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.