Hurlow Wealth Management Group, Inc. Top Holdings and 13F Report (2025) About Hurlow Wealth Management Group, Inc.Investment ActivityHurlow Wealth Management Group, Inc. has $320.20 million in total holdings as of December 31, 2024.Hurlow Wealth Management Group, Inc. owns shares of 121 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 3.69% of the portfolio was purchased this quarter.About 1.30% of the portfolio was sold this quarter.This quarter, Hurlow Wealth Management Group, Inc. has purchased 118 new stocks and bought additional shares in 39 stocks.Hurlow Wealth Management Group, Inc. sold shares of 45 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Large-Cap ETF $37,470,363Dimensional U.S. Equity ETF $30,581,699Vanguard FTSE Developed Markets ETF $20,512,211Vanguard Small-Cap ETF $19,407,951Dimensional U.S. Small Cap ETF $18,657,474 Largest New Holdings this Quarter BLACKROCK INC COM $438,747 HoldingTesla $272,996 HoldingWells Fargo & Company $240,642 HoldingWalt Disney $222,607 HoldingTUHURA BIOSCIENCES INC COM $169,506 Holding Largest Purchases this Quarter Dimensional International Core Equity 2 ETF 64,680 shares (about $1.67M)Vanguard FTSE Developed Markets ETF 29,142 shares (about $1.39M)Schwab US Large-Cap ETF 51,619 shares (about $1.20M)Dimensional U.S. Small Cap ETF 14,997 shares (about $976.01K)Schwab US Small-Cap ETF 30,550 shares (about $790.02K) Largest Sales this Quarter Microsoft 2,496 shares (about $1.05M)Vanguard Growth ETF 1,286 shares (about $527.83K)Vanguard Total Stock Market ETF 930 shares (about $269.52K)Vanguard Large-Cap ETF 970 shares (about $261.61K)Vanguard Dividend Appreciation ETF 1,239 shares (about $242.63K) 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$37,470,363$261,610 ▼-0.7%138,93311.7%ETFDFUSDimensional U.S. Equity ETF$30,581,699$679,830 ▲2.3%479,7139.6%ETFVEAVanguard FTSE Developed Markets ETF$20,512,211$1,393,571 ▲7.3%428,9466.4%ETFVBVanguard Small-Cap ETF$19,407,951$125,186 ▼-0.6%80,7726.1%ETFDFASDimensional U.S. Small Cap ETF$18,657,474$976,006 ▲5.5%286,6855.8%ETFVNQVanguard Real Estate ETF$13,572,809$324,339 ▲2.4%152,3674.2%ETFVUGVanguard Growth ETF$13,534,259$527,826 ▼-3.8%32,9754.2%ETFMSFTMicrosoft$10,118,878$1,052,056 ▼-9.4%24,0073.2%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$9,313,808$517,982 ▲5.9%116,0312.9%ETFVWOVanguard FTSE Emerging Markets ETF$8,991,649$68,967 ▲0.8%204,1702.8%ETFVWOBVanguard Emerging Markets Government Bond ETF$8,164,190$168,989 ▲2.1%129,2832.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$7,513,279$379,189 ▲5.3%302,2242.3%ETFDFICDimensional International Core Equity 2 ETF$7,217,490$1,671,652 ▲30.1%279,2612.3%ETFVTEBVanguard Tax-Exempt Bond ETF$7,098,678$352,966 ▲5.2%141,6052.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$6,935,940$461,819 ▲7.1%88,9112.2%ETFVIGVanguard Dividend Appreciation ETF$6,730,684$242,634 ▼-3.5%34,3702.1%ETFDFAIDimensional International Core Equity Market ETF$6,719,182$140,335 ▼-2.0%230,1092.1%ETFVTIVanguard Total Stock Market ETF$5,621,445$269,523 ▼-4.6%19,3971.8%ETFAAPLApple$4,821,297$32,554 ▼-0.7%19,2531.5%Computer and TechnologyLLYEli Lilly and Company$4,707,656$111,168 ▼-2.3%6,0981.5%MedicalBIVVanguard Intermediate-Term Bond ETF$4,262,737$169,637 ▲4.1%57,0421.3%ETFSPHYSPDR Portfolio High Yield Bond ETF$3,576,147$160,159 ▲4.7%152,3711.1%ETFBRK.BBerkshire Hathaway$3,493,553$5,440 ▼-0.2%7,7071.1%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$3,462,367$292,796 ▲9.2%71,5071.1%ManufacturingVTVVanguard Value ETF$2,776,520$141,535 ▼-4.9%16,4000.9%ETFBRK.ABerkshire Hathaway$2,042,7600.0%30.6%FinanceWMTWalmart$1,864,824$4,969 ▼-0.3%20,6400.6%Retail/WholesaleSCHXSchwab US Large-Cap ETF$1,817,531$1,196,535 ▲192.7%78,4090.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$1,810,750$333,687 ▲22.6%69,1390.6%ETFVOVanguard Mid-Cap ETF$1,775,218$6,075 ▲0.3%6,7210.6%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$1,687,463$173,732 ▲11.5%35,6080.5%FinanceSCHASchwab US Small-Cap ETF$1,602,097$790,019 ▲97.3%61,9530.5%ETFCINFCincinnati Financial$1,497,161$8,334 ▲0.6%10,4190.5%FinanceJNJJohnson & Johnson$1,426,821$93,714 ▼-6.2%9,8660.4%MedicalPGProcter & Gamble$1,383,4480.0%8,2520.4%Consumer StaplesJPMJPMorgan Chase & Co.$1,327,514$9,588 ▲0.7%5,5380.4%FinanceMUBiShares National Muni Bond ETF$1,286,591$26,105 ▼-2.0%12,0750.4%ETFQQQInvesco QQQ$1,011,327$107,882 ▼-9.6%1,9780.3%FinanceABBVAbbVie$982,933$8,530 ▲0.9%5,5310.3%MedicalLOWLowe's Companies$935,866$4,689 ▼-0.5%3,7920.3%Retail/WholesaleHDHome Depot$831,272$10,503 ▲1.3%2,1370.3%Retail/WholesaleMCDMcDonald's$822,708$28,989 ▲3.7%2,8380.3%Retail/WholesaleAMZNAmazon.com$797,306$36,859 ▼-4.4%3,6340.2%Retail/WholesaleADPAutomatic Data Processing$696,9900.0%2,3810.2%Business ServicesSPYSPDR S&P 500 ETF Trust$695,958$1,173 ▼-0.2%1,1870.2%FinanceORCLOracle$691,389$11,665 ▲1.7%4,1490.2%Computer and TechnologyEMREmerson Electric$658,812$49,820 ▼-7.0%5,3160.2%IndustrialsIWBiShares Russell 1000 ETF$646,5750.0%2,0070.2%ETFJCIJohnson Controls International$640,912$237 ▲0.0%8,1200.2%ConstructionVOOVanguard S&P 500 ETF$628,908$50,658 ▲8.8%1,1670.2%ETFPAYXPaychex$625,241$140 ▲0.0%4,4590.2%Business ServicesAFLAflac$615,882$2,069 ▼-0.3%5,9540.2%FinanceGOOGAlphabet$597,029$43,230 ▼-6.8%3,1350.2%Computer and TechnologyGWWW.W. Grainger$579,7280.0%5500.2%IndustrialsLINDE PLC SHS$576,9270.0%1,3780.2%StockESMLiShares ESG Aware MSCI USA Small-Cap ETF$568,1800.0%13,5120.2%ETFMETAMeta Platforms$550,379$132,325 ▼-19.4%9400.2%Computer and TechnologyDVYiShares Select Dividend ETF$547,3480.0%4,1690.2%ETFADIAnalog Devices$544,110$4,887 ▼-0.9%2,5610.2%Computer and TechnologySYKStryker$541,875$4,681 ▼-0.9%1,5050.2%MedicalPEPPepsiCo$536,012$5,930 ▼-1.1%3,5250.2%Consumer StaplesNEENextEra Energy$505,773$72 ▼0.0%7,0550.2%UtilitiesNSCNorfolk Southern$475,972$5,633 ▼-1.2%2,0280.1%TransportationELVElevance Health$474,774$5,902 ▲1.3%1,2870.1%MedicalFDSFactSet Research Systems$474,517$14,889 ▼-3.0%9880.1%Business ServicesVYMVanguard High Dividend Yield ETF$469,148$6,124 ▼-1.3%3,6770.1%ETFTJXTJX Companies$458,4740.0%3,7950.1%Retail/WholesaleMRKMerck & Co., Inc.$455,652$6,765 ▼-1.5%4,5800.1%MedicalITWIllinois Tool Works$449,6520.0%1,7730.1%IndustrialsBLACKROCK INC COM$438,747$438,747 ▲New Holding4280.1%StockAPDAir Products and Chemicals$434,190$4,641 ▲1.1%1,4970.1%Basic MaterialsXOMExxon Mobil$425,9010.0%3,9590.1%EnergyABTAbbott Laboratories$420,9950.0%3,7220.1%MedicalLHXL3Harris Technologies$405,840$210 ▲0.1%1,9300.1%AerospaceSCHFSchwab International Equity ETF$392,373$189,055 ▲93.0%21,2090.1%ETFVGSHVanguard Short-Term Treasury Index ETF$390,970$55,678 ▼-12.5%6,7200.1%ETFGDGeneral Dynamics$382,0610.0%1,4500.1%AerospaceNVDANVIDIA$381,631$806 ▼-0.2%2,8420.1%Computer and TechnologySYYSysco$371,901$153 ▲0.0%4,8640.1%Consumer StaplesTGTTarget$361,431$10,543 ▼-2.8%2,6740.1%Retail/WholesaleEDConsolidated Edison$357,8120.0%4,0100.1%UtilitiesGEGeneral Electric$348,7580.0%2,0910.1%TransportationCSCOCisco Systems$343,834$7,045 ▲2.1%5,8080.1%Computer and TechnologyPMPhilip Morris International$340,109$241 ▲0.1%2,8260.1%Consumer StaplesMSMorgan Stanley$325,992$4,652 ▼-1.4%2,5930.1%FinanceVOOGVanguard S&P 500 Growth ETF$320,3030.0%8750.1%ETFGOOGLAlphabet$317,035$90,095 ▼-22.1%1,6750.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$310,8790.0%1,3370.1%ETFVBKVanguard Small-Cap Growth ETF$304,1450.0%1,0860.1%ETFVVisa$302,766$10,745 ▼-3.4%9580.1%Business ServicesONBOld National Bancorp$293,4080.0%13,5180.1%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$290,5330.0%1,2950.1%FinanceCLColgate-Palmolive$289,548$1,909 ▼-0.7%3,1850.1%Consumer StaplesNVSNovartis$288,9130.0%2,9690.1%MedicalRTXRTX$279,8110.0%2,4180.1%AerospaceCLXClorox$275,610$4,060 ▼-1.5%1,6970.1%Consumer StaplesCOPConocoPhillips$275,098$298 ▼-0.1%2,7740.1%EnergyTSLATesla$272,996$272,996 ▲New Holding6760.1%Auto/Tires/TrucksVXUSVanguard Total International Stock ETF$271,3140.0%4,6040.1%ETFCATCaterpillar$270,9820.0%7470.1%IndustrialsMDTMedtronic$265,441$5,032 ▼-1.9%3,3230.1%MedicalPSXPhillips 66$265,001$8,545 ▲3.3%2,3260.1%EnergyWECWEC Energy Group$262,3720.0%2,7900.1%UtilitiesCOSTCostco Wholesale$259,3040.0%2830.1%Retail/WholesaleWMWaste Management$256,8790.0%1,2730.1%Business ServicesBDXBecton, Dickinson and Company$248,196$4,084 ▼-1.6%1,0940.1%MedicalDUKDuke Energy$246,209$67,990 ▼-21.6%2,2850.1%UtilitiesWFCWells Fargo & Company$240,642$240,642 ▲New Holding3,4260.1%FinanceVZVerizon Communications$233,782$320 ▼-0.1%5,8460.1%Computer and TechnologySHWSherwin-Williams$228,7730.0%6730.1%Basic MaterialsFQALFidelity Quality Factor ETF$228,2200.0%3,4880.1%ETFVTVanguard Total World Stock ETF$224,122$9,397 ▲4.4%1,9080.1%ETFDISWalt Disney$222,607$222,607 ▲New Holding1,9990.1%Consumer DiscretionaryESEversource Energy$220,589$4,594 ▼-2.0%3,8410.1%UtilitiesVEUVanguard FTSE All-World ex-US ETF$219,651$689 ▲0.3%3,8260.1%ETFAVUVAvantis U.S. Small Cap Value ETF$215,7450.0%2,2350.1%ETFIQLTiShares MSCI Intl Quality Factor ETF$214,4420.0%5,7770.1%ETFIVViShares Core S&P 500 ETF$207,2150.0%3520.1%ETFACNAccenture$206,501$352 ▲0.2%5870.1%Computer and TechnologyPFEPfizer$202,052$106 ▼-0.1%7,6160.1%MedicalTUHURA BIOSCIENCES INC COM$169,506$169,506 ▲New Holding41,4440.1%StockGISGeneral Mills$0$223,544 ▼-100.0%00.0%Consumer StaplesBF.ABrown-Forman$0$201,215 ▼-100.0%00.0%Consumer Staples 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. 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