13F HOLDINGS REPORT
Hurlow Wealth Management Group, Inc.
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001747749-25-000003
Total Value
$320.2M
Positions
121
Other Managers
0
Confidential Omitted
No
Holdings (121)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD LARGE-CAP ETF | 922908637 | 138,933 | $37.5M | 11.70% |
| 2 | DIMENSIONAL U.S. EQUITY MARKET ETF | 25434V401 | 479,713 | $30.6M | 9.55% |
| 3 | VANGUARD FTSE DEVELOPED MARKETS ETF | 921943858 | 428,946 | $20.5M | 6.41% |
| 4 | VANGUARD SMALL-CAP ETF | 922908751 | 80,772 | $19.4M | 6.06% |
| 5 | DIMENSIONAL U.S. SMALL CAP ETF | 25434V500 | 286,685 | $18.7M | 5.83% |
| 6 | VANGUARD REAL ESTATE ETF | 922908553 | 152,367 | $13.6M | 4.24% |
| 7 | VANGUARD GROWTH ETF | 922908736 | 32,975 | $13.5M | 4.23% |
| 8 | MICROSOFT CORP COM | MSFT | 24,007 | $10.1M | 3.16% |
| 9 | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 92206C870 | 116,031 | $9.3M | 2.91% |
| 10 | VANGUARD FTSE EMERGING MARKETS ETF | 922042858 | 204,170 | $9.0M | 2.81% |
| 11 | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | 921946885 | 129,283 | $8.2M | 2.55% |
| 12 | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 25434V880 | 302,224 | $7.5M | 2.35% |
| 13 | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 25434V799 | 279,261 | $7.2M | 2.25% |
| 14 | VANGUARD TAX-EXEMPT BOND ETF | 922907746 | 141,605 | $7.1M | 2.22% |
| 15 | VANGUARD SHORT-TERM CORPORATE BOND ETF | 92206C409 | 88,911 | $6.9M | 2.17% |
| 16 | VANGUARD DIVIDEND APPRECIATION ETF | 921908844 | 34,370 | $6.7M | 2.10% |
| 17 | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 25434V203 | 230,109 | $6.7M | 2.10% |
| 18 | VANGUARD TOTAL STOCK MARKET ETF | 922908769 | 19,397 | $5.6M | 1.76% |
| 19 | APPLE INC COM | AAPL | 19,253 | $4.8M | 1.51% |
| 20 | ELI LILLY & CO COM | LLY | 6,098 | $4.7M | 1.47% |
| 21 | VANGUARD INTERMEDIATE-TERM BOND ETF | 921937819 | 57,042 | $4.3M | 1.33% |
| 22 | SPDR PORTFOLIO HIGH YIELD BOND ETF | 78468R606 | 152,371 | $3.6M | 1.12% |
| 23 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-A | 7,707 | $3.5M | 1.09% |
| 24 | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 922020805 | 71,507 | $3.5M | 1.08% |
| 25 | VANGUARD VALUE ETF | 922908744 | 16,400 | $2.8M | 0.87% |
| 26 | BERKSHIRE HATHAWAY INC DEL CL A | BRK-A | 3 | $2.0M | 0.64% |
| 27 | WALMART INC COM | WMT | 20,640 | $1.9M | 0.58% |
| 28 | SCHWAB U.S. LARGE-CAP ETF | 808524201 | 78,409 | $1.8M | 0.57% |
| 29 | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 25434V732 | 69,139 | $1.8M | 0.57% |
| 30 | VANGUARD MID-CAP ETF | 922908629 | 6,721 | $1.8M | 0.55% |
| 31 | SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF | 78468R739 | 35,608 | $1.7M | 0.53% |
| 32 | SCHWAB U.S. SMALL-CAP ETF | 808524607 | 61,953 | $1.6M | 0.50% |
| 33 | CINCINNATI FINL CORP COM | 172062101 | 10,419 | $1.5M | 0.47% |
| 34 | JOHNSON & JOHNSON COM | JNJ | 9,866 | $1.4M | 0.45% |
| 35 | PROCTER AND GAMBLE CO COM | 742718109 | 8,252 | $1.4M | 0.43% |
| 36 | JPMORGAN CHASE & CO. COM | VYLD | 5,538 | $1.3M | 0.41% |
| 37 | ISHARES NATIONAL MUNI BOND ETF | 464288414 | 12,075 | $1.3M | 0.40% |
| 38 | INVESCO QQQ TRUST SERIES I | IVZ | 1,978 | $1.0M | 0.32% |
| 39 | ABBVIE INC COM | ABBV | 5,531 | $982,933 | 0.31% |
| 40 | LOWES COS INC COM | 548661107 | 3,792 | $935,866 | 0.29% |
| 41 | HOME DEPOT INC COM | HD | 2,137 | $831,272 | 0.26% |
| 42 | MCDONALDS CORP COM | MCD | 2,838 | $822,708 | 0.26% |
| 43 | AMAZON COM INC COM | AMZN | 3,634 | $797,306 | 0.25% |
| 44 | AUTOMATIC DATA PROCESSING INC COM | ADP | 2,381 | $696,990 | 0.22% |
| 45 | SPDR S&P 500 ETF TRUST | SPY | 1,187 | $695,958 | 0.22% |
| 46 | ORACLE CORP COM | ORCL-PD | 4,149 | $691,389 | 0.22% |
| 47 | EMERSON ELEC CO COM | EMR | 5,316 | $658,812 | 0.21% |
| 48 | ISHARES RUSSELL 1000 ETF | 464287622 | 2,007 | $646,575 | 0.20% |
| 49 | JOHNSON CTLS INTL PLC SHS | G51502105 | 8,120 | $640,912 | 0.20% |
| 50 | VANGUARD S&P 500 ETF | 922908363 | 1,167 | $628,908 | 0.20% |
| 51 | PAYCHEX INC COM | PAYX | 4,459 | $625,241 | 0.20% |
| 52 | AFLAC INC COM | AFL | 5,954 | $615,882 | 0.19% |
| 53 | ALPHABET INC CAP STK CL C | GOOG | 3,135 | $597,029 | 0.19% |
| 54 | GRAINGER W W INC COM | 384802104 | 550 | $579,728 | 0.18% |
| 55 | LINDE PLC SHS | LIN | 1,378 | $576,927 | 0.18% |
| 56 | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 46435U663 | 13,512 | $568,180 | 0.18% |
| 57 | META PLATFORMS INC CL A | META | 940 | $550,379 | 0.17% |
| 58 | ISHARES SELECT DIVIDEND ETF | 464287168 | 4,169 | $547,348 | 0.17% |
| 59 | ANALOG DEVICES INC COM | ADI | 2,561 | $544,110 | 0.17% |
| 60 | STRYKER CORPORATION COM | SYK | 1,505 | $541,875 | 0.17% |
| 61 | PEPSICO INC COM | PEP | 3,525 | $536,012 | 0.17% |
| 62 | NEXTERA ENERGY INC COM | NEE-PW | 7,055 | $505,773 | 0.16% |
| 63 | NORFOLK SOUTHN CORP COM | 655844108 | 2,028 | $475,972 | 0.15% |
| 64 | ELEVANCE HEALTH INC COM | ELV | 1,287 | $474,774 | 0.15% |
| 65 | FACTSET RESH SYS INC COM | 303075105 | 988 | $474,517 | 0.15% |
| 66 | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 921946406 | 3,677 | $469,148 | 0.15% |
| 67 | TJX COS INC NEW COM | 872540109 | 3,795 | $458,474 | 0.14% |
| 68 | MERCK & CO INC COM | MRK | 4,580 | $455,652 | 0.14% |
| 69 | ILLINOIS TOOL WKS INC COM | 452308109 | 1,773 | $449,652 | 0.14% |
| 70 | BLACKROCK INC COM | BLK | 428 | $438,747 | 0.14% |
| 71 | AIR PRODS & CHEMS INC COM | AIIR | 1,497 | $434,190 | 0.14% |
| 72 | EXXON MOBIL CORP COM | XOM | 3,959 | $425,901 | 0.13% |
| 73 | ABBOTT LABS COM | ABLZF | 3,722 | $420,995 | 0.13% |
| 74 | L3HARRIS TECHNOLOGIES INC COM | LHX | 1,930 | $405,840 | 0.13% |
| 75 | SCHWAB INTERNATIONAL EQUITY ETF | 808524805 | 21,209 | $392,373 | 0.12% |
| 76 | VANGUARD SHORT-TERM TREASURY ETF | 92206C102 | 6,720 | $390,970 | 0.12% |
| 77 | GENERAL DYNAMICS CORP COM | GD | 1,450 | $382,061 | 0.12% |
| 78 | NVIDIA CORPORATION COM | NVDA | 2,842 | $381,631 | 0.12% |
| 79 | SYSCO CORP COM | SYY | 4,864 | $371,901 | 0.12% |
| 80 | TARGET CORP COM | TGT | 2,674 | $361,431 | 0.11% |
| 81 | CONSOLIDATED EDISON INC COM | ED | 4,010 | $357,812 | 0.11% |
| 82 | GE AEROSPACE COM NEW | 369604301 | 2,091 | $348,758 | 0.11% |
| 83 | CISCO SYS INC COM | CSCO | 5,808 | $343,834 | 0.11% |
| 84 | PHILIP MORRIS INTL INC COM | 718172109 | 2,826 | $340,109 | 0.11% |
| 85 | MORGAN STANLEY COM NEW | MS-PQ | 2,593 | $325,992 | 0.10% |
| 86 | VANGUARD S&P 500 GROWTH ETF | 921932505 | 875 | $320,303 | 0.10% |
| 87 | ALPHABET INC CAP STK CL A | GOOG | 1,675 | $317,035 | 0.10% |
| 88 | TECHNOLOGY SELECT SECTOR SPDR FUND | 81369Y803 | 1,337 | $310,879 | 0.10% |
| 89 | VANGUARD SMALL-CAP GROWTH ETF | 922908595 | 1,086 | $304,145 | 0.09% |
| 90 | VISA INC COM CL A | V | 958 | $302,766 | 0.09% |
| 91 | OLD NATL BANCORP IND COM | 680033107 | 13,518 | $293,408 | 0.09% |
| 92 | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | 81369Y407 | 1,295 | $290,533 | 0.09% |
| 93 | COLGATE PALMOLIVE CO COM | CL | 3,185 | $289,548 | 0.09% |
| 94 | NOVARTIS AG SPONSORED ADR | NVSEF | 2,969 | $288,913 | 0.09% |
| 95 | RTX CORPORATION COM | RTX | 2,418 | $279,811 | 0.09% |
| 96 | CLOROX CO DEL COM | CLX | 1,697 | $275,610 | 0.09% |
| 97 | CONOCOPHILLIPS COM | COP | 2,774 | $275,098 | 0.09% |
| 98 | TESLA INC COM | TSLA | 676 | $272,996 | 0.09% |
| 99 | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 921909768 | 4,604 | $271,314 | 0.08% |
| 100 | CATERPILLAR INC COM | CAT | 747 | $270,982 | 0.08% |
| 101 | MEDTRONIC PLC SHS | MDT | 3,323 | $265,441 | 0.08% |
| 102 | PHILLIPS 66 COM | PSX | 2,326 | $265,001 | 0.08% |
| 103 | WEC ENERGY GROUP INC COM | WEC | 2,790 | $262,372 | 0.08% |
| 104 | COSTCO WHSL CORP NEW COM | 22160K105 | 283 | $259,304 | 0.08% |
| 105 | WASTE MGMT INC DEL COM | 94106L109 | 1,273 | $256,879 | 0.08% |
| 106 | BECTON DICKINSON & CO COM | BDX | 1,094 | $248,196 | 0.08% |
| 107 | DUKE ENERGY CORP NEW COM NEW | DUKB | 2,285 | $246,209 | 0.08% |
| 108 | WELLS FARGO CO NEW COM | 949746101 | 3,426 | $240,642 | 0.08% |
| 109 | VERIZON COMMUNICATIONS INC COM | VZ | 5,846 | $233,782 | 0.07% |
| 110 | SHERWIN WILLIAMS CO COM | SHW | 673 | $228,773 | 0.07% |
| 111 | FIDELITY QUALITY FACTOR ETF | 316092790 | 3,488 | $228,220 | 0.07% |
| 112 | VANGUARD TOTAL WORLD STOCK ETF | 922042742 | 1,908 | $224,122 | 0.07% |
| 113 | DISNEY WALT CO COM | 254687106 | 1,999 | $222,607 | 0.07% |
| 114 | EVERSOURCE ENERGY COM | ES | 3,841 | $220,589 | 0.07% |
| 115 | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 922042775 | 3,826 | $219,651 | 0.07% |
| 116 | AVANTIS U.S. SMALL CAP VALUE ETF | 025072877 | 2,235 | $215,745 | 0.07% |
| 117 | ISHARES MSCI INTL QUALITY FACTOR ETF | 46434V456 | 5,777 | $214,442 | 0.07% |
| 118 | ISHARES CORE S&P 500 ETF | 464287200 | 352 | $207,215 | 0.06% |
| 119 | ACCENTURE PLC IRELAND SHS CLASS A | ACN | 587 | $206,501 | 0.06% |
| 120 | PFIZER INC COM | PFE | 7,616 | $202,052 | 0.06% |
| 121 | TUHURA BIOSCIENCES INC COM | HURA | 41,444 | $169,506 | 0.05% |