Hurlow Wealth Management Group

Hurlow Wealth Management Group as of June 30, 2026

Portfolio Holdings for Hurlow Wealth Management Group

Hurlow Wealth Management Group holds 125 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 13.9 $67M 194k 343.91
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 11.9 $57M 697k 81.94
Dimensional Etf Trust Us Small Cap Etf (DFAS) 8.6 $42M 504k 82.34
Dimensional Etf Trust Intl Core Equity (DFIC) 6.6 $32M 853k 37.26
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.5 $31M 436k 71.25
Vanguard Index Fds Small Cp Etf (VB) 5.5 $26M 87k 303.12
Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.0 $15M 360k 40.64
Vanguard Index Fds Growth Etf (VUG) 2.7 $13M 149k 86.14
Vanguard Index Fds Real Estate Etf (VNQ) 2.6 $13M 131k 96.43
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 2.6 $13M 187k 67.24
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.6 $12M 208k 59.69
Dimensional Etf Trust World Ex Us Core (DFAX) 2.3 $11M 303k 36.84
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.2 $11M 130k 82.65
Vanguard Bd Index Fds Intermed Term (BIV) 2.2 $11M 138k 76.70
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.2 $10M 132k 79.03
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.6 $7.8M 154k 50.58
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.5 $7.3M 177k 41.25
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $6.5M 18k 370.05
Vanguard Specialized Funds Div App Etf (VIG) 1.3 $6.4M 27k 236.62
Spdr Series Trust St Port High Etf (SPHY) 1.2 $5.9M 250k 23.44
Dimensional Etf Trust Us Real Esta Etf (DFAR) 1.1 $5.2M 198k 26.16
Apple (AAPL) 1.0 $4.9M 17k 289.36
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.0 $4.7M 94k 50.23
Eli Lilly & Co. (LLY) 0.8 $4.0M 3.4k 1199.43
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.8 $3.9M 131k 29.43
Vanguard Index Fds Value Etf (VTV) 0.7 $3.2M 15k 217.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $2.5M 5.0k 500.39
Johnson & Johnson (JNJ) 0.4 $1.9M 7.6k 253.97
Cincinnati Financial Corporation (CINF) 0.4 $1.8M 10k 185.15
Wal-Mart Stores (WMT) 0.4 $1.8M 16k 113.26
JPMorgan Chase & Co. (JPM) 0.4 $1.7M 5.2k 327.33
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $1.5M 2.00 748850.00
Spdr Series Trust St Nuve Term Etf (SHM) 0.3 $1.5M 31k 47.97
Microsoft Corporation (MSFT) 0.3 $1.5M 4.0k 373.03
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.4M 17k 80.57
Ishares Tr National Mun Etf (MUB) 0.3 $1.3M 12k 107.62
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.2M 35k 36.13
Johnson Controls Internation SHS (JCI) 0.2 $1.2M 8.2k 146.11
Amazon (AMZN) 0.2 $1.2M 4.8k 238.35
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $1.1M 1.5k 746.70
Abbvie (ABBV) 0.2 $1.0M 4.1k 251.67
NVIDIA Corporation (NVDA) 0.2 $917k 4.6k 200.09
Analog Devices (ADI) 0.2 $891k 2.2k 397.17
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $839k 5.3k 158.03
Ge Aerospace Com New (GE) 0.2 $826k 2.2k 373.73
Ishares Tr Rus 1000 Etf (IWB) 0.2 $822k 2.0k 409.50
Caterpillar (CAT) 0.2 $800k 751.00 1064.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $799k 1.2k 686.68
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.2 $781k 18k 42.59
Advanced Micro Devices (AMD) 0.1 $643k 1.1k 580.91
Linde SHS (LIN) 0.1 $640k 1.2k 518.94
AFLAC Incorporated (AFL) 0.1 $639k 5.5k 117.25
W.W. Grainger (GWW) 0.1 $615k 452.00 1360.40
Ge Vernova (GEV) 0.1 $612k 521.00 1174.86
Vanguard Wellington Short Trm Tax Ex (VTES) 0.1 $606k 6.0k 101.31
McDonald's Corporation (MCD) 0.1 $605k 2.2k 270.31
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $598k 812.00 736.65
Alphabet Cap Stk Cl C (GOOG) 0.1 $590k 1.7k 353.33
Meta Platforms Cl A (META) 0.1 $585k 1.0k 563.29
Norfolk Southern (NSC) 0.1 $581k 1.8k 314.59
TJX Companies (TJX) 0.1 $568k 3.7k 151.50
Nextera Energy (NEE) 0.1 $567k 6.5k 87.77
Anthem (ELV) 0.1 $534k 1.4k 386.73
Vanguard Instl Index Ultr Shor Tr Etf (VGUS) 0.1 $520k 6.9k 75.66
Morgan Stanley Com New (MS) 0.1 $488k 2.3k 209.04
L3harris Technologies (LHX) 0.1 $476k 1.6k 290.59
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $470k 2.5k 190.52
Consolidated Edison (ED) 0.1 $444k 4.0k 110.63
Illinois Tool Works (ITW) 0.1 $438k 1.6k 270.43
Raytheon Technologies Corp (RTX) 0.1 $431k 2.3k 189.73
Emerson Electric (EMR) 0.1 $429k 3.0k 143.15
Cisco Systems (CSCO) 0.1 $425k 3.6k 117.46
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $422k 15k 27.70
Ishares Tr Core S&p500 Etf (IVV) 0.1 $412k 550.00 748.89
Vanguard World Inf Tech Etf (VGT) 0.1 $402k 3.4k 119.51
General Dynamics Corporation (GD) 0.1 $395k 1.1k 354.24
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $392k 4.6k 85.49
Exxon Mobil Corporation (XOM) 0.1 $392k 2.9k 136.72
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $392k 1.1k 365.70
Visa Com Cl A (V) 0.1 $384k 1.1k 343.09
Automatic Data Processing (ADP) 0.1 $384k 1.7k 223.95
Procter & Gamble Company (PG) 0.1 $375k 2.6k 146.64
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.1 $369k 3.7k 100.60
Chevron Corporation (CVX) 0.1 $367k 2.2k 165.76
Alphabet Cap Stk Cl A (GOOGL) 0.1 $364k 1.0k 357.37
Blackrock (BLK) 0.1 $358k 372.00 961.56
SYSCO Corporation (SYY) 0.1 $355k 4.2k 83.58
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $352k 2.6k 137.53
Dimensional Etf Trust Calif Mun Bd Etf (DFCA) 0.1 $350k 7.0k 50.18
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $348k 6.0k 58.20
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $347k 1.6k 219.43
Old National Ban (ONB) 0.1 $346k 13k 25.90
Ishares Tr Esg Aware Msci (ESML) 0.1 $346k 6.2k 55.93
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $346k 2.8k 124.42
Air Products & Chemicals (APD) 0.1 $345k 1.2k 293.18
Ishares Tr U S Equity Factr (LRGF) 0.1 $339k 4.5k 75.63
Paychex (PAYX) 0.1 $334k 3.4k 98.33
Stryker Corporation (SYK) 0.1 $326k 1.0k 314.84
Ishares Gold Tr Ishares New (IAU) 0.1 $320k 4.2k 75.51
Lowe's Companies (LOW) 0.1 $316k 1.4k 220.49
Wec Energy Group (WEC) 0.1 $313k 2.7k 116.77
Pepsi (PEP) 0.1 $313k 2.3k 135.40
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $309k 2.5k 124.76
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $300k 3.6k 82.62
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $296k 566.00 522.39
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $286k 5.8k 49.55
Target Corporation (TGT) 0.1 $285k 2.2k 130.61
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 0.1 $284k 3.5k 81.36
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.1 $283k 2.4k 117.28
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $282k 1.2k 227.06
Novartis Sponsored Adr (NVS) 0.1 $272k 1.7k 156.72
Colgate-Palmolive Company (CL) 0.1 $270k 2.9k 91.68
International Business Machines (IBM) 0.1 $263k 936.00 281.32
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $256k 2.4k 106.47
Corning Incorporated (GLW) 0.1 $242k 946.00 255.43
Broadcom (AVGO) 0.0 $240k 636.00 377.75
Dell Technologies CL C (DELL) 0.0 $238k 552.00 431.46
Sherwin-Williams Company (SHW) 0.0 $232k 675.00 344.32
BP Sponsored Adr (BP) 0.0 $232k 6.3k 36.95
Philip Morris International (PM) 0.0 $220k 1.2k 180.91
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $218k 1.4k 156.93
Fifth Third Ban (FITB) 0.0 $211k 3.7k 56.37
Eversource Energy (ES) 0.0 $208k 2.9k 72.27
Phillips 66 (PSX) 0.0 $204k 1.2k 169.05
Tuhura Biosciences (HURA) 0.0 $90k 38k 2.34