGUARD INDEX FDS | $138.93万 | 0.29% | 17,244 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $126.75万 | 0.26% | 11,778 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $124.73万 | 0.26% | 34,524 | -424 | -1.2% | -$1.53万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $119.36万 | 0.25% | 8,169 | 43 | 0.5% | $6,283 | 加仓 |
| AMZN | AMAZON COM INC | $115.05万 | 0.24% | 4,827 | 201 | 4.3% | $4.79万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $114.32万 | 0.24% | 1,531 | -3 | -0.2% | -$2,240 | 减仓 |
| ABBV | ABBVIE INC | $102.58万 | 0.21% | 4,076 | 52 | 1.3% | $1.31万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $91.66万 | 0.19% | 4,581 | 572 | 14.3% | $11.45万 | 加仓 |
| ADI | ANALOG DEVICES INC | $89.05万 | 0.19% | 2,242 | 23 | 1.0% | $9,135 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $83.87万 | 0.17% | 5,307 | 1,630 | 44.3% | $25.76万 | 加仓 |
| GE | GE AEROSPACE | $82.59万 | 0.17% | 2,210 | 1 | 0.0% | $374 | 加仓 |
| IWB | ISHARES TR | $82.19万 | 0.17% | 2,007 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $79.97万 | 0.17% | 751 | 1 | 0.1% | $1,065 | 加仓 |
| VOO | VANGUARD INDEX FDS | $79.86万 | 0.17% | 1,163 | 2 | 0.2% | $1,373 | 加仓 |
| BN | BROOKFIELD CORP | $78.10万 | 0.16% | 18,338 | 18,338 | — | $78.10万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $64.31万 | 0.13% | 1,107 | 3 | 0.3% | $1,743 | 加仓 |
| LIN | LINDE PLC | $63.99万 | 0.13% | 1,233 | 2 | 0.2% | $1,038 | 加仓 |
| AFL | AFLAC INC | $63.94万 | 0.13% | 5,453 | 3 | 0.1% | $352 | 加仓 |
| GWW | WW GRAINGER INC | $61.49万 | 0.13% | 452 | 1 | 0.2% | $1,360 | 加仓 |
| GEV | GE VERNOVA INC | $61.21万 | 0.13% | 521 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $60.61万 | 0.13% | 5,983 | 1,087 | 22.2% | $11.01万 | 加仓 |
| MCD | MCDONALDS CORP | $60.52万 | 0.13% | 2,239 | -291 | -11.5% | -$7.87万 | 减仓 |
| QQQ | INVESCO QQQ TR | $59.82万 | 0.12% | 812 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $59.01万 | 0.12% | 1,670 | 7 | 0.4% | $2,473 | 加仓 |
| META | META PLATFORMS INC | $58.53万 | 0.12% | 1,039 | 93 | 9.8% | $5.24万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $58.07万 | 0.12% | 1,846 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $56.80万 | 0.12% | 3,749 | 148 | 4.1% | $2.24万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $56.74万 | 0.12% | 6,465 | 46 | 0.7% | $4,037 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $53.41万 | 0.11% | 1,381 | 33 | 2.4% | $1.28万 | 加仓 |
| VGUS | VANGUARD INSTL INDEX FD | $51.98万 | 0.11% | 6,870 | 6,870 | — | $51.98万 | 新建仓 |
| MS | MORGAN STANLEY | $48.77万 | 0.10% | 2,333 | 4 | 0.2% | $836 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $47.60万 | 0.10% | 1,638 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $47.04万 | 0.10% | 2,469 | 3 | 0.1% | $572 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $44.41万 | 0.09% | 4,014 | 1 | 0.0% | $111 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $43.84万 | 0.09% | 1,621 | 3 | 0.2% | $811 | 加仓 |
| RTX | RTX CORPORATION | $43.05万 | 0.09% | 2,269 | 3 | 0.1% | $569 | 加仓 |
| EMR | EMERSON ELEC CO | $42.92万 | 0.09% | 2,998 | 5 | 0.2% | $716 | 加仓 |
| CSCO | CISCO SYS INC | $42.52万 | 0.09% | 3,620 | 52 | 1.5% | $6,108 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $42.16万 | 0.09% | 15,220 | -103 | -0.7% | -$2,853 | 减仓 |
| IVV | ISHARES TR | $41.19万 | 0.09% | 550 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $40.15万 | 0.08% | 3,360 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $39.50万 | 0.08% | 1,115 | 1 | 0.1% | $354 | 加仓 |
| VXUS | VANGUARD STAR FDS | $39.23万 | 0.08% | 4,589 | -358 | -7.2% | -$3.06万 | 减仓 |
| — | EXXON MOBIL CORP | $39.23万 | 0.08% | 2,869 | 75 | 2.7% | $1.03万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $39.20万 | 0.08% | 1,072 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $38.43万 | 0.08% | 1,120 | 154 | 15.9% | $5.28万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $38.38万 | 0.08% | 1,714 | 27 | 1.6% | $6,047 | 加仓 |
| PG | PROCTER & GAMBLE CO | $37.51万 | 0.08% | 2,558 | -162 | -6.0% | -$2.38万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $36.87万 | 0.08% | 3,665 | 250 | 7.3% | $2.52万 | 加仓 |
| CVX | CHEVRON CORPORATION | $36.65万 | 0.08% | 2,211 | -20 | -0.9% | -$3,315 | 减仓 |
| GOOGL | ALPHABET INC | $36.42万 | 0.08% | 1,019 | 95 | 10.3% | $3.40万 | 加仓 |
| BLK | BLACKROCK INC | $35.77万 | 0.07% | 372 | -1 | -0.3% | -$962 | 减仓 |
| SYY | SYSCO CORP | $35.46万 | 0.07% | 4,243 | -46 | -1.1% | -$3,845 | 减仓 |
| IVW | ISHARES TR | $35.24万 | 0.07% | 2,562 | 10 | 0.4% | $1,375 | 加仓 |
| DFCA | DIMENSIONAL ETF TRUST | $34.96万 | 0.07% | 6,966 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $34.79万 | 0.07% | 5,977 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $34.65万 | 0.07% | 1,579 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND | $34.62万 | 0.07% | 13,367 | -155 | -1.1% | -$4,014 | 减仓 |
| ESML | ISHARES TR | $34.61万 | 0.07% | 6,188 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $34.55万 | 0.07% | 2,777 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $34.48万 | 0.07% | 1,176 | 31 | 2.7% | $9,089 | 加仓 |
| LRGF | ISHARES TR | $33.88万 | 0.07% | 4,480 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $33.44万 | 0.07% | 3,401 | -39 | -1.1% | -$3,835 | 减仓 |
| SYK | STRYKER CORPORATION | $32.62万 | 0.07% | 1,036 | 2 | 0.2% | $630 | 加仓 |
| IAU | ISHARES GOLD TR | $31.99万 | 0.07% | 4,237 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $31.60万 | 0.07% | 1,433 | -2 | -0.1% | -$441 | 减仓 |