$163 Million is the total value of Hurlow Wealth Management Group, Inc.'s 96 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| INTC | Exit | INTEL CORP | $0 | – | -3,676 | -100.0% | -0.16% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -7,095 | -100.0% | -0.18% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -1,001 | -100.0% | -0.18% | – |
| VFC | Exit | V F CORP | $0 | – | -3,362 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 20 | Q3 2023 | 12.9% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 9.0% |
| VANGUARD TAX-MANAGED INTL FD | 20 | Q3 2023 | 8.6% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 7.5% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 6.0% |
| MICROSOFT CORP | 20 | Q3 2023 | 5.5% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 3.8% |
| VANGUARD INTL EQUITY INDEX F | 20 | Q3 2023 | 3.0% |
| VANGUARD SPECIALIZED FUNDS | 20 | Q3 2023 | 2.6% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 5.5% |
View Hurlow Wealth Management Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-13 |
| 13F-HR | 2022-02-02 |
View Hurlow Wealth Management Group, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.