Hurlow Wealth Management Group

Hurlow Wealth Management Group as of March 31, 2019

Portfolio Holdings for Hurlow Wealth Management Group

Hurlow Wealth Management Group holds 97 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Vanguard Large-Cap ETF (VV) 7.8 $7.3M 54k 135.04
Vanguard Growth ETF (VUG) 6.8 $6.3M 39k 163.77
Vanguard Small-Cap ETF (VB) 5.5 $5.1M 32k 158.28
Schwab Strategic Tr us lrg cap etf (SCHX) 5.3 $4.9M 70k 70.33
Vanguard REIT ETF (VNQ) 4.3 $4.0M 46k 86.77
Microsoft Corporation (MSFT) 3.9 $3.7M 28k 130.60
Vanguard Europe Pacific ETF (VEA) 3.8 $3.5M 84k 42.03
Vanguard Total Stock Market ETF (VTI) 3.5 $3.3M 22k 150.37
Alerian Mlp Etf 3.5 $3.3M 329k 9.94
Vanguard Value ETF (VTV) 3.5 $3.2M 29k 111.26
Schwab International Equity ETF (SCHF) 3.0 $2.8M 87k 32.21
Schwab U S Small Cap ETF (SCHA) 2.9 $2.7M 37k 72.46
Schwab Strategic Tr us aggregate b (SCHZ) 2.8 $2.6M 51k 51.72
Berkshire Hathaway (BRK.B) 1.7 $1.6M 7.2k 216.73
Schwab Strategic Tr us dividend eq (SCHD) 1.5 $1.4M 26k 53.96
Schwab Emerging Markets Equity ETF (SCHE) 1.5 $1.4M 52k 26.68
Vanguard Dividend Appreciation ETF (VIG) 1.4 $1.3M 12k 113.70
Apple (AAPL) 1.4 $1.3M 6.5k 200.62
Vanguard Emerging Markets ETF (VWO) 1.0 $913k 21k 43.41
Johnson & Johnson (JNJ) 1.0 $902k 6.4k 141.18
inv grd crp bd (CORP) 1.0 $908k 8.7k 103.97
Netflix (NFLX) 0.9 $857k 2.3k 370.35
Eli Lilly & Co. (LLY) 0.9 $841k 7.2k 117.10
Procter & Gamble Company (PG) 0.9 $838k 7.9k 106.51
Schwab Strategic Tr us reit etf (SCHH) 0.9 $805k 18k 44.35
3M Company (MMM) 0.8 $775k 4.1k 189.39
JPMorgan Chase & Co. (JPM) 0.8 $724k 6.2k 116.06
Pfizer (PFE) 0.8 $726k 18k 40.63
Exxon Mobil Corporation (XOM) 0.8 $716k 8.9k 80.31
Wal-Mart Stores (WMT) 0.8 $721k 7.0k 102.78
Cisco Systems (CSCO) 0.7 $690k 12k 55.92
Vanguard Mid-Cap ETF (VO) 0.7 $662k 4.0k 166.71
Schwab Intl Small Cap Equity ETF (SCHC) 0.7 $647k 20k 33.20
McDonald's Corporation (MCD) 0.6 $598k 3.0k 197.56
Lowe's Companies (LOW) 0.6 $594k 5.3k 113.10
Norfolk Southern (NSC) 0.6 $586k 2.9k 204.04
Paychex (PAYX) 0.6 $555k 6.6k 84.32
Automatic Data Processing (ADP) 0.6 $526k 3.2k 164.43
iShares Dow Jones Select Dividend (DVY) 0.6 $521k 5.2k 101.09
Harris Corporation 0.5 $505k 3.0k 168.45
Pepsi (PEP) 0.5 $495k 3.9k 128.04
Emerson Electric (EMR) 0.5 $472k 6.7k 70.97
Nextera Energy (NEE) 0.5 $476k 2.4k 194.37
Home Depot (HD) 0.5 $464k 2.3k 203.60
Analog Devices (ADI) 0.5 $467k 4.0k 116.14
Cincinnati Financial Corporation (CINF) 0.5 $456k 4.7k 96.20
Becton, Dickinson and (BDX) 0.5 $461k 1.9k 240.86
AFLAC Incorporated (AFL) 0.5 $442k 8.8k 50.42
SYSCO Corporation (SYY) 0.5 $420k 6.0k 70.41
Illinois Tool Works (ITW) 0.5 $421k 2.7k 155.58
Air Products & Chemicals (APD) 0.4 $397k 1.9k 205.81
Alphabet Inc Class C cs (GOOG) 0.4 $401k 337.00 1189.91
Mgp Ingredients Inc Common Sto (MGPI) 0.4 $387k 4.4k 87.81
Abbott Laboratories (ABT) 0.4 $386k 4.8k 79.65
Clorox Company (CLX) 0.4 $378k 2.4k 159.63
FactSet Research Systems (FDS) 0.4 $372k 1.4k 275.56
Verizon Communications (VZ) 0.4 $360k 6.3k 57.22
ConocoPhillips (COP) 0.4 $360k 5.7k 63.05
General Dynamics Corporation (GD) 0.4 $365k 2.0k 178.92
V.F. Corporation (VFC) 0.4 $354k 3.8k 94.30
Consolidated Edison (ED) 0.4 $345k 4.0k 86.25
Stryker Corporation (SYK) 0.4 $344k 1.8k 188.91
Walt Disney Company (DIS) 0.4 $340k 2.5k 137.04
At&t (T) 0.4 $338k 11k 31.00
Abbvie (ABBV) 0.4 $335k 4.2k 79.35
Johnson Controls International Plc equity (JCI) 0.4 $338k 9.0k 37.52
Linde 0.4 $334k 1.9k 180.35
Chevron Corporation (CVX) 0.3 $330k 2.7k 120.04
Phillips 66 (PSX) 0.3 $322k 3.4k 94.23
Eversource Energy (ES) 0.3 $323k 4.5k 71.63
United Technologies Corporation 0.3 $313k 2.2k 142.53
Medtronic (MDT) 0.3 $321k 3.6k 88.82
Novartis (NVS) 0.3 $288k 3.5k 82.26
Amazon (AMZN) 0.3 $291k 151.00 1927.15
Wec Energy Group (WEC) 0.3 $285k 3.6k 78.38
Merck & Co (MRK) 0.3 $279k 3.5k 78.72
iShares MSCI Emerging Markets Indx (EEM) 0.3 $261k 5.9k 43.91
BlackRock 0.3 $257k 529.00 485.82
Vanguard High Dividend Yield ETF (VYM) 0.3 $251k 2.9k 87.61
Duke Energy (DUK) 0.3 $252k 2.8k 91.24
Anthem (ELV) 0.3 $256k 974.00 262.83
Target Corporation (TGT) 0.3 $240k 3.1k 77.44
TJX Companies (TJX) 0.3 $239k 4.4k 54.82
J.M. Smucker Company (SJM) 0.2 $233k 1.9k 122.89
W.W. Grainger (GWW) 0.2 $228k 809.00 281.83
Colgate-Palmolive Company (CL) 0.2 $227k 3.1k 72.71
Philip Morris International (PM) 0.2 $221k 2.6k 86.63
Oracle Corporation (ORCL) 0.2 $221k 4.0k 55.25
Wells Fargo & Company (WFC) 0.2 $213k 4.4k 48.38
Intel Corporation (INTC) 0.2 $212k 4.2k 51.07
Eaton Vance 0.2 $210k 5.1k 41.57
Polaris Industries (PII) 0.2 $202k 2.1k 96.47
General Mills (GIS) 0.2 $203k 3.9k 51.42
Vanguard Whitehall Fds Inc emerg mkt bd etf (VWOB) 0.2 $206k 2.6k 77.97
Global X Fds glbl x mlp etf 0.1 $110k 13k 8.79
Sirius Xm Holdings 0.1 $59k 10k 5.86
Palatin Technologies 0.0 $30k 24k 1.24