Whitcomb & Hess

Whitcomb & Hess as of March 31, 2025

Portfolio Holdings for Whitcomb & Hess

Whitcomb & Hess holds 54 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 13.5 $45M 872k 51.07
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.7 $39M 757k 50.83
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 9.0 $30M 372k 80.37
Ea Series Trust Alpha Arch 1-3 (BOXX) 6.9 $23M 206k 111.49
Ishares Tr Core S&p Mcp Etf (IJH) 5.2 $17M 294k 58.35
Ishares Tr Core S&p Scp Etf (IJR) 4.8 $16M 151k 104.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.8 $16M 349k 45.26
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 4.6 $15M 326k 46.31
Vanguard Scottsdale Fds Short Term Treas (VGSH) 3.8 $13M 214k 58.69
Spdr Ser Tr Bloomberg Invt (FLRN) 3.8 $12M 402k 30.82
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY) 3.4 $11M 560k 19.82
Vaneck Etf Trust Gold Miners Etf (GDX) 3.2 $11M 233k 45.97
Ishares Msci Spain Etf (EWP) 3.0 $9.8M 258k 38.06
Select Sector Spdr Tr Energy (XLE) 2.7 $9.0M 96k 93.45
Ishares Msci Chile Etf (ECH) 2.6 $8.7M 291k 29.82
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 2.6 $8.5M 355k 23.86
Ishares Msci Mly Etf New (EWM) 2.3 $7.6M 330k 23.08
Global X Fds Lithium Btry Etf (LIT) 2.2 $7.4M 190k 38.80
Ishares Msci Brazil Etf (EWZ) 2.2 $7.2M 279k 25.85
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.7 $2.4M 40k 59.40
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $2.0M 102k 19.78
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $1.9M 22k 82.73
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $1.8M 15k 122.01
Spdr Ser Tr Portfolio Short (SPSB) 0.5 $1.8M 60k 30.10
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $1.7M 18k 92.83
Vaneck Etf Trust Emerging Mrkt Hi (HYEM) 0.4 $1.4M 73k 19.65
Franklin Templeton Etf Tr Ftse Brazil (FLBR) 0.4 $1.4M 85k 16.52
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $1.2M 6.2k 190.59
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $890k 32k 27.57
Apple (AAPL) 0.2 $771k 3.5k 222.10
Microsoft Corporation (MSFT) 0.2 $714k 1.9k 375.37
Dbx Etf Tr Xtrack Usd High (HYLB) 0.2 $652k 18k 36.15
Ishares Jp Morgan Em Etf (LEMB) 0.2 $589k 16k 37.46
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $524k 1.9k 274.83
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $488k 873.00 559.33
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $464k 7.5k 62.10
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $402k 4.2k 96.51
Ishares Tr National Mun Etf (MUB) 0.1 $371k 3.5k 105.44
Pentair SHS (PNR) 0.1 $367k 4.2k 87.48
Abbvie (ABBV) 0.1 $365k 1.7k 209.54
Cambria Etf Tr Global Value Etf (GVAL) 0.1 $327k 13k 24.75
JPMorgan Chase & Co. (JPM) 0.1 $317k 1.3k 245.36
Liquidia Corporation Com New (LQDA) 0.1 $314k 21k 14.75
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $307k 4.2k 73.45
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $289k 3.1k 92.79
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $251k 597.00 419.75
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $242k 3.2k 74.72
Chevron Corporation (CVX) 0.1 $225k 1.3k 167.34
Tesla Motors (TSLA) 0.1 $225k 867.00 259.16
International Business Machines (IBM) 0.1 $224k 902.00 248.66
Nvent Electric SHS (NVT) 0.1 $220k 4.2k 52.42
Columbia Seligm Prem Tech Gr (STK) 0.1 $218k 7.8k 27.98
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $211k 450.00 468.92
Wendy's/arby's Group (WEN) 0.1 $170k 12k 14.63