Hurlow Wealth Management Group, Inc.
CIK 1747749 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $480.6M
- Posisi
- 125
- Per tanggal
- 30 Juni 2026
#3.873 dari 9.443 berdasarkan nilai 13F · top 41.0%
Nilai portofolio QoQ: +14.4% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 63,93%
- Bobot 25 kepemilikan teratas
- 87,20%
- Posisi di atas 1%
- 22
- Jumlah posisi efektif
- 16,7
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,82% Perkiraan pembelian $30.698.234 · penjualan $3.709.640
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 83,3% masih dipegang
- Posisi baru
- 9
- Meningkat
- 65
- Menurun
- 25
- Tertutup
- 4
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
2,0%
Healthcare
1,7%
Industrials
1,6%
Financials
1,0%
Retail
0,9%
Financial Services
0,4%
Materials
0,3%
Communication Services
0,3%
Utilities
0,3%
Energy
0,2%
Consumer Discretionary
0,1%
Communications
0,1%
Consumer products
0,1%
Consumer Staples
0,1%
Lainnya/Tidak terpetakan
90,8%
Portofolio lengkap 125 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VV | $66.812.596 | 13,90% | 194.273 | $10.158.466 | Naik ×6 | ||
| DFUS | $57.121.891 | 11,88% | 697.119 | $10.434.883 | Naik ×5 | ||
| DFAS | $41.514.902 | 8,64% | 504.189 | $7.358.742 | Naik ×6 | ||
| DFIC | $31.791.672 | 6,61% | 853.239 | $4.202.507 | Naik ×6 | ||
| VEA | $31.092.021 | 6,47% | 436.379 | $3.089.869 | Turun ×2 | ||
| VB | $26.271.876 | 5,47% | 86.672 | $3.347.049 | Turun ×1 | ||
| DFEM | $14.617.291 | 3,04% | 359.677 | $3.397.235 | Naik ×6 | ||
| VUG | $12.865.095 | 2,68% | 149.351 | $1.967.184 | Naik ×1 | ||
| VNQ | $12.610.147 | 2,62% | 130.770 | $847.485 | Turun ×3 | ||
| VWOB Vanguard Emerging Markets Government Bond ETF | $12.577.793 | 2,62% | 187.058 | $612.084 | Naik ×6 | ||
| VWO | $12.426.091 | 2,59% | 208.177 | $859.356 | Turun ×3 | ||
| DFAX | $11.160.114 | 2,32% | 302.935 | $835.843 | Turun ×1 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $10.768.469 | 2,24% | 130.290 | $308.538 | Naik ×3 | ||
| BIV | $10.542.551 | 2,19% | 137.452 | $529.467 | Naik ×6 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $10.411.346 | 2,17% | 131.739 | $424.578 | Naik ×6 | ||
| VTEB | $7.808.611 | 1,62% | 154.381 | $143.844 | Naik ×2 | ||
| DFAI | $7.295.216 | 1,52% | 176.854 | $260.083 | Turun ×1 | ||
| VTI | $6.539.526 | 1,36% | 17.672 | $862.012 | Turun ×1 | ||
| VIG | $6.374.106 | 1,33% | 26.938 | $894.745 | Naik ×1 | ||
| SPHY | $5.860.750 | 1,22% | 250.032 | $498.969 | Naik ×6 | ||
| DFAR | $5.174.518 | 1,08% | 197.803 | $1.297.401 | Naik ×4 | ||
| AAPL Apple Inc. - Common Stock | $4.850.621 | 1,01% | 16.763 | $547.542 | Turun ×3 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $4.696.298 | 0,98% | 93.496 | $202.567 | Naik ×3 | ||
| LLY Eli Lilly and Company Common Stock | $4.048.076 | 0,84% | 3.375 | $965.007 | Naik ×2 | ||
| SCHX | $3.863.241 | 0,80% | 131.269 | $460.379 | Turun ×4 | ||
| VTV | $3.182.650 | 0,66% | 14.604 | $313.814 | Turun ×1 | ||
| BRKB | $2.493.944 | 0,52% | 4.984 | $-1.003.258 | Turun ×4 | ||
| JNJ Johnson & Johnson Common Stock | $1.930.172 | 0,40% | 7.600 | $76.583 | Naik ×2 | ||
| CINF Cincinnati Financial Corporation - Common Stock | $1.846.862 | 0,38% | 9.975 | $278.240 | Naik ×3 | ||
| WMT Walmart Inc. - Common Stock | $1.784.526 | 0,37% | 15.756 | $-164.558 | Naik ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1.709.645 | 0,36% | 5.223 | $182.660 | Naik ×2 | ||
| BRKA | $1.497.700 | 0,31% | 2 | $61.420 | |||
| SHM | $1.497.419 | 0,31% | 31.219 | $8.997 | Naik ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $1.478.319 | 0,31% | 3.963 | $60.527 | Naik ×1 | ||
| VO | $1.389.349 | 0,29% | 17.244 | $151.316 | Naik ×1 | ||
| MUB | $1.267.548 | 0,26% | 11.778 | $17.313 | |||
| SCHA | $1.247.334 | 0,26% | 34.524 | $231.033 | Turun ×5 | ||
| JCI Johnson Controls International plc Ordinary Share | $1.193.573 | 0,25% | 8.169 | $129.473 | Naik ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.150.513 | 0,24% | 4.827 | $187.016 | Naik ×3 | ||
| SPY SPY | $1.143.193 | 0,24% | 1.531 | $145.704 | Turun ×2 | ||
| ABBV AbbVie Inc. Common Stock | $1.025.795 | 0,21% | 4.076 | $150.521 | Naik ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $916.616 | 0,19% | 4.581 | $217.442 | Naik ×3 | ||
| ADI Analog Devices, Inc. - Common Stock | $890.455 | 0,19% | 2.242 | $184.502 | Naik ×1 | ||
| VYM | $838.665 | 0,17% | 5.307 | $294.101 | Naik ×1 | ||
| GE GE Aerospace Common Stock | $825.943 | 0,17% | 2.210 | $199.095 | Naik ×2 | ||
| IWB | $821.867 | 0,17% | 2.007 | $106.251 | |||
| CAT Caterpillar, Inc. Common Stock | $799.740 | 0,17% | 751 | $268.395 | Naik ×2 | ||
| VOO | $798.612 | 0,17% | 1.163 | $105.048 | Naik ×3 | ||
| BN Brookfield Corporation Class A Limited Voting Shares | $781.015 | 0,16% | 18.338 | Naik ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $643.067 | 0,13% | 1.107 | $418.480 | Naik ×2 | ||
| LIN Linde plc - Ordinary Shares | $639.853 | 0,13% | 1.233 | $29.572 | Naik ×2 | ||
| AFL AFLAC Incorporated Common Stock | $639.364 | 0,13% | 5.453 | $41.444 | Naik ×2 | ||
| GWW W.W. Grainger, Inc. Common Stock | $614.901 | 0,13% | 452 | $122.946 | Naik ×1 | ||
| GEV GE Vernova Inc. Common Stock | $612.102 | 0,13% | 521 | $157.321 | |||
| VTES | $606.138 | 0,13% | 5.983 | $110.957 | Naik ×3 | ||
| MCD McDonald's Corporation Common Stock | $605.224 | 0,13% | 2.239 | $-181.075 | Turun ×3 | ||
| QQQ Invesco QQQ Trust, Series 1 | $598.159 | 0,12% | 812 | $129.331 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $590.061 | 0,12% | 1.670 | $113.013 | Naik ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $585.258 | 0,12% | 1.039 | $44.023 | Naik ×3 | ||
| NSC Norfolk Southern Corporation Common Stock | $580.733 | 0,12% | 1.846 | $50.931 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $567.974 | 0,12% | 3.749 | $-7.106 | Naik ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $567.433 | 0,12% | 6.465 | $-28.764 | Naik ×2 | ||
| ELV Elevance Health, Inc. Common Stock | $534.074 | 0,11% | 1.381 | $139.447 | Naik ×3 | ||
| VGUS Vanguard Ultra-Short Treasury ETF | $519.784 | 0,11% | 6.870 | Naik ×1 | |||
| MS Morgan Stanley Common Stock | $487.690 | 0,10% | 2.333 | $104.406 | Naik ×2 | ||
| LHX L3Harris Technologies, Inc. Common Stock | $475.986 | 0,10% | 1.638 | $-89.370 | |||
| XLK XLK | $470.394 | 0,10% | 2.469 | $142.663 | Naik ×1 | ||
| ED Consolidated Edison, Inc. Common Stock | $444.069 | 0,09% | 4.014 | $-10.122 | Naik ×2 | ||
| ITW Illinois Tool Works Inc. Common Stock | $438.375 | 0,09% | 1.621 | $17.207 | Naik ×2 | ||
| RTX RTX Corporation Common Stock | $430.497 | 0,09% | 2.269 | $-6.614 | Naik ×2 | ||
| EMR Emerson Electric Company Common Stock | $429.164 | 0,09% | 2.998 | $37.021 | Naik ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $425.205 | 0,09% | 3.620 | $148.364 | Naik ×2 | ||
| SCHF | $421.603 | 0,09% | 15.220 | $42.347 | Turun ×6 | ||
| IVV | $411.890 | 0,09% | 550 | $52.624 | |||
| VGT | $401.537 | 0,08% | 3.360 | $108.755 | Naik ×1 | ||
| GD General Dynamics Corporation Common Stock | $394.978 | 0,08% | 1.115 | $12.631 | Naik ×2 | ||
| VXUS Vanguard Total International Stock ETF | $392.314 | 0,08% | 4.589 | $10.851 | Turun ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $392.250 | 0,08% | 2.869 | $-81.780 | Naik ×2 | ||
| VBK | $392.030 | 0,08% | 1.072 | $68.018 | |||
| V Visa Inc. | $384.261 | 0,08% | 1.120 | $92.297 | Naik ×2 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $383.850 | 0,08% | 1.714 | $41.085 | Naik ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $375.105 | 0,08% | 2.558 | $-17.772 | Turun ×4 | ||
| VTEC | $368.699 | 0,08% | 3.665 | $30.341 | Naik ×3 | ||
| CVX Chevron Corporation Common Stock | $366.495 | 0,08% | 2.211 | $-95.099 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $364.160 | 0,08% | 1.019 | $98.455 | Naik ×1 | ||
| BLK BlackRock, Inc. Common Stock | $357.700 | 0,07% | 372 | $-1.018 | Turun ×1 | ||
| SYY Sysco Corporation Common Stock | $354.630 | 0,07% | 4.243 | $48.696 | Turun ×1 | ||
| IVW | $352.352 | 0,07% | 2.562 | $63.695 | Naik ×1 | ||
| DFCA | $349.554 | 0,07% | 6.966 | $2.299 | |||
| VGSH Vanguard Short-Term Treasury ETF | $347.861 | 0,07% | 5.977 | $-2.033 | |||
| QUAL | $346.480 | 0,07% | 1.579 | $43.612 | |||
| ONB Old National Bancorp - Common Stock | $346.205 | 0,07% | 13.367 | $47.369 | Turun ×1 | ||
| ESML | $346.095 | 0,07% | 6.188 | $55.135 | |||
| EFG | $345.514 | 0,07% | 2.777 | $36.240 | |||
| APD Air Products and Chemicals, Inc. Common Stock | $344.780 | 0,07% | 1.176 | $12.169 | Naik ×1 | ||
| LRGF | $338.822 | 0,07% | 4.480 | $43.142 | |||
| PAYX Paychex, Inc. - Common Stock | $334.420 | 0,07% | 3.401 | $17.527 | Turun ×4 | ||
| SYK Stryker Corporation Common Stock | $326.174 | 0,07% | 1.036 | $-13.588 | Naik ×1 | ||
| IAU | $319.936 | 0,07% | 4.237 | $-53.598 | |||
| LOW Lowe's Companies, Inc. Common Stock | $315.962 | 0,07% | 1.433 | $-23.100 | Turun ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| VV | $66.812.596 | 13,90% | naik ×6 |
| DFUS | $57.121.891 | 11,88% | naik ×5 |
| DFAS | $41.514.902 | 8,64% | naik ×6 |
| DFIC | $31.791.672 | 6,61% | naik ×6 |
| DFEM | $14.617.291 | 3,04% | naik ×6 |
| VWOB | $12.577.793 | 2,62% | naik ×6 |
| VCIT | $10.768.469 | 2,24% | naik ×3 |
| BIV | $10.542.551 | 2,19% | naik ×6 |
| VCSH | $10.411.346 | 2,17% | naik ×6 |
| SPHY | $5.860.750 | 1,22% | naik ×6 |
| DFAR | $5.174.518 | 1,08% | naik ×4 |
| VTIP | $4.696.298 | 0,98% | naik ×3 |
| CINF | $1.846.862 | 0,38% | naik ×3 |
| AMZN | $1.150.513 | 0,24% | naik ×3 |
| NVDA | $916.616 | 0,19% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| DFUS | Beli lebih banyak | +39K | +$10.4M |
| VV | Beli lebih banyak | +5K | +$10.2M |
| DFAS | Beli lebih banyak | +24K | +$7.4M |
| DFIC | Beli lebih banyak | +77K | +$4.2M |
| DFEM | Beli lebih banyak | +35K | +$3.4M |
| VB | Dipangkas | -854 | +$3.3M |
| VEA | Dipangkas | -608 | +$3.1M |
| VUG | Beli lebih banyak | +124K | +$2.0M |
| DFAR | Beli lebih banyak | +34K | +$1.3M |
| BRKB | Dipangkas | -2K | -$1.0M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| ORCL | 30 Sep. 2025 | 4.250 | $929.178 | -49,3% |
| HD | 30 Sep. 2025 | 2.139 | $784.243 | -16,6% |
| PM | 30 Sep. 2025 | 3.271 | $595.747 | 17,8% |
| DVY | 30 Sep. 2025 | 4.079 | $541.732 | |
| BSV | 30 Juni 2026 | 6.658 | $522.054 | Tidak lagi dilacak |
| VT | 31 Des. 2025 | 2.309 | $318.213 | Tidak lagi dilacak |
| MRK | 30 Sep. 2025 | 3.833 | $303.449 | 79,2% |
| WM | 30 Juni 2025 | 1.273 | $294.712 | -1,5% |
| VEU | 31 Maret 2026 | 3.826 | $281.441 | Tidak lagi dilacak |
| COST | 30 Sep. 2025 | 283 | $280.153 | 1,3% |
| PSX | 30 Sep. 2025 | 2.323 | $277.134 | 79,4% |
| TSLA | 31 Maret 2025 | 676 | $272.996 | 33,2% |
| DUK | 30 Sep. 2025 | 2.287 | $269.896 | 0,2% |
| WFC | 30 Sep. 2025 | 3.291 | $263.675 | 1,7% |
| VZ | 30 Sep. 2025 | 5.806 | $251.226 | 12,4% |
| BDX | 30 Juni 2025 | 1.093 | $250.363 | 38,4% |
| COP | 30 Sep. 2025 | 2.767 | $248.311 | 42,6% |
| GOOGL | 30 Juni 2025 | 1.564 | $241.823 | 94,6% |
| FDS | 31 Maret 2026 | 827 | $239.987 | 38,3% |
| ES | 31 Des. 2025 | 3.228 | $229.640 | 7,3% |
| ABT | 30 Juni 2026 | 2.181 | $223.923 | 26,6% |
| DIS | 31 Maret 2025 | 1.999 | $222.607 | 9,5% |
| MMM | 31 Des. 2025 | 1.429 | $221.683 | 12,7% |
| DIS | 31 Des. 2025 | 1.922 | $220.069 | -5,0% |
| AVUV | 31 Maret 2025 | 2.235 | $215.745 | Tidak lagi dilacak |
| GLD | 30 Juni 2026 | 500 | $215.145 | Tidak lagi dilacak |
| BP | 30 Juni 2025 | 6.264 | $211.661 | 50,9% |
| MDT | 31 Maret 2026 | 2.186 | $209.987 | 8,6% |
| CLX | 31 Des. 2025 | 1.695 | $208.994 | 7,4% |
| IVV | 31 Maret 2025 | 352 | $207.215 | Tidak lagi dilacak |
| SPHQ | 30 Sep. 2025 | 2.898 | $206.511 | Tidak lagi dilacak |
| ACN | 31 Maret 2025 | 587 | $206.501 | -40,7% |
| BDX | 31 Des. 2025 | 1.094 | $204.764 | 22,8% |
| T | 30 Juni 2026 | 6.987 | $202.553 | 22,0% |
| PFE | 31 Maret 2025 | 7.616 | $202.052 | 9,8% |
| T | 30 Sep. 2025 | 6.935 | $200.699 | -10,6% |
| HURA | 31 Maret 2026 | 31.444 | $23.794 | 26,8% |