Hurlow Wealth Management Group

Hurlow Wealth Management Group as of March 31, 2023

Portfolio Holdings for Hurlow Wealth Management Group

Hurlow Wealth Management Group holds 102 positions in its portfolio as reported in the March 2023 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 $24M 130k 186.80
Dimensional Etf Trust Us Equity Etf (DFUS) 9.1 $20M 442k 44.43
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.6 $17M 366k 45.17
Vanguard Index Fds Small Cp Etf (VB) 6.6 $14M 75k 189.56
Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.9 $11M 201k 52.69
Vanguard Index Fds Real Estate Etf (VNQ) 4.3 $9.4M 113k 83.04
Vanguard Index Fds Growth Etf (VUG) 4.1 $8.8M 35k 249.44
Microsoft Corporation (MSFT) 3.5 $7.6M 26k 288.30
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 3.0 $6.5M 104k 62.31
Dimensional Etf Trust World Ex Us Core (DFAX) 3.0 $6.4M 277k 23.06
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $6.3M 157k 40.40
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.6 $5.6M 207k 26.93
Vanguard Specialized Funds Div App Etf (VIG) 2.6 $5.6M 36k 154.01
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.2 $4.8M 60k 80.22
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $4.2M 21k 204.10
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.9 $4.1M 81k 50.66
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.5 $3.3M 44k 76.23
Apple (AAPL) 1.4 $3.0M 18k 164.90
Vanguard Bd Index Fds Intermed Term (BIV) 1.3 $2.8M 37k 76.74
Vanguard Index Fds Value Etf (VTV) 1.1 $2.4M 18k 138.11
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $2.3M 7.4k 308.78
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.0 $2.1M 45k 47.82
Eli Lilly & Co. (LLY) 0.9 $2.0M 5.8k 343.42
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.9 $2.0M 26k 75.55
Johnson & Johnson (JNJ) 0.8 $1.7M 11k 155.00
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $1.5M 35k 41.93
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $1.4M 30k 48.37
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $1.4M 3.00 465600.00
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $1.4M 6.5k 210.92
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.6 $1.3M 27k 47.55
Procter & Gamble Company (PG) 0.6 $1.2M 8.3k 148.69
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $1.1M 33k 34.80
Cincinnati Financial Corporation (CINF) 0.5 $1.1M 10k 112.08
Wal-Mart Stores (WMT) 0.5 $1.0M 7.0k 147.45
Ishares Tr National Mun Etf (MUB) 0.4 $910k 8.4k 107.74
Abbvie (ABBV) 0.4 $873k 5.5k 159.37
Lowe's Companies (LOW) 0.4 $813k 4.1k 199.97
Pfizer (PFE) 0.4 $810k 20k 40.80
JPMorgan Chase & Co. (JPM) 0.4 $771k 5.9k 130.31
McDonald's Corporation (MCD) 0.3 $717k 2.6k 279.61
Anthem (ELV) 0.3 $680k 1.5k 459.81
Pepsi (PEP) 0.3 $646k 3.5k 182.30
Paychex (PAYX) 0.3 $645k 5.6k 114.59
Home Depot (HD) 0.3 $626k 2.1k 295.12
Ishares Tr Select Divid Etf (DVY) 0.3 $604k 5.2k 117.18
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $597k 1.9k 320.95
Automatic Data Processing (ADP) 0.3 $596k 2.7k 222.63
Nextera Energy (NEE) 0.3 $585k 7.6k 77.08
Illinois Tool Works (ITW) 0.3 $559k 2.3k 243.45
Emerson Electric (EMR) 0.3 $547k 6.3k 87.14
Analog Devices (ADI) 0.3 $545k 2.8k 197.22
Linde SHS (LIN) 0.2 $511k 1.4k 355.44
Norfolk Southern (NSC) 0.2 $507k 2.4k 212.00
Target Corporation (TGT) 0.2 $506k 3.1k 165.61
W.W. Grainger (GWW) 0.2 $496k 720.00 688.81
Johnson Ctls Intl SHS (JCI) 0.2 $488k 8.1k 60.22
Stryker Corporation (SYK) 0.2 $476k 1.7k 285.47
Merck & Co (MRK) 0.2 $468k 4.4k 106.39
Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $459k 19k 24.07
Abbott Laboratories (ABT) 0.2 $447k 4.4k 101.26
Air Products & Chemicals (APD) 0.2 $443k 1.5k 287.21
FactSet Research Systems (FDS) 0.2 $433k 1.0k 415.09
Exxon Mobil Corporation (XOM) 0.2 $429k 3.9k 109.66
L3harris Technologies (LHX) 0.2 $417k 2.1k 196.24
Becton, Dickinson and (BDX) 0.2 $406k 1.6k 247.54
AFLAC Incorporated (AFL) 0.2 $404k 6.3k 64.52
3M Company (MMM) 0.2 $403k 3.8k 105.11
Ishares Tr Esg Aware Msci (ESML) 0.2 $397k 12k 33.99
SYSCO Corporation (SYY) 0.2 $394k 5.1k 77.23
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $388k 6.6k 58.54
Consolidated Edison (ED) 0.2 $384k 4.0k 95.67
Oracle Corporation (ORCL) 0.2 $379k 4.1k 92.92
Alphabet Cap Stk Cl C (GOOG) 0.2 $349k 3.4k 104.00
General Dynamics Corporation (GD) 0.2 $335k 1.5k 228.21
Eversource Energy (ES) 0.2 $327k 4.2k 78.26
BlackRock 0.1 $323k 483.00 669.12
Amazon (AMZN) 0.1 $311k 3.0k 103.30
Clorox Company (CLX) 0.1 $302k 1.9k 158.24
Cisco Systems (CSCO) 0.1 $300k 5.7k 52.27
General Mills (GIS) 0.1 $299k 3.5k 85.46
TJX Companies (TJX) 0.1 $297k 3.8k 78.36
Duke Energy Corp Com New (DUK) 0.1 $289k 3.0k 96.47
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $286k 2.7k 105.50
ConocoPhillips (COP) 0.1 $273k 2.8k 99.21
Novartis Sponsored Adr (NVS) 0.1 $273k 3.0k 92.00
Colgate-Palmolive Company (CL) 0.1 $272k 3.6k 75.15
Wec Energy Group (WEC) 0.1 $270k 2.9k 94.79
Philip Morris International (PM) 0.1 $267k 2.7k 97.25
Smucker J M Com New (SJM) 0.1 $261k 1.7k 157.37
Verizon Communications (VZ) 0.1 $255k 6.6k 38.89
Medtronic SHS (MDT) 0.1 $241k 3.0k 80.62
Raytheon Technologies Corp (RTX) 0.1 $240k 2.5k 97.93
Sherwin-Williams Company (SHW) 0.1 $238k 1.1k 224.77
Phillips 66 (PSX) 0.1 $236k 2.3k 101.38
Morgan Stanley Com New (MS) 0.1 $232k 2.6k 87.80
At&t (T) 0.1 $221k 12k 19.25
Walt Disney Company (DIS) 0.1 $219k 2.2k 100.14
BP Sponsored Adr (BP) 0.1 $215k 5.7k 37.94
General Electric Com New (GE) 0.1 $213k 2.2k 95.60
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $212k 563.00 376.13
Waste Management (WM) 0.1 $208k 1.3k 163.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $203k 496.00 409.39