Hurlow Wealth Management Group

Hurlow Wealth Management Group as of June 30, 2024

Portfolio Holdings for Hurlow Wealth Management Group

Hurlow Wealth Management Group holds 116 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 11.4 $33M 134k 249.62
Dimensional Etf Trust Us Equity Etf (DFUS) 9.2 $27M 457k 58.85
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.7 $19M 393k 49.42
Vanguard Index Fds Small Cp Etf (VB) 6.0 $17M 80k 218.04
Dimensional Etf Trust Us Small Cap Etf (DFAS) 5.1 $15M 249k 60.08
Vanguard Index Fds Growth Etf (VUG) 4.4 $13M 34k 374.01
Vanguard Index Fds Real Estate Etf (VNQ) 4.1 $12M 143k 83.76
Microsoft Corporation (MSFT) 4.1 $12M 26k 446.96
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.0 $8.7M 198k 43.76
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.8 $8.1M 102k 79.93
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 2.6 $7.5M 120k 62.91
Dimensional Etf Trust World Ex Us Core (DFAX) 2.5 $7.3M 286k 25.42
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.4 $7.0M 235k 29.67
Vanguard Specialized Funds Div App Etf (VIG) 2.3 $6.7M 37k 182.55
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.1 $6.2M 80k 77.27
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.1 $6.2M 123k 50.11
Eli Lilly & Co. (LLY) 1.9 $5.6M 6.1k 905.42
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $5.4M 20k 267.51
Apple (AAPL) 1.4 $4.1M 20k 210.62
Dimensional Etf Trust Intl Core Equity (DFIC) 1.4 $4.1M 155k 26.29
Vanguard Bd Index Fds Intermed Term (BIV) 1.3 $3.9M 52k 74.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $3.1M 7.7k 406.81
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.1 $3.1M 40k 77.14
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.0 $3.0M 61k 48.54
Vanguard Index Fds Value Etf (VTV) 1.0 $2.8M 17k 160.41
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $1.8M 3.00 612241.00
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $1.7M 27k 64.25
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $1.6M 6.7k 242.10
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $1.6M 33k 47.45
Johnson & Johnson (JNJ) 0.5 $1.6M 11k 146.16
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.5 $1.5M 31k 47.19
Wal-Mart Stores (WMT) 0.5 $1.4M 21k 67.71
Procter & Gamble Company (PG) 0.5 $1.4M 8.3k 164.92
Ishares Tr National Mun Etf (MUB) 0.4 $1.3M 12k 106.55
Cincinnati Financial Corporation (CINF) 0.4 $1.2M 10k 118.10
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.1M 2.4k 479.15
JPMorgan Chase & Co. (JPM) 0.4 $1.1M 5.5k 202.26
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.3 $989k 37k 26.73
Abbvie (ABBV) 0.3 $940k 5.5k 171.53
Lowe's Companies (LOW) 0.3 $859k 3.9k 220.46
Amazon (AMZN) 0.3 $734k 3.8k 193.26
Home Depot (HD) 0.2 $726k 2.1k 344.24
McDonald's Corporation (MCD) 0.2 $711k 2.8k 254.84
Anthem (ELV) 0.2 $666k 1.2k 541.86
Emerson Electric (EMR) 0.2 $653k 5.9k 110.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $648k 1.2k 544.38
Alphabet Cap Stk Cl C (GOOG) 0.2 $617k 3.4k 183.42
Linde SHS (LIN) 0.2 $605k 1.4k 438.81
Ishares Tr Rus 1000 Etf (IWB) 0.2 $597k 2.0k 297.54
Ishares Tr Select Divid Etf (DVY) 0.2 $596k 4.9k 120.98
Analog Devices (ADI) 0.2 $590k 2.6k 228.26
Pepsi (PEP) 0.2 $590k 3.6k 164.93
Merck & Co (MRK) 0.2 $578k 4.7k 123.80
Oracle Corporation (ORCL) 0.2 $576k 4.1k 141.20
Automatic Data Processing (ADP) 0.2 $568k 2.4k 238.69
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $547k 1.1k 500.13
Johnson Ctls Intl SHS (JCI) 0.2 $539k 8.1k 66.47
AFLAC Incorporated (AFL) 0.2 $533k 6.0k 89.31
Paychex (PAYX) 0.2 $529k 4.5k 118.56
Stryker Corporation (SYK) 0.2 $524k 1.5k 340.25
Ishares Tr Esg Aware Msci (ESML) 0.2 $516k 13k 38.50
Nextera Energy (NEE) 0.2 $500k 7.1k 70.81
W.W. Grainger (GWW) 0.2 $496k 550.00 902.24
Norfolk Southern (NSC) 0.2 $459k 2.1k 214.69
Exxon Mobil Corporation (XOM) 0.2 $456k 4.0k 115.13
Target Corporation (TGT) 0.2 $451k 3.0k 148.02
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $442k 7.6k 57.99
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $437k 3.7k 118.60
Illinois Tool Works (ITW) 0.1 $436k 1.8k 236.96
L3harris Technologies (LHX) 0.1 $433k 1.9k 224.58
General Dynamics Corporation (GD) 0.1 $421k 1.5k 290.14
TJX Companies (TJX) 0.1 $418k 3.8k 110.10
Abbott Laboratories (ABT) 0.1 $417k 4.0k 103.91
FactSet Research Systems (FDS) 0.1 $416k 1.0k 408.27
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $405k 11k 38.42
Alphabet Cap Stk Cl A (GOOGL) 0.1 $402k 2.2k 182.13
Air Products & Chemicals (APD) 0.1 $395k 1.5k 258.05
BlackRock 0.1 $360k 457.00 787.32
Consolidated Edison (ED) 0.1 $359k 4.0k 89.42
SYSCO Corporation (SYY) 0.1 $347k 4.9k 71.39
Ge Aerospace Com New (GE) 0.1 $332k 2.1k 158.97
Phillips 66 (PSX) 0.1 $330k 2.3k 141.17
NVIDIA Corporation (NVDA) 0.1 $323k 2.6k 123.53
ConocoPhillips (COP) 0.1 $317k 2.8k 114.38
Novartis Sponsored Adr (NVS) 0.1 $316k 3.0k 106.46
Colgate-Palmolive Company (CL) 0.1 $311k 3.2k 97.04
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $292k 875.00 333.45
Duke Energy Corp Com New (DUK) 0.1 $290k 2.9k 100.24
Becton, Dickinson and (BDX) 0.1 $288k 1.2k 233.71
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $283k 4.7k 60.30
Philip Morris International (PM) 0.1 $279k 2.8k 101.33
Select Sector Spdr Tr Technology (XLK) 0.1 $276k 1.2k 226.23
Waste Management (WM) 0.1 $272k 1.3k 213.34
Cisco Systems (CSCO) 0.1 $270k 5.7k 47.51
Medtronic SHS (MDT) 0.1 $266k 3.4k 78.71
Visa Com Cl A (V) 0.1 $259k 985.00 262.47
Morgan Stanley Com New (MS) 0.1 $256k 2.6k 97.19
Meta Platforms Cl A (META) 0.1 $252k 499.00 504.22
Caterpillar (CAT) 0.1 $249k 747.00 333.10
Raytheon Technologies Corp (RTX) 0.1 $243k 2.4k 100.39
Verizon Communications (VZ) 0.1 $241k 5.8k 41.24
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $241k 962.00 250.13
Costco Wholesale Corporation (COST) 0.1 $241k 283.00 849.99
Wells Fargo & Company (WFC) 0.1 $239k 4.0k 59.39
Clorox Company (CLX) 0.1 $235k 1.7k 136.47
Old National Ban (ONB) 0.1 $232k 14k 17.19
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $226k 1.2k 182.40
BP Sponsored Adr (BP) 0.1 $226k 6.3k 36.10
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $226k 5.8k 39.05
Pfizer (PFE) 0.1 $225k 8.0k 27.98
Eversource Energy (ES) 0.1 $222k 3.9k 56.71
Wec Energy Group (WEC) 0.1 $219k 2.8k 78.46
Walt Disney Company (DIS) 0.1 $217k 2.2k 99.30
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 0.1 $214k 3.5k 61.32
Sherwin-Williams Company (SHW) 0.1 $201k 673.00 298.43
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $200k 2.2k 89.72