Hurlow Wealth Management Group, Inc. Purchases in Q4 2024

Hurlow Wealth Management Group, Inc.

  • $318 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
10.7K
+ 2.27%
$61.52 - $66.5 $656K - $709K
480K $30.6M
DFIC
Dimensional ETF Tr Dimensional

ETFs
64.7K
+ 30.14%
$25.61 - $28.0 $1.66M - $1.81M
279K $7.22M
DFAS
Dimensional ETF Tr U S Small C

ETFs
15K
+ 5.52%
$63.58 - $71.15 $954K - $1.07M
287K $18.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.92K
+ 7.13%
$77.86 - $79.27 $461K - $469K
88.9K $6.94M
TSLA
Tesla, Inc.

Consumer Cyclical
676
New
$213.65 - $479.86 $144K - $324K
676 $272K
WFC
Wells Fargo & Company

Financial Services
3.43K
New
$54.98 - $77.35 $188K - $265K
3.43K $240K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.05K
+ 9.24%
$48.33 - $49.08 $292K - $297K
71.5K $3.46M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
12.7K
+ 22.59%
$26.16 - $28.82 $333K - $367K
69.1K $1.81M
DIS
Walt Disney CO

Communication Services
2K
New
$92.39 - $117.6 $185K - $235K
2K $222K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.04K
+ 5.23%
$49.79 - $51.14 $351K - $360K
142K $7.1M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.68K
+ 2.11%
N/A
129K $8.07M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
3.67K
+ 11.48%
$47.26 - $48.18 $173K - $177K
35.6K $1.69M
VCIT
Vanguard Intermediate Term Cor

ETFs
6.45K
+ 5.89%
$80.13 - $83.77 $517K - $541K
116K $9.31M
CINF
Cincinnati Financial Corp

Financial Services
58
+ 0.56%
$132.86 - $160.16 $7.71K - $9.29K
10.4K $1.5M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
6.82K
+ 4.69%
$23.29 - $23.93 $159K - $163K
152K $3.58M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
94
+ 8.76%
$521.84 - $558.82 $49.1K - $52.5K
1.17K $628K
CSCO
Cisco Systems, Inc.

Technology
119
+ 2.09%
$52.45 - $60.02 $6.24K - $7.14K
5.81K $343K
PAYX
Paychex Inc

Industrials
1
+ 0.02%
$135.86 - $148.73 $136 - $149
4.46K $625K
JCI
Johnson Controls International PLC

Industrials
3
+ 0.04%
$74.23 - $86.6 $223 - $260
8.12K $640K
VO
Vanguard Mid Cap ETF

ETFs
23
+ 0.34%
$261.5 - $284.63 $6.01K - $6.55K
6.72K $1.78M
VT
Vanguard Total World Stk Index

ETFs
80
+ 4.38%
$117.09 - $123.07 $9.37K - $9.85K
1.91K $224K
Blackrock Inc Com
428
New
N/A
428 $0
Tuhura Biosciences Inc Com
41.4K
New
N/A
41.4K $0
SCHX
Schwab Strategic Tr Us Large C

ETFs
51.6K
+ 192.68%
$22.4 - $68.28 $1.16M - $3.52M
78.4K $1.82M
ACN
Accenture PLC

Technology
1
+ 0.17%
$343.9 - $376.86 $344 - $377
587 $206K
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 0.07%
$118.38 - $133.06 $237 - $266
2.83K $340K
ORCL
Oracle Corp

Technology
70
+ 1.72%
$165.41 - $192.43 $11.6K - $13.5K
4.15K $691K
APD
Air Products & Chemicals, Inc.

Basic Materials
16
+ 1.08%
$285.5 - $335.62 $4.57K - $5.37K
1.5K $434K
SYY
Sysco Corp

Consumer Defensive
2
+ 0.04%
$73.63 - $81.77 $147 - $164
4.86K $371K
MCD
Mcdonalds Corp

Consumer Cyclical
100
+ 3.65%
$288.47 - $316.54 $28.8K - $31.7K
2.84K $822K
SCHA
Schwab Strategic Tr Us Small C

ETFs
30.6K
+ 97.28%
$25.33 - $51.16 $774K - $1.56M
62K $1.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
12
+ 0.31%
$57.29 - $63.1 $687 - $757
3.83K $219K
HD
Home Depot, Inc.

Consumer Cyclical
27
+ 1.28%
$385.02 - $431.37 $10.4K - $11.6K
2.14K $831K
PSX
Phillips 66

Energy
75
+ 3.33%
$110.35 - $138.93 $8.28K - $10.4K
2.33K $265K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.27K
+ 4.14%
$74.5 - $78.37 $169K - $178K
57K $4.26M
LHX
L3 Harris Technologies, Inc.

Industrials
1
+ 0.05%
$208.94 - $264.22 $209 - $264
1.93K $405K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.2K
+ 92.98%
$18.41 - $40.87 $188K - $418K
21.2K $392K
ABBV
Abb Vie Inc.

Healthcare
48
+ 0.88%
$164.99 - $203.87 $7.92K - $9.79K
5.53K $982K
ELV
Elevance Health, Inc.

Healthcare
16
+ 1.26%
$365.96 - $514.62 $5.86K - $8.23K
1.29K $475K
DFAX
Dimensional ETF Tr
15.3K
+ 5.32%
$24.76 - $27.04 $378K - $412K
302K $7.51M
VEA
Vanguard Ftse Developed Market

ETFs
29.1K
+ 7.29%
$47.57 - $52.44 $1.39M - $1.53M
429K $20.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.57K
+ 0.77%
$44.04 - $49.49 $69K - $77.5K
204K $8.99M
VNQ
Vanguard Specialized Funds Van

ETFs
3.64K
+ 2.45%
$87.85 - $98.6 $320K - $359K
152K $13.6M
Activity Summary
Buys All Purchases 44 New Holdings 5 Increased Positions 39 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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