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| Name: |
Hurlow Wealth Management Group Inc. |
| City: |
Bloomington |
| State: |
IN |
| Zip: |
47401 |
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data |
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| Holdings
Found :
28 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BRK.A |
Berkshire Hathaway Inc |
26 |
- |
$625,100.00 |
$1,903,000 |
3 |
0.67% |
275,000 |
0 |
0 |
Property & Casualty I... |
|
|
PG |
Procter & Gamble Co |
32 |
- |
$167.86 |
$1,342,000 |
8,269 |
0.47% |
130,000 |
0 |
0 |
Cleaning Products |
|
|
MCD |
McDonalds Corp |
42 |
- |
$273.51 |
$754,000 |
2,674 |
0.27% |
-39,000 |
0 |
0 |
Restaurants |
|
|
EMR |
Emerson Electric Co |
45 |
- |
$112.82 |
$689,000 |
6,071 |
0.24% |
98,000 |
0 |
0.001 |
Industrial Electrical... |
|
|
LIN |
Linde Plc |
47 |
- |
$429.69 |
$667,000 |
1,437 |
0.24% |
77,000 |
0 |
0 |
N/A |
|
|
PAYX |
Paychex Inc |
48 |
- |
$125.19 |
$635,000 |
5,167 |
0.22% |
20,000 |
0 |
0.005 |
Staffing & Outsourcin... |
|
|
DVY |
iShares Dow Select Div |
49 |
- |
$125.53 |
$635,000 |
5,154 |
0.22% |
31,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
ANTM |
Anthem Inc |
50 |
- |
$543.89 |
$625,000 |
1,206 |
0.22% |
56,000 |
0 |
0 |
N/A |
|
|
SYK |
Stryker Corp |
55 |
- |
$333.98 |
$578,000 |
1,615 |
0.2% |
94,000 |
0 |
0.002 |
Medical Instruments &... |
|
|
IWB |
ishares trust Russell 1000 |
56 |
- |
$290.40 |
$578,000 |
2,007 |
0.2% |
52,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
ADI |
Analog Devices Inc |
61 |
- |
$214.12 |
$531,000 |
2,683 |
0.19% |
-2,000 |
0 |
0 |
Semiconductor- Broad... |
|
|
ESML |
iShares MSCI USA Sml-Cp ESG... |
63 |
- |
$0.00 |
$525,000 |
13,040 |
0.19% |
29,000 |
0 |
0.014 |
N/A |
|
|
ORCL |
Oracle Corp |
64 |
- |
$122.16 |
$512,000 |
4,079 |
0.18% |
82,000 |
0 |
0 |
Application Software |
|
|
FDS |
Factset Research Systems Inc |
66 |
- |
$445.52 |
$474,000 |
1,043 |
0.17% |
-24,000 |
0 |
0.003 |
Information & Deliver... |
|
|
LHX |
L3harris Technologies Inc |
71 |
- |
$222.09 |
$421,000 |
1,975 |
0.15% |
5,000 |
0 |
0.001 |
Communication Equipment |
|
|
PSX |
Phillips 66 |
76 |
- |
$145.85 |
$382,000 |
2,338 |
0.13% |
71,000 |
0 |
0.001 |
Oil & Gas Refining, P... |
|
|
GE |
General Electric Co |
78 |
- |
$161.12 |
$367,000 |
2,092 |
0.13% |
100,000 |
0 |
0 |
Conglomerates |
|
|
VYM |
Vanguard High Dividend Yiel... |
81 |
- |
$121.20 |
$328,000 |
2,713 |
0.12% |
25,000 |
0 |
0.001 |
Closed - End Fund - Debt |
|
|
CLX |
Clorox Co |
87 |
- |
$136.97 |
$292,000 |
1,907 |
0.1% |
20,000 |
0 |
0.002 |
Cleaning Products |
|
|
VXUS |
Vanguard Total Internationa... |
90 |
- |
$61.94 |
$283,000 |
4,699 |
0.1% |
11,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
CAT |
Caterpillar Inc |
92 |
- |
$350.72 |
$274,000 |
747 |
0.1% |
53,000 |
0 |
0 |
Farm & Construction M... |
|
|
WM |
Waste Management Inc |
93 |
- |
$212.20 |
$272,000 |
1,274 |
0.1% |
44,000 |
0 |
0 |
Waste Management |
|
|
VOOG |
Vanguard S&P 500 Growth Etf |
95 |
- |
$311.32 |
$267,000 |
875 |
0.09% |
30,000 |
0 |
0.004 |
N/A |
|
|
XLK |
SPDR Technology Sector |
98 |
- |
$212.29 |
$254,000 |
1,218 |
0.09% |
20,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
WEC |
WEC Energy Group Inc |
107 |
- |
$85.51 |
$229,000 |
2,790 |
0.08% |
-6,000 |
0 |
0.001 |
Multi Utilities |
|
|
IQLT |
Ishares Edge Msci Intl Qual... |
108 |
- |
$0.00 |
$229,000 |
5,777 |
0.08% |
12,000 |
0 |
0 |
N/A |
|
|
XLY |
SPDR cnsmr discr sel sect |
109 |
- |
$177.79 |
$228,000 |
1,240 |
0.08% |
6,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
BP |
BP Plc (ADR) |
112 |
- |
$37.11 |
$213,000 |
5,656 |
0.08% |
13,000 |
0 |
0 |
Integrated Oil & Gas |
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