Hurlow Wealth Management Group

Hurlow Wealth Management Group as of Sept. 30, 2022

Portfolio Holdings for Hurlow Wealth Management Group

Hurlow Wealth Management Group holds 94 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 11.2 $19M 117k 163.56
Dimensional Etf Trust Us Equity Etf (DFUS) 8.2 $14M 363k 38.82
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.0 $12M 329k 36.36
Vanguard Index Fds Small Cp Etf (VB) 6.9 $12M 69k 170.90
Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.6 $8.0M 171k 46.52
Vanguard Index Fds Real Estate Etf (VNQ) 4.4 $7.6M 95k 80.17
Vanguard Index Fds Growth Etf (VUG) 4.4 $7.6M 35k 213.95
Microsoft Corporation (MSFT) 3.5 $6.1M 26k 232.92
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 3.1 $5.3M 93k 57.49
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $4.8M 131k 36.49
Dimensional Etf Trust World Ex Us Core (DFAX) 2.6 $4.5M 238k 18.89
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.6 $4.4M 58k 75.69
Vanguard Specialized Funds Div App Etf (VIG) 2.3 $3.9M 29k 135.15
Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $3.7M 21k 179.48
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.1 $3.6M 49k 74.29
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.8 $3.1M 144k 21.57
Vanguard Bd Index Fds Intermed Term (BIV) 1.4 $2.4M 33k 73.49
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.4 $2.4M 50k 48.13
Apple (AAPL) 1.4 $2.4M 17k 138.22
Vanguard Index Fds Value Etf (VTV) 1.3 $2.2M 18k 123.46
Eli Lilly & Co. (LLY) 1.3 $2.2M 6.7k 323.34
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.2 $2.0M 42k 48.11
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $2.0M 7.4k 267.01
Johnson & Johnson (JNJ) 1.0 $1.7M 10k 163.34
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $1.7M 44k 37.80
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.0 $1.7M 23k 71.41
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $1.2M 6.1k 187.94
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $1.1M 26k 42.33
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.6 $1.1M 24k 46.11
Procter & Gamble Company (PG) 0.6 $1.0M 8.2k 126.25
Wal-Mart Stores (WMT) 0.5 $903k 7.0k 129.76
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $893k 32k 28.13
Cincinnati Financial Corporation (CINF) 0.5 $880k 9.8k 89.56
Pfizer (PFE) 0.5 $819k 19k 43.74
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $813k 2.00 406500.00
Lowe's Companies (LOW) 0.4 $760k 4.0k 187.79
Ishares Tr National Mun Etf (MUB) 0.4 $729k 7.1k 102.56
Paychex (PAYX) 0.4 $707k 6.3k 112.28
Abbvie (ABBV) 0.4 $667k 5.0k 134.23
Automatic Data Processing (ADP) 0.4 $646k 2.9k 226.35
Anthem (ELV) 0.4 $617k 1.4k 454.34
JPMorgan Chase & Co. (JPM) 0.4 $607k 5.8k 104.56
Nextera Energy (NEE) 0.3 $593k 7.6k 78.46
Pepsi (PEP) 0.3 $580k 3.6k 163.24
Home Depot (HD) 0.3 $577k 2.1k 275.94
McDonald's Corporation (MCD) 0.3 $557k 2.4k 230.55
Ishares Tr Select Divid Etf (DVY) 0.3 $553k 5.2k 107.30
Norfolk Southern (NSC) 0.3 $542k 2.6k 209.51
FactSet Research Systems (FDS) 0.3 $509k 1.3k 400.47
Emerson Electric (EMR) 0.3 $461k 6.3k 73.28
Illinois Tool Works (ITW) 0.3 $456k 2.5k 180.52
Analog Devices (ADI) 0.3 $454k 3.3k 139.35
Target Corporation (TGT) 0.3 $450k 3.0k 148.27
L3harris Technologies (LHX) 0.3 $440k 2.1k 207.74
Abbott Laboratories (ABT) 0.3 $434k 4.5k 96.66
Air Products & Chemicals (APD) 0.3 $430k 1.8k 232.81
3M Company (MMM) 0.2 $421k 3.8k 110.38
Exxon Mobil Corporation (XOM) 0.2 $403k 4.6k 87.27
Linde SHS 0.2 $400k 1.5k 269.36
Johnson Ctls Intl SHS (JCI) 0.2 $398k 8.1k 49.16
General Dynamics Corporation (GD) 0.2 $380k 1.8k 212.29
W.W. Grainger (GWW) 0.2 $376k 769.00 488.95
Becton, Dickinson and (BDX) 0.2 $369k 1.7k 222.83
SYSCO Corporation (SYY) 0.2 $368k 5.2k 70.80
AFLAC Incorporated (AFL) 0.2 $358k 6.4k 56.15
Consolidated Edison (ED) 0.2 $343k 4.0k 85.75
Stryker Corporation (SYK) 0.2 $336k 1.7k 202.29
Amazon (AMZN) 0.2 $328k 2.9k 113.10
Eversource Energy (ES) 0.2 $325k 4.2k 77.90
Merck & Co (MRK) 0.2 $311k 3.6k 86.01
Alphabet Cap Stk Cl C (GOOG) 0.2 $310k 3.2k 96.27
Ishares Tr Esg Aware Msci (ESML) 0.2 $298k 9.7k 30.62
ConocoPhillips (COP) 0.2 $279k 2.7k 102.31
Duke Energy Corp Com New (DUK) 0.2 $277k 3.0k 93.08
General Mills (GIS) 0.2 $266k 3.5k 76.61
BlackRock (BLK) 0.2 $265k 481.00 550.94
Sherwin-Williams Company (SHW) 0.2 $261k 1.3k 204.87
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $257k 2.7k 94.73
Wec Energy Group (WEC) 0.1 $254k 2.8k 89.34
Colgate-Palmolive Company (CL) 0.1 $253k 3.6k 70.30
Clorox Company (CLX) 0.1 $251k 2.0k 128.59
Verizon Communications (VZ) 0.1 $251k 6.6k 37.92
Oracle Corporation (ORCL) 0.1 $246k 4.0k 61.07
Medtronic SHS (MDT) 0.1 $239k 3.0k 80.77
Walt Disney Company (DIS) 0.1 $236k 2.5k 94.14
TJX Companies (TJX) 0.1 $234k 3.8k 62.23
Philip Morris International (PM) 0.1 $229k 2.8k 83.15
Smucker J M Com New (SJM) 0.1 $227k 1.7k 137.49
Novartis Sponsored Adr (NVS) 0.1 $226k 3.0k 76.12
Cisco Systems (CSCO) 0.1 $225k 5.6k 40.08
Morgan Stanley Com New (MS) 0.1 $210k 2.7k 79.16
Waste Management (WM) 0.1 $202k 1.3k 160.32
At&t (T) 0.1 $172k 11k 15.38
Sirius Xm Holdings (SIRI) 0.0 $59k 10k 5.75