Hurlow Wealth Management Group

Latest statistics and disclosures from Hurlow Wealth Management Group's latest quarterly 13F-HR filing:

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Positions held by Hurlow Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Hurlow Wealth Management Group

Companies in the Hurlow Wealth Management Group portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 11.6 $20M 97k 200.92
Dimensional Etf Trust Us Equity Etf (DFUS) 9.7 $16M NEW 345k 47.16
Vanguard Index Fds Small Cp Etf (VB) 7.8 $13M 60k 218.67
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 7.5 $13M +2% 251k 50.49
Vanguard Index Fds Growth Etf (VUG) 6.2 $10M 36k 290.17
Vanguard Index Fds Real Estate Etf (VNQ) 5.4 $9.0M 89k 101.78
Microsoft Corporation (MSFT) 4.5 $7.5M 27k 281.91
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 3.6 $6.0M +4% 77k 78.31
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $4.6M 21k 222.05
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.7 $4.5M 48k 94.40
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.3 $3.9M +5% 79k 50.01
Vanguard Specialized Funds Div App Etf (VIG) 2.2 $3.7M 24k 153.58
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.1 $3.5M +5% 43k 82.40
Apple (AAPL) 1.6 $2.7M 19k 141.49

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Vanguard Index Fds Value Etf (VTV) 1.6 $2.6M 19k 135.38
Vanguard Bd Index Fds Intermed Term (BIV) 1.4 $2.4M 26k 89.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $2.1M 7.5k 272.93
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.1 $1.8M +4% 34k 52.59
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $1.7M 17k 100.11
Johnson & Johnson (JNJ) 1.0 $1.7M +82% 10k 161.53
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $1.5M 15k 104.02
Eli Lilly & Co. (LLY) 0.9 $1.5M 6.7k 231.10
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $1.4M -2% 6.0k 236.68
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.8 $1.4M +6% 16k 87.49
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.7 $1.2M +10% 22k 54.78
Procter & Gamble Company (PG) 0.6 $1.1M -2% 7.8k 139.84
JPMorgan Chase & Co. (JPM) 0.6 $998k 6.1k 163.69
Cincinnati Financial Corporation (CINF) 0.6 $986k 8.6k 114.23
Wal-Mart Stores (WMT) 0.6 $965k 6.9k 139.31
Lowe's Companies (LOW) 0.6 $926k 4.6k 202.76
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $823k 2.00 411500.00
Pfizer (PFE) 0.5 $805k -2% 19k 42.99
Paychex (PAYX) 0.4 $718k 6.4k 112.42
Nextera Energy (NEE) 0.4 $709k 9.0k 78.51
Target Corporation (TGT) 0.4 $697k 3.0k 228.67
Home Depot (HD) 0.4 $682k 2.1k 328.04
3M Company (MMM) 0.4 $677k 3.9k 175.53
Norfolk Southern (NSC) 0.4 $631k 2.6k 239.29
McDonald's Corporation (MCD) 0.4 $601k 2.5k 240.98
Emerson Electric (EMR) 0.4 $600k 6.4k 94.25
Automatic Data Processing (ADP) 0.4 $594k -2% 3.0k 200.07
Ishares Tr Select Divid Etf (DVY) 0.4 $591k 5.2k 114.67
L3harris Technologies (LHX) 0.3 $580k 2.6k 220.20
Analog Devices (ADI) 0.3 $567k 3.4k 167.60
Johnson Ctls Intl SHS (JCI) 0.3 $551k 8.1k 68.06
Pepsi (PEP) 0.3 $538k 3.6k 150.45
Illinois Tool Works (ITW) 0.3 $532k 2.6k 206.52
FactSet Research Systems (FDS) 0.3 $516k 1.3k 395.10
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $511k -2% 13k 38.70
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $498k 9.2k 54.21
Alphabet Cap Stk Cl C (GOOG) 0.3 $493k 185.00 2664.86
Abbott Laboratories (ABT) 0.3 $487k -3% 4.1k 118.03
Air Products & Chemicals (APD) 0.3 $481k 1.9k 256.26
Linde SHS (LIN) 0.3 $446k 1.5k 293.42
Stryker Corporation (SYK) 0.3 $438k 1.7k 263.70
Walt Disney Company (DIS) 0.3 $436k -3% 2.6k 169.12
BlackRock (BLK) 0.3 $423k 504.00 839.29
Becton, Dickinson and (BDX) 0.2 $417k 1.7k 245.87
SYSCO Corporation (SYY) 0.2 $417k 5.3k 78.41
Abbvie (ABBV) 0.2 $415k 3.9k 107.76
Exxon Mobil Corporation (XOM) 0.2 $379k 6.4k 58.88
General Dynamics Corporation (GD) 0.2 $377k 1.9k 195.84
Amazon (AMZN) 0.2 $375k 114.00 3289.47
Medtronic SHS (MDT) 0.2 $371k 3.0k 125.38
Eversource Energy (ES) 0.2 $366k 4.5k 81.68
Sherwin-Williams Company (SHW) 0.2 $356k NEW 1.3k 279.43
Verizon Communications (VZ) 0.2 $351k -2% 6.5k 54.06
Oracle Corporation (ORCL) 0.2 $349k 4.0k 87.25
AFLAC Incorporated (AFL) 0.2 $340k 6.5k 52.18
Novartis Sponsored Adr (NVS) 0.2 $336k +35% 4.1k 81.75
General Motors Company (GM) 0.2 $327k 6.2k 52.70
Clorox Company (CLX) 0.2 $318k 1.9k 165.80
At&t (T) 0.2 $315k -4% 12k 27.05
Cisco Systems (CSCO) 0.2 $310k 5.7k 54.44
W.W. Grainger (GWW) 0.2 $310k 789.00 392.90
Ishares Tr Esg Aware Msci (ESML) 0.2 $297k NEW 7.6k 38.99
Consolidated Edison (ED) 0.2 $290k 4.0k 72.50
Anthem (ANTM) 0.2 $289k 776.00 372.42
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $280k 2.7k 103.21
Duke Energy Corp Com New (DUK) 0.2 $270k -5% 2.8k 97.76
Morgan Stanley Com New (MS) 0.2 $265k 2.7k 97.25
Paypal Holdings (PYPL) 0.2 $261k 1.0k 260.74
Wec Energy Group (WEC) 0.2 $256k 2.9k 88.37
TJX Companies (TJX) 0.1 $248k 3.8k 65.96
Merck & Co (MRK) 0.1 $244k -5% 3.2k 75.22
Alphabet Cap Stk Cl A (GOOGL) 0.1 $228k 85.00 2682.35
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $227k 635.00 357.48
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $223k 1.2k 179.84
Colgate-Palmolive Company (CL) 0.1 $216k 2.9k 75.42
Wells Fargo & Company (WFC) 0.1 $216k 4.7k 46.40
Philip Morris International (PM) 0.1 $213k 2.3k 94.67
V.F. Corporation (VFC) 0.1 $213k 3.2k 67.07
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $206k 480.00 429.17
Sirius Xm Holdings (SIRI) 0.0 $61k 10k 6.06

Past Filings by Hurlow Wealth Management Group

SEC 13F filings are viewable for Hurlow Wealth Management Group going back to 2018