The Analysis of Hurlow Wealth Management Group, Inc.'s Holdings
Currently, Hurlow Wealth Management Group, Inc. holds 119 types of securities in its portfolio with a total value $386.1M. In the most recent quarter, they have increased their positions in DFIC (+242.2K shares, valued at $7.9M), VV (+23.7K shares, valued at $7.3M), DFUS (+81.2K shares, valued at $5.9M); decreased their positions in MSFT (-19.9K shares, valued at $10.3M), LLY (-2.3K shares, valued at $1.7M), VUG (-3.1K shares, valued at $1.5M); initiated new positions in VTES (+3.0K shares, valued at $306.7K), GOOGL (+1.0K shares, valued at $250.4K), EFG (+1.9K shares, valued at $219.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VV VANGUARD LARGE-CAP ETF172.8K shares15.88%2025-09-302025-11-05
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF589.7K shares15.96%2025-09-302025-11-05 DFAS DIMENSIONAL U.S. SMALL CAP ETF402.4K shares19.99%2025-09-302025-11-05 VEA VANGUARD FTSE DEVELOPED MARKETS ETF445.0K shares3.74%2025-09-302025-11-05 VB VANGUARD SMALL-CAP ETF86.5K shares3.38%2025-09-302025-11-05 DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF601.5K shares67.41%2025-09-302025-11-05 VUG VANGUARD GROWTH ETF27.1K shares-10.17%2025-09-302025-11-05 VNQ VANGUARD REAL ESTATE ETF138.5K shares3.29%2025-09-302025-11-05 VWO VANGUARD FTSE EMERGING MARKETS ETF219.9K shares4.26%2025-09-302025-11-05 VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF156.0K shares8.18%2025-09-302025-11-05 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF116.7K shares-2.74%2025-09-302025-11-05 DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF294.4K shares-4.86%2025-09-302025-11-05 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF111.3K shares13.96%2025-09-302025-11-05 DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF247.9K shares67.17%2025-09-302025-11-05 VTEB VANGUARD TAX-EXEMPT BOND ETF151.4K shares2.50%2025-09-302025-11-05 BIV VANGUARD INTERMEDIATE-TERM BOND ETF93.1K shares22.91%2025-09-302025-11-05 DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF197.0K shares-11.16%2025-09-302025-11-05 VTI VANGUARD TOTAL STOCK MARKET ETF19.0K shares0.54%2025-09-302025-11-05 VIG VANGUARD DIVIDEND APPRECIATION ETF27.9K shares-10.03%2025-09-302025-11-05 AAPL APPLE INC COM19.1K shares0.05%2025-09-302025-11-05 SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF187.4K shares5.80%2025-09-302025-11-05 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF73.0K shares-3.85%2025-09-302025-11-05 BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW7.3K shares-3.58%2025-09-302025-11-05 SCHX SCHWAB U.S. LARGE-CAP ETF134.1K shares-0.40%2025-09-302025-11-05 LLY ELI LILLY & CO COM3.4K shares-40.52%2025-09-302025-11-05 VTV VANGUARD VALUE ETF13.7K shares-7.91%2025-09-302025-11-05 MSFT MICROSOFT CORP COM4.0K shares-83.20%2025-09-302025-11-05 DFAR DIMENSIONAL US REAL ESTATE ETF77.9K shares280.41%2025-09-302025-11-05 VO VANGUARD MID-CAP ETF6.2K shares1.03%2025-09-302025-11-05 WMT WALMART INC COM16.4K shares-26.62%2025-09-302025-11-05 JPM JPMORGAN CHASE & CO. COM5.2K shares-10.89%2025-09-302025-11-05 SHM SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF33.6K shares1.16%2025-09-302025-11-05 CINF CINCINNATI FINL CORP COM10.0K shares-3.19%2025-09-302025-11-05 BRK.A BERKSHIRE HATHAWAY INC DEL CL A2 shares0.00%2025-09-302025-11-05 JNJ JOHNSON & JOHNSON COM7.9K shares-20.35%2025-09-302025-11-05 MUB ISHARES NATIONAL MUNI BOND ETF11.8K shares0.00%2025-09-302025-11-05 SPY SPDR S&P 500 ETF TRUST1.5K shares-0.07%2025-09-302025-11-05 AMZN AMAZON COM INC COM4.6K shares0.00%2025-09-302025-11-05 SCHA SCHWAB U.S. SMALL-CAP ETF35.4K shares-10.28%2025-09-302025-11-05 ABBV ABBVIE INC COM4.2K shares-24.95%2025-09-302025-11-05 JCI JOHNSON CTLS INTL PLC SHS8.1K shares0.00%2025-09-302025-11-05 MCD MCDONALDS CORP COM2.7K shares0.00%2025-09-302025-11-05 IWB ISHARES RUSSELL 1000 ETF2.0K shares0.00%2025-09-302025-11-05 NVDA NVIDIA CORPORATION COM3.8K shares-10.82%2025-09-302025-11-05 AFL AFLAC INC COM6.0K shares0.02%2025-09-302025-11-05 GE GE AEROSPACE COM NEW2.2K shares0.00%2025-09-302025-11-05 LIN LINDE PLC SHS1.4K shares0.00%2025-09-302025-11-05 ADI ANALOG DEVICES INC COM2.5K shares-2.51%2025-09-302025-11-05 NSC NORFOLK SOUTHN CORP COM2.0K shares0.00%2025-09-302025-11-05 META META PLATFORMS INC CL A816 shares-36.25%2025-09-302025-11-05 LHX L3HARRIS TECHNOLOGIES INC COM1.8K shares0.00%2025-09-302025-11-05 ADP AUTOMATIC DATA PROCESSING INC COM1.9K shares-9.83%2025-09-302025-11-05 NEE NEXTERA ENERGY INC COM7.1K shares0.00%2025-09-302025-11-05 TJX TJX COS INC NEW COM3.6K shares0.00%2025-09-302025-11-05 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF3.7K shares0.00%2025-09-302025-11-05 GWW GRAINGER W W INC COM534 shares0.00%2025-09-302025-11-05 VOO VANGUARD S&P 500 ETF818 shares-0.61%2025-09-302025-11-05 PG PROCTER AND GAMBLE CO COM3.2K shares-61.44%2025-09-302025-11-05 QQQ INVESCO QQQ TRUST SERIES I812 shares-19.76%2025-09-302025-11-05 PAYX PAYCHEX INC COM3.8K shares-15.16%2025-09-302025-11-05 BLK BLACKROCK INC COM399 shares0.00%2025-09-302025-11-05 ITW ILLINOIS TOOL WKS INC COM1.8K shares0.06%2025-09-302025-11-05 LOW LOWES COS INC COM1.8K shares-48.27%2025-09-302025-11-05 EMR EMERSON ELEC CO COM3.3K shares-37.62%2025-09-302025-11-05 GD GENERAL DYNAMICS CORP COM1.2K shares-14.91%2025-09-302025-11-05 SYK STRYKER CORPORATION COM1.1K shares0.00%2025-09-302025-11-05 ELV ELEVANCE HEALTH INC FORMERLY A COM1.3K shares-0.31%2025-09-302025-11-05 MS MORGAN STANLEY COM NEW2.6K shares0.00%2025-09-302025-11-05 ED CONSOLIDATED EDISON INC COM4.0K shares0.00%2025-09-302025-11-05 GOOG ALPHABET INC CAP STK CL C1.6K shares0.00%2025-09-302025-11-05 RTX RTX CORPORATION COM2.3K shares-3.93%2025-09-302025-11-05 SYY SYSCO CORP COM4.7K shares-4.11%2025-09-302025-11-05 XLK TECHNOLOGY SELECT SECTOR SPDR FUND1.3K shares0.00%2025-09-302025-11-05 SCHF SCHWAB INTERNATIONAL EQUITY ETF15.8K shares-2.71%2025-09-302025-11-05 CVX CHEVRON CORP NEW COM2.3K shares-12.70%2025-09-302025-11-05 CAT CATERPILLAR INC COM747 shares0.00%2025-09-302025-11-05 PEP PEPSICO INC COM2.5K shares-28.17%2025-09-302025-11-05 XOM EXXON MOBIL CORP COM3.1K shares-20.44%2025-09-302025-11-05 VGSH VANGUARD SHORT-TERM TREASURY ETF6.0K shares0.00%2025-09-302025-11-05 APD AIR PRODS & CHEMS INC COM1.3K shares-13.97%2025-09-302025-11-05 DFCA DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF7.0K shares6.17%2025-09-302025-11-05 V VISA INC COM CL A959 shares0.00%2025-09-302025-11-05 WEC WEC ENERGY GROUP INC COM2.8K shares0.00%2025-09-302025-11-05 GEV GE VERNOVA INC COM520 shares0.00%2025-09-302025-11-05 VBK VANGUARD SMALL-CAP GROWTH ETF1.1K shares0.00%2025-09-302025-11-05 VT VANGUARD TOTAL WORLD STOCK ETF2.3K shares-4.51%2025-09-302025-11-05 ABT ABBOTT LABS COM2.3K shares-37.11%2025-09-302025-11-05 XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND1.3K shares0.00%2025-09-302025-11-05 VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF3.0K sharesnew addition2025-09-302025-11-05 CSCO CISCO SYS INC COM4.4K shares-31.22%2025-09-302025-11-05 VTEC VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF3.0K shares0.00%2025-09-302025-11-05 ONB OLD NATL BANCORP IND COM13.5K shares0.00%2025-09-302025-11-05 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF3.9K shares-9.72%2025-09-302025-11-05 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF2.7K shares20.09%2025-09-302025-11-05 ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF6.2K shares-26.03%2025-09-302025-11-05 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND3.8K shares0.00%2025-09-302025-11-05 FDS FACTSET RESH SYS INC COM950 shares-3.85%2025-09-302025-11-05 IBM INTERNATIONAL BUSINESS MACHS COM954 shares0.00%2025-09-302025-11-05 DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST566 shares0.00%2025-09-302025-11-05 FQAL FIDELITY QUALITY FACTOR ETF3.5K shares0.00%2025-09-302025-11-05 IQLT ISHARES MSCI INTL QUALITY FACTOR ETF5.8K shares0.00%2025-09-302025-11-05 CL COLGATE PALMOLIVE CO COM3.2K shares-0.03%2025-09-302025-11-05 NVS NOVARTIS AG SPONSORED ADR2.0K shares-33.88%2025-09-302025-11-05 GOOGL ALPHABET INC CAP STK CL A1.0K sharesnew addition2025-09-302025-11-05 AVUV AVANTIS U.S. SMALL CAP VALUE ETF2.4K shares9.44%2025-09-302025-11-05 VGT VANGUARD INFORMATION TECHNOLOGY ETF318 shares0.00%2025-09-302025-11-05 IVV ISHARES CORE S&P 500 ETF352 shares0.00%2025-09-302025-11-05 SHW SHERWIN WILLIAMS CO COM673 shares0.00%2025-09-302025-11-05 ES EVERSOURCE ENERGY COM3.2K shares-15.65%2025-09-302025-11-05 MMM 3M CO COM1.4K shares0.00%2025-09-302025-11-05 MDT MEDTRONIC PLC SHS2.3K shares-30.08%2025-09-302025-11-05 DIS DISNEY WALT CO COM1.9K shares0.05%2025-09-302025-11-05 EFG ISHARES MSCI EAFE GROWTH ETF1.9K sharesnew addition2025-09-302025-11-05 VOOG VANGUARD S&P 500 GROWTH ETF503 shares-42.51%2025-09-302025-11-05 TGT TARGET CORP COM2.4K shares-2.61%2025-09-302025-11-05 BP BP PLC SPONSORED ADR6.3K sharesnew addition2025-09-302025-11-05 CLX CLOROX CO DEL COM1.7K shares-0.06%2025-09-302025-11-05 BDX BECTON DICKINSON & CO COM1.1K sharesnew addition2025-09-302025-11-05 HURA TUHURA BIOSCIENCES INC COM31.4K shares0.00%2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available