Portfolio (Quarterly)
Guide ↗
Hurlow Wealth Management Group, Inc.
· CIK 0001747749| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BSV | VANGUARD SHORT-TERM BOND ETF | — | 6,658 | $522K | 0.12% | SOLD |
| 2 | ABT | ABBOTT LABORATORIES COM | Healthcare | 2,181 | $224K | 0.05% | SOLD |
| 3 | GLD | SPDR GOLD SHARES | Financial Services | 500 | $215K | 0.05% | SOLD |
| 4 | T | AT&T INC COM | Communication Services | 6,987 | $203K | 0.05% | SOLD |
Sector Allocation
Technology
22.1%
Financial Services
19.8%
Healthcare
17.7%
Industrials
15.0%
Consumer Defensive
7.8%
Consumer Cyclical
5.7%
Utilities
4.7%
Basic Materials
2.6%
Energy
2.6%
Communication Services
2.1%