Hurlow Wealth Management Group, Inc. Top Holdings and 13F Report (2025) About Hurlow Wealth Management Group, Inc.Investment ActivityHurlow Wealth Management Group, Inc. has $319.95 million in total holdings as of March 31, 2025.Hurlow Wealth Management Group, Inc. owns shares of 120 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 2.83% of the portfolio was purchased this quarter.About 1.48% of the portfolio was sold this quarter.This quarter, Hurlow Wealth Management Group, Inc. has purchased 121 new stocks and bought additional shares in 40 stocks.Hurlow Wealth Management Group, Inc. sold shares of 34 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard Large-Cap ETF $36,859,868Dimensional U.S. Equity ETF $28,831,720Vanguard FTSE Developed Markets ETF $21,911,643Vanguard Small-Cap ETF $18,480,613Dimensional U.S. Small Cap ETF $18,181,668 Largest New Holdings this Quarter 166764100 - Chevron $448,839 Holding78467X109 - SPDR Dow Jones Industrial Average ETF Trust $237,652 Holding459200101 - International Business Machines $237,222 Holding055622104 - BP $211,661 Holding88579Y101 - 3M $209,797 Holding Largest Purchases this Quarter Vanguard Large-Cap ETF 4,474 shares (about $1.15M)Dimensional U.S. Small Cap ETF 17,611 shares (about $1.05M)Dimensional International Core Equity 2 ETF 28,401 shares (about $788.70K)Vanguard Real Estate ETF 7,336 shares (about $664.20K)Vanguard Small-Cap ETF 2,568 shares (about $569.45K) Largest Sales this Quarter Berkshire Hathaway 1 shares (about $798.44K)Vanguard Dividend Appreciation ETF 2,036 shares (about $394.96K)Invesco QQQ 749 shares (about $351.28K)Vanguard Tax-Exempt Bond ETF 6,222 shares (about $308.74K)Vanguard S&P 500 ETF 409 shares (about $210.26K) 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$36,859,868$1,149,951 ▲3.2%143,40711.5%ETFDFUSDimensional U.S. Equity ETF$28,831,720$181,319 ▼-0.6%476,7159.0%ETFVEAVanguard FTSE Developed Markets ETF$21,911,643$108,319 ▲0.5%431,0776.8%ETFVBVanguard Small-Cap ETF$18,480,613$569,453 ▲3.2%83,3405.8%ETFDFASDimensional U.S. Small Cap ETF$18,181,668$1,052,256 ▲6.1%304,2965.7%ETFVNQVanguard Real Estate ETF$14,459,479$664,200 ▲4.8%159,7034.5%ETFVUGVanguard Growth ETF$12,184,033$43,757 ▼-0.4%32,8573.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$9,669,510$182,815 ▲1.9%118,2673.0%ETFVWOVanguard FTSE Emerging Markets ETF$9,228,771$11,949 ▼-0.1%203,9062.9%ETFMSFTMicrosoft$9,004,521$7,508 ▼-0.1%23,9872.8%Computer and TechnologyVWOBVanguard Emerging Markets Government Bond ETF$8,558,348$258,404 ▲3.1%133,3082.7%ETFDFICDimensional International Core Equity 2 ETF$8,543,780$788,696 ▲10.2%307,6622.7%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$8,140,266$221,993 ▲2.8%310,6972.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$7,382,338$363,678 ▲5.2%93,5182.3%ETFDFAIDimensional International Core Equity Market ETF$7,050,099$136,194 ▼-1.9%225,7482.2%ETFVTEBVanguard Tax-Exempt Bond ETF$6,717,697$308,735 ▼-4.4%135,3832.1%ETFVIGVanguard Dividend Appreciation ETF$6,272,478$394,964 ▼-5.9%32,3342.0%ETFVTIVanguard Total Stock Market ETF$5,331,0710.0%19,3971.7%ETFLLYEli Lilly and Company$5,069,436$33,036 ▲0.7%6,1381.6%MedicalBIVVanguard Intermediate-Term Bond ETF$4,694,526$326,802 ▲7.5%61,3101.5%ETFAAPLApple$4,246,648$29,987 ▼-0.7%19,1181.3%Computer and TechnologyBRK.BBerkshire Hathaway$4,051,482$53,260 ▼-1.3%7,6071.3%FinanceSPHYSPDR Portfolio High Yield Bond ETF$3,815,563$247,034 ▲6.9%162,9191.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$3,629,175$60,978 ▲1.7%72,7291.1%ManufacturingVTVVanguard Value ETF$2,687,489$145,447 ▼-5.1%15,5580.8%ETFSCHXSchwab US Large-Cap ETF$2,195,998$464,720 ▲26.8%99,4560.7%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$2,126,643$297,225 ▲16.2%80,3720.7%ETFWMTWalmart$1,958,683$146,697 ▲8.1%22,3110.6%Retail/WholesaleJNJJohnson & Johnson$1,637,670$1,493 ▲0.1%9,8750.5%MedicalSCHASchwab US Small-Cap ETF$1,621,303$169,750 ▲11.7%69,1980.5%ETFVOVanguard Mid-Cap ETF$1,602,668$135,517 ▼-7.8%6,1970.5%ETFBRK.ABerkshire Hathaway$1,596,883$798,442 ▼-33.3%20.5%FinanceSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$1,590,316$104,625 ▼-6.2%33,4100.5%FinanceCINFCincinnati Financial$1,547,216$8,125 ▲0.5%10,4740.5%FinanceJPMJPMorgan Chase & Co.$1,495,594$137,123 ▲10.1%6,0970.5%FinancePGProcter & Gamble$1,406,3060.0%8,2520.4%Consumer StaplesMUBiShares National Muni Bond ETF$1,242,927$30,261 ▼-2.4%11,7880.4%ETFABBVAbbVie$1,158,9440.0%5,5310.4%MedicalLOWLowe's Companies$884,4080.0%3,7920.3%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$859,530$195,729 ▲29.5%1,5370.3%FinanceMCDMcDonald's$855,269$31,237 ▼-3.5%2,7380.3%Retail/WholesaleHDHome Depot$782,456$733 ▼-0.1%2,1350.2%Retail/WholesaleADPAutomatic Data Processing$710,357$17,110 ▼-2.4%2,3250.2%Business ServicesPAYXPaychex$687,9350.0%4,4590.2%Business ServicesAFLAflac$662,0250.0%5,9540.2%FinanceJCIJohnson Controls International$650,4930.0%8,1200.2%ConstructionLINDE PLC SHS$641,6520.0%1,3780.2%StockAMZNAmazon.com$634,364$57,081 ▼-8.3%3,3340.2%Retail/WholesaleIWBiShares Russell 1000 ETF$615,6270.0%2,0070.2%ETFEMREmerson Electric$583,066$219 ▲0.0%5,3180.2%IndustrialsORCLOracle$580,0720.0%4,1490.2%Computer and TechnologyQQQInvesco QQQ$576,407$351,285 ▼-37.9%1,2290.2%FinanceMETAMeta Platforms$573,478$31,700 ▲5.9%9950.2%Computer and TechnologyELVElevance Health$559,7940.0%1,2870.2%MedicalDVYiShares Select Dividend ETF$547,769$12,086 ▼-2.2%4,0790.2%ETFSYKStryker$544,602$15,635 ▼-2.8%1,4630.2%MedicalGWWW.W. Grainger$543,3070.0%5500.2%IndustrialsPEPPepsiCo$527,939$600 ▼-0.1%3,5210.2%Consumer StaplesPMPhilip Morris International$519,047$70,476 ▲15.7%3,2700.2%Consumer StaplesADIAnalog Devices$516,4770.0%2,5610.2%Computer and TechnologyNEENextEra Energy$500,271$142 ▲0.0%7,0570.2%UtilitiesABTAbbott Laboratories$493,856$133 ▲0.0%3,7230.2%MedicalGOOGAlphabet$490,406$625 ▲0.1%3,1390.2%Computer and TechnologyNSCNorfolk Southern$480,3320.0%2,0280.2%TransportationVYMVanguard High Dividend Yield ETF$474,1860.0%3,6770.1%ETFXOMExxon Mobil$469,689$1,189 ▼-0.3%3,9490.1%EnergyTJXTJX Companies$462,2310.0%3,7950.1%Retail/WholesaleMRKMerck & Co., Inc.$452,315$41,201 ▲10.0%5,0390.1%MedicalFDSFactSet Research Systems$449,1840.0%9880.1%Business ServicesCVXChevron$448,839$448,839 ▲New Holding2,6830.1%EnergyEDConsolidated Edison$443,576$111 ▲0.0%4,0110.1%UtilitiesAPDAir Products and Chemicals$441,790$295 ▲0.1%1,4980.1%Basic MaterialsGEGE Aerospace$441,731$23,217 ▲5.5%2,2070.1%IndustrialsITWIllinois Tool Works$439,987$248 ▲0.1%1,7740.1%IndustrialsSCHFSchwab International Equity ETF$412,301$7,220 ▼-1.7%20,8440.1%ETFBLACKROCK INC COM$405,0930.0%4280.1%StockLHXL3Harris Technologies$403,9680.0%1,9300.1%AerospaceCSCOCisco Systems$395,314$36,903 ▲10.3%6,4060.1%Computer and TechnologyGDGeneral Dynamics$395,2410.0%1,4500.1%AerospaceVOOVanguard S&P 500 ETF$389,671$210,258 ▼-35.0%7580.1%ETFSYYSysco$364,844$150 ▼0.0%4,8620.1%Consumer StaplesVGSHVanguard Short-Term Treasury Index ETF$350,790$43,607 ▼-11.1%5,9770.1%ETFVVisa$335,7410.0%9580.1%Business ServicesNVSNovartis$330,9840.0%2,9690.1%MedicalESMLiShares ESG Aware MSCI USA Small-Cap ETF$321,300$197,696 ▼-38.1%8,3650.1%ETFRTXRTX$320,2880.0%2,4180.1%AerospaceNVDANVIDIA$312,442$4,443 ▲1.4%2,8830.1%Computer and TechnologyWECWEC Energy Group$304,272$218 ▲0.1%2,7920.1%UtilitiesMSMorgan Stanley$302,5250.0%2,5930.1%FinanceMDTMedtronic$298,6050.0%3,3230.1%MedicalCLColgate-Palmolive$298,4350.0%3,1850.1%Consumer StaplesWMWaste Management$294,7120.0%1,2730.1%Business ServicesVOOGVanguard S&P 500 Growth ETF$292,6700.0%8750.1%ETFCOPConocoPhillips$292,271$945 ▲0.3%2,7830.1%EnergyPSXPhillips 66$287,2140.0%2,3260.1%EnergyONBOld National Bancorp$286,4460.0%13,5180.1%FinanceVXUSVanguard Total International Stock ETF$285,9080.0%4,6040.1%ETFDUKDuke Energy$278,974$244 ▲0.1%2,2870.1%UtilitiesXLKTechnology Select Sector SPDR Fund$276,0640.0%1,3370.1%ETFVTVanguard Total World Stock ETF$274,321$53,102 ▲24.0%2,3660.1%ETFShowing 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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