Hurlow Wealth Management Group

Hurlow Wealth Management Group as of March 31, 2021

Portfolio Holdings for Hurlow Wealth Management Group

Hurlow Wealth Management Group holds 96 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 12.1 $17M 91k 185.30
Vanguard Index Fds Small Cp Etf (VB) 8.8 $12M 57k 214.09
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 8.1 $11M 228k 49.11
Vanguard Index Fds Growth Etf (VUG) 6.6 $9.2M 36k 257.04
Vanguard Index Fds Real Estate Etf (VNQ) 5.7 $7.9M 86k 91.86
Microsoft Corporation (MSFT) 4.6 $6.3M 27k 235.76
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 3.7 $5.2M 67k 77.50
Vanguard Index Fds Total Stk Mkt (VTI) 3.2 $4.5M 22k 206.68
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.7 $3.7M 40k 93.04
Vanguard Specialized Funds Div App Etf (VIG) 2.6 $3.6M 25k 147.06
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.5 $3.4M 66k 52.05
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.0 $2.7M 33k 82.50
Vanguard Index Fds Value Etf (VTV) 1.9 $2.7M 20k 131.48
Apple (AAPL) 1.7 $2.3M 19k 122.13
Vanguard Bd Index Fds Intermed Term (BIV) 1.6 $2.2M 24k 88.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $2.1M 8.1k 255.47
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.2 $1.7M 17k 99.68
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.1 $1.5M 16k 96.01
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $1.4M 6.3k 221.38
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.0 $1.4M 26k 51.55
Eli Lilly & Co. (LLY) 0.9 $1.3M 7.0k 186.79
Procter & Gamble Company (PG) 0.8 $1.1M 7.8k 135.45
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $1.0M 12k 87.19
JPMorgan Chase & Co. (JPM) 0.7 $948k 6.2k 152.22
3M Company (MMM) 0.7 $945k 4.9k 192.58
Wal-Mart Stores (WMT) 0.7 $943k 6.9k 135.90
Johnson & Johnson (JNJ) 0.7 $942k 5.7k 164.28
Cincinnati Financial Corporation (CINF) 0.6 $886k 8.6k 103.14
Lowe's Companies (LOW) 0.6 $869k 4.6k 190.28
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $813k 15k 54.64
Pfizer (PFE) 0.6 $800k 22k 36.21
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $771k 2.00 385500.00
Nextera Energy (NEE) 0.5 $748k 9.9k 75.62
McDonald's Corporation (MCD) 0.5 $714k 3.2k 224.25
Norfolk Southern (NSC) 0.5 $709k 2.6k 268.36
Illinois Tool Works (ITW) 0.5 $648k 2.9k 221.46
Home Depot (HD) 0.5 $638k 2.1k 305.41
Paychex (PAYX) 0.5 $626k 6.4k 98.01
Target Corporation (TGT) 0.4 $604k 3.0k 198.16
Ishares Tr Select Divid Etf (DVY) 0.4 $588k 5.2k 114.09
Automatic Data Processing (ADP) 0.4 $577k 3.1k 188.56
Amazon (AMZN) 0.4 $576k 186.00 3096.77
Emerson Electric (EMR) 0.4 $556k 6.2k 90.26
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $548k 10k 53.98
L3harris Technologies (LHX) 0.4 $536k 2.6k 202.72
Abbott Laboratories (ABT) 0.4 $530k 4.4k 119.77
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $528k 14k 37.59
Air Products & Chemicals (APD) 0.4 $528k 1.9k 281.30
Analog Devices (ADI) 0.4 $525k 3.4k 155.19
Walt Disney Company (DIS) 0.4 $513k 2.8k 184.40
Pepsi (PEP) 0.4 $506k 3.6k 141.50
At&t (T) 0.4 $486k 16k 30.28
Johnson Ctls Intl SHS (JCI) 0.4 $486k 8.2k 59.61
Merck & Co (MRK) 0.3 $452k 5.9k 77.12
Linde SHS 0.3 $432k 1.5k 280.34
SYSCO Corporation (SYY) 0.3 $421k 5.3k 78.79
Abbvie (ABBV) 0.3 $417k 3.9k 108.28
Becton, Dickinson and (BDX) 0.3 $412k 1.7k 242.92
Stryker Corporation (SYK) 0.3 $408k 1.7k 243.73
FactSet Research Systems (FDS) 0.3 $403k 1.3k 308.58
Eversource Energy (ES) 0.3 $388k 4.5k 86.59
Verizon Communications (VZ) 0.3 $387k 6.7k 58.14
BlackRock 0.3 $386k 512.00 753.91
Alphabet Cap Stk Cl C (GOOG) 0.3 $383k 185.00 2070.27
Clorox Company (CLX) 0.3 $370k 1.9k 192.91
General Motors Company (GM) 0.3 $359k 6.2k 57.50
Medtronic SHS (MDT) 0.3 $357k 3.0k 118.17
Alphabet Cap Stk Cl A (GOOGL) 0.3 $351k 170.00 2064.71
General Dynamics Corporation (GD) 0.3 $350k 1.9k 181.82
Wec Energy Group (WEC) 0.2 $337k 3.6k 93.48
AFLAC Incorporated (AFL) 0.2 $336k 6.6k 51.20
W.W. Grainger (GWW) 0.2 $316k 789.00 400.51
CVS Caremark Corporation (CVS) 0.2 $311k 4.1k 75.18
Exxon Mobil Corporation (XOM) 0.2 $308k 5.5k 55.76
Wells Fargo & Company (WFC) 0.2 $302k 7.7k 39.02
Consolidated Edison (ED) 0.2 $299k 4.0k 74.75
Duke Energy Corp Com New (DUK) 0.2 $299k 3.1k 96.61
Cisco Systems (CSCO) 0.2 $296k 5.7k 51.66
Oracle Corporation (ORCL) 0.2 $281k 4.0k 70.25
Anthem (ELV) 0.2 $279k 776.00 359.54
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $274k 2.7k 101.00
V.F. Corporation (VFC) 0.2 $271k 3.4k 80.06
Novartis Sponsored Adr (NVS) 0.2 $262k 3.1k 85.51
TJX Companies (TJX) 0.2 $251k 3.8k 66.19
FedEx Corporation (FDX) 0.2 $249k 878.00 283.60
Paypal Holdings (PYPL) 0.2 $245k 1.0k 242.81
Intel Corporation (INTC) 0.2 $238k 3.7k 64.10
Colgate-Palmolive Company (CL) 0.2 $226k 2.9k 78.91
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $221k 6.9k 31.83
Morgan Stanley Com New (MS) 0.2 $219k 2.8k 77.55
Polaris Industries (PII) 0.2 $216k 1.6k 133.42
Comcast Corp Cl A (CMCSA) 0.2 $209k 3.9k 54.16
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $208k 1.2k 167.74
Philip Morris International (PM) 0.1 $203k 2.3k 88.80
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $203k 635.00 319.69
Sirius Xm Holdings 0.0 $61k 10k 6.06