Hurlow Wealth Management Group

Hurlow Wealth Management Group as of Dec. 31, 2019

Portfolio Holdings for Hurlow Wealth Management Group

Hurlow Wealth Management Group holds 96 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Vanguard Large-Cap ETF (VV) 7.6 $7.8M 52k 150.60
Vanguard Growth ETF (VUG) 7.0 $7.1M 38k 188.70
Vanguard Small-Cap ETF (VB) 5.7 $5.8M 35k 167.50
Vanguard REIT ETF (VNQ) 5.5 $5.6M 60k 93.81
Schwab Strategic Tr us lrg cap etf (SCHX) 4.6 $4.7M 60k 78.23
Vanguard Whitehall Fds Inc emerg mkt bd etf (VWOB) 4.5 $4.6M 56k 81.79
Microsoft Corporation (MSFT) 4.4 $4.5M 28k 163.04
Vanguard Europe Pacific ETF (VEA) 3.8 $3.9M 87k 44.28
Vanguard Total Stock Market ETF (VTI) 3.6 $3.6M 22k 166.52
Vanguard Value ETF (VTV) 3.1 $3.2M 26k 120.14
Schwab Strategic Tr us aggregate b (SCHZ) 3.1 $3.2M 59k 53.82
Schwab International Equity ETF (SCHF) 2.5 $2.6M 76k 33.82
Schwab U S Small Cap ETF (SCHA) 2.5 $2.5M 33k 76.20
Apple (AAPL) 1.7 $1.7M 5.6k 311.00
Berkshire Hathaway (BRK.B) 1.5 $1.6M 6.9k 227.45
Vanguard Dividend Appreciation ETF (VIG) 1.4 $1.5M 12k 126.71
Schwab Strategic Tr us dividend eq (SCHD) 1.4 $1.4M 24k 58.40
Vanguard Emerging Markets ETF (VWO) 1.2 $1.3M 28k 45.33
Schwab Emerging Markets Equity ETF (SCHE) 1.1 $1.1M 39k 27.88
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 1.0 $1.0M 18k 58.41
Eli Lilly & Co. (LLY) 1.0 $1.0M 7.2k 140.76
Procter & Gamble Company (PG) 1.0 $990k 7.9k 125.83
Johnson & Johnson (JNJ) 0.9 $895k 6.1k 146.82
Vanguard Mid-Cap ETF (VO) 0.8 $865k 4.8k 181.04
JPMorgan Chase & Co. (JPM) 0.8 $843k 6.2k 136.23
Wal-Mart Stores (WMT) 0.8 $801k 7.0k 114.84
3M Company (MMM) 0.7 $734k 4.1k 179.37
Pfizer (PFE) 0.7 $724k 18k 40.51
Cincinnati Financial Corporation (CINF) 0.7 $693k 6.6k 105.16
Schwab Strategic Tr us reit etf (SCHH) 0.7 $691k 15k 46.23
Netflix (NFLX) 0.6 $655k 1.9k 338.15
Schwab Intl Small Cap Equity ETF (SCHC) 0.6 $631k 18k 34.60
McDonald's Corporation (MCD) 0.6 $618k 3.0k 209.21
Lowe's Companies (LOW) 0.6 $612k 5.1k 119.30
Nextera Energy (NEE) 0.6 $595k 2.4k 251.05
Paychex (PAYX) 0.6 $560k 6.4k 87.50
L3harris Technologies (LHX) 0.6 $561k 2.6k 212.98
Norfolk Southern (NSC) 0.5 $556k 2.7k 202.48
Cisco Systems (CSCO) 0.5 $542k 11k 47.76
Automatic Data Processing (ADP) 0.5 $537k 3.1k 172.39
iShares Dow Jones Select Dividend (DVY) 0.5 $545k 5.2k 105.74
Exxon Mobil Corporation (XOM) 0.5 $526k 7.6k 68.89
Pepsi (PEP) 0.5 $536k 3.9k 138.64
Schwab Strategic Tr 0 (SCHP) 0.5 $524k 9.2k 57.07
SYSCO Corporation (SYY) 0.5 $490k 5.9k 82.39
Emerson Electric (EMR) 0.5 $486k 6.4k 76.27
Alphabet Inc Class C cs (GOOG) 0.5 $483k 337.00 1433.23
Home Depot (HD) 0.5 $466k 2.1k 224.15
Illinois Tool Works (ITW) 0.5 $467k 2.6k 177.30
AFLAC Incorporated (AFL) 0.5 $458k 8.8k 52.25
Analog Devices (ADI) 0.5 $457k 3.9k 117.33
Becton, Dickinson and (BDX) 0.4 $452k 1.6k 276.11
Air Products & Chemicals (APD) 0.4 $450k 1.9k 233.77
Verizon Communications (VZ) 0.4 $426k 7.2k 59.14
Chevron Corporation (CVX) 0.4 $422k 3.6k 115.81
At&t (T) 0.4 $416k 11k 37.89
Medtronic (MDT) 0.4 $413k 3.5k 117.03
Eversource Energy (ES) 0.4 $393k 4.5k 87.39
Linde 0.4 $385k 1.8k 210.73
Stryker Corporation (SYK) 0.4 $375k 1.8k 206.73
Abbott Laboratories (ABT) 0.4 $364k 4.2k 87.04
FactSet Research Systems (FDS) 0.4 $363k 1.3k 270.09
Consolidated Edison (ED) 0.3 $356k 4.0k 89.00
V.F. Corporation (VFC) 0.3 $358k 3.8k 95.36
Target Corporation (TGT) 0.3 $361k 3.1k 116.79
General Dynamics Corporation (GD) 0.3 $362k 2.0k 181.36
Phillips 66 (PSX) 0.3 $357k 3.4k 104.48
Johnson Controls International Plc equity (JCI) 0.3 $361k 8.8k 40.93
Walt Disney Company (DIS) 0.3 $352k 2.4k 144.26
Abbvie (ABBV) 0.3 $343k 3.9k 89.07
Wec Energy Group (WEC) 0.3 $345k 3.6k 95.17
Novartis (NVS) 0.3 $332k 3.5k 94.83
ConocoPhillips (COP) 0.3 $335k 5.2k 64.80
United Technologies Corporation 0.3 $334k 2.2k 152.09
Amazon (AMZN) 0.3 $342k 184.00 1858.70
Vanguard Short Term Corporate Bond ETF (VCSH) 0.3 $333k 4.1k 81.28
Merck & Co (MRK) 0.3 $324k 3.5k 91.42
Clorox Company (CLX) 0.3 $303k 1.9k 156.59
iShares iBoxx $ High Yid Corp Bond (HYG) 0.3 $301k 3.4k 88.45
Schwab Strategic Tr sht tm us tres (SCHO) 0.3 $293k 5.8k 50.57
BlackRock 0.3 $279k 529.00 527.41
W.W. Grainger (GWW) 0.3 $270k 799.00 337.92
TJX Companies (TJX) 0.3 $269k 4.4k 61.70
Vanguard High Dividend Yield ETF (VYM) 0.3 $268k 2.9k 93.54
Duke Energy (DUK) 0.2 $255k 2.8k 92.32
Eaton Vance 0.2 $232k 4.9k 46.97
Anthem (ELV) 0.2 $234k 776.00 301.55
Brown-Forman Corporation (BF.B) 0.2 $222k 3.2k 69.64
Mgp Ingredients Inc Common Sto (MGPI) 0.2 $229k 4.4k 51.66
Intel Corporation (INTC) 0.2 $216k 3.7k 58.76
Colgate-Palmolive Company (CL) 0.2 $212k 3.0k 70.86
Southern Company (SO) 0.2 $219k 3.3k 65.55
Oracle Corporation (ORCL) 0.2 $219k 4.0k 54.75
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.2 $200k 2.2k 91.74
Sirius Xm Holdings 0.1 $72k 10k 7.15
Palatin Technologies 0.0 $17k 24k 0.71