Hurlow Wealth Management Group, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 120Value: $319.9MLatest: 2025Q1

Hurlow Wealth Management Group, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 120 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

Page 1 of 6

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922908637

VV|922908637

Shares:143.4K

Value:$36.9M

% of Portfolio:11.5% ($36.9M/$319.9M)

25434V401

Shares:476.7K

Value:$28.8M

% of Portfolio:9.0% ($28.8M/$319.9M)

921943858

VEA|921943858

Shares:431.1K

Value:$21.9M

% of Portfolio:6.8% ($21.9M/$319.9M)

922908751

VB|922908751

Shares:83.3K

Value:$18.5M

% of Portfolio:5.8% ($18.5M/$319.9M)

25434V500

Shares:304.3K

Value:$18.2M

% of Portfolio:5.7% ($18.2M/$319.9M)

922908553

VNQ|922908553

Shares:159.7K

Value:$14.5M

% of Portfolio:4.5% ($14.5M/$319.9M)

922908736

VUG|922908736

Shares:32.9K

Value:$12.2M

% of Portfolio:3.8% ($12.2M/$319.9M)

92206C870

VCIT|92206C870

Shares:118.3K

Value:$9.7M

% of Portfolio:3.0% ($9.7M/$319.9M)

922042858

VWO|922042858

Shares:203.9K

Value:$9.2M

% of Portfolio:2.9% ($9.2M/$319.9M)

MICROSOFT CORP

MSFT|594918104

Shares:24.0K

Value:$9.0M

% of Portfolio:2.8% ($9.0M/$319.9M)

921946885

Shares:133.3K

Value:$8.6M

% of Portfolio:2.7% ($8.6M/$319.9M)

25434V799

Shares:307.7K

Value:$8.5M

% of Portfolio:2.7% ($8.5M/$319.9M)

25434V880

DFAX|25434V880

Shares:310.7K

Value:$8.1M

% of Portfolio:2.5% ($8.1M/$319.9M)

92206C409

Shares:93.5K

Value:$7.4M

% of Portfolio:2.3% ($7.4M/$319.9M)

25434V203

Shares:225.7K

Value:$7.1M

% of Portfolio:2.2% ($7.1M/$319.9M)

922907746

VTEB|922907746

Shares:135.4K

Value:$6.7M

% of Portfolio:2.1% ($6.7M/$319.9M)

921908844

VIG|921908844

Shares:32.3K

Value:$6.3M

% of Portfolio:2.0% ($6.3M/$319.9M)

922908769

VTI|922908769

Shares:19.4K

Value:$5.3M

% of Portfolio:1.7% ($5.3M/$319.9M)

ELI LILLY & Co

LLY|532457108

Shares:6.1K

Value:$5.1M

% of Portfolio:1.6% ($5.1M/$319.9M)

921937819

BIV|921937819

Shares:61.3K

Value:$4.7M

% of Portfolio:1.5% ($4.7M/$319.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VVcusip922908637)	143.4K	QoQ +3.22% (-4.5K) YoY +7.86% (+10.5K)	All Managers (Combined)	$36.9M	11.5% ($36.9M/$319.9M)	QoQ -1.62% (-$610.5K) YoY +15.63% (+$5.0M)
(cusip25434V401)✕	476.7K	QoQ -0.62% (-3.0K) YoY +2.87% (+13.3K)	All Managers (Combined)	$28.8M	9.0% ($28.8M/$319.9M)	QoQ -5.72% (-$1.7M) YoY +9.19% (+$2.4M)
(VEAcusip921943858)	431.1K	QoQ +0.49% (+2.1K) YoY +8.69% (+34.5K)	All Managers (Combined)	$21.9M	6.8% ($21.9M/$319.9M)	QoQ +6.82% (+$1.4M) YoY +10.12% (+$2.0M)
(VBcusip922908751)	83.3K	QoQ +3.17% (-2.6K) YoY +5.63% (+4.4K)	All Managers (Combined)	$18.5M	5.8% ($18.5M/$319.9M)	QoQ -4.77% (-$927.3K) YoY +2.47% (+$446.8K)
(cusip25434V500)✕	304.3K	QoQ +6.14% (-17.6K) YoY +27.99% (+66.5K)	All Managers (Combined)	$18.2M	5.7% ($18.2M/$319.9M)	QoQ -2.55% (-$475.8K) YoY +22.67% (+$3.4M)
(VNQcusip922908553)	159.7K	QoQ +4.81% (+7.3K) YoY +17.27% (+23.5K)	All Managers (Combined)	$14.5M	4.5% ($14.5M/$319.9M)	QoQ +6.53% (+$886.7K) YoY +22.77% (+$2.7M)
(VUGcusip922908736)	32.9K	QoQ -0.35% (-118) YoY -4.43% (-1.5K)	All Managers (Combined)	$12.2M	3.8% ($12.2M/$319.9M)	QoQ -9.97% (-$1.4M) YoY +2.95% (-$350.1K)
(VCITcusip92206C870)	118.3K	QoQ +1.92% (+2.2K) YoY +32.70% (+29.1K)	All Managers (Combined)	$9.7M	3.0% ($9.7M/$319.9M)	QoQ +3.81% (+$355.7K) YoY +34.76% (+$2.5M)
(VWOcusip922042858)	203.9K	QoQ -0.12% (-264) YoY +5.55% (+10.7K)	All Managers (Combined)	$9.2M	2.9% ($9.2M/$319.9M)	QoQ +2.63% (-$237.1K) YoY +14.37% (+$1.2M)
MICROSOFT CORP(MSFTcusip594918104)	24.0K	QoQ -0.08% (-20) YoY -9.98% (-2.7K)	All Managers (Combined)	$9.0M	2.8% ($9.0M/$319.9M)	QoQ -11.01% (-$1.1M) YoY -19.68% (-$2.2M)
(cusip921946885)✕	133.3K	QoQ +3.11% (+4.0K) YoY +15.31% (+17.7K)	All Managers (Combined)	$8.6M	2.7% ($8.6M/$319.9M)	QoQ +4.82% (+$394.2K) YoY +15.94% (+$1.2M)
(cusip25434V799)✕	307.7K	QoQ +10.17% (+28.4K) YoY +181.69% (+198.4K)	All Managers (Combined)	$8.5M	2.7% ($8.5M/$319.9M)	QoQ +18.37% (+$1.3M) YoY +192.43% (+$5.6M)
(DFAXcusip25434V880)	310.7K	QoQ +2.80% (+8.5K) YoY +8.29% (+23.8K)	All Managers (Combined)	$8.1M	2.5% ($8.1M/$319.9M)	QoQ +8.34% (+$627.0K) YoY +11.53% (+$841.7K)
(cusip92206C409)✕	93.5K	QoQ +5.18% (+4.6K) YoY +26.39% (+19.5K)	All Managers (Combined)	$7.4M	2.3% ($7.4M/$319.9M)	QoQ +6.43% (+$446.4K) YoY +29.06% (+$1.7M)
(cusip25434V203)✕	225.7K	QoQ -1.89% (-4.4K) YoY -3.66% (-8.6K)	All Managers (Combined)	$7.1M	2.2% ($7.1M/$319.9M)	QoQ +4.92% (-$330.9K) YoY -0.44% (-$31.7K)
(VTEBcusip922907746)	135.4K	QoQ -4.39% (-6.2K) YoY +19.07% (+21.7K)	All Managers (Combined)	$6.7M	2.1% ($6.7M/$319.9M)	QoQ -5.36% (-$381.0K) YoY +16.77% (+$964.9K)
(VIGcusip921908844)	32.3K	QoQ -5.92% (-2.0K) YoY -13.39% (-5.0K)	All Managers (Combined)	$6.3M	2.0% ($6.3M/$319.9M)	QoQ -6.80% (-$458.2K) YoY -7.99% (-$544.8K)
(VTIcusip922908769)	19.4K	QoQ 0.00% (-0) YoY -4.89% (-998)	All Managers (Combined)	$5.3M	1.7% ($5.3M/$319.9M)	QoQ -5.16% (-$290.4K) YoY +0.57% (-$30.4K)
ELI LILLY & Co(LLYcusip532457108)	6.1K	QoQ +0.65% (+40) YoY +3.42% (+203)	All Managers (Combined)	$5.1M	1.6% ($5.1M/$319.9M)	QoQ +7.68% (+$361.8K) YoY +9.79% (+$452.1K)
(BIVcusip921937819)	61.3K	QoQ +7.48% (+4.3K) YoY +36.28% (+16.3K)	All Managers (Combined)	$4.7M	1.5% ($4.7M/$319.9M)	QoQ +10.12% (+$431.8K) YoY +38.39% (+$1.3M)