Hurlow Wealth Management Group

Hurlow Wealth Management Group as of March 31, 2025

Portfolio Holdings for Hurlow Wealth Management Group

Hurlow Wealth Management Group holds 120 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Large-cap Etf Etf (VV) 11.5 $37M 143k 257.03
Dimensional U.s. Equity Market Etf Etf (DFUS) 9.0 $29M 477k 60.48
Vanguard Ftse Developed Markets Etf Etf (VEA) 6.8 $22M 431k 50.83
Vanguard Small-cap Etf Etf (VB) 5.8 $19M 83k 221.75
Dimensional U.s. Small Cap Etf Etf (DFAS) 5.7 $18M 304k 59.75
Vanguard Real Estate Etf Etf (VNQ) 4.5 $15M 160k 90.54
Vanguard Growth Etf Etf (VUG) 3.8 $12M 33k 370.82
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 3.0 $9.7M 118k 81.76
Vanguard Ftse Emerging Markets Etf Etf (VWO) 2.9 $9.2M 204k 45.26
Microsoft Corp Stock (MSFT) 2.8 $9.0M 24k 375.39
Vanguard Emerging Markets Government Bond Etf Etf (VWOB) 2.7 $8.6M 133k 64.20
Dimensional International Core Equity 2 Etf Etf (DFIC) 2.7 $8.5M 308k 27.77
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 2.5 $8.1M 311k 26.20
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 2.3 $7.4M 94k 78.94
Dimensional International Core Equity Market Etf Etf (DFAI) 2.2 $7.1M 226k 31.23
Vanguard Tax-exempt Bond Etf Etf (VTEB) 2.1 $6.7M 135k 49.62
Vanguard Dividend Appreciation Etf Etf (VIG) 2.0 $6.3M 32k 193.99
Vanguard Total Stock Market Etf Etf (VTI) 1.7 $5.3M 19k 274.84
Eli Lilly & Co Stock (LLY) 1.6 $5.1M 6.1k 825.91
Vanguard Intermediate-term Bond Etf Etf (BIV) 1.5 $4.7M 61k 76.57
Apple Stock (AAPL) 1.3 $4.2M 19k 222.13
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.3 $4.1M 7.6k 532.60
Spdr Portfolio High Yield Bond Etf Etf (SPHY) 1.2 $3.8M 163k 23.42
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 1.1 $3.6M 73k 49.90
Vanguard Value Etf Etf (VTV) 0.8 $2.7M 16k 172.74
Schwab U.s. Large-cap Etf Etf (SCHX) 0.7 $2.2M 100k 22.08
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 0.7 $2.1M 80k 26.46
Walmart Stock (WMT) 0.6 $2.0M 22k 87.79
Johnson & Johnson Stock (JNJ) 0.5 $1.6M 9.9k 165.84
Schwab U.s. Small-cap Etf Etf (SCHA) 0.5 $1.6M 69k 23.43
Vanguard Mid-cap Etf Etf (VO) 0.5 $1.6M 6.2k 258.62
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.5 $1.6M 2.00 798441.50
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM) 0.5 $1.6M 33k 47.60
Cincinnati Finl Corp Stock (CINF) 0.5 $1.5M 11k 147.72
Jpmorgan Chase & Co Stock (JPM) 0.5 $1.5M 6.1k 245.30
Procter And Gamble Stock (PG) 0.4 $1.4M 8.3k 170.42
Ishares National Muni Bond Etf Etf (MUB) 0.4 $1.2M 12k 105.44
Abbvie Stock (ABBV) 0.4 $1.2M 5.5k 209.54
Lowes Cos Stock (LOW) 0.3 $884k 3.8k 233.23
Spdr S&p 500 Etf Trust Etf (SPY) 0.3 $860k 1.5k 559.23
Mcdonalds Corp Stock (MCD) 0.3 $855k 2.7k 312.37
Home Depot Stock (HD) 0.2 $783k 2.1k 366.49
Automatic Data Processing Stock (ADP) 0.2 $710k 2.3k 305.53
Paychex Stock (PAYX) 0.2 $688k 4.5k 154.28
Aflac Stock (AFL) 0.2 $662k 6.0k 111.19
Johnson Ctls Intl Stock (JCI) 0.2 $651k 8.1k 80.11
Linde Stock (LIN) 0.2 $642k 1.4k 465.64
Amazon Stock (AMZN) 0.2 $634k 3.3k 190.27
Ishares Russell 1000 Etf Etf (IWB) 0.2 $616k 2.0k 306.74
Emerson Elec Stock (EMR) 0.2 $583k 5.3k 109.64
Oracle Corp Stock (ORCL) 0.2 $580k 4.1k 139.81
Invesco Qqq Trust Series I Etf (QQQ) 0.2 $576k 1.2k 469.00
Meta Platforms Inc Cl A Stock (META) 0.2 $574k 995.00 576.36
Elevance Health Stock (ELV) 0.2 $560k 1.3k 434.96
Ishares Select Dividend Etf Etf (DVY) 0.2 $548k 4.1k 134.29
Stryker Corporation Stock (SYK) 0.2 $545k 1.5k 372.25
Grainger W W Stock (GWW) 0.2 $543k 550.00 987.83
Pepsico Stock (PEP) 0.2 $528k 3.5k 149.94
Philip Morris Intl Stock (PM) 0.2 $519k 3.3k 158.73
Analog Devices Stock (ADI) 0.2 $517k 2.6k 201.67
Nextera Energy Stock (NEE) 0.2 $500k 7.1k 70.89
Abbott Labs Stock (ABT) 0.2 $494k 3.7k 132.65
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $490k 3.1k 156.23
Norfolk Southn Corp Stock (NSC) 0.2 $480k 2.0k 236.85
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $474k 3.7k 128.96
Exxon Mobil Corp Stock (XOM) 0.1 $470k 3.9k 118.94
Tjx Cos Stock (TJX) 0.1 $462k 3.8k 121.80
Merck & Co Stock (MRK) 0.1 $452k 5.0k 89.76
Factset Resh Sys Stock (FDS) 0.1 $449k 988.00 454.64
Chevron Corp Stock (CVX) 0.1 $449k 2.7k 167.29
Consolidated Edison Stock (ED) 0.1 $444k 4.0k 110.59
Air Prods & Chems Stock (APD) 0.1 $442k 1.5k 294.92
Ge Aerospace Stock (GE) 0.1 $442k 2.2k 200.15
Illinois Tool Wks Stock (ITW) 0.1 $440k 1.8k 248.02
Schwab International Equity Etf Etf (SCHF) 0.1 $412k 21k 19.78
Blackrock Stock (BLK) 0.1 $405k 428.00 946.48
L3harris Technologies Stock (LHX) 0.1 $404k 1.9k 209.31
Cisco Sys Stock (CSCO) 0.1 $395k 6.4k 61.71
General Dynamics Corp Stock (GD) 0.1 $395k 1.5k 272.58
Vanguard S&p 500 Etf Etf (VOO) 0.1 $390k 758.00 514.08
Sysco Corp Stock (SYY) 0.1 $365k 4.9k 75.04
Vanguard Short-term Treasury Etf Etf (VGSH) 0.1 $351k 6.0k 58.69
Visa Inc Com Cl A Stock (V) 0.1 $336k 958.00 350.46
Novartis Adr (NVS) 0.1 $331k 3.0k 111.48
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.1 $321k 8.4k 38.41
Rtx Corporation Stock (RTX) 0.1 $320k 2.4k 132.46
Nvidia Corporation Stock (NVDA) 0.1 $312k 2.9k 108.37
Wec Energy Group Stock (WEC) 0.1 $304k 2.8k 108.98
Morgan Stanley Stock (MS) 0.1 $303k 2.6k 116.67
Medtronic Stock (MDT) 0.1 $299k 3.3k 89.86
Colgate Palmolive Stock (CL) 0.1 $298k 3.2k 93.70
Waste Mgmt Inc Del Stock (WM) 0.1 $295k 1.3k 231.51
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.1 $293k 875.00 334.48
Conocophillips Stock (COP) 0.1 $292k 2.8k 105.02
Phillips 66 Stock (PSX) 0.1 $287k 2.3k 123.48
Old Natl Bancorp Ind Stock (ONB) 0.1 $286k 14k 21.19
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $286k 4.6k 62.10
Duke Energy Corp Stock (DUK) 0.1 $279k 2.3k 121.98
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $276k 1.3k 206.48
Vanguard Total World Stock Etf Etf (VT) 0.1 $274k 2.4k 115.94
Vanguard Small-cap Growth Etf Etf (VBK) 0.1 $273k 1.1k 251.77
Target Corp Stock (TGT) 0.1 $268k 2.6k 104.35
Costco Whsl Corp Stock (COST) 0.1 $268k 283.00 945.78
Verizon Communications Stock (VZ) 0.1 $264k 5.8k 45.36
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.1 $256k 1.3k 197.46
Becton Dickinson & Co Stock (BDX) 0.1 $250k 1.1k 229.06
Clorox Co Del Stock (CLX) 0.1 $250k 1.7k 147.25
Caterpillar Stock (CAT) 0.1 $246k 747.00 329.80
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.1 $242k 1.6k 154.62
Eversource Energy Stock (ES) 0.1 $239k 3.8k 62.11
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.1 $238k 566.00 419.88
International Business Machs Stock (IBM) 0.1 $237k 954.00 248.66
Wells Fargo Stock (WFC) 0.1 $236k 3.3k 71.79
Sherwin Williams Stock (SHW) 0.1 $235k 673.00 349.19
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.1 $232k 3.8k 60.66
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.1 $229k 5.8k 39.69
Fidelity Quality Factor Etf Etf (FQAL) 0.1 $224k 3.5k 64.16
BP Adr (BP) 0.1 $212k 6.3k 33.79
3M Stock (MMM) 0.1 $210k 1.4k 146.81
Tuhura Biosciences Stock (HURA) 0.0 $102k 31k 3.23