Whitcomb & Hess, Inc.
CIK Number: 0001813577
330.3M
Market Value
52
# of Holdings
10 months
Avg. Holding Period
23.73%
Win Rate
10.53%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR Portfolio ... | 51.12 | -0.88% | 862.54K | -0.81% | 44.11M | 39.78 | 13.62% |
| 2 | VEA | Vanguard Develo... | 55.73 | -1.28% | 748.59K | +0.70% | 35.8M | 50.13 | 11.05% |
| 3 | SPYG | SPDR Portfolio ... | 91.36 | -0.84% | 376.47K | -3.11% | 33.09M | 61.7 | 10.22% |
| 4 | BOXX | Alpha Architect... | 112.46 | -0.01% | 224.22K | +4.98% | 24.73M | 107.95 | 7.64% |
| 5 | IJH | iShares Core S&... | 60.20 | -0.88% | 290.78K | -1.11% | 18.12M | 53.56 | 5.59% |
| 6 | IJR | iShares Core S&... | 105.81 | -1.09% | 147.81K | -0.99% | 17.03M | 110.77 | 5.26% |
| 7 | VWO | Vanguard Emergi... | 48.28 | -1.13% | 344.77K | +0.05% | 15.18M | 51.11 | 4.69% |
| 8 | VMBS | Vanguard Mortga... | 45.77 | +0.32% | 324.01K | +0.39% | 14.69M | 52.34 | 4.54% |
| 9 | VGSH | Vanguard Short-... | 58.49 | +0.07% | 211.81K | +1.60% | 12.32M | 58.62 | 3.81% |
| 10 | FLRN | SPDR Bloomberg ... | 30.74 | +0.03% | 399.51K | +1.76% | 12.28M | 30.7 | 3.79% |
| 11 | PGHY | Invesco Global ... | 19.76 | -0.15% | 556.55K | -1.5% | 10.94M | 21.57 | 3.38% |
| 12 | XLE | Energy Select S... | 88.69 | +0.97% | 95.66K | +0.32% | 8.19M | 55.47 | 2.53% |
| 13 | EWP | iShares MSCI Sp... | 42.42 | -2.59% | 262.12K | +0.70% | 8.14M | 27.54 | 2.51% |
| 14 | GDX | VanEck Gold Min... | 53.50 | -0.09% | 238.77K | -0.33% | 8.1M | 27.75 | 2.50% |
| 15 | EMLC | VanEck J.P. Mor... | 24.80 | -0.34% | 346.97K | +0.10% | 8.02M | 28.93 | 2.48% |
| 16 | EWM | iShares MSCI Ma... | 23.52 | -1.69% | 324.18K | +0.48% | 7.95M | 24.45 | 2.46% |
| 17 | LIT | Global X Lithiu... | 36.60 | -1.32% | 184.63K | -0.71% | 7.53M | 45.17 | 2.33% |
| 18 | ECH | iShares MSCI Ch... | 30.42 | -2.22% | 288.71K | +0.48% | 7.23M | 27.32 | 2.23% |
| 19 | EWZ | iShares MSCI Br... | 28.09 | -0.78% | 234.29K | -11.93% | 5.27M | 27.58 | 1.63% |
| 20 | VGIT | Vanguard Interm... | 59.16 | +0.28% | 37.95K | +11.15% | 2.2M | 58.62 | 0.68% |
| 21 | ITOT | iShares Core S&... | 130.11 | -0.88% | 15K | -2.24% | 1.93M | 98.46 | 0.60% |
| 22 | IVW | iShares S&P 500... | 105.37 | -0.85% | 18.43K | -2.62% | 1.87M | 62.08 | 0.58% |
| 23 | SCHF | Schwab Internat... | 21.61 | -1.35% | 99.65K | +113.64% | 1.84M | 16.8 | 0.57% |
| 24 | SHY | iShares 1-3 Yea... | 82.44 | +0.05% | 22.17K | -2.09% | 1.82M | 81.11 | 0.56% |
| 25 | SPSB | SPDR Portfolio ... | 30.02 | +0.02% | 59.71K | -0.79% | 1.78M | 29.78 | 0.55% |
| 26 | HYEM | VanEck Emerging... | 19.66 | -0.02% | 72.39K | +29.98% | 1.41M | 18.73 | 0.44% |
| 27 | IVE | iShares S&P 500... | 189.84 | -0.94% | 6.4K | +6.19% | 1.22M | 145.01 | 0.38% |
| 28 | FLBR | Franklin FTSE B... | 18.14 | -0.41% | 76.25K | +100.00% | 1.08M | 14.15 | 0.33% |
| 29 | AAPL | Apple Inc. | 195.57 | -1.44% | 3.5K | -0.23% | 877.67K | 143.65 | 0.27% |
| 30 | SCHE | Schwab Emerging... | 29.38 | -1.26% | 31.64K | +0.26% | 842.58K | 23.99 | 0.26% |
| 31 | MSFT | Microsoft Corpo... | 477.90 | -0.26% | 1.89K | +0.59% | 797.26K | 294 | 0.25% |
| 32 | HYLB | Xtrackers USD H... | 36.38 | -0.14% | 17.92K | -1.06% | 646.46K | 38.84 | 0.20% |
| 33 | LEMB | iShares J.P. Mo... | 39.53 | -0.3% | 15.36K | +33.68% | 554.37K | 36.54 | 0.17% |
| 34 | VTI | Vanguard Total ... | 293.93 | -0.86% | 1.91K | 0.00% | 552.08K | 221.55 | 0.17% |
| 35 | SPY | SPDR S&P 500 ET... | 597.40 | -0.88% | 872 | +17.52% | 511.01K | 494.69 | 0.16% |
| 36 | VIOO | Vanguard S&P Sm... | 98.06 | -1.15% | 4.16K | 0.00% | 441.13K | 86.96 | 0.14% |
| 37 | VXUS | Vanguard Total ... | 67.54 | -1.24% | 7.47K | 0.00% | 440.39K | 62.23 | 0.14% |
| 38 | PNR | Pentair plc | 96.14 | -1.66% | 4.19K | 0.00% | 421.97K | 55.27 | 0.13% |
| 39 | MUB | iShares Nationa... | 104.08 | +0.11% | 3.48K | -15.2% | 370.5K | 106.3 | 0.11% |
| 40 | VONG | Vanguard Russel... | 104.72 | -0.86% | 3.12K | 0.00% | 322.19K | 68.44 | 0.10% |
| 41 | ABBV | AbbVie Inc. | 185.53 | -2.8% | 1.75K | -1.41% | 311.13K | 141.32 | 0.10% |
| 42 | JPM | JPMorgan Chase ... | 269.39 | -0.36% | 1.28K | -4.6% | 307.99K | 155.59 | 0.10% |
| 43 | TSLA | Tesla, Inc. | 316.28 | -3.9% | 727 | +100.00% | 293.59K | 403.84 | 0.09% |
| 44 | NVT | nVent Electric ... | 69.84 | -0.8% | 4.19K | 0.00% | 285.73K | 51.67 | 0.09% |
| 45 | BND | Vanguard Total ... | 72.80 | +0.33% | 3.97K | 0.00% | 285.19K | 73.19 | 0.09% |
| 46 | GVAL | Cambria Global ... | 26.74 | -0.51% | 12.91K | 0.00% | 269.37K | 21.3 | 0.08% |
| 47 | DIA | SPDR Dow Jones ... | 423.07 | -0.75% | 597 | 0.00% | 253.95K | 376.87 | 0.08% |
| 48 | QQQ | Invesco QQQ Tru... | 528.89 | -1.01% | 450 | 0.00% | 230.05K | 444.95 | 0.07% |
| 49 | SPLV | Invesco S&P 500... | 71.86 | -0.57% | 3.13K | +2.22% | 218.81K | 71.69 | 0.07% |
| 50 | WEN | The Wendy's Com... | 11.26 | +0.31% | 11.34K | -0.46% | 184.87K | 21.53 | 0.06% |
| 51 | LQDA | Liquidia Corpor... | 13.57 | -3.66% | 11.49K | -0.9% | 135.18K | 11.85 | 0.04% |
| 52 | BTBT | Bit Digital, In... | 2.43 | -7.25% | 16.27K | +100.00% | 47.67K | 2.93 | 0.01% |