Hurlow Wealth Management Group

Hurlow Wealth Management Group as of March 31, 2022

Portfolio Holdings for Hurlow Wealth Management Group

Hurlow Wealth Management Group holds 96 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 12.9 $21M 101k 208.49
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 8.6 $14M 293k 48.03
Vanguard Index Fds Small Cp Etf (VB) 8.4 $14M 65k 212.52
Vanguard Index Fds Growth Etf (VUG) 6.2 $10M 35k 287.59
Vanguard Index Fds Real Estate Etf (VNQ) 6.0 $9.9M 91k 108.37
Microsoft Corporation (MSFT) 4.9 $7.9M 26k 308.30
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 3.6 $5.9M 84k 69.86
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.0 $4.8M 56k 86.05
Vanguard Index Fds Total Stk Mkt (VTI) 2.9 $4.7M 21k 227.66
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $4.7M 102k 46.13
Vanguard Specialized Funds Div App Etf (VIG) 2.5 $4.1M 26k 162.17
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.2 $3.7M 47k 78.09
Apple (AAPL) 1.9 $3.0M 17k 174.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $2.7M 7.6k 352.87
Vanguard Index Fds Value Etf (VTV) 1.6 $2.6M 18k 147.76
Vanguard Bd Index Fds Intermed Term (BIV) 1.5 $2.4M 30k 81.89
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.3 $2.1M 41k 51.21
Eli Lilly & Co. (LLY) 1.2 $1.9M 6.7k 286.44
Johnson & Johnson (JNJ) 1.1 $1.8M 10k 177.22
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $1.7M 34k 51.54
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $1.6M 33k 47.35
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.9 $1.5M 19k 82.30
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $1.5M 28k 53.86
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $1.5M 6.2k 237.78
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.8 $1.3M 48k 28.15
Cincinnati Financial Corporation (CINF) 0.8 $1.3M 9.7k 135.95
Procter & Gamble Company (PG) 0.7 $1.2M 7.7k 152.84
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $1.1M 2.00 529000.00
Wal-Mart Stores (WMT) 0.6 $1.1M 7.1k 148.89
Pfizer (PFE) 0.6 $969k 19k 51.75
Paychex (PAYX) 0.5 $872k 6.4k 136.53
JPMorgan Chase & Co. (JPM) 0.5 $831k 6.1k 136.30
Lowe's Companies (LOW) 0.5 $829k 4.1k 202.15
Norfolk Southern (NSC) 0.5 $752k 2.6k 285.17
Automatic Data Processing (ADP) 0.4 $676k 3.0k 227.69
Ishares Tr Select Divid Etf (DVY) 0.4 $660k 5.2k 128.06
Nextera Energy (NEE) 0.4 $659k 7.8k 84.70
Target Corporation (TGT) 0.4 $647k 3.0k 212.27
Abbvie (ABBV) 0.4 $624k 3.9k 162.04
Emerson Electric (EMR) 0.4 $624k 6.4k 98.02
McDonald's Corporation (MCD) 0.4 $617k 2.5k 247.39
Pepsi (PEP) 0.4 $589k 3.5k 167.52
3M Company (MMM) 0.3 $570k 3.8k 148.94
FactSet Research Systems (FDS) 0.3 $567k 1.3k 434.15
Home Depot (HD) 0.3 $562k 1.9k 299.10
Analog Devices (ADI) 0.3 $551k 3.3k 165.32
L3harris Technologies (LHX) 0.3 $545k 2.2k 248.40
Illinois Tool Works (ITW) 0.3 $539k 2.6k 209.24
Johnson Ctls Intl SHS (JCI) 0.3 $531k 8.1k 65.59
Linde SHS 0.3 $486k 1.5k 319.74
Abbott Laboratories (ABT) 0.3 $479k 4.0k 118.39
Air Products & Chemicals (APD) 0.3 $469k 1.9k 249.87
Becton, Dickinson and (BDX) 0.3 $451k 1.7k 265.92
Alphabet Cap Stk Cl C (GOOG) 0.3 $450k 161.00 2795.03
Stryker Corporation (SYK) 0.3 $444k 1.7k 267.31
General Dynamics Corporation (GD) 0.3 $441k 1.8k 240.98
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $435k 12k 36.68
SYSCO Corporation (SYY) 0.3 $434k 5.3k 81.61
AFLAC Incorporated (AFL) 0.3 $420k 6.5k 64.46
W.W. Grainger (GWW) 0.2 $407k 789.00 515.84
Amazon (AMZN) 0.2 $398k 122.00 3262.30
Anthem (ELV) 0.2 $381k 776.00 490.98
Consolidated Edison (ED) 0.2 $379k 4.0k 94.75
Eversource Energy (ES) 0.2 $376k 4.3k 88.12
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $372k 7.4k 50.59
BlackRock 0.2 $368k 481.00 765.07
Walt Disney Company (DIS) 0.2 $348k 2.5k 137.12
Oracle Corporation (ORCL) 0.2 $331k 4.0k 82.75
Medtronic SHS (MDT) 0.2 $328k 3.0k 110.85
Verizon Communications (VZ) 0.2 $321k 6.3k 51.00
Sherwin-Williams Company (SHW) 0.2 $318k 1.3k 249.61
Cisco Systems (CSCO) 0.2 $317k 5.7k 55.67
Duke Energy Corp Com New (DUK) 0.2 $308k 2.8k 111.51
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $305k 2.7k 112.42
Wec Energy Group (WEC) 0.2 $284k 2.8k 99.89
ConocoPhillips (COP) 0.2 $273k 2.7k 100.11
Merck & Co (MRK) 0.2 $266k 3.2k 82.00
Novartis Sponsored Adr (NVS) 0.2 $265k 3.0k 87.63
Exxon Mobil Corporation (XOM) 0.2 $265k 3.2k 82.43
Ishares Tr Esg Aware Msci (ESML) 0.2 $262k 6.9k 37.99
Clorox Company (CLX) 0.2 $259k 1.9k 139.02
Morgan Stanley Com New (MS) 0.1 $238k 2.7k 87.34
Alphabet Cap Stk Cl A (GOOGL) 0.1 $237k 85.00 2788.24
General Motors Company (GM) 0.1 $235k 5.4k 43.66
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $230k 635.00 362.20
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $229k 1.2k 184.68
TJX Companies (TJX) 0.1 $228k 3.8k 60.64
Colgate-Palmolive Company (CL) 0.1 $217k 2.9k 75.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $217k 480.00 452.08
General Mills (GIS) 0.1 $217k 3.2k 67.60
At&t (T) 0.1 $211k 8.9k 23.62
Philip Morris International (PM) 0.1 $211k 2.3k 93.78
Wells Fargo & Company (WFC) 0.1 $207k 4.3k 48.36
Phillips 66 (PSX) 0.1 $202k 2.3k 86.51
Waste Management (WM) 0.1 $200k 1.3k 158.73
Sirius Xm Holdings 0.0 $68k 10k 6.62