Chief Compliance Officer

0001085146-24-000083.txt : 20240109 0001085146-24-000083.hdr.sgml : 20240109 20240108215117 ACCESSION NUMBER: 0001085146-24-000083 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240109 DATE AS OF CHANGE: 20240108 EFFECTIVENESS DATE: 20240109 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: 24521617 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 12-31-2023 12-31-2023 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 01-08-2024 0 111 264043456 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 431584 3921 SH SOLE 0 0 3921 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 849855 5484 SH SOLE 0 0 5484 AFLAC INC COM 001055102 BBG001S5NGJ4 512738 6215 SH SOLE 0 0 6215 AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 421652 1540 SH SOLE 0 0 1540 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 266495 1908 SH SOLE 0 0 1908 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 472256 3351 SH SOLE 0 0 3351 AMAZON COM INC COM 023135106 BBG001S5PQL7 576946 3797 SH SOLE 0 0 3797 AMMO INC COM 00175J107 BBG001SB6XN8 27930 13300 SH SOLE 0 0 13300 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 532736 2683 SH SOLE 0 0 2683 APPLE INC COM 037833100 BBG001S5N8V8 3721956 19332 SH SOLE 0 0 19332 AT&T INC COM 00206R102 BBG001S5VWH2 173186 10321 SH SOLE 0 0 10321 AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 614342 2637 SH SOLE 0 0 2637 BECTON DICKINSON & CO COM 075887109 BBG001S5P374 365745 1500 SH SOLE 0 0 1500 BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 1627875 3 SH SOLE 0 0 3 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2615485 7333 SH SOLE 0 0 7333 BLACKROCK INC COM 09247X101 BBG001SDBP55 380734 469 SH SOLE 0 0 469 BP PLC SPONSORED ADR 055622104 BBG001S5W4F5 200222 5656 SH SOLE 0 0 5656 CATERPILLAR INC COM 149123101 BBG001S5PJ06 220865 747 SH SOLE 0 0 747 CINCINNATI FINL CORP COM 172062101 BBG001S5PTM0 1051533 10164 SH SOLE 0 0 10164 CISCO SYS INC COM 17275R102 BBG001S6HC62 289631 5733 SH SOLE 0 0 5733 CLOROX CO DEL COM 189054109 BBG001S5PX50 271919 1907 SH SOLE 0 0 1907 COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 283210 3553 SH SOLE 0 0 3553 CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 321514 2770 SH SOLE 0 0 2770 CONSOLIDATED EDISON INC COM 209115104 BBG001S5QRL4 364699 4009 SH SOLE 0 0 4009 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 6653222 232305 SH SOLE 0 0 232305 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 BBG01631TNW2 2392701 93721 SH SOLE 0 0 93721 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 BBG011DXXNJ2 23868250 460510 SH SOLE 0 0 460510 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 13695928 229720 SH SOLE 0 0 229720 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 6801148 278507 SH SOLE 0 0 278507 DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 290344 2992 SH SOLE 0 0 2992 ELEVANCE HEALTH INC COM 036752103 BBG001S6KBQ8 568701 1206 SH SOLE 0 0 1206 ELI LILLY & CO COM 532457108 BBG001S5STL8 3453857 5925 SH SOLE 0 0 5925 EMERSON ELEC CO COM 291011104 BBG001S5QVT7 590890 6071 SH SOLE 0 0 6071 EVERSOURCE ENERGY COM 30040W108 BBG001S5TRL1 258113 4182 SH SOLE 0 0 4182 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 395137 3952 SH SOLE 0 0 3952 FACTSET RESH SYS INC COM 303075105 BBG001S5XRL6 497563 1043 SH SOLE 0 0 1043 GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 381196 1468 SH SOLE 0 0 1468 GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 267002 2092 SH SOLE 0 0 2092 GENERAL MLS INC COM 370334104 BBG001S5RKR2 227273 3489 SH SOLE 0 0 3489 GRAINGER W W INC COM 384802104 BBG001S5RRD2 591685 714 SH SOLE 0 0 714 HOME DEPOT INC COM 437076102 BBG001S5RTW7 735726 2123 SH SOLE 0 0 2123 ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 599057 2287 SH SOLE 0 0 2287 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 1007074 2459 SH SOLE 0 0 2459 ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 495650 13040 SH SOLE 0 0 13040 ISHARES TR IBOXX HI YD ETF 464288513 BBG001ST0ZQ7 2896243 37424 SH SOLE 0 0 37424 ISHARES TR MSCI INTL QUALTY 46434V456 BBG007WGM3H4 216984 5777 SH SOLE 0 0 5777 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 1311653 12099 SH SOLE 0 0 12099 ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 526356 2007 SH SOLE 0 0 2007 ISHARES TR SELECT DIVID ETF 464287168 BBG001SDJVG2 604152 5154 SH SOLE 0 0 5154 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1722416 10989 SH SOLE 0 0 10989 JOHNSON CTLS INTL PLC SHS G51502105 BBG001S5WZ84 467518 8111 SH SOLE 0 0 8111 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 948308 5575 SH SOLE 0 0 5575 L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 415975 1975 SH SOLE 0 0 1975 LINDE PLC SHS G54950103 BBG01FND0CH6 590190 1437 SH SOLE 0 0 1437 LOWES COS INC COM 548661107 BBG001S5SVL3 889310 3996 SH SOLE 0 0 3996 MCDONALDS CORP COM 580135101 BBG001S5T110 792868 2674 SH SOLE 0 0 2674 MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 278609 3382 SH SOLE 0 0 3382 MERCK & CO INC COM 58933Y105 BBG001S5TC52 509014 4669 SH SOLE 0 0 4669 MICROSOFT CORP COM 594918104 BBG001S5TD05 10020302 26647 SH SOLE 0 0 26647 MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 244968 2627 SH SOLE 0 0 2627 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 443159 7296 SH SOLE 0 0 7296 NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 550056 2327 SH SOLE 0 0 2327 NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 299780 2969 SH SOLE 0 0 2969 ORACLE CORP COM 68389X105 BBG001S5SJG6 430049 4079 SH SOLE 0 0 4079 PAYCHEX INC COM 704326107 BBG001S5V135 615441 5167 SH SOLE 0 0 5167 PEPSICO INC COM 713448108 BBG001S695T1 600894 3538 SH SOLE 0 0 3538 PFIZER INC COM 717081103 BBG001S5V466 273246 9491 SH SOLE 0 0 9491 PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 258814 2751 SH SOLE 0 0 2751 PHILLIPS 66 COM 718546104 BBG00286S4P7 311281 2338 SH SOLE 0 0 2338 PIMCO ETF TR INTER MUN BD ACT 72201R866 BBG001SF6Y39 652872 12365 SH SOLE 0 0 12365 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1211739 8269 SH SOLE 0 0 8269 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 206059 2449 SH SOLE 0 0 2449 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 1065682 28833 SH SOLE 0 0 28833 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 1581304 28037 SH SOLE 0 0 28037 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 1624798 34395 SH SOLE 0 0 34395 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 221724 1240 SH SOLE 0 0 1240 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 234441 1218 SH SOLE 0 0 1218 SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 210221 674 SH SOLE 0 0 674 SMUCKER J M CO COM NEW 832696405 BBG001S5W3H5 209033 1654 SH SOLE 0 0 1654 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 645564 1358 SH SOLE 0 0 1358 SPDR SER TR NUVEEN BLMBRG SH 78468R739 BBG001T083N5 2945250 61629 SH SOLE 0 0 61629 STRYKER CORPORATION COM 863667101 BBG001S8FR03 483628 1615 SH SOLE 0 0 1615 SYSCO CORP COM 871829107 BBG001S5WJS8 372524 5094 SH SOLE 0 0 5094 TARGET CORP COM 87612E106 BBG001SC0K41 433050 3041 SH SOLE 0 0 3041 TJX COS INC NEW COM 872540109 BBG001S5WQ93 356384 3799 SH SOLE 0 0 3799 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 BBG001TC6MF8 236941 875 SH SOLE 0 0 875 VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 3249129 42539 SH SOLE 0 0 42539 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 10782251 34683 SH SOLE 0 0 34683 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 29055143 133189 SH SOLE 0 0 133189 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 1455861 6258 SH SOLE 0 0 6258 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 11867100 134304 SH SOLE 0 0 134304 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 452525 1036 SH SOLE 0 0 1036 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 16895279 79198 SH SOLE 0 0 79198 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 4873922 20546 SH SOLE 0 0 20546 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 2468993 16515 SH SOLE 0 0 16515 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 7772081 189102 SH SOLE 0 0 189102 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 2558972 53884 SH SOLE 0 0 53884 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 5415229 106077 SH SOLE 0 0 106077 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 6797853 83635 SH SOLE 0 0 83635 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG001T62M74 392386 6727 SH SOLE 0 0 6727 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 5352953 69186 SH SOLE 0 0 69186 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 6516812 38244 SH SOLE 0 0 38244 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 272354 4699 SH SOLE 0 0 4699 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 18944221 395495 SH SOLE 0 0 395495 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 BBG004N1LYJ5 7278720 114176 SH SOLE 0 0 114176 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 302852 2713 SH SOLE 0 0 2713 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 242524 6433 SH SOLE 0 0 6433 VISA INC COM CL A 92826C839 BBG001SRCFY3 270764 1040 SH SOLE 0 0 1040 WALMART INC COM 931142103 BBG001S5XH92 1088100 6902 SH SOLE 0 0 6902 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 228173 1274 SH SOLE 0 0 1274 WEC ENERGY GROUP INC COM 92939U106 BBG001S5XDC7 234834 2790 SH SOLE 0 0 2790