Hurlow Wealth Management Group, Inc. Top Holdings and 13F Report (2024) About Hurlow Wealth Management Group, Inc.Investment ActivityHurlow Wealth Management Group, Inc. has $320.60 million in total holdings as of September 30, 2024.Hurlow Wealth Management Group, Inc. owns shares of 118 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 4.87% of the portfolio was purchased this quarter.About 1.56% of the portfolio was sold this quarter.This quarter, Hurlow Wealth Management Group, Inc. has purchased 116 new stocks and bought additional shares in 49 stocks.Hurlow Wealth Management Group, Inc. sold shares of 33 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Large-Cap ETF $36,834,985Dimensional U.S. Equity ETF $29,174,838Vanguard FTSE Developed Markets ETF $21,113,683Vanguard Small-Cap ETF $19,283,491Dimensional U.S. Small Cap ETF $17,621,695 Largest New Holdings this Quarter SPDR Portfolio High Yield Bond ETF $3,500,405 HoldingVanguard FTSE All-World ex-US ETF $240,282 HoldingGeneral Mills $223,544 HoldingVanguard Total World Stock ETF $218,753 HoldingAccenture $207,139 Holding Largest Purchases this Quarter SPDR Portfolio High Yield Bond ETF 145,547 shares (about $3.50M)Vanguard Large-Cap ETF 6,438 shares (about $1.70M)Dimensional International Core Equity 2 ETF 59,633 shares (about $1.68M)Dimensional U.S. Small Cap ETF 22,430 shares (about $1.45M)Dimensional U.S. Equity ETF 11,695 shares (about $727.43K) Largest Sales this Quarter Vanguard Dividend Appreciation ETF 930 shares (about $184.19K)iShares Select Dividend ETF 759 shares (about $102.52K)Schwab US Small-Cap ETF 1,822 shares (about $93.83K)Invesco QQQ 183 shares (about $89.32K)Apple 235 shares (about $54.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHurlow Wealth Management Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVVVanguard Large-Cap ETF$36,834,985$1,695,058 ▲4.8%139,90311.5%ETFDFUSDimensional U.S. Equity ETF$29,174,838$727,429 ▲2.6%469,0499.1%ETFVEAVanguard FTSE Developed Markets ETF$21,113,683$339,939 ▲1.6%399,8046.6%ETFVBVanguard Small-Cap ETF$19,283,491$362,931 ▲1.9%81,2936.0%ETFDFASDimensional U.S. Small Cap ETF$17,621,695$1,454,811 ▲9.0%271,6885.5%ETFVNQVanguard Real Estate ETF$14,488,839$604,587 ▲4.4%148,7264.5%ETFVUGVanguard Growth ETF$13,153,826$41,081 ▲0.3%34,2614.1%ETFMSFTMicrosoft$11,404,065$30,121 ▲0.3%26,5033.6%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$9,694,590$226,617 ▲2.4%202,6043.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$9,177,158$655,595 ▲7.7%109,5782.9%ETFVWOBVanguard Emerging Markets Government Bond ETF$8,402,906$437,976 ▲5.5%126,6072.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$7,751,078$15,207 ▲0.2%286,9712.4%ETFDFAIDimensional International Core Equity Market ETF$7,465,597$2,987 ▲0.0%234,9152.3%ETFVIGVanguard Dividend Appreciation ETF$7,052,643$184,194 ▼-2.5%35,6092.2%ETFVTEBVanguard Tax-Exempt Bond ETF$6,878,937$585,582 ▲9.3%134,5642.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$6,591,170$234,052 ▲3.7%82,9912.1%ETFDFICDimensional International Core Equity 2 ETF$6,038,317$1,678,075 ▲38.5%214,5811.9%ETFVTIVanguard Total Stock Market ETF$5,755,793$7,079 ▼-0.1%20,3271.8%ETFLLYEli Lilly and Company$5,530,037$94,796 ▲1.7%6,2421.7%MedicalAAPLApple$4,516,201$54,755 ▼-1.2%19,3831.4%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$4,292,489$257,838 ▲6.4%54,7721.3%ETFBRK.BBerkshire Hathaway$3,552,8730.0%7,7191.1%FinanceSPHYSPDR Portfolio High Yield Bond ETF$3,500,405$3,500,405 ▲New Holding145,5471.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$3,227,833$212,723 ▲7.1%65,4601.0%ManufacturingVTVVanguard Value ETF$3,008,889$3,142 ▼-0.1%17,2360.9%ETFBRK.ABerkshire Hathaway$2,073,5400.0%30.6%FinanceSCHXSchwab US Large-Cap ETF$1,817,732$10,788 ▼-0.6%26,7900.6%ETFVOVanguard Mid-Cap ETF$1,767,133$12,400 ▲0.7%6,6980.6%ETFJNJJohnson & Johnson$1,703,899$28,361 ▼-1.6%10,5140.5%MedicalWMTWalmart$1,671,121$5,814 ▲0.3%20,6950.5%Retail/WholesaleSCHASchwab US Small-Cap ETF$1,617,234$93,832 ▼-5.5%31,4030.5%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$1,587,604$546,617 ▲52.5%56,3980.5%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$1,537,688$40,630 ▲2.7%31,9420.5%FinancePGProcter & Gamble$1,429,246$173 ▼0.0%8,2520.4%Consumer StaplesCINFCincinnati Financial$1,410,332$8,848 ▲0.6%10,3610.4%FinanceMUBiShares National Muni Bond ETF$1,338,322$10,320 ▲0.8%12,3200.4%ETFJPMJPMorgan Chase & Co.$1,159,3080.0%5,4980.4%FinanceABBVAbbVie$1,082,865$395 ▲0.0%5,4830.3%MedicalQQQInvesco QQQ$1,068,482$89,325 ▼-7.7%2,1890.3%FinanceLOWLowe's Companies$1,032,209$22,481 ▼-2.1%3,8110.3%Retail/WholesaleHDHome Depot$854,9720.0%2,1100.3%Retail/WholesaleMCDMcDonald's$833,748$15,225 ▼-1.8%2,7380.3%Retail/WholesaleAMZNAmazon.com$708,463$932 ▲0.1%3,8020.2%Retail/WholesaleORCLOracle$695,0620.0%4,0790.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$682,438$1,148 ▼-0.2%1,1890.2%FinanceAFLAflac$667,893$112 ▲0.0%5,9740.2%FinanceMETAMeta Platforms$667,465$381,817 ▲133.7%1,1660.2%Computer and TechnologyELVElevance Health$660,920$21,840 ▲3.4%1,2710.2%MedicalADPAutomatic Data Processing$658,8940.0%2,3810.2%Business ServicesLINDE PLC$657,1130.0%1,3780.2%SHSIWBiShares Russell 1000 ETF$630,9810.0%2,0070.2%ETFJCIJohnson Controls International$629,960$155 ▲0.0%8,1170.2%ConstructionEMREmerson Electric$625,378$22,421 ▼-3.5%5,7180.2%Industrial ProductsPEPPepsiCo$606,058$2,041 ▼-0.3%3,5640.2%Consumer StaplesPAYXPaychex$598,2190.0%4,4580.2%Business ServicesNEENextEra Energy$596,444$169 ▲0.0%7,0560.2%UtilitiesADIAnalog Devices$594,759$460 ▼-0.1%2,5840.2%Computer and TechnologyGWWW.W. Grainger$571,3460.0%5500.2%Industrial ProductsVOOVanguard S&P 500 ETF$566,445$11,086 ▼-1.9%1,0730.2%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$565,072$4,977 ▲0.9%13,5120.2%ETFDVYiShares Select Dividend ETF$563,107$102,518 ▼-15.4%4,1690.2%ETFGOOGAlphabet$562,0930.0%3,3620.2%Computer and TechnologySYKStryker$548,393$7,586 ▼-1.4%1,5180.2%MedicalMRKMerck & Co., Inc.$527,861$2,044 ▼-0.4%4,6480.2%MedicalNSCNorfolk Southern$509,922$21,371 ▼-4.0%2,0520.2%TransportationVYMVanguard High Dividend Yield ETF$477,545$4,743 ▲1.0%3,7250.1%ETFFDSFactSet Research Systems$468,5870.0%1,0190.1%Business ServicesITWIllinois Tool Works$464,567$17,818 ▼-3.7%1,7730.1%Industrial ProductsXOMExxon Mobil$464,108$586 ▼-0.1%3,9590.1%Oils/EnergyLHXL3Harris Technologies$458,8510.0%1,9290.1%AerospaceVGSHVanguard Short-Term Treasury Index ETF$453,097$3,718 ▲0.8%7,6770.1%ETFSCHFSchwab International Equity ETF$451,929$18,135 ▲4.2%10,9900.1%ETFTJXTJX Companies$446,064$470 ▼-0.1%3,7950.1%Retail/WholesaleAPDAir Products and Chemicals$440,953$15,185 ▼-3.3%1,4810.1%Basic MaterialsGDGeneral Dynamics$438,1900.0%1,4500.1%AerospaceTGTTarget$428,878$45,662 ▼-9.6%2,7520.1%Retail/WholesaleABTAbbott Laboratories$424,345$33,405 ▼-7.3%3,7220.1%MedicalEDConsolidated Edison$417,5610.0%4,0100.1%UtilitiesGEGeneral Electric$394,3210.0%2,0910.1%TransportationSYYSysco$379,5280.0%4,8620.1%Consumer StaplesGOOGLAlphabet$356,705$8,955 ▼-2.4%2,1510.1%Computer and TechnologyNVDANVIDIA$345,842$28,173 ▲8.9%2,8480.1%Computer and TechnologyPMPhilip Morris International$342,834$8,619 ▲2.6%2,8240.1%Consumer StaplesNVSNovartis$341,4940.0%2,9690.1%MedicalDUKDuke Energy$336,237$2,652 ▲0.8%2,9160.1%UtilitiesCLColgate-Palmolive$332,8150.0%3,2060.1%Consumer StaplesMDTMedtronic$304,842$180 ▲0.1%3,3860.1%MedicalCSCOCisco Systems$302,769$106 ▼0.0%5,6890.1%Computer and TechnologyVOOGVanguard S&P 500 Growth ETF$302,1290.0%8750.1%ETFXLKTechnology Select Sector SPDR Fund$301,841$26,865 ▲9.8%1,3370.1%ETFVXUSVanguard Total International Stock ETF$298,063$6,150 ▼-2.0%4,6040.1%ETFPSXPhillips 66$295,894$11,173 ▼-3.6%2,2510.1%Oils/EnergyRTXRTX$292,9650.0%2,4180.1%AerospaceCOPConocoPhillips$292,363$632 ▲0.2%2,7770.1%Oils/EnergyCATCaterpillar$292,1670.0%7470.1%Industrial ProductsVBKVanguard Small-Cap Growth ETF$290,364$33,154 ▲12.9%1,0860.1%ETFCLXClorox$280,531$326 ▲0.1%1,7220.1%Consumer StaplesMSMorgan Stanley$274,1510.0%2,6300.1%FinanceVVisa$272,750$1,925 ▲0.7%9920.1%Business ServicesWECWEC Energy Group$268,3420.0%2,7900.1%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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