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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, DFAS, VEA, DFIC, and represent 45.96% of Hurlow Wealth Management Group's stock portfolio.
Added to shares of these 10 stocks: VV, DFUS, DFIC, DFAS, BIV, DFEM, VWOB, DFAR, VCSH, VTEB.
Started 4 new stock positions in T, GLD, PSX, PM.
Reduced shares in these 10 stocks: VEA, VUG, VEU, VIG, FDS, MDT, VNQ, VWO, GOOGL, AAPL.
Sold out of its positions in FDS, HURA, VEU, MDT.
Hurlow Wealth Management Group was a net buyer of stock by $16M.
Hurlow Wealth Management Group has $420M in assets under management (AUM), dropping by 2.84%.
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 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Large-cap Etf Etf (VV)	13.5	$57M	+5%	190k	298.85	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	11.1	$47M	+6%	658k	70.91	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	8.1	$34M	+7%	480k	71.13	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	6.7	$28M	-2%	437k	64.08	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	6.6	$28M	+9%	777k	35.53	View chart
Vanguard Small-cap Etf Etf (VB)	5.5	$23M		88k	261.92	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	2.8	$12M	+8%	182k	65.69	View chart
Vanguard Real Estate Etf Etf (VNQ)	2.8	$12M		133k	88.70	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	2.8	$12M		214k	54.05	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	2.7	$11M	+10%	325k	34.55	View chart
Vanguard Growth Etf Etf (VUG)	2.6	$11M	-2%	25k	436.79	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	2.5	$11M	+2%	126k	82.75	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	2.5	$10M		304k	33.97	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	2.4	$10M	+16%	130k	77.18	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	2.4	$10M	+5%	126k	79.27	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	1.8	$7.7M	+5%	154k	49.89	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	1.7	$7.0M	+3%	181k	38.96	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.4	$5.7M		18k	320.82	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.3	$5.5M	-4%	26k	215.06	View chart
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)	1.3	$5.4M	+7%	230k	23.32	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	1.1	$4.5M	+8%	90k	49.95	View chart
Apple Stock (AAPL)	1.0	$4.3M		17k	253.79	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	0.9	$3.9M	+27%	164k	23.65	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.8	$3.5M		7.3k	479.20	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.8	$3.4M		133k	25.64	View chart
Eli Lilly & Co Stock (LLY)	0.7	$3.1M		3.4k	919.77	View chart
Vanguard Value Etf Etf (VTV)	0.7	$2.9M	+9%	15k	196.20	View chart
Walmart Stock (WMT)	0.5	$1.9M		16k	124.28	View chart
Johnson & Johnson Stock (JNJ)	0.4	$1.9M		7.6k	244.44	View chart
Cincinnati Finl Corp Stock (CINF)	0.4	$1.6M		10k	157.35	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$1.5M		5.2k	294.16	View chart
State Street Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM)	0.4	$1.5M		31k	47.83	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.3	$1.4M		2.00	718140.00	View chart
Microsoft Corp Stock (MSFT)	0.3	$1.4M		3.8k	370.18	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.3	$1.3M		12k	106.15	View chart
Vanguard Mid-cap Etf Etf (VO)	0.3	$1.2M		4.3k	287.18	View chart
Johnson Ctls Intl Stock (JCI)	0.3	$1.1M		8.1k	130.95	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.2	$1.0M		35k	29.08	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.2	$998k		1.5k	650.25	View chart
Amazon Stock (AMZN)	0.2	$964k		4.6k	208.28	View chart
Abbvie Stock (ABBV)	0.2	$875k		4.0k	217.51	View chart
Mcdonalds Corp Stock (MCD)	0.2	$786k	-2%	2.5k	310.79	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.2	$716k		2.0k	356.56	View chart
Analog Devices Stock (ADI)	0.2	$706k		2.2k	318.14	View chart
Nvidia Corporation Stock (NVDA)	0.2	$699k	+2%	4.0k	174.40	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$694k	+39%	1.2k	597.38	View chart
Ge Aerospace Stock (GE)	0.1	$627k		2.2k	283.77	View chart
Linde Stock (LIN)	0.1	$610k		1.2k	495.76	View chart
Aflac Stock (AFL)	0.1	$598k		5.5k	109.71	View chart
Nextera Energy Stock (NEE)	0.1	$596k		6.4k	92.88	View chart
Tjx Cos Stock (TJX)	0.1	$575k		3.6k	159.70	View chart
L3harris Technologies Stock (LHX)	0.1	$565k		1.6k	345.15	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$545k		3.7k	148.10	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$541k	+7%	946.00	572.13	View chart
Caterpillar Stock (CAT)	0.1	$531k		750.00	708.46	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$530k		1.8k	287.00	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$522k		6.7k	78.41	View chart
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES)	0.1	$495k	+30%	4.9k	101.14	View chart
Ww Grainger Stock (GWW)	0.1	$492k		451.00	1090.81	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$477k		1.7k	286.86	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$474k		2.8k	169.66	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$469k		812.00	577.37	View chart
Chevron Corporation Stock (CVX)	0.1	$462k		2.2k	206.90	View chart
Ge Vernova Stock (GEV)	0.1	$455k		521.00	872.90	View chart
Consolidated Edison Stock (ED)	0.1	$454k		4.0k	113.18	View chart
Rtx Corporation Stock (RTX)	0.1	$437k		2.3k	192.90	View chart
Illinois Tool Wks Stock (ITW)	0.1	$421k		1.6k	260.30	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.1	$395k		1.3k	292.75	View chart
Procter & Gamble Stock (PG)	0.1	$393k	-5%	2.7k	144.44	View chart
Emerson Elec Stock (EMR)	0.1	$392k		3.0k	131.02	View chart
Morgan Stanley Stock (MS)	0.1	$383k		2.3k	164.57	View chart
General Dynamics Corp Stock (GD)	0.1	$382k		1.1k	343.22	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$382k		4.9k	77.11	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$379k		15k	24.75	View chart
Ishares Gold Trust Etf (IAU)	0.1	$374k		4.2k	88.16	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$359k		550.00	653.21	View chart
Pepsico Stock (PEP)	0.1	$359k		2.3k	155.29	View chart
Blackrock Stock (BLK)	0.1	$359k		373.00	961.71	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.1	$350k		6.0k	58.54	View chart
Dimensional California Municipal Bond Etf Etf (DFCA)	0.1	$347k		7.0k	49.85	View chart
Automatic Data Processing Stock (ADP)	0.1	$343k		1.7k	203.18	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$343k	+18%	3.2k	106.50	View chart
Stryker Corporation Stock (SYK)	0.1	$340k		1.0k	328.59	View chart
Lowes Cos Stock (LOW)	0.1	$339k		1.4k	236.28	View chart
Vanguard California Tax-exempt Bond Etf Etf (VTEC)	0.1	$338k	+9%	3.4k	99.08	View chart
Air Products And Chemicals Stock (APD)	0.1	$333k		1.1k	290.49	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$328k		2.5k	132.90	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$324k		1.1k	302.25	View chart
Paychex Stock (PAYX)	0.1	$317k		3.4k	92.12	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.1	$309k		2.8k	111.37	View chart
Sysco Corp Stock (SYY)	0.1	$306k		4.3k	71.33	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$303k		1.6k	191.81	View chart
Wec Energy Group Stock (WEC)	0.1	$302k		2.6k	115.77	View chart
Old Natl Bancorp Ind Stock (ONB)	0.1	$299k		14k	22.10	View chart
Ishares U.s. Equity Factor Etf Etf (LRGF)	0.1	$296k		4.5k	66.00	View chart
BP Adr (BP)	0.1	$294k		6.3k	47.00	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$293k		420.00	697.10	View chart
Visa Inc Com Cl A Stock (V)	0.1	$292k		966.00	302.24	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.1	$291k		6.2k	47.02	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$289k		2.6k	113.11	View chart
Cisco Sys Stock (CSCO)	0.1	$277k		3.6k	77.59	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.1	$274k		2.5k	110.47	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.1	$267k		5.8k	46.23	View chart
Target Corp Stock (TGT)	0.1	$267k		2.2k	121.20	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$266k	-10%	924.00	287.56	View chart
Novartis Adr (NVS)	0.1	$265k		1.7k	152.75	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.1	$263k		2.4k	108.98	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$262k		566.00	463.19	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$262k		1.2k	211.15	View chart
Fidelity Quality Factor Etf Etf (FQAL)	0.1	$253k		3.5k	72.60	View chart
Colgate Palmolive Stock (CL)	0.1	$251k		2.9k	85.23	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.1	$247k		606.00	407.69	View chart
Advanced Micro Devices Stock (AMD)	0.1	$225k		1.1k	203.43	View chart
Abbott Laboratories Stock (ABT)	0.1	$224k		2.2k	102.67	View chart
International Business Machs Stock (IBM)	0.1	$221k		911.00	242.46	View chart
Phillips 66 Stock (PSX)	0.1	$220k	NEW	1.2k	182.18	View chart
Sherwin Williams Stock (SHW)	0.1	$216k		675.00	320.55	View chart
Spdr Gold Shares Etf (GLD)	0.1	$215k	NEW	500.00	430.29	View chart
At&t Stock (T)	0.0	$203k	NEW	7.0k	28.99	View chart
Philip Morris Intl Stock (PM)	0.0	$201k	NEW	1.2k	165.34	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 2026 Q1 filed April 22, 2026
Hurlow Wealth Management Group 2025 Q4 filed Feb. 17, 2026
Hurlow Wealth Management Group 2025 Q3 filed Nov. 5, 2025
Hurlow Wealth Management Group 2025 Q2 filed July 10, 2025
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

View all past filings

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