Chief Compliance Officer

0001085146-23-003647.txt : 20231011 0001085146-23-003647.hdr.sgml : 20231011 20231010210431 ACCESSION NUMBER: 0001085146-23-003647 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231011 DATE AS OF CHANGE: 20231010 EFFECTIVENESS DATE: 20231011 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: 231319242 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 09-30-2023 09-30-2023 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 10-10-2023 0 105 229759302 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 BBG001S5T7X2 318495 3402 SH SOLE 0 0 3402 ABBOTT LABS COM 002824100 BBG001S5N9M6 379071 3914 SH SOLE 0 0 3914 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 817296 5483 SH SOLE 0 0 5483 AFLAC INC COM 001055102 BBG001S5NGJ4 480916 6266 SH SOLE 0 0 6266 AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 437003 1542 SH SOLE 0 0 1542 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 250696 1916 SH SOLE 0 0 1916 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 442225 3354 SH SOLE 0 0 3354 AMAZON COM INC COM 023135106 BBG001S5PQL7 462106 3635 SH SOLE 0 0 3635 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 483774 2763 SH SOLE 0 0 2763 APPLE INC COM 037833100 BBG001S5N8V8 3313053 19351 SH SOLE 0 0 19351 AT&T INC COM 00206R102 BBG001S5VWH2 160143 10662 SH SOLE 0 0 10662 AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 645476 2683 SH SOLE 0 0 2683 BECTON DICKINSON & CO COM 075887109 BBG001S5P374 387795 1500 SH SOLE 0 0 1500 BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 1594431 3 SH SOLE 0 0 3 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2569896 7336 SH SOLE 0 0 7336 BLACKROCK INC COM 09247X101 BBG001SDBP55 313548 485 SH SOLE 0 0 485 BP PLC SPONSORED ADR 055622104 BBG001S5W4F5 219000 5656 SH SOLE 0 0 5656 CATERPILLAR INC COM 149123101 BBG001S5PJ06 204477 749 SH SOLE 0 0 749 CINCINNATI FINL CORP COM 172062101 BBG001S5PTM0 1032710 10096 SH SOLE 0 0 10096 CISCO SYS INC COM 17275R102 BBG001S6HC62 308045 5730 SH SOLE 0 0 5730 CLOROX CO DEL COM 189054109 BBG001S5PX50 249669 1905 SH SOLE 0 0 1905 COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 252796 3555 SH SOLE 0 0 3555 CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 331367 2766 SH SOLE 0 0 2766 CONSOLIDATED EDISON INC COM 209115104 BBG001S5QRL4 343061 4011 SH SOLE 0 0 4011 DIMENSIONAL ETF TRUST 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COM 369550108 BBG001S5RHP1 324163 1467 SH SOLE 0 0 1467 GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 246527 2230 SH SOLE 0 0 2230 GENERAL MLS INC COM 370334104 BBG001S5RKR2 223005 3485 SH SOLE 0 0 3485 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 BBG00MVW9603 8385 50000 SH Call SOLE 0 0 50000 GRAINGER W W INC COM 384802104 BBG001S5RRD2 497433 719 SH SOLE 0 0 719 HOME DEPOT INC COM 437076102 BBG001S5RTW7 643299 2129 SH SOLE 0 0 2129 ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 529022 2297 SH SOLE 0 0 2297 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 881754 2461 SH SOLE 0 0 2461 ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 433950 12896 SH SOLE 0 0 12896 ISHARES TR IBOXX HI YD ETF 464288513 BBG001ST0ZQ7 2237107 30346 SH SOLE 0 0 30346 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 918553 8958 SH SOLE 0 0 8958 ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 471464 2007 SH SOLE 0 0 2007 ISHARES TR SELECT DIVID ETF 464287168 BBG001SDJVG2 554777 5154 SH SOLE 0 0 5154 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1712004 10992 SH SOLE 0 0 10992 JOHNSON CTLS INTL PLC SHS G51502105 BBG001S5WZ84 431480 8109 SH SOLE 0 0 8109 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 794275 5477 SH SOLE 0 0 5477 L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 344932 1981 SH SOLE 0 0 1981 LINDE PLC SHS G54950103 BBG01FND0CH6 535067 1437 SH SOLE 0 0 1437 LOWES COS INC COM 548661107 BBG001S5SVL3 841544 4049 SH SOLE 0 0 4049 MCDONALDS CORP COM 580135101 BBG001S5T110 728148 2764 SH SOLE 0 0 2764 MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 265014 3382 SH SOLE 0 0 3382 MERCK & CO INC COM 58933Y105 BBG001S5TC52 482836 4690 SH SOLE 0 0 4690 MICROSOFT CORP COM 594918104 BBG001S5TD05 8332213 26389 SH SOLE 0 0 26389 MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 215282 2636 SH SOLE 0 0 2636 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 434430 7583 SH SOLE 0 0 7583 NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 471253 2393 SH SOLE 0 0 2393 NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 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DEV MKT 921943858 BBG001SSPWL4 16810758 384510 SH SOLE 0 0 384510 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 BBG004N1LYJ5 6639349 112227 SH SOLE 0 0 112227 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 280307 2713 SH SOLE 0 0 2713 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 210535 6496 SH SOLE 0 0 6496 VISA INC COM CL A 92826C839 BBG001SRCFY3 239210 1040 SH SOLE 0 0 1040 WALMART INC COM 931142103 BBG001S5XH92 1114072 6966 SH SOLE 0 0 6966 WEC ENERGY GROUP INC COM 92939U106 BBG001S5XDC7 224896 2792 SH SOLE 0 0 2792