Hurlow Wealth Management Group, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Hurlow Wealth Management Group, Inc. reported 121 stock positions worth $320.2 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 11.7% of the portfolio, followed by Dimensional US Eq MKT ETF (DFUS, 9.6%) and Vanguard Ftse Developed ETF (VEA, 6.4%). Compared with Q3 2024, it opened 5 new positions, sold out of 2, added to 36 and reduced 48. The biggest buy was Dimensional US Eq MKT ETF (DFUS, shares +2%) and the biggest sale Microsoft (MSFT, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- BLOOMINGTON, IN
- CIK
- 0001747749
- Portfolio Value
- $320.2M (Q4 2024)
- SEC Filing
- 0001747749-25-000003 ↗ filed Feb 13, 2025
Holdings Value
Holdings 121 stocks · $320.2M
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 11.70% | 138,933 | $37.5M | Reduce -0.7% |
| DFUS Dimensional US Eq MKT ETF | 9.55% | 479,713 | $30.6M | Add +2.3% |
| VEA Vanguard Ftse Developed ETF | 6.41% | 428,946 | $20.5M | Add +7.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 6.06% | 80,772 | $19.4M | Reduce -0.6% |
| DFAS Dimensional US Small Cap ETF | 5.83% | 286,685 | $18.7M | Add +5.5% |
| VNQ Vanguard Real Estate ETF | 4.24% | 152,367 | $13.6M | Add +2.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.23% | 32,975 | $13.5M | Reduce -3.8% |
| MSFT Microsoft Corp. | 3.16% | 24,007 | $10.1M | Reduce -9.4% |
| VCIT Vanguard Int-Term Corporate | 2.91% | 116,031 | $9.3M | Add +5.9% |
| VWO Vanguard Ftse Emerging Marke | 2.81% | 204,170 | $9.0M | Add +0.8% |
| VWOB Vanguard Emerg MKTS Gov BND | 2.55% | 129,283 | $8.2M | Add +2.1% |
| DFAX Dimensional World Ex US Core | 2.35% | 302,224 | $7.5M | Add +5.3% |
| DFIC Dimensional International Co. | 2.25% | 279,261 | $7.2M | Add +30.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.22% | 141,605 | $7.1M | Add +5.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.17% | 88,911 | $6.9M | Add +7.1% |
| VIG Vanguard Dividend Apprec ETF | 2.10% | 34,370 | $6.7M | Reduce -3.5% |
| DFAI Dimensional International Co. | 2.10% | 230,109 | $6.7M | Reduce -2.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.76% | 19,397 | $5.6M | Reduce -4.6% |
| AAPL Apple Inc. | 1.51% | 19,253 | $4.8M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 1.47% | 6,098 | $4.7M | Reduce -2.3% |
| BIV Vanguard Intermediate-Term B | 1.33% | 57,042 | $4.3M | Add +4.1% |
| SPHY SS SPDR P High Yield ETF | 1.12% | 152,371 | $3.6M | Add +4.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.09% | 7,707 | $3.5M | Reduce -0.2% |
| VTIP Vanguard Short-Term Tips | 1.08% | 71,507 | $3.5M | Add +9.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.87% | 16,400 | $2.8M | Reduce -4.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.64% | 3 | $2.0M | No change |
| WMT Walmart Inc. | 0.58% | 20,640 | $1.9M | Reduce -0.3% |
| SCHX Schwab US Large-Cap ETF | 0.57% | 78,409 | $1.8M | Reduce -2.4% |
| DFEM Dimensional Emrg MRKT Core | 0.57% | 69,139 | $1.8M | Add +22.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.55% | 6,721 | $1.8M | Add +0.3% |
| SHM SS SPDR N Ice St Muni ETF | 0.53% | 35,608 | $1.7M | Add +11.5% |
| SCHA Schwab US Small-Cap ETF | 0.50% | 61,953 | $1.6M | Reduce -1.4% |
| CINF Cincinnati Financial Corp. | 0.47% | 10,419 | $1.5M | Add +0.6% |
| JNJ Johnson & Johnson | 0.45% | 9,866 | $1.4M | Reduce -6.2% |
| PG The Procter & Gamble Co. | 0.43% | 8,252 | $1.4M | No change |
| JPM JPMorgan Chase & Co. | 0.41% | 5,538 | $1.3M | Add +0.7% |
| MUB iShares National Muni Bond E | 0.40% | 12,075 | $1.3M | Reduce -2.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.32% | 1,978 | $1.0M | Reduce -9.6% |
| ABBV Abbvie Inc. | 0.31% | 5,531 | $983K | Add +0.9% |
| LOW Lowe's Cos Inc. | 0.29% | 3,792 | $936K | Reduce -0.5% |
| HD Home Depot Inc. | 0.26% | 2,137 | $831K | Add +1.3% |
| MCD McDonald's Corp. | 0.26% | 2,838 | $823K | Add +3.6% |
| AMZN Amazon.com Inc. | 0.25% | 3,634 | $797K | Reduce -4.4% |
| ADP Automatic Data Processing | 0.22% | 2,381 | $697K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 1,187 | $696K | Reduce -0.2% |
| ORCL Oracle Corp. | 0.22% | 4,149 | $691K | Add +1.7% |
| EMR Emerson Electric Co. | 0.21% | 5,316 | $659K | Reduce -7.0% |
| IWB iShares Russell 1000 ETF | 0.20% | 2,007 | $647K | No change |
| JCI Johnson Controls Internation | 0.20% | 8,120 | $641K | Add +0.0% |
| VOO Vanguard S&P 500 ETF | 0.20% | 1,167 | $629K | Add +8.8% |
| PAYX Paychex Inc. | 0.20% | 4,459 | $625K | Add +0.0% |
| AFL Aflac Inc. | 0.19% | 5,954 | $616K | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 0.19% | 3,135 | $597K | Reduce -6.8% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.18% | 550 | $580K | No change |
| LIN Linde PLC | 0.18% | 1,378 | $577K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.18% | 13,512 | $568K | No change |
| META Meta Platforms Inc. Class A | 0.17% | 940 | $550K | Reduce -19.4% |
| DVY iShares Select Dividend ETF | 0.17% | 4,169 | $547K | No change |
| ADI Analog Devices Inc. | 0.17% | 2,561 | $544K | Reduce -0.9% |
| SYK Stryker Corp. | 0.17% | 1,505 | $542K | Reduce -0.9% |
| PEP Pepsico Inc. | 0.17% | 3,525 | $536K | Reduce -1.1% |
| NEE Nextera Energy Inc. | 0.16% | 7,055 | $506K | Reduce -0.0% |
| NSC Norfolk Southern Corp. | 0.15% | 2,028 | $476K | Reduce -1.2% |
| ELV Elevance Health Inc. | 0.15% | 1,287 | $475K | Add +1.3% |
| FDS Factset Research Systems Inc. | 0.15% | 988 | $475K | Reduce -3.0% |
| VYM Vanguard High DVD Yield ETF | 0.15% | 3,677 | $469K | Reduce -1.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 3,795 | $458K | No change |
| MRK Merck & Co. Inc. | 0.14% | 4,580 | $456K | Reduce -1.5% |
| ITW Illinois Tool Works | 0.14% | 1,773 | $450K | No change |
| BLK BlackRock Inc. | 0.14% | 428 | $439K | New |
| APD Air Products & Chemicals Inc. | 0.14% | 1,497 | $434K | Add +1.1% |
| XOM Exxon Mobil Corp. | 0.13% | 3,959 | $426K | No change |
| ABT Abbott Laboratories | 0.13% | 3,722 | $421K | No change |
| LHX L3HARRIS Technologies Inc. | 0.13% | 1,930 | $406K | Add +0.1% |
| SCHF Schwab Intl Equity ETF | 0.12% | 21,209 | $392K | Reduce -3.5% |
| VGSH Vanguard Short-Term Treasury | 0.12% | 6,720 | $391K | Reduce -12.5% |
| GD General Dynamics Corp. | 0.12% | 1,450 | $382K | No change |
| NVDA Nvidia Corp. | 0.12% | 2,842 | $382K | Reduce -0.2% |
| SYY Sysco Corp. | 0.12% | 4,864 | $372K | Add +0.0% |
| TGT Target Corp. | 0.11% | 2,674 | $361K | Reduce -2.8% |
| ED Consolidated Edison Inc. | 0.11% | 4,010 | $358K | No change |
| GE General Electric filed as GE AEROSPACE | 0.11% | 2,091 | $349K | No change |
| CSCO Cisco Systems Inc. | 0.11% | 5,808 | $344K | Add +2.1% |
| PM Philip Morris International | 0.11% | 2,826 | $340K | Add +0.1% |
| MS Morgan Stanley | 0.10% | 2,593 | $326K | Reduce -1.4% |
| VOOG Vanguard S&P 500 Growth ETF | 0.10% | 875 | $320K | No change |
| GOOGL Alphabet Inc. Class A | 0.10% | 1,675 | $317K | Reduce -22.1% |
| XLK SS Technology Select Sector | 0.10% | 1,337 | $311K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.10% | 1,086 | $304K | No change |
| V Visa Inc. Class A | 0.09% | 958 | $303K | Reduce -3.4% |
| ONB Old National Bancorp | 0.09% | 13,518 | $293K | No change |
| XLY SS Consumer Disc Select Sect | 0.09% | 1,295 | $291K | No change |
| CL Colgate-Palmolive Co. | 0.09% | 3,185 | $290K | Reduce -0.7% |
| NVS Novartis AG-Sponsored ADR | 0.09% | 2,969 | $289K | No change |
| RTX RTX Corp. | 0.09% | 2,418 | $280K | No change |
| CLX Clorox Company | 0.09% | 1,697 | $276K | Reduce -1.4% |
| COP Conocophillips | 0.09% | 2,774 | $275K | Reduce -0.1% |
| TSLA Tesla Inc. | 0.09% | 676 | $273K | New |
| VXUS Vanguard Total Intl Stock | 0.08% | 4,604 | $271K | No change |
| CAT Caterpillar Inc. | 0.08% | 747 | $271K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| MSFT Microsoft Corp. | Reduce -9.4% | 3.16% | −0.40 |
| LLY Eli Lilly & Co. | Reduce -2.3% | 1.47% | −0.25 |
| DFAI Dimensional International Co. | Reduce -2.0% | 2.10% | −0.23 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.5% | 2.10% | −0.10 |
| JNJ Johnson & Johnson | Reduce -6.2% | 0.45% | −0.09 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -4.8% | 0.87% | −0.07 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.07 |
| BF.A Brown-Forman Corp. Class A | Sold out | 0.00% | −0.06 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.6% | 1.76% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -19.4% | 0.17% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -0.5% | 0.29% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -0.0% | 0.16% | −0.03 |
| DUK Duke Energy Corp. | Reduce -21.6% | 0.08% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -1.5% | 0.14% | −0.02 |
| PEP Pepsico Inc. | Reduce -1.1% | 0.17% | −0.02 |
| TGT Target Corp. | Reduce -2.8% | 0.11% | −0.02 |
| VGSH Vanguard Short-Term Treasury | Reduce -12.5% | 0.12% | −0.02 |
| SCHF Schwab Intl Equity ETF | Reduce -3.5% | 0.12% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -9.6% | 0.32% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 1.09% | −0.02 |
| AFL Aflac Inc. | Reduce -0.3% | 0.19% | −0.02 |
| ADI Analog Devices Inc. | Reduce -0.9% | 0.17% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -2.0% | 0.40% | −0.02 |
| ES Eversource Energy | Reduce -2.0% | 0.07% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -0.7% | 0.09% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -22.1% | 0.10% | −0.01 |
| MDT Medtronic PLC | Reduce -1.9% | 0.08% | −0.01 |
| NSC Norfolk Southern Corp. | Reduce -1.2% | 0.15% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -0.1% | 0.07% | −0.01 |
| BDX Becton Dickinson and Co. | Reduce -1.6% | 0.08% | −0.01 |
| PFE Pfizer Inc. | Reduce -0.1% | 0.06% | −0.01 |
| COP Conocophillips | Reduce -0.1% | 0.09% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.4% | 0.50% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.3% | 0.15% | −0.00 |
| SYK Stryker Corp. | Reduce -0.9% | 0.17% | −0.00 |
| CLX Clorox Company | Reduce -1.4% | 0.09% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.4% | 0.57% | +0.00 |
| FDS Factset Research Systems Inc. | Reduce -3.0% | 0.15% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.2% | 0.22% | +0.00 |
| V Visa Inc. Class A | Reduce -3.4% | 0.09% | +0.01 |
| EMR Emerson Electric Co. | Reduce -7.0% | 0.21% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -6.8% | 0.19% | +0.01 |
| NVDA Nvidia Corp. | Reduce -0.2% | 0.12% | +0.01 |
| MS Morgan Stanley | Reduce -1.4% | 0.10% | +0.02 |
| AMZN Amazon.com Inc. | Reduce -4.4% | 0.25% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.6% | 6.06% | +0.05 |
| WMT Walmart Inc. | Reduce -0.3% | 0.58% | +0.06 |
| AAPL Apple Inc. | Reduce -0.7% | 1.51% | +0.10 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.8% | 4.23% | +0.12 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.7% | 11.70% | +0.21 |
Portfolio Buys Q3 2024 → Q4 2024
| DFUS Dimensional US Eq MKT ETF | Add +2.3% | 9.55% | +0.45 |
| DFIC Dimensional International Co. | Add +30.1% | 2.25% | +0.37 |
| DFAS Dimensional US Small Cap ETF | Add +5.5% | 5.83% | +0.33 |
| BLK BlackRock Inc. | New | 0.14% | +0.14 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +7.1% | 2.17% | +0.11 |
| TSLA Tesla Inc. | New | 0.09% | +0.09 |
| WFC Wells Fargo & Co. | New | 0.08% | +0.08 |
| VTIP Vanguard Short-Term Tips | Add +9.2% | 1.08% | +0.07 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +5.2% | 2.22% | +0.07 |
| DFEM Dimensional Emrg MRKT Core | Add +22.6% | 0.57% | +0.07 |
| DIS The Walt Disney Co. | New | 0.07% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +0.7% | 0.41% | +0.05 |
| HURA Tuhura Biosciences Inc. | New | 0.05% | +0.05 |
| SHM SS SPDR N Ice St Muni ETF | Add +11.5% | 0.53% | +0.05 |
| VCIT Vanguard Int-Term Corporate | Add +5.9% | 2.91% | +0.05 |
| CINF Cincinnati Financial Corp. | Add +0.6% | 0.47% | +0.03 |
| SPHY SS SPDR P High Yield ETF | Add +4.7% | 1.12% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +8.8% | 0.20% | +0.02 |
| CSCO Cisco Systems Inc. | Add +2.1% | 0.11% | +0.01 |
| PAYX Paychex Inc. | Add +0.0% | 0.20% | +0.01 |
| JCI Johnson Controls Internation | Add +0.0% | 0.20% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.3% | 0.55% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +4.4% | 0.07% | +0.00 |
| ACN Accenture PLC Class A | Add +0.2% | 0.06% | −0.00 |
| PM Philip Morris International | Add +0.1% | 0.11% | −0.00 |
| ORCL Oracle Corp. | Add +1.7% | 0.22% | −0.00 |
| APD Air Products & Chemicals Inc. | Add +1.1% | 0.14% | −0.00 |
| SYY Sysco Corp. | Add +0.0% | 0.12% | −0.00 |
| MCD McDonald's Corp. | Add +3.6% | 0.26% | −0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.3% | 0.07% | −0.01 |
| HD Home Depot Inc. | Add +1.3% | 0.26% | −0.01 |
| BIV Vanguard Intermediate-Term B | Add +4.1% | 1.33% | −0.01 |
| PSX Phillips 66 | Add +3.3% | 0.08% | −0.01 |
| LHX L3HARRIS Technologies Inc. | Add +0.1% | 0.13% | −0.02 |
| ABBV Abbvie Inc. | Add +0.9% | 0.31% | −0.03 |
| ELV Elevance Health Inc. | Add +1.3% | 0.15% | −0.06 |
| DFAX Dimensional World Ex US Core | Add +5.3% | 2.35% | −0.07 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +2.1% | 2.55% | −0.07 |
| VEA Vanguard Ftse Developed ETF | Add +7.3% | 6.41% | −0.18 |
| VWO Vanguard Ftse Emerging Marke | Add +0.8% | 2.81% | −0.22 |
| VNQ Vanguard Real Estate ETF | Add +2.5% | 4.24% | −0.28 |
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 |