Hurlow Wealth Management Group
Latest statistics and disclosures from Hurlow Wealth Management Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VV, DFUS, VEA, VB, DFAS, and represent 38.69% of Hurlow Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: SPHY, VV, DFIC, DFAS, DFUS, VCIT, VNQ, VTEB, DFEM, VWOB.
- Started 7 new stock positions in VEU, IVV, BF.A, GIS, ACN, VT, SPHY.
- Reduced shares in these 10 stocks: HYG, , WFC, BP, DIS, VIG, DVY, SCHA, QQQ, AAPL.
- Sold out of its positions in BP, BLK, DIS, HYG, WFC.
- Hurlow Wealth Management Group was a net buyer of stock by $11M.
- Hurlow Wealth Management Group has $321M in assets under management (AUM), dropping by 10.05%.
- Central Index Key (CIK): 0001747749
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Portfolio Holdings for Hurlow Wealth Management Group
Hurlow Wealth Management Group holds 118 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Large Cap Etf (VV) | 11.5 | $37M | +4% | 140k | 263.29 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 9.1 | $29M | +2% | 469k | 62.20 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 6.6 | $21M | 400k | 52.81 |
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| Vanguard Index Fds Small Cp Etf (VB) | 6.0 | $19M | 81k | 237.21 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 5.5 | $18M | +8% | 272k | 64.86 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 4.5 | $15M | +4% | 149k | 97.42 |
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| Vanguard Index Fds Growth Etf (VUG) | 4.1 | $13M | 34k | 383.93 |
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| Microsoft Corporation (MSFT) | 3.6 | $11M | 27k | 430.29 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.0 | $9.7M | +2% | 203k | 47.85 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.9 | $9.2M | +7% | 110k | 83.75 |
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| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 2.6 | $8.4M | +5% | 127k | 66.37 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 2.4 | $7.8M | 287k | 27.01 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 2.3 | $7.5M | 235k | 31.78 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.2 | $7.1M | -2% | 36k | 198.06 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.1 | $6.9M | +9% | 135k | 51.12 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 2.1 | $6.6M | +3% | 83k | 79.42 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 1.9 | $6.0M | +38% | 215k | 28.14 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $5.8M | 20k | 283.16 |
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| Eli Lilly & Co. (LLY) | 1.7 | $5.5M | 6.2k | 885.94 |
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| Apple (AAPL) | 1.4 | $4.5M | 19k | 233.00 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 1.3 | $4.3M | +6% | 55k | 78.37 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $3.6M | 7.7k | 460.28 |
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| Spdr Ser Tr Portfli High Yld (SPHY) | 1.1 | $3.5M | NEW | 146k | 24.05 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.0 | $3.2M | +7% | 66k | 49.31 |
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| Vanguard Index Fds Value Etf (VTV) | 0.9 | $3.0M | 17k | 174.57 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $2.1M | 3.00 | 691180.00 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.6 | $1.8M | 27k | 67.85 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $1.8M | 6.7k | 263.83 |
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| Johnson & Johnson (JNJ) | 0.5 | $1.7M | 11k | 162.06 |
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| Wal-Mart Stores (WMT) | 0.5 | $1.7M | 21k | 80.75 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.5 | $1.6M | -5% | 31k | 51.50 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.5 | $1.6M | +52% | 56k | 28.15 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.5 | $1.5M | +2% | 32k | 48.14 |
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| Procter & Gamble Company (PG) | 0.4 | $1.4M | 8.3k | 173.20 |
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| Cincinnati Financial Corporation (CINF) | 0.4 | $1.4M | 10k | 136.12 |
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| Ishares Tr National Mun Etf (MUB) | 0.4 | $1.3M | 12k | 108.63 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $1.2M | 5.5k | 210.86 |
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| Abbvie (ABBV) | 0.3 | $1.1M | 5.5k | 197.50 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.1M | -7% | 2.2k | 488.11 |
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| Lowe's Companies (LOW) | 0.3 | $1.0M | -2% | 3.8k | 270.85 |
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| Home Depot (HD) | 0.3 | $855k | 2.1k | 405.20 |
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| McDonald's Corporation (MCD) | 0.3 | $834k | 2.7k | 304.51 |
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| Amazon (AMZN) | 0.2 | $709k | 3.8k | 186.34 |
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| Oracle Corporation (ORCL) | 0.2 | $695k | 4.1k | 170.40 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $682k | 1.2k | 573.96 |
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| AFLAC Incorporated (AFL) | 0.2 | $668k | 6.0k | 111.80 |
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| Meta Platforms Cl A (META) | 0.2 | $668k | +133% | 1.2k | 572.44 |
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| Anthem (ELV) | 0.2 | $661k | +3% | 1.3k | 520.00 |
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| Automatic Data Processing (ADP) | 0.2 | $659k | 2.4k | 276.73 |
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| Linde SHS (LIN) | 0.2 | $657k | 1.4k | 476.86 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $631k | 2.0k | 314.39 |
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| Johnson Ctls Intl SHS (JCI) | 0.2 | $630k | 8.1k | 77.61 |
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| Emerson Electric (EMR) | 0.2 | $625k | -3% | 5.7k | 109.37 |
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| Pepsi (PEP) | 0.2 | $606k | 3.6k | 170.05 |
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| Paychex (PAYX) | 0.2 | $598k | 4.5k | 134.19 |
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| Nextera Energy (NEE) | 0.2 | $596k | 7.1k | 84.53 |
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| Analog Devices (ADI) | 0.2 | $595k | 2.6k | 230.17 |
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| W.W. Grainger (GWW) | 0.2 | $571k | 550.00 | 1038.81 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $566k | 1.1k | 527.91 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $565k | 14k | 41.82 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $563k | -15% | 4.2k | 135.07 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $562k | 3.4k | 167.19 |
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| Stryker Corporation (SYK) | 0.2 | $548k | 1.5k | 361.26 |
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| Merck & Co (MRK) | 0.2 | $528k | 4.6k | 113.57 |
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| Norfolk Southern (NSC) | 0.2 | $510k | -4% | 2.1k | 248.50 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $478k | 3.7k | 128.20 |
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| FactSet Research Systems (FDS) | 0.1 | $469k | 1.0k | 459.85 |
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| Illinois Tool Works (ITW) | 0.1 | $465k | -3% | 1.8k | 262.02 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $464k | 4.0k | 117.23 |
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| L3harris Technologies (LHX) | 0.1 | $459k | 1.9k | 237.87 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $453k | 7.7k | 59.02 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $452k | +4% | 11k | 41.12 |
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| TJX Companies (TJX) | 0.1 | $446k | 3.8k | 117.54 |
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| Air Products & Chemicals (APD) | 0.1 | $441k | -3% | 1.5k | 297.74 |
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| General Dynamics Corporation (GD) | 0.1 | $438k | 1.5k | 302.20 |
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| Target Corporation (TGT) | 0.1 | $429k | -9% | 2.8k | 155.84 |
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| Abbott Laboratories (ABT) | 0.1 | $424k | -7% | 3.7k | 114.01 |
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| Consolidated Edison (ED) | 0.1 | $418k | 4.0k | 104.13 |
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| Ge Aerospace Com New (GE) | 0.1 | $394k | 2.1k | 188.58 |
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| SYSCO Corporation (SYY) | 0.1 | $380k | 4.9k | 78.06 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $357k | -2% | 2.2k | 165.83 |
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| NVIDIA Corporation (NVDA) | 0.1 | $346k | +8% | 2.8k | 121.43 |
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| Philip Morris International (PM) | 0.1 | $343k | +2% | 2.8k | 121.40 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $342k | 3.0k | 115.02 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $336k | 2.9k | 115.31 |
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| Colgate-Palmolive Company (CL) | 0.1 | $333k | 3.2k | 103.81 |
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| Medtronic SHS (MDT) | 0.1 | $305k | 3.4k | 90.03 |
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| Cisco Systems (CSCO) | 0.1 | $303k | 5.7k | 53.22 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $302k | 875.00 | 345.29 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $302k | +9% | 1.3k | 225.76 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $298k | -2% | 4.6k | 64.74 |
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| Phillips 66 (PSX) | 0.1 | $296k | -3% | 2.3k | 131.45 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $293k | 2.4k | 121.16 |
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| ConocoPhillips (COP) | 0.1 | $292k | 2.8k | 105.28 |
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| Caterpillar (CAT) | 0.1 | $292k | 747.00 | 391.12 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $290k | +12% | 1.1k | 267.37 |
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| Clorox Company (CLX) | 0.1 | $281k | 1.7k | 162.91 |
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| Morgan Stanley Com New (MS) | 0.1 | $274k | 2.6k | 104.24 |
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| Visa Com Cl A (V) | 0.1 | $273k | 992.00 | 274.95 |
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| Wec Energy Group (WEC) | 0.1 | $268k | 2.8k | 96.18 |
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| Becton, Dickinson and (BDX) | 0.1 | $268k | -9% | 1.1k | 241.10 |
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| Eversource Energy (ES) | 0.1 | $267k | 3.9k | 68.05 |
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| Waste Management (WM) | 0.1 | $264k | 1.3k | 207.60 |
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| Verizon Communications (VZ) | 0.1 | $263k | 5.9k | 44.91 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $260k | +4% | 1.3k | 200.37 |
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| Sherwin-Williams Company (SHW) | 0.1 | $257k | 673.00 | 381.67 |
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| Old National Ban (ONB) | 0.1 | $252k | 14k | 18.66 |
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| Costco Wholesale Corporation (COST) | 0.1 | $251k | 283.00 | 886.52 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $240k | NEW | 3.8k | 63.00 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $240k | 5.8k | 41.49 |
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| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.1 | $226k | 3.5k | 64.90 |
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| General Mills (GIS) | 0.1 | $224k | NEW | 3.0k | 73.85 |
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| Pfizer (PFE) | 0.1 | $221k | -5% | 7.6k | 28.94 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $219k | NEW | 1.8k | 119.67 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $214k | 2.2k | 95.95 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $207k | NEW | 586.00 | 353.48 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $203k | NEW | 352.00 | 576.82 |
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| Brown Forman Corp Cl A (BF.A) | 0.1 | $201k | NEW | 4.2k | 48.08 |
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Past Filings by Hurlow Wealth Management Group
SEC 13F filings are viewable for Hurlow Wealth Management Group going back to 2018
- Hurlow Wealth Management Group 2024 Q3 filed Oct. 7, 2024
- Hurlow Wealth Management Group 2024 Q2 filed July 12, 2024
- Hurlow Wealth Management Group 2024 Q1 filed April 16, 2024
- Hurlow Wealth Management Group 2023 Q4 filed Jan. 9, 2024
- Hurlow Wealth Management Group 2023 Q3 filed Oct. 11, 2023
- Hurlow Wealth Management Group 2023 Q2 filed July 12, 2023
- Hurlow Wealth Management Group 2023 Q1 filed April 11, 2023
- Hurlow Wealth Management Group 2022 Q4 filed Jan. 19, 2023
- Hurlow Wealth Management Group 2022 Q3 filed Oct. 13, 2022
- Hurlow Wealth Management Group 2022 Q2 filed July 11, 2022
- Hurlow Wealth Management Group 2022 Q1 filed April 13, 2022
- Hurlow Wealth Management Group 2021 Q4 filed Feb. 2, 2022
- Hurlow Wealth Management Group 2021 Q3 filed Oct. 8, 2021
- Hurlow Wealth Management Group 2021 Q2 filed July 22, 2021
- Hurlow Wealth Management Group 2021 Q1 filed April 20, 2021
- Hurlow Wealth Management Group 2020 Q4 filed Jan. 19, 2021