Whitcomb & Hess, Inc. Long-Term Concentrated

CIK: 0001813577 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 11, 2024

Total Value ($000): $320,971 (100.0% shares, 0.0% debt)

Holdings (52)

SPYV SPDR SER TR 13.4%
Value ($000) $43,112 Shares 884,536 Est. Cost $39.76 Unrealized
VEA VANGUARD TAX-MANAGED FDS 11.6%
Value ($000) $37,088 Shares 750,459 Est. Cost $50.12 Unrealized
SPYG SPDR SER TR 9.9%
Value ($000) $31,801 Shares 396,869 Est. Cost $61.35 Unrealized
BOXX EA SERIES TRUST 7.2%
Value ($000) $22,984 Shares 213,178 Est. Cost $107.82 Unrealized
IJH ISHARES TR 5.4%
Value ($000) $17,462 Shares 298,388 Est. Cost $100.20 Unrealized
IJR ISHARES TR 5.0%
Value ($000) $16,134 Shares 151,266 Est. Cost $110.56 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 4.8%
Value ($000) $15,292 Shares 349,447 Est. Cost $51.28 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 4.7%
Value ($000) $15,038 Shares 331,230 Est. Cost $52.38 Unrealized
FLRN SPDR SER TR 3.9%
Value ($000) $12,405 Shares 402,110 Est. Cost $30.85 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 3.9%
Value ($000) $12,393 Shares 213,713 Est. Cost $58.66 Unrealized
PGHY INVESCO EXCH TRADED FD TR II 3.5%
Value ($000) $11,271 Shares 577,726 Est. Cost $21.58 Unrealized
XLE SELECT SECTOR SPDR TR 2.7%
Value ($000) $8,699 Shares 95,437 Est. Cost $55.19 Unrealized
EMLC VANECK ETF TRUST 2.6%
Value ($000) $8,467 Shares 356,064 Est. Cost $29.01 Unrealized
GDX VANECK ETF TRUST 2.6%
Value ($000) $8,362 Shares 246,450 Est. Cost $27.68 Unrealized
EWP ISHARES INC 2.6%
Value ($000) $8,271 Shares 264,848 Est. Cost $27.61 Unrealized
EWM ISHARES INC 2.3%
Value ($000) $7,385 Shares 328,807 Est. Cost $24.46 Unrealized
ECH ISHARES INC 2.3%
Value ($000) $7,382 Shares 285,362 Est. Cost $27.81 Unrealized
EWZ ISHARES INC 2.3%
Value ($000) $7,301 Shares 267,148 Est. Cost $27.63 Unrealized
LIT GLOBAL X FDS 2.1%
Value ($000) $6,889 Shares 177,501 Est. Cost $44.96 Unrealized
SCHF SCHWAB STRATEGIC TR 0.6%
Value ($000) $1,981 Shares 51,550 Est. Cost $33.33 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $1,980 Shares 34,007 Est. Cost $58.69 Unrealized
IVW ISHARES TR 0.6%
Value ($000) $1,969 Shares 21,282 Est. Cost $62.04 Unrealized
SHY ISHARES TR 0.6%
Value ($000) $1,941 Shares 23,773 Est. Cost $81.18 Unrealized
ITOT ISHARES TR 0.6%
Value ($000) $1,851 Shares 15,586 Est. Cost $98.35 Unrealized
SPSB SPDR SER TR 0.6%
Value ($000) $1,810 Shares 60,928 Est. Cost $29.79 Unrealized
IVE ISHARES TR 0.3%
Value ($000) $1,086 Shares 5,965 Est. Cost $141.47 Unrealized
HYEM VANECK ETF TRUST 0.3%
Value ($000) $1,068 Shares 55,780 Est. Cost $18.51 Unrealized
SCHE SCHWAB STRATEGIC TR 0.3%
Value ($000) $913 Shares 34,393 Est. Cost $23.97 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $853 Shares 1,908 Est. Cost $266.22 Unrealized +56.7%
AAPL APPLE INC 0.2%
Value ($000) $746 Shares 3,540 Est. Cost $132.86 Unrealized +39.3%
HYLB DBX ETF TR 0.2%
Value ($000) $666 Shares 18,787 Est. Cost $38.83 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $517 Shares 1,934 Est. Cost $222.13 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $451 Shares 7,473 Est. Cost $62.30 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $440 Shares 4,127 Est. Cost $106.38 Unrealized
COLUMBIA SELIGM PREM TECH GR 0.1%
Value ($000) $419 Shares 12,591 Est. Cost $31.87 Unrealized
LEMB ISHARES INC 0.1%
Value ($000) $410 Shares 11,514 Est. Cost $36.70 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $409 Shares 4,160 Est. Cost $129.38 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $403 Shares 741 Est. Cost $478.10 Unrealized
PNR PENTAIR PLC 0.1%
Value ($000) $321 Shares 4,193 Est. Cost $51.37 Unrealized +54.3%
NVT NVENT ELECTRIC PLC 0.1%
Value ($000) $321 Shares 4,192 Est. Cost $43.01 Unrealized +77.1%
ABBV ABBVIE INC 0.1%
Value ($000) $315 Shares 1,837 Est. Cost $110.69 Unrealized +41.9%
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $294 Shares 1,452 Est. Cost $139.98 Unrealized +35.2%
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $293 Shares 3,119 Est. Cost $68.44 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $286 Shares 3,966 Est. Cost $73.34 Unrealized
GVAL CAMBRIA ETF TR 0.1%
Value ($000) $271 Shares 12,934 Est. Cost $21.30 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $242 Shares 1,952 Est. Cost $99.58 Unrealized +22.2%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $233 Shares 597 Est. Cost $376.76 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $216 Shares 450 Est. Cost $444.01 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $205 Shares 1,309 Est. Cost $139.01 Unrealized +6.7%
WEN WENDYS CO 0.1%
Value ($000) $191 Shares 11,240 Est. Cost $21.79 Unrealized -16.6%
LQDA LIQUIDIA CORPORATION 0.0%
Value ($000) $126 Shares 10,525 Est. Cost $13.27 Unrealized 0.0%
CIFR CIPHER MINING INC 0.0%
Value ($000) $8 Shares 12,300 Est. Cost Unrealized