Top 50 Whitcomb & Hess, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | 12.72% | 964.0K | $54.5M | +2.26%(+21.30K) | $40.84(+46.84%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 11.64% | 779.2K | $49.9M | +0.97%(+7.50K) | $49.85(+38.39%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 8.05% | 352.5K | $34.5M | +2.30%(+7.92K) | $60.14(+89.14%) | 2026-03-31 | |
| BOXX | EA SERIES TRUST | 7.61% | 280.6K | $32.6M | +11.26%(+28.40K) | $109.17(+6.79%) | 2026-03-31 | |
| IJH | ISHARES TR | 5.2% | 329.9K | $22.3M | +1.98%(+6.39K) | $54.27(+35.02%) | 2026-03-31 | |
| IJR | ISHARES TR | 5.06% | 174.6K | $21.7M | +2.07%(+3.54K) | $110.17(+25.36%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.57% | 362.3K | $19.6M | +1.42%(+5.09K) | $50.46(+17.65%) | 2026-03-31 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 4.46% | 406.9K | $19.1M | +2.60%(+10.31K) | $51.28(-8.98%) | 2026-03-31 | |
| FLRN | SPDR SERIES TRUST | 3.69% | 513.4K | $15.8M | +2.22%(+11.15K) | $30.83(-0.27%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.64% | 266.7K | $15.6M | +1.69%(+4.44K) | $58.82(-0.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.46% | +38.47% |
| Top 20 Holdings Unweighted | +11.80% | +39.76% |
Sign up free to track Whitcomb & Hess, Inc., compare funds side by side, and get alerts the moment positions change.