HW
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Hurlow Wealth Management Group, Inc.13F | |
Hurlow Wealth Management Group, Inc. | |
Last update 2025-05-08 | 120 Stocks (5 new) |
Value $320.00 Mil | Turnover 3 % |
Hurlow Wealth Management Group... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VV | Vanguard Large Cap ETF | 143,407 | 36,859.9 | +3.22% | 11.520 | +0.36% | 0.100 | +9.16% | +5.88% | 39,570.9 | ||
DFUS | Dimensional U.S. Equity Market ETF | 476,715 | 28,831.7 | -0.62% | 9.010 | -0.06% | 0.210 | +8.93% | +5.19% | 15,180.1 | ||
VEA | Vanguard FTSE Developed Markets ETF | 431,077 | 21,911.6 | +0.50% | 6.850 | +0.03% | 0.020 | +10.52% | +20.34% | 155,783.1 | ||
VB | Vanguard Small Cap ETF | 83,340 | 18,480.6 | +3.18% | 5.780 | +0.18% | 0.030 | +5.03% | -0.81% | 58,825.7 | ||
DFAS | Dimensional U.S. Small Cap ETF | 304,296 | 18,181.7 | +6.14% | 5.680 | +0.33% | 0.190 | +4.79% | -1.61% | 10,182.8 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 159,703 | 14,459.5 | +4.81% | 4.520 | +0.21% | 0.040 | -0.52% | +1.34% | 32,720.8 | ||
VUG | Vanguard Growth ETF | 32,857 | 12,184.0 | -0.36% | 3.810 | -0.02% | 0.010 | +14.66% | +6.46% | 157,292.5 | ||
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 118,267 | 9,669.5 | +1.93% | 3.020 | +0.06% | 0.020 | +2.87% | +4.88% | 52,673.3 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 203,906 | 9,228.8 | -0.13% | 2.880 | 0% | 0.010 | +7.47% | +12.59% | 85,202.5 | ||
MSFT | Microsoft Corp | 23,987 | 9,004.5 | -0.08% | 2.810 | 0% | 0.000 | +27.21% | +18.11% | 3,686,095.8 | Software |
Hurlow Wealth Management Group, Inc.'s Historical Top Holdings Breakdowns
Hurlow Wealth Management Group, Inc.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
VV | Vanguard Large Cap ETF | 2025-03-31 | Add Add | +0.36% | 253.32 ($270.87) 282.66 | $284.58 | 5.06% | Add 3.22% | 143,407 | 4,474 | |
DFAS | Dimensional U.S. Small Cap ETF | 2025-03-31 | Add Add | +0.33% | 58.81 ($64.31) 68.2 | $63.72 | -0.92% | Add 6.14% | 304,296 | 17,611 | |
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 2025-03-31 | Add Add | +0.25% | 25.54 ($27.31) 28.8 | $30.98 | 13.44% | Add 10.17% | 307,662 | 28,401 | |
VNQ | Vanguard Real Estate Index Fund ETF | 2025-03-31 | Add Add | +0.21% | 85.55 ($90.76) 94.34 | $88.49 | -2.50% | Add 4.81% | 159,703 | 7,336 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.21% | 663000 ($729331) 801950 | $730,939.90 | 0.22% | Reduce -33.33% | 2 | -1 | |
VB | Vanguard Small Cap ETF | 2025-03-31 | Add Add | +0.18% | 217.89 ($238.81) 252.64 | $237.37 | -0.60% | Add 3.18% | 83,340 | 2,568 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-03-31 | Add Add | +0.15% | 21.75 ($23.28) 24.28 | $24.33 | 4.51% | Add 26.84% | 99,456 | 21,047 | |
CVX | Chevron Corp | 2025-03-31 | New Buy New Buy | +0.14% | 146.71 ($156.54) 167.97 | $143.79 | -8.14% | New holding | 2,683 | 2,683 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | Reduce Reduce | -0.12% | 190.34 ($198.85) 205.23 | $203.90 | 2.54% | Reduce -5.92% | 32,334 | -2,036 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | -0.12% | 468.34 ($508.07) 539.52 | $548.09 | 7.88% | Reduce -37.87% | 1,229 | -749 |
Hurlow Wealth Management Group, Inc. Total Holding History ($B)
Hurlow Wealth Management Group, Inc.'s Asset Allocation
Hurlow Wealth Management Group, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Hurlow Wealth Management Group, Inc.'s Hypothetical Growth since 2025-03-31
Hurlow Wealth Management Group, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Hurlow Wealth Management Group, Inc.'s Holdings Heat Map
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Hurlow Wealth Management Group, Inc.'s Holdings Bubble Chart
Hurlow Wealth Management Group, Inc. News
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