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

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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NEXTERA ENERGY INC

NEE|65339F101

Shares:7.1K

Value:$500.3K

% of Portfolio:0.2% ($500.3K/$319.9M)

ABBOTT LABORATORIES

ABT|002824100

Shares:3.7K

Value:$493.9K

% of Portfolio:0.2% ($493.9K/$319.9M)

Alphabet Inc.

GOOG|02079K107

Shares:3.1K

Value:$490.4K

% of Portfolio:0.2% ($490.4K/$319.9M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:2.0K

Value:$480.3K

% of Portfolio:0.2% ($480.3K/$319.9M)

921946406

VYM|921946406

Shares:3.7K

Value:$474.2K

% of Portfolio:0.1% ($474.2K/$319.9M)

EXXON MOBIL CORP

XOM|30231G102

Shares:3.9K

Value:$469.7K

% of Portfolio:0.1% ($469.7K/$319.9M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:3.8K

Value:$462.2K

% of Portfolio:0.1% ($462.2K/$319.9M)

Merck & Co., Inc.

MRK|58933Y105

Shares:5.0K

Value:$452.3K

% of Portfolio:0.1% ($452.3K/$319.9M)

FACTSET RESEARCH SYSTEMS INC

FDS|303075105

Shares:988

Value:$449.2K

% of Portfolio:0.1% ($449.2K/$319.9M)

CHEVRON CORP

CVX|166764100

Shares:2.7K

Value:$448.8K

% of Portfolio:0.1% ($448.8K/$319.9M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:4.0K

Value:$443.6K

% of Portfolio:0.1% ($443.6K/$319.9M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:1.5K

Value:$441.8K

% of Portfolio:0.1% ($441.8K/$319.9M)

GENERAL ELECTRIC CO

GE|369604301

Shares:2.2K

Value:$441.7K

% of Portfolio:0.1% ($441.7K/$319.9M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:1.8K

Value:$440.0K

% of Portfolio:0.1% ($440.0K/$319.9M)

808524805

SCHF|808524805

Shares:20.8K

Value:$412.3K

% of Portfolio:0.1% ($412.3K/$319.9M)

BlackRock, Inc.

BLK|09290D101

Shares:428

Value:$405.1K

% of Portfolio:0.1% ($405.1K/$319.9M)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:1.9K

Value:$404.0K

% of Portfolio:0.1% ($404.0K/$319.9M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:6.4K

Value:$395.3K

% of Portfolio:0.1% ($395.3K/$319.9M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:1.4K

Value:$395.2K

% of Portfolio:0.1% ($395.2K/$319.9M)

922908363

VOO|922908363

Shares:758

Value:$389.7K

% of Portfolio:0.1% ($389.7K/$319.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NEXTERA ENERGY INC(NEEcusip65339F101)	7.1K	QoQ +0.02% (-2) YoY -2.58% (-187)	All Managers (Combined)	$500.3K	0.2% ($500.3K/$319.9M)	QoQ -1.08% (-$5.5K) YoY +8.05% (-$37.3K)
ABBOTT LABORATORIES(ABTcusip002824100)	3.7K	QoQ +0.02% (+1) YoY -5.09% (-200)	All Managers (Combined)	$493.9K	0.2% ($493.9K/$319.9M)	QoQ +17.30% (+$72.9K) YoY +10.75% (-$48.0K)
Alphabet Inc.(GOOGcusip02079K107)	3.1K	QoQ +0.12% (-4) YoY -6.10% (-204)	All Managers (Combined)	$490.4K	0.2% ($490.4K/$319.9M)	QoQ -17.85% (-$106.6K) YoY -3.65% (-$18.6K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	2.0K	QoQ 0.00% (+0) YoY -7.05% (-154)	All Managers (Combined)	$480.3K	0.2% ($480.3K/$319.9M)	QoQ +0.91% (+$4.4K) YoY -13.62% (-$75.8K)
(VYMcusip921946406)	3.7K	QoQ 0.00% (+0) YoY +35.53% (+964)	All Managers (Combined)	$474.2K	0.1% ($474.2K/$319.9M)	QoQ +1.07% (+$5.0K) YoY +44.46% (+$145.9K)
EXXON MOBIL CORP(XOMcusip30231G102)	3.9K	QoQ -0.25% (-10) YoY -0.02% (-1)	All Managers (Combined)	$469.7K	0.1% ($469.7K/$319.9M)	QoQ +10.28% (-$43.8K) YoY +2.28% (-$10.5K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	3.8K	QoQ 0.00% (+0) YoY -45.77% (-3.2K)	All Managers (Combined)	$462.2K	0.1% ($462.2K/$319.9M)	QoQ +0.81% (+$3.8K) YoY -34.88% (-$247.6K)
Merck & Co., Inc.(MRKcusip58933Y105)	5.0K	QoQ +10.02% (-459) YoY +7.74% (-362)	All Managers (Combined)	$452.3K	0.1% ($452.3K/$319.9M)	QoQ -0.73% (-$3.3K) YoY -26.70% (-$164.8K)
FACTSET RESEARCH SYSTEMS INC(FDScusip303075105)	988	QoQ 0.00% (-0) YoY -5.27% (-55)	All Managers (Combined)	$449.2K	0.1% ($449.2K/$319.9M)	QoQ -5.33% (-$25.3K) YoY -5.22% (-$24.7K)
CHEVRON CORP(CVXcusip166764100)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$448.8K	0.1% ($448.8K/$319.9M)	QoQ NEW(+$448.8K) YoY NEW(+$448.8K)
CONSOLIDATED EDISON INC(EDcusip209115104)	4.0K	QoQ +0.02% (+1) YoY +0.02% (+1)	All Managers (Combined)	$443.6K	0.1% ($443.6K/$319.9M)	QoQ +23.96% (+$85.8K) YoY +21.81% (+$79.4K)
Air Products & Chemicals, Inc.(APDcusip009158106)	1.5K	QoQ +0.06% (+1) YoY -2.21% (-34)	All Managers (Combined)	$441.8K	0.1% ($441.8K/$319.9M)	QoQ +1.75% (+$7.6K) YoY +19.03% (-$70.6K)
GENERAL ELECTRIC CO(GEcusip369604301)	2.2K	QoQ +5.54% (+116) YoY +5.49% (+115)	All Managers (Combined)	$441.7K	0.1% ($441.7K/$319.9M)	QoQ +26.65% (+$93.0K) YoY +20.29% (+$74.5K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	1.8K	QoQ +0.05% (-1) YoY -13.96% (-288)	All Managers (Combined)	$440.0K	0.1% ($440.0K/$319.9M)	QoQ -2.14% (-$9.7K) YoY -20.47% (-$113.3K)
(SCHFcusip808524805)	20.8K	QoQ -1.72% (-365) YoY -27.51% (-7.9K)	All Managers (Combined)	$412.3K	0.1% ($412.3K/$319.9M)	QoQ +5.07% (-$19.9K) YoY -63.25% (-$709.8K)
BlackRock, Inc.(BLKcusip09290D101)	428	QoQ 0.00% (-0) YoY NEW(+428)	All Managers (Combined)	$405.1K	0.1% ($405.1K/$319.9M)	QoQ -7.67% (-$33.7K) YoY NEW(+$405.1K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	1.9K	QoQ 0.00% (-0) YoY -2.27% (-45)	All Managers (Combined)	$404.0K	0.1% ($404.0K/$319.9M)	QoQ -0.46% (-$1.9K) YoY -4.01% (-$16.9K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	6.4K	QoQ +10.29% (+598) YoY +21.71% (+1.1K)	All Managers (Combined)	$395.3K	0.1% ($395.3K/$319.9M)	QoQ +14.97% (+$51.5K) YoY +50.49% (+$132.6K)
GENERAL DYNAMICS CORP(GDcusip369550108)	1.4K	QoQ 0.00% (+0) YoY -1.42% (-21)	All Managers (Combined)	$395.2K	0.1% ($395.2K/$319.9M)	QoQ +3.44% (+$13.2K) YoY -4.88% (-$20.3K)
(VOOcusip922908363)	758	QoQ -35.04% (-409) YoY -30.71% (-336)	All Managers (Combined)	$389.7K	0.1% ($389.7K/$319.9M)	QoQ -38.04% (-$239.2K) YoY -25.90% (-$136.2K)