WH

Whitcomb & Hess, Inc.

13F
Whitcomb & Hess, Inc.
Last update 2024-10-02 57 Stocks (2 new)
Value $336.00 Mil Turnover 0 %
Countries:
Top Holdings: SPYV(13.67%)VEA(11.68%)SPYG(9.59%)BOXX(6.92%)IJH(5.45%)
Portfolio Report
Summary Stock Picks Current Portfolio
Whitcomb & Hess, Inc. Top Holdings of 2024-09-30 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
869,592
45966.620
-1.69%
13.670
-0.23%
0.180
+4.22%
+11.84%
24304.657
 
VEA 		Vanguard FTSE Developed Markets ETF
743,415
39259.740
-0.94%
11.680
-0.11%
0.030
+3.16%
+4.97%
137765.795
 
SPYG 		SPDR Portfolio S&P 500 Growth ETF
388,550
32226.360
-2.10%
9.590
-0.21%
0.110
+8.94%
+27.11%
30628.414
 
BOXX 		Alpha Architect 1-3 Month Box ETF
213,592
23266.540
+0.19%
6.920
+0.01%
0.590
+1.07%
+4.11%
4223.353
 
IJH 		iShares Core S&P Mid-Cap ETF
294,055
18325.520
-1.45%
5.450
-0.08%
0.020
+5.57%
+12.21%
91868.836
 
IJR 		iShares Core S&P Small-Cap ETF
149,277
17459.430
-1.31%
5.190
-0.07%
0.020
+3.51%
+6.24%
85395.226
 
VWO 		Vanguard FTSE Emerging Markets ETF
344,595
16488.870
-1.39%
4.900
-0.07%
0.020
+8.45%
+13.70%
78568.132
 
VMBS 		Vanguard Mortgage-Backed Securities ETF
322,762
15237.600
-2.56%
4.530
-0.12%
0.080
-2.75%
-1.49%
18489.065
 
VGSH 		Vanguard Short-Term Government Bond ETF
208,471
12303.980
-2.45%
3.660
-0.09%
0.060
-0.70%
-0.09%
19927.354
 
FLRN 		SPDR Bloomberg Investment Grade Floating Rate ETF
392,613
12112.110
-2.36%
3.600
-0.09%
0.520
+0.20%
+0.39%
2275.812
 

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
SPYV 		SPDR Portfolio S&P 500 Value ETF2024-09-30Reduce
-0.23%
●
48.51 ($50.89) 52.86
$52.15
2.48%
Reduce -1.69%
869,592
-14,944
SPYG 		SPDR Portfolio S&P 500 Growth ETF2024-09-30Reduce
-0.21%
●
73.38 ($79.93) 84.1
$82.70
3.47%
Reduce -2.1%
388,550
-8,319
VMBS 		Vanguard Mortgage-Backed Securities ETF2024-09-30Reduce
-0.12%
●
44.9 ($46.59) 47.55
$45.67
-1.97%
Reduce -2.56%
322,762
-8,468
LIT 		Global X Lithium & Battery Tech ETF2024-09-30Add
+0.11%
●
35.01 ($38.1) 43.59
$44.08
15.70%
Add 4.76%
185,942
8,441
VEA 		Vanguard FTSE Developed Markets ETF2024-09-30Reduce
-0.11%
●
47.6 ($50.85) 53.31
$50.28
-1.12%
Reduce -0.94%
743,415
-7,044
FLRN 		SPDR Bloomberg Investment Grade Floating Rate ETF2024-09-30Reduce
-0.09%
●
30.55 ($30.76) 30.85
$30.71
-0.16%
Reduce -2.36%
392,613
-9,497
VGSH 		Vanguard Short-Term Government Bond ETF2024-09-30Reduce
-0.09%
●
57.74 ($58.57) 59.13
$58.28
-0.50%
Reduce -2.45%
208,471
-5,242
PGHY 		Invesco Global ex-US High Yield Corporate Bond ETF2024-09-30Reduce
-0.08%
●
19.5 ($19.87) 20.28
$19.91
0.20%
Reduce -2.2%
565,026
-12,700
IJH 		iShares Core S&P Mid-Cap ETF2024-09-30Reduce
-0.08%
●
57.32 ($60.3) 62.65
$62.20
3.15%
Reduce -1.45%
294,055
-4,333
SPLV 		Invesco S&P 500 Low Volatility ETF2024-09-30New Buy
+0.07%
●
64.57 ($68.68) 71.76
$70.79
3.07%
New holding
3,058
3,058

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 2024-09-30

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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