Whitcomb & Hess, Inc. Long-Term Concentrated

CIK: 0001813577 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 8, 2025

Total Value ($000): $330,299 (100.0% shares, 0.0% debt)

Holdings (54)

SPYV SPDR SER TR 13.5%
Value ($000) $44,538 Shares 872,101 Est. Cost $39.88 Unrealized
VEA VANGUARD TAX-MANAGED FDS 11.7%
Value ($000) $38,498 Shares 757,392 Est. Cost $50.12 Unrealized
SPYG SPDR SER TR 9.0%
Value ($000) $29,879 Shares 371,768 Est. Cost $61.35 Unrealized
BOXX EA SERIES TRUST 6.9%
Value ($000) $22,941 Shares 205,767 Est. Cost $107.93 Unrealized
IJH ISHARES TR 5.2%
Value ($000) $17,157 Shares 294,033 Est. Cost $99.73 Unrealized
IJR ISHARES TR 4.8%
Value ($000) $15,818 Shares 151,271 Est. Cost $110.43 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 4.8%
Value ($000) $15,806 Shares 349,226 Est. Cost $51.20 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 4.6%
Value ($000) $15,097 Shares 326,005 Est. Cost $52.38 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 3.8%
Value ($000) $12,528 Shares 213,455 Est. Cost $58.65 Unrealized
FLRN SPDR SER TR 3.8%
Value ($000) $12,398 Shares 402,255 Est. Cost $30.85 Unrealized
PGHY INVESCO EXCH TRADED FD TR II 3.4%
Value ($000) $11,094 Shares 559,762 Est. Cost $21.58 Unrealized
GDX VANECK ETF TRUST 3.2%
Value ($000) $10,699 Shares 232,734 Est. Cost $27.68 Unrealized
EWP ISHARES INC 3.0%
Value ($000) $9,828 Shares 258,232 Est. Cost $27.61 Unrealized
XLE SELECT SECTOR SPDR TR 2.7%
Value ($000) $8,970 Shares 95,983 Est. Cost $55.19 Unrealized
ECH ISHARES INC 2.6%
Value ($000) $8,683 Shares 291,165 Est. Cost $27.81 Unrealized
EMLC VANECK ETF TRUST 2.6%
Value ($000) $8,480 Shares 355,415 Est. Cost $28.89 Unrealized
EWM ISHARES INC 2.3%
Value ($000) $7,613 Shares 329,861 Est. Cost $24.44 Unrealized
LIT GLOBAL X FDS 2.2%
Value ($000) $7,355 Shares 189,569 Est. Cost $44.74 Unrealized
EWZ ISHARES INC 2.2%
Value ($000) $7,218 Shares 279,223 Est. Cost $27.34 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $2,377 Shares 40,019 Est. Cost $58.66 Unrealized
SCHF SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,024 Shares 102,325 Est. Cost $25.29 Unrealized
SHY ISHARES TR 0.6%
Value ($000) $1,853 Shares 22,393 Est. Cost $81.19 Unrealized
ITOT ISHARES TR 0.6%
Value ($000) $1,828 Shares 14,986 Est. Cost $98.35 Unrealized
SPSB SPDR SER TR 0.5%
Value ($000) $1,797 Shares 59,693 Est. Cost $29.79 Unrealized
IVW ISHARES TR 0.5%
Value ($000) $1,656 Shares 17,844 Est. Cost $62.04 Unrealized
HYEM VANECK ETF TRUST 0.4%
Value ($000) $1,440 Shares 73,295 Est. Cost $18.74 Unrealized
FLBR FRANKLIN TEMPLETON ETF TR 0.4%
Value ($000) $1,400 Shares 84,741 Est. Cost $14.39 Unrealized
IVE ISHARES TR 0.4%
Value ($000) $1,186 Shares 6,221 Est. Cost $144.35 Unrealized
SCHE SCHWAB STRATEGIC TR 0.3%
Value ($000) $890 Shares 32,285 Est. Cost $24.05 Unrealized
AAPL APPLE INC 0.2%
Value ($000) $771 Shares 3,473 Est. Cost $132.86 Unrealized +73.7%
MSFT MICROSOFT CORP 0.2%
Value ($000) $714 Shares 1,903 Est. Cost $266.22 Unrealized +52.2%
HYLB DBX ETF TR 0.2%
Value ($000) $652 Shares 18,044 Est. Cost $38.83 Unrealized
LEMB ISHARES INC 0.2%
Value ($000) $589 Shares 15,725 Est. Cost $36.57 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $524 Shares 1,905 Est. Cost $222.13 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $488 Shares 873 Est. Cost $494.19 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $464 Shares 7,473 Est. Cost $62.30 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $401 Shares 4,160 Est. Cost $129.38 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $371 Shares 3,522 Est. Cost $106.37 Unrealized
PNR PENTAIR PLC 0.1%
Value ($000) $367 Shares 4,193 Est. Cost $51.37 Unrealized +84.0%
ABBV ABBVIE INC 0.1%
Value ($000) $365 Shares 1,744 Est. Cost $110.69 Unrealized +71.1%
GVAL CAMBRIA ETF TR 0.1%
Value ($000) $327 Shares 13,200 Est. Cost $21.37 Unrealized
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $317 Shares 1,290 Est. Cost $139.98 Unrealized +79.2%
LQDA LIQUIDIA CORPORATION 0.1%
Value ($000) $314 Shares 21,300 Est. Cost $13.76 Unrealized +6.0%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $307 Shares 4,179 Est. Cost $73.34 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $289 Shares 3,119 Est. Cost $68.44 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $251 Shares 597 Est. Cost $376.76 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $242 Shares 3,239 Est. Cost $71.79 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $225 Shares 1,346 Est. Cost $150.48 Unrealized 0.0%
TSLA TESLA INC 0.1%
Value ($000) $225 Shares 867 Est. Cost $323.60 Unrealized +3.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $224 Shares 902 Est. Cost $239.40 Unrealized 0.0%
NVT NVENT ELECTRIC PLC 0.1%
Value ($000) $220 Shares 4,192 Est. Cost $43.01 Unrealized +45.4%
COLUMBIA SELIGM PREM TECH GR 0.1%
Value ($000) $218 Shares 7,775 Est. Cost $31.87 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $211 Shares 450 Est. Cost $444.01 Unrealized
WEN WENDYS CO 0.1%
Value ($000) $170 Shares 11,604 Est. Cost $21.58 Unrealized -30.3%