WH

Whitcomb & Hess, Inc.

13F
Whitcomb & Hess, Inc.
Last update 2025-07-03 54 Stocks (3 new)
Value $355.00 Mil Turnover 1 %
Countries:
Top Holdings: SPYV(13.07%)VEA(12.21%)SPYG(9.98%)BOXX(6.80%)IJH(5.23%)
Summary Stock Picks Current Portfolio
Whitcomb & Hess, Inc. Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPYV
SPDR Portfolio S&P 500 Value ETF
885,530
46,348.6
+1.54%
13.070
+0.20%
0.170
+10.74%
+6.04%
27,378.0
 
VEA
Vanguard FTSE Developed Markets ETF
759,390
43,292.8
+0.26%
12.210
+0.03%
0.030
+12.33%
+23.44%
163,015.3
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
371,449
35,406.5
-0.09%
9.980
-0.01%
0.090
+22.05%
+11.74%
39,088.8
 
BOXX
Alpha Architect 1-3 Month Box ETF
214,134
24,128.6
+4.07%
6.800
+0.27%
0.360
+1.02%
+2.43%
7,063.1
 
IJH
iShares Core S&P Mid-Cap ETF
298,923
18,539.2
+1.66%
5.230
+0.09%
0.020
+13.23%
+3.59%
98,364.5
 
VWO
Vanguard FTSE Emerging Markets ETF
351,683
17,394.2
+0.70%
4.910
+0.03%
0.020
+13.91%
+16.56%
86,401.8
 
IJR
iShares Core S&P Small-Cap ETF
154,763
16,914.0
+2.31%
4.770
+0.11%
0.020
+13.85%
-1.00%
82,564.0
 
VMBS
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
332,406
15,403.7
+1.96%
4.340
+0.08%
0.110
+1.09%
+3.51%
14,404.7
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
217,162
12,764.8
+1.74%
3.600
+0.06%
0.060
+0.69%
+2.69%
22,495.9
 
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
SPDR Bloomberg Investment Grade Floating Rate ETF
410,546
12,657.1
+2.06%
3.570
+0.07%
0.460
+1.56%
+2.83%
2,783.1
 

Whitcomb & Hess, Inc.'s Historical Top Holdings Breakdowns

Whitcomb & Hess, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BOXX
Alpha Architect 1-3 Month Box ETF
2025-06-30
Add
Add
+0.27%
●
111.49 ($112.08) 112.68
$112.95
0.78%
Add 4.07%
214,134
8,367
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-06-30
Add
Add
+0.20%
●
45.11 ($49.99) 52.34
$53.77
7.55%
Add 1.54%
885,530
13,429
IJR
iShares Core S&P Small-Cap ETF
2025-06-30
Add
Add
+0.11%
●
90.56 ($103.39) 109.49
$113.18
9.47%
Add 2.31%
154,763
3,492
GDX
VanEck Gold Miners ETF
2025-06-30
Reduce
Reduce
-0.10%
●
41.45 ($49.57) 54.46
$53.62
8.16%
Reduce -3.21%
225,262
-7,472
IJH
iShares Core S&P Mid-Cap ETF
2025-06-30
Add
Add
+0.09%
●
51.16 ($58.7) 62.02
$64.12
9.23%
Add 1.66%
298,923
4,890
REMX
VanEck Rare Earth/Strategic Metals ETF
VanEck Rare Earth/Strategic Metals ETF
2025-06-30
New Buy
New Buy
+0.09%
●
32.65 ($38.21) 41.54
$55.20
44.46%
New holding
8,203
8,203
EWP
iShares MSCI Spain ETF
2025-06-30
Reduce
Reduce
-0.08%
●
34.15 ($41.25) 44.03
$45.37
9.99%
Reduce -2.55%
251,640
-6,592
VMBS
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
2025-06-30
Add
Add
+0.08%
●
45.15 ($45.77) 46.6
$45.92
0.33%
Add 1.96%
332,406
6,401
PGHY
Invesco Global ex-US High Yield Corporate Bond ETF
Invesco Global ex-US High Yield Corporate Bond ETF
2025-06-30
Add
Add
+0.07%
●
18.92 ($19.59) 19.87
$19.88
1.48%
Add 2.2%
572,073
12,311
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
SPDR Bloomberg Investment Grade Floating Rate ETF
2025-06-30
Add
Add
+0.07%
●
30.29 ($30.69) 30.83
$30.82
0.42%
Add 2.06%
410,546
8,291

Whitcomb & Hess, Inc. Total Holding History ($B)

To

Whitcomb & Hess, Inc.'s Asset Allocation

To

Whitcomb & Hess, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Whitcomb & Hess, Inc.'s Hypothetical Growth since 2025-06-30

Whitcomb & Hess, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Whitcomb & Hess, Inc.'s Holdings Heat Map

Size field:

Whitcomb & Hess, Inc.'s Holdings Bubble Chart

Whitcomb & Hess, Inc. News

  • 1

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