13F HOLDINGS REPORT

Hurlow Wealth Management Group, Inc.

Quarter ended Q1 2025 · Filed May 8, 2025 · Accession 0001747749-25-000004

Total Value

$319.9M

Positions

120

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (120)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD LARGE-CAP ETF	922908637	143,407	$36.9M	11.52%
2	DIMENSIONAL U.S. EQUITY MARKET ETF	25434V401	476,715	$28.8M	9.01%
3	VANGUARD FTSE DEVELOPED MARKETS ETF	921943858	431,077	$21.9M	6.85%
4	VANGUARD SMALL-CAP ETF	922908751	83,340	$18.5M	5.78%
5	DIMENSIONAL U.S. SMALL CAP ETF	25434V500	304,296	$18.2M	5.68%
6	VANGUARD REAL ESTATE ETF	922908553	159,703	$14.5M	4.52%
7	VANGUARD GROWTH ETF	922908736	32,857	$12.2M	3.81%
8	VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	92206C870	118,267	$9.7M	3.02%
9	VANGUARD FTSE EMERGING MARKETS ETF	922042858	203,906	$9.2M	2.88%
10	MICROSOFT CORP COM	MSFT	23,987	$9.0M	2.81%
11	VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF	921946885	133,308	$8.6M	2.67%
12	DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF	25434V799	307,662	$8.5M	2.67%
13	DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF	25434V880	310,697	$8.1M	2.54%
14	VANGUARD SHORT-TERM CORPORATE BOND ETF	92206C409	93,518	$7.4M	2.31%
15	DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	25434V203	225,748	$7.1M	2.20%
16	VANGUARD TAX-EXEMPT BOND ETF	922907746	135,383	$6.7M	2.10%
17	VANGUARD DIVIDEND APPRECIATION ETF	921908844	32,334	$6.3M	1.96%
18	VANGUARD TOTAL STOCK MARKET ETF	922908769	19,397	$5.3M	1.67%
19	ELI LILLY & CO COM	LLY	6,138	$5.1M	1.58%
20	VANGUARD INTERMEDIATE-TERM BOND ETF	921937819	61,310	$4.7M	1.47%
21	APPLE INC COM	AAPL	19,118	$4.2M	1.33%
22	BERKSHIRE HATHAWAY INC DEL CL B NEW	BRK-A	7,607	$4.1M	1.27%
23	SPDR PORTFOLIO HIGH YIELD BOND ETF	78468R606	162,919	$3.8M	1.19%
24	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF	922020805	72,729	$3.6M	1.13%
25	VANGUARD VALUE ETF	922908744	15,558	$2.7M	0.84%
26	SCHWAB U.S. LARGE-CAP ETF	808524201	99,456	$2.2M	0.69%
27	DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF	25434V732	80,372	$2.1M	0.66%
28	WALMART INC COM	WMT	22,311	$2.0M	0.61%
29	JOHNSON & JOHNSON COM	JNJ	9,875	$1.6M	0.51%
30	SCHWAB U.S. SMALL-CAP ETF	808524607	69,198	$1.6M	0.51%
31	VANGUARD MID-CAP ETF	922908629	6,197	$1.6M	0.50%
32	BERKSHIRE HATHAWAY INC DEL CL A	BRK-A	2	$1.6M	0.50%
33	SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF	78468R739	33,410	$1.6M	0.50%
34	CINCINNATI FINL CORP COM	172062101	10,474	$1.5M	0.48%
35	JPMORGAN CHASE & CO. COM	VYLD	6,097	$1.5M	0.47%
36	PROCTER AND GAMBLE CO COM	742718109	8,252	$1.4M	0.44%
37	ISHARES NATIONAL MUNI BOND ETF	464288414	11,788	$1.2M	0.39%
38	ABBVIE INC COM	ABBV	5,531	$1.2M	0.36%
39	LOWES COS INC COM	548661107	3,792	$884,408	0.28%
40	SPDR S&P 500 ETF TRUST	SPY	1,537	$859,530	0.27%
41	MCDONALDS CORP COM	MCD	2,738	$855,269	0.27%
42	HOME DEPOT INC COM	HD	2,135	$782,456	0.24%
43	AUTOMATIC DATA PROCESSING INC COM	ADP	2,325	$710,357	0.22%
44	PAYCHEX INC COM	PAYX	4,459	$687,935	0.22%
45	AFLAC INC COM	AFL	5,954	$662,025	0.21%
46	JOHNSON CTLS INTL PLC SHS	G51502105	8,120	$650,493	0.20%
47	LINDE PLC SHS	LIN	1,378	$641,652	0.20%
48	AMAZON COM INC COM	AMZN	3,334	$634,364	0.20%
49	ISHARES RUSSELL 1000 ETF	464287622	2,007	$615,627	0.19%
50	EMERSON ELEC CO COM	EMR	5,318	$583,066	0.18%
51	ORACLE CORP COM	ORCL-PD	4,149	$580,072	0.18%
52	INVESCO QQQ TRUST SERIES I	IVZ	1,229	$576,407	0.18%
53	META PLATFORMS INC CL A	META	995	$573,478	0.18%
54	ELEVANCE HEALTH INC COM	ELV	1,287	$559,794	0.17%
55	ISHARES SELECT DIVIDEND ETF	464287168	4,079	$547,769	0.17%
56	STRYKER CORPORATION COM	SYK	1,463	$544,602	0.17%
57	GRAINGER W W INC COM	384802104	550	$543,307	0.17%
58	PEPSICO INC COM	PEP	3,521	$527,939	0.17%
59	PHILIP MORRIS INTL INC COM	718172109	3,270	$519,047	0.16%
60	ANALOG DEVICES INC COM	ADI	2,561	$516,477	0.16%
61	NEXTERA ENERGY INC COM	NEE-PW	7,057	$500,271	0.16%
62	ABBOTT LABS COM	ABLZF	3,723	$493,856	0.15%
63	ALPHABET INC CAP STK CL C	GOOG	3,139	$490,406	0.15%
64	NORFOLK SOUTHN CORP COM	655844108	2,028	$480,332	0.15%
65	VANGUARD HIGH DIVIDEND YIELD INDEX ETF	921946406	3,677	$474,186	0.15%
66	EXXON MOBIL CORP COM	XOM	3,949	$469,689	0.15%
67	TJX COS INC NEW COM	872540109	3,795	$462,231	0.14%
68	MERCK & CO INC COM	MRK	5,039	$452,315	0.14%
69	FACTSET RESH SYS INC COM	303075105	988	$449,184	0.14%
70	CHEVRON CORP NEW COM	CVX	2,683	$448,839	0.14%
71	CONSOLIDATED EDISON INC COM	ED	4,011	$443,576	0.14%
72	AIR PRODS & CHEMS INC COM	AIIR	1,498	$441,790	0.14%
73	GE AEROSPACE COM NEW	369604301	2,207	$441,731	0.14%
74	ILLINOIS TOOL WKS INC COM	452308109	1,774	$439,987	0.14%
75	SCHWAB INTERNATIONAL EQUITY ETF	808524805	20,844	$412,301	0.13%
76	BLACKROCK INC COM	BLK	428	$405,093	0.13%
77	L3HARRIS TECHNOLOGIES INC COM	LHX	1,930	$403,968	0.13%
78	CISCO SYS INC COM	CSCO	6,406	$395,314	0.12%
79	GENERAL DYNAMICS CORP COM	GD	1,450	$395,241	0.12%
80	VANGUARD S&P 500 ETF	922908363	758	$389,671	0.12%
81	SYSCO CORP COM	SYY	4,862	$364,844	0.11%
82	VANGUARD SHORT-TERM TREASURY ETF	92206C102	5,977	$350,790	0.11%
83	VISA INC COM CL A	V	958	$335,741	0.10%
84	NOVARTIS AG SPONSORED ADR	NVSEF	2,969	$330,984	0.10%
85	ISHARES ESG AWARE MSCI USA SMALL-CAP ETF	46435U663	8,365	$321,300	0.10%
86	RTX CORPORATION COM	RTX	2,418	$320,288	0.10%
87	NVIDIA CORPORATION COM	NVDA	2,883	$312,442	0.10%
88	WEC ENERGY GROUP INC COM	WEC	2,792	$304,272	0.10%
89	MORGAN STANLEY COM NEW	MS-PQ	2,593	$302,525	0.09%
90	MEDTRONIC PLC SHS	MDT	3,323	$298,605	0.09%
91	COLGATE PALMOLIVE CO COM	CL	3,185	$298,435	0.09%
92	WASTE MGMT INC DEL COM	94106L109	1,273	$294,712	0.09%
93	VANGUARD S&P 500 GROWTH ETF	921932505	875	$292,670	0.09%
94	CONOCOPHILLIPS COM	COP	2,783	$292,271	0.09%
95	PHILLIPS 66 COM	PSX	2,326	$287,214	0.09%
96	OLD NATL BANCORP IND COM	680033107	13,518	$286,446	0.09%
97	VANGUARD TOTAL INTERNATIONAL STOCK ETF	921909768	4,604	$285,908	0.09%
98	DUKE ENERGY CORP NEW COM NEW	DUKB	2,287	$278,974	0.09%
99	TECHNOLOGY SELECT SECTOR SPDR FUND	81369Y803	1,337	$276,064	0.09%
100	VANGUARD TOTAL WORLD STOCK ETF	922042742	2,366	$274,321	0.09%
101	VANGUARD SMALL-CAP GROWTH ETF	922908595	1,086	$273,422	0.09%
102	TARGET CORP COM	TGT	2,569	$268,072	0.08%
103	COSTCO WHSL CORP NEW COM	22160K105	283	$267,656	0.08%
104	VERIZON COMMUNICATIONS INC COM	VZ	5,808	$263,451	0.08%
105	CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND	81369Y407	1,295	$255,711	0.08%
106	BECTON DICKINSON & CO COM	BDX	1,093	$250,363	0.08%
107	CLOROX CO DEL COM	CLX	1,697	$249,883	0.08%
108	CATERPILLAR INC COM	CAT	747	$246,361	0.08%
109	ALPHABET INC CAP STK CL A	GOOG	1,564	$241,823	0.08%
110	EVERSOURCE ENERGY COM	ES	3,846	$238,875	0.07%
111	SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	78467X109	566	$237,652	0.07%
112	INTERNATIONAL BUSINESS MACHS COM	INTR	954	$237,222	0.07%
113	WELLS FARGO CO NEW COM	949746101	3,291	$236,261	0.07%
114	SHERWIN WILLIAMS CO COM	SHW	673	$235,005	0.07%
115	VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	922042775	3,826	$232,085	0.07%
116	ISHARES MSCI INTL QUALITY FACTOR ETF	46434V456	5,777	$229,289	0.07%
117	FIDELITY QUALITY FACTOR ETF	316092790	3,488	$223,790	0.07%
118	BP PLC SPONSORED ADR	BPPFF	6,264	$211,661	0.07%
119	3M CO COM	MMM	1,429	$209,797	0.07%
120	TUHURA BIOSCIENCES INC COM	HURA	31,444	$101,564	0.03%