Chief Compliance Officer

0001085146-23-002659.txt : 20230712 0001085146-23-002659.hdr.sgml : 20230712 20230711211228 ACCESSION NUMBER: 0001085146-23-002659 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230712 DATE AS OF CHANGE: 20230711 EFFECTIVENESS DATE: 20230712 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Hurlow Wealth Management Group, Inc. CENTRAL INDEX KEY: 0001747749 IRS NUMBER: 364510648 STATE OF INCORPORATION: IN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19002 FILM NUMBER: 231083158 BUSINESS ADDRESS: STREET 1: 3925 HAGAN STREET STREET 2: SUITE 300 CITY: BLOOMINGTON STATE: IN ZIP: 47401 BUSINESS PHONE: 8123334726 MAIL ADDRESS: STREET 1: 3925 HAGAN STREET STREET 2: SUITE 300 CITY: BLOOMINGTON STATE: IN ZIP: 47401 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001747749 XXXXXXXX 06-30-2023 06-30-2023 false Hurlow Wealth Management Group, Inc.

3925 HAGAN STREET SUITE 300 BLOOMINGTON IN 47401

13F HOLDINGS REPORT 028-19002 N Michael Carson Chief Compliance Officer 812-333-4726 /s/ Michael Carson Bloomington IN 07-11-2023 0 108 233960140 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 BBG001S5T7X2 343109 3428 SH SOLE 0 0 3428 ABBOTT LABS COM 002824100 BBG001S5N9M6 427467 3921 SH SOLE 0 0 3921 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 739668 5490 SH SOLE 0 0 5490 AFLAC INC COM 001055102 BBG001S5NGJ4 436948 6260 SH SOLE 0 0 6260 AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 461276 1540 SH SOLE 0 0 1540 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 229915 1921 SH SOLE 0 0 1921 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 406580 3361 SH SOLE 0 0 3361 AMAZON COM INC COM 023135106 BBG001S5PQL7 393061 3015 SH SOLE 0 0 3015 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 538455 2764 SH SOLE 0 0 2764 APPLE INC COM 037833100 BBG001S5N8V8 3473966 17910 SH SOLE 0 0 17910 AT&T INC COM 00206R102 BBG001S5VWH2 181048 11351 SH SOLE 0 0 11351 AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 589477 2682 SH SOLE 0 0 2682 BECTON DICKINSON & CO COM 075887109 BBG001S5P374 420832 1594 SH SOLE 0 0 1594 BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 1553430 3 SH SOLE 0 0 3 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2532359 7426 SH SOLE 0 0 7426 BLACKROCK INC COM 09247X101 BBG001SDBP55 334512 484 SH SOLE 0 0 484 CINCINNATI FINL CORP COM 172062101 BBG001S5PTM0 975404 10023 SH SOLE 0 0 10023 CISCO SYS INC COM 17275R102 BBG001S6HC62 296470 5730 SH SOLE 0 0 5730 CLOROX CO DEL COM 189054109 BBG001S5PX50 303289 1907 SH SOLE 0 0 1907 COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 278885 3620 SH SOLE 0 0 3620 CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 285756 2758 SH SOLE 0 0 2758 CONSOLIDATED EDISON INC COM 209115104 BBG001S5QRL4 362685 4012 SH SOLE 0 0 4012 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 5912622 216421 SH SOLE 0 0 216421 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 BBG01631TNW2 503481 20745 SH SOLE 0 0 20745 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 BBG011DXXNJ2 21499959 446428 SH SOLE 0 0 446428 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 11520031 210220 SH SOLE 0 0 210220 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 6488650 278363 SH SOLE 0 0 278363 DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 268233 2989 SH SOLE 0 0 2989 ELEVANCE HEALTH INC COM 036752103 BBG001S6KBQ8 657105 1479 SH SOLE 0 0 1479 EMERSON ELEC CO COM 291011104 BBG001S5QVT7 566474 6267 SH SOLE 0 0 6267 EVERSOURCE ENERGY COM 30040W108 BBG001S5TRL1 296375 4179 SH SOLE 0 0 4179 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 419770 3914 SH SOLE 0 0 3914 FACTSET RESH SYS INC COM 303075105 BBG001S5XRL6 417878 1043 SH SOLE 0 0 1043 GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 315625 1467 SH SOLE 0 0 1467 GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 244966 2230 SH SOLE 0 0 2230 GENERAL MLS INC COM 370334104 BBG001S5RKR2 267990 3494 SH SOLE 0 0 3494 GENERAL MTRS CO COM 37045V100 BBG001SM1DK6 209845 5442 SH SOLE 0 0 5442 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 BBG00MVW9603 8875 50000 SH Call SOLE 0 0 50000 GRAINGER W W INC COM 384802104 BBG001S5RRD2 567785 720 SH SOLE 0 0 720 HOME DEPOT INC COM 437076102 BBG001S5RTW7 659799 2124 SH SOLE 0 0 2124 ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 574618 2297 SH SOLE 0 0 2297 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 687171 1860 SH SOLE 0 0 1860 ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 416614 11729 SH SOLE 0 0 11729 ISHARES TR IBOXX HI YD ETF 464288513 BBG001ST0ZQ7 2178757 29023 SH SOLE 0 0 29023 ISHARES TR MSCI INTL QUALTY 46434V456 BBG007WGM3H4 205661 5777 SH SOLE 0 0 5777 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 925776 8674 SH SOLE 0 0 8674 ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 489186 2007 SH SOLE 0 0 2007 ISHARES TR SELECT DIVID ETF 464287168 BBG001SDJVG2 583948 5154 SH SOLE 0 0 5154 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1769243 10689 SH SOLE 0 0 10689 JOHNSON CTLS INTL PLC SHS G51502105 BBG001S5WZ84 552888 8114 SH SOLE 0 0 8114 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 858387 5902 SH SOLE 0 0 5902 L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 402112 2054 SH SOLE 0 0 2054 LILLY ELI & CO COM 532457108 BBG001S5STL8 2713518 5786 SH SOLE 0 0 5786 LINDE PLC SHS G54950103 BBG01FND0CH6 547993 1438 SH SOLE 0 0 1438 LOWES COS INC COM 548661107 BBG001S5SVL3 917696 4066 SH SOLE 0 0 4066 MCDONALDS CORP COM 580135101 BBG001S5T110 765123 2564 SH SOLE 0 0 2564 MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 298042 3383 SH SOLE 0 0 3383 MERCK & CO INC COM 58933Y105 BBG001S5TC52 506793 4392 SH SOLE 0 0 4392 MICROSOFT CORP COM 594918104 BBG001S5TD05 8945661 26269 SH SOLE 0 0 26269 MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 225114 2636 SH SOLE 0 0 2636 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 563326 7592 SH SOLE 0 0 7592 NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 542410 2392 SH SOLE 0 0 2392 NOVARTIS AG SPONSORED ADR 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1426417 6479 SH SOLE 0 0 6479 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 10279073 123014 SH SOLE 0 0 123014 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 229299 563 SH SOLE 0 0 563 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 15532408 78095 SH SOLE 0 0 78095 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 4510453 20476 SH SOLE 0 0 20476 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 2496839 17571 SH SOLE 0 0 17571 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 6948179 170801 SH SOLE 0 0 170801 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 2219807 46812 SH SOLE 0 0 46812 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 4101458 81670 SH SOLE 0 0 81670 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 4904286 62056 SH SOLE 0 0 62056 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG001T62M74 382923 6633 SH SOLE 0 0 6633 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 3653294 48286 SH SOLE 0 0 48286 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 6191115 38116 SH SOLE 0 0 38116 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 263520 4699 SH SOLE 0 0 4699 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 17187650 372188 SH SOLE 0 0 372188 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 BBG004N1LYJ5 6659590 106947 SH SOLE 0 0 106947 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 287768 2713 SH SOLE 0 0 2713 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 242814 6529 SH SOLE 0 0 6529 WALMART INC COM 931142103 BBG001S5XH92 1094916 6966 SH SOLE 0 0 6966 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 220937 1274 SH SOLE 0 0 1274 WEC ENERGY GROUP INC COM 92939U106 BBG001S5XDC7 246366 2792 SH SOLE 0 0 2792