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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 :
32 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VV |
Vanguard Large Cap VIPERS |
1 |
- |
$242.67 |
$31,876,000 |
132,949 |
11.25% |
2,821,000 |
-240 |
0.105 |
Closed - End Fund - E... |
|
|
VB |
Vanguard Small Cap VIPERS |
4 |
- |
$225.36 |
$18,034,000 |
78,892 |
6.37% |
1,139,000 |
-306 |
0.042 |
Closed - End Fund - E... |
|
|
VUG |
Vanguard Growth VIPERS |
6 |
- |
$350.32 |
$11,834,000 |
34,381 |
4.18% |
1,052,000 |
-302 |
0.013 |
Closed - End Fund - E... |
|
|
VIG |
Vanguard Dividend Appreciat... |
14 |
- |
$183.63 |
$6,817,000 |
37,333 |
2.41% |
300,000 |
-911 |
0.01 |
Closed - End Fund - Debt |
|
|
VTI |
Vanguard Total Stock Market... |
17 |
- |
$261.93 |
$5,301,000 |
20,395 |
1.87% |
427,000 |
-151 |
0.002 |
Closed - End Fund - E... |
|
|
AAPL |
Apple Inc |
20 |
- |
$189.84 |
$3,313,000 |
19,318 |
1.17% |
-409,000 |
-14 |
0 |
Personal Computers |
|
|
BRK.B |
Berkshire Hathaway B |
21 |
- |
$413.12 |
$3,083,000 |
7,332 |
1.09% |
468,000 |
-1 |
0.001 |
Property & Casualty I... |
|
|
VTV |
Vanguard Value VIPERS |
25 |
- |
$163.21 |
$2,632,000 |
16,159 |
0.93% |
163,000 |
-356 |
0.003 |
Closed - End Fund - E... |
|
|
JNJ |
Johnson & Johnson |
27 |
- |
$154.28 |
$1,725,000 |
10,904 |
0.61% |
3,000 |
-85 |
0 |
Drug Manufacturers - ... |
|
|
SCHX |
Schwab Strategic Trust |
28 |
- |
$62.69 |
$1,695,000 |
27,315 |
0.6% |
114,000 |
-722 |
0.001 |
Closed - End Fund - Debt |
|
|
SCHA |
Schwab Strategic Trust |
30 |
- |
$48.70 |
$1,632,000 |
33,141 |
0.58% |
7,000 |
-1,254 |
0.002 |
Closed - End Fund - Debt |
|
|
SHM |
Spdr Brcly Cap Shrt Trm Mu |
31 |
- |
$47.26 |
$1,583,000 |
33,363 |
0.56% |
-1,362,000 |
-28,266 |
0.032 |
Closed - End Fund - E... |
|
|
SCHF |
Schwab Strategic Trust |
36 |
- |
$39.58 |
$1,122,000 |
28,756 |
0.4% |
56,000 |
-77 |
0.003 |
Closed - End Fund - Debt |
|
|
HD |
Home Depot Inc |
41 |
- |
$342.73 |
$809,000 |
2,109 |
0.29% |
73,000 |
-14 |
0 |
Home Improvement Stores |
|
|
PEP |
Pepsico Inc |
52 |
- |
$183.11 |
$611,000 |
3,493 |
0.22% |
10,000 |
-45 |
0 |
Beverage Soft Drinks... |
|
|
ADP |
Automatic Data Processing Inc |
53 |
- |
$250.06 |
$606,000 |
2,425 |
0.21% |
-8,000 |
-212 |
0.001 |
Business Software & S... |
|
|
GWW |
WW Grainger Inc |
54 |
- |
$947.81 |
$597,000 |
587 |
0.21% |
5,000 |
-127 |
0.001 |
Electronics Wholesale |
|
|
NSC |
Norfolk Southern Corp |
57 |
- |
$249.65 |
$556,000 |
2,182 |
0.2% |
6,000 |
-145 |
0.001 |
Railroads |
|
|
ITW |
Illinois Tool Works Inc |
58 |
- |
$249.77 |
$553,000 |
2,062 |
0.2% |
-46,000 |
-225 |
0.001 |
Diversified Machinery |
|
|
GOOG |
Alphabet Inc |
65 |
- |
$175.43 |
$509,000 |
3,343 |
0.18% |
37,000 |
-8 |
0 |
Search Engines & Info... |
|
|
NEE |
NextEra Energy |
67 |
- |
$76.41 |
$463,000 |
7,244 |
0.16% |
20,000 |
-52 |
0 |
Electric Utilities |
|
|
XOM |
Exxon Mobil Corp |
69 |
- |
$117.87 |
$459,000 |
3,950 |
0.16% |
64,000 |
-2 |
0 |
Integrated Oil & Gas |
|
|
AFL |
AFLAC Inc |
68 |
- |
$87.14 |
$459,000 |
5,342 |
0.16% |
-54,000 |
-873 |
0.001 |
Life & Health Insurance |
|
|
APD |
Air Products & Chemicals Inc |
77 |
- |
$257.04 |
$371,000 |
1,532 |
0.13% |
-51,000 |
-8 |
0.001 |
Diversified Chemicals |
|
|
CL |
Colgate Palmolive Co |
82 |
- |
$94.53 |
$313,000 |
3,476 |
0.11% |
30,000 |
-77 |
0 |
Personal Products |
|
|
BDX |
Becton Dickinson & Co |
84 |
- |
$236.62 |
$304,000 |
1,230 |
0.11% |
-62,000 |
-270 |
0 |
Medical Instruments &... |
|
|
V |
Visa Inc |
91 |
- |
$279.84 |
$275,000 |
986 |
0.1% |
4,000 |
-54 |
0 |
Business Services |
|
|
CSCO |
Cisco Systems Inc |
97 |
- |
$48.34 |
$263,000 |
5,263 |
0.09% |
-27,000 |
-470 |
0 |
Networking & Communic... |
|
|
RTX |
RTX Corp |
102 |
- |
$101.02 |
$237,000 |
2,428 |
0.08% |
31,000 |
-21 |
0 |
Conglomerates |
|
|
ES |
Eversource Energy |
103 |
- |
$61.46 |
$234,000 |
3,919 |
0.08% |
-24,000 |
-263 |
0.001 |
Electric Utilities |
|
|
GIS |
General Mills Inc |
106 |
- |
$71.40 |
$230,000 |
3,285 |
0.08% |
3,000 |
-204 |
0.001 |
Food - Major Diversified |
|
|
PFE |
Pfizer Inc |
110 |
- |
$28.92 |
$215,000 |
7,745 |
0.08% |
-58,000 |
-1,746 |
0 |
Drug Manufacturers - ... |
|
