Whitcomb & Hess, Inc.
65 holdingsFiling period: 2026-03-31Current AUM: $454.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | 964.0K | $54.5M | $59.8M | 13.16% | +21.3K | 2026-03-31 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 779.2K | $49.9M | $55.0M | 12.10% | +7.5K | 2026-03-31 |
| 3 | SPYG | SPDR SERIES TRUST | 352.5K | $34.5M | $41.3M | 9.08% | +7.9K | 2026-03-31 |
| 4 | BOXX | EA SERIES TRUST | 280.6K | $32.6M | $33.0M | 7.26% | +28.4K | 2026-03-31 |
| 5 | IJH | ISHARES TR | 329.9K | $22.3M | $24.8M | 5.46% | +6.4K | 2026-03-31 |
| 6 | IJR | ISHARES TR | 174.6K | $21.7M | $25.4M | 5.59% | +3.5K | 2026-03-31 |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 362.3K | $19.6M | $21.3M | 4.68% | +5.1K | 2026-03-31 |
| 8 | VMBS | VANGUARD SCOTTSDALE FDS | 406.9K | $19.1M | $18.7M | 4.12% | +10.3K | 2026-03-31 |
| 9 | FLRN | SPDR SERIES TRUST | 513.4K | $15.8M | $15.8M | 3.48% | +11.2K | 2026-03-31 |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS | 266.7K | $15.6M | $15.5M | 3.41% | +4.4K | 2026-03-31 |
| 11 | GDX | VANECK ETF TRUST | 153.4K | $14.1M | $11.4M | 2.50% | -1,855 | 2026-03-31 |
| 12 | PGHY | INVESCO EXCH TRADED FD TR II | 715.9K | $13.9M | $14.0M | 3.08% | +18.0K | 2026-03-31 |
| 13 | XLE | SELECT SECTOR SPDR TR | 221.6K | $13.6M | $13.2M | 2.90% | -1,327 | 2026-03-31 |
| 14 | LIT | GLOBAL X FDS | 179.5K | $13.3M | $12.4M | 2.73% | -1,419 | 2026-03-31 |
| 15 | EWP | ISHARES INC | 216.8K | $11.8M | $13.3M | 2.93% | +3.4K | 2026-03-31 |
| 16 | ECH | ISHARES INC | 288.8K | $11.5M | $11.4M | 2.50% | -687 | 2026-03-31 |
| 17 | EWZ | ISHARES INC | 280.5K | $10.8M | $10.3M | 2.26% | -2,896 | 2026-03-31 |
| 18 | EWM | ISHARES INC | 369.4K | $10.5M | $10.4M | 2.28% | +4.6K | 2026-03-31 |
| 19 | EMLC | VANECK ETF TRUST | 414.5K | $10.4M | $10.6M | 2.32% | +11.0K | 2026-03-31 |
| 20 | SCHF | SCHWAB STRATEGIC TR | 113.5K | $2.8M | $3.1M | 0.68% | +2.1K | 2026-03-31 |
| 21 | VGIT | VANGUARD SCOTTSDALE FDS | 42.5K | $2.5M | $2.5M | 0.55% | +892 | 2026-03-31 |
| 22 | IVW | ISHARES TR | 18.5K | $2.1M | $2.5M | 0.55% | +258 | 2026-03-31 |
| 23 | SHY | ISHARES TR | 24.1K | $2.0M | $2.0M | 0.43% | +955 | 2026-03-31 |
| 24 | FLBR | FRANKLIN TEMPLETON ETF TR | 83.0K | $2.0M | $1.9M | 0.42% | -1,248 | 2026-03-31 |
| 25 | SPSB | SPDR SERIES TRUST | 60.5K | $1.8M | $1.8M | 0.40% | -1,052 | 2026-03-31 |
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