Whitcomb & Hess, Inc. Long-Term Concentrated

CIK: 0001813577 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 15, 2024

Total Value ($000): $311,163 (100.0% shares, 0.0% debt)

Holdings (51)

SPYV SPDR SER TR 13.9%
Value ($000) $43,203 Shares 862,336 Est. Cost $39.53 Unrealized
VEA VANGUARD TAX-MANAGED FDS 11.8%
Value ($000) $36,594 Shares 729,409 Est. Cost $50.14 Unrealized
SPYG SPDR SER TR 9.2%
Value ($000) $28,617 Shares 391,212 Est. Cost $61.08 Unrealized
GBIL GOLDMAN SACHS ETF TR 6.4%
Value ($000) $19,857 Shares 196,816 Est. Cost $100.19 Unrealized
IJH ISHARES TR 5.7%
Value ($000) $17,656 Shares 290,690 Est. Cost $101.30 Unrealized
IJR ISHARES TR 5.2%
Value ($000) $16,168 Shares 146,294 Est. Cost $110.70 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 4.6%
Value ($000) $14,466 Shares 317,168 Est. Cost $52.69 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 4.6%
Value ($000) $14,160 Shares 338,992 Est. Cost $51.51 Unrealized
SPSB SPDR SER TR 4.4%
Value ($000) $13,808 Shares 463,812 Est. Cost $29.79 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 3.8%
Value ($000) $11,924 Shares 205,340 Est. Cost $58.69 Unrealized
PGHY INVESCO EXCH TRADED FD TR II 3.5%
Value ($000) $10,953 Shares 555,425 Est. Cost $21.67 Unrealized
XLE SELECT SECTOR SPDR TR 2.8%
Value ($000) $8,859 Shares 93,836 Est. Cost $54.58 Unrealized
EWP ISHARES INC 2.7%
Value ($000) $8,394 Shares 260,911 Est. Cost $27.55 Unrealized
EMLC VANECK ETF TRUST 2.6%
Value ($000) $8,031 Shares 327,672 Est. Cost $29.47 Unrealized
GDX VANECK ETF TRUST 2.5%
Value ($000) $7,748 Shares 245,049 Est. Cost $27.68 Unrealized
LIT GLOBAL X FDS 2.5%
Value ($000) $7,634 Shares 168,567 Est. Cost $45.29 Unrealized
ECH ISHARES INC 2.3%
Value ($000) $7,284 Shares 274,126 Est. Cost $27.89 Unrealized
EWZ ISHARES INC 2.3%
Value ($000) $7,055 Shares 217,621 Est. Cost $27.69 Unrealized
EWM ISHARES INC 2.2%
Value ($000) $6,995 Shares 321,013 Est. Cost $24.51 Unrealized
SCHF SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,011 Shares 51,550 Est. Cost $33.33 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $1,978 Shares 33,788 Est. Cost $58.69 Unrealized
SHY ISHARES TR 0.6%
Value ($000) $1,820 Shares 22,251 Est. Cost $81.14 Unrealized
ITOT ISHARES TR 0.6%
Value ($000) $1,807 Shares 15,668 Est. Cost $98.35 Unrealized
IVW ISHARES TR 0.6%
Value ($000) $1,750 Shares 20,719 Est. Cost $61.21 Unrealized
IVE ISHARES TR 0.4%
Value ($000) $1,114 Shares 5,962 Est. Cost $141.47 Unrealized
HYEM VANECK ETF TRUST 0.3%
Value ($000) $1,065 Shares 55,827 Est. Cost $18.51 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $942 Shares 2,239 Est. Cost $266.22 Unrealized +50.0%
SCHE SCHWAB STRATEGIC TR 0.3%
Value ($000) $870 Shares 34,440 Est. Cost $23.97 Unrealized
HYLB DBX ETF TR 0.2%
Value ($000) $643 Shares 17,999 Est. Cost $38.98 Unrealized
AAPL APPLE INC 0.2%
Value ($000) $597 Shares 3,481 Est. Cost $131.98 Unrealized +36.6%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $511 Shares 2,551 Est. Cost $139.98 Unrealized +24.0%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $503 Shares 1,934 Est. Cost $222.13 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $451 Shares 7,482 Est. Cost $62.30 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $422 Shares 4,160 Est. Cost $129.38 Unrealized
LIBERTY ALL STAR EQUITY FD 0.1%
Value ($000) $411 Shares 57,501 Est. Cost $7.15 Unrealized
LEMB ISHARES INC 0.1%
Value ($000) $409 Shares 11,347 Est. Cost $36.72 Unrealized
COLUMBIA SELIGM PREM TECH GR 0.1%
Value ($000) $401 Shares 12,591 Est. Cost $31.87 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $374 Shares 3,475 Est. Cost $106.34 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $370 Shares 708 Est. Cost $475.03 Unrealized
PNR PENTAIR PLC 0.1%
Value ($000) $358 Shares 4,193 Est. Cost $51.37 Unrealized +44.8%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $355 Shares 800 Est. Cost $444.01 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $346 Shares 1,900 Est. Cost $110.69 Unrealized +46.3%
NVT NVENT ELECTRIC PLC 0.1%
Value ($000) $316 Shares 4,192 Est. Cost $43.01 Unrealized +46.2%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $281 Shares 3,871 Est. Cost $73.37 Unrealized
GVAL CAMBRIA ETF TR 0.1%
Value ($000) $277 Shares 12,934 Est. Cost $21.30 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $270 Shares 3,119 Est. Cost $68.44 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $248 Shares 1,876 Est. Cost $98.68 Unrealized +17.3%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $237 Shares 597 Est. Cost $376.76 Unrealized
WEN WENDYS CO 0.1%
Value ($000) $209 Shares 11,079 Est. Cost $21.84 Unrealized -14.0%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $206 Shares 3,120 Est. Cost $65.88 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $205 Shares 1,297 Est. Cost $139.01 Unrealized 0.0%