Hurlow Wealth Management Group, Inc. has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $318 Million distributed in 121 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $37.5M, Dimensional ETF Tr U S Equity with a value of $30.6M, Vanguard Ftse Developed Market with a value of $20.5M, Vanguard Small Cap ETF with a value of $19.4M, and Dimensional ETF Tr U S Small C with a value of $18.7M.
Examining the 13F form we can see an decrease of $200K in the current position value, from $319M 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: $252 Million
Technology: $17.1 Million
Financial Services: $10.6 Million
Healthcare: $10 Million
Industrials: $6.06 Million
Consumer Defensive: $5.68 Million
Consumer Cyclical: $4.12 Million
Communication Services: $1.92 Million
Other: $3.22 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
