13F HOLDINGS REPORT

Hurlow Wealth Management Group, Inc.

Quarter ended Q2 2025 · Filed July 10, 2025 · Accession 0001747749-25-000005

Total Value

$354.0M

Positions

127

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (127)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD LARGE-CAP ETF	922908637	149,114	$42.5M	12.02%
2	DIMENSIONAL U.S. EQUITY MARKET ETF	25434V401	508,591	$34.1M	9.63%
3	VANGUARD FTSE DEVELOPED MARKETS ETF	921943858	428,980	$24.5M	6.91%
4	DIMENSIONAL U.S. SMALL CAP ETF	25434V500	335,322	$21.4M	6.03%
5	VANGUARD SMALL-CAP ETF	922908751	83,713	$19.8M	5.60%
6	VANGUARD GROWTH ETF	922908736	30,200	$13.2M	3.74%
7	VANGUARD REAL ESTATE ETF	922908553	134,073	$11.9M	3.37%
8	MICROSOFT CORP COM	MSFT	23,863	$11.9M	3.35%
9	DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF	25434V799	359,284	$11.2M	3.16%
10	VANGUARD FTSE EMERGING MARKETS ETF	922042858	210,864	$10.4M	2.95%
11	VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	92206C870	119,965	$9.9M	2.81%
12	VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF	921946885	144,191	$9.4M	2.66%
13	DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF	25434V880	309,426	$9.1M	2.57%
14	VANGUARD SHORT-TERM CORPORATE BOND ETF	92206C409	97,711	$7.8M	2.19%
15	DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	25434V203	221,749	$7.7M	2.17%
16	VANGUARD TAX-EXEMPT BOND ETF	922907746	147,712	$7.2M	2.05%
17	VANGUARD DIVIDEND APPRECIATION ETF	921908844	30,987	$6.3M	1.79%
18	VANGUARD INTERMEDIATE-TERM BOND ETF	921937819	75,767	$5.9M	1.66%
19	VANGUARD TOTAL STOCK MARKET ETF	922908769	18,854	$5.7M	1.62%
20	DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF	25434V732	148,270	$4.4M	1.24%
21	ELI LILLY & CO COM	LLY	5,639	$4.4M	1.24%
22	SPDR PORTFOLIO HIGH YIELD BOND ETF	78468R606	177,163	$4.2M	1.19%
23	APPLE INC COM	AAPL	19,096	$3.9M	1.11%
24	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF	922020805	75,889	$3.8M	1.08%
25	BERKSHIRE HATHAWAY INC DEL CL B NEW	BRK-A	7,607	$3.7M	1.04%
26	SCHWAB U.S. LARGE-CAP ETF	808524201	134,651	$3.3M	0.93%
27	VANGUARD VALUE ETF	922908744	14,888	$2.6M	0.74%
28	WALMART INC COM	WMT	22,311	$2.2M	0.62%
29	VANGUARD MID-CAP ETF	922908629	6,140	$1.7M	0.49%
30	JPMORGAN CHASE & CO. COM	VYLD	5,824	$1.7M	0.48%
31	SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF	78468R739	33,168	$1.6M	0.45%
32	CINCINNATI FINL CORP COM	172062101	10,284	$1.5M	0.43%
33	JOHNSON & JOHNSON COM	JNJ	9,876	$1.5M	0.43%
34	BERKSHIRE HATHAWAY INC DEL CL A	BRK-A	2	$1.5M	0.41%
35	PROCTER AND GAMBLE CO COM	742718109	8,252	$1.3M	0.37%
36	ISHARES NATIONAL MUNI BOND ETF	464288414	11,788	$1.2M	0.35%
37	ABBVIE INC COM	ABBV	5,531	$1.0M	0.29%
38	AMAZON COM INC COM	AMZN	4,576	$1.0M	0.28%
39	SCHWAB U.S. SMALL-CAP ETF	808524607	39,442	$997,878	0.28%
40	SPDR S&P 500 ETF TRUST	SPY	1,537	$949,398	0.27%
41	META PLATFORMS INC CL A	META	1,280	$944,755	0.27%
42	ORACLE CORP COM	ORCL-PD	4,250	$929,178	0.26%
43	JOHNSON CTLS INTL PLC SHS	G51502105	8,122	$857,846	0.24%
44	MCDONALDS CORP COM	MCD	2,738	$799,961	0.23%
45	HOME DEPOT INC COM	HD	2,139	$784,243	0.22%
46	LOWES COS INC COM	548661107	3,464	$768,558	0.22%
47	EMERSON ELEC CO COM	EMR	5,317	$708,916	0.20%
48	ISHARES RUSSELL 1000 ETF	464287622	2,007	$681,517	0.19%
49	NVIDIA CORPORATION COM	NVDA	4,269	$674,435	0.19%
50	PAYCHEX INC COM	PAYX	4,459	$648,606	0.18%
51	LINDE PLC SHS	LIN	1,378	$646,530	0.18%
52	AUTOMATIC DATA PROCESSING INC COM	ADP	2,085	$643,014	0.18%
53	AFLAC INC COM	AFL	5,954	$627,909	0.18%
54	ANALOG DEVICES INC COM	ADI	2,550	$606,951	0.17%
55	PHILIP MORRIS INTL INC COM	718172109	3,271	$595,747	0.17%
56	GE AEROSPACE COM NEW	369604301	2,207	$568,060	0.16%
57	INVESCO QQQ TRUST SERIES I	IVZ	1,012	$558,389	0.16%
58	GRAINGER W W INC COM	384802104	534	$555,488	0.16%
59	ISHARES SELECT DIVIDEND ETF	464287168	4,079	$541,732	0.15%
60	NORFOLK SOUTHN CORP COM	655844108	2,028	$519,107	0.15%
61	ABBOTT LABS COM	ABLZF	3,724	$506,501	0.14%
62	ELEVANCE HEALTH INC COM	ELV	1,288	$500,980	0.14%
63	VANGUARD HIGH DIVIDEND YIELD INDEX ETF	921946406	3,677	$490,181	0.14%
64	NEXTERA ENERGY INC COM	NEE-PW	7,059	$490,036	0.14%
65	DIMENSIONAL US REAL ESTATE ETF	25434V823	20,479	$480,437	0.14%
66	VANGUARD S&P 500 ETF	922908363	823	$467,629	0.13%
67	PEPSICO INC COM	PEP	3,518	$464,517	0.13%
68	L3HARRIS TECHNOLOGIES INC COM	LHX	1,831	$459,288	0.13%
69	STRYKER CORPORATION COM	SYK	1,126	$445,479	0.13%
70	CISCO SYS INC COM	CSCO	6,406	$444,448	0.13%
71	TJX COS INC NEW COM	872540109	3,595	$443,947	0.13%
72	FACTSET RESH SYS INC COM	303075105	988	$441,913	0.12%
73	ILLINOIS TOOL WKS INC COM	452308109	1,775	$438,831	0.12%
74	EXXON MOBIL CORP COM	XOM	3,944	$425,195	0.12%
75	GENERAL DYNAMICS CORP COM	GD	1,449	$422,615	0.12%
76	AIR PRODS & CHEMS INC COM	AIIR	1,496	$421,962	0.12%
77	BLACKROCK INC COM	BLK	399	$418,651	0.12%
78	CONSOLIDATED EDISON INC COM	ED	4,010	$402,404	0.11%
79	CHEVRON CORP NEW COM	CVX	2,677	$383,320	0.11%
80	SYSCO CORP COM	SYY	4,866	$368,551	0.10%
81	MORGAN STANLEY COM NEW	MS-PQ	2,593	$365,250	0.10%
82	NOVARTIS AG SPONSORED ADR	NVSEF	2,969	$359,279	0.10%
83	SCHWAB INTERNATIONAL EQUITY ETF	808524805	16,216	$358,377	0.10%
84	RTX CORPORATION COM	RTX	2,418	$353,076	0.10%
85	VANGUARD SHORT-TERM TREASURY ETF	92206C102	5,977	$351,328	0.10%
86	VANGUARD S&P 500 GROWTH ETF	921932505	875	$346,973	0.10%
87	ISHARES ESG AWARE MSCI USA SMALL-CAP ETF	46435U663	8,365	$345,725	0.10%
88	VISA INC COM CL A	V	959	$340,493	0.10%
89	TECHNOLOGY SELECT SECTOR SPDR FUND	81369Y803	1,337	$338,569	0.10%
90	DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF	25434V633	6,561	$323,326	0.09%
91	VANGUARD TOTAL WORLD STOCK ETF	922042742	2,418	$310,764	0.09%
92	MERCK & CO INC COM	MRK	3,833	$303,449	0.09%
93	VANGUARD TOTAL INTERNATIONAL STOCK ETF	921909768	4,372	$302,061	0.09%
94	VANGUARD SMALL-CAP GROWTH ETF	922908595	1,072	$296,880	0.08%
95	VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF	922021605	3,011	$293,904	0.08%
96	ALPHABET INC CAP STK CL C	GOOG	1,648	$292,339	0.08%
97	WEC ENERGY GROUP INC COM	WEC	2,792	$290,926	0.08%
98	CATERPILLAR INC COM	CAT	747	$289,993	0.08%
99	COLGATE PALMOLIVE CO COM	CL	3,185	$289,517	0.08%
100	MEDTRONIC PLC SHS	MDT	3,321	$289,492	0.08%
101	OLD NATL BANCORP IND COM	680033107	13,518	$288,474	0.08%
102	CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND	81369Y407	1,295	$281,442	0.08%
103	INTERNATIONAL BUSINESS MACHS COM	INTR	954	$281,220	0.08%
104	COSTCO WHSL CORP NEW COM	22160K105	283	$280,153	0.08%
105	PHILLIPS 66 COM	PSX	2,323	$277,134	0.08%
106	GE VERNOVA INC COM	GEV	520	$275,158	0.08%
107	DUKE ENERGY CORP NEW COM NEW	DUKB	2,287	$269,896	0.08%
108	WELLS FARGO CO NEW COM	949746101	3,291	$263,675	0.07%
109	VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	922042775	3,826	$257,184	0.07%
110	VERIZON COMMUNICATIONS INC COM	VZ	5,806	$251,226	0.07%
111	ISHARES MSCI INTL QUALITY FACTOR ETF	46434V456	5,777	$249,682	0.07%
112	SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	78467X109	566	$249,408	0.07%
113	CONOCOPHILLIPS COM	COP	2,767	$248,311	0.07%
114	TARGET CORP COM	TGT	2,488	$245,416	0.07%
115	EVERSOURCE ENERGY COM	ES	3,827	$243,474	0.07%
116	FIDELITY QUALITY FACTOR ETF	316092790	3,488	$242,869	0.07%
117	DISNEY WALT CO COM	254687106	1,921	$238,245	0.07%
118	ISHARES SHORT-TERM NATIONAL MUNI BOND ETF	464288158	2,210	$235,011	0.07%
119	SHERWIN WILLIAMS CO COM	SHW	673	$231,081	0.07%
120	ISHARES CORE S&P 500 ETF	464287200	352	$218,557	0.06%
121	3M CO COM	MMM	1,429	$217,483	0.06%
122	VANGUARD INFORMATION TECHNOLOGY ETF	92204A702	318	$210,675	0.06%
123	INVESCO S&P 500 QUALITY ETF	IVZ	2,898	$206,511	0.06%
124	CLOROX CO DEL COM	CLX	1,696	$203,639	0.06%
125	AVANTIS U.S. SMALL CAP VALUE ETF	025072877	2,235	$203,609	0.06%
126	AT&T INC COM	T-PC	6,935	$200,699	0.06%
127	TUHURA BIOSCIENCES INC COM	HURA	31,444	$70,120	0.02%