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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 38.84% of Hurlow Wealth Management Group's stock portfolio.
Added to shares of these 10 stocks: VV, DFAS, DFIC, VNQ, VB, SCHX, CVX, VCSH, BIV, DFEM.
Started 5 new stock positions in DIA, IBM, CVX, MMM, BP.
Reduced shares in these 10 stocks: BRK.A, VIG, QQQ, VTEB, , DIS, AVUV, VOO, IVV, .
Sold out of its positions in AVUV, DIS, IVV, PFE, TSLA, ACN.
Hurlow Wealth Management Group was a net buyer of stock by $4.3M.
Hurlow Wealth Management Group has $320M in assets under management (AUM), dropping by -0.08%.
Central Index Key (CIK): 0001747749

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Portfolio Holdings for Hurlow Wealth Management Group

Hurlow Wealth Management Group holds 120 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Large-cap Etf Etf (VV)	11.5	$37M	+3%	143k	257.03	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	9.0	$29M		477k	60.48	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	6.8	$22M		431k	50.83	View chart
Vanguard Small-cap Etf Etf (VB)	5.8	$19M	+3%	83k	221.75	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	5.7	$18M	+6%	304k	59.75	View chart
Vanguard Real Estate Etf Etf (VNQ)	4.5	$15M	+4%	160k	90.54	View chart
Vanguard Growth Etf Etf (VUG)	3.8	$12M		33k	370.82	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	3.0	$9.7M		118k	81.76	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	2.9	$9.2M		204k	45.26	View chart
Microsoft Corp Stock (MSFT)	2.8	$9.0M		24k	375.39	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	2.7	$8.6M	+3%	133k	64.20	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	2.7	$8.5M	+10%	308k	27.77	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	2.5	$8.1M	+2%	311k	26.20	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	2.3	$7.4M	+5%	94k	78.94	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	2.2	$7.1M		226k	31.23	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	2.1	$6.7M	-4%	135k	49.62	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	2.0	$6.3M	-5%	32k	193.99	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.7	$5.3M		19k	274.84	View chart
Eli Lilly & Co Stock (LLY)	1.6	$5.1M		6.1k	825.91	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	1.5	$4.7M	+7%	61k	76.57	View chart
Apple Stock (AAPL)	1.3	$4.2M		19k	222.13	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.3	$4.1M		7.6k	532.60	View chart
Spdr Portfolio High Yield Bond Etf Etf (SPHY)	1.2	$3.8M	+6%	163k	23.42	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	1.1	$3.6M		73k	49.90	View chart
Vanguard Value Etf Etf (VTV)	0.8	$2.7M	-5%	16k	172.74	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.7	$2.2M	+26%	100k	22.08	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.7	$2.1M	+16%	80k	26.46	View chart
Walmart Stock (WMT)	0.6	$2.0M	+8%	22k	87.79	View chart
Johnson & Johnson Stock (JNJ)	0.5	$1.6M		9.9k	165.84	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.5	$1.6M	+11%	69k	23.43	View chart
Vanguard Mid-cap Etf Etf (VO)	0.5	$1.6M	-7%	6.2k	258.62	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.5	$1.6M	-33%	2.00	798441.50	View chart
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM)	0.5	$1.6M	-6%	33k	47.60	View chart
Cincinnati Finl Corp Stock (CINF)	0.5	$1.5M		11k	147.72	View chart
Jpmorgan Chase & Co Stock (JPM)	0.5	$1.5M	+10%	6.1k	245.30	View chart
Procter And Gamble Stock (PG)	0.4	$1.4M		8.3k	170.42	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.4	$1.2M	-2%	12k	105.44	View chart
Abbvie Stock (ABBV)	0.4	$1.2M		5.5k	209.54	View chart
Lowes Cos Stock (LOW)	0.3	$884k		3.8k	233.23	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.3	$860k	+29%	1.5k	559.23	View chart
Mcdonalds Corp Stock (MCD)	0.3	$855k	-3%	2.7k	312.37	View chart
Home Depot Stock (HD)	0.2	$783k		2.1k	366.49	View chart
Automatic Data Processing Stock (ADP)	0.2	$710k	-2%	2.3k	305.53	View chart
Paychex Stock (PAYX)	0.2	$688k		4.5k	154.28	View chart
Aflac Stock (AFL)	0.2	$662k		6.0k	111.19	View chart
Johnson Ctls Intl Stock (JCI)	0.2	$651k		8.1k	80.11	View chart
Linde Stock (LIN)	0.2	$642k		1.4k	465.64	View chart
Amazon Stock (AMZN)	0.2	$634k	-8%	3.3k	190.27	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.2	$616k		2.0k	306.74	View chart
Emerson Elec Stock (EMR)	0.2	$583k		5.3k	109.64	View chart
Oracle Corp Stock (ORCL)	0.2	$580k		4.1k	139.81	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$576k	-37%	1.2k	469.00	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$574k	+5%	995.00	576.36	View chart
Elevance Health Stock (ELV)	0.2	$560k		1.3k	434.96	View chart
Ishares Select Dividend Etf Etf (DVY)	0.2	$548k	-2%	4.1k	134.29	View chart
Stryker Corporation Stock (SYK)	0.2	$545k	-2%	1.5k	372.25	View chart
Grainger W W Stock (GWW)	0.2	$543k		550.00	987.83	View chart
Pepsico Stock (PEP)	0.2	$528k		3.5k	149.94	View chart
Philip Morris Intl Stock (PM)	0.2	$519k	+15%	3.3k	158.73	View chart
Analog Devices Stock (ADI)	0.2	$517k		2.6k	201.67	View chart
Nextera Energy Stock (NEE)	0.2	$500k		7.1k	70.89	View chart
Abbott Labs Stock (ABT)	0.2	$494k		3.7k	132.65	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$490k		3.1k	156.23	View chart
Norfolk Southn Corp Stock (NSC)	0.2	$480k		2.0k	236.85	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$474k		3.7k	128.96	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$470k		3.9k	118.94	View chart
Tjx Cos Stock (TJX)	0.1	$462k		3.8k	121.80	View chart
Merck & Co Stock (MRK)	0.1	$452k	+10%	5.0k	89.76	View chart
Factset Resh Sys Stock (FDS)	0.1	$449k		988.00	454.64	View chart
Chevron Corp Stock (CVX)	0.1	$449k	NEW	2.7k	167.29	View chart
Consolidated Edison Stock (ED)	0.1	$444k		4.0k	110.59	View chart
Air Prods & Chems Stock (APD)	0.1	$442k		1.5k	294.92	View chart
Ge Aerospace Stock (GE)	0.1	$442k	+5%	2.2k	200.15	View chart
Illinois Tool Wks Stock (ITW)	0.1	$440k		1.8k	248.02	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$412k		21k	19.78	View chart
Blackrock Stock (BLK)	0.1	$405k		428.00	946.48	View chart
L3harris Technologies Stock (LHX)	0.1	$404k		1.9k	209.31	View chart
Cisco Sys Stock (CSCO)	0.1	$395k	+10%	6.4k	61.71	View chart
General Dynamics Corp Stock (GD)	0.1	$395k		1.5k	272.58	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$390k	-35%	758.00	514.08	View chart
Sysco Corp Stock (SYY)	0.1	$365k		4.9k	75.04	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.1	$351k	-11%	6.0k	58.69	View chart
Visa Inc Com Cl A Stock (V)	0.1	$336k		958.00	350.46	View chart
Novartis Adr (NVS)	0.1	$331k		3.0k	111.48	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.1	$321k	-38%	8.4k	38.41	View chart
Rtx Corporation Stock (RTX)	0.1	$320k		2.4k	132.46	View chart
Nvidia Corporation Stock (NVDA)	0.1	$312k		2.9k	108.37	View chart
Wec Energy Group Stock (WEC)	0.1	$304k		2.8k	108.98	View chart
Morgan Stanley Stock (MS)	0.1	$303k		2.6k	116.67	View chart
Medtronic Stock (MDT)	0.1	$299k		3.3k	89.86	View chart
Colgate Palmolive Stock (CL)	0.1	$298k		3.2k	93.70	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$295k		1.3k	231.51	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.1	$293k		875.00	334.48	View chart
Conocophillips Stock (COP)	0.1	$292k		2.8k	105.02	View chart
Phillips 66 Stock (PSX)	0.1	$287k		2.3k	123.48	View chart
Old Natl Bancorp Ind Stock (ONB)	0.1	$286k		14k	21.19	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$286k		4.6k	62.10	View chart
Duke Energy Corp Stock (DUK)	0.1	$279k		2.3k	121.98	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$276k		1.3k	206.48	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$274k	+24%	2.4k	115.94	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$273k		1.1k	251.77	View chart
Target Corp Stock (TGT)	0.1	$268k	-3%	2.6k	104.35	View chart
Costco Whsl Corp Stock (COST)	0.1	$268k		283.00	945.78	View chart
Verizon Communications Stock (VZ)	0.1	$264k		5.8k	45.36	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.1	$256k		1.3k	197.46	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$250k		1.1k	229.06	View chart
Clorox Co Del Stock (CLX)	0.1	$250k		1.7k	147.25	View chart
Caterpillar Stock (CAT)	0.1	$246k		747.00	329.80	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$242k	-6%	1.6k	154.62	View chart
Eversource Energy Stock (ES)	0.1	$239k		3.8k	62.11	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$238k	NEW	566.00	419.88	View chart
International Business Machs Stock (IBM)	0.1	$237k	NEW	954.00	248.66	View chart
Wells Fargo Stock (WFC)	0.1	$236k	-3%	3.3k	71.79	View chart
Sherwin Williams Stock (SHW)	0.1	$235k		673.00	349.19	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$232k		3.8k	60.66	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.1	$229k		5.8k	39.69	View chart
Fidelity Quality Factor Etf Etf (FQAL)	0.1	$224k		3.5k	64.16	View chart
BP Adr (BP)	0.1	$212k	NEW	6.3k	33.79	View chart
3M Stock (MMM)	0.1	$210k	NEW	1.4k	146.81	View chart
Tuhura Biosciences Stock (HURA)	0.0	$102k	-24%	31k	3.23	View chart

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 2025 Q1 filed May 8, 2025
Hurlow Wealth Management Group 2024 Q4 filed Feb. 13, 2025
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

View all past filings

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