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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VEU	RELIANCE INC COM	—	3,826	$281K	0.07%	SOLD
2	FDS	CLOROX CO DEL COM	Financial Services	827	$240K	0.06%	SOLD
3	MDT	HERC HLDGS INC COM	Healthcare	2,186	$210K	0.05%	SOLD
4	—	ISHARES ESG AWARE USD CORPORATE BOND ETF	—	31,444	$24K	0.01%	SOLD

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%