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Entity | Shares/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 |
Entity | Shares/Amount Change | Position Value Change |
MUNI |
-12,365 | -$653 | SJM |
-1,654 | -$209 | POWW |
-13,300 | -$28 |
Entity | Shares/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 |
Entity | Shares/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: $264,045
Hurlow Wealth Management Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Hurlow Wealth Management Group Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Hurlow Wealth Management Group Inc. to be as follows, presented in the
table below with each row detailing each Hurlow Wealth Management Group Inc. position, ordered by largest to smallest position size.
The all-stocks-held-by-Hurlow Wealth Management Group Inc. table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Hurlow Wealth Management Group Inc. as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
VANGUARD INDEX FDS (VV) |
132,949 |
-240 |
$31,876 | VV | 132,949 | -240 | $31,876 | DIMENSIONAL ETF TRUST (DFUS) |
463,382 |
+2,872 |
$26,404 | DFUS | 463,382 | +2,872 | $26,404 | VANGUARD TAX MANAGED FDS (VEA) |
396,609 |
+1,114 |
$19,898 | VEA | 396,609 | +1,114 | $19,898 | VANGUARD INDEX FDS (VB) |
78,892 |
-306 |
$18,034 | VB | 78,892 | -306 | $18,034 | DIMENSIONAL ETF TRUST (DFAS) |
237,747 |
+8,027 |
$14,821 | DFAS | 237,747 | +8,027 | $14,821 | VANGUARD INDEX FDS (VUG) |
34,381 |
-302 |
$11,834 | VUG | 34,381 | -302 | $11,834 | VANGUARD INDEX FDS (VNQ) |
136,183 |
+1,879 |
$11,777 | VNQ | 136,183 | +1,879 | $11,777 | MICROSOFT CORP |
26,648 |
+1 |
$11,211 | MSFT | 26,648 | +1 | $11,211 | VANGUARD INTL EQUITY INDEX F (VWO) |
193,169 |
+4,067 |
$8,069 | VWO | 193,169 | +4,067 | $8,069 | VANGUARD WHITEHALL FDS (VWOB) |
115,602 |
+1,426 |
$7,381 | VWOB | 115,602 | +1,426 | $7,381 | DIMENSIONAL ETF TRUST (DFAX) |
286,894 |
+8,387 |
$7,299 | DFAX | 286,894 | +8,387 | $7,299 | VANGUARD SCOTTSDALE FDS (VCIT) |
89,121 |
+5,486 |
$7,175 | VCIT | 89,121 | +5,486 | $7,175 | DIMENSIONAL ETF TRUST (DFAI) |
234,342 |
+2,037 |
$7,082 | DFAI | 234,342 | +2,037 | $7,082 | VANGUARD SPECIALIZED FUNDS (VIG) |
37,333 |
-911 |
$6,817 | VIG | 37,333 | -911 | $6,817 | VANGUARD MUN BD FDS (VTEB) |
113,692 |
+7,615 |
$5,753 | VTEB | 113,692 | +7,615 | $5,753 | VANGUARD SCOTTSDALE FDS (VCSH) |
73,986 |
+4,800 |
$5,720 | VCSH | 73,986 | +4,800 | $5,720 | VANGUARD INDEX FDS (VTI) |
20,395 |
-151 |
$5,301 | VTI | 20,395 | -151 | $5,301 | BERKSHIRE HATHAWAY INC DEL |
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$4,986 | BRK.B | 7,332 | -1 | $3,083 | BRK.A | 3 | UNCH | $1,903 | ELI LILLY & CO |
5,935 |
+10 |
$4,617 | LLY | 5,935 | +10 | $4,617 | VANGUARD BD INDEX FDS (BIV) |
44,987 |
+2,448 |
$3,392 | BIV | 44,987 | +2,448 | $3,392 | APPLE INC |
19,318 |
-14 |
$3,313 | AAPL | 19,318 | -14 | $3,313 | ISHARES TR (HYG) |
38,039 |
+615 |
$2,957 | HYG | 38,039 | +615 | $2,957 | DIMENSIONAL ETF TRUST (DFIC) |
109,219 |
+15,498 |
$2,922 | DFIC | 109,219 | +15,498 | $2,922 | VANGUARD MALVERN FDS (VTIP) |
57,686 |
+3,802 |
$2,763 | VTIP | 57,686 | +3,802 | $2,763 | VANGUARD INDEX FDS (VTV) |
16,159 |
-356 |
$2,632 | VTV | 16,159 | -356 | $2,632 | JOHNSON & JOHNSON |
10,904 |
-85 |
$1,725 | JNJ | 10,904 | -85 | $1,725 | SCHWAB STRATEGIC TR |
27,315 |
-722 |
$1,695 | SCHX | 27,315 | -722 | $1,695 | VANGUARD INDEX FDS (VO) |
6,645 |
+387 |
$1,660 | VO | 6,645 | +387 | $1,660 | SCHWAB STRATEGIC TR |
33,141 |
-1,254 |
$1,632 | SCHA | 33,141 | -1,254 | $1,632 | SPDR SER TR (SHM) |
33,363 |
-28,266 |
$1,583 | SHM | 33,363 | -28,266 | $1,583 | PROCTER AND GAMBLE CO |
8,269 |
UNCH |
$1,342 | PG | 8,269 | UNCH | $1,342 | ISHARES TR (MUB) |
12,207 |
+108 |
$1,313 | MUB | 12,207 | +108 | $1,313 | CINCINNATI FINL CORP |
10,230 |
+66 |
$1,270 | CINF | 10,230 | +66 | $1,270 | WALMART INC |
20,706 |
+13,804 |
$1,246 | WMT | 20,706 | +13,804 | $1,246 | SCHWAB STRATEGIC TR |
28,756 |
-77 |
$1,122 | SCHF | 28,756 | -77 | $1,122 | JPMORGAN CHASE & CO |
5,582 |
+7 |
$1,118 | JPM | 5,582 | +7 | $1,118 | INVESCO QQQ TR |
2,479 |
+20 |
$1,101 | QQQ | 2,479 | +20 | $1,101 | LOWES COS INC |
3,999 |
+3 |
$1,019 | LOW | 3,999 | +3 | $1,019 | ABBVIE INC |
5,486 |
+2 |
$999 | ABBV | 5,486 | +2 | $999 | HOME DEPOT INC |
2,109 |
-14 |
$809 | HD | 2,109 | -14 | $809 | MCDONALDS CORP |
2,674 |
UNCH |
$754 | MCD | 2,674 | UNCH | $754 | SPDR S&P 500 ETF TR (SPY) |
1,368 |
+10 |
$716 | SPY | 1,368 | +10 | $716 | TJX COS INC NEW |
6,999 |
+3,200 |
$710 | TJX | 6,999 | +3,200 | $710 | EMERSON ELEC CO |
6,071 |
UNCH |
$689 | EMR | 6,071 | UNCH | $689 | AMAZON COM INC |
3,800 |
+3 |
$685 | AMZN | 3,800 | +3 | $685 | LINDE PLC |
1,437 |
UNCH |
$667 | LIN | 1,437 | UNCH | $667 | ISHARES TR (DVY) |
5,154 |
UNCH |
$635 | DVY | 5,154 | UNCH | $635 | PAYCHEX INC |
5,167 |
UNCH |
$635 | PAYX | 5,167 | UNCH | $635 | ELEVANCE HEALTH INC |
1,206 |
UNCH |
$625 | ELV | 1,206 | UNCH | $625 | MERCK & CO INC |
4,677 |
+8 |
$617 | MRK | 4,677 | +8 | $617 | PEPSICO INC |
3,493 |
-45 |
$611 | PEP | 3,493 | -45 | $611 | AUTOMATIC DATA PROCESSING IN |
2,425 |
-212 |
$606 | ADP | 2,425 | -212 | $606 | GRAINGER W W INC |
587 |
-127 |
$597 | GWW | 587 | -127 | $597 | ISHARES TR (IWB) |
2,007 |
UNCH |
$578 | IWB | 2,007 | UNCH | $578 | STRYKER CORPORATION |
1,615 |
UNCH |
$578 | SYK | 1,615 | UNCH | $578 | NORFOLK SOUTHN CORP |
2,182 |
-145 |
$556 | NSC | 2,182 | -145 | $556 | ILLINOIS TOOL WKS INC |
2,062 |
-225 |
$553 | ITW | 2,062 | -225 | $553 | TARGET CORP |
3,058 |
+17 |
$542 | TGT | 3,058 | +17 | $542 | ANALOG DEVICES INC |
2,683 |
UNCH |
$531 | ADI | 2,683 | UNCH | $531 | JOHNSON CTLS INTL PLC |
8,131 |
+20 |
$531 | JCI | 8,131 | +20 | $531 | VANGUARD INDEX FDS (VOO) |
1,094 |
+58 |
$526 | VOO | 1,094 | +58 | $526 | ISHARES TR (ESML) |
13,040 |
UNCH |
$525 | ESML | 13,040 | UNCH | $525 | ORACLE CORP |
4,079 |
UNCH |
$512 | ORCL | 4,079 | UNCH | $512 | ALPHABET INC |
3,343 |
-8 |
$509 | GOOG | 3,343 | -8 | $509 | FACTSET RESH SYS INC |
1,043 |
UNCH |
$474 | FDS | 1,043 | UNCH | $474 | NEXTERA ENERGY INC |
7,244 |
-52 |
$463 | NEE | 7,244 | -52 | $463 | AFLAC INC |
5,342 |
-873 |
$459 | AFL | 5,342 | -873 | $459 | EXXON MOBIL CORP |
3,950 |
-2 |
$459 | XOM | 3,950 | -2 | $459 | ABBOTT LABS |
3,923 |
+2 |
$446 | ABT | 3,923 | +2 | $446 | L3HARRIS TECHNOLOGIES INC |
1,975 |
UNCH |
$421 | LHX | 1,975 | UNCH | $421 | GENERAL DYNAMICS CORP |
1,471 |
+3 |
$416 | GD | 1,471 | +3 | $416 | SYSCO CORP |
5,095 |
+1 |
$414 | SYY | 5,095 | +1 | $414 | VANGUARD SCOTTSDALE FDS (VGSH) |
6,871 |
+144 |
$399 | VGSH | 6,871 | +144 | $399 | BLACKROCK INC |
470 |
+1 |
$392 | BLK | 470 | +1 | $392 | PHILLIPS 66 |
2,338 |
UNCH |
$382 | PSX | 2,338 | UNCH | $382 | AIR PRODS & CHEMS INC |
1,532 |
-8 |
$371 | APD | 1,532 | -8 | $371 | GENERAL ELECTRIC CO |
2,092 |
UNCH |
$367 | GE | 2,092 | UNCH | $367 | CONSOLIDATED EDISON INC |
4,010 |
+1 |
$364 | ED | 4,010 | +1 | $364 | CONOCOPHILLIPS |
2,773 |
+3 |
$353 | COP | 2,773 | +3 | $353 | VANGUARD WHITEHALL FDS (VYM) |
2,713 |
UNCH |
$328 | VYM | 2,713 | UNCH | $328 | COLGATE PALMOLIVE CO |
3,476 |
-77 |
$313 | CL | 3,476 | -77 | $313 | DIMENSIONAL ETF TRUST (DFEM) |
12,161 |
+12,161 |
$310 | DFEM | 12,161 | +12,161 | $310 | BECTON DICKINSON & CO |
1,230 |
-270 |
$304 | BDX | 1,230 | -270 | $304 | MEDTRONIC PLC |
3,395 |
+13 |
$296 | MDT | 3,395 | +13 | $296 | ALPHABET INC |
1,944 |
+36 |
$293 | GOOGL | 1,944 | +36 | $293 | CLOROX CO DEL |
1,907 |
UNCH |
$292 | CLX | 1,907 | UNCH | $292 | DUKE ENERGY CORP NEW |
2,998 |
+6 |
$290 | DUK | 2,998 | +6 | $290 | NOVARTIS AG |
2,979 |
+10 |
$288 | NVS | 2,979 | +10 | $288 | VANGUARD STAR FDS (VXUS) |
4,699 |
UNCH |
$283 | VXUS | 4,699 | UNCH | $283 | VISA INC |
986 |
-54 |
$275 | V | 986 | -54 | $275 | CATERPILLAR INC |
747 |
UNCH |
$274 | CAT | 747 | UNCH | $274 | WASTE MGMT INC DEL |
1,274 |
UNCH |
$272 | WM | 1,274 | UNCH | $272 | VERIZON COMMUNICATIONS INC |
6,446 |
+13 |
$270 | VZ | 6,446 | +13 | $270 | DISNEY WALT CO |
2,181 |
+2,181 |
$267 | DIS | 2,181 | +2,181 | $267 | VANGUARD ADMIRAL FDS INC (VOOG) |
875 |
UNCH |
$267 | VOOG | 875 | UNCH | $267 | CISCO SYS INC |
5,263 |
-470 |
$263 | CSCO | 5,263 | -470 | $263 | SELECT SECTOR SPDR TR (XLK) |
1,218 |
UNCH |
$254 | XLK | 1,218 | UNCH | $254 | PHILIP MORRIS INTL INC |
2,765 |
+14 |
$253 | PM | 2,765 | +14 | $253 | MORGAN STANLEY |
2,642 |
+15 |
$249 | MS | 2,642 | +15 | $249 | META PLATFORMS INC |
501 |
+501 |
$243 | META | 501 | +501 | $243 | RTX CORPORATION |
2,428 |
-21 |
$237 | RTX | 2,428 | -21 | $237 | EVERSOURCE ENERGY |
3,919 |
-263 |
$234 | ES | 3,919 | -263 | $234 | SHERWIN WILLIAMS CO |
675 |
+1 |
$234 | SHW | 675 | +1 | $234 | WELLS FARGO CO NEW |
4,017 |
+4,017 |
$233 | WFC | 4,017 | +4,017 | $233 | GENERAL MLS INC |
3,285 |
-204 |
$230 | GIS | 3,285 | -204 | $230 | ISHARES TR (IQLT) |
5,777 |
UNCH |
$229 | IQLT | 5,777 | UNCH | $229 | WEC ENERGY GROUP INC |
2,790 |
UNCH |
$229 | WEC | 2,790 | UNCH | $229 | SELECT SECTOR SPDR TR (XLY) |
1,240 |
UNCH |
$228 | XLY | 1,240 | UNCH | $228 | PFIZER INC |
7,745 |
-1,746 |
$215 | PFE | 7,745 | -1,746 | $215 | ADVANCED MICRO DEVICES INC |
1,186 |
+1,186 |
$214 | AMD | 1,186 | +1,186 | $214 | BP PLC |
5,656 |
UNCH |
$213 | BP | 5,656 | UNCH | $213 | COSTCO WHSL CORP NEW |
283 |
+283 |
$207 | COST | 283 | +283 | $207 | AMERICAN CENTY ETF TR (AVUV) |
2,187 |
+2,187 |
$205 | AVUV | 2,187 | +2,187 | $205 | AT&T INC |
10,667 |
+346 |
$188 | T | 10,667 | +346 | $188 | PIMCO ETF TR |
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$0 (exited) | MUNI | 0 | -12,365 | $0 | AMMO INC |
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$0 (exited) | POWW | 0 | -13,300 | $0 | SMUCKER J M CO |
0 |
-1,654 |
$0 (exited) | SJM | 0 | -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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