Hurlow Wealth Management Group, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 7, 2024), Hurlow Wealth Management Group, Inc. reported 118 stock positions worth $320.6 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 11.5% of the portfolio, followed by Dimensional US Eq MKT ETF (DFUS, 9.1%) and Vanguard Ftse Developed ETF (VEA, 6.6%). Compared with Q2 2024, it opened 7 new positions, sold out of 5, added to 49 and reduced 33. The biggest buy was a new position in SS SPDR P High Yield ETF (SPHY) and the biggest sale an exit from Ishr Ibx Usd Hiyld CB ETF-Ui (HYG).
- Most Recent 13F
- Q2 2026
- Location
- BLOOMINGTON, IN
- CIK
- 0001747749
- Portfolio Value
- $320.6M (Q3 2024)
- SEC Filing
- 0001085146-24-004691 ↗ filed Oct 7, 2024
Holdings Value
Holdings 118 stocks · $320.6M
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 11.49% | 139,903 | $36.8M | Add +4.8% |
| DFUS Dimensional US Eq MKT ETF | 9.10% | 469,049 | $29.2M | Add +2.6% |
| VEA Vanguard Ftse Developed ETF | 6.59% | 399,804 | $21.1M | Add +1.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 6.01% | 81,293 | $19.3M | Add +1.9% |
| DFAS Dimensional US Small Cap ETF | 5.50% | 271,688 | $17.6M | Add +9.0% |
| VNQ Vanguard Real Estate ETF | 4.52% | 148,726 | $14.5M | Add +4.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.10% | 34,261 | $13.2M | Add +0.3% |
| MSFT Microsoft Corp. | 3.56% | 26,503 | $11.4M | Add +0.3% |
| VWO Vanguard Ftse Emerging Marke | 3.02% | 202,604 | $9.7M | Add +2.4% |
| VCIT Vanguard Int-Term Corporate | 2.86% | 109,578 | $9.2M | Add +7.7% |
| VWOB Vanguard Emerg MKTS Gov BND | 2.62% | 126,607 | $8.4M | Add +5.5% |
| DFAX Dimensional World Ex US Core | 2.42% | 286,971 | $7.8M | Add +0.2% |
| DFAI Dimensional International Co. | 2.33% | 234,915 | $7.5M | Add +0.0% |
| VIG Vanguard Dividend Apprec ETF | 2.20% | 35,609 | $7.1M | Reduce -2.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.15% | 134,564 | $6.9M | Add +9.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.06% | 82,991 | $6.6M | Add +3.7% |
| DFIC Dimensional International Co. | 1.88% | 214,581 | $6.0M | Add +38.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.80% | 20,327 | $5.8M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 1.72% | 6,242 | $5.5M | Add +1.7% |
| AAPL Apple Inc. | 1.41% | 19,383 | $4.5M | Reduce -1.2% |
| BIV Vanguard Intermediate-Term B | 1.34% | 54,772 | $4.3M | Add +6.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.11% | 7,719 | $3.6M | No change |
| SPHY SS SPDR P High Yield ETF | 1.09% | 145,547 | $3.5M | New |
| VTIP Vanguard Short-Term Tips | 1.01% | 65,460 | $3.2M | Add +7.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.94% | 17,236 | $3.0M | Reduce -0.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.65% | 3 | $2.1M | No change |
| SCHX Schwab US Large-Cap ETF | 0.57% | 26,790 | $1.8M | Reduce -0.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.55% | 6,698 | $1.8M | Add +0.7% |
| JNJ Johnson & Johnson | 0.53% | 10,514 | $1.7M | Reduce -1.6% |
| WMT Walmart Inc. | 0.52% | 20,695 | $1.7M | Add +0.3% |
| SCHA Schwab US Small-Cap ETF | 0.50% | 31,403 | $1.6M | Reduce -5.5% |
| DFEM Dimensional Emrg MRKT Core | 0.50% | 56,398 | $1.6M | Add +52.5% |
| SHM SS SPDR N Ice St Muni ETF | 0.48% | 31,942 | $1.5M | Add +2.7% |
| PG The Procter & Gamble Co. | 0.45% | 8,252 | $1.4M | Reduce -0.0% |
| CINF Cincinnati Financial Corp. | 0.44% | 10,361 | $1.4M | Add +0.6% |
| MUB iShares National Muni Bond E | 0.42% | 12,320 | $1.3M | Add +0.8% |
| JPM JPMorgan Chase & Co. | 0.36% | 5,498 | $1.2M | No change |
| ABBV Abbvie Inc. | 0.34% | 5,483 | $1.1M | Add +0.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.33% | 2,189 | $1.1M | Reduce -7.7% |
| LOW Lowe's Cos Inc. | 0.32% | 3,811 | $1.0M | Reduce -2.1% |
| HD Home Depot Inc. | 0.27% | 2,110 | $855K | No change |
| MCD McDonald's Corp. | 0.26% | 2,738 | $834K | Reduce -1.8% |
| AMZN Amazon.com Inc. | 0.22% | 3,802 | $708K | Add +0.1% |
| ORCL Oracle Corp. | 0.22% | 4,079 | $695K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 1,189 | $682K | Reduce -0.2% |
| AFL Aflac Inc. | 0.21% | 5,974 | $668K | Add +0.0% |
| META Meta Platforms Inc. Class A | 0.21% | 1,166 | $667K | Add +133.7% |
| ELV Elevance Health Inc. | 0.21% | 1,271 | $661K | Add +3.4% |
| ADP Automatic Data Processing | 0.21% | 2,381 | $659K | No change |
| LIN Linde PLC | 0.20% | 1,378 | $657K | No change |
| IWB iShares Russell 1000 ETF | 0.20% | 2,007 | $631K | No change |
| JCI Johnson Controls Internation | 0.20% | 8,117 | $630K | Add +0.0% |
| EMR Emerson Electric Co. | 0.20% | 5,718 | $625K | Reduce -3.5% |
| PEP Pepsico Inc. | 0.19% | 3,564 | $606K | Reduce -0.3% |
| PAYX Paychex Inc. | 0.19% | 4,458 | $598K | No change |
| NEE Nextera Energy Inc. | 0.19% | 7,056 | $596K | Add +0.0% |
| ADI Analog Devices Inc. | 0.19% | 2,584 | $595K | Reduce -0.1% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.18% | 550 | $571K | No change |
| VOO Vanguard S&P 500 ETF | 0.18% | 1,073 | $566K | Reduce -1.9% |
| ESML iShares ESG Aware MSCI USA S | 0.18% | 13,512 | $565K | Add +0.9% |
| DVY iShares Select Dividend ETF | 0.18% | 4,169 | $563K | Reduce -15.4% |
| GOOG Alphabet Inc. Class C | 0.18% | 3,362 | $562K | No change |
| SYK Stryker Corp. | 0.17% | 1,518 | $548K | Reduce -1.4% |
| MRK Merck & Co. Inc. | 0.16% | 4,648 | $528K | Reduce -0.4% |
| NSC Norfolk Southern Corp. | 0.16% | 2,052 | $510K | Reduce -4.0% |
| VYM Vanguard High DVD Yield ETF | 0.15% | 3,725 | $478K | Add +1.0% |
| FDS Factset Research Systems Inc. | 0.15% | 1,019 | $469K | No change |
| ITW Illinois Tool Works | 0.14% | 1,773 | $465K | Reduce -3.7% |
| XOM Exxon Mobil Corp. | 0.14% | 3,959 | $464K | Reduce -0.1% |
| LHX L3HARRIS Technologies Inc. | 0.14% | 1,929 | $459K | No change |
| VGSH Vanguard Short-Term Treasury | 0.14% | 7,677 | $453K | Add +0.8% |
| SCHF Schwab Intl Equity ETF | 0.14% | 10,990 | $452K | Add +4.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 3,795 | $446K | Reduce -0.1% |
| APD Air Products & Chemicals Inc. | 0.14% | 1,481 | $441K | Reduce -3.3% |
| GD General Dynamics Corp. | 0.14% | 1,450 | $438K | No change |
| TGT Target Corp. | 0.13% | 2,752 | $429K | Reduce -9.6% |
| ABT Abbott Laboratories | 0.13% | 3,722 | $424K | Reduce -7.3% |
| ED Consolidated Edison Inc. | 0.13% | 4,010 | $418K | No change |
| GE General Electric filed as GE AEROSPACE | 0.12% | 2,091 | $394K | No change |
| SYY Sysco Corp. | 0.12% | 4,862 | $380K | No change |
| GOOGL Alphabet Inc. Class A | 0.11% | 2,151 | $357K | Reduce -2.5% |
| NVDA Nvidia Corp. | 0.11% | 2,848 | $346K | Add +8.9% |
| PM Philip Morris International | 0.11% | 2,824 | $343K | Add +2.6% |
| NVS Novartis AG-Sponsored ADR | 0.11% | 2,969 | $341K | No change |
| DUK Duke Energy Corp. | 0.10% | 2,916 | $336K | Add +0.8% |
| CL Colgate-Palmolive Co. | 0.10% | 3,206 | $333K | No change |
| MDT Medtronic PLC | 0.10% | 3,386 | $305K | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.09% | 5,689 | $303K | Reduce -0.0% |
| VOOG Vanguard S&P 500 Growth ETF | 0.09% | 875 | $302K | No change |
| XLK SS Technology Select Sector | 0.09% | 1,337 | $302K | Add +9.8% |
| VXUS Vanguard Total Intl Stock | 0.09% | 4,604 | $298K | Reduce -2.0% |
| PSX Phillips 66 | 0.09% | 2,251 | $296K | Reduce -3.6% |
| RTX RTX Corp. | 0.09% | 2,418 | $293K | No change |
| COP Conocophillips | 0.09% | 2,777 | $292K | Add +0.2% |
| CAT Caterpillar Inc. | 0.09% | 747 | $292K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.09% | 1,086 | $290K | Add +12.9% |
| CLX Clorox Company | 0.09% | 1,722 | $281K | Add +0.1% |
| MS Morgan Stanley | 0.09% | 2,630 | $274K | No change |
| V Visa Inc. Class A | 0.09% | 992 | $273K | Add +0.7% |
| WEC WEC Energy Group Inc. | 0.08% | 2,790 | $268K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Sold out | 0.00% | −1.07 |
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −0.12 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.5% | 2.20% | −0.09 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.08 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.08 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.1% | 1.80% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -7.7% | 0.33% | −0.06 |
| SCHA Schwab US Small-Cap ETF | Reduce -5.5% | 0.50% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -0.4% | 0.16% | −0.03 |
| DVY iShares Select Dividend ETF | Reduce -15.4% | 0.18% | −0.03 |
| EMR Emerson Electric Co. | Reduce -3.5% | 0.20% | −0.03 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.6% | 0.57% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -2.5% | 0.11% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -0.0% | 0.45% | −0.02 |
| TGT Target Corp. | Reduce -9.6% | 0.13% | −0.02 |
| PSX Phillips 66 | Reduce -3.6% | 0.09% | −0.02 |
| ADI Analog Devices Inc. | Reduce -0.1% | 0.19% | −0.02 |
| BDX Becton Dickinson and Co. | Reduce -9.7% | 0.08% | −0.02 |
| PEP Pepsico Inc. | Reduce -0.3% | 0.19% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 0.14% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.1% | 0.94% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -1.9% | 0.18% | −0.01 |
| ABT Abbott Laboratories | Reduce -7.3% | 0.13% | −0.01 |
| WM Waste Management Inc. | Reduce -0.1% | 0.08% | −0.01 |
| AAPL Apple Inc. | Reduce -1.2% | 1.41% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.2% | 0.21% | −0.01 |
| SYK Stryker Corp. | Reduce -1.4% | 0.17% | −0.01 |
| PFE Pfizer Inc. | Reduce -5.2% | 0.07% | −0.01 |
| ITW Illinois Tool Works | Reduce -3.7% | 0.14% | −0.00 |
| JNJ Johnson & Johnson | Reduce -1.6% | 0.53% | −0.00 |
| TJX TJX Companies Inc. | Reduce -0.1% | 0.14% | −0.00 |
| VXUS Vanguard Total Intl Stock | Reduce -2.0% | 0.09% | −0.00 |
| NSC Norfolk Southern Corp. | Reduce -4.0% | 0.16% | +0.00 |
| CSCO Cisco Systems Inc. | Reduce -0.0% | 0.09% | +0.00 |
| APD Air Products & Chemicals Inc. | Reduce -3.3% | 0.14% | +0.00 |
| MCD McDonald's Corp. | Reduce -1.8% | 0.26% | +0.02 |
| LOW Lowe's Cos Inc. | Reduce -2.1% | 0.32% | +0.03 |
Portfolio Buys Q2 2024 → Q3 2024
| SPHY SS SPDR P High Yield ETF | New | 1.09% | +1.09 |
| DFIC Dimensional International Co. | Add +38.5% | 1.88% | +0.49 |
| VNQ Vanguard Real Estate ETF | Add +4.3% | 4.52% | +0.42 |
| DFAS Dimensional US Small Cap ETF | Add +9.0% | 5.50% | +0.36 |
| DFEM Dimensional Emrg MRKT Core | Add +52.5% | 0.50% | +0.16 |
| META Meta Platforms Inc. Class A | Add +133.7% | 0.21% | +0.12 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.07% | +0.07 |
| VCIT Vanguard Int-Term Corporate | Add +7.7% | 2.86% | +0.07 |
| GIS General Mills Inc. | New | 0.07% | +0.07 |
| VT Vanguard Tot World STK ETF | New | 0.07% | +0.07 |
| ACN Accenture PLC Class A | New | 0.06% | +0.06 |
| IVV iShares Core S&P 500 ETF | New | 0.06% | +0.06 |
| BF.A Brown-Forman Corp. Class A | New | 0.06% | +0.06 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +4.8% | 11.49% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | Add +2.4% | 3.02% | +0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.9% | 6.01% | +0.04 |
| WMT Walmart Inc. | Add +0.3% | 0.52% | +0.04 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +5.5% | 2.62% | +0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +9.3% | 2.15% | +0.03 |
| AFL Aflac Inc. | Add +0.0% | 0.21% | +0.03 |
| CINF Cincinnati Financial Corp. | Add +0.6% | 0.44% | +0.02 |
| BIV Vanguard Intermediate-Term B | Add +6.4% | 1.34% | +0.02 |
| ABBV Abbvie Inc. | Add +0.0% | 0.34% | +0.01 |
| NEE Nextera Energy Inc. | Add +0.0% | 0.19% | +0.01 |
| JCI Johnson Controls Internation | Add +0.0% | 0.20% | +0.01 |
| PM Philip Morris International | Add +2.6% | 0.11% | +0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +12.9% | 0.09% | +0.01 |
| CLX Clorox Company | Add +0.1% | 0.09% | +0.01 |
| ES Eversource Energy | Add +0.1% | 0.08% | +0.01 |
| DUK Duke Energy Corp. | Add +0.8% | 0.10% | +0.01 |
| MDT Medtronic PLC | Add +0.1% | 0.10% | +0.00 |
| XLY SS Consumer Disc Select Sect | Add +4.4% | 0.08% | +0.00 |
| SCHF Schwab Intl Equity ETF | Add +4.2% | 0.14% | +0.00 |
| XLK SS Technology Select Sector | Add +9.8% | 0.09% | −0.00 |
| ESML iShares ESG Aware MSCI USA S | Add +0.9% | 0.18% | −0.00 |
| VZ Verizon Communications Inc. | Add +0.1% | 0.08% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Add +1.0% | 0.15% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.7% | 0.55% | −0.00 |
| AVUV Avantis US Small Cap Value | Add +0.1% | 0.07% | −0.00 |
| NVDA Nvidia Corp. | Add +8.9% | 0.11% | −0.00 |
| V Visa Inc. Class A | Add +0.7% | 0.09% | −0.00 |
| VGSH Vanguard Short-Term Treasury | Add +0.8% | 0.14% | −0.01 |
| VTIP Vanguard Short-Term Tips | Add +7.1% | 1.01% | −0.01 |
| COP Conocophillips | Add +0.2% | 0.09% | −0.02 |
| ELV Elevance Health Inc. | Add +3.4% | 0.21% | −0.02 |
| SHM SS SPDR N Ice St Muni ETF | Add +2.7% | 0.48% | −0.02 |
| MUB iShares National Muni Bond E | Add +0.8% | 0.42% | −0.03 |
| AMZN Amazon.com Inc. | Add +0.1% | 0.22% | −0.03 |
| DFAI Dimensional International Co. | Add +0.0% | 2.33% | −0.06 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +3.7% | 2.06% | −0.07 |
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 |