Hurlow Wealth Management Group, Inc. has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $319 Million distributed in 118 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $36.8M, Dimensional ETF Tr U S Equity with a value of $29.2M, Vanguard Ftse Developed Market with a value of $21.1M, Vanguard Small Cap ETF with a value of $19.3M, and Dimensional ETF Tr U S Small C with a value of $17.6M.
Examining the 13F form we can see an increase of $27.9M in the current position value, from $291M to 319M.
Below you can find more details about Hurlow Wealth Management Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$319 Million
ETFs: $250 Million
Technology: $18.1 Million
Healthcare: $11.6 Million
Financial Services: $10.1 Million
Industrials: $6.19 Million
Consumer Defensive: $5.94 Million
Consumer Cyclical: $3.87 Million
Utilities: $1.88 Million
Other: $3.59 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
