Hurlow Wealth Management Group

Hurlow Wealth Management Group as of Sept. 30, 2024

Portfolio Holdings for Hurlow Wealth Management Group

Hurlow Wealth Management Group holds 118 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 11.5 $37M 140k 263.29
Dimensional Etf Trust Us Equity Market (DFUS) 9.1 $29M 469k 62.20
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.6 $21M 400k 52.81
Vanguard Index Fds Small Cp Etf (VB) 6.0 $19M 81k 237.21
Dimensional Etf Trust Us Small Cap Etf (DFAS) 5.5 $18M 272k 64.86
Vanguard Index Fds Real Estate Etf (VNQ) 4.5 $15M 149k 97.42
Vanguard Index Fds Growth Etf (VUG) 4.1 $13M 34k 383.93
Microsoft Corporation (MSFT) 3.6 $11M 27k 430.29
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.0 $9.7M 203k 47.85
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.9 $9.2M 110k 83.75
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 2.6 $8.4M 127k 66.37
Dimensional Etf Trust World Ex Us Core (DFAX) 2.4 $7.8M 287k 27.01
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.3 $7.5M 235k 31.78
Vanguard Specialized Funds Div App Etf (VIG) 2.2 $7.1M 36k 198.06
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.1 $6.9M 135k 51.12
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.1 $6.6M 83k 79.42
Dimensional Etf Trust Intl Core Equity (DFIC) 1.9 $6.0M 215k 28.14
Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $5.8M 20k 283.16
Eli Lilly & Co. (LLY) 1.7 $5.5M 6.2k 885.94
Apple (AAPL) 1.4 $4.5M 19k 233.00
Vanguard Bd Index Fds Intermed Term (BIV) 1.3 $4.3M 55k 78.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $3.6M 7.7k 460.28
Spdr Ser Tr Portfli High Yld (SPHY) 1.1 $3.5M 146k 24.05
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.0 $3.2M 66k 49.31
Vanguard Index Fds Value Etf (VTV) 0.9 $3.0M 17k 174.57
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $2.1M 3.00 691180.00
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $1.8M 27k 67.85
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $1.8M 6.7k 263.83
Johnson & Johnson (JNJ) 0.5 $1.7M 11k 162.06
Wal-Mart Stores (WMT) 0.5 $1.7M 21k 80.75
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $1.6M 31k 51.50
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.5 $1.6M 56k 28.15
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.5 $1.5M 32k 48.14
Procter & Gamble Company (PG) 0.4 $1.4M 8.3k 173.20
Cincinnati Financial Corporation (CINF) 0.4 $1.4M 10k 136.12
Ishares Tr National Mun Etf (MUB) 0.4 $1.3M 12k 108.63
JPMorgan Chase & Co. (JPM) 0.4 $1.2M 5.5k 210.86
Abbvie (ABBV) 0.3 $1.1M 5.5k 197.50
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.1M 2.2k 488.11
Lowe's Companies (LOW) 0.3 $1.0M 3.8k 270.85
Home Depot (HD) 0.3 $855k 2.1k 405.20
McDonald's Corporation (MCD) 0.3 $834k 2.7k 304.51
Amazon (AMZN) 0.2 $709k 3.8k 186.34
Oracle Corporation (ORCL) 0.2 $695k 4.1k 170.40
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $682k 1.2k 573.96
AFLAC Incorporated (AFL) 0.2 $668k 6.0k 111.80
Meta Platforms Cl A (META) 0.2 $668k 1.2k 572.44
Anthem (ELV) 0.2 $661k 1.3k 520.00
Automatic Data Processing (ADP) 0.2 $659k 2.4k 276.73
Linde SHS (LIN) 0.2 $657k 1.4k 476.86
Ishares Tr Rus 1000 Etf (IWB) 0.2 $631k 2.0k 314.39
Johnson Ctls Intl SHS (JCI) 0.2 $630k 8.1k 77.61
Emerson Electric (EMR) 0.2 $625k 5.7k 109.37
Pepsi (PEP) 0.2 $606k 3.6k 170.05
Paychex (PAYX) 0.2 $598k 4.5k 134.19
Nextera Energy (NEE) 0.2 $596k 7.1k 84.53
Analog Devices (ADI) 0.2 $595k 2.6k 230.17
W.W. Grainger (GWW) 0.2 $571k 550.00 1038.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $566k 1.1k 527.91
Ishares Tr Esg Aware Msci (ESML) 0.2 $565k 14k 41.82
Ishares Tr Select Divid Etf (DVY) 0.2 $563k 4.2k 135.07
Alphabet Cap Stk Cl C (GOOG) 0.2 $562k 3.4k 167.19
Stryker Corporation (SYK) 0.2 $548k 1.5k 361.26
Merck & Co (MRK) 0.2 $528k 4.6k 113.57
Norfolk Southern (NSC) 0.2 $510k 2.1k 248.50
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $478k 3.7k 128.20
FactSet Research Systems (FDS) 0.1 $469k 1.0k 459.85
Illinois Tool Works (ITW) 0.1 $465k 1.8k 262.02
Exxon Mobil Corporation (XOM) 0.1 $464k 4.0k 117.23
L3harris Technologies (LHX) 0.1 $459k 1.9k 237.87
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $453k 7.7k 59.02
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $452k 11k 41.12
TJX Companies (TJX) 0.1 $446k 3.8k 117.54
Air Products & Chemicals (APD) 0.1 $441k 1.5k 297.74
General Dynamics Corporation (GD) 0.1 $438k 1.5k 302.20
Target Corporation (TGT) 0.1 $429k 2.8k 155.84
Abbott Laboratories (ABT) 0.1 $424k 3.7k 114.01
Consolidated Edison (ED) 0.1 $418k 4.0k 104.13
Ge Aerospace Com New (GE) 0.1 $394k 2.1k 188.58
SYSCO Corporation (SYY) 0.1 $380k 4.9k 78.06
Alphabet Cap Stk Cl A (GOOGL) 0.1 $357k 2.2k 165.83
NVIDIA Corporation (NVDA) 0.1 $346k 2.8k 121.43
Philip Morris International (PM) 0.1 $343k 2.8k 121.40
Novartis Sponsored Adr (NVS) 0.1 $342k 3.0k 115.02
Duke Energy Corp Com New (DUK) 0.1 $336k 2.9k 115.31
Colgate-Palmolive Company (CL) 0.1 $333k 3.2k 103.81
Medtronic SHS (MDT) 0.1 $305k 3.4k 90.03
Cisco Systems (CSCO) 0.1 $303k 5.7k 53.22
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $302k 875.00 345.29
Select Sector Spdr Tr Technology (XLK) 0.1 $302k 1.3k 225.76
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $298k 4.6k 64.74
Phillips 66 (PSX) 0.1 $296k 2.3k 131.45
Raytheon Technologies Corp (RTX) 0.1 $293k 2.4k 121.16
ConocoPhillips (COP) 0.1 $292k 2.8k 105.28
Caterpillar (CAT) 0.1 $292k 747.00 391.12
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $290k 1.1k 267.37
Clorox Company (CLX) 0.1 $281k 1.7k 162.91
Morgan Stanley Com New (MS) 0.1 $274k 2.6k 104.24
Visa Com Cl A (V) 0.1 $273k 992.00 274.95
Wec Energy Group (WEC) 0.1 $268k 2.8k 96.18
Becton, Dickinson and (BDX) 0.1 $268k 1.1k 241.10
Eversource Energy (ES) 0.1 $267k 3.9k 68.05
Waste Management (WM) 0.1 $264k 1.3k 207.60
Verizon Communications (VZ) 0.1 $263k 5.9k 44.91
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $260k 1.3k 200.37
Sherwin-Williams Company (SHW) 0.1 $257k 673.00 381.67
Old National Ban (ONB) 0.1 $252k 14k 18.66
Costco Wholesale Corporation (COST) 0.1 $251k 283.00 886.52
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $240k 3.8k 63.00
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $240k 5.8k 41.49
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 0.1 $226k 3.5k 64.90
General Mills (GIS) 0.1 $224k 3.0k 73.85
Pfizer (PFE) 0.1 $221k 7.6k 28.94
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $219k 1.8k 119.67
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $214k 2.2k 95.95
Accenture Plc Ireland Shs Class A (ACN) 0.1 $207k 586.00 353.48
Ishares Tr Core S&p500 Etf (IVV) 0.1 $203k 352.00 576.82
Brown Forman Corp Cl A (BF.A) 0.1 $201k 4.2k 48.08