Hurlow Wealth Management Group, Inc. has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $318 Million distributed in 120 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $36.9M, Dimensional ETF Tr U S Equity with a value of $28.8M, Vanguard Ftse Developed Market with a value of $21.9M, Vanguard Small Cap ETF with a value of $18.5M, and Dimensional ETF Tr U S Small C with a value of $18.2M.
Examining the 13F form we can see an decrease of $287K in the current position value, from $318M to 318M.
Below you can find more details about Hurlow Wealth Management Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$318 Million
ETFs: $251 Million
Technology: $15.3 Million
Financial Services: $11 Million
Healthcare: $10.8 Million
Industrials: $6.4 Million
Consumer Defensive: $5.86 Million
Consumer Cyclical: $3.62 Million
Utilities: $1.76 Million
Other: $3.95 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
