Portfolio (Quarterly) Guide ↗

Hurlow Wealth Management Group, Inc.

· CIK 0001747749

13F Portfolio $420M AUM 120 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 30 Added 13 Reduced 4 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
21	META	META PLATFORMS INC CL A	Communication Services	946.0	$541K	0.13%	+66.0	+7.5%	$572.13	-1.0%
22	VTES	VANGUARD SHORT-TERM TAX EXEMPT BOND ETF	—	4,896.0	$495K	0.12%	+1K	+30.9%	$101.14	+0.2%
23	GOOG	ALPHABET INC CAP STK CL C	Communication Services	1,663.0	$477K	0.11%	+15.0	+0.9%	$286.86	+22.1%
24	XOM	EXXON MOBIL CORP COM	Energy	2,794.0	$474K	0.11%	+21.0	+0.8%	$169.66	-20.0%
25	SUB	ISHARES SHORT-TERM NATIONAL MUNI BOND ETF	—	3,217.0	$343K	0.08%	+496.0	+18.2%	$106.50	-0.1%
26	—	VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF	—	3,415.0	$338K	0.08%	+305.0	+9.8%	$99.08	—
27	V	VISA INC COM CL A	Financial Services	966.0	$292K	0.07%	+8.0	+0.8%	$302.24	+10.5%
28	AVUV	AVANTIS U.S. SMALL CAP VALUE ETF	—	2,477.0	$274K	0.07%	+31.0	+1.3%	$110.47	+11.9%
29	TGT	TARGET CORP COM	Consumer Defensive	2,201.0	$267K	0.06%	+23.0	+1.1%	$121.20	+14.8%
30	IBM	INTERNATIONAL BUSINESS MACHS COM	Technology	911.0	$221K	0.05%	+5.0	+0.6%	$242.46	+8.4%

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 19.3%

Financial Services 18.1%

Healthcare 17.3%

Industrials 15.0%

Consumer Defensive 9.2%

Consumer Cyclical 6.6%

Utilities 4.4%

Communication Services 3.7%

Energy 3.6%

Basic Materials 2.9%