Hurlow Wealth Management Group, Inc.
CIK 1747749 · Holdings on Dec 31, 2023 · First reported Jan 9, 2024
Top ten holdings
Q4 2023- VV11.00%
- DFUS9.04%
- VEA7.17%
- VB6.40%
- DFAS5.19%
- VNQ4.49%
- VUG4.08%
- MSFT3.79%
- VWO2.94%
- VWOB2.76%
Share classes counted separately56.86%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VVVNGRD MRGSTR LRG-CAP ETF-USDLARGE CAP ETF View history and evidence | $29.06M | 11.00% | 133.19K shares | — | ↗▾ | |
| 02 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY ETF View history and evidence | $23.87M | 9.04% | 460.51K shares | — | ↗▾ | |
| 03 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $18.94M | 7.17% | 395.50K shares | — | ↗▾ | |
| 04 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $16.90M | 6.40% | 79.20K shares | — | ↗▾ | |
| 05 | DFASDIMENSIONAL US SMALL CAP ETFUS SMALL CAP ETF View history and evidence | $13.70M | 5.19% | 229.72K shares | — | ↗▾ | |
| 06 | VNQVANGUARD REAL ESTATE ETFREAL ESTATE ETF View history and evidence | $11.87M | 4.49% | 134.30K shares | — | ↗▾ | |
| 07 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $10.78M | 4.08% | 34.68K shares | — | ↗▾ | |
| 08 | MSFTMICROSOFT CORP View history and evidence | $10.02M | 3.79% | 26.65K shares | — | ↗▾ | |
| 09 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $7.77M | 2.94% | 189.10K shares | — | ↗▾ | |
| 10 | VWOBVANGUARD EMERG MKTS GOV BNDEM MK GOV BD ETF View history and evidence | $7.28M | 2.76% | 114.18K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MMM 3M CO | Non-derivative | — | — | SEC filing ↗ | |
| QYLD GLOBAL X NASD 100 COV CALL | Call | — | — | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1747749 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-09
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 264043456
}Research all 111 reported holdings.
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