Chief Compliance Officer

0001085146-24-001810.txt : 20240416 0001085146-24-001810.hdr.sgml : 20240416 20240415210033 ACCESSION NUMBER: 0001085146-24-001810 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240416 DATE AS OF CHANGE: 20240415 EFFECTIVENESS DATE: 20240416 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Hurlow Wealth Management Group, Inc. CENTRAL INDEX KEY: 0001747749 ORGANIZATION NAME: 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: 24845926 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 03-31-2024 03-31-2024 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 04-15-2024 0 115 283313733 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 445888 3923 SH SOLE 0 0 3923 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 999075 5486 SH SOLE 0 0 5486 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 214061 1186 SH SOLE 0 0 1186 AFLAC INC COM 001055102 BBG001S5NGJ4 458664 5342 SH SOLE 0 0 5342 AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 371158 1532 SH SOLE 0 0 1532 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 293372 1944 SH SOLE 0 0 1943 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 509005 3343 SH SOLE 0 0 3343 AMAZON COM INC COM 023135106 BBG001S5PQL7 685479 3800 SH SOLE 0 0 3800 AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 204944 2187 SH SOLE 0 0 2187 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 530671 2683 SH SOLE 0 0 2683 APPLE INC COM 037833100 BBG001S5N8V8 3312621 19318 SH SOLE 0 0 19317 AT&T INC COM 00206R102 BBG001S5VWH2 187739 10667 SH SOLE 0 0 10667 AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 605620 2425 SH SOLE 0 0 2425 BECTON DICKINSON & CO COM 075887109 BBG001S5P374 304364 1230 SH SOLE 0 0 1230 BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 1903320 3 SH SOLE 0 0 3 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 3083367 7332 SH SOLE 0 0 7332 BLACKROCK INC COM 09247X101 BBG001SDBP55 391839 470 SH SOLE 0 0 470 BP PLC SPONSORED ADR 055622104 BBG001S5W4F5 213118 5656 SH SOLE 0 0 5656 CATERPILLAR INC COM 149123101 BBG001S5PJ06 273723 747 SH SOLE 0 0 747 CINCINNATI FINL CORP COM 172062101 BBG001S5PTM0 1270245 10230 SH SOLE 0 0 10229 CISCO SYS INC COM 17275R102 BBG001S6HC62 262676 5263 SH SOLE 0 0 5263 CLOROX CO DEL COM 189054109 BBG001S5PX50 291981 1907 SH SOLE 0 0 1907 COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 313014 3476 SH SOLE 0 0 3476 CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 352947 2773 SH SOLE 0 0 2773 CONSOLIDATED EDISON INC COM 209115104 BBG001S5QRL4 364148 4010 SH SOLE 0 0 4010 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 207334 283 SH SOLE 0 0 283 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 BBG017159MD8 309984 12161 SH SOLE 0 0 12161 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 7081802 234342 SH SOLE 0 0 234341 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 BBG01631TNW2 2921601 109219 SH SOLE 0 0 109218 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 BBG011DXXNJ2 26403500 463382 SH SOLE 0 0 463381 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 14821120 237747 SH SOLE 0 0 237746 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 7298584 286894 SH SOLE 0 0 286894 DISNEY WALT CO COM 254687106 BBG001S5QHF3 266886 2181 SH SOLE 0 0 2181 DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 289951 2998 SH SOLE 0 0 2998 ELEVANCE HEALTH INC COM 036752103 BBG001S6KBQ8 625359 1206 SH SOLE 0 0 1206 ELI LILLY & CO COM 532457108 BBG001S5STL8 4617334 5935 SH SOLE 0 0 5935 EMERSON ELEC CO COM 291011104 BBG001S5QVT7 688573 6071 SH SOLE 0 0 6071 EVERSOURCE ENERGY COM 30040W108 BBG001S5TRL1 234239 3919 SH SOLE 0 0 3919 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 459182 3950 SH SOLE 0 0 3950 FACTSET RESH SYS INC COM 303075105 BBG001S5XRL6 473929 1043 SH SOLE 0 0 1043 GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 415543 1471 SH SOLE 0 0 1471 GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 367209 2092 SH SOLE 0 0 2092 GENERAL MLS INC COM 370334104 BBG001S5RKR2 229851 3285 SH SOLE 0 0 3285 GRAINGER W W INC COM 384802104 BBG001S5RRD2 597155 587 SH SOLE 0 0 587 HOME DEPOT INC COM 437076102 BBG001S5RTW7 809012 2109 SH SOLE 0 0 2109 ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 553296 2062 SH SOLE 0 0 2062 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 1100778 2479 SH SOLE 0 0 2479 ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 525121 13040 SH SOLE 0 0 13040 ISHARES TR IBOXX HI YD ETF 464288513 BBG001ST0ZQ7 2956771 38039 SH SOLE 0 0 38039 ISHARES TR MSCI INTL QUALTY 46434V456 BBG007WGM3H4 229116 5777 SH SOLE 0 0 5777 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 1313473 12207 SH SOLE 0 0 12207 ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 578076 2007 SH SOLE 0 0 2007 ISHARES TR SELECT DIVID ETF 464287168 BBG001SDJVG2 634870 5154 SH SOLE 0 0 5154 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1724904 10904 SH SOLE 0 0 10904 JOHNSON CTLS INTL PLC SHS G51502105 BBG001S5WZ84 531117 8131 SH SOLE 0 0 8131 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 1118075 5582 SH SOLE 0 0 5582 L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 420873 1975 SH SOLE 0 0 1975 LINDE PLC SHS G54950103 BBG01FND0CH6 667228 1437 SH SOLE 0 0 1437 LOWES COS INC COM 548661107 BBG001S5SVL3 1018665 3999 SH SOLE 0 0 3999 MCDONALDS CORP COM 580135101 BBG001S5T110 753934 2674 SH SOLE 0 0 2674 MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 295874 3395 SH SOLE 0 0 3395 MERCK & CO INC COM 58933Y105 BBG001S5TC52 617130 4677 SH SOLE 0 0 4677 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 243276 501 SH SOLE 0 0 501 MICROSOFT CORP COM 594918104 BBG001S5TD05 11211404 26648 SH SOLE 0 0 26648 MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 248771 2642 SH SOLE 0 0 2642 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 462964 7244 SH SOLE 0 0 7244 NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 556126 2182 SH SOLE 0 0 2182 NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 288159 2979 SH SOLE 0 0 2979 ORACLE CORP COM 68389X105 BBG001S5SJG6 512363 4079 SH SOLE 0 0 4079 PAYCHEX INC COM 704326107 BBG001S5V135 634508 5167 SH SOLE 0 0 5167 PEPSICO INC COM 713448108 BBG001S695T1 611310 3493 SH SOLE 0 0 3493 PFIZER INC COM 717081103 BBG001S5V466 214924 7745 SH SOLE 0 0 7745 PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 253329 2765 SH SOLE 0 0 2765 PHILLIPS 66 COM 718546104 BBG00286S4P7 381889 2338 SH SOLE 0 0 2338 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1341645 8269 SH SOLE 0 0 8269 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 236803 2428 SH SOLE 0 0 2428 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 1122074 28756 SH SOLE 0 0 28756 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 1695196 27315 SH SOLE 0 0 27315 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 1631841 33141 SH SOLE 0 0 33140 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 228024 1240 SH SOLE 0 0 1240 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 253673 1218 SH SOLE 0 0 1218 SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 234448 675 SH SOLE 0 0 675 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 715705 1368 SH SOLE 0 0 1368 SPDR SER TR NUVEEN BLMBRG SH 78468R739 BBG001T083N5 1582741 33363 SH SOLE 0 0 33363 STRYKER CORPORATION COM 863667101 BBG001S8FR03 577960 1615 SH SOLE 0 0 1615 SYSCO CORP COM 871829107 BBG001S5WJS8 413612 5095 SH SOLE 0 0 5095 TARGET CORP COM 87612E106 BBG001SC0K41 541849 3058 SH SOLE 0 0 3057 TJX COS INC NEW COM 872540109 BBG001S5WQ93 709839 6999 SH SOLE 0 0 6999 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 BBG001TC6MF8 266621 875 SH SOLE 0 0 875 VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 3392020 44987 SH SOLE 0 0 44987 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 11833940 34381 SH SOLE 0 0 34381 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 31875807 132949 SH SOLE 0 0 132948 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 1660320 6645 SH SOLE 0 0 6645 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 11777067 136183 SH SOLE 0 0 136182 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 525884 1094 SH SOLE 0 0 1093 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 18033810 78892 SH SOLE 0 0 78891 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 5300661 20395 SH SOLE 0 0 20395 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 2631655 16159 SH SOLE 0 0 16159 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 8068659 193169 SH SOLE 0 0 193168 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 2762604 57686 SH SOLE 0 0 57686 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 5752808 113692 SH SOLE 0 0 113691 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 7175132 89121 SH SOLE 0 0 89121 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG001T62M74 398999 6871 SH SOLE 0 0 6871 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 5719835 73986 SH SOLE 0 0 73985 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 6817292 37333 SH SOLE 0 0 37332 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 283350 4699 SH SOLE 0 0 4699 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 19897894 396609 SH SOLE 0 0 396609 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 BBG004N1LYJ5 7381188 115602 SH SOLE 0 0 115602 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 328246 2713 SH SOLE 0 0 2713 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 270474 6446 SH SOLE 0 0 6446 VISA INC COM CL A 92826C839 BBG001SRCFY3 275173 986 SH SOLE 0 0 986 WALMART INC COM 931142103 BBG001S5XH92 1245880 20706 SH SOLE 0 0 20706 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 271553 1274 SH SOLE 0 0 1274 WEC ENERGY GROUP INC COM 92939U106 BBG001S5XDC7 229115 2790 SH SOLE 0 0 2790 WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 232825 4017 SH SOLE 0 0 4017