Fund HoldingsWhitcomb & Hess, Inc.

Total Portfolio Value
$354.60M
Total Bought
$16.46M
Total Sold
$10.42M
Net Transaction
+$6.03M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500GRW
371,768371,449-31929,87935,4069.98%+5,527
VANGUARD TAX-MANAGED FDS757,392759,390+1,99838,49843,29312.21%+4,795
SPDR SERIES TRUST
ST STR P500VAL
872,101885,530+13,42944,53846,34913.07%+1,810
VANGUARD INTL EQUITY INDEX F349,226351,683+2,45715,80617,3944.91%+1,588
ISHARES TR294,033298,923+4,89017,15718,5395.23%+1,382
ISHARES INC258,232251,640-6,5929,82811,0803.12%+1,251
EA SERIES TRUST
ALPHA ARCH 1-3
205,767214,134+8,36722,94124,1296.80%+1,188
ISHARES TR151,271154,763+3,49215,81816,9144.77%+1,096
VANECK ETF TRUST
GOLD MINERS ETF
232,734225,262-7,47210,69911,7273.31%+1,028
ISHARES INC279,223279,016-2077,2188,0502.27%+832
VANECK ETF TRUST
JP MRGAN EM LOC
355,415359,976+4,5618,4809,1252.57%+645
ISHARES INC
MSCI MLY ETF NEW
329,861332,936+3,0757,6138,1042.29%+490
ISHARES INC291,165290,368-7978,6839,1322.58%+450
ISHARES TR17,84418,718+8741,6562,0610.58%+404
VANECK ETF TRUST
RARE EAR STR ETF
08,203+8,20303330.09%+333
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
326,005332,406+6,40115,09715,4044.34%+306
SCHWAB STRATEGIC TR102,325104,966+2,6412,0242,3200.65%+296
INVESCO EXCH TRADED FD TR II559,762572,073+12,31111,09411,3673.21%+273
SPDR SERIES TRUST
ST STR RATE ETF
402,255410,546+8,29112,39812,6573.57%+260
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
213,455217,162+3,70712,52812,7653.60%+237
PHILIP MORRIS INTL INC(PM)01,188+1,18802160.06%+216
MICROSOFT CORP(MSFT)1,9031,855-487149230.26%+208
CLEVELAND-CLIFFS INC NEW(CLF)022,929+22,92901740.05%+174
FRANKLIN TEMPLETON ETF TR
FTSE BRAZIL
84,74184,147-5941,4001,5110.43%+111
ISHARES TR14,98614,355-6311,8281,9390.55%+110
NVENT ELECTRIC PLC(NVT)4,1924,19202203070.09%+87
SCHWAB STRATEGIC TR32,28532,126-1598909680.27%+78
VANGUARD INDEX FDS1,9051,949+445245920.17%+69
PENTAIR PLC(PNR)4,1934,19303674300.12%+64
VANGUARD STAR FDS7,4737,47304645160.15%+52
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
3,1193,11902893410.10%+51
SPDR S&P 500 ETF TR(SPY)87387304885390.15%+51
INTERNATIONAL BUSINESS MACHS(IBM)90290202242660.07%+42
INVESCO QQQ TR45045002112480.07%+37
ISHARES TR22,39322,775+3821,8531,8870.53%+35
ISHARES INC15,72515,439-2865896240.18%+35
ISHARES TR6,2216,237+161,1861,2190.34%+33
LIQUIDIA CORPORATION(LQDA)21,30027,827+6,5273143470.10%+33
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
40,01940,244+2252,3772,4070.68%+30
CAMBRIA ETF TR13,20013,006-1943273540.10%+27
VANECK ETF TRUST
EMERGING MRKT HI
73,29573,796+5011,4401,4630.41%+22
VANGUARD ADMIRAL FDS INC4,1604,16004014210.12%+20
DBX ETF TR18,04418,188+1446526710.19%+19
GLOBAL X FDS
LITHIUM BTRY ETF
189,569192,021+2,4527,3557,3742.08%+18
SPDR DOW JONES INDL AVERAGE(DIA)59759702512630.07%+12
JPMORGAN CHASE & CO.(JPM)1,2901,094-1963173170.09%+1
VANGUARD BD INDEX FDS4,1794,17903073080.09%+1
ISHARES TR3,5223,520-23713680.10%-4
INVESCO EXCH TRADED FD TR II3,2393,026-2132422200.06%-22
SPDR SERIES TRUST
ST SHOR CORP ETF
59,69358,502-1,1911,7971,7660.50%-31
WENDYS CO(WEN)11,60411,748+1441701340.04%-36
ABBVIE INC(ABBV)1,7441,741-33653230.09%-42
APPLE INC(AAPL)3,4733,47307717130.20%-59
COLUMBIA SELIGM PREM TECH GR(STK)7,7750-7,7752180-218
TESLA INC(TSLA)8670-8672250-225
CHEVRON CORP NEW(CVX)1,3460-1,3462250-225
SELECT SECTOR SPDR TR
ST STR ENERG ETF
95,98397,862+1,8798,9708,3002.34%-670
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