0001085146-23-000203.txt : 20230119 0001085146-23-000203.hdr.sgml : 20230119 20230118174002 ACCESSION NUMBER: 0001085146-23-000203 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230119 DATE AS OF CHANGE: 20230118 EFFECTIVENESS DATE: 20230119 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: 23535351 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 12-31-2022 12-31-2022 false Hurlow Wealth Management Group, Inc.

3925 HAGAN STREET SUITE 300 Bloomington IN 47401

13F HOLDINGS REPORT 028-19002 N Michael Carson 812-333-4726 /s/ Michael Carson Bloomington IN 01-18-2023 0 96 192069259 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 BBG001S5T7X2 460133 3837 SH SOLE 0 0 3837 ABBOTT LABS COM 002824100 BBG001S5N9M6 485162 4419 SH SOLE 0 0 4419 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 889340 5503 SH SOLE 0 0 5503 AFLAC INC COM 001055102 BBG001S5NGJ4 450272 6259 SH SOLE 0 0 6259 AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 475645 1543 SH SOLE 0 0 1543 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 296624 3343 SH SOLE 0 0 3343 AMAZON COM INC COM 023135106 BBG001S5PQL7 251596 2995 SH SOLE 0 0 2995 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 453215 2763 SH SOLE 0 0 2763 APPLE INC COM 037833100 BBG001S5N8V8 2342351 18028 SH SOLE 0 0 18028 AT&T INC COM 00206R102 BBG001S5VWH2 210702 11445 SH SOLE 0 0 11445 AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 641578 2686 SH SOLE 0 0 2686 BECTON DICKINSON & CO COM 075887109 BBG001S5P374 416798 1639 SH SOLE 0 0 1639 BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 1406133 3 SH SOLE 0 0 3 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2303552 7457 SH SOLE 0 0 7457 BLACKROCK INC COM 09247X101 BBG001SDBP55 343686 485 SH SOLE 0 0 485 CINCINNATI FINL CORP COM 172062101 BBG001S5PTM0 1013444 9898 SH SOLE 0 0 9898 CISCO SYS INC COM 17275R102 BBG001S6HC62 272930 5729 SH SOLE 0 0 5729 CLOROX CO DEL COM 189054109 BBG001S5PX50 274766 1958 SH SOLE 0 0 1958 COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 285141 3619 SH SOLE 0 0 3619 CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 325916 2762 SH SOLE 0 0 2762 CONSOLIDATED EDISON INC COM 209115104 BBG001S5QRL4 382193 4010 SH SOLE 0 0 4010 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 4174081 166791 SH SOLE 0 0 166791 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 BBG01631TNW2 426371 19077 SH SOLE 0 0 19077 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 BBG011DXXNJ2 16339150 392674 SH SOLE 0 0 392674 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 9098428 177893 SH SOLE 0 0 177893 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 5966117 276209 SH SOLE 0 0 276209 DISNEY WALT CO COM 254687106 BBG001S5QHF3 207830 2392 SH SOLE 0 0 2392 DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 308249 2993 SH SOLE 0 0 2993 ELEVANCE HEALTH INC COM 036752103 BBG001S6KBQ8 646342 1260 SH SOLE 0 0 1260 EMERSON ELEC CO COM 291011104 BBG001S5QVT7 606043 6309 SH SOLE 0 0 6309 EVERSOURCE ENERGY COM 30040W108 BBG001S5TRL1 350619 4182 SH SOLE 0 0 4182 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 429824 3897 SH SOLE 0 0 3897 FACTSET RESH SYS INC COM 303075105 BBG001S5XRL6 418863 1044 SH SOLE 0 0 1044 GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 364225 1468 SH SOLE 0 0 1468 GENERAL MLS INC COM 370334104 BBG001S5RKR2 293894 3505 SH SOLE 0 0 3505 GRAINGER W W INC COM 384802104 BBG001S5RRD2 411069 739 SH SOLE 0 0 739 HOME DEPOT INC COM 437076102 BBG001S5RTW7 672150 2128 SH SOLE 0 0 2128 ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 506029 2297 SH SOLE 0 0 2297 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 495308 1860 SH SOLE 0 0 1860 ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 383677 11669 SH SOLE 0 0 11669 ISHARES TR IBOXX HI YD ETF 464288513 BBG001ST0ZQ7 1797382 24411 SH SOLE 0 0 24411 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 890694 8441 SH SOLE 0 0 8441 ISHARES TR SELECT DIVID ETF 464287168 BBG001SDJVG2 621572 5154 SH SOLE 0 0 5154 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1894218 10723 SH SOLE 0 0 10723 JOHNSON CTLS INTL PLC SHS G51502105 BBG001S5WZ84 519296 8114 SH SOLE 0 0 8114 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 791458 5902 SH SOLE 0 0 5902 L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 442238 2124 SH SOLE 0 0 2124 LILLY ELI & CO COM 532457108 BBG001S5STL8 2116384 5785 SH SOLE 0 0 5785 LINDE PLC SHS G5494J103 BBG00GVR8YR8 468721 1437 SH SOLE 0 0 1437 LOWES COS INC COM 548661107 BBG001S5SVL3 810708 4069 SH SOLE 0 0 4069 MCDONALDS CORP COM 580135101 BBG001S5T110 675427 2563 SH SOLE 0 0 2563 MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 231606 2980 SH SOLE 0 0 2980 MERCK & CO INC COM 58933Y105 BBG001S5TC52 487292 4392 SH SOLE 0 0 4392 MICROSOFT CORP COM 594918104 BBG001S5TD05 6295763 26252 SH SOLE 0 0 26252 MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 223773 2632 SH SOLE 0 0 2632 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 635360 7600 SH SOLE 0 0 7600 NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 589929 2394 SH SOLE 0 0 2394 NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 269348 2969 SH SOLE 0 0 2969 ORACLE CORP COM 68389X105 BBG001S5SJG6 333336 4078 SH SOLE 0 0 4078 PAYCHEX INC COM 704326107 BBG001S5V135 650372 5628 SH SOLE 0 0 5628 PEPSICO INC COM 713448108 BBG001S695T1 641162 3549 SH SOLE 0 0 3549 PFIZER INC COM 717081103 BBG001S5V466 1017678 19861 SH SOLE 0 0 19861 PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 282072 2787 SH SOLE 0 0 2787 PHILLIPS 66 COM 718546104 BBG00286S4P7 242923 2334 SH SOLE 0 0 2334 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1254462 8277 SH SOLE 0 0 8277 RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 247355 2451 SH SOLE 0 0 2451 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 1082389 33604 SH SOLE 0 0 33604 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 1396205 30924 SH SOLE 0 0 30924 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 1431176 35329 SH SOLE 0 0 35329 SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 304732 1284 SH SOLE 0 0 1284 SMUCKER J M CO COM NEW 832696405 BBG001S5W3H5 263044 1660 SH SOLE 0 0 1660 SPDR SER TR NUVEEN BLMBRG SH 78468R739 BBG001T083N5 1365709 29070 SH SOLE 0 0 29070 STRYKER CORPORATION COM 863667101 BBG001S8FR03 407565 1667 SH SOLE 0 0 1667 SYSCO CORP COM 871829107 BBG001S5WJS8 389436 5094 SH SOLE 0 0 5094 TARGET CORP COM 87612E106 BBG001SC0K41 455407 3056 SH SOLE 0 0 3056 TJX COS INC NEW COM 872540109 BBG001S5WQ93 302400 3799 SH SOLE 0 0 3799 VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 2517516 33874 SH SOLE 0 0 33874 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 7526619 35318 SH SOLE 0 0 35318 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 20460613 117456 SH SOLE 0 0 117456 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 1250374 6135 SH SOLE 0 0 6135 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 8334446 101048 SH SOLE 0 0 101048 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 12932363 70461 SH SOLE 0 0 70461 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 3918057 20493 SH SOLE 0 0 20493 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 2466582 17572 SH SOLE 0 0 17572 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 5384536 138143 SH SOLE 0 0 138143 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 1845022 39500 SH SOLE 0 0 39500 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 3705284 74869 SH SOLE 0 0 74869 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 4423806 57074 SH SOLE 0 0 57074 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 3101038 41243 SH SOLE 0 0 41243 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 4690292 30888 SH SOLE 0 0 30888 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 14047926 334714 SH SOLE 0 0 334714 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 BBG004N1LYJ5 5751756 94322 SH SOLE 0 0 94322 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 293574 2713 SH SOLE 0 0 2713 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 256494 6510 SH SOLE 0 0 6510 WALMART INC COM 931142103 BBG001S5XH92 987426 6964 SH SOLE 0 0 6964 WEC ENERGY GROUP INC COM 92939U106 BBG001S5XDC7 267497 2853 SH SOLE 0 0 2853