Hurlow Wealth Management Group, Inc. Purchases in Q2 2025

Hurlow Wealth Management Group, Inc.

  • $351 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
5.71K
+ 3.98%
$228.25 - $285.3 $1.3M - $1.63M
149K $42.5M
DFUS
Dimensional ETF Tr U S Equity

ETFs
31.9K
+ 6.69%
$53.65 - $67.02 $1.71M - $2.14M
509K $34.1M
DFAS
Dimensional ETF Tr U S Small C

ETFs
31K
+ 10.2%
$52.31 - $63.72 $1.62M - $1.98M
335K $21.4M
DFIC
Dimensional ETF Tr Dimensional

ETFs
51.6K
+ 16.78%
$24.94 - $31.15 $1.29M - $1.61M
359K $11.2M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
67.9K
+ 84.48%
$23.4 - $29.68 $1.59M - $2.02M
148K $4.4M
VB
Vanguard Small Cap ETF

ETFs
373
+ 0.45%
$193.73 - $237.37 $72.3K - $88.5K
83.7K $19.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.96K
+ 3.41%
$39.89 - $49.46 $278K - $344K
211K $10.4M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
14.5K
+ 23.58%
$75.05 - $77.34 $1.08M - $1.12M
75.8K $5.86M
SCHX
Schwab Strategic Tr Us Large C

ETFs
35.2K
+ 35.39%
$19.6 - $24.44 $690K - $860K
135K $3.29M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
10.9K
+ 8.16%
N/A
144K $9M
DFAR
Dimensional ETF Tr Dimensional

ETFs
20.5K
New
$20.99 - $23.93 $430K - $490K
20.5K $480K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
14.2K
+ 8.74%
$22.4 - $23.8 $319K - $339K
177K $4.22M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.19K
+ 4.48%
$77.94 - $79.5 $327K - $333K
97.7K $7.77M
META
Meta Platforms, Inc.

Communication Services
285
+ 28.64%
$484.66 - $738.09 $138K - $210K
1.28K $944K
AMZN
Amazon Com Inc

Consumer Cyclical
1.24K
+ 37.25%
$167.32 - $223.3 $208K - $277K
4.58K $1M
NVDA
Nvidia Corp

Technology
1.39K
+ 48.07%
$94.31 - $157.99 $131K - $219K
4.27K $674K
ORCL
Oracle Corp

Technology
101
+ 2.43%
$122.82 - $218.63 $12.4K - $22.1K
4.25K $929K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.7K
+ 1.44%
$79.56 - $82.92 $135K - $141K
120K $9.95M
DIS
Walt Disney CO

Communication Services
1.92K
New
$81.72 - $124.01 $157K - $238K
1.92K $238K
SUB
Ishares Short Term National Mu

ETFs
2.21K
New
$104.77 - $106.34 $232K - $235K
2.21K $235K
IVV
Ishares Core S&P 500 ETF

ETFs
352
New
$498.8 - $620.9 $176K - $219K
352 $218K
VGT
Vanguard Information Technolog

ETFs
318
New
$470.37 - $663.28 $150K - $211K
318 $210K
JCI
Johnson Controls International PLC

Industrials
2
+ 0.02%
$71.14 - $105.62 $142 - $211
8.12K $857K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.9K
New
$59.24 - $71.39 $172K - $207K
2.9K $206K
AVUV
American Centy ETF Tr Avantis

ETFs
2.24K
New
$75.17 - $91.21 $168K - $204K
2.24K $203K
T
At&T Inc.

Communication Services
6.94K
New
$26.33 - $28.94 $183K - $201K
6.94K $200K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.16K
+ 4.34%
$49.57 - $50.27 $157K - $159K
75.9K $3.81M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
65
+ 8.58%
$456.74 - $568.03 $29.7K - $36.9K
823 $467K
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.03%
$149.23 - $184.95 $149 - $185
3.27K $595K
VT
Vanguard Total World Stk Index

ETFs
52
+ 2.2%
$103.16 - $128.52 $5.36K - $6.68K
2.42K $310K
ABT
Abbott Laboratories

Healthcare
1
+ 0.03%
$123.95 - $138.08 $124 - $138
3.72K $506K
V
Visa Inc.

Financial Services
1
+ 0.1%
$308.27 - $373.31 $308 - $373
959 $340K
SYY
Sysco Corp

Consumer Defensive
4
+ 0.08%
$68.0 - $75.91 $272 - $304
4.87K $368K
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.19%
$335.24 - $380.78 $1.34K - $1.52K
2.14K $784K
Ge Vernova Inc Com
520
New
N/A
520 $0
Vanguard California Tax Exempt Bond ETF
3.01K
New
N/A
3.01K $0
Dimensional California Municipal Bond ETF
6.56K
New
N/A
6.56K $0
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.06%
$218.41 - $252.43 $218 - $252
1.78K $438K
NEE
Nextera Energy Inc

Utilities
2
+ 0.03%
$64.11 - $75.0 $128 - $150
7.06K $490K
ELV
Elevance Health, Inc.

Healthcare
1
+ 0.08%
$372.27 - $452.69 $372 - $453
1.29K $500K
JNJ
Johnson & Johnson

Healthcare
1
+ 0.01%
$146.36 - $159.82 $146 - $160
9.88K $1.51M
Activity Summary
Buys All Purchases 42 New Holdings 11 Increased Positions 31 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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