Whitcomb & Hess, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WH Whitcomb & Hess, Inc. | Institutional Filer | ▲ 1.11% | $428.8M | 64 |
Current Portfolio Holdings
Showing all 64 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | — | 964K | $54.5M | 12.72% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | — | 779K | $49.9M | 11.64% |
| 3 | SPYG | SPDR SERIES TRUST | — | 353K | $34.5M | 8.05% |
| 4 | BOXX | EA SERIES TRUST | — | 281K | $32.6M | 7.61% |
| 5 | IJH | ISHARES TR | — | 330K | $22.3M | 5.20% |
| 6 | IJR | ISHARES TR | — | 175K | $21.7M | 5.06% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | — | 362K | $19.6M | 4.57% |
| 8 | VMBS | VANGUARD SCOTTSDALE FDS | — | 407K | $19.1M | 4.46% |
| 9 | FLRN | SPDR SERIES TRUST | — | 513K | $15.8M | 3.69% |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS | — | 267K | $15.6M | 3.64% |
| 11 | GDX | VANECK ETF TRUST | — | 153K | $14.1M | 3.28% |
| 12 | PGHY | INVESCO EXCH TRADED FD TR II | — | 716K | $13.9M | 3.24% |
| 13 | XLE | Energy Select Sector SPDR Fund | — | 222K | $13.6M | 3.17% |
| 14 | LIT | GLOBAL X FDS | — | 179K | $13.3M | 3.11% |
| 15 | EWP | ISHARES INC | — | 217K | $11.8M | 2.75% |
Showing 1 to 15 of 64 holdings