Hurlow Wealth Management Group, Inc. Top Holdings and 13F Report (2025) About Hurlow Wealth Management Group, Inc.Investment ActivityHurlow Wealth Management Group, Inc. has $354.02 million in total holdings as of June 30, 2025.Hurlow Wealth Management Group, Inc. owns shares of 127 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 5.00% of the portfolio was purchased this quarter.About 2.16% of the portfolio was sold this quarter.This quarter, Hurlow Wealth Management Group, Inc. has purchased 120 new stocks and bought additional shares in 31 stocks.Hurlow Wealth Management Group, Inc. sold shares of 44 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Large-Cap ETF $42,542,109Dimensional U.S. Equity ETF $34,085,739Vanguard FTSE Developed Markets ETF $24,456,152Dimensional U.S. Small Cap ETF $21,363,384Vanguard Small-Cap ETF $19,838,377 Largest New Holdings this Quarter 25434V823 - Dimensional US Real Estate ETF $480,437 Holding25434V633 - Dimensional California Municipal Bond ETF $323,326 Holding922021605 - VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF $293,904 Holding36828A101 - GE VERNOVA INC COM $275,158 Holding254687106 - Walt Disney $238,245 Holding Largest Purchases this Quarter Dimensional U.S. Equity ETF 31,876 shares (about $2.14M)Dimensional Emerging Markets Core Equity 2 ETF 67,898 shares (about $2.02M)Dimensional U.S. Small Cap ETF 31,026 shares (about $1.98M)Vanguard Large-Cap ETF 5,707 shares (about $1.63M)Dimensional International Core Equity 2 ETF 51,622 shares (about $1.60M) Largest Sales this Quarter Vanguard Real Estate ETF 25,630 shares (about $2.28M)Vanguard Growth ETF 2,657 shares (about $1.16M)Schwab US Small-Cap ETF 29,756 shares (about $752.82K)Eli Lilly and Company 499 shares (about $388.99K)Vanguard Dividend Appreciation ETF 1,347 shares (about $275.69K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHurlow Wealth Management Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVVVanguard Large-Cap ETF$42,542,109$1,628,203 ▲4.0%149,11412.0%ETFDFUSDimensional U.S. Equity ETF$34,085,739$2,136,328 ▲6.7%508,5919.6%ETFVEAVanguard FTSE Developed Markets ETF$24,456,152$119,550 ▼-0.5%428,9806.9%ETFDFASDimensional U.S. Small Cap ETF$21,363,384$1,976,668 ▲10.2%335,3226.0%ETFVBVanguard Small-Cap ETF$19,838,377$88,394 ▲0.4%83,7135.6%ETFVUGVanguard Growth ETF$13,239,680$1,164,829 ▼-8.1%30,2003.7%ETFVNQVanguard Real Estate ETF$11,940,557$2,282,611 ▼-16.0%134,0733.4%ETFMSFTMicrosoft$11,869,750$61,679 ▼-0.5%23,8633.4%Computer and TechnologyDFICDimensional International Core Equity 2 ETF$11,170,125$1,604,926 ▲16.8%359,2843.2%ETFVWOVanguard FTSE Emerging Markets ETF$10,429,316$344,142 ▲3.4%210,8642.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$9,947,498$140,798 ▲1.4%119,9652.8%ETFVWOBVanguard Emerging Markets Government Bond ETF$9,422,914$711,206 ▲8.2%144,1912.7%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$9,087,853$37,329 ▼-0.4%309,4262.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$7,768,038$333,344 ▲4.5%97,7112.2%ETFDFAIDimensional International Core Equity Market ETF$7,665,876$138,246 ▼-1.8%221,7492.2%ETFVTEBVanguard Tax-Exempt Bond ETF$7,242,334$604,492 ▲9.1%147,7122.0%ETFVIGVanguard Dividend Appreciation ETF$6,342,115$275,691 ▼-4.2%30,9871.8%ETFBIVVanguard Intermediate-Term Bond ETF$5,859,847$1,118,110 ▲23.6%75,7671.7%ETFVTIVanguard Total Stock Market ETF$5,730,296$165,034 ▼-2.8%18,8541.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$4,400,654$2,015,213 ▲84.5%148,2701.2%ETFLLYEli Lilly and Company$4,395,770$388,985 ▼-8.1%5,6391.2%MedicalSPHYSPDR Portfolio High Yield Bond ETF$4,216,479$339,007 ▲8.7%177,1631.2%ETFAAPLApple$3,917,897$4,514 ▼-0.1%19,0961.1%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$3,814,929$158,853 ▲4.3%75,8891.1%ManufacturingBRK.BBerkshire Hathaway$3,695,3850.0%7,6071.0%FinanceSCHXSchwab US Large-Cap ETF$3,290,880$860,168 ▲35.4%134,6510.9%ETFVTVVanguard Value ETF$2,631,305$118,416 ▼-4.3%14,8880.7%ETFWMTWalmart$2,181,5700.0%22,3110.6%Retail/WholesaleVOVanguard Mid-Cap ETF$1,718,156$15,950 ▼-0.9%6,1400.5%ETFJPMJPMorgan Chase & Co.$1,688,436$79,145 ▼-4.5%5,8240.5%FinanceSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$1,586,425$11,575 ▼-0.7%33,1680.4%FinanceCINFCincinnati Financial$1,531,451$28,294 ▼-1.8%10,2840.4%FinanceJNJJohnson & Johnson$1,508,559$153 ▲0.0%9,8760.4%MedicalBRK.ABerkshire Hathaway$1,457,6000.0%20.4%FinancePGProcter & Gamble$1,314,7090.0%8,2520.4%Consumer StaplesMUBiShares National Muni Bond ETF$1,231,6100.0%11,7880.3%ETFABBVAbbVie$1,026,7430.0%5,5310.3%MedicalAMZNAmazon.com$1,003,971$272,494 ▲37.3%4,5760.3%Retail/WholesaleSCHASchwab US Small-Cap ETF$997,878$752,823 ▼-43.0%39,4420.3%ETFSPYSPDR S&P 500 ETF Trust$949,3980.0%1,5370.3%FinanceMETAMeta Platforms$944,755$210,356 ▲28.6%1,2800.3%Computer and TechnologyORCLOracle$929,178$22,082 ▲2.4%4,2500.3%Computer and TechnologyJCIJohnson Controls International$857,846$211 ▲0.0%8,1220.2%ConstructionMCDMcDonald's$799,9610.0%2,7380.2%Retail/WholesaleHDHome Depot$784,243$1,467 ▲0.2%2,1390.2%Retail/WholesaleLOWLowe's Companies$768,558$72,773 ▼-8.6%3,4640.2%Retail/WholesaleEMREmerson Electric$708,916$133 ▼0.0%5,3170.2%IndustrialsIWBiShares Russell 1000 ETF$681,5170.0%2,0070.2%ETFNVDANVIDIA$674,435$218,966 ▲48.1%4,2690.2%Computer and TechnologyPAYXPaychex$648,6060.0%4,4590.2%Computer and TechnologyLINDE PLC SHS$646,5300.0%1,3780.2%StockADPAutomatic Data Processing$643,014$74,016 ▼-10.3%2,0850.2%Computer and TechnologyAFLAflac$627,9090.0%5,9540.2%FinanceADIAnalog Devices$606,951$2,618 ▼-0.4%2,5500.2%Computer and TechnologyPMPhilip Morris International$595,747$182 ▲0.0%3,2710.2%Consumer StaplesGEGE Aerospace$568,0600.0%2,2070.2%AerospaceQQQInvesco QQQ$558,389$119,734 ▼-17.7%1,0120.2%FinanceGWWW.W. Grainger$555,488$16,644 ▼-2.9%5340.2%IndustrialsDVYiShares Select Dividend ETF$541,7320.0%4,0790.2%ETFNSCNorfolk Southern$519,1070.0%2,0280.1%TransportationABTAbbott Laboratories$506,501$136 ▲0.0%3,7240.1%MedicalELVElevance Health$500,980$389 ▲0.1%1,2880.1%MedicalVYMVanguard High Dividend Yield ETF$490,1810.0%3,6770.1%ETFNEENextEra Energy$490,036$139 ▲0.0%7,0590.1%UtilitiesDFARDimensional US Real Estate ETF$480,437$480,437 ▲New Holding20,4790.1%ETFVOOVanguard S&P 500 ETF$467,629$36,933 ▲8.6%8230.1%ETFPEPPepsiCo$464,517$396 ▼-0.1%3,5180.1%Consumer StaplesLHXL3Harris Technologies$459,288$24,833 ▼-5.1%1,8310.1%AerospaceSYKStryker$445,479$133,327 ▼-23.0%1,1260.1%MedicalCSCOCisco Systems$444,4480.0%6,4060.1%Computer and TechnologyTJXTJX Companies$443,947$24,698 ▼-5.3%3,5950.1%Retail/WholesaleFDSFactSet Research Systems$441,9130.0%9880.1%Business ServicesITWIllinois Tool Works$438,831$247 ▲0.1%1,7750.1%IndustrialsXOMExxon Mobil$425,195$539 ▼-0.1%3,9440.1%EnergyGDGeneral Dynamics$422,615$292 ▼-0.1%1,4490.1%AerospaceAPDAir Products and Chemicals$421,962$564 ▼-0.1%1,4960.1%Basic MaterialsBLACKROCK INC COM$418,651$30,428 ▼-6.8%3990.1%StockEDConsolidated Edison$402,404$100 ▼0.0%4,0100.1%UtilitiesCVXChevron$383,320$859 ▼-0.2%2,6770.1%EnergySYYSysco$368,551$303 ▲0.1%4,8660.1%Consumer StaplesMSMorgan Stanley$365,2500.0%2,5930.1%FinanceNVSNovartis$359,2790.0%2,9690.1%MedicalSCHFSchwab International Equity ETF$358,377$102,280 ▼-22.2%16,2160.1%ETFRTXRTX$353,0760.0%2,4180.1%AerospaceVGSHVanguard Short-Term Treasury ETF$351,3280.0%5,9770.1%ETFVOOGVanguard S&P 500 Growth ETF$346,9730.0%8750.1%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$345,7250.0%8,3650.1%ETFVVisa$340,493$355 ▲0.1%9590.1%Business ServicesXLKTechnology Select Sector SPDR Fund$338,5690.0%1,3370.1%ETFDFCADimensional California Municipal Bond ETF$323,326$323,326 ▲New Holding6,5610.1%ETFVTVanguard Total World Stock ETF$310,764$6,683 ▲2.2%2,4180.1%ETFMRKMerck & Co., Inc.$303,449$95,476 ▼-23.9%3,8330.1%MedicalVXUSVanguard Total International Stock ETF$302,061$16,029 ▼-5.0%4,3720.1%ETFVBKVanguard Small-Cap Growth ETF$296,880$3,877 ▼-1.3%1,0720.1%ETFVANGUARD CALIFORNIA TAX-EXEMPT BOND ETF$293,904$293,904 ▲New Holding3,0110.1%ETFGOOGAlphabet$292,339$264,489 ▼-47.5%1,6480.1%Computer and TechnologyWECWEC Energy Group$290,9260.0%2,7920.1%UtilitiesCATCaterpillar$289,9930.0%7470.1%IndustrialsCLColgate-Palmolive$289,5170.0%3,1850.1%Consumer StaplesMDTMedtronic$289,492$174 ▼-0.1%3,3210.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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