150 is the total number of securities Hurlow Wealth Management Group, Inc. has owned. The longest Hurlow Wealth Management Group, Inc. has owned a single stock is 20 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
VV | VANGUARD INDEX FDS | 20 | 20 | 7.28% | 10.55% | 12.94% | Q4 2018 | Q3 2023 | 20 |
VB | VANGUARD INDEX FDS | 20 | 20 | 5.46% | 7.18% | 9.02% | Q4 2018 | Q3 2023 | 20 |
VEA | VANGUARD TAX-MANAGED I... | 20 | 20 | 3.64% | 6.63% | 8.64% | Q4 2018 | Q3 2023 | 20 |
VUG | VANGUARD INDEX FDS | 20 | 20 | 3.92% | 6.07% | 7.50% | Q4 2018 | Q3 2023 | 20 |
VNQ | VANGUARD INDEX FDS | 20 | 20 | 4.24% | 5.07% | 6.04% | Q4 2018 | Q3 2023 | 20 |
MSFT | MICROSOFT CORP | 20 | 20 | 3.28% | 4.28% | 5.50% | Q4 2018 | Q3 2023 | 20 |
VTI | VANGUARD INDEX FDS | 20 | 20 | 1.90% | 2.92% | 3.79% | Q4 2018 | Q3 2023 | 20 |
VWO | VANGUARD INTL EQUITY I... | 20 | 20 | 0.94% | 2.23% | 3.04% | Q4 2018 | Q3 2023 | 20 |
VIG | VANGUARD SPECIALIZED F... | 20 | 20 | 1.38% | 2.17% | 2.65% | Q4 2018 | Q3 2023 | 20 |
SCHX | SCHWAB STRATEGIC TR | 20 | 20 | 0.62% | 2.15% | 5.49% | Q4 2018 | Q3 2023 | 20 |
VTV | VANGUARD INDEX FDS | 20 | 20 | 1.04% | 2.06% | 3.65% | Q4 2018 | Q3 2023 | 20 |
AAPL | APPLE INC | 20 | 20 | 1.11% | 1.57% | 2.06% | Q4 2018 | Q3 2023 | 20 |
SCHA | SCHWAB STRATEGIC TR | 20 | 20 | 0.62% | 1.49% | 3.01% | Q4 2018 | Q3 2023 | 20 |
BRKB | BERKSHIRE HATHAWAY INC... | 20 | 20 | 1.06% | 1.39% | 1.68% | Q4 2018 | Q3 2023 | 20 |
SCHF | SCHWAB STRATEGIC TR | 20 | 20 | 0.21% | 1.14% | 3.11% | Q4 2018 | Q3 2023 | 20 |
LLY | LILLY ELI & CO | 20 | 20 | 0.82% | 1.04% | 1.35% | Q4 2018 | Q3 2023 | 20 |
JNJ | JOHNSON & JOHNSON | 20 | 20 | 0.62% | 0.87% | 1.12% | Q4 2018 | Q3 2023 | 20 |
PG | PROCTER & GAMBLE CO | 20 | 20 | 0.53% | 0.79% | 1.02% | Q4 2018 | Q3 2023 | 20 |
VO | VANGUARD INDEX FDS | 20 | 20 | 0.49% | 0.79% | 1.02% | Q4 2018 | Q3 2023 | 20 |
WMT | WALMART INC | 20 | 20 | 0.47% | 0.69% | 0.96% | Q4 2018 | Q3 2023 | 20 |
CINF | CINCINNATI FINL CORP | 20 | 20 | 0.42% | 0.63% | 0.85% | Q4 2018 | Q3 2023 | 20 |
PFE | PFIZER INC | 20 | 20 | 0.29% | 0.58% | 0.85% | Q4 2018 | Q3 2023 | 20 |
JPM | JPMORGAN CHASE & CO | 20 | 20 | 0.35% | 0.57% | 0.83% | Q4 2018 | Q3 2023 | 20 |
LOW | LOWES COS INC | 20 | 20 | 0.37% | 0.53% | 0.69% | Q4 2018 | Q3 2023 | 20 |
MMM | 3M CO | 20 | 20 | 0.14% | 0.51% | 0.96% | Q4 2018 | Q3 2023 | 20 |
MCD | MCDONALDS CORP | 20 | 20 | 0.32% | 0.48% | 0.68% | Q4 2018 | Q3 2023 | 20 |
NEE | NEXTERA ENERGY INC | 20 | 20 | 0.19% | 0.46% | 0.60% | Q4 2018 | Q3 2023 | 20 |
PAYX | PAYCHEX INC | 20 | 20 | 0.25% | 0.45% | 0.60% | Q4 2018 | Q3 2023 | 20 |
NSC | NORFOLK SOUTHN CORP | 20 | 20 | 0.20% | 0.44% | 0.63% | Q4 2018 | Q3 2023 | 20 |
HD | HOME DEPOT INC | 20 | 20 | 0.28% | 0.42% | 0.55% | Q4 2018 | Q3 2023 | 20 |
ADP | AUTOMATIC DATA PROCESS... | 20 | 20 | 0.25% | 0.41% | 0.56% | Q4 2018 | Q3 2023 | 20 |
PEP | PEPSICO INC | 20 | 20 | 0.26% | 0.41% | 0.56% | Q4 2018 | Q3 2023 | 20 |
DVY | ISHARES TR | 20 | 20 | 0.24% | 0.41% | 0.58% | Q4 2018 | Q3 2023 | 20 |
ITW | ILLINOIS TOOL WKS INC | 20 | 20 | 0.23% | 0.37% | 0.47% | Q4 2018 | Q3 2023 | 20 |
ADI | ANALOG DEVICES INC | 20 | 20 | 0.21% | 0.37% | 0.50% | Q4 2018 | Q3 2023 | 20 |
EMR | EMERSON ELEC CO | 20 | 20 | 0.24% | 0.36% | 0.51% | Q4 2018 | Q3 2023 | 20 |
XOM | EXXON MOBIL CORP | 20 | 20 | 0.16% | 0.35% | 1.12% | Q4 2018 | Q3 2023 | 20 |
APD | AIR PRODS & CHEMS INC | 20 | 20 | 0.19% | 0.35% | 0.51% | Q4 2018 | Q3 2023 | 20 |
ABBV | ABBVIE INC | 20 | 20 | 0.25% | 0.35% | 0.46% | Q4 2018 | Q3 2023 | 20 |
TGT | TARGET CORP | 20 | 20 | 0.15% | 0.33% | 0.48% | Q4 2018 | Q3 2023 | 20 |
BDX | BECTON DICKINSON & CO | 20 | 20 | 0.17% | 0.32% | 0.50% | Q4 2018 | Q3 2023 | 20 |
CSCO | CISCO SYS INC | 20 | 20 | 0.13% | 0.32% | 0.75% | Q4 2018 | Q3 2023 | 20 |
ABT | ABBOTT LABS | 20 | 20 | 0.16% | 0.32% | 0.43% | Q4 2018 | Q3 2023 | 20 |
FDS | FACTSET RESH SYS INC | 20 | 20 | 0.18% | 0.32% | 0.44% | Q4 2018 | Q3 2023 | 20 |
JCI | JOHNSON CTLS INTL PLC | 20 | 20 | 0.19% | 0.31% | 0.40% | Q4 2018 | Q3 2023 | 20 |
SYY | SYSCO CORP | 20 | 20 | 0.15% | 0.30% | 0.50% | Q4 2018 | Q3 2023 | 20 |
GOOG | ALPHABET INC | 20 | 20 | 0.15% | 0.30% | 0.47% | Q4 2018 | Q3 2023 | 20 |
AFL | AFLAC INC | 20 | 20 | 0.19% | 0.29% | 0.52% | Q4 2018 | Q3 2023 | 20 |
AMZN | AMAZON COM INC | 20 | 20 | 0.13% | 0.29% | 0.53% | Q4 2018 | Q3 2023 | 20 |
SYK | STRYKER CORPORATION | 20 | 20 | 0.19% | 0.29% | 0.41% | Q4 2018 | Q3 2023 | 20 |
ES | EVERSOURCE ENERGY | 20 | 20 | 0.11% | 0.28% | 0.43% | Q4 2018 | Q3 2023 | 20 |
VZ | VERIZON COMMUNICATIONS... | 20 | 20 | 0.09% | 0.27% | 0.44% | Q4 2018 | Q3 2023 | 20 |
CLX | CLOROX CO DEL | 20 | 20 | 0.11% | 0.27% | 0.42% | Q4 2018 | Q3 2023 | 20 |
GD | GENERAL DYNAMICS CORP | 20 | 20 | 0.14% | 0.26% | 0.43% | Q4 2018 | Q3 2023 | 20 |
T | AT&T INC | 20 | 20 | 0.07% | 0.26% | 0.44% | Q4 2018 | Q3 2023 | 20 |
ED | CONSOLIDATED EDISON INC | 20 | 20 | 0.15% | 0.26% | 0.39% | Q4 2018 | Q3 2023 | 20 |
MDT | MEDTRONIC PLC | 20 | 20 | 0.11% | 0.25% | 0.41% | Q4 2018 | Q3 2023 | 20 |
MRK | MERCK & CO. INC | 20 | 20 | 0.14% | 0.25% | 0.34% | Q4 2018 | Q3 2023 | 20 |
GWW | GRAINGER W W INC | 20 | 20 | 0.18% | 0.24% | 0.29% | Q4 2018 | Q3 2023 | 20 |
WEC | WEC ENERGY GROUP INC | 20 | 20 | 0.10% | 0.23% | 0.38% | Q4 2018 | Q3 2023 | 20 |
BLK | BLACKROCK INC | 20 | 20 | 0.14% | 0.23% | 0.29% | Q4 2018 | Q3 2023 | 20 |
NVS | NOVARTIS AG | 20 | 20 | 0.13% | 0.22% | 0.38% | Q4 2018 | Q3 2023 | 20 |
DUK | DUKE ENERGY CORP NEW | 20 | 20 | 0.12% | 0.20% | 0.29% | Q4 2018 | Q3 2023 | 20 |
VYM | VANGUARD WHITEHALL FDS... | 20 | 20 | 0.12% | 0.20% | 0.28% | Q4 2018 | Q3 2023 | 20 |
VWOB | VANGUARD WHITEHALL FDS... | 19 | 19 | 0.22% | 3.29% | 4.50% | Q1 2019 | Q3 2023 | 19 |
ORCL | ORACLE CORP | 19 | 19 | 0.14% | 0.20% | 0.25% | Q1 2019 | Q3 2023 | 19 |
TJX | TJX COS INC NEW | 13 | 6 | 0.12% | 0.19% | 0.27% | Q4 2018 | Q3 2023 | 19 |
CL | COLGATE PALMOLIVE CO | 19 | 19 | 0.11% | 0.17% | 0.24% | Q1 2019 | Q3 2023 | 19 |
DIS | DISNEY WALT CO | 18 | 18 | 0.10% | 0.26% | 0.37% | Q4 2018 | Q1 2023 | 18 |
LHX | L3HARRIS TECHNOLOGIES INC | 17 | 17 | 0.15% | 0.36% | 0.63% | Q3 2019 | Q3 2023 | 17 |
LIN | LINDE PLC | 17 | 17 | 0.23% | 0.31% | 0.39% | Q4 2018 | Q4 2022 | 17 |
ANTM | ELEVANCE HEALTH INC | 13 | 1 | 0.17% | 0.26% | 0.38% | Q4 2018 | Q3 2023 | 17 |
VCIT | VANGUARD SCOTTSDALE FDS | 16 | 16 | 0.20% | 2.17% | 2.96% | Q4 2019 | Q3 2023 | 16 |
VCSH | VANGUARD SCOTTSDALE FDS | 16 | 16 | 0.33% | 1.62% | 2.24% | Q4 2019 | Q3 2023 | 16 |
HYG | ISHARES TR | 16 | 16 | 0.30% | 0.74% | 0.97% | Q4 2019 | Q3 2023 | 16 |
PM | PHILIP MORRIS INTL INC | 13 | 1 | 0.11% | 0.16% | 0.24% | Q1 2019 | Q3 2023 | 16 |
SIRI | SIRIUS XM HOLDINGS INC | 16 | 16 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q3 2022 | 16 |
SCHZ | SCHWAB STRATEGIC TR | 14 | 14 | 0.23% | 1.60% | 3.74% | Q4 2018 | Q1 2022 | 14 |
BIV | VANGUARD BD INDEX FDS | 14 | 14 | 1.18% | 1.43% | 1.63% | Q2 2020 | Q3 2023 | 14 |
VTIP | VANGUARD MALVERN FDS | 14 | 14 | 0.32% | 0.97% | 1.27% | Q2 2020 | Q3 2023 | 14 |
VTEB | VANGUARD MUN BD FDS | 13 | 13 | 0.21% | 1.08% | 1.93% | Q3 2020 | Q3 2023 | 13 |
BRKA | BERKSHIRE HATHAWAY INC... | 13 | 13 | 0.47% | 0.58% | 0.73% | Q3 2020 | Q3 2023 | 13 |
VFC | V F CORP | 13 | 13 | 0.13% | 0.26% | 0.38% | Q4 2018 | Q4 2021 | 13 |
SCHE | SCHWAB STRATEGIC TR | 11 | 1 | 0.14% | 0.74% | 1.54% | Q4 2018 | Q4 2021 | 12 |
COP | CONOCOPHILLIPS | 7 | 5 | 0.12% | 0.24% | 0.46% | Q4 2018 | Q3 2023 | 12 |
GIS | GENERAL MLS INC | 7 | 2 | 0.10% | 0.17% | 0.22% | Q1 2019 | Q3 2023 | 12 |
PSX | PHILLIPS 66 | 5 | 1 | 0.10% | 0.23% | 0.39% | Q4 2018 | Q3 2023 | 11 |
MS | MORGAN STANLEY | 7 | 3 | 0.09% | 0.13% | 0.16% | Q1 2021 | Q3 2023 | 10 |
QQQ | INVESCO QQQ TR | 5 | 4 | 0.14% | 0.22% | 0.38% | Q1 2021 | Q3 2023 | 9 |
WFC | WELLS FARGO CO NEW | 4 | 1 | 0.13% | 0.19% | 0.26% | Q4 2018 | Q1 2022 | 9 |
SCHD | SCHWAB STRATEGIC TR | 8 | 8 | 0.19% | 1.14% | 1.56% | Q4 2018 | Q3 2020 | 8 |
CVX | CHEVRON CORP NEW | 8 | 8 | 0.20% | 0.35% | 0.49% | Q4 2018 | Q3 2020 | 8 |
ESML | ISHARES TR | 7 | 1 | 0.14% | 0.17% | 0.20% | Q3 2021 | Q3 2023 | 8 |
SJM | SMUCKER J M CO | 6 | 2 | 0.09% | 0.15% | 0.25% | Q1 2019 | Q3 2023 | 8 |
DFUS | DIMENSIONAL ETF TRUST | 6 | 1 | 8.22% | 8.94% | 9.68% | Q3 2021 | Q3 2023 | 7 |
DFAI | DIMENSIONAL ETF TRUST | 7 | 7 | 0.83% | 1.93% | 2.58% | Q1 2022 | Q3 2023 | 7 |
NFLX | NETFLIX INC | 7 | 7 | 0.31% | 0.74% | 0.94% | Q4 2018 | Q2 2020 | 7 |
GM | GENERAL MTRS CO | 6 | 1 | 0.09% | 0.20% | 0.26% | Q4 2020 | Q2 2023 | 7 |
INTC | INTEL CORP | 3 | 1 | 0.14% | 0.19% | 0.23% | Q1 2019 | Q4 2021 | 7 |
SHW | SHERWIN WILLIAMS CO | 6 | 1 | 0.10% | 0.16% | 0.21% | Q3 2021 | Q2 2023 | 7 |
DFAS | DIMENSIONAL ETF TRUST | 6 | 6 | 4.64% | 4.84% | 5.03% | Q2 2022 | Q3 2023 | 6 |
DIMENSIONAL ETF TRUST | 6 | 6 | 2.62% | 2.97% | 3.65% | Q2 2022 | Q3 2023 | 6 | |
SCHH | SCHWAB STRATEGIC TR | 6 | 6 | 0.63% | 0.79% | 0.91% | Q4 2018 | Q1 2020 | 6 |
SCHC | SCHWAB STRATEGIC TR | 6 | 6 | 0.58% | 0.67% | 0.72% | Q4 2018 | Q1 2020 | 6 |
SCHP | SCHWAB STRATEGIC TR | 6 | 6 | 0.16% | 0.43% | 0.76% | Q3 2019 | Q4 2020 | 6 |
EV | EATON VANCE CORP | 5 | 1 | 0.22% | 0.23% | 0.25% | Q4 2018 | Q4 2020 | 6 |
SPY | SPDR S&P 500 ETF TR | 3 | 1 | 0.09% | 0.17% | 0.28% | Q2 2021 | Q3 2023 | 6 |
GOOGL | ALPHABET INC | 3 | 1 | 0.10% | 0.15% | 0.25% | Q1 2021 | Q3 2023 | 6 |
XLY | SELECT SECTOR SPDR TR | 5 | 1 | 0.09% | 0.14% | 0.16% | Q1 2021 | Q2 2023 | 6 |
SHM | SPDR SER TR | 5 | 5 | 0.56% | 0.62% | 0.71% | Q3 2022 | Q3 2023 | 5 |
MUB | ISHARES TR | 5 | 5 | 0.40% | 0.42% | 0.46% | Q3 2022 | Q3 2023 | 5 |
UTX | UNITED TECHNOLOGIES CORP | 5 | 5 | 0.31% | 0.32% | 0.34% | Q4 2018 | Q4 2019 | 5 |
MGPI | MGP INGREDIENTS INC NEW | 5 | 5 | 0.22% | 0.31% | 0.42% | Q4 2018 | Q4 2019 | 5 |
BFB | BROWN FORMAN CORP | 2 | 1 | 0.14% | 0.19% | 0.22% | Q3 2019 | Q2 2021 | 5 |
PYPL | PAYPAL HLDGS INC | 5 | 5 | 0.16% | 0.18% | 0.19% | Q4 2020 | Q4 2021 | 5 |
PTN | PALATIN TECHNOLOGIES INC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q4 2019 | 5 |
AMLP | ALPS ETF TR | 4 | 4 | 0.10% | 2.65% | 3.60% | Q4 2018 | Q3 2019 | 4 |
CORP | PIMCO ETF TR | 4 | 4 | 0.30% | 0.87% | 1.12% | Q4 2018 | Q3 2019 | 4 |
IGIB | ISHARES TR | 4 | 4 | 0.25% | 0.81% | 1.04% | Q3 2019 | Q2 2020 | 4 |
DIMENSIONAL ETF TRUST | 4 | 4 | 0.21% | 0.24% | 0.30% | Q4 2022 | Q3 2023 | 4 | |
RTX | RAYTHEON TECHNOLOGIES ... | 3 | 1 | 0.10% | 0.12% | 0.14% | Q2 2022 | Q2 2023 | 4 |
WM | WASTE MGMT INC DEL | 2 | 1 | 0.09% | 0.11% | 0.12% | Q1 2022 | Q2 2023 | 4 |
SCHO | SCHWAB STRATEGIC TR | 3 | 3 | 0.29% | 0.35% | 0.41% | Q3 2019 | Q1 2020 | 3 |
LINDE PLC | 3 | 3 | 0.23% | 0.23% | 0.24% | Q1 2023 | Q3 2023 | 3 | |
PII | POLARIS INDS INC | 2 | 1 | 0.14% | 0.17% | 0.22% | Q1 2019 | Q2 2021 | 3 |
VGSH | VANGUARD SCOTTSDALE FDS | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
MLPA | GLOBAL X FDS | 3 | 3 | 0.12% | 0.13% | 0.13% | Q4 2018 | Q2 2019 | 3 |
VOO | VANGUARD INDEX FDS | 3 | 3 | 0.10% | 0.13% | 0.18% | Q1 2023 | Q3 2023 | 3 |
VXUS | VANGUARD STAR FDS | 2 | 1 | 0.11% | 0.12% | 0.14% | Q2 2021 | Q3 2023 | 3 |
GENERAL ELECTRIC CO | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 | |
HRS | HARRIS CORP DEL | 2 | 2 | 0.52% | 0.53% | 0.54% | Q4 2018 | Q1 2019 | 2 |
EEM | ISHARES TR | 2 | 2 | 0.27% | 0.27% | 0.28% | Q1 2019 | Q2 2019 | 2 |
CVS | CVS HEALTH CORP | 2 | 2 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q1 2021 | 2 |
KR | KROGER CO | 2 | 2 | 0.20% | 0.21% | 0.22% | Q1 2020 | Q2 2020 | 2 |
IWB | ISHARES TR | 2 | 2 | 0.20% | 0.21% | 0.21% | Q2 2023 | Q3 2023 | 2 |
FDX | FEDEX CORP | 2 | 2 | 0.17% | 0.17% | 0.18% | Q4 2020 | Q1 2021 | 2 |
BP | BP PLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 2 |
QYLD | GLOBAL X FDS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TSLA | TESLA INC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2020 | Q2 2020 | 1 |
FFBC | FIRST FINL BANCORP OH | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2018 | Q4 2018 | 1 |
SO | SOUTHERN CO | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
FB | FACEBOOK INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
CMCSA | COMCAST CORP NEW | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
ZBRA | ZEBRA TECHNOLOGIES COR... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
V | VISA INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
VOOG | VANGUARD ADMIRAL FDS INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
XLK | SELECT SECTOR SPDR TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
CAT | CATERPILLAR INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
IQLT | ISHARES TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
WTER | ALKALINE WTR CO INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
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The securities at the top of the list , including VANGUARD INDEX FDS, VANGUARD INDEX FDS, and VANGUARD TAX-MANAGED INTL FD, are the highest-conviction holdings of Hurlow Wealth Management Group, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by Hurlow Wealth Management Group, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Hurlow Wealth Management Group, Inc. owns currently or has owned in the past.