Hurlow Wealth Management Group

Hurlow Wealth Management Group as of June 30, 2022

Portfolio Holdings for Hurlow Wealth Management Group

Hurlow Wealth Management Group holds 92 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 10.4 $18M 105k 172.35
Dimensional Etf Trust Us Equity Etf (DFUS) 8.7 $15M 371k 40.75
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 7.0 $12M 299k 40.80
Vanguard Index Fds Small Cp Etf (VB) 6.8 $12M 67k 176.11
Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.8 $8.4M 174k 48.00
Vanguard Index Fds Real Estate Etf (VNQ) 4.8 $8.4M 92k 91.11
Vanguard Index Fds Growth Etf (VUG) 4.5 $7.9M 35k 222.88
Microsoft Corporation (MSFT) 3.9 $6.7M 26k 256.84
Dimensional Etf Trust World Ex Us Core (DFAX) 3.7 $6.3M 296k 21.44
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 3.1 $5.4M 88k 61.30
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.7 $4.7M 113k 41.65
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.7 $4.6M 58k 80.03
Vanguard Specialized Funds Div App Etf (VIG) 2.3 $4.0M 28k 143.46
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $3.9M 21k 188.64
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.1 $3.7M 49k 76.26
Apple (AAPL) 1.4 $2.4M 17k 136.71
Vanguard Bd Index Fds Intermed Term (BIV) 1.4 $2.4M 31k 77.65
Vanguard Index Fds Value Etf (VTV) 1.3 $2.3M 18k 131.88
Eli Lilly & Co. (LLY) 1.2 $2.2M 6.7k 324.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $2.1M 7.6k 272.97
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.2 $2.1M 41k 50.11
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $1.9M 38k 49.92
Johnson & Johnson (JNJ) 1.1 $1.8M 10k 177.51
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.0 $1.8M 75k 24.14
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.9 $1.5M 21k 73.60
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $1.3M 33k 39.01
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $1.2M 27k 44.65
Procter & Gamble Company (PG) 0.7 $1.2M 8.3k 143.79
Cincinnati Financial Corporation (CINF) 0.7 $1.2M 9.8k 118.95
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $1.1M 5.7k 196.99
Pfizer (PFE) 0.6 $982k 19k 52.44
Wal-Mart Stores (WMT) 0.5 $853k 7.0k 121.53
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $818k 2.00 409000.00
Abbvie (ABBV) 0.4 $769k 5.0k 153.22
Paychex (PAYX) 0.4 $727k 6.4k 113.83
Lowe's Companies (LOW) 0.4 $707k 4.0k 174.70
JPMorgan Chase & Co. (JPM) 0.4 $687k 6.1k 112.68
Anthem (ELV) 0.4 $655k 1.4k 482.33
Automatic Data Processing (ADP) 0.4 $611k 2.9k 210.04
McDonald's Corporation (MCD) 0.4 $608k 2.5k 247.05
Ishares Tr Select Divid Etf (DVY) 0.3 $606k 5.2k 117.58
Nextera Energy (NEE) 0.3 $603k 7.8k 77.51
Norfolk Southern (NSC) 0.3 $599k 2.6k 227.15
Pepsi (PEP) 0.3 $586k 3.5k 166.67
Home Depot (HD) 0.3 $533k 1.9k 274.04
L3harris Technologies (LHX) 0.3 $528k 2.2k 241.87
Emerson Electric (EMR) 0.3 $506k 6.4k 79.48
FactSet Research Systems (FDS) 0.3 $502k 1.3k 384.38
3M Company (MMM) 0.3 $499k 3.9k 129.41
Abbott Laboratories (ABT) 0.3 $498k 4.6k 108.73
Analog Devices (ADI) 0.3 $487k 3.3k 146.11
Illinois Tool Works (ITW) 0.3 $469k 2.6k 182.07
Air Products & Chemicals (APD) 0.3 $451k 1.9k 240.28
SYSCO Corporation (SYY) 0.3 $450k 5.3k 84.62
Linde SHS 0.3 $437k 1.5k 287.50
Target Corporation (TGT) 0.3 $436k 3.1k 141.10
Becton, Dickinson and (BDX) 0.2 $418k 1.7k 246.46
General Dynamics Corporation (GD) 0.2 $405k 1.8k 221.31
Exxon Mobil Corporation (XOM) 0.2 $388k 4.5k 85.75
Johnson Ctls Intl SHS (JCI) 0.2 $388k 8.1k 47.92
Consolidated Edison (ED) 0.2 $380k 4.0k 95.00
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $372k 12k 31.42
AFLAC Incorporated (AFL) 0.2 $361k 6.5k 55.40
Eversource Energy (ES) 0.2 $360k 4.3k 84.37
W.W. Grainger (GWW) 0.2 $359k 789.00 455.01
Alphabet Cap Stk Cl C (GOOG) 0.2 $352k 161.00 2186.34
Verizon Communications (VZ) 0.2 $339k 6.7k 50.81
Stryker Corporation (SYK) 0.2 $330k 1.7k 198.68
Merck & Co (MRK) 0.2 $323k 3.5k 91.04
Duke Energy Corp Com New (DUK) 0.2 $319k 3.0k 107.19
Colgate-Palmolive Company (CL) 0.2 $294k 3.7k 80.24
BlackRock (BLK) 0.2 $293k 481.00 609.15
Wec Energy Group (WEC) 0.2 $286k 2.8k 100.60
Sherwin-Williams Company (SHW) 0.2 $285k 1.3k 223.70
Clorox Company (CLX) 0.2 $282k 2.0k 141.21
Oracle Corporation (ORCL) 0.2 $279k 4.0k 69.75
Amazon (AMZN) 0.2 $278k 2.6k 106.11
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $276k 2.7k 101.73
Philip Morris International (PM) 0.2 $272k 2.8k 98.77
General Mills (GIS) 0.2 $268k 3.6k 75.45
Medtronic SHS (MDT) 0.2 $266k 3.0k 89.90
Walt Disney Company (DIS) 0.2 $262k 2.8k 94.31
Novartis Sponsored Adr (NVS) 0.1 $256k 3.0k 84.66
ConocoPhillips (COP) 0.1 $245k 2.7k 89.84
Cisco Systems (CSCO) 0.1 $243k 5.7k 42.68
Raytheon Technologies Corp (RTX) 0.1 $242k 2.5k 96.22
Ishares Tr Esg Aware Msci (ESML) 0.1 $235k 7.5k 31.45
At&t (T) 0.1 $234k 11k 20.92
Smucker J M Com New (SJM) 0.1 $216k 1.7k 127.74
TJX Companies (TJX) 0.1 $210k 3.8k 55.85
Morgan Stanley Com New (MS) 0.1 $207k 2.7k 75.96
Sirius Xm Holdings (SIRI) 0.0 $63k 10k 6.13