Whitcomb & Hess, Inc. Long-Term Concentrated

CIK: 0001813577 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 17, 2024

Total Value ($000): $290,997 (100.0% shares, 0.0% debt)

Holdings (45)

SPYV SPDR SER TR 15.0%
Value ($000) $43,631 Shares 935,686 Est. Cost $39.53 Unrealized
VEA VANGUARD TAX-MANAGED FDS 12.2%
Value ($000) $35,417 Shares 739,388 Est. Cost $50.14 Unrealized
SPYG SPDR SER TR 8.9%
Value ($000) $25,855 Shares 397,395 Est. Cost $61.08 Unrealized
GBIL GOLDMAN SACHS ETF TR 6.2%
Value ($000) $18,186 Shares 182,337 Est. Cost $100.14 Unrealized
IJH ISHARES TR 5.5%
Value ($000) $15,931 Shares 57,481 Est. Cost $265.86 Unrealized
IJR ISHARES TR 5.4%
Value ($000) $15,584 Shares 143,963 Est. Cost $110.70 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 5.3%
Value ($000) $15,568 Shares 378,787 Est. Cost $51.51 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 4.7%
Value ($000) $13,755 Shares 296,695 Est. Cost $53.18 Unrealized
SPSB SPDR SER TR 4.5%
Value ($000) $13,089 Shares 439,525 Est. Cost $29.79 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 3.9%
Value ($000) $11,312 Shares 193,938 Est. Cost $58.72 Unrealized
PGHY INVESCO EXCH TRADED FD TR II 3.6%
Value ($000) $10,431 Shares 534,113 Est. Cost $21.74 Unrealized
EWP ISHARES INC 2.7%
Value ($000) $7,947 Shares 259,540 Est. Cost $27.55 Unrealized
XLE SELECT SECTOR SPDR TR 2.7%
Value ($000) $7,865 Shares 93,812 Est. Cost $54.58 Unrealized
EMLC VANECK ETF TRUST 2.7%
Value ($000) $7,757 Shares 306,004 Est. Cost $29.82 Unrealized
EWZ ISHARES INC 2.6%
Value ($000) $7,477 Shares 213,862 Est. Cost $27.61 Unrealized
ECH ISHARES INC 2.6%
Value ($000) $7,425 Shares 263,193 Est. Cost $27.94 Unrealized
GDX VANECK ETF TRUST 2.4%
Value ($000) $7,122 Shares 229,681 Est. Cost $27.42 Unrealized
EWM ISHARES INC 2.2%
Value ($000) $6,499 Shares 305,843 Est. Cost $24.65 Unrealized
SCHF SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,974 Shares 53,412 Est. Cost $33.33 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $1,964 Shares 33,102 Est. Cost $58.70 Unrealized
IVW ISHARES TR 0.6%
Value ($000) $1,749 Shares 23,295 Est. Cost $61.21 Unrealized
ITOT ISHARES TR 0.6%
Value ($000) $1,646 Shares 15,640 Est. Cost $98.35 Unrealized
SHY ISHARES TR 0.5%
Value ($000) $1,571 Shares 19,155 Est. Cost $81.04 Unrealized
IVE ISHARES TR 0.4%
Value ($000) $1,149 Shares 6,605 Est. Cost $141.47 Unrealized
SCHE SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,063 Shares 42,900 Est. Cost $23.97 Unrealized
HYEM VANECK ETF TRUST 0.4%
Value ($000) $1,038 Shares 56,080 Est. Cost $18.51 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $945 Shares 5,556 Est. Cost $139.98 Unrealized +3.5%
MSFT MICROSOFT CORP 0.3%
Value ($000) $935 Shares 2,486 Est. Cost $266.22 Unrealized +31.6%
AAPL APPLE INC 0.2%
Value ($000) $670 Shares 3,480 Est. Cost $131.98 Unrealized +38.5%
HYLB DBX ETF TR 0.2%
Value ($000) $557 Shares 15,662 Est. Cost $39.47 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $457 Shares 1,928 Est. Cost $222.13 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $433 Shares 7,473 Est. Cost $62.30 Unrealized
LEMB ISHARES INC 0.1%
Value ($000) $413 Shares 11,259 Est. Cost $36.72 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $413 Shares 4,160 Est. Cost $129.38 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $385 Shares 2,482 Est. Cost $110.69 Unrealized +22.6%
GVAL CAMBRIA ETF TR 0.1%
Value ($000) $383 Shares 17,993 Est. Cost $21.30 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $377 Shares 3,477 Est. Cost $106.34 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $335 Shares 706 Est. Cost $475.03 Unrealized
PNR PENTAIR PLC 0.1%
Value ($000) $305 Shares 4,193 Est. Cost $51.37 Unrealized +22.8%
NVT NVENT ELECTRIC PLC 0.1%
Value ($000) $248 Shares 4,192 Est. Cost $43.01 Unrealized +20.3%
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $243 Shares 3,119 Est. Cost $68.44 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $230 Shares 3,121 Est. Cost $73.55 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $225 Shares 2,063 Est. Cost $98.68 Unrealized -1.9%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $225 Shares 597 Est. Cost $376.76 Unrealized
WEN WENDYS CO 0.1%
Value ($000) $213 Shares 10,935 Est. Cost $21.88 Unrealized -12.1%