$216 Million is the total value of Hurlow Wealth Management Group, Inc.'s 102 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
New | LINDE PLC | $510,767 | – | 1,437 | +100.0% | 0.24% | – | |
VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $388,296 | – | 6,633 | +100.0% | 0.18% | – |
BP | New | BP PLCsponsored adr | $214,589 | – | 5,656 | +100.0% | 0.10% | – |
New | GENERAL ELECTRIC CO | $212,997 | – | 2,228 | +100.0% | 0.10% | – | |
VOO | New | VANGUARD INDEX FDS | $211,764 | – | 563 | +100.0% | 0.10% | – |
WM | New | WASTE MGMT INC DEL | $207,715 | – | 1,273 | +100.0% | 0.10% | – |
SPY | New | SPDR S&P 500 ETF TRtr unit | $203,057 | – | 496 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-11
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.