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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 | $323K | 0.1%Prev: 0.1% | 1,741 SH | Decreased-165 SH |
| APPLE INC | COM | $713K | 0.2%Prev: 0.2% | 3,473 SH | Decreased-203 SH |
| CAMBRIA ETF TR | GLOBAL VALUE ETF | $354K | 0.1%Prev: 0.1% | 13,006 SH | Increased+2,373 SH |
| CLEVELAND-CLIFFS INC NEW | COM | $174K | 0.0%Prev: 0.0% | 22,929 SH | Increased+3,663 SH |
| DBX ETF TR | XTRACK USD HIGH | $671K | 0.2%Prev: 0.2% | 18,188 SH | Decreased-1,594 SH |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $24.1M | 6.8%Prev: 7.6% | 214,134 SH | Decreased-66,448 SH |
| FRANKLIN TEMPLETON ETF TR | FTSE BRAZIL | $1.5M | 0.4%Prev: 0.5% | 84,147 SH | Decreased+1,191 SH |
| GLOBAL X FDS | LITHIUM BTRY ETF | $7.4M | 2.1%Prev: 3.1% | 192,021 SH | Decreased+12,525 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $266K | 0.1%Prev: 0.1% | 902 SH | Increased |
| INVESCO EXCH TRADED FD TR II | GLOBAL EX US HGH | $11.4M | 3.2%Prev: 3.2% | 572,073 SH | Decreased-143,791 SH |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $220K | 0.1% | 3,026 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $248K | 0.1%Prev: 0.1% | 450 SH | Decreased-45 SH |
| ISHARES INC | JP MORGAN EM ETF | $624K | 0.2%Prev: 0.1% | 15,439 SH | Decreased-120 SH |
| ISHARES INC | MSCI BRAZIL ETF | $8.0M | 2.3%Prev: 2.5% | 279,016 SH | Decreased-1,442 SH |
| ISHARES INC | MSCI CHILE ETF | $9.1M | 2.6%Prev: 2.7% | 290,368 SH | Decreased+1,526 SH |
| ISHARES INC | MSCI MLY ETF NEW | $8.1M | 2.3%Prev: 2.4% | 332,936 SH | Decreased-36,485 SH |
| ISHARES INC | MSCI SPAIN ETF | $11.1M | 3.1%Prev: 2.7% | 251,640 SH | Decreased+34,879 SH |
| ISHARES TR | 1 3 YR TREAS BD | $1.9M | 0.5%Prev: 0.5% | 22,775 SH | Decreased-1,309 SH |
| ISHARES TR | CORE S&P MCP ETF | $18.5M | 5.2%Prev: 5.2% | 298,923 SH | Decreased-30,969 SH |
| ISHARES TR | CORE S&P SCP ETF | $16.9M | 4.8%Prev: 5.1% | 154,763 SH | Decreased-19,843 SH |
| ISHARES TR | CORE S&P TTL STK | $1.9M | 0.5%Prev: 0.4% | 14,355 SH | Increased+1,779 SH |
| ISHARES TR | NATIONAL MUN ETF | $368K | 0.1%Prev: 0.1% | 3,520 SH | Increased+875 SH |
| ISHARES TR | S&P 500 GRWT ETF | $2.1M | 0.6%Prev: 0.5% | 18,718 SH | Decreased+233 SH |
| ISHARES TR | S&P 500 VAL ETF | $1.2M | 0.3%Prev: 0.3% | 6,237 SH | Decreased-837 SH |
| JPMORGAN CHASE & CO. | COM | $317K | 0.1% | 1,094 SH | New |
| LIQUIDIA CORPORATION | COM NEW | $347K | 0.1%Prev: 0.3% | 27,827 SH | Decreased-2,118 SH |
| MICROSOFT CORP | COM | $923K | 0.3%Prev: 0.2% | 1,855 SH | Increased+18 SH |
| NVENT ELECTRIC PLC | SHS | $307K | 0.1% | 4,192 SH | New |
| PENTAIR PLC | SHS | $430K | 0.1%Prev: 0.1% | 4,193 SH | Increased |
| PHILIP MORRIS INTL INC | COM | $216K | 0.1% | 1,188 SH | New |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $968K | 0.3%Prev: 0.2% | 32,126 SH | Decreased+238 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $2.3M | 0.7%Prev: 0.7% | 104,966 SH | Decreased-8,516 SH |
| SELECT SECTOR SPDR TR | ENERGY | $8.3M | 2.3% | 97,862 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $263K | 0.1% | 597 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $539K | 0.2% | 873 SH | New |
| SPDR SERIES TRUST | BLOOMBERG INVT | $12.7M | 3.6% | 410,546 SH | New |
| SPDR SERIES TRUST | PORTFOLIO SHORT | $1.8M | 0.5% | 58,502 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $35.4M | 10.0% | 371,449 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $46.3M | 13.1% | 885,530 SH | New |
| VANECK ETF TRUST | EMERGING MRKT HI | $1.5M | 0.4%Prev: 0.4% | 73,796 SH | Decreased-3,630 SH |
| VANECK ETF TRUST | GOLD MINERS ETF | $11.7M | 3.3%Prev: 3.3% | 225,262 SH | Decreased+71,828 SH |
| VANECK ETF TRUST | JP MRGAN EM LOC | $9.1M | 2.6%Prev: 2.4% | 359,976 SH | Decreased-54,495 SH |
| VANECK ETF TRUST | RARE EARTH AND S | $333K | 0.1%Prev: 0.1% | 8,203 SH | Decreased+3,351 SH |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $421K | 0.1%Prev: 0.1% | 4,160 SH | Decreased-12 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $308K | 0.1%Prev: 0.1% | 4,179 SH | Decreased-976 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $592K | 0.2%Prev: 0.1% | 1,949 SH | Increased+135 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $17.4M | 4.9%Prev: 4.6% | 351,683 SH | Decreased-10,619 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $2.4M | 0.7%Prev: 0.6% | 40,244 SH | Decreased-2,302 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $15.4M | 4.3%Prev: 4.5% | 332,406 SH | Decreased-74,510 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $12.8M | 3.6%Prev: 3.6% | 217,162 SH | Decreased-49,515 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $341K | 0.1% | 3,119 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $516K | 0.1%Prev: 0.1% | 7,473 SH | Decreased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $43.3M | 12.2%Prev: 11.6% | 759,390 SH | Decreased-19,764 SH |
| WENDYS CO | COM | $134K | 0.0%Prev: 0.0% | 11,748 SH | Increased-798 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 |