Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HURLOW WEALTH MANAGEMENT GROUP INC | 01-08-2024 | 12-31-2023 | 111 | 264,043,456 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | LARGE CAP ETF | 1 | $29,055,143 | 133,189 | 0.01 | 0.01 | 1,950 | 1.49 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 2 | $23,868,250 | 460,510 | 0.01 | 0.01 | 14,082 | 3.15 | 12-31-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $18,944,221 | 395,495 | 0.01 | 0.01 | 23,307 | 6.26 | 12-31-2023 |
| VANGUARD INDEX FDS | SMALL CP ETF | 4 | $16,895,279 | 79,198 | 0.01 | 0.01 | 1,103 | 1.41 | 12-31-2023 |
