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Hurlow Wealth Management Group, Inc.

Q4 2024 Holdings

Filed 2025-02-13 | 121 holdings | $320.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
AIR Prods & Chems Inc COM(APD)Stock009158106$434.2K1,4970.1%
BlackRock Inc COM(BLK)Stock09290D101$438.7K4280.1%
Illinois Tool WKS Inc COM(ITW)Stock452308109$449.7K1,7730.1%
Merck & Co Inc COM(MRK)Stock58933Y105$455.7K4,5800.1%
TJX COS Inc New COM(TJX)Stock872540109$458.5K3,7950.1%
Vanguard High Dividend Yield Index ETF(VYM)ETF921946406$469.1K3,6770.1%
Factset Resh SYS Inc COM(FDS)Stock303075105$474.5K9880.1%
Elevance Health Inc COM(ELV)Stock036752103$474.8K1,2870.1%
Norfolk Southn Corp COM(NSC)Stock655844108$476.0K2,0280.1%
Nextera Energy Inc COM(NEE)Stock65339F101$505.8K7,0550.2%
Pepsico Inc COM(PEP)Stock713448108$536.0K3,5250.2%
Stryker Corporation COM(SYK)Stock863667101$541.9K1,5050.2%
Analog Devices Inc COM(ADI)Stock032654105$544.1K2,5610.2%
Ishares Select Dividend ETF(DVY)ETF464287168$547.3K4,1690.2%
Meta Platforms Inc CL A(META)Stock30303M102$550.4K9400.2%
Ishares ESG Aware Msci USA Small-Cap ETF(ESML)ETF46435U663$568.2K13,5120.2%
Linde PLC SHS(LIN)StockG54950103$576.9K1,3780.2%
Grainger W W Inc COM(GWW)Stock384802104$579.7K5500.2%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$597.0K3,1350.2%
Aflac Inc COM(AFL)Stock001055102$615.9K5,9540.2%
Paychex Inc COM(PAYX)Stock704326107$625.2K4,4590.2%
Vanguard S&P 500 ETF(VOO)ETF922908363$628.9K1,1670.2%
Johnson Ctls Intl PLC SHS(JCI)StockG51502105$640.9K8,1200.2%
Ishares Russell 1000 ETF(IWB)ETF464287622$646.6K2,0070.2%
Emerson Elec Co COM(EMR)Stock291011104$658.8K5,3160.2%
Oracle Corp COM(ORCL)Stock68389X105$691.4K4,1490.2%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$696.0K1,1870.2%
Automatic Data Processing Inc COM(ADP)Stock053015103$697.0K2,3810.2%
Amazon COM Inc COM(AMZN)Stock023135106$797.3K3,6340.2%
Mcdonalds Corp COM(MCD)Stock580135101$822.7K2,8380.3%
Home Depot Inc COM(HD)Stock437076102$831.3K2,1370.3%
Lowes COS Inc COM(LOW)Stock548661107$935.9K3,7920.3%
Abbvie Inc COM(ABBV)Stock00287Y109$982.9K5,5310.3%
Invesco QQQ Trust Series I(QQQ)ETF46090E103$1.0M1,9780.3%
Ishares National Muni Bond ETF(MUB)ETF464288414$1.3M12,0750.4%
JPMorgan Chase & Co. COM(JPM)Stock46625H100$1.3M5,5380.4%
Procter and Gamble Co COM(PG)Stock742718109$1.4M8,2520.4%
Johnson & Johnson COM(JNJ)Stock478160104$1.4M9,8660.4%
Cincinnati Finl Corp COM(CINF)Stock172062101$1.5M10,4190.5%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$1.6M61,9530.5%
Spdr Nuveen Bloomberg Short Term Municipal Bond ETF(SHM)ETF78468R739$1.7M35,6080.5%
Vanguard Mid-Cap ETF(VO)ETF922908629$1.8M6,7210.6%
Dimensional Emerging Markets Core Equity 2 ETF(DFEM)ETF25434V732$1.8M69,1390.6%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$1.8M78,4090.6%
Walmart Inc COM(WMT)Stock931142103$1.9M20,6400.6%
Berkshire Hathaway Inc del CL A(BRK/A)Stock084670108$2.0M30.6%
Vanguard Value ETF(VTV)ETF922908744$2.8M16,4000.9%
Vanguard Short-Term Inflation-Protected Securities ETF(VTIP)ETF922020805$3.5M71,5071.1%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$3.5M7,7071.1%
Spdr Portfolio High Yield Bond ETF(SPHY)ETF78468R606$3.6M152,3711.1%
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