Hurlow Wealth Management Group, Inc. has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $283 Million distributed in 115 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $31.9M, Dimensional ETF Tr U S Equity with a value of $26.4M, Vanguard Ftse Developed Market with a value of $19.9M, Vanguard Small Cap ETF with a value of $18M, and Dimensional ETF Tr U S Small C with a value of $14.8M.
Examining the 13F form we can see an increase of $19.2M in the current position value, from $263M to 283M.
Below you can find more details about Hurlow Wealth Management Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$283 Million
ETFs: $218 Million
Technology: $16 Million
Healthcare: $10.7 Million
Financial Services: $9.45 Million
Industrials: $6.15 Million
Consumer Defensive: $5.44 Million
Consumer Cyclical: $3.97 Million
Communication Services: $1.77 Million
Other: $3.59 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions