Fund HoldingsWhitcomb & Hess, Inc.

Total Portfolio Value
$311.16M
Total Bought
$19.90M
Total Sold
$6.68M
Net Transaction
+$13.21M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
GLOBAL X FDS
LITHIUM BTRY ETF
0168,567+168,56707,6342.45%+7,634
SPDR SER TR
ST STR P500GRW
397,395391,212-6,18325,85528,6179.20%+2,763
ISHARES TR57,481290,690+233,20915,93117,6565.67%+1,726
GOLDMAN SACHS ETF TR182,337196,816+14,47918,18619,8576.38%+1,670
VANGUARD TAX-MANAGED FDS739,388729,409-9,97935,41736,59411.76%+1,178
SELECT SECTOR SPDR TR
ST STR ENERG ETF
93,81293,836+247,8658,8592.85%+994
SPDR SER TR
ST SHOR CORP ETF
439,525463,812+24,28713,08913,8084.44%+719
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
296,695317,168+20,47313,75514,4664.65%+711
VANECK ETF TRUST
GOLD MINERS ETF
229,681245,049+15,3687,1227,7482.49%+626
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
193,938205,340+11,40211,31211,9243.83%+612
ISHARES TR143,963146,294+2,33115,58416,1685.20%+584
INVESCO EXCH TRADED FD TR II534,113555,425+21,31210,43110,9533.52%+522
ISHARES INC
MSCI MLY ETF NEW
305,843321,013+15,1706,4996,9952.25%+496
ISHARES INC259,540260,911+1,3717,9478,3942.70%+446
LIBERTY ALL STAR EQUITY FD(USA)057,501+57,50104110.13%+411
COLUMBIA SELIGM PREM TECH GR(STK)012,591+12,59104010.13%+401
INVESCO QQQ TR0800+80003550.11%+355
VANECK ETF TRUST
JP MRGAN EM LOC
306,004327,672+21,6687,7578,0312.58%+274
ISHARES TR19,15522,251+3,0961,5711,8200.58%+248
INVESCO EXCH TRADED FD TR II03,120+3,12002060.07%+206
CHEVRON CORP NEW(CVX)01,297+1,29702050.07%+205
ISHARES TR15,64015,668+281,6461,8070.58%+161
DBX ETF TR15,66217,999+2,3375576430.21%+86
NVENT ELECTRIC PLC(NVT)4,1924,19202483160.10%+68
PENTAIR PLC(PNR)4,1934,19303053580.12%+53
VANGUARD BD INDEX FDS3,1213,871+7502302810.09%+52
VANGUARD INDEX FDS1,9281,934+64575030.16%+45
SCHWAB STRATEGIC TR53,41251,550-1,8621,9742,0110.65%+37
SPDR S&P 500 ETF TR(SPY)706708+23353700.12%+35
VANECK ETF TRUST
EMERGING MRKT HI
56,08055,827-2531,0381,0650.34%+27
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
3,1193,11902432700.09%+27
MERCK & CO INC(MRK)2,0631,876-1872252480.08%+23
VANGUARD STAR FDS7,4737,482+94334510.14%+18
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
33,10233,788+6861,9641,9780.64%+15
SPDR DOW JONES INDL AVERAGE(DIA)59759702252370.08%+12
VANGUARD ADMIRAL FDS INC4,1604,16004134220.14%+10
MICROSOFT CORP(MSFT)2,4862,239-2479359420.30%+7
ISHARES TR23,29520,719-2,5761,7491,7500.56%0
ISHARES TR3,4773,475-23773740.12%-3
ISHARES INC11,25911,347+884134090.13%-4
WENDYS CO(WEN)10,93511,079+1442132090.07%-4
ISHARES TR6,6055,962-6431,1491,1140.36%-35
ABBVIE INC(ABBV)2,4821,900-5823853460.11%-39
APPLE INC(AAPL)3,4803,481+16705970.19%-73
CAMBRIA ETF TR17,99312,934-5,0593832770.09%-106
ISHARES INC263,193274,126+10,9337,4257,2842.34%-141
SCHWAB STRATEGIC TR42,90034,440-8,4601,0638700.28%-194
ISHARES INC213,862217,621+3,7597,4777,0552.27%-421
SPDR SER TR
ST STR P500VAL
935,686862,336-73,35043,63143,20313.88%-428
JPMORGAN CHASE & CO(JPM)5,5562,551-3,0059455110.16%-434
VANGUARD INTL EQUITY INDEX F378,787338,992-39,79515,56814,1604.55%-1,408
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