Whitcomb & Hess

Whitcomb & Hess as of March 31, 2023

Portfolio Holdings for Whitcomb & Hess

Whitcomb & Hess holds 42 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 14.4 $38M 931k 40.72
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 12.5 $33M 728k 45.17
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 8.3 $22M 398k 55.36
Goldman Sachs Etf Tr Acces Treasury (GBIL) 6.7 $18M 176k 100.14
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.4 $14M 356k 40.40
Ishares Tr Core S&p Mcp Etf (IJH) 5.3 $14M 56k 250.16
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 5.3 $14M 298k 46.55
Ishares Tr Core S&p Scp Etf (IJR) 5.0 $13M 137k 96.70
Spdr Ser Tr Portfolio Short (SPSB) 4.8 $13M 426k 29.63
Invesco Exch Traded Fd Tr Ii Gbl Srt Trm Hy (PGHY) 4.0 $11M 554k 19.23
Vanguard Scottsdale Fds Short Term Treas (VGSH) 4.0 $11M 180k 58.54
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 3.0 $7.9M 312k 25.25
Select Sector Spdr Tr Energy (XLE) 2.9 $7.6M 92k 82.83
Ishares Msci Chile Etf (ECH) 2.8 $7.4M 258k 28.78
Ishares Msci Spain Etf (EWP) 2.8 $7.3M 263k 27.87
Vaneck Etf Trust Gold Miners Etf (GDX) 2.5 $6.7M 208k 32.35
Ishares Msci Mly Etf New (EWM) 2.4 $6.4M 287k 22.17
Ishares Msci Brazil Etf (EWZ) 2.2 $5.7M 209k 27.38
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $1.8M 51k 34.80
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $1.7M 18k 90.55
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.6 $1.5M 25k 59.96
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $1.5M 23k 63.89
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $1.0M 42k 24.52
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $987k 6.5k 151.77
Dbx Etf Tr Xtrack Usd High (HYLB) 0.4 $934k 27k 34.75
Microsoft Corporation (MSFT) 0.3 $770k 2.7k 288.28
JPMorgan Chase & Co. (JPM) 0.3 $742k 5.7k 130.32
Apple (AAPL) 0.2 $574k 3.5k 164.88
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $541k 6.6k 82.16
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $492k 2.4k 204.13
Abbvie (ABBV) 0.1 $371k 2.3k 159.40
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $367k 6.6k 55.21
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $361k 4.1k 88.79
Ishares Tr National Mun Etf (MUB) 0.1 $266k 2.5k 107.74
Pentair SHS (PNR) 0.1 $232k 4.2k 55.27
Wendy's/arby's Group (WEN) 0.1 $227k 10k 21.78
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $224k 3.6k 62.39
Merck & Co (MRK) 0.1 $215k 2.0k 106.39
Ishares Jp Morgan Em Etf (LEMB) 0.1 $212k 5.9k 36.05
Chevron Corporation (CVX) 0.1 $205k 1.3k 163.15
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $203k 2.8k 73.83
Pavmed 0.0 $4.1k 11k 0.37