$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,594,431 | +2.6% | 3 | 0.0% | 0.69% | +4.5% | |
| WMT | WALMART INC | $1,114,072 | +1.7% | 6,966 | 0.0% | 0.48% | +3.6% | |
| DVY | ISHARES TRselect divid etf | $554,777 | -5.0% | 5,154 | 0.0% | 0.24% | -3.6% | |
| ITW | ILLINOIS TOOL WKS INC | $529,022 | -7.9% | 2,297 | 0.0% | 0.23% | -6.5% | |
| IWB | ISHARES TRrus 1000 etf | $471,464 | -3.6% | 2,007 | 0.0% | 0.20% | -1.9% | |
| SYK | STRYKER CORPORATION | $455,541 | -10.4% | 1,667 | 0.0% | 0.20% | -8.8% | |
| FDS | FACTSET RESH SYS INC | $456,062 | +9.1% | 1,043 | 0.0% | 0.20% | +10.6% | |
| ORCL | ORACLE CORP | $432,154 | -11.1% | 4,080 | 0.0% | 0.19% | -9.6% | |
| TJX | TJX COS INC NEW | $337,655 | +4.8% | 3,799 | 0.0% | 0.15% | +6.5% | |
| GD | GENERAL DYNAMICS CORP | $324,163 | +2.7% | 1,467 | 0.0% | 0.14% | +4.4% | |
| CSCO | CISCO SYS INC | $308,045 | +3.9% | 5,730 | 0.0% | 0.13% | +5.5% | |
| NVS | NOVARTIS AGsponsored adr | $302,422 | +0.9% | 2,969 | 0.0% | 0.13% | +3.1% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $280,307 | -2.6% | 2,713 | 0.0% | 0.12% | -0.8% | |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $251,490 | -4.6% | 4,699 | 0.0% | 0.11% | -3.5% | |
| GENERAL ELECTRIC CO | $246,527 | +0.6% | 2,230 | 0.0% | 0.11% | +1.9% | ||
| WEC | WEC ENERGY GROUP INC | $224,896 | -8.7% | 2,792 | 0.0% | 0.10% | -6.7% | |
| MS | MORGAN STANLEY | $215,282 | -4.4% | 2,636 | 0.0% | 0.09% | -2.1% | |
| QYLD | GLOBAL X FDScall | $8,385 | -5.5% | 50,000 | 0.0% | 0.00% | 0.0% |
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.