0001085146-20-001136.txt : 20200416
0001085146-20-001136.hdr.sgml : 20200416
20200416164146
ACCESSION NUMBER: 0001085146-20-001136
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200416
DATE AS OF CHANGE: 20200416
EFFECTIVENESS DATE: 20200416
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: 20796820
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
13F-HR
LIVE
false
false
false
0001747749
XXXXXXXX
03-31-2020
03-31-2020
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
04-16-2020
0
90
93396
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M CO
COM
88579Y101
567
3907
SH
SOLE
0
0
3907
ABBOTT LABS
COM
002824100
380
4182
SH
SOLE
0
0
4182
ABBVIE INC
COM
00287Y109
315
3851
SH
SOLE
0
0
3851
AFLAC INC
COM
001055102
282
7888
SH
SOLE
0
0
7888
AIR PRODS & CHEMS INC
COM
009158106
412
1925
SH
SOLE
0
0
1925
ALPHABET INC
CAP STK CL C
02079K107
425
337
SH
SOLE
0
0
337
AMAZON COM INC
COM
023135106
404
175
SH
SOLE
0
0
175
ANALOG DEVICES INC
COM
032654105
385
3834
SH
SOLE
0
0
3834
APPLE INC
COM
037833100
1379
4848
SH
SOLE
0
0
4848
AT&T INC
COM
00206R102
333
11076
SH
SOLE
0
0
11076
AUTOMATIC DATA PROCESSING IN
COM
053015103
429
3115
SH
SOLE
0
0
3115
BECTON DICKINSON & CO
COM
075887109
413
1637
SH
SOLE
0
0
1637
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1324
7022
SH
SOLE
0
0
7022
BLACKROCK INC
COM
09247X101
203
458
SH
SOLE
0
0
458
CHEVRON CORP NEW
COM
166764100
268
3248
SH
SOLE
0
0
3248
CINCINNATI FINL CORP
COM
172062101
795
9590
SH
SOLE
0
0
9590
CISCO SYS INC
COM
17275R102
471
11348
SH
SOLE
0
0
11348
CLOROX CO DEL
COM
189054109
379
1935
SH
SOLE
0
0
1935
COLGATE PALMOLIVE CO
COM
194162103
208
2864
SH
SOLE
0
0
2864
CONSOLIDATED EDISON INC
COM
209115104
348
4000
SH
SOLE
0
0
4000
DISNEY WALT CO
COM DISNEY
254687106
222
2145
SH
SOLE
0
0
2145
DUKE ENERGY CORP NEW
COM NEW
26441C204
242
2762
SH
SOLE
0
0
2762
EMERSON ELEC CO
COM
291011104
274
5710
SH
SOLE
0
0
5710
EVERSOURCE ENERGY
COM
30040W108
400
4497
SH
SOLE
0
0
4497
EXXON MOBIL CORP
COM
30231G102
296
7319
SH
SOLE
0
0
7319
FACTSET RESH SYS INC
COM
303075105
372
1344
SH
SOLE
0
0
1344
GENERAL DYNAMICS CORP
COM
369550108
258
1931
SH
SOLE
0
0
1931
GENERAL MLS INC
COM
370334104
203
3434
SH
SOLE
0
0
3434
GRAINGER W W INC
COM
384802104
220
789
SH
SOLE
0
0
789
HOME DEPOT INC
COM
437076102
413
2079
SH
SOLE
0
0
2079
ILLINOIS TOOL WKS INC
COM
452308109
402
2634
SH
SOLE
0
0
2634
INTEL CORP
COM
458140100
216
3676
SH
SOLE
0
0
3676
ISHARES TR
IBOXX HI YD ETF
464288513
406
5031
SH
SOLE
0
0
5031
ISHARES TR
INTRM TR CRP ETF
464288638
967
16757
SH
SOLE
0
0
16757
ISHARES TR
SELECT DIVID ETF
464287168
400
5154
SH
SOLE
0
0
5154
JOHNSON & JOHNSON
COM
478160104
891
6036
SH
SOLE
0
0
6036
JOHNSON CTLS INTL PLC
SHS
G51502105
257
8821
SH
SOLE
0
0
8821
JPMORGAN CHASE & CO
COM
46625H100
543
5978
SH
SOLE
0
0
5978
KROGER CO
COM
501044101
204
6354
SH
SOLE
0
0
6354
L3HARRIS TECHNOLOGIES INC
COM
502431109
514
2634
SH
SOLE
0
0
2634
LILLY ELI & CO
COM
532457108
1077
7121
SH
SOLE
0
0
7121
LINDE PLC
SHS
G5494J103
276
1525
SH
SOLE
0
0
1525
LOWES COS INC
COM
548661107
450
4775
SH
SOLE
0
0
4775
MCDONALDS CORP
COM
580135101
561
3154
SH
SOLE
0
0
3154
MEDTRONIC PLC
SHS
G5960L103
289
2973
SH
SOLE
0
0
2973
MERCK & CO. INC
COM
58933Y105
273
3328
SH
SOLE
0
0
3328
MICROSOFT CORP
COM
594918104
4787
27850
SH
SOLE
0
0
27850
NETFLIX INC
COM
64110L106
832
1950
SH
SOLE
0
0
1950
NEXTERA ENERGY INC
COM
65339F101
557
2347
SH
SOLE
0
0
2347
NORFOLK SOUTHERN CORP
COM
655844108
422
2746
SH
SOLE
0
0
2746
NOVARTIS A G
SPONSORED ADR
66987V109
273
3189
SH
SOLE
0
0
3189
ORACLE CORP
COM
68389X105
213
4000
SH
SOLE
0
0
4000
PAYCHEX INC
COM
704326107
415
6400
SH
SOLE
0
0
6400
PEPSICO INC
COM
713448108
488
3611
SH
SOLE
0
0
3611
PFIZER INC
COM
717081103
676
18789
SH
SOLE
0
0
18789
PHILIP MORRIS INTL INC
COM
718172109
204
2701
SH
SOLE
0
0
2701
PROCTER & GAMBLE CO
COM
742718109
951
7848
SH
SOLE
0
0
7848
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
874
40749
SH
SOLE
0
0
40749
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
2069
78734
SH
SOLE
0
0
78734
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
545
21641
SH
SOLE
0
0
21641
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
380
7346
SH
SOLE
0
0
7346
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
2829
50844
SH
SOLE
0
0
50844
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
1220
25308
SH
SOLE
0
0
25308
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
4088
61907
SH
SOLE
0
0
61907
SCHWAB STRATEGIC TR
US REIT ETF
808524847
589
17068
SH
SOLE
0
0
17068
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
1928
36126
SH
SOLE
0
0
36126
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
714
12017
SH
SOLE
0
0
12017
SIRIUS XM HLDGS INC
COM
82968B103
53
10072
SH
SOLE
0
0
10072
STRYKER CORP
COM
863667101
309
1791
SH
SOLE
0
0
1791
SYSCO CORP
COM
871829107
245
5325
SH
SOLE
0
0
5325
TARGET CORP
COM
87612E106
325
3056
SH
SOLE
0
0
3056
TJX COS INC NEW
COM
872540109
211
4360
SH
SOLE
0
0
4360
V F CORP
COM
918204108
200
3577
SH
SOLE
0
0
3577
VANGUARD INDEX FDS
GROWTH ETF
922908736
6397
37344
SH
SOLE
0
0
37344
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
8207
64195
SH
SOLE
0
0
64195
VANGUARD INDEX FDS
MID CAP ETF
922908629
831
5863
SH
SOLE
0
0
5863
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
5087
68161
SH
SOLE
0
0
68161
VANGUARD INDEX FDS
SMALL CP ETF
922908751
6481
53782
SH
SOLE
0
0
53782
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2988
21565
SH
SOLE
0
0
21565
VANGUARD INDEX FDS
VALUE ETF
922908744
2429
25564
SH
SOLE
0
0
25564
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1378
39517
SH
SOLE
0
0
39517
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
244
2682
SH
SOLE
0
0
2682
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
445
5485
SH
SOLE
0
0
5485
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1287
11639
SH
SOLE
0
0
11639
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
5000
147151
SH
SOLE
0
0
147151
VANGUARD WHITEHALL FDS
EMERG MKT BD ETF
921946885
4007
56118
SH
SOLE
0
0
56118
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
216
2865
SH
SOLE
0
0
2865
VERIZON COMMUNICATIONS INC
COM
92343V104
412
7243
SH
SOLE
0
0
7243
WALMART INC
COM
931142103
893
6935
SH
SOLE
0
0
6935
WEC ENERGY GROUP INC
COM
92939U106
351
3625
SH
SOLE
0
0
3625