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  Name: Hurlow Wealth Management Group Inc.
  City: Bloomington
  State: IN
  Zip: 47401
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $283,316,000
  Total Value Change : $19,271,000
  Securities Held Change : 4
   
All Securities Held : 115
  New Positions : 7
  Closed Positions : 3
  Increased Positions : 48
  Unchanged Positions : 28
  Decreased Positions : 32

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFEM)1 Year Chart         DFEM Dfa Dimensional Emerging Ma... 83 New $0.00 $310,000 12,161 0.11% 310,000 12,161 0.012    N/A
   (DIS)1 Year Chart         DIS Walt Disney Co 96 New $103.37 $267,000 2,181 0.09% 267,000 2,181 0    Entertainment - Diver...
   (FB)1 Year Chart         FB Meta Platforms Inc 101 New $473.23 $243,000 501 0.09% 243,000 501 0    Internet Service Prov...
   (WFC)1 Year Chart         WFC Wells Fargo & Co 105 New $61.06 $233,000 4,017 0.08% 233,000 4,017 0    Domestic Money Center...
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 111 New $162.62 $214,000 1,186 0.08% 214,000 1,186 0    Semiconductor- Broad...
   (COST)1 Year Chart         COST Costco Wholesale Corp 113 New $793.07 $207,000 283 0.07% 207,000 283 0    Discount, Variety Stores
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 114 New $93.29 $205,000 2,187 0.07% 205,000 2,187 0.002    N/A

      7 Records Found
  1    
Page 1 of 1
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