Hurlow Wealth Management Group

Hurlow Wealth Management Group as of Dec. 31, 2024

Portfolio Holdings for Hurlow Wealth Management Group

Hurlow Wealth Management Group holds 121 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Large-cap Etf Etf (VV) 11.7 $38M 139k 269.70
Dimensional U.s. Equity Market Etf Etf (DFUS) 9.6 $31M 480k 63.75
Vanguard Ftse Developed Markets Etf Etf (VEA) 6.4 $21M 429k 47.82
Vanguard Small-cap Etf Etf (VB) 6.1 $19M 81k 240.28
Dimensional U.s. Small Cap Etf Etf (DFAS) 5.8 $19M 287k 65.08
Vanguard Real Estate Etf Etf (VNQ) 4.2 $14M 152k 89.08
Vanguard Growth Etf Etf (VUG) 4.2 $14M 33k 410.44
Microsoft Corp Stock (MSFT) 3.2 $10M 24k 421.50
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 2.9 $9.3M 116k 80.27
Vanguard Ftse Emerging Markets Etf Etf (VWO) 2.8 $9.0M 204k 44.04
Vanguard Emerging Markets Government Bond Etf Etf (VWOB) 2.5 $8.2M 129k 63.15
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 2.3 $7.5M 302k 24.86
Dimensional International Core Equity 2 Etf Etf (DFIC) 2.3 $7.2M 279k 25.84
Vanguard Tax-exempt Bond Etf Etf (VTEB) 2.2 $7.1M 142k 50.13
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 2.2 $6.9M 89k 78.01
Vanguard Dividend Appreciation Etf Etf (VIG) 2.1 $6.7M 34k 195.83
Dimensional International Core Equity Market Etf Etf (DFAI) 2.1 $6.7M 230k 29.20
Vanguard Total Stock Market Etf Etf (VTI) 1.8 $5.6M 19k 289.81
Apple Stock (AAPL) 1.5 $4.8M 19k 250.42
Eli Lilly & Co Stock (LLY) 1.5 $4.7M 6.1k 772.00
Vanguard Intermediate-term Bond Etf Etf (BIV) 1.3 $4.3M 57k 74.73
Spdr Portfolio High Yield Bond Etf Etf (SPHY) 1.1 $3.6M 152k 23.47
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.1 $3.5M 7.7k 453.30
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 1.1 $3.5M 72k 48.42
Vanguard Value Etf Etf (VTV) 0.9 $2.8M 16k 169.30
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.6 $2.0M 3.00 680920.00
Walmart Stock (WMT) 0.6 $1.9M 21k 90.35
Schwab U.s. Large-cap Etf Etf (SCHX) 0.6 $1.8M 78k 23.18
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 0.6 $1.8M 69k 26.19
Vanguard Mid-cap Etf Etf (VO) 0.6 $1.8M 6.7k 264.13
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM) 0.5 $1.7M 36k 47.39
Schwab U.s. Small-cap Etf Etf (SCHA) 0.5 $1.6M 62k 25.86
Cincinnati Finl Corp Stock (CINF) 0.5 $1.5M 10k 143.70
Johnson & Johnson Stock (JNJ) 0.4 $1.4M 9.9k 144.62
Procter And Gamble Stock (PG) 0.4 $1.4M 8.3k 167.65
Jpmorgan Chase & Co Stock (JPM) 0.4 $1.3M 5.5k 239.71
Ishares National Muni Bond Etf Etf (MUB) 0.4 $1.3M 12k 106.55
Invesco Qqq Trust Series I Etf (QQQ) 0.3 $1.0M 2.0k 511.29
Abbvie Stock (ABBV) 0.3 $983k 5.5k 177.71
Lowes Cos Stock (LOW) 0.3 $936k 3.8k 246.80
Home Depot Stock (HD) 0.3 $831k 2.1k 388.99
Mcdonalds Corp Stock (MCD) 0.3 $823k 2.8k 289.89
Amazon Stock (AMZN) 0.2 $797k 3.6k 219.40
Automatic Data Processing Stock (ADP) 0.2 $697k 2.4k 292.73
Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $696k 1.2k 586.32
Oracle Corp Stock (ORCL) 0.2 $691k 4.1k 166.64
Emerson Elec Stock (EMR) 0.2 $659k 5.3k 123.93
Ishares Russell 1000 Etf Etf (IWB) 0.2 $647k 2.0k 322.16
Johnson Ctls Intl Stock (JCI) 0.2 $641k 8.1k 78.93
Vanguard S&p 500 Etf Etf (VOO) 0.2 $629k 1.2k 538.91
Paychex Stock (PAYX) 0.2 $625k 4.5k 140.22
Aflac Stock (AFL) 0.2 $616k 6.0k 103.44
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $597k 3.1k 190.44
Grainger W W Stock (GWW) 0.2 $580k 550.00 1054.05
Linde Stock (LIN) 0.2 $577k 1.4k 418.67
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.2 $568k 14k 42.05
Meta Platforms Inc Cl A Stock (META) 0.2 $550k 940.00 585.51
Ishares Select Dividend Etf Etf (DVY) 0.2 $547k 4.2k 131.29
Analog Devices Stock (ADI) 0.2 $544k 2.6k 212.46
Stryker Corporation Stock (SYK) 0.2 $542k 1.5k 360.05
Pepsico Stock (PEP) 0.2 $536k 3.5k 152.06
Nextera Energy Stock (NEE) 0.2 $506k 7.1k 71.69
Norfolk Southn Corp Stock (NSC) 0.1 $476k 2.0k 234.70
Elevance Health Stock (ELV) 0.1 $475k 1.3k 368.90
Factset Resh Sys Stock (FDS) 0.1 $475k 988.00 480.28
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $469k 3.7k 127.59
Tjx Cos Stock (TJX) 0.1 $459k 3.8k 120.81
Merck & Co Stock (MRK) 0.1 $456k 4.6k 99.49
Illinois Tool Wks Stock (ITW) 0.1 $450k 1.8k 253.61
Blackrock Stock (BLK) 0.1 $439k 428.00 1025.11
Air Prods & Chems Stock (APD) 0.1 $434k 1.5k 290.04
Exxon Mobil Corp Stock (XOM) 0.1 $426k 4.0k 107.58
Abbott Labs Stock (ABT) 0.1 $421k 3.7k 113.11
L3harris Technologies Stock (LHX) 0.1 $406k 1.9k 210.28
Schwab International Equity Etf Etf (SCHF) 0.1 $392k 21k 18.50
Vanguard Short-term Treasury Etf Etf (VGSH) 0.1 $391k 6.7k 58.18
General Dynamics Corp Stock (GD) 0.1 $382k 1.5k 263.49
Nvidia Corporation Stock (NVDA) 0.1 $382k 2.8k 134.28
Sysco Corp Stock (SYY) 0.1 $372k 4.9k 76.46
Target Corp Stock (TGT) 0.1 $361k 2.7k 135.16
Consolidated Edison Stock (ED) 0.1 $358k 4.0k 89.23
Ge Aerospace Stock (GE) 0.1 $349k 2.1k 166.79
Cisco Sys Stock (CSCO) 0.1 $344k 5.8k 59.20
Philip Morris Intl Stock (PM) 0.1 $340k 2.8k 120.35
Morgan Stanley Stock (MS) 0.1 $326k 2.6k 125.72
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.1 $320k 875.00 366.06
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.1 $317k 1.7k 189.27
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $311k 1.3k 232.52
Vanguard Small-cap Growth Etf Etf (VBK) 0.1 $304k 1.1k 280.06
Visa Inc Com Cl A Stock (V) 0.1 $303k 958.00 316.04
Old Natl Bancorp Ind Stock (ONB) 0.1 $293k 14k 21.70
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.1 $291k 1.3k 224.35
Colgate Palmolive Stock (CL) 0.1 $290k 3.2k 90.91
Novartis Adr (NVS) 0.1 $289k 3.0k 97.31
Rtx Corporation Stock (RTX) 0.1 $280k 2.4k 115.72
Clorox Co Del Stock (CLX) 0.1 $276k 1.7k 162.41
Conocophillips Stock (COP) 0.1 $275k 2.8k 99.17
Tesla Stock (TSLA) 0.1 $273k 676.00 403.84
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $271k 4.6k 58.93
Caterpillar Stock (CAT) 0.1 $271k 747.00 362.76
Medtronic Stock (MDT) 0.1 $265k 3.3k 79.88
Phillips 66 Stock (PSX) 0.1 $265k 2.3k 113.93
Wec Energy Group Stock (WEC) 0.1 $262k 2.8k 94.04
Costco Whsl Corp Stock (COST) 0.1 $259k 283.00 916.27
Waste Mgmt Inc Del Stock (WM) 0.1 $257k 1.3k 201.79
Becton Dickinson & Co Stock (BDX) 0.1 $248k 1.1k 226.87
Duke Energy Corp Stock (DUK) 0.1 $246k 2.3k 107.75
Wells Fargo Stock (WFC) 0.1 $241k 3.4k 70.24
Verizon Communications Stock (VZ) 0.1 $234k 5.8k 39.99
Sherwin Williams Stock (SHW) 0.1 $229k 673.00 339.93
Fidelity Quality Factor Etf Etf (FQAL) 0.1 $228k 3.5k 65.43
Vanguard Total World Stock Etf Etf (VT) 0.1 $224k 1.9k 117.46
Disney Walt Stock (DIS) 0.1 $223k 2.0k 111.36
Eversource Energy Stock (ES) 0.1 $221k 3.8k 57.43
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.1 $220k 3.8k 57.41
Avantis U.s. Small Cap Value Etf Etf (AVUV) 0.1 $216k 2.2k 96.53
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.1 $214k 5.8k 37.12
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $207k 352.00 588.68
Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $207k 587.00 351.79
Pfizer Stock (PFE) 0.1 $202k 7.6k 26.53
Tuhura Biosciences Stock (HURA) 0.1 $170k 41k 4.09