Hurlow Wealth Management Group

Hurlow Wealth Management Group as of June 30, 2021

Portfolio Holdings for Hurlow Wealth Management Group

Hurlow Wealth Management Group holds 98 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 12.8 $19M 97k 200.75
Vanguard Index Fds Small Cp Etf (VB) 8.8 $13M 59k 225.29
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 8.3 $13M 245k 51.52
Vanguard Index Fds Growth Etf (VUG) 6.8 $10M 36k 286.82
Vanguard Index Fds Real Estate Etf (VNQ) 6.0 $9.1M 90k 101.79
Microsoft Corporation (MSFT) 4.8 $7.3M 27k 270.89
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 3.8 $5.8M 73k 79.83
Vanguard Index Fds Total Stk Mkt (VTI) 3.0 $4.6M 21k 222.81
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.0 $4.5M 47k 95.08
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.7 $4.0M 74k 54.31
Vanguard Specialized Funds Div App Etf (VIG) 2.5 $3.8M 24k 154.79
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.2 $3.3M 41k 82.72
Vanguard Index Fds Value Etf (VTV) 1.8 $2.7M 20k 137.48
Apple (AAPL) 1.7 $2.6M 19k 136.98
Vanguard Bd Index Fds Intermed Term (BIV) 1.6 $2.4M 26k 89.97
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $2.1M 7.7k 277.89
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.2 $1.8M 17k 104.19
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.1 $1.7M 33k 52.41
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.0 $1.6M 15k 103.95
Eli Lilly & Co. (LLY) 1.0 $1.5M 6.7k 229.46
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $1.5M 6.2k 237.39
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.9 $1.3M 15k 88.03
Procter & Gamble Company (PG) 0.7 $1.1M 8.0k 134.89
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.7 $1.1M 20k 55.28
Cincinnati Financial Corporation (CINF) 0.7 $1.0M 8.6k 116.65
Wal-Mart Stores (WMT) 0.6 $977k 6.9k 141.04
JPMorgan Chase & Co. (JPM) 0.6 $959k 6.2k 155.53
Johnson & Johnson (JNJ) 0.6 $939k 5.7k 164.82
Lowe's Companies (LOW) 0.6 $886k 4.6k 194.00
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $837k 2.00 418500.00
3M Company (MMM) 0.5 $766k 3.9k 198.60
Pfizer (PFE) 0.5 $748k 19k 39.14
Target Corporation (TGT) 0.5 $737k 3.0k 241.80
Norfolk Southern (NSC) 0.5 $700k 2.6k 265.45
Paychex (PAYX) 0.5 $685k 6.4k 107.25
Home Depot (HD) 0.4 $663k 2.1k 318.90
Nextera Energy (NEE) 0.4 $662k 9.0k 73.30
Emerson Electric (EMR) 0.4 $613k 6.4k 96.29
Automatic Data Processing (ADP) 0.4 $606k 3.0k 198.75
Ishares Tr Select Divid Etf (DVY) 0.4 $601k 5.2k 116.61
Analog Devices (ADI) 0.4 $582k 3.4k 172.04
Illinois Tool Works (ITW) 0.4 $576k 2.6k 223.60
McDonald's Corporation (MCD) 0.4 $576k 2.5k 230.95
L3harris Technologies (LHX) 0.4 $569k 2.6k 216.02
Johnson Ctls Intl SHS (JCI) 0.4 $556k 8.1k 68.68
Air Products & Chemicals (APD) 0.4 $540k 1.9k 287.69
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $535k 14k 39.47
Pepsi (PEP) 0.3 $530k 3.6k 148.21
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $506k 9.3k 54.56
Abbott Laboratories (ABT) 0.3 $495k 4.3k 115.84
Walt Disney Company (DIS) 0.3 $468k 2.7k 175.68
Alphabet Cap Stk Cl C (GOOG) 0.3 $464k 185.00 2508.11
BlackRock (BLK) 0.3 $441k 504.00 875.00
Linde SHS 0.3 $439k 1.5k 288.82
FactSet Research Systems (FDS) 0.3 $438k 1.3k 335.38
Abbvie (ABBV) 0.3 $434k 3.9k 112.70
Stryker Corporation (SYK) 0.3 $431k 1.7k 259.48
SYSCO Corporation (SYY) 0.3 $413k 5.3k 77.66
Becton, Dickinson and (BDX) 0.3 $412k 1.7k 242.92
Exxon Mobil Corporation (XOM) 0.3 $405k 6.4k 63.07
Amazon (AMZN) 0.3 $392k 114.00 3438.60
Verizon Communications (VZ) 0.2 $374k 6.7k 56.04
General Motors Company (GM) 0.2 $367k 6.2k 59.15
Medtronic SHS (MDT) 0.2 $367k 3.0k 124.03
General Dynamics Corporation (GD) 0.2 $362k 1.9k 188.05
Eversource Energy (ES) 0.2 $360k 4.5k 80.34
At&t (T) 0.2 $352k 12k 28.80
AFLAC Incorporated (AFL) 0.2 $350k 6.5k 53.71
W.W. Grainger (GWW) 0.2 $346k 789.00 438.53
Clorox Company (CLX) 0.2 $345k 1.9k 179.87
Oracle Corporation (ORCL) 0.2 $311k 4.0k 77.75
Cisco Systems (CSCO) 0.2 $302k 5.7k 53.04
Anthem (ELV) 0.2 $296k 776.00 381.44
Paypal Holdings (PYPL) 0.2 $292k 1.0k 291.71
Duke Energy Corp Com New (DUK) 0.2 $290k 2.9k 98.74
Consolidated Edison (ED) 0.2 $287k 4.0k 71.75
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $284k 2.7k 104.68
Novartis Sponsored Adr (NVS) 0.2 $276k 3.0k 91.27
Merck & Co (MRK) 0.2 $267k 3.4k 77.82
V.F. Corporation (VFC) 0.2 $261k 3.2k 82.18
Wec Energy Group (WEC) 0.2 $258k 2.9k 89.06
TJX Companies (TJX) 0.2 $253k 3.8k 67.29
Morgan Stanley Com New (MS) 0.2 $250k 2.7k 91.74
Colgate-Palmolive Company (CL) 0.2 $233k 2.9k 81.35
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $225k 635.00 354.33
Philip Morris International (PM) 0.1 $223k 2.3k 99.11
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $221k 1.2k 178.23
Polaris Industries (PII) 0.1 $219k 1.6k 136.88
Wells Fargo & Company (WFC) 0.1 $211k 4.7k 45.33
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $210k 6.4k 32.82
Alphabet Cap Stk Cl A (GOOGL) 0.1 $208k 85.00 2447.06
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $207k 3.1k 65.82
Intel Corporation (INTC) 0.1 $206k 3.7k 56.04
Brown Forman Corp CL B (BF.B) 0.1 $206k 2.7k 75.07
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $205k 480.00 427.08
Zebra Technologies Corporati Cl A (ZBRA) 0.1 $204k 386.00 528.50
Phillips 66 (PSX) 0.1 $200k 2.3k 85.65
Sirius Xm Holdings (SIRI) 0.0 $66k 10k 6.55