Hurlow-Wealth-Management-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMM",
  "ABT",
  "ABBV",
  "APD",
  "GOOGL",
  "BLK",
  "CAT",
  "LOW",
  null,
  "DUK",
  null,
  "GD",
  "HD",
  "MCD",
  "ITW",
  "EMR",
  "MUB",
  "META",
  "HURA",
  "LHX",
  "LIN",
  "MDT",
  "MSFT",
  "MS",
  "GE",
  "NVS",
  "ORCL",
  "PAYX",
  "PEP",
  "VGSH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "MRK",
  "VZ",
  "SCHX",
  "SHW",
  "RTX",
  "BP",
  "IBM",
  "SYK",
  "TGT",
  "TJX",
  "BIV",
  "VNQ",
  "VO",
  "VV",
  null,
  "VWO",
  "VCIT",
  null,
  "VIG",
  null,
  null,
  "VYM",
  "ONB",
  null,
  "AFL",
  "WEC",
  "WM",
  "ES",
  "FDS",
  "AMZN",
  null,
  "VEU",
  "VUG",
  "VEA",
  null,
  null,
  "VXUS",
  "VOOG",
  "VBK",
  "VTEB",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  "DVY",
  "SCHF",
  "SCHA",
  "NSC",
  "JCI",
  "PSX",
  "SYY",
  "DIA",
  "GWW",
  "ADP",
  "BRK-A",
  "BRK-B",
  "BDX",
  "CVX",
  "CINF",
  "CSCO",
  "CLX",
  "CL",
  "COP",
  "ED",
  "COST",
  null,
  null,
  null,
  "DFAX",
  "ADI",
  "IWB",
  "NEE",
  "QQQ",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 120
Total Value: 319948177
Accession Number: 0001747749-25-000004
Form Type: 13F-HR
CIK: hurlow-wealth-management-group
Manager Name: Hurlow-Wealth-Management-Group

Data Enrichment

88% identified

106 identified14 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

120 positions • $319.9M total value

120 positions • $319.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 6

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Apple Inc.

Shares:19.1K

Value:$4.2M

% of Portfolio:1.3% ($4.2M/$319.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:7.6K

Value:$4.1M

% of Portfolio:1.3% ($4.1M/$319.9M)

78468R606

Shares:162.9K

Value:$3.8M

% of Portfolio:1.2% ($3.8M/$319.9M)

922020805

Shares:72.7K

Value:$3.6M

% of Portfolio:1.1% ($3.6M/$319.9M)

922908744

Shares:15.6K

Value:$2.7M

% of Portfolio:0.8% ($2.7M/$319.9M)

808524201

Shares:99.5K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$319.9M)

25434V732

Shares:80.4K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$319.9M)

Walmart Inc.

Shares:22.3K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$319.9M)

JOHNSON & JOHNSON

Shares:9.9K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$319.9M)

808524607

Shares:69.2K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$319.9M)

922908629

Shares:6.2K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$319.9M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:2

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$319.9M)

78468R739

Shares:33.4K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$319.9M)

CINCINNATI FINANCIAL CORP

Shares:10.5K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$319.9M)

JPMORGAN CHASE & CO

Shares:6.1K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$319.9M)

PROCTER & GAMBLE Co

Shares:8.3K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$319.9M)

464288414

Shares:11.8K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$319.9M)

AbbVie Inc.

Shares:5.5K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$319.9M)

LOWES COMPANIES INC

Shares:3.8K

Value:$884.4K

% of Portfolio:0.3% ($884.4K/$319.9M)

SPDR S&P 500 ETF TRUST

Shares:1.5K

Value:$859.5K

% of Portfolio:0.3% ($859.5K/$319.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	19.1K	QoQ -0.70% (-135) YoY -1.03% (-200)	All Managers (Combined)	$4.2M	1.3% ($4.2M/$319.9M)	QoQ -11.91% (-$574.6K) YoY +28.19% (-$934.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	7.6K	QoQ -1.29% (-100) YoY +3.75% (+275)	All Managers (Combined)	$4.1M	1.3% ($4.1M/$319.9M)	QoQ +15.97% (-$557.9K) YoY +31.39% (+$968.1K)
(cusip78468R606)✕	162.9K	QoQ +6.92% (+10.5K) YoY NEW(+162.9K)	All Managers (Combined)	$3.8M	1.2% ($3.8M/$319.9M)	QoQ +6.69% (+$239.4K) YoY NEW(+$3.8M)
(cusip922020805)✕	72.7K	QoQ +1.70% (+1.2K) YoY +26.07% (+15.0K)	All Managers (Combined)	$3.6M	1.1% ($3.6M/$319.9M)	QoQ +4.81% (+$166.8K) YoY +31.36% (+$866.6K)
(VTVcusip922908744)	15.6K	QoQ -5.13% (-842) YoY -3.71% (-601)	All Managers (Combined)	$2.7M	0.8% ($2.7M/$319.9M)	QoQ -3.20% (-$89.0K) YoY +2.12% (-$55.8K)
(SCHXcusip808524201)	99.5K	QoQ +26.84% (+21.0K) YoY +264.10% (+72.1K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$319.9M)	QoQ +20.82% (+$378.5K) YoY +29.54% (+$500.8K)
(cusip25434V732)✕	80.4K	QoQ +16.24% (+11.2K) YoY +560.89% (+68.2K)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$319.9M)	QoQ +17.44% (+$315.9K) YoY +586.04% (+$1.8M)
Walmart Inc.(WMTcusip931142103)	22.3K	QoQ +8.09% (+1.7K) YoY +7.75% (+1.6K)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$319.9M)	QoQ +5.03% (+$93.9K) YoY +57.21% (+$712.8K)
JOHNSON & JOHNSON(JNJcusip478160104)	9.9K	QoQ +0.09% (+9) YoY -9.43% (-1.0K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$319.9M)	QoQ +14.77% (+$210.8K) YoY -5.05% (-$87.2K)
(SCHAcusip808524607)	69.2K	QoQ +11.69% (+7.2K) YoY +108.79% (-36.1K)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$319.9M)	QoQ +1.19% (+$19.2K) YoY -0.64% (-$10.5K)
(VOcusip922908629)	6.2K	QoQ -7.79% (-524) YoY -6.74% (-448)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$319.9M)	QoQ -9.71% (-$172.6K) YoY -3.47% (-$57.7K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	2	QoQ -33.33% (-1) YoY -33.33% (-1)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$319.9M)	QoQ -21.82% (-$445.9K) YoY -16.10% (-$306.4K)
(cusip78468R739)✕	33.4K	QoQ -6.17% (-2.2K) YoY +0.14% (+47)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$319.9M)	QoQ -5.75% (-$97.1K) YoY +0.47% (+$7.6K)
CINCINNATI FINANCIAL CORP(CINFcusip172062101)	10.5K	QoQ +0.52% (+55) YoY +2.38% (+244)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$319.9M)	QoQ +3.34% (+$50.1K) YoY +21.80% (+$277.0K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	6.1K	QoQ +10.09% (+559) YoY +9.22% (+515)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$319.9M)	QoQ +12.66% (+$168.1K) YoY +33.76% (+$377.5K)
PROCTER & GAMBLE Co(PGcusip742718109)	8.3K	QoQ 0.00% (+0) YoY -0.20% (-17)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$319.9M)	QoQ +1.65% (+$22.9K) YoY +4.81% (-$64.7K)
(MUBcusip464288414)	11.8K	QoQ -2.37% (-287) YoY -3.43% (-419)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$319.9M)	QoQ -3.39% (-$43.7K) YoY -5.37% (-$70.5K)
AbbVie Inc.(ABBVcusip00287Y109)	5.5K	QoQ 0.00% (+0) YoY +0.82% (+45)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$319.9M)	QoQ +17.90% (+$176.0K) YoY +16.00% (+$159.9K)
LOWES COMPANIES INC(LOWcusip548661107)	3.8K	QoQ 0.00% (-0) YoY -5.17% (-207)	All Managers (Combined)	$884.4K	0.3% ($884.4K/$319.9M)	QoQ -5.49% (-$51.5K) YoY -13.17% (-$134.3K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.5K	QoQ +29.48% (+350) YoY +12.35% (+169)	All Managers (Combined)	$859.5K	0.3% ($859.5K/$319.9M)	QoQ +23.50% (+$163.6K) YoY +20.09% (+$143.8K)