Hurlow Wealth Management Group

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