S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
What to watch for as China's major political meeting of the year gets underway
South Korean doctors hold massive anti-government rally over medical school recruitment plan
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
What to watch for as China's major political meeting of the year gets underway
South Korean doctors hold massive anti-government rally over medical school recruitment plan
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
What to watch for as China's major political meeting of the year gets underway
South Korean doctors hold massive anti-government rally over medical school recruitment plan
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
What to watch for as China's major political meeting of the year gets underway
South Korean doctors hold massive anti-government rally over medical school recruitment plan

Hurlow Wealth Management Group, Inc. Top Holdings and 13F Report (2024)

About Hurlow Wealth Management Group, Inc.

Investment Activity

  • Hurlow Wealth Management Group, Inc. has $264.04 million in total holdings as of December 31, 2023.
  • Hurlow Wealth Management Group, Inc. owns shares of 111 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
  • Approximately 4.79% of the portfolio was purchased this quarter.
  • About 0.55% of the portfolio was sold this quarter.
  • This quarter, Hurlow Wealth Management Group, Inc. has purchased 105 new stocks and bought additional shares in 38 stocks.
  • Hurlow Wealth Management Group, Inc. sold shares of 49 stocks and completely divested from 2 stocks this quarter.

Largest Purchases this Quarter

Dimensional International Core Equity 2 ETF
64,477 shares (about $1.65M)
Vanguard Short-Term Corporate Bond ETF
15,551 shares (about $1.20M)
Vanguard Tax-Exempt Bond ETF
15,802 shares (about $806.69K)

Largest Sales this Quarter

Pfizer
10,356 shares (about $298.15K)
Vanguard Growth ETF
739 shares (about $229.74K)
Vanguard Large-Cap ETF
852 shares (about $185.86K)
Vanguard Value ETF
738 shares (about $110.33K)
McDonald's
90 shares (about $26.69K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHurlow Wealth Management Group, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$29,055,143$185,864 -0.6%133,18911.0%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$23,868,250$276,513 1.2%460,5109.0%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$18,944,221$526,182 2.9%395,4957.2%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$16,895,279$26,026 0.2%79,1986.4%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$13,695,928$577,659 4.4%229,7205.2%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$11,867,100$477,409 4.2%134,3044.5%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$10,782,251$229,740 -2.1%34,6834.1%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$10,020,302$97,018 1.0%26,6473.8%Computer and Technology
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$7,772,081$442,893 6.0%189,1022.9%ETF
Vanguard Emerging Markets Government Bond ETF stock logo
VWOB
Vanguard Emerging Markets Government Bond ETF
$7,278,720$124,249 1.7%114,1762.8%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$6,801,148$42,686 0.6%278,5072.6%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$6,797,853$1,218,956 21.8%83,6352.6%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$6,653,222$192,604 3.0%232,3052.5%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$6,516,812$13,802 0.2%38,2442.5%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$5,415,229$806,692 17.5%106,0772.1%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$5,352,953$1,203,188 29.0%69,1862.0%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,873,922$8,065 -0.2%20,5461.8%ETF
Apple Inc. stock logo
AAPL
Apple
$3,721,956$3,658 -0.1%19,3321.4%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$3,453,857$92,686 2.8%5,9251.3%Medical
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$3,249,129$194,769 6.4%42,5391.2%ETF
SPDR Nuveen Barclays Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen Barclays Short Term Municipal Bond ETF
$2,945,250$1,602,255 119.3%61,6291.1%Finance
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$2,896,243$547,766 23.3%37,4241.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,615,485$1,070 0.0%7,3331.0%Finance
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$2,558,972$144,561 6.0%53,8841.0%Manufacturing
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$2,468,993$110,331 -4.3%16,5150.9%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$2,392,701$1,646,100 220.5%93,7210.9%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,722,416$470 0.0%10,9890.7%Medical
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,627,8750.0%30.6%Finance
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,624,798$4,818 -0.3%34,3950.6%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$1,581,304$16,469 -1.0%28,0370.6%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,455,861$3,257 -0.2%6,2580.6%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,311,653$340,516 35.1%12,0990.5%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,211,739$9,672 -0.8%8,2690.5%Consumer Staples
Walmart Inc. stock logo
WMT
Walmart
$1,088,100$10,090 -0.9%6,9020.4%Retail/Wholesale
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$1,065,682$20,735 -1.9%28,8330.4%ETF
Cincinnati Financial Co. stock logo
CINF
Cincinnati Financial
$1,051,533$7,035 0.7%10,1640.4%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,007,074$819 -0.1%2,4590.4%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$948,308$16,670 1.8%5,5750.4%Financial Services
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$889,310$11,795 -1.3%3,9960.3%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$849,855$155 0.0%5,4840.3%Medical
McDonald's Co. stock logo
MCD
McDonald's
$792,868$26,686 -3.3%2,6740.3%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$735,726$2,079 -0.3%2,1230.3%Retail/Wholesale
PIMCO Intermediate Municipal Bond Exchange-Traded Fund stock logo
MUNI
PIMCO Intermediate Municipal Bond Exchange-Traded Fund
$652,872$652,872 New Holding12,3650.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$645,564$475 -0.1%1,3580.2%Finance
Paychex, Inc. stock logo
PAYX
Paychex
$615,441$10,243 -1.6%5,1670.2%Business Services
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$614,342$10,717 -1.7%2,6370.2%Business Services
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$604,1520.0%5,1540.2%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$600,894$1,529 -0.3%3,5380.2%Consumer Staples
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$599,057$2,619 -0.4%2,2870.2%Industrial Products
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$591,685$4,143 -0.7%7140.2%Industrial Products
Emerson Electric Co. stock logo
EMR
Emerson Electric
$590,8900.0%6,0710.2%Industrial Products
Linde plc stock logo
LIN
Linde
$590,1900.0%1,4370.2%Basic Materials
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$576,946$24,616 4.5%3,7970.2%Retail/Wholesale
Elevance Health, Inc. stock logo
ELV
Elevance Health
$568,701$25,936 -4.4%1,2060.2%Medical
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$550,056$15,601 -2.8%2,3270.2%Transportation
Analog Devices, Inc. stock logo
ADI
Analog Devices
$532,736$15,885 -2.9%2,6830.2%Computer and Technology
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$526,3560.0%2,0070.2%ETF
Aflac Incorporated stock logo
AFL
Aflac
$512,738$4,208 -0.8%6,2150.2%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$509,014$2,289 -0.4%4,6690.2%Medical
FactSet Research Systems Inc. stock logo
FDS
FactSet Research Systems
$497,5630.0%1,0430.2%Business Services
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$495,650$5,473 1.1%13,0400.2%ETF
Stryker Co. stock logo
SYK
Stryker
$483,628$15,572 -3.1%1,6150.2%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$472,256$423 -0.1%3,3510.2%Computer and Technology
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$467,518$115 0.0%8,1110.2%Industrial Products
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$452,525$7,426 -1.6%1,0360.2%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$443,159$17,432 -3.8%7,2960.2%Utilities
Target Co. stock logo
TGT
Target
$433,050$285 -0.1%3,0410.2%Retail/Wholesale
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$431,584$770 0.2%3,9210.2%Medical
Oracle Co. stock logo
ORCL
Oracle
$430,049$105 0.0%4,0790.2%Computer and Technology
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$421,652$548 -0.1%1,5400.2%Basic Materials
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$415,975$1,264 -0.3%1,9750.2%Aerospace
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$395,137$8,999 -2.2%3,9520.1%Oils/Energy
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$392,3860.0%6,7270.1%ETF
General Dynamics Co. stock logo
GD
General Dynamics
$381,196$260 0.1%1,4680.1%Aerospace
BlackRock, Inc. stock logo
BLK
BlackRock
$380,734$12,989 -3.3%4690.1%Finance
Sysco Co. stock logo
SYY
Sysco
$372,524$366 0.1%5,0940.1%Consumer Staples
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$365,7450.0%1,5000.1%Medical
Consolidated Edison, Inc. stock logo
ED
Consolidated Edison
$364,699$182 0.0%4,0090.1%Utilities
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$356,3840.0%3,7990.1%Retail/Wholesale
ConocoPhillips stock logo
COP
ConocoPhillips
$321,514$464 0.1%2,7700.1%Oils/Energy
Phillips 66 stock logo
PSX
Phillips 66
$311,281$133 0.0%2,3380.1%Oils/Energy
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$302,8520.0%2,7130.1%ETF
Novartis AG stock logo
NVS
Novartis
$299,7800.0%2,9690.1%Medical
Duke Energy Co. stock logo
DUK
Duke Energy
$290,344$97 0.0%2,9920.1%Utilities
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$289,631$152 0.1%5,7330.1%Computer and Technology
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$283,210$159 -0.1%3,5530.1%Consumer Staples
Medtronic plc stock logo
MDT
Medtronic
$278,6090.0%3,3820.1%Medical
Pfizer Inc. stock logo
PFE
Pfizer
$273,246$298,149 -52.2%9,4910.1%Medical
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$272,3540.0%4,6990.1%ETF
The Clorox Company stock logo
CLX
Clorox
$271,919$285 0.1%1,9070.1%Consumer Staples
Visa Inc. stock logo
V
Visa
$270,7640.0%1,0400.1%Business Services
General Electric stock logo
GE
General Electric
$267,002$17,613 -6.2%2,0920.1%Multi-Sector Conglomerates
Alphabet Inc. stock logo
GOOGL
Alphabet
$266,495$1,117 -0.4%1,9080.1%Computer and Technology
Philip Morris International Inc. stock logo
PM
Philip Morris International
$258,814$282 0.1%2,7510.1%Consumer Staples
Eversource Energy stock logo
ES
Eversource Energy
$258,113$247 0.1%4,1820.1%Utilities
Morgan Stanley stock logo
MS
Morgan Stanley
$244,968$839 -0.3%2,6270.1%Financial Services
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$242,524$2,375 -1.0%6,4330.1%Computer and Technology
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$236,9410.0%8750.1%ETF
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$234,834$168 -0.1%2,7900.1%Utilities
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$234,441$234,441 New Holding1,2180.1%ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: