Hurlow Wealth Management Group

Hurlow Wealth Management Group as of March 31, 2024

Portfolio Holdings for Hurlow Wealth Management Group

Hurlow Wealth Management Group holds 115 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 11.3 $32M 133k 239.76
Dimensional Etf Trust Us Equity Etf (DFUS) 9.3 $26M 463k 56.98
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.0 $20M 397k 50.17
Vanguard Index Fds Small Cp Etf (VB) 6.4 $18M 79k 228.59
Dimensional Etf Trust Us Small Cap Etf (DFAS) 5.2 $15M 238k 62.34
Vanguard Index Fds Growth Etf (VUG) 4.2 $12M 34k 344.20
Vanguard Index Fds Real Estate Etf (VNQ) 4.2 $12M 136k 86.48
Microsoft Corporation (MSFT) 4.0 $11M 27k 420.72
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $8.1M 193k 41.77
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 2.6 $7.4M 116k 63.85
Dimensional Etf Trust World Ex Us Core (DFAX) 2.6 $7.3M 287k 25.44
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.5 $7.2M 89k 80.51
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.5 $7.1M 234k 30.22
Vanguard Specialized Funds Div App Etf (VIG) 2.4 $6.8M 37k 182.61
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.0 $5.8M 114k 50.60
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.0 $5.7M 74k 77.31
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $5.3M 20k 259.90
Eli Lilly & Co. (LLY) 1.6 $4.6M 5.9k 777.98
Vanguard Bd Index Fds Intermed Term (BIV) 1.2 $3.4M 45k 75.40
Apple (AAPL) 1.2 $3.3M 19k 171.48
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $3.1M 7.3k 420.54
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.0 $3.0M 38k 77.73
Dimensional Etf Trust Intl Core Equity (DFIC) 1.0 $2.9M 109k 26.75
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.0 $2.8M 58k 47.89
Vanguard Index Fds Value Etf (VTV) 0.9 $2.6M 16k 162.86
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $1.9M 3.00 634440.00
Johnson & Johnson (JNJ) 0.6 $1.7M 11k 158.19
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $1.7M 27k 62.06
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $1.7M 6.6k 249.86
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $1.6M 33k 49.24
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.6 $1.6M 33k 47.44
Procter & Gamble Company (PG) 0.5 $1.3M 8.3k 162.25
Ishares Tr National Mun Etf (MUB) 0.5 $1.3M 12k 107.60
Cincinnati Financial Corporation (CINF) 0.4 $1.3M 10k 124.17
Wal-Mart Stores (WMT) 0.4 $1.2M 21k 60.17
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $1.1M 29k 39.02
JPMorgan Chase & Co. (JPM) 0.4 $1.1M 5.6k 200.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.1M 2.5k 444.04
Lowe's Companies (LOW) 0.4 $1.0M 4.0k 254.73
Abbvie (ABBV) 0.4 $999k 5.5k 182.11
Home Depot (HD) 0.3 $809k 2.1k 383.60
McDonald's Corporation (MCD) 0.3 $754k 2.7k 281.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $716k 1.4k 523.18
TJX Companies (TJX) 0.3 $710k 7.0k 101.42
Emerson Electric (EMR) 0.2 $689k 6.1k 113.42
Amazon (AMZN) 0.2 $686k 3.8k 180.39
Linde SHS (LIN) 0.2 $667k 1.4k 464.32
Ishares Tr Select Divid Etf (DVY) 0.2 $635k 5.2k 123.18
Paychex (PAYX) 0.2 $635k 5.2k 122.80
Anthem (ELV) 0.2 $625k 1.2k 518.54
Merck & Co (MRK) 0.2 $617k 4.7k 131.95
Pepsi (PEP) 0.2 $611k 3.5k 175.01
Automatic Data Processing (ADP) 0.2 $606k 2.4k 249.74
W.W. Grainger (GWW) 0.2 $597k 587.00 1017.30
Ishares Tr Rus 1000 Etf (IWB) 0.2 $578k 2.0k 288.03
Stryker Corporation (SYK) 0.2 $578k 1.6k 357.87
Norfolk Southern (NSC) 0.2 $556k 2.2k 254.87
Illinois Tool Works (ITW) 0.2 $553k 2.1k 268.33
Target Corporation (TGT) 0.2 $542k 3.1k 177.19
Johnson Ctls Intl SHS (JCI) 0.2 $531k 8.1k 65.32
Analog Devices (ADI) 0.2 $531k 2.7k 197.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $526k 1.1k 480.70
Ishares Tr Esg Aware Msci (ESML) 0.2 $525k 13k 40.27
Oracle Corporation (ORCL) 0.2 $512k 4.1k 125.61
Alphabet Cap Stk Cl C (GOOG) 0.2 $509k 3.3k 152.26
FactSet Research Systems (FDS) 0.2 $474k 1.0k 454.39
Nextera Energy (NEE) 0.2 $463k 7.2k 63.91
Exxon Mobil Corporation (XOM) 0.2 $459k 4.0k 116.25
AFLAC Incorporated (AFL) 0.2 $459k 5.3k 85.86
Abbott Laboratories (ABT) 0.2 $446k 3.9k 113.66
L3harris Technologies (LHX) 0.1 $421k 2.0k 213.10
General Dynamics Corporation (GD) 0.1 $416k 1.5k 282.49
SYSCO Corporation (SYY) 0.1 $414k 5.1k 81.18
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $399k 6.9k 58.07
BlackRock 0.1 $392k 470.00 833.70
Phillips 66 (PSX) 0.1 $382k 2.3k 163.34
Air Products & Chemicals (APD) 0.1 $371k 1.5k 242.27
General Electric Com New (GE) 0.1 $367k 2.1k 175.53
Consolidated Edison (ED) 0.1 $364k 4.0k 90.81
ConocoPhillips (COP) 0.1 $353k 2.8k 127.28
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $328k 2.7k 120.99
Colgate-Palmolive Company (CL) 0.1 $313k 3.5k 90.05
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $310k 12k 25.49
Becton, Dickinson and (BDX) 0.1 $304k 1.2k 247.45
Medtronic SHS (MDT) 0.1 $296k 3.4k 87.15
Alphabet Cap Stk Cl A (GOOGL) 0.1 $293k 1.9k 150.91
Clorox Company (CLX) 0.1 $292k 1.9k 153.11
Duke Energy Corp Com New (DUK) 0.1 $290k 3.0k 96.71
Novartis Sponsored Adr (NVS) 0.1 $288k 3.0k 96.73
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $283k 4.7k 60.30
Visa Com Cl A (V) 0.1 $275k 986.00 279.08
Caterpillar (CAT) 0.1 $274k 747.00 366.43
Waste Management (WM) 0.1 $272k 1.3k 213.15
Verizon Communications (VZ) 0.1 $271k 6.4k 41.96
Walt Disney Company (DIS) 0.1 $267k 2.2k 122.37
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $267k 875.00 304.71
Cisco Systems (CSCO) 0.1 $263k 5.3k 49.91
Select Sector Spdr Tr Technology (XLK) 0.1 $254k 1.2k 208.27
Philip Morris International (PM) 0.1 $253k 2.8k 91.62
Morgan Stanley Com New (MS) 0.1 $249k 2.6k 94.16
Meta Platforms Cl A (META) 0.1 $243k 501.00 485.58
Raytheon Technologies Corp (RTX) 0.1 $237k 2.4k 97.53
Sherwin-Williams Company (SHW) 0.1 $234k 675.00 347.33
Eversource Energy (ES) 0.1 $234k 3.9k 59.77
Wells Fargo & Company (WFC) 0.1 $233k 4.0k 57.96
General Mills (GIS) 0.1 $230k 3.3k 69.97
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $229k 5.8k 39.66
Wec Energy Group (WEC) 0.1 $229k 2.8k 82.12
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $228k 1.2k 183.89
Pfizer (PFE) 0.1 $215k 7.7k 27.75
Advanced Micro Devices (AMD) 0.1 $214k 1.2k 180.49
BP Sponsored Adr (BP) 0.1 $213k 5.7k 37.68
Costco Wholesale Corporation (COST) 0.1 $207k 283.00 732.63
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $205k 2.2k 93.71
At&t (T) 0.1 $188k 11k 17.60