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Whitcomb & Hess, Inc.

Portfolio Manager
Whitcomb & Hess, Inc.
Performance
+2.04% (2026 Q1)
AUM (13F)
$428.76M
# of Holdings
64
Performance Rank
Allocation (Top 20)
92.92%

Whitcomb & Hess, Inc. Holdings Map

Top 50 Whitcomb & Hess, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPYV
SPDR SERIES TRUST
12.72%964.0K$54.5M
+2.26%(+21.30K)
2025-Q1: 872.1K shares2025-Q2: 885.5K shares2025-Q3: 904.8K shares2025-Q4: 942.7K shares2026-Q1: 964.0K shares
$40.84(+46.84%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
11.64%779.2K$49.9M
+0.97%(+7.50K)
2025-Q1: 757.4K shares2025-Q2: 759.4K shares2025-Q3: 763.8K shares2025-Q4: 771.7K shares2026-Q1: 779.2K shares
$49.85(+38.39%)
2026-03-31
SPYG
SPDR SERIES TRUST
8.05%352.5K$34.5M
+2.30%(+7.92K)
2025-Q1: 371.8K shares2025-Q2: 371.4K shares2025-Q3: 369.2K shares2025-Q4: 344.6K shares2026-Q1: 352.5K shares
$60.14(+89.14%)
2026-03-31
BOXX
EA SERIES TRUST
7.61%280.6K$32.6M
+11.26%(+28.40K)
2025-Q1: 205.8K shares2025-Q2: 214.1K shares2025-Q3: 228.1K shares2025-Q4: 252.2K shares2026-Q1: 280.6K shares
$109.17(+6.79%)
2026-03-31
IJH
ISHARES TR
5.2%329.9K$22.3M
+1.98%(+6.39K)
2025-Q1: 294.0K shares2025-Q2: 298.9K shares2025-Q3: 305.7K shares2025-Q4: 323.5K shares2026-Q1: 329.9K shares
$54.27(+35.02%)
2026-03-31
IJR
ISHARES TR
5.06%174.6K$21.7M
+2.07%(+3.54K)
2025-Q1: 151.3K shares2025-Q2: 154.8K shares2025-Q3: 161.8K shares2025-Q4: 171.1K shares2026-Q1: 174.6K shares
$110.17(+25.36%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
4.57%362.3K$19.6M
+1.42%(+5.09K)
2025-Q1: 349.2K shares2025-Q2: 351.7K shares2025-Q3: 354.0K shares2025-Q4: 357.2K shares2026-Q1: 362.3K shares
$50.46(+17.65%)
2026-03-31
VMBS
VANGUARD SCOTTSDALE FDS
4.46%406.9K$19.1M
+2.60%(+10.31K)
2025-Q1: 326.0K shares2025-Q2: 332.4K shares2025-Q3: 364.5K shares2025-Q4: 396.6K shares2026-Q1: 406.9K shares
$51.28(-8.98%)
2026-03-31
FLRN
SPDR SERIES TRUST
3.69%513.4K$15.8M
+2.22%(+11.15K)
2025-Q1: 402.3K shares2025-Q2: 410.5K shares2025-Q3: 450.8K shares2025-Q4: 502.3K shares2026-Q1: 513.4K shares
$30.83(-0.27%)
2026-03-31
VGSH
VANGUARD SCOTTSDALE FDS
3.64%266.7K$15.6M
+1.69%(+4.44K)
2025-Q1: 213.5K shares2025-Q2: 217.2K shares2025-Q3: 235.3K shares2025-Q4: 262.2K shares2026-Q1: 266.7K shares
$58.82(-0.93%)
2026-03-31

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