$230 Million is the total value of Hurlow Wealth Management Group, Inc.'s 105 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
V | New | VISA INC | $239,210 | – | 1,040 | +100.0% | 0.10% | – |
BP | New | BP PLCsponsored adr | $219,000 | – | 5,656 | +100.0% | 0.10% | – |
VOOG | New | VANGUARD ADMIRAL FDS INC500 grth idx f | $215,985 | – | 875 | +100.0% | 0.09% | – |
CAT | New | CATERPILLAR INC | $204,477 | – | 749 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-11
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.