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Hurlow Wealth Management Group, Inc.

Q1 2025 Holdings

Filed 2025-05-08 | 120 holdings | $319.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Chevron Corp New COM(CVX)Stock166764100$448.8K2,6830.1%
Factset Resh SYS Inc COM(FDS)Stock303075105$449.2K9880.1%
Merck & Co Inc COM(MRK)Stock58933Y105$452.3K5,0390.1%
TJX COS Inc New COM(TJX)Stock872540109$462.2K3,7950.1%
Exxon Mobil Corp COM(XOM)Stock30231G102$469.7K3,9490.1%
Vanguard High Dividend Yield Index ETF(VYM)ETF921946406$474.2K3,6770.1%
Norfolk Southn Corp COM(NSC)Stock655844108$480.3K2,0280.2%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$490.4K3,1390.2%
Abbott Labs COM(ABT)Stock002824100$493.9K3,7230.2%
Nextera Energy Inc COM(NEE)Stock65339F101$500.3K7,0570.2%
Analog Devices Inc COM(ADI)Stock032654105$516.5K2,5610.2%
Philip Morris Intl Inc COM(PM)Stock718172109$519.0K3,2700.2%
Pepsico Inc COM(PEP)Stock713448108$527.9K3,5210.2%
Grainger W W Inc COM(GWW)Stock384802104$543.3K5500.2%
Stryker Corporation COM(SYK)Stock863667101$544.6K1,4630.2%
Ishares Select Dividend ETF(DVY)ETF464287168$547.8K4,0790.2%
Elevance Health Inc COM(ELV)Stock036752103$559.8K1,2870.2%
Meta Platforms Inc CL A(META)Stock30303M102$573.5K9950.2%
Invesco QQQ Trust Series I(QQQ)ETF46090E103$576.4K1,2290.2%
Oracle Corp COM(ORCL)Stock68389X105$580.1K4,1490.2%
Emerson Elec Co COM(EMR)Stock291011104$583.1K5,3180.2%
Ishares Russell 1000 ETF(IWB)ETF464287622$615.6K2,0070.2%
Amazon COM Inc COM(AMZN)Stock023135106$634.4K3,3340.2%
Linde PLC SHS(LIN)StockG54950103$641.7K1,3780.2%
Johnson Ctls Intl PLC SHS(JCI)StockG51502105$650.5K8,1200.2%
Aflac Inc COM(AFL)Stock001055102$662.0K5,9540.2%
Paychex Inc COM(PAYX)Stock704326107$687.9K4,4590.2%
Automatic Data Processing Inc COM(ADP)Stock053015103$710.4K2,3250.2%
Home Depot Inc COM(HD)Stock437076102$782.5K2,1350.2%
Mcdonalds Corp COM(MCD)Stock580135101$855.3K2,7380.3%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$859.5K1,5370.3%
Lowes COS Inc COM(LOW)Stock548661107$884.4K3,7920.3%
Abbvie Inc COM(ABBV)Stock00287Y109$1.2M5,5310.4%
Ishares National Muni Bond ETF(MUB)ETF464288414$1.2M11,7880.4%
Procter and Gamble Co COM(PG)Stock742718109$1.4M8,2520.4%
JPMorgan Chase & Co. COM(JPM)Stock46625H100$1.5M6,0970.5%
Cincinnati Finl Corp COM(CINF)Stock172062101$1.5M10,4740.5%
Spdr Nuveen Bloomberg Short Term Municipal Bond ETF(SHM)ETF78468R739$1.6M33,4100.5%
Berkshire Hathaway Inc del CL A(BRK/A)Stock084670108$1.6M20.5%
Vanguard Mid-Cap ETF(VO)ETF922908629$1.6M6,1970.5%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$1.6M69,1980.5%
Johnson & Johnson COM(JNJ)Stock478160104$1.6M9,8750.5%
Walmart Inc COM(WMT)Stock931142103$2.0M22,3110.6%
Dimensional Emerging Markets Core Equity 2 ETF(DFEM)ETF25434V732$2.1M80,3720.7%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$2.2M99,4560.7%
Vanguard Value ETF(VTV)ETF922908744$2.7M15,5580.8%
Vanguard Short-Term Inflation-Protected Securities ETF(VTIP)ETF922020805$3.6M72,7291.1%
Spdr Portfolio High Yield Bond ETF(SPHY)ETF78468R606$3.8M162,9191.2%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$4.1M7,6071.3%
Apple Inc COM(AAPL)Stock037833100$4.2M19,1181.3%
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