Hurlow Wealth Management Group

Hurlow Wealth Management Group as of June 30, 2025

Portfolio Holdings for Hurlow Wealth Management Group

Hurlow Wealth Management Group holds 127 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Large-cap Etf Etf (VV) 12.0 $43M 149k 285.30
Dimensional U.s. Equity Market Etf Etf (DFUS) 9.6 $34M 509k 67.02
Vanguard Ftse Developed Markets Etf Etf (VEA) 6.9 $25M 429k 57.01
Dimensional U.s. Small Cap Etf Etf (DFAS) 6.0 $21M 335k 63.71
Vanguard Small-cap Etf Etf (VB) 5.6 $20M 84k 236.98
Vanguard Growth Etf Etf (VUG) 3.7 $13M 30k 438.40
Vanguard Real Estate Etf Etf (VNQ) 3.4 $12M 134k 89.06
Microsoft Corp Stock (MSFT) 3.4 $12M 24k 497.41
Dimensional International Core Equity 2 Etf Etf (DFIC) 3.2 $11M 359k 31.09
Vanguard Ftse Emerging Markets Etf Etf (VWO) 2.9 $10M 211k 49.46
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 2.8 $9.9M 120k 82.92
Vanguard Emerging Markets Government Bond Etf Etf (VWOB) 2.7 $9.4M 144k 65.35
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 2.6 $9.1M 309k 29.37
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 2.2 $7.8M 98k 79.50
Dimensional International Core Equity Market Etf Etf (DFAI) 2.2 $7.7M 222k 34.57
Vanguard Tax-exempt Bond Etf Etf (VTEB) 2.0 $7.2M 148k 49.03
Vanguard Dividend Appreciation Etf Etf (VIG) 1.8 $6.3M 31k 204.67
Vanguard Intermediate-term Bond Etf Etf (BIV) 1.7 $5.9M 76k 77.34
Vanguard Total Stock Market Etf Etf (VTI) 1.6 $5.7M 19k 303.93
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 1.2 $4.4M 148k 29.68
Eli Lilly & Co Stock (LLY) 1.2 $4.4M 5.6k 779.53
Spdr Portfolio High Yield Bond Etf Etf (SPHY) 1.2 $4.2M 177k 23.80
Apple Stock (AAPL) 1.1 $3.9M 19k 205.17
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 1.1 $3.8M 76k 50.27
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.0 $3.7M 7.6k 485.79
Schwab U.s. Large-cap Etf Etf (SCHX) 0.9 $3.3M 135k 24.44
Vanguard Value Etf Etf (VTV) 0.7 $2.6M 15k 176.74
Walmart Stock (WMT) 0.6 $2.2M 22k 97.78
Vanguard Mid-cap Etf Etf (VO) 0.5 $1.7M 6.1k 279.83
Jpmorgan Chase & Co Stock (JPM) 0.5 $1.7M 5.8k 289.91
Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM) 0.4 $1.6M 33k 47.83
Cincinnati Finl Corp Stock (CINF) 0.4 $1.5M 10k 148.92
Johnson & Johnson Stock (JNJ) 0.4 $1.5M 9.9k 152.75
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.4 $1.5M 2.00 728800.00
Procter And Gamble Stock (PG) 0.4 $1.3M 8.3k 159.32
Ishares National Muni Bond Etf Etf (MUB) 0.3 $1.2M 12k 104.48
Abbvie Stock (ABBV) 0.3 $1.0M 5.5k 185.63
Amazon Stock (AMZN) 0.3 $1.0M 4.6k 219.40
Schwab U.s. Small-cap Etf Etf (SCHA) 0.3 $998k 39k 25.30
Spdr S&p 500 Etf Trust Etf (SPY) 0.3 $949k 1.5k 617.70
Meta Platforms Inc Cl A Stock (META) 0.3 $945k 1.3k 738.09
Oracle Corp Stock (ORCL) 0.3 $929k 4.3k 218.63
Johnson Ctls Intl Stock (JCI) 0.2 $858k 8.1k 105.62
Mcdonalds Corp Stock (MCD) 0.2 $800k 2.7k 292.17
Home Depot Stock (HD) 0.2 $784k 2.1k 366.64
Lowes Cos Stock (LOW) 0.2 $769k 3.5k 221.87
Emerson Elec Stock (EMR) 0.2 $709k 5.3k 133.33
Ishares Russell 1000 Etf Etf (IWB) 0.2 $682k 2.0k 339.57
Nvidia Corporation Stock (NVDA) 0.2 $674k 4.3k 157.98
Paychex Stock (PAYX) 0.2 $649k 4.5k 145.46
Linde Stock (LIN) 0.2 $647k 1.4k 469.18
Automatic Data Processing Stock (ADP) 0.2 $643k 2.1k 308.40
Aflac Stock (AFL) 0.2 $628k 6.0k 105.46
Analog Devices Stock (ADI) 0.2 $607k 2.6k 238.02
Philip Morris Intl Stock (PM) 0.2 $596k 3.3k 182.13
Ge Aerospace Stock (GE) 0.2 $568k 2.2k 257.39
Invesco Qqq Trust Series I Etf (QQQ) 0.2 $558k 1.0k 551.77
Grainger W W Stock (GWW) 0.2 $556k 534.00 1040.24
Ishares Select Dividend Etf Etf (DVY) 0.2 $542k 4.1k 132.81
Norfolk Southn Corp Stock (NSC) 0.1 $519k 2.0k 255.97
Abbott Labs Stock (ABT) 0.1 $507k 3.7k 136.01
Elevance Health Stock (ELV) 0.1 $501k 1.3k 388.96
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $490k 3.7k 133.31
Nextera Energy Stock (NEE) 0.1 $490k 7.1k 69.42
Dimensional Us Real Estate Etf Etf (DFAR) 0.1 $480k 21k 23.46
Vanguard S&p 500 Etf Etf (VOO) 0.1 $468k 823.00 568.20
Pepsico Stock (PEP) 0.1 $465k 3.5k 132.04
L3harris Technologies Stock (LHX) 0.1 $459k 1.8k 250.84
Stryker Corporation Stock (SYK) 0.1 $446k 1.1k 395.63
Cisco Sys Stock (CSCO) 0.1 $444k 6.4k 69.38
Tjx Cos Stock (TJX) 0.1 $444k 3.6k 123.49
Factset Resh Sys Stock (FDS) 0.1 $442k 988.00 447.28
Illinois Tool Wks Stock (ITW) 0.1 $439k 1.8k 247.23
Exxon Mobil Corp Stock (XOM) 0.1 $425k 3.9k 107.81
General Dynamics Corp Stock (GD) 0.1 $423k 1.4k 291.66
Air Prods & Chems Stock (APD) 0.1 $422k 1.5k 282.06
Blackrock Stock (BLK) 0.1 $419k 399.00 1049.25
Consolidated Edison Stock (ED) 0.1 $402k 4.0k 100.35
Chevron Corp Stock (CVX) 0.1 $383k 2.7k 143.19
Sysco Corp Stock (SYY) 0.1 $369k 4.9k 75.74
Morgan Stanley Stock (MS) 0.1 $365k 2.6k 140.86
Novartis Adr (NVS) 0.1 $359k 3.0k 121.01
Schwab International Equity Etf Etf (SCHF) 0.1 $358k 16k 22.10
Rtx Corporation Stock (RTX) 0.1 $353k 2.4k 146.02
Vanguard Short-term Treasury Etf Etf (VGSH) 0.1 $351k 6.0k 58.78
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.1 $347k 875.00 396.54
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.1 $346k 8.4k 41.33
Visa Inc Com Cl A Stock (V) 0.1 $341k 959.00 355.05
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $339k 1.3k 253.23
Dimensional California Municipal Bond Etf Etf (DFCA) 0.1 $323k 6.6k 49.28
Vanguard Total World Stock Etf Etf (VT) 0.1 $311k 2.4k 128.52
Merck & Co Stock (MRK) 0.1 $303k 3.8k 79.17
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $302k 4.4k 69.09
Vanguard Small-cap Growth Etf Etf (VBK) 0.1 $297k 1.1k 276.94
Vanguard California Tax-exempt Bond Etf Etf (VTEC) 0.1 $294k 3.0k 97.61
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $292k 1.6k 177.39
Wec Energy Group Stock (WEC) 0.1 $291k 2.8k 104.20
Caterpillar Stock (CAT) 0.1 $290k 747.00 388.21
Colgate Palmolive Stock (CL) 0.1 $290k 3.2k 90.90
Medtronic Stock (MDT) 0.1 $290k 3.3k 87.17
Old Natl Bancorp Ind Stock (ONB) 0.1 $289k 14k 21.34
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.1 $281k 1.3k 217.33
International Business Machs Stock (IBM) 0.1 $281k 954.00 294.78
Costco Whsl Corp Stock (COST) 0.1 $280k 283.00 989.94
Phillips 66 Stock (PSX) 0.1 $277k 2.3k 119.30
Ge Vernova Stock (GEV) 0.1 $275k 520.00 529.15
Duke Energy Corp Stock (DUK) 0.1 $270k 2.3k 118.01
Wells Fargo Stock (WFC) 0.1 $264k 3.3k 80.12
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.1 $257k 3.8k 67.22
Verizon Communications Stock (VZ) 0.1 $251k 5.8k 43.27
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.1 $250k 5.8k 43.22
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.1 $249k 566.00 440.65
Conocophillips Stock (COP) 0.1 $248k 2.8k 89.74
Target Corp Stock (TGT) 0.1 $245k 2.5k 98.64
Eversource Energy Stock (ES) 0.1 $244k 3.8k 63.62
Fidelity Quality Factor Etf Etf (FQAL) 0.1 $243k 3.5k 69.63
Disney Walt Stock (DIS) 0.1 $238k 1.9k 124.02
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.1 $235k 2.2k 106.34
Sherwin Williams Stock (SHW) 0.1 $231k 673.00 343.36
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $219k 352.00 620.90
3M Stock (MMM) 0.1 $218k 1.4k 152.19
Vanguard Information Technology Etf Etf (VGT) 0.1 $211k 318.00 662.50
Invesco S&p 500 Quality Etf Etf (SPHQ) 0.1 $207k 2.9k 71.26
Clorox Co Del Stock (CLX) 0.1 $204k 1.7k 120.07
Avantis U.s. Small Cap Value Etf Etf (AVUV) 0.1 $204k 2.2k 91.10
At&t Stock (T) 0.1 $201k 6.9k 28.94
Tuhura Biosciences Stock (HURA) 0.0 $70k 31k 2.23