Hurlow Wealth Management Group

Hurlow Wealth Management Group as of Dec. 31, 2022

Portfolio Holdings for Hurlow Wealth Management Group

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 10.7 $21M 118k 174.20
Dimensional Etf Trust Us Equity Etf (DFUS) 8.5 $16M 393k 41.61
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.3 $14M 335k 41.97
Vanguard Index Fds Small Cp Etf (VB) 6.7 $13M 71k 183.54
Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.7 $9.1M 178k 51.15
Vanguard Index Fds Real Estate Etf (VNQ) 4.3 $8.3M 101k 82.48
Vanguard Index Fds Growth Etf (VUG) 3.9 $7.5M 35k 213.11
Microsoft Corporation (MSFT) 3.3 $6.3M 26k 239.82
Dimensional Etf Trust World Ex Us Core (DFAX) 3.1 $6.0M 276k 21.60
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 3.0 $5.8M 94k 60.98
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $5.4M 138k 38.98
Vanguard Specialized Funds Div App Etf (VIG) 2.4 $4.7M 31k 151.85
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.3 $4.4M 57k 77.51
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.2 $4.2M 167k 25.03
Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $3.9M 21k 191.19
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.9 $3.7M 75k 49.49
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.6 $3.1M 41k 75.19
Vanguard Bd Index Fds Intermed Term (BIV) 1.3 $2.5M 34k 74.32
Vanguard Index Fds Value Etf (VTV) 1.3 $2.5M 18k 140.37
Apple (AAPL) 1.2 $2.3M 18k 129.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $2.3M 7.5k 308.91
Eli Lilly & Co. (LLY) 1.1 $2.1M 5.8k 365.84
Johnson & Johnson (JNJ) 1.0 $1.9M 11k 176.65
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.0 $1.8M 40k 46.71
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.9 $1.8M 24k 73.63
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $1.4M 35k 40.51
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $1.4M 3.00 468711.00
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $1.4M 31k 45.15
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.7 $1.4M 29k 46.98
Procter & Gamble Company (PG) 0.7 $1.3M 8.3k 151.56
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $1.3M 6.1k 203.81
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $1.1M 34k 32.21
Pfizer (PFE) 0.5 $1.0M 20k 51.24
Cincinnati Financial Corporation (CINF) 0.5 $1.0M 9.9k 102.39
Wal-Mart Stores (WMT) 0.5 $987k 7.0k 141.79
Ishares Tr National Mun Etf (MUB) 0.5 $891k 8.4k 105.52
Abbvie (ABBV) 0.5 $889k 5.5k 161.61
Lowe's Companies (LOW) 0.4 $811k 4.1k 199.24
JPMorgan Chase & Co. (JPM) 0.4 $792k 5.9k 134.10
McDonald's Corporation (MCD) 0.4 $675k 2.6k 263.53
Home Depot (HD) 0.3 $672k 2.1k 315.86
Paychex (PAYX) 0.3 $650k 5.6k 115.56
Anthem (ELV) 0.3 $646k 1.3k 512.97
Automatic Data Processing (ADP) 0.3 $642k 2.7k 238.86
Pepsi (PEP) 0.3 $641k 3.5k 180.66
Nextera Energy (NEE) 0.3 $635k 7.6k 83.60
Ishares Tr Select Divid Etf (DVY) 0.3 $622k 5.2k 120.60
Emerson Electric (EMR) 0.3 $606k 6.3k 96.06
Norfolk Southern (NSC) 0.3 $590k 2.4k 246.42
Johnson Ctls Intl SHS (JCI) 0.3 $519k 8.1k 64.00
Illinois Tool Works (ITW) 0.3 $506k 2.3k 220.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $495k 1.9k 266.29
Merck & Co (MRK) 0.3 $487k 4.4k 110.95
Abbott Laboratories (ABT) 0.3 $485k 4.4k 109.79
Air Products & Chemicals (APD) 0.2 $476k 1.5k 308.26
Linde SHS 0.2 $469k 1.4k 326.18
3M Company (MMM) 0.2 $460k 3.8k 119.92
Target Corporation (TGT) 0.2 $455k 3.1k 149.02
Analog Devices (ADI) 0.2 $453k 2.8k 164.03
AFLAC Incorporated (AFL) 0.2 $450k 6.3k 71.94
L3harris Technologies (LHX) 0.2 $442k 2.1k 208.21
Exxon Mobil Corporation (XOM) 0.2 $430k 3.9k 110.30
Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $426k 19k 22.35
FactSet Research Systems (FDS) 0.2 $419k 1.0k 401.21
Becton, Dickinson and (BDX) 0.2 $417k 1.6k 254.30
W.W. Grainger (GWW) 0.2 $411k 739.00 556.25
Stryker Corporation (SYK) 0.2 $408k 1.7k 244.49
SYSCO Corporation (SYY) 0.2 $389k 5.1k 76.45
Ishares Tr Esg Aware Msci (ESML) 0.2 $384k 12k 32.88
Consolidated Edison (ED) 0.2 $382k 4.0k 95.31
General Dynamics Corporation (GD) 0.2 $364k 1.5k 248.11
Eversource Energy (ES) 0.2 $351k 4.2k 83.84
BlackRock 0.2 $344k 485.00 708.63
Oracle Corporation (ORCL) 0.2 $333k 4.1k 81.74
ConocoPhillips (COP) 0.2 $326k 2.8k 118.00
Duke Energy Corp Com New (DUK) 0.2 $308k 3.0k 102.99
Sherwin-Williams Company (SHW) 0.2 $305k 1.3k 237.33
TJX Companies (TJX) 0.2 $302k 3.8k 79.60
Alphabet Cap Stk Cl C (GOOG) 0.2 $297k 3.3k 88.73
General Mills (GIS) 0.2 $294k 3.5k 83.85
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $294k 2.7k 108.21
Colgate-Palmolive Company (CL) 0.1 $285k 3.6k 78.79
Philip Morris International (PM) 0.1 $282k 2.8k 101.21
Clorox Company (CLX) 0.1 $275k 2.0k 140.33
Cisco Systems (CSCO) 0.1 $273k 5.7k 47.64
Novartis Sponsored Adr (NVS) 0.1 $269k 3.0k 90.72
Wec Energy Group (WEC) 0.1 $268k 2.9k 93.76
Smucker J M Com New (SJM) 0.1 $263k 1.7k 158.46
Verizon Communications (VZ) 0.1 $257k 6.5k 39.40
Amazon (AMZN) 0.1 $252k 3.0k 84.01
Raytheon Technologies Corp (RTX) 0.1 $247k 2.5k 100.92
Phillips 66 (PSX) 0.1 $243k 2.3k 104.08
Medtronic SHS (MDT) 0.1 $232k 3.0k 77.72
Morgan Stanley Com New (MS) 0.1 $224k 2.6k 85.02
At&t (T) 0.1 $211k 11k 18.41
Walt Disney Company (DIS) 0.1 $208k 2.4k 86.89