13F-HR filed by Hurlow Wealth Management Group, Inc.
Hurlow Wealth Management Group, Inc. filed this 13F-HR for the quarter ended 2021-03-31, filed 2021-04-20, with 96 holding rows worth $138,667,000.
- Accession
- 0001085146-21-001252
- Filer
- CIK 1747749
- Filed
- 2021-04-20
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2021
A holdings report, 96 entries on the cover page, a total value of $138,667,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $138,667,000 with VALUE read as thousands by filing date, 13F file number 028-19002. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 90,617 | $16,791,000 | thousands by filing date | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 56,837 | $12,168,000 | thousands by filing date | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 228,133 | $11,204,000 | thousands by filing date | |
| Vanguard Growth | 922908736 | COM | 35,850 | $9,215,000 | thousands by filing date | |
| Vanguard Real Estate | 922908553 | SHS | 86,422 | $7,939,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 26,866 | $6,334,000 | thousands by filing date | |
| VANGUARD WHITEHALL FDS | 921946885 | COM | 66,557 | $5,158,000 | thousands by filing date | |
| VTI | 922908769 | COM | 21,565 | $4,457,000 | thousands by filing date | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 39,747 | $3,698,000 | thousands by filing date | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 24,561 | $3,612,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 65,915 | $3,431,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 33,248 | $2,743,000 | thousands by filing date | |
| Vanguard Value ETF | 922908744 | SHS | 20,436 | $2,687,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 19,095 | $2,332,000 | thousands by filing date | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 24,339 | $2,160,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 8,142 | $2,080,000 | thousands by filing date | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 17,335 | $1,728,000 | thousands by filing date | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 15,613 | $1,499,000 | thousands by filing date | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 6,306 | $1,396,000 | thousands by filing date | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 26,226 | $1,352,000 | thousands by filing date | |
| Eli Lilly and Company | 532457108 | COM | 6,981 | $1,304,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 7,848 | $1,063,000 | thousands by filing date | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 11,848 | $1,033,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 6,228 | $948,000 | thousands by filing date | |
| 3M CO COM | 88579Y101 | Stock | 4,907 | $945,000 | thousands by filing date | |
| Walmart Inc. | 931142103 | COM | 6,939 | $943,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 5,734 | $942,000 | thousands by filing date | |
| CINCINNATI FINL CORP COM | 172062101 | Stock | 8,590 | $886,000 | thousands by filing date | |
| Lowes Companies,Inc. | 548661107 | COM | 4,567 | $869,000 | thousands by filing date | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 14,880 | $813,000 | thousands by filing date | |
| Pfizer Inc. | 717081103 | COM | 22,092 | $800,000 | thousands by filing date | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 2 | $771,000 | thousands by filing date | |
| NextEra Energy,Inc. | 65339F101 | COM | 9,892 | $748,000 | thousands by filing date | |
| McDonalds Corporation | 580135101 | COM | 3,184 | $714,000 | thousands by filing date | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 2,642 | $709,000 | thousands by filing date | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 2,926 | $648,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 2,089 | $638,000 | thousands by filing date | |
| PAYCHEX INC | 704326107 | COM | 6,387 | $626,000 | thousands by filing date | |
| TARGET CORP COM | 87612E106 | Stock | 3,048 | $604,000 | thousands by filing date | |
| ISHARES TR | 464287168 | COM | 5,154 | $588,000 | thousands by filing date | |
| Automatic Data Processing,Inc. | 053015103 | COM | 3,060 | $577,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 186 | $576,000 | thousands by filing date | |
| EMERSON ELEC CO COM | 291011104 | Stock | 6,160 | $556,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 10,152 | $548,000 | thousands by filing date | |
| L3HARRIS TECHNOLOGIES INC COM | 502431109 | Stock | 2,644 | $536,000 | thousands by filing date | |
| Abbott Laboratories | 002824100 | COM | 4,425 | $530,000 | thousands by filing date | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 1,877 | $528,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 14,046 | $528,000 | thousands by filing date | |
| Analog Devices,Inc. | 032654105 | COM | 3,383 | $525,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 2,782 | $513,000 | thousands by filing date | |
| PepsiCo,Inc. | 713448108 | COM | 3,576 | $506,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 16,050 | $486,000 | thousands by filing date | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 8,153 | $486,000 | thousands by filing date | |
| Merck & Co.,Inc. | 58933Y105 | COM | 5,861 | $452,000 | thousands by filing date | |
| LINDE PLC | G5494J103 | SHS | 1,541 | $432,000 | thousands by filing date | |
| SYSCOCORP | 871829107 | COM | 5,343 | $421,000 | thousands by filing date | |
| AbbVie,Inc. | 00287Y109 | COM | 3,851 | $417,000 | thousands by filing date | |
| BECTON DICKINSON & CO | 075887109 | COM | 1,696 | $412,000 | thousands by filing date | |
| Stryker Corporation | 863667101 | COM | 1,674 | $408,000 | thousands by filing date | |
| FACTSET RESH SYS INC COM | 303075105 | Stock | 1,306 | $403,000 | thousands by filing date | |
| EVERSOURCE ENERGY COM | 30040W108 | Stock | 4,481 | $388,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 6,656 | $387,000 | thousands by filing date | |
| BLACKROCK INC CL A COM | 09247X101 | COM | 512 | $386,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 185 | $383,000 | thousands by filing date | |
| CLOROX CO DEL | 189054109 | COM | 1,918 | $370,000 | thousands by filing date | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 6,243 | $359,000 | thousands by filing date | |
| Medtronic Plc | G5960L103 | COM | 3,021 | $357,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 170 | $351,000 | thousands by filing date | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 1,925 | $350,000 | thousands by filing date | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 3,605 | $337,000 | thousands by filing date | |
| AFLAC INC COM | 001055102 | Stock | 6,563 | $336,000 | thousands by filing date | |
| WW GRAINGER INC COM | 384802104 | Stock | 789 | $316,000 | thousands by filing date | |
| CVS Health Corporation | 126650100 | COM | 4,137 | $311,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 5,524 | $308,000 | thousands by filing date | |
| Wells Fargo & Company | 949746101 | COM | 7,740 | $302,000 | thousands by filing date | |
| Duke Energy Corporation | 26441C204 | COM | 3,095 | $299,000 | thousands by filing date | |
| CONSOLIDATED EDISON INC | 209115104 | COM | 4,000 | $299,000 | thousands by filing date | |
| Cisco Systems,Inc. | 17275R102 | COM | 5,730 | $296,000 | thousands by filing date | |
| Oracle Corporation | 68389X105 | COM | 4,000 | $281,000 | thousands by filing date | |
| Elevance Health, Inc. | 036752103 | COM | 776 | $279,000 | thousands by filing date | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 2,713 | $274,000 | thousands by filing date | |
| V F CORP COM | 918204108 | Stock | 3,385 | $271,000 | thousands by filing date | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 3,064 | $262,000 | thousands by filing date | |
| TJX Companies Inc | 872540109 | COM | 3,792 | $251,000 | thousands by filing date | |
| FEDEX CORP COM | 31428X106 | Stock | 878 | $249,000 | thousands by filing date | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 1,009 | $245,000 | thousands by filing date | |
| Intel Corp | 458140100 | COM | 3,713 | $238,000 | thousands by filing date | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 2,864 | $226,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 6,943 | $221,000 | thousands by filing date | |
| Morgan Stanley | 617446448 | COM | 2,824 | $219,000 | thousands by filing date | |
| POLARIS INC COM | 731068102 | Stock | 1,619 | $216,000 | thousands by filing date | |
| Comcast Corp | 20030N101 | COM | 3,859 | $209,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 1,240 | $208,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 635 | $203,000 | thousands by filing date | |
| Philip Morris International Inc. | 718172109 | COM | 2,286 | $203,000 | thousands by filing date | |
| SIRIUS XM HOLDINGS INC | 82968B103 | COM | 10,072 | $61,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-21-001252 | this filing | 2021-04-20 | acceptance time not in the bulk data set |