$268 Million is the total value of Whitcomb & Hess, Inc.'s 43 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VV | New | VANGUARD INDEX FDSlarge cap etf | $295,492 | – | 1,510 | +100.0% | 0.11% | – |
| CVX | New | CHEVRON CORP NEW | $214,805 | – | 1,274 | +100.0% | 0.08% | – |
| VONG | New | VANGUARD SCOTTSDALE FDSvng rus1000grw | $213,464 | – | 3,119 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 10 | Q3 2023 | 14.7% |
| VANGUARD TAX-MANAGED INTL FD | 10 | Q3 2023 | 14.4% |
| VANGUARD SCOTTSDALE FDS | 10 | Q3 2023 | 18.4% |
| SPDR SER TR | 10 | Q3 2023 | 8.9% |
| VANGUARD INTL EQUITY INDEX F | 10 | Q3 2023 | 6.2% |
| INVESCO EXCH TRADED FD TR II | 10 | Q3 2023 | 6.6% |
| ISHARES TR | 10 | Q3 2023 | 5.5% |
| ISHARES TR | 10 | Q3 2023 | 5.5% |
| SPDR SER TR | 10 | Q3 2023 | 5.4% |
| VANECK VECTORS ETF TR | 10 | Q3 2023 | 3.0% |
View Whitcomb & Hess, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-07 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-04-15 |
| 13F-HR | 2022-02-11 |
View Whitcomb & Hess, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.