$234 Million is the total value of Hurlow Wealth Management Group, Inc.'s 108 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | New | ISHARES TRrus 1000 etf | $489,186 | – | 2,007 | +100.0% | 0.21% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $263,520 | – | 4,699 | +100.0% | 0.11% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $229,915 | – | 1,921 | +100.0% | 0.10% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $211,761 | – | 1,218 | +100.0% | 0.09% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $210,564 | – | 1,240 | +100.0% | 0.09% | – |
| GM | New | GENERAL MTRS CO | $209,845 | – | 5,442 | +100.0% | 0.09% | – |
| IQLT | New | ISHARES TRmsci intl qualty | $205,661 | – | 5,777 | +100.0% | 0.09% | – |
| QYLD | New | GLOBAL X FDScall | $8,875 | – | 50,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-12
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.