$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,396,800 | -0.7% | 3 | 0.0% | 0.65% | -11.7% | |
| DVY | ISHARES TRselect divid etf | $603,946 | -2.8% | 5,154 | 0.0% | 0.28% | -13.9% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $596,969 | +20.5% | 1,860 | 0.0% | 0.28% | +7.0% | |
| ITW | ILLINOIS TOOL WKS INC | $559,205 | +10.5% | 2,297 | 0.0% | 0.26% | -1.5% | |
| SYK | STRYKER CORPORATION | $475,878 | +16.8% | 1,667 | 0.0% | 0.22% | +3.8% | |
| DIMENSIONAL ETF TRUSTintl core equity | $459,088 | +7.7% | 19,077 | 0.0% | 0.21% | -4.5% | ||
| ESML | ISHARES TResg aware msci | $396,629 | +3.4% | 11,669 | 0.0% | 0.18% | -8.5% | |
| ED | CONSOLIDATED EDISON INC | $383,637 | +0.4% | 4,010 | 0.0% | 0.18% | -11.1% | |
| DUK | DUKE ENERGY CORP NEW | $288,735 | -6.3% | 2,993 | 0.0% | 0.13% | -16.2% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $286,222 | -2.5% | 2,713 | 0.0% | 0.13% | -13.7% | |
| CL | COLGATE PALMOLIVE CO | $271,968 | -4.6% | 3,619 | 0.0% | 0.13% | -14.9% | |
| NVS | NOVARTIS AGsponsored adr | $273,148 | +1.4% | 2,969 | 0.0% | 0.13% | -10.0% |
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.