Hurlow Wealth Management Group, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 12, 2024), Hurlow Wealth Management Group, Inc. reported 116 stock positions worth $291.3 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 11.4% of the portfolio, followed by Dimensional US Eq MKT ETF (DFUS, 9.2%) and Vanguard Ftse Developed ETF (VEA, 6.7%). Compared with Q1 2024, it opened 4 new positions, sold out of 3, added to 40 and reduced 54. The biggest buy was Dimensional International (DFIC, shares +42%) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BLOOMINGTON, IN
- CIK
- 0001747749
- Portfolio Value
- $291.3M (Q2 2024)
- SEC Filing
- 0001085146-24-002888 ↗ filed Jul 12, 2024
Holdings Value
Holdings 116 stocks · $291.3M
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 11.44% | 133,465 | $33.3M | Add +0.4% |
| DFUS Dimensional US Eq MKT ETF | 9.24% | 457,354 | $26.9M | Reduce -1.3% |
| VEA Vanguard Ftse Developed ETF | 6.67% | 393,367 | $19.4M | Reduce -0.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 5.97% | 79,763 | $17.4M | Add +1.1% |
| DFAS Dimensional US Small Cap ETF | 5.14% | 249,258 | $15.0M | Add +4.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.38% | 34,154 | $12.8M | Reduce -0.7% |
| VNQ Vanguard Real Estate ETF | 4.10% | 142,520 | $11.9M | Add +4.7% |
| MSFT Microsoft Corp. | 4.06% | 26,433 | $11.8M | Reduce -0.8% |
| VWO Vanguard Ftse Emerging Marke | 2.97% | 197,868 | $8.7M | Add +2.4% |
| VCIT Vanguard Int-Term Corporate | 2.79% | 101,750 | $8.1M | Add +14.2% |
| VWOB Vanguard Emerg MKTS Gov BND | 2.59% | 120,008 | $7.5M | Add +3.8% |
| DFAX Dimensional World Ex US Core | 2.50% | 286,408 | $7.3M | Reduce -0.2% |
| DFAI Dimensional International Co. | 2.39% | 234,821 | $7.0M | Add +0.2% |
| VIG Vanguard Dividend Apprec ETF | 2.29% | 36,539 | $6.7M | Reduce -2.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.12% | 80,044 | $6.2M | Add +8.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.12% | 123,109 | $6.2M | Add +8.3% |
| LLY Eli Lilly & Co. | 1.91% | 6,135 | $5.6M | Add +3.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.87% | 20,352 | $5.4M | Reduce -0.2% |
| AAPL Apple Inc. | 1.42% | 19,618 | $4.1M | Add +1.6% |
| DFIC Dimensional International Co. | 1.40% | 154,948 | $4.1M | Add +41.9% |
| BIV Vanguard Intermediate-Term B | 1.32% | 51,482 | $3.9M | Add +14.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.08% | 7,719 | $3.1M | Add +5.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.07% | 40,295 | $3.1M | Add +5.9% |
| VTIP Vanguard Short-Term Tips | 1.02% | 61,146 | $3.0M | Add +6.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.95% | 17,254 | $2.8M | Add +6.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.63% | 3 | $1.8M | No change |
| SCHX Schwab US Large-Cap ETF | 0.59% | 26,949 | $1.7M | Reduce -1.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.55% | 6,651 | $1.6M | Add +0.1% |
| SCHA Schwab US Small-Cap ETF | 0.54% | 33,225 | $1.6M | Add +0.3% |
| JNJ Johnson & Johnson | 0.54% | 10,689 | $1.6M | Reduce -2.0% |
| SHM SS SPDR N Ice St Muni ETF | 0.50% | 31,098 | $1.5M | Reduce -6.8% |
| WMT Walmart Inc. | 0.48% | 20,623 | $1.4M | Reduce -0.4% |
| PG The Procter & Gamble Co. | 0.47% | 8,253 | $1.4M | Reduce -0.2% |
| MUB iShares National Muni Bond E | 0.45% | 12,225 | $1.3M | Add +0.1% |
| CINF Cincinnati Financial Corp. | 0.42% | 10,296 | $1.2M | Add +0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.39% | 2,372 | $1.1M | Reduce -4.3% |
| JPM JPMorgan Chase & Co. | 0.38% | 5,498 | $1.1M | Reduce -1.5% |
| DFEM Dimensional Emrg MRKT Core | 0.34% | 36,980 | $988K | Add +204.1% |
| ABBV Abbvie Inc. | 0.32% | 5,481 | $940K | Reduce -0.1% |
| LOW Lowe's Cos Inc. | 0.29% | 3,894 | $858K | Reduce -2.6% |
| AMZN Amazon.com Inc. | 0.25% | 3,797 | $734K | Reduce -0.1% |
| HD Home Depot Inc. | 0.25% | 2,110 | $726K | Add +0.1% |
| MCD McDonald's Corp. | 0.24% | 2,788 | $710K | Add +4.3% |
| ELV Elevance Health Inc. | 0.23% | 1,229 | $666K | Add +1.9% |
| EMR Emerson Electric Co. | 0.22% | 5,923 | $652K | Reduce -2.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 1,191 | $648K | Reduce -12.9% |
| GOOG Alphabet Inc. Class C | 0.21% | 3,362 | $617K | Add +0.6% |
| LIN Linde PLC | 0.21% | 1,378 | $605K | Reduce -4.1% |
| IWB iShares Russell 1000 ETF | 0.20% | 2,007 | $597K | No change |
| DVY iShares Select Dividend ETF | 0.20% | 4,928 | $596K | Reduce -4.4% |
| ADI Analog Devices Inc. | 0.20% | 2,586 | $590K | Reduce -3.6% |
| PEP Pepsico Inc. | 0.20% | 3,576 | $590K | Add +2.4% |
| MRK Merck & Co. Inc. | 0.20% | 4,666 | $578K | Reduce -0.2% |
| ORCL Oracle Corp. | 0.20% | 4,079 | $576K | No change |
| ADP Automatic Data Processing | 0.20% | 2,381 | $568K | Reduce -1.8% |
| VOO Vanguard S&P 500 ETF | 0.19% | 1,094 | $547K | No change |
| JCI Johnson Controls Internation | 0.19% | 8,115 | $539K | Reduce -0.2% |
| AFL Aflac Inc. | 0.18% | 5,973 | $533K | Add +11.8% |
| PAYX Paychex Inc. | 0.18% | 4,458 | $529K | Reduce -13.7% |
| SYK Stryker Corp. | 0.18% | 1,539 | $524K | Reduce -4.7% |
| ESML iShares ESG Aware MSCI USA S | 0.18% | 13,393 | $516K | Add +2.7% |
| NEE Nextera Energy Inc. | 0.17% | 7,054 | $499K | Reduce -2.6% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.17% | 550 | $496K | Reduce -6.3% |
| NSC Norfolk Southern Corp. | 0.16% | 2,138 | $459K | Reduce -2.0% |
| XOM Exxon Mobil Corp. | 0.16% | 3,964 | $456K | Add +0.3% |
| TGT Target Corp. | 0.15% | 3,045 | $451K | Reduce -0.4% |
| VGSH Vanguard Short-Term Treasury | 0.15% | 7,614 | $442K | Add +10.8% |
| VYM Vanguard High DVD Yield ETF | 0.15% | 3,688 | $437K | Add +35.9% |
| ITW Illinois Tool Works | 0.15% | 1,841 | $436K | Reduce -10.7% |
| LHX L3HARRIS Technologies Inc. | 0.15% | 1,929 | $433K | Reduce -2.3% |
| GD General Dynamics Corp. | 0.14% | 1,450 | $421K | Reduce -1.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 3,799 | $418K | Reduce -45.7% |
| ABT Abbott Laboratories | 0.14% | 4,015 | $417K | Add +2.4% |
| FDS Factset Research Systems Inc. | 0.14% | 1,019 | $416K | Reduce -2.3% |
| SCHF Schwab Intl Equity ETF | 0.14% | 10,549 | $405K | Reduce -63.3% |
| GOOGL Alphabet Inc. Class A | 0.14% | 2,205 | $402K | Add +13.4% |
| APD Air Products & Chemicals Inc. | 0.14% | 1,532 | $395K | No change |
| BLK BlackRock Finance Inc. | 0.12% | 457 | $360K | Reduce -2.8% |
| ED Consolidated Edison Inc. | 0.12% | 4,010 | $359K | No change |
| SYY Sysco Corp. | 0.12% | 4,862 | $347K | Reduce -4.6% |
| GE General Electric filed as GE AEROSPACE | 0.11% | 2,091 | $332K | Reduce -0.1% |
| PSX Phillips 66 | 0.11% | 2,336 | $330K | Reduce -0.1% |
| NVDA Nvidia Corp. | 0.11% | 2,616 | $323K | New |
| COP Conocophillips | 0.11% | 2,771 | $317K | Reduce -0.1% |
| NVS Novartis AG-Sponsored ADR | 0.11% | 2,969 | $316K | Reduce -0.3% |
| CL Colgate-Palmolive Co. | 0.11% | 3,206 | $311K | Reduce -7.8% |
| VOOG Vanguard S&P 500 Growth ETF | 0.10% | 875 | $292K | No change |
| DUK Duke Energy Corp. | 0.10% | 2,893 | $290K | Reduce -3.5% |
| BDX Becton Dickinson and Co. | 0.10% | 1,232 | $288K | Add +0.2% |
| VXUS Vanguard Total Intl Stock | 0.10% | 4,699 | $283K | No change |
| PM Philip Morris International | 0.10% | 2,753 | $279K | Reduce -0.4% |
| XLK SS Technology Select Sector | 0.09% | 1,218 | $276K | No change |
| WM Waste Management Inc. | 0.09% | 1,274 | $272K | No change |
| CSCO Cisco Systems Inc. | 0.09% | 5,691 | $270K | Add +8.1% |
| MDT Medtronic PLC | 0.09% | 3,384 | $266K | Reduce -0.3% |
| V Visa Inc. Class A | 0.09% | 985 | $259K | Reduce -0.1% |
| MS Morgan Stanley | 0.09% | 2,630 | $256K | Reduce -0.5% |
| META Meta Platforms Inc. Class A | 0.09% | 499 | $252K | Reduce -0.4% |
| CAT Caterpillar Inc. | 0.09% | 747 | $249K | No change |
| RTX RTX Corp. | 0.08% | 2,418 | $243K | Reduce -0.4% |
Portfolio Sells Q1 2024 → Q2 2024
| VEA Vanguard Ftse Developed ETF | Reduce -0.8% | 6.67% | −0.35 |
| SCHF Schwab Intl Equity ETF | Reduce -63.3% | 0.14% | −0.26 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.1% | 2.29% | −0.12 |
| TJX TJX Companies Inc. | Reduce -45.7% | 0.14% | −0.11 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.08 |
| DFUS Dimensional US Eq MKT ETF | Reduce -1.3% | 9.24% | −0.08 |
| DFAX Dimensional World Ex US Core | Reduce -0.2% | 2.50% | −0.08 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.08 |
| JNJ Johnson & Johnson | Reduce -2.0% | 0.54% | −0.07 |
| T AT&T Inc. | Sold out | 0.00% | −0.07 |
| LOW Lowe's Cos Inc. | Reduce -2.6% | 0.29% | −0.06 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -6.8% | 0.50% | −0.05 |
| ITW Illinois Tool Works | Reduce -10.7% | 0.15% | −0.05 |
| PAYX Paychex Inc. | Reduce -13.7% | 0.18% | −0.04 |
| GWW WW Grainger Inc. | Reduce -6.3% | 0.17% | −0.04 |
| NSC Norfolk Southern Corp. | Reduce -2.0% | 0.16% | −0.04 |
| TGT Target Corp. | Reduce -0.4% | 0.15% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -12.9% | 0.22% | −0.03 |
| ABBV Abbvie Inc. | Reduce -0.1% | 0.32% | −0.03 |
| LIN Linde PLC | Reduce -4.1% | 0.21% | −0.03 |
| SYY Sysco Corp. | Reduce -4.6% | 0.12% | −0.03 |
| FDS Factset Research Systems Inc. | Reduce -2.3% | 0.14% | −0.02 |
| SYK Stryker Corp. | Reduce -4.7% | 0.18% | −0.02 |
| CLX Clorox Company | Reduce -9.8% | 0.08% | −0.02 |
| PSX Phillips 66 | Reduce -0.1% | 0.11% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -0.2% | 0.20% | −0.02 |
| DVY iShares Select Dividend ETF | Reduce -4.4% | 0.20% | −0.02 |
| EMR Emerson Electric Co. | Reduce -2.4% | 0.22% | −0.02 |
| ADP Automatic Data Processing | Reduce -1.8% | 0.20% | −0.02 |
| COP Conocophillips | Reduce -0.1% | 0.11% | −0.02 |
| GE General Electric | Reduce -0.1% | 0.11% | −0.02 |
| BLK BlackRock Finance Inc. | Reduce -2.8% | 0.12% | −0.01 |
| SHW The Sherwin-Williams Co. | Reduce -0.3% | 0.07% | −0.01 |
| MDT Medtronic PLC | Reduce -0.3% | 0.09% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.5% | 0.38% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -9.3% | 0.08% | −0.01 |
| V Visa Inc. Class A | Reduce -0.1% | 0.09% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -0.2% | 0.47% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.3% | 0.59% | −0.00 |
| CL Colgate-Palmolive Co. | Reduce -7.8% | 0.11% | −0.00 |
| DUK Duke Energy Corp. | Reduce -3.5% | 0.10% | −0.00 |
| GD General Dynamics Corp. | Reduce -1.4% | 0.14% | −0.00 |
| JCI Johnson Controls Internation | Reduce -0.2% | 0.19% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.2% | 1.87% | −0.00 |
| RTX RTX Corp. | Reduce -0.4% | 0.08% | −0.00 |
| MS Morgan Stanley | Reduce -0.5% | 0.09% | −0.00 |
| LHX L3HARRIS Technologies Inc. | Reduce -2.3% | 0.15% | +0.00 |
| META Meta Platforms Inc. Class A | Reduce -0.4% | 0.09% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.3% | 0.39% | +0.00 |
| PM Philip Morris International | Reduce -0.4% | 0.10% | +0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| DFIC Dimensional International Co. | Add +41.9% | 1.40% | +0.37 |
| LLY Eli Lilly & Co. | Add +3.4% | 1.91% | +0.28 |
| VCIT Vanguard Int-Term Corporate | Add +14.2% | 2.79% | +0.26 |
| AAPL Apple Inc. | Add +1.6% | 1.42% | +0.25 |
| DFEM Dimensional Emrg MRKT Core | Add +204.1% | 0.34% | +0.23 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.4% | 11.44% | +0.19 |
| BIV Vanguard Intermediate-Term B | Add +14.4% | 1.32% | +0.13 |
| VWO Vanguard Ftse Emerging Marke | Add +2.4% | 2.97% | +0.12 |
| NVDA Nvidia Corp. | New | 0.11% | +0.11 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +8.2% | 2.12% | +0.10 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +8.3% | 2.12% | +0.09 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.08% | +0.08 |
| ONB Old National Bancorp | New | 0.08% | +0.08 |
| FQAL Fidelity Quality Factor ETF | New | 0.07% | +0.07 |
| VTIP Vanguard Short-Term Tips | Add +6.0% | 1.02% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +13.4% | 0.14% | +0.03 |
| VYM Vanguard High DVD Yield ETF | Add +35.9% | 0.15% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +0.6% | 0.21% | +0.03 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +5.9% | 1.07% | +0.02 |
| AFL Aflac Inc. | Add +11.8% | 0.18% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +6.8% | 0.95% | +0.02 |
| VGSH Vanguard Short-Term Treasury | Add +10.8% | 0.15% | +0.01 |
| ELV Elevance Health Inc. | Add +1.9% | 0.23% | +0.01 |
| BP BP PLC-Spons ADR | Add +10.8% | 0.08% | +0.00 |
| PFE Pfizer Inc. | Add +3.8% | 0.08% | +0.00 |
| CSCO Cisco Systems Inc. | Add +8.1% | 0.09% | +0.00 |
| AVUV Avantis US Small Cap Value | Add +2.1% | 0.07% | −0.00 |
| XOM Exxon Mobil Corp. | Add +0.3% | 0.16% | −0.01 |
| ESML iShares ESG Aware MSCI USA S | Add +2.7% | 0.18% | −0.01 |
| BDX Becton Dickinson and Co. | Add +0.2% | 0.10% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.3% | 1.08% | −0.01 |
| PEP Pepsico Inc. | Add +2.4% | 0.20% | −0.01 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +3.8% | 2.59% | −0.01 |
| ABT Abbott Laboratories | Add +2.4% | 0.14% | −0.01 |
| MUB iShares National Muni Bond E | Add +0.1% | 0.45% | −0.02 |
| MCD McDonald's Corp. | Add +4.3% | 0.24% | −0.02 |
| CINF Cincinnati Financial Corp. | Add +0.7% | 0.42% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.1% | 0.55% | −0.03 |
| SCHA Schwab US Small-Cap ETF | Add +0.3% | 0.54% | −0.03 |
| HD Home Depot Inc. | Add +0.1% | 0.25% | −0.04 |
| VNQ Vanguard Real Estate ETF | Add +4.7% | 4.10% | −0.06 |
| DFAS Dimensional US Small Cap ETF | Add +4.8% | 5.14% | −0.09 |
| DFAI Dimensional International Co. | Add +0.2% | 2.39% | −0.11 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.1% | 5.97% | −0.40 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 125 | $480.6M | VV, DFUS, DFAS, DFIC, VEA |
| Q1 2026 | 120 | $420.1M | VV, DFUS, DFAS, VEA, DFIC |
| Q4 2025 | 120 | $408.5M | VV, DFUS, DFAS, VEA, DFIC |
| Q3 2025 | 119 | $386.1M | VV, DFUS, DFAS, VEA, VB |
| Q2 2025 | 127 | $354.0M | VV, DFUS, VEA, DFAS, VB |
| Q1 2025 | 120 | $319.9M | VV, DFUS, VEA, VB, DFAS |
| Q4 2024 | 121 | $320.2M | VV, DFUS, VEA, VB, DFAS |
| Q3 2024 | 118 | $320.6M | VV, DFUS, VEA, VB, DFAS |
| Q2 2024 | 116 | $291.3M | VV, DFUS, VEA, VB, DFAS |
| Q1 2024 | 115 | $283.3M | VV, DFUS, VEA, VB, DFAS |