Portfolio (Quarterly)
Guide ↗
Hurlow Wealth Management Group, Inc.
· CIK 0001747749| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | PSX | PHILLIPS 66 COM | Energy | 1,207.0 | $220K | 0.05% | NEW | — | $182.18 | +44.5% |
| 2 | GLD | SPDR GOLD SHARES | Financial Services | 500.0 | $215K | 0.05% | NEW | — | $430.29 | -7.5% |
| 3 | T | AT&T INC COM | Communication Services | 6,987.0 | $203K | 0.05% | NEW | — | $28.99 | -8.3% |
| 4 | PM | PHILIP MORRIS INTL INC COM | Consumer Defensive | 1,216.0 | $201K | 0.05% | NEW | — | $165.34 | +17.8% |
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
19.6%
Financial Services
18.3%
Healthcare
17.5%
Industrials
15.2%
Consumer Defensive
9.3%
Consumer Cyclical
6.6%
Utilities
4.5%
Energy
3.6%
Basic Materials
2.9%
Communication Services
2.5%