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 39.19% of Hurlow Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: WMT, DFAS, VCIT, DFIC, VTEB, VCSH, TJX, DFEM, DIS, META.
- Started 7 new stock positions in META, AVUV, DIS, WFC, COST, DFEM, AMD.
- Reduced shares in these 10 stocks: SHM, , SJM, VIG, GWW, VUG, AFL, VB, BDX, SCHA.
- Sold out of its positions in POWW, MUNI, SJM.
- Hurlow Wealth Management Group was a net buyer of stock by $3.1M.
- Hurlow Wealth Management Group has $283M in assets under management (AUM), dropping by 7.30%.
- Central Index Key (CIK): 0001747749
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Portfolio Holdings for Hurlow Wealth Management Group
Hurlow Wealth Management Group holds 115 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Large Cap Etf (VV) | 11.3 | $32M | 133k | 239.76 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 9.3 | $26M | 463k | 56.98 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 7.0 | $20M | 397k | 50.17 |
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| Vanguard Index Fds Small Cp Etf (VB) | 6.4 | $18M | 79k | 228.59 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 5.2 | $15M | +3% | 238k | 62.34 |
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| Vanguard Index Fds Growth Etf (VUG) | 4.2 | $12M | 34k | 344.20 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 4.2 | $12M | 136k | 86.48 |
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| Microsoft Corporation (MSFT) | 4.0 | $11M | 27k | 420.72 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.8 | $8.1M | +2% | 193k | 41.77 |
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| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 2.6 | $7.4M | 116k | 63.85 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 2.6 | $7.3M | +3% | 287k | 25.44 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.5 | $7.2M | +6% | 89k | 80.51 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 2.5 | $7.1M | 234k | 30.22 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.4 | $6.8M | -2% | 37k | 182.61 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.0 | $5.8M | +7% | 114k | 50.60 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 2.0 | $5.7M | +6% | 74k | 77.31 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.9 | $5.3M | 20k | 259.90 |
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| Eli Lilly & Co. (LLY) | 1.6 | $4.6M | 5.9k | 777.98 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 1.2 | $3.4M | +5% | 45k | 75.40 |
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| Apple (AAPL) | 1.2 | $3.3M | 19k | 171.48 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $3.1M | 7.3k | 420.54 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.0 | $3.0M | 38k | 77.73 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 1.0 | $2.9M | +16% | 109k | 26.75 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.0 | $2.8M | +7% | 58k | 47.89 |
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| Vanguard Index Fds Value Etf (VTV) | 0.9 | $2.6M | -2% | 16k | 162.86 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $1.9M | 3.00 | 634440.00 |
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| Johnson & Johnson (JNJ) | 0.6 | $1.7M | 11k | 158.19 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.6 | $1.7M | -2% | 27k | 62.06 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $1.7M | +6% | 6.6k | 249.86 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.6 | $1.6M | -3% | 33k | 49.24 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.6 | $1.6M | -45% | 33k | 47.44 |
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| Procter & Gamble Company (PG) | 0.5 | $1.3M | 8.3k | 162.25 |
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| Ishares Tr National Mun Etf (MUB) | 0.5 | $1.3M | 12k | 107.60 |
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| Cincinnati Financial Corporation (CINF) | 0.4 | $1.3M | 10k | 124.17 |
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| Wal-Mart Stores (WMT) | 0.4 | $1.2M | +200% | 21k | 60.17 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $1.1M | 29k | 39.02 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $1.1M | 5.6k | 200.30 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.1M | 2.5k | 444.04 |
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| Lowe's Companies (LOW) | 0.4 | $1.0M | 4.0k | 254.73 |
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| Abbvie (ABBV) | 0.4 | $999k | 5.5k | 182.11 |
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| Home Depot (HD) | 0.3 | $809k | 2.1k | 383.60 |
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| McDonald's Corporation (MCD) | 0.3 | $754k | 2.7k | 281.95 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $716k | 1.4k | 523.18 |
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| TJX Companies (TJX) | 0.3 | $710k | +84% | 7.0k | 101.42 |
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| Emerson Electric (EMR) | 0.2 | $689k | 6.1k | 113.42 |
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| Amazon (AMZN) | 0.2 | $686k | 3.8k | 180.39 |
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| Linde SHS (LIN) | 0.2 | $667k | 1.4k | 464.32 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $635k | 5.2k | 123.18 |
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| Paychex (PAYX) | 0.2 | $635k | 5.2k | 122.80 |
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| Anthem (ELV) | 0.2 | $625k | 1.2k | 518.54 |
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| Merck & Co (MRK) | 0.2 | $617k | 4.7k | 131.95 |
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| Pepsi (PEP) | 0.2 | $611k | 3.5k | 175.01 |
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| Automatic Data Processing (ADP) | 0.2 | $606k | -8% | 2.4k | 249.74 |
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| W.W. Grainger (GWW) | 0.2 | $597k | -17% | 587.00 | 1017.30 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $578k | 2.0k | 288.03 |
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| Stryker Corporation (SYK) | 0.2 | $578k | 1.6k | 357.87 |
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| Norfolk Southern (NSC) | 0.2 | $556k | -6% | 2.2k | 254.87 |
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| Illinois Tool Works (ITW) | 0.2 | $553k | -9% | 2.1k | 268.33 |
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| Target Corporation (TGT) | 0.2 | $542k | 3.1k | 177.19 |
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| Johnson Ctls Intl SHS (JCI) | 0.2 | $531k | 8.1k | 65.32 |
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| Analog Devices (ADI) | 0.2 | $531k | 2.7k | 197.79 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $526k | +5% | 1.1k | 480.70 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $525k | 13k | 40.27 |
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| Oracle Corporation (ORCL) | 0.2 | $512k | 4.1k | 125.61 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $509k | 3.3k | 152.26 |
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| FactSet Research Systems (FDS) | 0.2 | $474k | 1.0k | 454.39 |
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| Nextera Energy (NEE) | 0.2 | $463k | 7.2k | 63.91 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $459k | 4.0k | 116.25 |
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| AFLAC Incorporated (AFL) | 0.2 | $459k | -14% | 5.3k | 85.86 |
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| Abbott Laboratories (ABT) | 0.2 | $446k | 3.9k | 113.66 |
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| L3harris Technologies (LHX) | 0.1 | $421k | 2.0k | 213.10 |
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| General Dynamics Corporation (GD) | 0.1 | $416k | 1.5k | 282.49 |
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| SYSCO Corporation (SYY) | 0.1 | $414k | 5.1k | 81.18 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $399k | +2% | 6.9k | 58.07 |
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| BlackRock (BLK) | 0.1 | $392k | 470.00 | 833.70 |
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| Phillips 66 (PSX) | 0.1 | $382k | 2.3k | 163.34 |
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| Air Products & Chemicals (APD) | 0.1 | $371k | 1.5k | 242.27 |
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| General Electric Com New (GE) | 0.1 | $367k | 2.1k | 175.53 |
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| Consolidated Edison (ED) | 0.1 | $364k | 4.0k | 90.81 |
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| ConocoPhillips (COP) | 0.1 | $353k | 2.8k | 127.28 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $328k | 2.7k | 120.99 |
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| Colgate-Palmolive Company (CL) | 0.1 | $313k | -2% | 3.5k | 90.05 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.1 | $310k | NEW | 12k | 25.49 |
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| Becton, Dickinson and (BDX) | 0.1 | $304k | -18% | 1.2k | 247.45 |
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| Medtronic SHS (MDT) | 0.1 | $296k | 3.4k | 87.15 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $293k | 1.9k | 150.91 |
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| Clorox Company (CLX) | 0.1 | $292k | 1.9k | 153.11 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $290k | 3.0k | 96.71 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $288k | 3.0k | 96.73 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $283k | 4.7k | 60.30 |
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| Visa Com Cl A (V) | 0.1 | $275k | -5% | 986.00 | 279.08 |
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| Caterpillar (CAT) | 0.1 | $274k | 747.00 | 366.43 |
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| Waste Management (WM) | 0.1 | $272k | 1.3k | 213.15 |
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| Verizon Communications (VZ) | 0.1 | $271k | 6.4k | 41.96 |
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| Walt Disney Company (DIS) | 0.1 | $267k | NEW | 2.2k | 122.37 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $267k | 875.00 | 304.71 |
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| Cisco Systems (CSCO) | 0.1 | $263k | -8% | 5.3k | 49.91 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $254k | 1.2k | 208.27 |
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| Philip Morris International (PM) | 0.1 | $253k | 2.8k | 91.62 |
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| Morgan Stanley Com New (MS) | 0.1 | $249k | 2.6k | 94.16 |
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| Meta Platforms Cl A (META) | 0.1 | $243k | NEW | 501.00 | 485.58 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $237k | 2.4k | 97.53 |
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| Sherwin-Williams Company (SHW) | 0.1 | $234k | 675.00 | 347.33 |
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| Eversource Energy (ES) | 0.1 | $234k | -6% | 3.9k | 59.77 |
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| Wells Fargo & Company (WFC) | 0.1 | $233k | NEW | 4.0k | 57.96 |
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| General Mills (GIS) | 0.1 | $230k | -5% | 3.3k | 69.97 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $229k | 5.8k | 39.66 |
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| Wec Energy Group (WEC) | 0.1 | $229k | 2.8k | 82.12 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $228k | 1.2k | 183.89 |
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| Pfizer (PFE) | 0.1 | $215k | -18% | 7.7k | 27.75 |
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| Advanced Micro Devices (AMD) | 0.1 | $214k | NEW | 1.2k | 180.49 |
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| BP Sponsored Adr (BP) | 0.1 | $213k | 5.7k | 37.68 |
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| Costco Wholesale Corporation (COST) | 0.1 | $207k | NEW | 283.00 | 732.63 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $205k | NEW | 2.2k | 93.71 |
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| At&t (T) | 0.1 | $188k | +3% | 11k | 17.60 |
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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 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
- Hurlow Wealth Management Group 2020 Q3 filed Oct. 27, 2020
- Hurlow Wealth Management Group 2020 Q2 filed July 15, 2020