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CIK 0001813577 • 6 13F filings • Apr 8, 2025 – Jul 8, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $365K | 0.1% | 1,744 SH | |
| APPLE INC | COM | $771K | 0.2% | 3,473 SH | |
| CAMBRIA ETF TR | GLOBAL VALUE ETF | $327K | 0.1% | 13,200 SH | |
| CHEVRON CORP NEW | COM | $225K | 0.1% | 1,346 SH | |
| COLUMBIA SELIGM PREM TECH GR | COM | $218K | 0.1% | 7,775 SH | |
| DBX ETF TR | XTRACK USD HIGH | $652K | 0.2% | 18,044 SH | |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $22.9M | 6.9% | 205,767 SH | |
| FRANKLIN TEMPLETON ETF TR | FTSE BRAZIL | $1.4M | 0.4% | 84,741 SH | |
| GLOBAL X FDS | LITHIUM BTRY ETF | $7.4M | 2.2% | 189,569 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $224K | 0.1% | 902 SH | |
| INVESCO EXCH TRADED FD TR II | GLOBAL EX US HGH | $11.1M | 3.4% | 559,762 SH | |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $242K | 0.1% | 3,239 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $211K | 0.1% | 450 SH | |
| ISHARES INC | JP MORGAN EM ETF | $589K | 0.2% | 15,725 SH | |
| ISHARES INC | MSCI BRAZIL ETF | $7.2M | 2.2% | 279,223 SH | |
| ISHARES INC | MSCI CHILE ETF | $8.7M | 2.6% | 291,165 SH | |
| ISHARES INC | MSCI MLY ETF NEW | $7.6M | 2.3% | 329,861 SH | |
| ISHARES INC | MSCI SPAIN ETF | $9.8M | 3.0% | 258,232 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $1.9M | 0.6% | 22,393 SH | |
| ISHARES TR | CORE S&P MCP ETF | $17.2M | 5.2% | 294,033 SH | |
| ISHARES TR | CORE S&P SCP ETF | $15.8M | 4.8% | 151,271 SH | |
| ISHARES TR | CORE S&P TTL STK | $1.8M | 0.6% | 14,986 SH | |
| ISHARES TR | NATIONAL MUN ETF | $371K | 0.1% | 3,522 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $1.7M | 0.5% | 17,844 SH | |
| ISHARES TR | S&P 500 VAL ETF | $1.2M | 0.4% | 6,221 SH | |
| JPMORGAN CHASE & CO. | COM | $317K | 0.1% | 1,290 SH | |
| LIQUIDIA CORPORATION | COM NEW | $314K | 0.1% | 21,300 SH | |
| MICROSOFT CORP | COM | $714K | 0.2% | 1,903 SH | |
| NVENT ELECTRIC PLC | SHS | $220K | 0.1% | 4,192 SH | |
| PENTAIR PLC | SHS | $367K | 0.1% | 4,193 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $890K | 0.3% | 32,285 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $2.0M | 0.6% | 102,325 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $9.0M | 2.7% | 95,983 SH | |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $251K | 0.1% | 597 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $488K | 0.1% | 873 SH | |
| SPDR SER TR | BLOOMBERG INVT | $12.4M | 3.8% | 402,255 SH | |
| SPDR SER TR | PORTFOLIO SHORT | $1.8M | 0.5% | 59,693 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $29.9M | 9.0% | 371,768 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $44.5M | 13.5% | 872,101 SH | |
| TESLA INC | COM | $225K | 0.1% | 867 SH | |
| VANECK ETF TRUST | EMERGING MRKT HI | $1.4M | 0.4% | 73,295 SH | |
| VANECK ETF TRUST | GOLD MINERS ETF | $10.7M | 3.2% | 232,734 SH | |
| VANECK ETF TRUST | JP MRGAN EM LOC | $8.5M | 2.6% | 355,415 SH | |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $401K | 0.1% | 4,160 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $307K | 0.1% | 4,179 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $524K | 0.2% | 1,905 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $15.8M | 4.8% | 349,226 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $2.4M | 0.7% | 40,019 SH | |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $15.1M | 4.6% | 326,005 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $12.5M | 3.8% | 213,455 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $289K | 0.1% | 3,119 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $464K | 0.1% | 7,473 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $38.5M | 11.7% | 757,392 SH | |
| WENDYS CO | COM | $170K | 0.1% | 11,604 SH |
| 13F-HR |
| 0001813577-25-000008 |
| $388.9M |
| View |
| Jul 8, 2026 | Q2 2026 | 13F-HR | 0001813577-26-000005 | $463.0M | View |
| Jul 3, 2025 | Q2 2025 | 13F-HR | 0001813577-25-000005 | $354.6M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001813577-26-000004 | $428.8M | View |
| Apr 8, 2025 | Q1 2025 | 13F-HR | 0001813577-25-000004 | $330.3M | View |