Hurlow Wealth Management Group as of Dec. 31, 2020
Portfolio Holdings for Hurlow Wealth Management Group
Hurlow Wealth Management Group holds 93 positions in its portfolio as reported in the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Index Fds Large Cap Etf (VV) | 11.9 | $15M | 87k | 175.74 | |
Vanguard Index Fds Small Cp Etf (VB) | 9.0 | $12M | 59k | 194.68 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 8.1 | $10M | 219k | 47.21 | |
Vanguard Index Fds Growth Etf (VUG) | 7.2 | $9.2M | 36k | 253.35 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 5.3 | $6.8M | 80k | 84.93 | |
Microsoft Corporation (MSFT) | 4.6 | $5.8M | 26k | 222.43 | |
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) | 3.9 | $5.0M | 61k | 82.30 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 3.3 | $4.2M | 22k | 194.66 | |
Vanguard Specialized Funds Div App Etf (VIG) | 2.6 | $3.3M | 23k | 141.16 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.5 | $3.2M | 64k | 50.11 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.3 | $3.0M | 31k | 97.13 | |
Vanguard Index Fds Value Etf (VTV) | 2.0 | $2.5M | 21k | 118.98 | |
Apple (AAPL) | 1.9 | $2.4M | 18k | 132.70 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.9 | $2.4M | 29k | 83.26 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 1.5 | $1.9M | 21k | 92.84 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $1.9M | 8.1k | 231.91 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.3 | $1.6M | 18k | 89.01 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.2 | $1.5M | 16k | 90.98 | |
Vanguard Index Fds Mid Cap Etf (VO) | 1.0 | $1.3M | 6.3k | 206.79 | |
Eli Lilly & Co. (LLY) | 0.9 | $1.2M | 7.0k | 168.78 | |
Procter & Gamble Company (PG) | 0.9 | $1.1M | 7.8k | 139.20 | |
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.8 | $1.1M | 21k | 51.12 | |
Wal-Mart Stores (WMT) | 0.8 | $999k | 6.9k | 144.22 | |
Johnson & Johnson (JNJ) | 0.7 | $917k | 5.8k | 157.32 | |
3M Company (MMM) | 0.7 | $858k | 4.9k | 174.85 | |
Cincinnati Financial Corporation (CINF) | 0.7 | $838k | 9.6k | 87.38 | |
Pfizer (PFE) | 0.6 | $805k | 22k | 36.80 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $766k | 6.0k | 127.07 | |
Nextera Energy (NEE) | 0.6 | $758k | 9.8k | 77.10 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.6 | $736k | 8.4k | 87.30 | |
Lowe's Companies (LOW) | 0.6 | $733k | 4.6k | 160.50 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $696k | 2.00 | 348000.00 | |
McDonald's Corporation (MCD) | 0.5 | $682k | 3.2k | 214.74 | |
Amazon (AMZN) | 0.5 | $671k | 206.00 | 3257.28 | |
Norfolk Southern (NSC) | 0.5 | $627k | 2.6k | 237.77 | |
Illinois Tool Works (ITW) | 0.5 | $597k | 2.9k | 204.03 | |
Paychex (PAYX) | 0.5 | $595k | 6.4k | 93.16 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $592k | 16k | 36.03 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.5 | $575k | 10k | 56.00 | |
Home Depot (HD) | 0.4 | $552k | 2.1k | 265.51 | |
Target Corporation (TGT) | 0.4 | $538k | 3.0k | 176.51 | |
Automatic Data Processing (ADP) | 0.4 | $537k | 3.0k | 176.12 | |
Pepsi (PEP) | 0.4 | $530k | 3.6k | 148.21 | |
Air Products & Chemicals (APD) | 0.4 | $513k | 1.9k | 273.31 | |
Analog Devices (ADI) | 0.4 | $500k | 3.4k | 147.80 | |
L3harris Technologies (LHX) | 0.4 | $498k | 2.6k | 189.07 | |
Ishares Tr Select Divid Etf (DVY) | 0.4 | $496k | 5.2k | 96.24 | |
At&t (T) | 0.4 | $462k | 16k | 28.79 | |
Emerson Electric (EMR) | 0.4 | $459k | 5.7k | 80.39 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $447k | 8.1k | 55.22 | |
Abbott Laboratories (ABT) | 0.3 | $440k | 4.0k | 109.51 | |
FactSet Research Systems (FDS) | 0.3 | $434k | 1.3k | 332.31 | |
Merck & Co (MRK) | 0.3 | $434k | 5.3k | 81.83 | |
Becton, Dickinson and (BDX) | 0.3 | $424k | 1.7k | 250.00 | |
Abbvie (ABBV) | 0.3 | $413k | 3.9k | 107.24 | |
Stryker Corporation (SYK) | 0.3 | $407k | 1.7k | 245.03 | |
Johnson Ctls Intl SHS (JCI) | 0.3 | $402k | 8.6k | 46.54 | |
Linde SHS | 0.3 | $401k | 1.5k | 263.82 | |
SYSCO Corporation (SYY) | 0.3 | $395k | 5.3k | 74.28 | |
Eversource Energy (ES) | 0.3 | $388k | 4.5k | 86.59 | |
Clorox Company (CLX) | 0.3 | $387k | 1.9k | 201.77 | |
Verizon Communications (VZ) | 0.3 | $381k | 6.5k | 58.68 | |
Walt Disney Company (DIS) | 0.3 | $366k | 2.0k | 181.10 | |
Medtronic SHS (MDT) | 0.3 | $347k | 3.0k | 117.27 | |
Wec Energy Group (WEC) | 0.3 | $332k | 3.6k | 92.09 | |
BlackRock (BLK) | 0.3 | $330k | 458.00 | 720.52 | |
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $324k | 185.00 | 1751.35 | |
W.W. Grainger (GWW) | 0.3 | $322k | 789.00 | 408.11 | |
AFLAC Incorporated (AFL) | 0.2 | $290k | 6.5k | 44.51 | |
Consolidated Edison (ED) | 0.2 | $289k | 4.0k | 72.25 | |
V.F. Corporation (VFC) | 0.2 | $287k | 3.4k | 85.37 | |
General Dynamics Corporation (GD) | 0.2 | $286k | 1.9k | 148.57 | |
Novartis Sponsored Adr (NVS) | 0.2 | $286k | 3.0k | 94.58 | |
CVS Caremark Corporation (CVS) | 0.2 | $286k | 4.2k | 68.21 | |
Duke Energy Corp Com New (DUK) | 0.2 | $283k | 3.1k | 91.44 | |
Eaton Vance Corp Com Non Vtg | 0.2 | $276k | 4.1k | 67.81 | |
Oracle Corporation (ORCL) | 0.2 | $259k | 4.0k | 64.75 | |
General Motors Company (GM) | 0.2 | $258k | 6.2k | 41.61 | |
TJX Companies (TJX) | 0.2 | $257k | 3.8k | 68.35 | |
Cisco Systems (CSCO) | 0.2 | $255k | 5.7k | 44.78 | |
Anthem (ELV) | 0.2 | $249k | 776.00 | 320.88 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $248k | 2.7k | 91.41 | |
Colgate-Palmolive Company (CL) | 0.2 | $245k | 2.9k | 85.54 | |
Paypal Holdings (PYPL) | 0.2 | $234k | 1.0k | 233.77 | |
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $228k | 7.5k | 30.58 | |
Exxon Mobil Corporation (XOM) | 0.2 | $226k | 5.5k | 41.23 | |
Philip Morris International (PM) | 0.2 | $224k | 2.7k | 82.93 | |
Brown Forman Corp CL B (BF.B) | 0.2 | $218k | 2.7k | 79.45 | |
FedEx Corporation (FDX) | 0.2 | $214k | 823.00 | 260.02 | |
Wells Fargo & Company (WFC) | 0.2 | $212k | 7.0k | 30.19 | |
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $205k | 3.3k | 62.06 | |
Facebook Cl A (META) | 0.2 | $204k | 748.00 | 272.73 | |
Sirius Xm Holdings (SIRI) | 0.1 | $64k | 10k | 6.35 |