Hurlow Wealth Management Group as of Dec. 31, 2021
Portfolio Holdings for Hurlow Wealth Management Group
Hurlow Wealth Management Group holds 89 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Large Cap Etf (VV) | 12.0 | $15M | 88k | 174.25 | |
| Vanguard Index Fds Small Cp Etf (VB) | 9.0 | $12M | 58k | 198.58 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 8.1 | $10M | 221k | 46.87 | |
| Vanguard Index Fds Growth Etf (VUG) | 7.1 | $9.1M | 36k | 250.78 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 5.6 | $7.1M | 84k | 84.97 | |
| Microsoft Corporation (MSFT) | 4.8 | $6.2M | 27k | 231.96 | |
| Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) | 4.0 | $5.1M | 63k | 80.90 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.3 | $4.2M | 22k | 194.01 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.7 | $3.4M | 35k | 96.28 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.7 | $3.4M | 66k | 51.68 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 2.6 | $3.3M | 24k | 137.05 | |
| Apple (AAPL) | 1.9 | $2.5M | 19k | 131.94 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.9 | $2.4M | 29k | 83.12 | |
| Vanguard Index Fds Value Etf (VTV) | 1.9 | $2.4M | 20k | 118.03 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.6 | $2.1M | 23k | 92.17 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $1.8M | 8.0k | 227.85 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.3 | $1.7M | 18k | 92.52 | |
| Eli Lilly & Co. (LLY) | 1.1 | $1.5M | 7.0k | 207.99 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.1 | $1.4M | 16k | 90.24 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 1.0 | $1.3M | 6.2k | 205.82 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.9 | $1.2M | 23k | 51.33 | |
| Procter & Gamble Company (PG) | 0.8 | $1.0M | 8.2k | 128.27 | |
| Johnson & Johnson (JNJ) | 0.8 | $999k | 6.1k | 163.21 | |
| Wal-Mart Stores (WMT) | 0.8 | $973k | 6.9k | 140.46 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.7 | $858k | 9.9k | 86.98 | |
| Cincinnati Financial Corporation (CINF) | 0.6 | $806k | 9.6k | 84.05 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $793k | 6.2k | 128.61 | |
| Lowe's Companies (LOW) | 0.6 | $762k | 4.6k | 166.85 | |
| Nextera Energy (NEE) | 0.6 | $730k | 9.0k | 80.83 | |
| Pfizer (PFE) | 0.5 | $695k | 19k | 35.90 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $688k | 2.00 | 344000.00 | |
| 3M Company (MMM) | 0.5 | $686k | 3.9k | 175.58 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $635k | 12k | 55.40 | |
| Norfolk Southern (NSC) | 0.5 | $624k | 2.6k | 236.63 | |
| McDonald's Corporation (MCD) | 0.5 | $597k | 2.9k | 207.94 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $578k | 16k | 35.75 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.4 | $570k | 10k | 55.69 | |
| Home Depot (HD) | 0.4 | $563k | 2.1k | 270.80 | |
| Paychex (PAYX) | 0.4 | $558k | 6.4k | 87.36 | |
| Target Corporation (TGT) | 0.4 | $552k | 3.0k | 181.10 | |
| Abbott Laboratories (ABT) | 0.4 | $544k | 4.4k | 123.69 | |
| Pepsi (PEP) | 0.4 | $538k | 3.9k | 136.55 | |
| Automatic Data Processing (ADP) | 0.4 | $503k | 3.0k | 164.97 | |
| Air Products & Chemicals (APD) | 0.4 | $501k | 1.9k | 266.92 | |
| Illinois Tool Works (ITW) | 0.4 | $500k | 2.6k | 194.10 | |
| Ishares Tr Select Divid Etf (DVY) | 0.4 | $498k | 5.2k | 96.62 | |
| Analog Devices (ADI) | 0.4 | $498k | 3.4k | 147.21 | |
| Emerson Electric (EMR) | 0.4 | $489k | 6.2k | 79.38 | |
| L3harris Technologies (LHX) | 0.4 | $452k | 2.6k | 171.60 | |
| Becton, Dickinson and (BDX) | 0.3 | $444k | 1.7k | 261.79 | |
| Walt Disney Company (DIS) | 0.3 | $431k | 2.6k | 168.16 | |
| Johnson Ctls Intl SHS (JCI) | 0.3 | $430k | 8.6k | 49.78 | |
| Amazon (AMZN) | 0.3 | $417k | 130.00 | 3207.69 | |
| Clorox Company (CLX) | 0.3 | $402k | 1.9k | 209.59 | |
| Abbvie (ABBV) | 0.3 | $395k | 3.9k | 102.57 | |
| FactSet Research Systems (FDS) | 0.3 | $395k | 1.3k | 302.45 | |
| Eversource Energy (ES) | 0.3 | $392k | 4.5k | 87.48 | |
| SYSCO Corporation (SYY) | 0.3 | $380k | 5.3k | 71.46 | |
| Linde SHS | 0.3 | $373k | 1.5k | 245.39 | |
| Verizon Communications (VZ) | 0.3 | $370k | 6.8k | 54.69 | |
| Stryker Corporation (SYK) | 0.3 | $367k | 1.7k | 220.95 | |
| BlackRock (BLK) | 0.3 | $353k | 504.00 | 700.40 | |
| At&t (T) | 0.3 | $345k | 12k | 28.66 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $340k | 185.00 | 1837.84 | |
| Medtronic SHS (MDT) | 0.3 | $329k | 3.0k | 111.19 | |
| Wec Energy Group (WEC) | 0.3 | $320k | 3.6k | 88.77 | |
| General Motors Company (GM) | 0.2 | $314k | 6.2k | 50.60 | |
| Novartis Sponsored Adr (NVS) | 0.2 | $301k | 3.3k | 90.50 | |
| AFLAC Incorporated (AFL) | 0.2 | $294k | 6.5k | 45.12 | |
| Merck & Co (MRK) | 0.2 | $291k | 3.8k | 77.11 | |
| W.W. Grainger (GWW) | 0.2 | $288k | 789.00 | 365.02 | |
| Consolidated Edison (ED) | 0.2 | $283k | 4.0k | 70.75 | |
| General Dynamics Corporation (GD) | 0.2 | $282k | 1.9k | 146.49 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $260k | 2.8k | 94.13 | |
| V.F. Corporation (VFC) | 0.2 | $258k | 3.4k | 76.74 | |
| Cisco Systems (CSCO) | 0.2 | $254k | 5.7k | 44.61 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $247k | 2.7k | 91.04 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $246k | 5.5k | 44.88 | |
| Oracle Corporation (ORCL) | 0.2 | $242k | 4.0k | 60.50 | |
| TJX Companies (TJX) | 0.2 | $241k | 3.8k | 64.10 | |
| Paypal Holdings (PYPL) | 0.2 | $235k | 1.0k | 234.77 | |
| Anthem (ELV) | 0.2 | $230k | 776.00 | 296.39 | |
| Philip Morris International (PM) | 0.2 | $225k | 2.8k | 79.59 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $224k | 7.1k | 31.57 | |
| Colgate-Palmolive Company (CL) | 0.2 | $223k | 2.9k | 77.86 | |
| Intel Corporation (INTC) | 0.2 | $204k | 3.7k | 55.50 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $201k | 1.2k | 162.10 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $200k | 635.00 | 314.96 | |
| Sirius Xm Holdings (SIRI) | 0.0 | $63k | 10k | 6.25 |
