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Home > Institutional Investor > Hurlow Wealth Management Group, Inc. > 13F Holdings

Instuitional Investor - Hurlow Wealth Management Group, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 133,189 $29,055,143 11%
2.
Dimensional Etf Trust
 460,510 $23,868,250 9.03%
3.
Vanguard Tax-Managed Fds
 395,495 $18,944,221 7.17%
4.
Vanguard Index Fds
 79,198 $16,895,279 6.39%
5.
Dimensional Etf Trust
 229,720 $13,695,928 5.18%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)