| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QYLD | Exit | GLOBAL X FDScall | $0 | – | -50,000 | -100.0% | -0.00% | – |
| T | Exit | AT&T INC | $0 | – | -10,662 | -100.0% | -0.07% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -749 | -100.0% | -0.09% | – |
| SJM | Exit | SMUCKER J M CO | $0 | – | -1,656 | -100.0% | -0.09% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -6,496 | -100.0% | -0.09% | – |
| MS | Exit | MORGAN STANLEY | $0 | – | -2,636 | -100.0% | -0.09% | – |
| VOOG | Exit | VANGUARD ADMIRAL FDS INC500 grth idx f | $0 | – | -875 | -100.0% | -0.09% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -5,656 | -100.0% | -0.10% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -3,485 | -100.0% | -0.10% | – |
| WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -2,792 | -100.0% | -0.10% | – |
| V | Exit | VISA INC | $0 | – | -1,040 | -100.0% | -0.10% | – |
| ES | Exit | EVERSOURCE ENERGY | $0 | – | -4,178 | -100.0% | -0.11% | – |
| Exit | GENERAL ELECTRIC CO | $0 | – | -2,230 | -100.0% | -0.11% | – | |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -1,916 | -100.0% | -0.11% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -4,699 | -100.0% | -0.11% | – |
| CLX | Exit | CLOROX CO DEL | $0 | – | -1,905 | -100.0% | -0.11% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -3,555 | -100.0% | -0.11% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -2,748 | -100.0% | -0.11% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -2,991 | -100.0% | -0.12% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -3,382 | -100.0% | -0.12% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -2,337 | -100.0% | -0.12% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -2,713 | -100.0% | -0.12% | – |
| NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -2,969 | -100.0% | -0.13% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -5,730 | -100.0% | -0.13% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -485 | -100.0% | -0.14% | – |
| MMM | Exit | 3M CO | $0 | – | -3,402 | -100.0% | -0.14% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -1,467 | -100.0% | -0.14% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -2,766 | -100.0% | -0.14% | – |
| TGT | Exit | TARGET CORP | $0 | – | -3,043 | -100.0% | -0.15% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -5,089 | -100.0% | -0.15% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -3,799 | -100.0% | -0.15% | – |
| ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -4,011 | -100.0% | -0.15% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -1,981 | -100.0% | -0.15% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -3,914 | -100.0% | -0.16% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -1,500 | -100.0% | -0.17% | – |
| VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -6,727 | -100.0% | -0.17% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -1,053 | -100.0% | -0.18% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -4,080 | -100.0% | -0.19% | – |
| JCI | Exit | JOHNSON CTLS INTL PLC | $0 | – | -8,109 | -100.0% | -0.19% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -7,583 | -100.0% | -0.19% | – |
| ESML | Exit | ISHARES TResg aware msci | $0 | – | -12,896 | -100.0% | -0.19% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -1,542 | -100.0% | -0.19% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -3,354 | -100.0% | -0.19% | – |
| SYK | Exit | STRYKER CORPORATION | $0 | – | -1,667 | -100.0% | -0.20% | – |
| FDS | Exit | FACTSET RESH SYS INC | $0 | – | -1,043 | -100.0% | -0.20% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -3,635 | -100.0% | -0.20% | – |
| NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -2,393 | -100.0% | -0.20% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -2,007 | -100.0% | -0.20% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -4,042 | -100.0% | -0.21% | – |
| AFL | Exit | AFLAC INC | $0 | – | -6,266 | -100.0% | -0.21% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -4,690 | -100.0% | -0.21% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -2,763 | -100.0% | -0.21% | – |
| GWW | Exit | GRAINGER W W INC | $0 | – | -719 | -100.0% | -0.22% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -2,297 | -100.0% | -0.23% | – |
| Exit | LINDE PLC | $0 | – | -1,437 | -100.0% | -0.23% | – | |
| ANTM | Exit | ELEVANCE HEALTH INC | $0 | – | -1,261 | -100.0% | -0.24% | – |
| DVY | Exit | ISHARES TRselect divid etf | $0 | – | -5,154 | -100.0% | -0.24% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -1,359 | -100.0% | -0.25% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -6,071 | -100.0% | -0.26% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -3,547 | -100.0% | -0.26% | – |
| PAYX | Exit | PAYCHEX INC | $0 | – | -5,253 | -100.0% | -0.26% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -2,129 | -100.0% | -0.28% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -2,683 | -100.0% | -0.28% | – |
| PFE | Exit | PFIZER INC | $0 | – | -19,847 | -100.0% | -0.29% | – |
| Exit | DIMENSIONAL ETF TRUSTintl core equity | $0 | – | -29,244 | -100.0% | -0.30% | – | |
| MCD | Exit | MCDONALDS CORP | $0 | – | -2,764 | -100.0% | -0.32% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -5,477 | -100.0% | -0.35% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -5,483 | -100.0% | -0.36% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -4,049 | -100.0% | -0.37% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -2,461 | -100.0% | -0.38% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -8,958 | -100.0% | -0.40% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -29,394 | -100.0% | -0.43% | – |
| CINF | Exit | CINCINNATI FINL CORP | $0 | – | -10,096 | -100.0% | -0.45% | – |
| WMT | Exit | WALMART INC | $0 | – | -6,966 | -100.0% | -0.48% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -8,335 | -100.0% | -0.53% | – |
| SHM | Exit | SPDR SER TRnuveen blmbrg sh | $0 | – | -28,102 | -100.0% | -0.56% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -6,272 | -100.0% | -0.57% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -34,497 | -100.0% | -0.62% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -28,329 | -100.0% | -0.62% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -3 | -100.0% | -0.69% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -10,992 | -100.0% | -0.74% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -30,346 | -100.0% | -0.97% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -17,253 | -100.0% | -1.04% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -50,840 | -100.0% | -1.05% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -7,336 | -100.0% | -1.12% | – |
| BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -39,989 | -100.0% | -1.26% | – |
| LLY | Exit | ELI LILLY & CO | $0 | – | -5,766 | -100.0% | -1.35% | – |
| AAPL | Exit | APPLE INC | $0 | – | -19,351 | -100.0% | -1.44% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -53,635 | -100.0% | -1.75% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -90,275 | -100.0% | -1.89% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -20,580 | -100.0% | -1.90% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -68,638 | -100.0% | -2.27% | – |
| DFAI | Exit | DIMENSIONAL ETF TRUSTintl core eqt mk | $0 | – | -225,580 | -100.0% | -2.56% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -38,163 | -100.0% | -2.58% | – |
| Exit | DIMENSIONAL ETF TRUSTworld ex us core | $0 | – | -276,759 | -100.0% | -2.71% | – | |
| VWOB | Exit | VANGUARD WHITEHALL FDSem mk gov bd etf | $0 | – | -112,227 | -100.0% | -2.89% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -178,326 | -100.0% | -3.04% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -26,389 | -100.0% | -3.63% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -35,422 | -100.0% | -4.20% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -128,901 | -100.0% | -4.24% | – |
| DFAS | Exit | DIMENSIONAL ETF TRUSTus small cap etf | $0 | – | -220,031 | -100.0% | -5.03% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -79,076 | -100.0% | -6.51% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -384,510 | -100.0% | -7.32% | – |
| DFUS | Exit | DIMENSIONAL ETF TRUSTus equity etf | $0 | – | -455,175 | -100.0% | -9.22% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -134,041 | -100.0% | -11.42% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 20 | Q3 2023 | 12.9% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 9.0% |
| VANGUARD TAX-MANAGED INTL FD | 20 | Q3 2023 | 8.6% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 7.5% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 6.0% |
| MICROSOFT CORP | 20 | Q3 2023 | 5.5% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 3.8% |
| VANGUARD INTL EQUITY INDEX F | 20 | Q3 2023 | 3.0% |
| VANGUARD SPECIALIZED FUNDS | 20 | Q3 2023 | 2.6% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 5.5% |
View Hurlow Wealth Management Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-13 |
| 13F-HR | 2022-02-02 |
View Hurlow Wealth Management Group, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.