WH

Whitcomb & Hess, Inc.

13F
Whitcomb & Hess, Inc.
Last update 2025-04-09 54 Stocks (2 new)
Value $330.00 Mil Turnover 2 %
Countries:
Top Holdings: SPYV(13.48%)VEA(11.66%)SPYG(9.05%)BOXX(6.95%)IJH(5.19%)
Summary Stock Picks Current Portfolio
Whitcomb & Hess, Inc. Top Holdings of 2025-03-31 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
872,101
44,538.2
+1.11%
13.480
+0.15%
0.180
+1.06%
+1.96%
26,299.9
 
VEA
Vanguard FTSE Developed Markets ETF
757,392
38,498.2
+1.18%
11.660
+0.14%
0.020
+8.01%
+18.90%
153,919.1
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
371,768
29,879.0
-1.25%
9.050
-0.13%
0.100
+10.26%
+6.15%
36,737.6
 
BOXX
Alpha Architect 1-3 Month Box ETF
205,767
22,940.9
-8.23%
6.950
-0.63%
0.400
+1.12%
+2.13%
6,611.1
 
IJH
iShares Core S&P Mid-Cap ETF
294,033
17,156.8
+1.12%
5.190
+0.06%
0.020
+2.69%
-0.67%
94,336.9
 
IJR
iShares Core S&P Small-Cap ETF
151,271
15,818.4
+2.34%
4.790
+0.11%
0.020
+1.56%
-5.08%
78,552.8
 
VWO
Vanguard FTSE Emerging Markets ETF
349,226
15,806.0
+1.29%
4.790
+0.06%
0.020
+6.65%
+11.68%
84,512.4
 
VMBS
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
326,005
15,097.3
+0.62%
4.570
+0.03%
0.080
+1.05%
+3.40%
14,496.0
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
213,455
12,527.7
+0.77%
3.790
+0.03%
0.060
+1.27%
+2.60%
23,196.1
 
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
SPDR Bloomberg Investment Grade Floating Rate ETF
402,255
12,397.5
+0.69%
3.750
+0.03%
0.430
+1.14%
+2.32%
2,721.8
 

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
2025-03-31
Reduce
Reduce
-0.63%
●
110.33 ($110.94) 111.49
$112.63
1.52%
Reduce -8.23%
205,767
-18,452
EWZ
iShares MSCI Brazil ETF
2025-03-31
Add
Add
+0.35%
●
22.45 ($24.91) 26.94
$27.67
11.08%
Add 19.18%
279,223
44,931
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-03-31
Add
Add
+0.15%
●
49.78 ($51.86) 53.19
$51.70
-0.31%
Add 1.11%
872,101
9,564
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.14%
●
47.4 ($50.6) 52.99
$56.15
10.97%
Add 1.18%
757,392
8,807
SPYG
SPDR Portfolio S&P 500 Growth ETF
2025-03-31
Reduce
Reduce
-0.13%
●
80.05 ($87.3) 92.39
$93.03
6.56%
Reduce -1.25%
371,768
-4,704
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Add
Add
+0.11%
●
102.49 ($112.84) 119.96
$108.64
-3.72%
Add 2.34%
151,271
3,466
CVX
Chevron Corp
2025-03-31
New Buy
New Buy
+0.07%
●
146.71 ($156.54) 167.97
$143.17
-8.54%
New holding
1,346
1,346
IBM
International Business Machines Corp
International Business Machines Corp
2025-03-31
New Buy
New Buy
+0.07%
●
217.4 ($244.61) 264.74
$295.53
20.82%
New holding
902
902
LIT
Global X Lithium & Battery Tech ETF
2025-03-31
Add
Add
+0.06%
●
38.8 ($41) 42.84
$38.17
-6.90%
Add 2.68%
189,569
4,942
IJH
iShares Core S&P Mid-Cap ETF
2025-03-31
Add
Add
+0.06%
●
57.21 ($62.1) 65.8
$61.53
-0.92%
Add 1.12%
294,033
3,256

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 2025-03-31

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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