$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IQLT | Exit | ISHARES TRmsci intl qualty | $0 | – | -5,777 | -100.0% | -0.09% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -5,442 | -100.0% | -0.09% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -1,240 | -100.0% | -0.09% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -1,218 | -100.0% | -0.09% | – |
| WM | Exit | WASTE MGMT INC DEL | $0 | – | -1,274 | -100.0% | -0.09% | – |
| SHW | Exit | SHERWIN WILLIAMS CO | $0 | – | -858 | -100.0% | -0.10% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -2,451 | -100.0% | -0.10% | – |
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.