Holdings Channel
EntityShares/Amount
Change
Position Value
Change
DFEM +12,161+$310
DIS +2,181+$267
META +501+$243
WFC +4,017+$233
AMD +1,186+$214
COST +283+$207
AVUV +2,187+$205
EntityShares/Amount
Change
Position Value
Change
MUNI -12,365-$653
SJM -1,654-$209
POWW -13,300-$28
EntityShares/Amount
Change
Position Value
Change
DFIC +15,498+$529
WMT +13,804+$158
DFAX +8,387+$498
DFAS +8,027+$1,125
VTEB +7,615+$338
VCIT +5,486+$377
VCSH +4,800+$367
VWO +4,067+$297
VTIP +3,802+$204
TJX +3,200+$354
EntityShares/Amount
Change
Position Value
Change
SHM -28,266-$1,362
PFE -1,746-$58
SCHA -1,254+$7
VIG -911+$300
AFL -873-$54
SCHX -722+$114
CSCO -470-$27
VTV -356+$163
VB -306+$1,139
Size ($ in 1000's)
At 03/31/2024: $283,316
At 12/31/2023: $264,045

Hurlow Wealth Management Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Hurlow Wealth Management Group Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Hurlow Wealth Management Group Inc.
As of  03/31/2024, we find all stocks held by Hurlow Wealth Management Group Inc. to be as follows, presented in the table below with each row detailing each Hurlow Wealth Management Group Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Hurlow Wealth Management Group Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Hurlow Wealth Management Group Inc. as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VV) 132,949 -240 $31,876
     VV132,949-240$31,876
DIMENSIONAL ETF TRUST (DFUS) 463,382 +2,872 $26,404
     DFUS463,382+2,872$26,404
VANGUARD TAX MANAGED FDS (VEA) 396,609 +1,114 $19,898
     VEA396,609+1,114$19,898
VANGUARD INDEX FDS (VB) 78,892 -306 $18,034
     VB78,892-306$18,034
DIMENSIONAL ETF TRUST (DFAS) 237,747 +8,027 $14,821
     DFAS237,747+8,027$14,821
VANGUARD INDEX FDS (VUG) 34,381 -302 $11,834
     VUG34,381-302$11,834
VANGUARD INDEX FDS (VNQ) 136,183 +1,879 $11,777
     VNQ136,183+1,879$11,777
MICROSOFT CORP 26,648 +1 $11,211
     MSFT26,648+1$11,211
VANGUARD INTL EQUITY INDEX F (VWO) 193,169 +4,067 $8,069
     VWO193,169+4,067$8,069
VANGUARD WHITEHALL FDS (VWOB) 115,602 +1,426 $7,381
     VWOB115,602+1,426$7,381
DIMENSIONAL ETF TRUST (DFAX) 286,894 +8,387 $7,299
     DFAX286,894+8,387$7,299
VANGUARD SCOTTSDALE FDS (VCIT) 89,121 +5,486 $7,175
     VCIT89,121+5,486$7,175
DIMENSIONAL ETF TRUST (DFAI) 234,342 +2,037 $7,082
     DFAI234,342+2,037$7,082
VANGUARD SPECIALIZED FUNDS (VIG) 37,333 -911 $6,817
     VIG37,333-911$6,817
VANGUARD MUN BD FDS (VTEB) 113,692 +7,615 $5,753
     VTEB113,692+7,615$5,753
VANGUARD SCOTTSDALE FDS (VCSH) 73,986 +4,800 $5,720
     VCSH73,986+4,800$5,720
VANGUARD INDEX FDS (VTI) 20,395 -151 $5,301
     VTI20,395-151$5,301
BERKSHIRE HATHAWAY INC DEL      $4,986
     BRK.B7,332-1$3,083
     BRK.A3UNCH$1,903
ELI LILLY & CO 5,935 +10 $4,617
     LLY5,935+10$4,617
VANGUARD BD INDEX FDS (BIV) 44,987 +2,448 $3,392
     BIV44,987+2,448$3,392
APPLE INC 19,318 -14 $3,313
     AAPL19,318-14$3,313
ISHARES TR (HYG) 38,039 +615 $2,957
     HYG38,039+615$2,957
DIMENSIONAL ETF TRUST (DFIC) 109,219 +15,498 $2,922
     DFIC109,219+15,498$2,922
VANGUARD MALVERN FDS (VTIP) 57,686 +3,802 $2,763
     VTIP57,686+3,802$2,763
VANGUARD INDEX FDS (VTV) 16,159 -356 $2,632
     VTV16,159-356$2,632
JOHNSON & JOHNSON 10,904 -85 $1,725
     JNJ10,904-85$1,725
SCHWAB STRATEGIC TR 27,315 -722 $1,695
     SCHX27,315-722$1,695
VANGUARD INDEX FDS (VO) 6,645 +387 $1,660
     VO6,645+387$1,660
SCHWAB STRATEGIC TR 33,141 -1,254 $1,632
     SCHA33,141-1,254$1,632
SPDR SER TR (SHM) 33,363 -28,266 $1,583
     SHM33,363-28,266$1,583
PROCTER AND GAMBLE CO 8,269 UNCH $1,342
     PG8,269UNCH$1,342
ISHARES TR (MUB) 12,207 +108 $1,313
     MUB12,207+108$1,313
CINCINNATI FINL CORP 10,230 +66 $1,270
     CINF10,230+66$1,270
WALMART INC 20,706 +13,804 $1,246
     WMT20,706+13,804$1,246
SCHWAB STRATEGIC TR 28,756 -77 $1,122
     SCHF28,756-77$1,122
JPMORGAN CHASE & CO 5,582 +7 $1,118
     JPM5,582+7$1,118
INVESCO QQQ TR 2,479 +20 $1,101
     QQQ2,479+20$1,101
LOWES COS INC 3,999 +3 $1,019
     LOW3,999+3$1,019
ABBVIE INC 5,486 +2 $999
     ABBV5,486+2$999
HOME DEPOT INC 2,109 -14 $809
     HD2,109-14$809
MCDONALDS CORP 2,674 UNCH $754
     MCD2,674UNCH$754
SPDR S&P 500 ETF TR (SPY) 1,368 +10 $716
     SPY1,368+10$716
TJX COS INC NEW 6,999 +3,200 $710
     TJX6,999+3,200$710
EMERSON ELEC CO 6,071 UNCH $689
     EMR6,071UNCH$689
AMAZON COM INC 3,800 +3 $685
     AMZN3,800+3$685
LINDE PLC 1,437 UNCH $667
     LIN1,437UNCH$667
ISHARES TR (DVY) 5,154 UNCH $635
     DVY5,154UNCH$635
PAYCHEX INC 5,167 UNCH $635
     PAYX5,167UNCH$635
ELEVANCE HEALTH INC 1,206 UNCH $625
     ELV1,206UNCH$625
MERCK & CO INC 4,677 +8 $617
     MRK4,677+8$617
PEPSICO INC 3,493 -45 $611
     PEP3,493-45$611
AUTOMATIC DATA PROCESSING IN 2,425 -212 $606
     ADP2,425-212$606
GRAINGER W W INC 587 -127 $597
     GWW587-127$597
ISHARES TR (IWB) 2,007 UNCH $578
     IWB2,007UNCH$578
STRYKER CORPORATION 1,615 UNCH $578
     SYK1,615UNCH$578
NORFOLK SOUTHN CORP 2,182 -145 $556
     NSC2,182-145$556
ILLINOIS TOOL WKS INC 2,062 -225 $553
     ITW2,062-225$553
TARGET CORP 3,058 +17 $542
     TGT3,058+17$542
ANALOG DEVICES INC 2,683 UNCH $531
     ADI2,683UNCH$531
JOHNSON CTLS INTL PLC 8,131 +20 $531
     JCI8,131+20$531
VANGUARD INDEX FDS (VOO) 1,094 +58 $526
     VOO1,094+58$526
ISHARES TR (ESML) 13,040 UNCH $525
     ESML13,040UNCH$525
ORACLE CORP 4,079 UNCH $512
     ORCL4,079UNCH$512
ALPHABET INC 3,343 -8 $509
     GOOG3,343-8$509
FACTSET RESH SYS INC 1,043 UNCH $474
     FDS1,043UNCH$474
NEXTERA ENERGY INC 7,244 -52 $463
     NEE7,244-52$463
AFLAC INC 5,342 -873 $459
     AFL5,342-873$459
EXXON MOBIL CORP 3,950 -2 $459
     XOM3,950-2$459
ABBOTT LABS 3,923 +2 $446
     ABT3,923+2$446
L3HARRIS TECHNOLOGIES INC 1,975 UNCH $421
     LHX1,975UNCH$421
GENERAL DYNAMICS CORP 1,471 +3 $416
     GD1,471+3$416
SYSCO CORP 5,095 +1 $414
     SYY5,095+1$414
VANGUARD SCOTTSDALE FDS (VGSH) 6,871 +144 $399
     VGSH6,871+144$399
BLACKROCK INC 470 +1 $392
     BLK470+1$392
PHILLIPS 66 2,338 UNCH $382
     PSX2,338UNCH$382
AIR PRODS & CHEMS INC 1,532 -8 $371
     APD1,532-8$371
GENERAL ELECTRIC CO 2,092 UNCH $367
     GE2,092UNCH$367
CONSOLIDATED EDISON INC 4,010 +1 $364
     ED4,010+1$364
CONOCOPHILLIPS 2,773 +3 $353
     COP2,773+3$353
VANGUARD WHITEHALL FDS (VYM) 2,713 UNCH $328
     VYM2,713UNCH$328
COLGATE PALMOLIVE CO 3,476 -77 $313
     CL3,476-77$313
DIMENSIONAL ETF TRUST (DFEM) 12,161 +12,161 $310
     DFEM12,161+12,161$310
BECTON DICKINSON & CO 1,230 -270 $304
     BDX1,230-270$304
MEDTRONIC PLC 3,395 +13 $296
     MDT3,395+13$296
ALPHABET INC 1,944 +36 $293
     GOOGL1,944+36$293
CLOROX CO DEL 1,907 UNCH $292
     CLX1,907UNCH$292
DUKE ENERGY CORP NEW 2,998 +6 $290
     DUK2,998+6$290
NOVARTIS AG 2,979 +10 $288
     NVS2,979+10$288
VANGUARD STAR FDS (VXUS) 4,699 UNCH $283
     VXUS4,699UNCH$283
VISA INC 986 -54 $275
     V986-54$275
CATERPILLAR INC 747 UNCH $274
     CAT747UNCH$274
WASTE MGMT INC DEL 1,274 UNCH $272
     WM1,274UNCH$272
VERIZON COMMUNICATIONS INC 6,446 +13 $270
     VZ6,446+13$270
DISNEY WALT CO 2,181 +2,181 $267
     DIS2,181+2,181$267
VANGUARD ADMIRAL FDS INC (VOOG) 875 UNCH $267
     VOOG875UNCH$267
CISCO SYS INC 5,263 -470 $263
     CSCO5,263-470$263
SELECT SECTOR SPDR TR (XLK) 1,218 UNCH $254
     XLK1,218UNCH$254
PHILIP MORRIS INTL INC 2,765 +14 $253
     PM2,765+14$253
MORGAN STANLEY 2,642 +15 $249
     MS2,642+15$249
META PLATFORMS INC 501 +501 $243
     META501+501$243
RTX CORPORATION 2,428 -21 $237
     RTX2,428-21$237
EVERSOURCE ENERGY 3,919 -263 $234
     ES3,919-263$234
SHERWIN WILLIAMS CO 675 +1 $234
     SHW675+1$234
WELLS FARGO CO NEW 4,017 +4,017 $233
     WFC4,017+4,017$233
GENERAL MLS INC 3,285 -204 $230
     GIS3,285-204$230
ISHARES TR (IQLT) 5,777 UNCH $229
     IQLT5,777UNCH$229
WEC ENERGY GROUP INC 2,790 UNCH $229
     WEC2,790UNCH$229
SELECT SECTOR SPDR TR (XLY) 1,240 UNCH $228
     XLY1,240UNCH$228
PFIZER INC 7,745 -1,746 $215
     PFE7,745-1,746$215
ADVANCED MICRO DEVICES INC 1,186 +1,186 $214
     AMD1,186+1,186$214
BP PLC 5,656 UNCH $213
     BP5,656UNCH$213
COSTCO WHSL CORP NEW 283 +283 $207
     COST283+283$207
AMERICAN CENTY ETF TR (AVUV) 2,187 +2,187 $205
     AVUV2,187+2,187$205
AT&T INC 10,667 +346 $188
     T10,667+346$188
PIMCO ETF TR $0 (exited)
     MUNI0-12,365$0
AMMO INC $0 (exited)
     POWW0-13,300$0
SMUCKER J M CO 0 -1,654 $0 (exited)
     SJM0-1,654$0

See Summary: Hurlow Wealth Management Group Inc. Top Holdings
See Details: Top 10 Stocks Held By Hurlow Wealth Management Group Inc.

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