Hurlow Wealth Management Group

Hurlow Wealth Management Group as of March 31, 2026

Portfolio Holdings for Hurlow Wealth Management Group

Hurlow Wealth Management Group holds 120 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Large-cap Etf Etf (VV) 13.5 $57M 190k 298.85
Dimensional U.s. Equity Market Etf Etf (DFUS) 11.1 $47M 658k 70.91
Dimensional U.s. Small Cap Etf Etf (DFAS) 8.1 $34M 480k 71.13
Vanguard Ftse Developed Markets Etf Etf (VEA) 6.7 $28M 437k 64.08
Dimensional International Core Equity 2 Etf Etf (DFIC) 6.6 $28M 777k 35.53
Vanguard Small-cap Etf Etf (VB) 5.5 $23M 88k 261.92
Vanguard Emerging Markets Government Bond Etf Etf (VWOB) 2.8 $12M 182k 65.69
Vanguard Real Estate Etf Etf (VNQ) 2.8 $12M 133k 88.70
Vanguard Ftse Emerging Markets Etf Etf (VWO) 2.8 $12M 214k 54.05
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 2.7 $11M 325k 34.55
Vanguard Growth Etf Etf (VUG) 2.6 $11M 25k 436.79
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 2.5 $11M 126k 82.75
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 2.5 $10M 304k 33.97
Vanguard Intermediate-term Bond Etf Etf (BIV) 2.4 $10M 130k 77.18
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 2.4 $10M 126k 79.27
Vanguard Tax-exempt Bond Etf Etf (VTEB) 1.8 $7.7M 154k 49.89
Dimensional International Core Equity Market Etf Etf (DFAI) 1.7 $7.0M 181k 38.96
Vanguard Total Stock Market Etf Etf (VTI) 1.4 $5.7M 18k 320.82
Vanguard Dividend Appreciation Etf Etf (VIG) 1.3 $5.5M 26k 215.06
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY) 1.3 $5.4M 230k 23.32
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 1.1 $4.5M 90k 49.95
Apple Stock (AAPL) 1.0 $4.3M 17k 253.79
Dimensional Us Real Estate Etf Etf (DFAR) 0.9 $3.9M 164k 23.65
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.8 $3.5M 7.3k 479.20
Schwab U.s. Large-cap Etf Etf (SCHX) 0.8 $3.4M 133k 25.64
Eli Lilly & Co Stock (LLY) 0.7 $3.1M 3.4k 919.77
Vanguard Value Etf Etf (VTV) 0.7 $2.9M 15k 196.20
Walmart Stock (WMT) 0.5 $1.9M 16k 124.28
Johnson & Johnson Stock (JNJ) 0.4 $1.9M 7.6k 244.44
Cincinnati Finl Corp Stock (CINF) 0.4 $1.6M 10k 157.35
Jpmorgan Chase & Co Stock (JPM) 0.4 $1.5M 5.2k 294.16
State Street Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM) 0.4 $1.5M 31k 47.83
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.3 $1.4M 2.00 718140.00
Microsoft Corp Stock (MSFT) 0.3 $1.4M 3.8k 370.18
Ishares National Muni Bond Etf Etf (MUB) 0.3 $1.3M 12k 106.15
Vanguard Mid-cap Etf Etf (VO) 0.3 $1.2M 4.3k 287.18
Johnson Ctls Intl Stock (JCI) 0.3 $1.1M 8.1k 130.95
Schwab U.s. Small-cap Etf Etf (SCHA) 0.2 $1.0M 35k 29.08
State Street Spdr S&p 500 Etf Etf (SPY) 0.2 $998k 1.5k 650.25
Amazon Stock (AMZN) 0.2 $964k 4.6k 208.28
Abbvie Stock (ABBV) 0.2 $875k 4.0k 217.51
Mcdonalds Corp Stock (MCD) 0.2 $786k 2.5k 310.79
Ishares Russell 1000 Etf Etf (IWB) 0.2 $716k 2.0k 356.56
Analog Devices Stock (ADI) 0.2 $706k 2.2k 318.14
Nvidia Corporation Stock (NVDA) 0.2 $699k 4.0k 174.40
Vanguard S&p 500 Etf Etf (VOO) 0.2 $694k 1.2k 597.38
Ge Aerospace Stock (GE) 0.1 $627k 2.2k 283.77
Linde Stock (LIN) 0.1 $610k 1.2k 495.76
Aflac Stock (AFL) 0.1 $598k 5.5k 109.71
Nextera Energy Stock (NEE) 0.1 $596k 6.4k 92.88
Tjx Cos Stock (TJX) 0.1 $575k 3.6k 159.70
L3harris Technologies Stock (LHX) 0.1 $565k 1.6k 345.15
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $545k 3.7k 148.10
Meta Platforms Inc Cl A Stock (META) 0.1 $541k 946.00 572.13
Caterpillar Stock (CAT) 0.1 $531k 750.00 708.46
Norfolk Southn Corp Stock (NSC) 0.1 $530k 1.8k 287.00
Vanguard Short-term Bond Etf Etf (BSV) 0.1 $522k 6.7k 78.41
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES) 0.1 $495k 4.9k 101.14
Ww Grainger Stock (GWW) 0.1 $492k 451.00 1090.81
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $477k 1.7k 286.86
Exxon Mobil Corp Stock (XOM) 0.1 $474k 2.8k 169.66
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $469k 812.00 577.37
Chevron Corporation Stock (CVX) 0.1 $462k 2.2k 206.90
Ge Vernova Stock (GEV) 0.1 $455k 521.00 872.90
Consolidated Edison Stock (ED) 0.1 $454k 4.0k 113.18
Rtx Corporation Stock (RTX) 0.1 $437k 2.3k 192.90
Illinois Tool Wks Stock (ITW) 0.1 $421k 1.6k 260.30
Elevance Health Inc Formerly A Stock (ELV) 0.1 $395k 1.3k 292.75
Procter & Gamble Stock (PG) 0.1 $393k 2.7k 144.44
Emerson Elec Stock (EMR) 0.1 $392k 3.0k 131.02
Morgan Stanley Stock (MS) 0.1 $383k 2.3k 164.57
General Dynamics Corp Stock (GD) 0.1 $382k 1.1k 343.22
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $382k 4.9k 77.11
Schwab International Equity Etf Etf (SCHF) 0.1 $379k 15k 24.75
Ishares Gold Trust Etf (IAU) 0.1 $374k 4.2k 88.16
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $359k 550.00 653.21
Pepsico Stock (PEP) 0.1 $359k 2.3k 155.29
Blackrock Stock (BLK) 0.1 $359k 373.00 961.71
Vanguard Short-term Treasury Etf Etf (VGSH) 0.1 $350k 6.0k 58.54
Dimensional California Municipal Bond Etf Etf (DFCA) 0.1 $347k 7.0k 49.85
Automatic Data Processing Stock (ADP) 0.1 $343k 1.7k 203.18
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.1 $343k 3.2k 106.50
Stryker Corporation Stock (SYK) 0.1 $340k 1.0k 328.59
Lowes Cos Stock (LOW) 0.1 $339k 1.4k 236.28
Vanguard California Tax-exempt Bond Etf Etf (VTEC) 0.1 $338k 3.4k 99.08
Air Products And Chemicals Stock (APD) 0.1 $333k 1.1k 290.49
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.1 $328k 2.5k 132.90
Vanguard Small-cap Growth Etf Etf (VBK) 0.1 $324k 1.1k 302.25
Paychex Stock (PAYX) 0.1 $317k 3.4k 92.12
Ishares Msci Eafe Growth Etf Etf (EFG) 0.1 $309k 2.8k 111.37
Sysco Corp Stock (SYY) 0.1 $306k 4.3k 71.33
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.1 $303k 1.6k 191.81
Wec Energy Group Stock (WEC) 0.1 $302k 2.6k 115.77
Old Natl Bancorp Ind Stock (ONB) 0.1 $299k 14k 22.10
Ishares U.s. Equity Factor Etf Etf (LRGF) 0.1 $296k 4.5k 66.00
BP Adr (BP) 0.1 $294k 6.3k 47.00
Vanguard Information Technology Etf Etf (VGT) 0.1 $293k 420.00 697.10
Visa Inc Com Cl A Stock (V) 0.1 $292k 966.00 302.24
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.1 $291k 6.2k 47.02
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $289k 2.6k 113.11
Cisco Sys Stock (CSCO) 0.1 $277k 3.6k 77.59
Avantis U.s. Small Cap Value Etf Etf (AVUV) 0.1 $274k 2.5k 110.47
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.1 $267k 5.8k 46.23
Target Corp Stock (TGT) 0.1 $267k 2.2k 121.20
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.1 $266k 924.00 287.56
Novartis Adr (NVS) 0.1 $265k 1.7k 152.75
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY) 0.1 $263k 2.4k 108.98
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.1 $262k 566.00 463.19
Ishares S&p 500 Value Etf Etf (IVE) 0.1 $262k 1.2k 211.15
Fidelity Quality Factor Etf Etf (FQAL) 0.1 $253k 3.5k 72.60
Colgate Palmolive Stock (CL) 0.1 $251k 2.9k 85.23
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.1 $247k 606.00 407.69
Advanced Micro Devices Stock (AMD) 0.1 $225k 1.1k 203.43
Abbott Laboratories Stock (ABT) 0.1 $224k 2.2k 102.67
International Business Machs Stock (IBM) 0.1 $221k 911.00 242.46
Phillips 66 Stock (PSX) 0.1 $220k 1.2k 182.18
Sherwin Williams Stock (SHW) 0.1 $216k 675.00 320.55
Spdr Gold Shares Etf (GLD) 0.1 $215k 500.00 430.29
At&t Stock (T) 0.0 $203k 7.0k 28.99
Philip Morris Intl Stock (PM) 0.0 $201k 1.2k 165.34