Hurlow Wealth Management Group

Hurlow Wealth Management Group as of Dec. 31, 2023

Portfolio Holdings for Hurlow Wealth Management Group

Hurlow Wealth Management Group holds 111 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 11.0 $29M 133k 218.15
Dimensional Etf Trust Us Equity Etf (DFUS) 9.0 $24M 461k 51.83
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.2 $19M 396k 47.90
Vanguard Index Fds Small Cp Etf (VB) 6.4 $17M 79k 213.33
Dimensional Etf Trust Us Small Cap Etf (DFAS) 5.2 $14M 230k 59.62
Vanguard Index Fds Real Estate Etf (VNQ) 4.5 $12M 134k 88.36
Vanguard Index Fds Growth Etf (VUG) 4.1 $11M 35k 310.88
Microsoft Corporation (MSFT) 3.8 $10M 27k 376.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $7.8M 189k 41.10
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 2.8 $7.3M 114k 63.75
Dimensional Etf Trust World Ex Us Core (DFAX) 2.6 $6.8M 279k 24.42
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.6 $6.8M 84k 81.28
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.5 $6.7M 232k 28.64
Vanguard Specialized Funds Div App Etf (VIG) 2.5 $6.5M 38k 170.40
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.1 $5.4M 106k 51.05
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.0 $5.4M 69k 77.37
Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $4.9M 21k 237.22
Apple (AAPL) 1.4 $3.7M 19k 192.53
Eli Lilly & Co. (LLY) 1.3 $3.5M 5.9k 582.93
Vanguard Bd Index Fds Intermed Term (BIV) 1.2 $3.2M 43k 76.38
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 1.1 $2.9M 62k 47.79
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.1 $2.9M 37k 77.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $2.6M 7.3k 356.67
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.0 $2.6M 54k 47.49
Vanguard Index Fds Value Etf (VTV) 0.9 $2.5M 17k 149.50
Dimensional Etf Trust Intl Core Equity (DFIC) 0.9 $2.4M 94k 25.53
Johnson & Johnson (JNJ) 0.7 $1.7M 11k 156.74
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $1.6M 3.00 542625.00
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $1.6M 34k 47.24
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $1.6M 28k 56.40
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $1.5M 6.3k 232.64
Ishares Tr National Mun Etf (MUB) 0.5 $1.3M 12k 108.41
Procter & Gamble Company (PG) 0.5 $1.2M 8.3k 146.54
Wal-Mart Stores (WMT) 0.4 $1.1M 6.9k 157.65
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $1.1M 29k 36.96
Cincinnati Financial Corporation (CINF) 0.4 $1.1M 10k 103.46
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.0M 2.5k 409.55
JPMorgan Chase & Co. (JPM) 0.4 $948k 5.6k 170.10
Lowe's Companies (LOW) 0.3 $889k 4.0k 222.55
Abbvie (ABBV) 0.3 $850k 5.5k 154.97
McDonald's Corporation (MCD) 0.3 $793k 2.7k 296.51
Home Depot (HD) 0.3 $736k 2.1k 346.55
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $653k 12k 52.80
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $646k 1.4k 475.38
Paychex (PAYX) 0.2 $615k 5.2k 119.11
Automatic Data Processing (ADP) 0.2 $614k 2.6k 232.97
Ishares Tr Select Divid Etf (DVY) 0.2 $604k 5.2k 117.22
Pepsi (PEP) 0.2 $601k 3.5k 169.84
Illinois Tool Works (ITW) 0.2 $599k 2.3k 261.94
W.W. Grainger (GWW) 0.2 $592k 714.00 828.69
Emerson Electric (EMR) 0.2 $591k 6.1k 97.33
Linde SHS (LIN) 0.2 $590k 1.4k 410.71
Amazon (AMZN) 0.2 $577k 3.8k 151.95
Anthem (ELV) 0.2 $569k 1.2k 471.56
Norfolk Southern (NSC) 0.2 $550k 2.3k 236.38
Analog Devices (ADI) 0.2 $533k 2.7k 198.56
Ishares Tr Rus 1000 Etf (IWB) 0.2 $526k 2.0k 262.26
AFLAC Incorporated (AFL) 0.2 $513k 6.2k 82.50
Merck & Co (MRK) 0.2 $509k 4.7k 109.02
FactSet Research Systems (FDS) 0.2 $498k 1.0k 477.05
Ishares Tr Esg Aware Msci (ESML) 0.2 $496k 13k 38.01
Stryker Corporation (SYK) 0.2 $484k 1.6k 299.46
Alphabet Cap Stk Cl C (GOOG) 0.2 $472k 3.4k 140.93
Johnson Ctls Intl SHS (JCI) 0.2 $468k 8.1k 57.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $453k 1.0k 436.80
Nextera Energy (NEE) 0.2 $443k 7.3k 60.74
Target Corporation (TGT) 0.2 $433k 3.0k 142.40
Abbott Laboratories (ABT) 0.2 $432k 3.9k 110.07
Oracle Corporation (ORCL) 0.2 $430k 4.1k 105.43
Air Products & Chemicals (APD) 0.2 $422k 1.5k 273.80
L3harris Technologies (LHX) 0.2 $416k 2.0k 210.62
Exxon Mobil Corporation (XOM) 0.1 $395k 4.0k 99.98
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $392k 6.7k 58.33
General Dynamics Corporation (GD) 0.1 $381k 1.5k 259.67
BlackRock 0.1 $381k 469.00 811.80
SYSCO Corporation (SYY) 0.1 $373k 5.1k 73.13
Becton, Dickinson and (BDX) 0.1 $366k 1.5k 243.83
Consolidated Edison (ED) 0.1 $365k 4.0k 90.97
TJX Companies (TJX) 0.1 $356k 3.8k 93.81
ConocoPhillips (COP) 0.1 $322k 2.8k 116.07
Phillips 66 (PSX) 0.1 $311k 2.3k 133.14
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $303k 2.7k 111.63
Novartis Sponsored Adr (NVS) 0.1 $300k 3.0k 100.97
Duke Energy Corp Com New (DUK) 0.1 $290k 3.0k 97.04
Cisco Systems (CSCO) 0.1 $290k 5.7k 50.52
Colgate-Palmolive Company (CL) 0.1 $283k 3.6k 79.71
Medtronic SHS (MDT) 0.1 $279k 3.4k 82.38
Pfizer (PFE) 0.1 $273k 9.5k 28.79
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $272k 4.7k 57.96
Clorox Company (CLX) 0.1 $272k 1.9k 142.59
Visa Com Cl A (V) 0.1 $271k 1.0k 260.35
General Electric Com New (GE) 0.1 $267k 2.1k 127.63
Alphabet Cap Stk Cl A (GOOGL) 0.1 $267k 1.9k 139.67
Philip Morris International (PM) 0.1 $259k 2.8k 94.08
Eversource Energy (ES) 0.1 $258k 4.2k 61.72
Morgan Stanley Com New (MS) 0.1 $245k 2.6k 93.25
Verizon Communications (VZ) 0.1 $243k 6.4k 37.70
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $237k 875.00 270.79
Wec Energy Group (WEC) 0.1 $235k 2.8k 84.17
Select Sector Spdr Tr Technology (XLK) 0.1 $234k 1.2k 192.48
Waste Management (WM) 0.1 $228k 1.3k 179.10
General Mills (GIS) 0.1 $227k 3.5k 65.14
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $222k 1.2k 178.81
Caterpillar (CAT) 0.1 $221k 747.00 295.67
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $217k 5.8k 37.56
Sherwin-Williams Company (SHW) 0.1 $210k 674.00 311.90
Smucker J M Com New (SJM) 0.1 $209k 1.7k 126.38
Raytheon Technologies Corp (RTX) 0.1 $206k 2.4k 84.14
BP Sponsored Adr (BP) 0.1 $200k 5.7k 35.40
At&t (T) 0.1 $173k 10k 16.78
Ammo (POWW) 0.0 $28k 13k 2.10