Hurlow Wealth Management Group

Hurlow Wealth Management Group as of Sept. 30, 2025

Portfolio Holdings for Hurlow Wealth Management Group

Hurlow Wealth Management Group holds 119 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Large-cap Etf Etf (VV) 13.8 $53M 173k 307.86
Dimensional U.s. Equity Market Etf Etf (DFUS) 11.1 $43M 590k 72.44
Dimensional U.s. Small Cap Etf Etf (DFAS) 7.1 $28M 402k 68.46
Vanguard Ftse Developed Markets Etf Etf (VEA) 6.9 $27M 445k 59.92
Vanguard Small-cap Etf Etf (VB) 5.7 $22M 87k 254.28
Dimensional International Core Equity 2 Etf Etf (DFIC) 5.1 $20M 602k 32.79
Vanguard Growth Etf Etf (VUG) 3.4 $13M 27k 479.61
Vanguard Real Estate Etf Etf (VNQ) 3.3 $13M 139k 91.42
Vanguard Ftse Emerging Markets Etf Etf (VWO) 3.1 $12M 220k 54.18
Vanguard Emerging Markets Government Bond Etf Etf (VWOB) 2.7 $10M 156k 66.90
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 2.5 $9.8M 117k 84.11
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 2.4 $9.2M 294k 31.38
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 2.3 $8.9M 111k 79.93
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 2.1 $7.9M 248k 32.07
Vanguard Tax-exempt Bond Etf Etf (VTEB) 2.0 $7.6M 151k 50.07
Vanguard Intermediate-term Bond Etf Etf (BIV) 1.9 $7.3M 93k 78.09
Dimensional International Core Equity Market Etf Etf (DFAI) 1.9 $7.2M 197k 36.35
Vanguard Total Stock Market Etf Etf (VTI) 1.6 $6.2M 19k 328.16
Vanguard Dividend Appreciation Etf Etf (VIG) 1.6 $6.0M 28k 215.79
Apple Stock (AAPL) 1.3 $4.9M 19k 254.63
Spdr Portfolio High Yield Bond Etf Etf (SPHY) 1.2 $4.5M 187k 23.94
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 1.0 $3.7M 73k 50.63
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.0 $3.7M 7.3k 502.74
Schwab U.s. Large-cap Etf Etf (SCHX) 0.9 $3.5M 134k 26.34
Eli Lilly & Co Stock (LLY) 0.7 $2.6M 3.4k 763.00
Vanguard Value Etf Etf (VTV) 0.7 $2.6M 14k 186.49
Microsoft Corp Stock (MSFT) 0.5 $2.1M 4.0k 517.96
Dimensional Us Real Estate Etf Etf (DFAR) 0.5 $1.9M 78k 23.85
Vanguard Mid-cap Etf Etf (VO) 0.5 $1.8M 6.2k 293.74
Walmart Stock (WMT) 0.4 $1.7M 16k 103.06
Jpmorgan Chase & Co Stock (JPM) 0.4 $1.6M 5.2k 315.43
Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM) 0.4 $1.6M 34k 48.22
Cincinnati Finl Corp Stock (CINF) 0.4 $1.6M 10k 158.10
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.4 $1.5M 2.00 754200.00
Johnson & Johnson Stock (JNJ) 0.4 $1.5M 7.9k 185.42
Ishares National Muni Bond Etf Etf (MUB) 0.3 $1.3M 12k 106.49
Spdr S&p 500 Etf Trust Etf (SPY) 0.3 $1.0M 1.5k 666.04
Amazon Stock (AMZN) 0.3 $1.0M 4.6k 219.58
Schwab U.s. Small-cap Etf Etf (SCHA) 0.3 $987k 35k 27.90
Abbvie Stock (ABBV) 0.2 $961k 4.2k 231.56
Johnson Ctls Intl Stock (JCI) 0.2 $893k 8.1k 109.95
Mcdonalds Corp Stock (MCD) 0.2 $832k 2.7k 303.89
Ishares Russell 1000 Etf Etf (IWB) 0.2 $734k 2.0k 365.48
Nvidia Corporation Stock (NVDA) 0.2 $710k 3.8k 186.58
Aflac Stock (AFL) 0.2 $665k 6.0k 111.70
Ge Aerospace Stock (GE) 0.2 $664k 2.2k 300.82
Linde Stock (LIN) 0.2 $655k 1.4k 475.00
Analog Devices Stock (ADI) 0.2 $611k 2.5k 245.70
Norfolk Southn Corp Stock (NSC) 0.2 $609k 2.0k 300.41
Meta Platforms Inc Cl A Stock (META) 0.2 $599k 816.00 734.38
L3harris Technologies Stock (LHX) 0.1 $559k 1.8k 305.41
Automatic Data Processing Stock (ADP) 0.1 $552k 1.9k 293.50
Nextera Energy Stock (NEE) 0.1 $533k 7.1k 75.49
Tjx Cos Stock (TJX) 0.1 $520k 3.6k 144.54
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $518k 3.7k 140.95
Grainger W W Stock (GWW) 0.1 $509k 534.00 952.96
Vanguard S&p 500 Etf Etf (VOO) 0.1 $501k 818.00 612.65
Procter And Gamble Stock (PG) 0.1 $489k 3.2k 153.65
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $488k 812.00 600.55
Paychex Stock (PAYX) 0.1 $480k 3.8k 126.76
Blackrock Stock (BLK) 0.1 $465k 399.00 1165.87
Illinois Tool Wks Stock (ITW) 0.1 $463k 1.8k 260.69
Lowes Cos Stock (LOW) 0.1 $450k 1.8k 251.31
Emerson Elec Stock (EMR) 0.1 $435k 3.3k 131.18
General Dynamics Corp Stock (GD) 0.1 $421k 1.2k 341.00
Stryker Corporation Stock (SYK) 0.1 $416k 1.1k 369.67
Elevance Health Inc Formerly A Stock (ELV) 0.1 $415k 1.3k 323.12
Morgan Stanley Stock (MS) 0.1 $412k 2.6k 158.96
Consolidated Edison Stock (ED) 0.1 $403k 4.0k 100.52
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $401k 1.6k 243.55
Rtx Corporation Stock (RTX) 0.1 $389k 2.3k 167.33
Sysco Corp Stock (SYY) 0.1 $384k 4.7k 82.34
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $377k 1.3k 281.86
Schwab International Equity Etf Etf (SCHF) 0.1 $367k 16k 23.28
Chevron Corp Stock (CVX) 0.1 $363k 2.3k 155.29
Caterpillar Stock (CAT) 0.1 $356k 747.00 477.15
Pepsico Stock (PEP) 0.1 $355k 2.5k 140.44
Exxon Mobil Corp Stock (XOM) 0.1 $354k 3.1k 112.76
Vanguard Short-term Treasury Etf Etf (VGSH) 0.1 $352k 6.0k 58.85
Air Prods & Chems Stock (APD) 0.1 $351k 1.3k 272.72
Dimensional California Municipal Bond Etf Etf (DFCA) 0.1 $347k 7.0k 49.83
Visa Inc Com Cl A Stock (V) 0.1 $327k 959.00 341.38
Wec Energy Group Stock (WEC) 0.1 $320k 2.8k 114.59
Ge Vernova Stock (GEV) 0.1 $320k 520.00 614.90
Vanguard Small-cap Growth Etf Etf (VBK) 0.1 $319k 1.1k 297.62
Vanguard Total World Stock Etf Etf (VT) 0.1 $318k 2.3k 137.81
Abbott Labs Stock (ABT) 0.1 $314k 2.3k 133.94
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.1 $310k 1.3k 239.64
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES) 0.1 $307k 3.0k 101.92
Cisco Sys Stock (CSCO) 0.1 $302k 4.4k 68.42
Vanguard California Tax-exempt Bond Etf Etf (VTEC) 0.1 $300k 3.0k 99.77
Old Natl Bancorp Ind Stock (ONB) 0.1 $297k 14k 21.95
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $290k 3.9k 73.46
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.1 $283k 2.7k 106.78
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.1 $279k 6.2k 45.08
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.1 $273k 3.8k 71.37
Factset Resh Sys Stock (FDS) 0.1 $272k 950.00 286.49
International Business Machs Stock (IBM) 0.1 $269k 954.00 282.16
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.1 $263k 566.00 463.74
Fidelity Quality Factor Etf Etf (FQAL) 0.1 $261k 3.5k 74.72
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.1 $255k 5.8k 44.19
Colgate Palmolive Stock (CL) 0.1 $255k 3.2k 79.94
Novartis Adr (NVS) 0.1 $252k 2.0k 128.24
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.1 $250k 1.0k 243.10
Avantis U.s. Small Cap Value Etf Etf (AVUV) 0.1 $243k 2.4k 99.53
Vanguard Information Technology Etf Etf (VGT) 0.1 $237k 318.00 745.75
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $236k 352.00 669.30
Sherwin Williams Stock (SHW) 0.1 $233k 673.00 346.26
Eversource Energy Stock (ES) 0.1 $230k 3.2k 71.14
3M Stock (MMM) 0.1 $222k 1.4k 155.13
Medtronic Stock (MDT) 0.1 $221k 2.3k 95.24
Disney Walt Stock (DIS) 0.1 $220k 1.9k 114.50
Ishares Msci Eafe Growth Etf Etf (EFG) 0.1 $220k 1.9k 113.88
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.1 $219k 503.00 435.46
Target Corp Stock (TGT) 0.1 $217k 2.4k 89.70
BP Adr (BP) 0.1 $216k 6.3k 34.46
Clorox Co Del Stock (CLX) 0.1 $209k 1.7k 123.30
Becton Dickinson & Co Stock (BDX) 0.1 $205k 1.1k 187.17
Tuhura Biosciences Stock (HURA) 0.0 $78k 31k 2.48