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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 | $403K | 0.1%Prev: 0.1% | 1,742 SH | Decreased-159 SH |
| APPLE INC | COM | $911K | 0.2%Prev: 0.2% | 3,579 SH | Decreased-99 SH |
| CAMBRIA ETF TR | GLOBAL VALUE ETF | $334K | 0.1%Prev: 0.1% | 11,413 SH | Decreased+1,188 SH |
| CHEVRON CORP NEW | COM | $213K | 0.1% | 1,373 SH | New |
| CLEVELAND-CLIFFS INC NEW | COM | $315K | 0.1%Prev: 0.0% | 25,779 SH | Increased+6,513 SH |
| DBX ETF TR | XTRACK USD HIGH | $702K | 0.2%Prev: 0.2% | 18,911 SH | Decreased-1,256 SH |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $26.0M | 6.7%Prev: 6.9% | 228,126 SH | Decreased-44,921 SH |
| FRANKLIN TEMPLETON ETF TR | FTSE BRAZIL | $1.6M | 0.4%Prev: 0.4% | 84,189 SH | Decreased+1,343 SH |
| GLOBAL X FDS | LITHIUM BTRY ETF | $11.8M | 3.0%Prev: 3.0% | 206,915 SH | Decreased+29,275 SH |
| GORMAN RUPP CO | COM | $208K | 0.1%Prev: 0.1% | 4,475 SH | Decreased-3 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $255K | 0.1%Prev: 0.1% | 902 SH | Increased |
| INVESCO EXCH TRADED FD TR II | GLOBAL EX US HGH | $12.4M | 3.2%Prev: 3.1% | 621,605 SH | Decreased-116,056 SH |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $219K | 0.1% | 2,983 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $297K | 0.1%Prev: 0.1% | 495 SH | Decreased-1 SH |
| ISHARES INC | JP MORGAN EM ETF | $619K | 0.2%Prev: 0.1% | 15,014 SH | Decreased-545 SH |
| ISHARES INC | MSCI BRAZIL ETF | $8.9M | 2.3%Prev: 2.1% | 287,446 SH | Decreased-55 SH |
| ISHARES INC | MSCI CHILE ETF | $9.7M | 2.5%Prev: 2.5% | 292,969 SH | Decreased-1,332 SH |
| ISHARES INC | MSCI MLY ETF NEW | $9.0M | 2.3%Prev: 2.2% | 346,091 SH | Decreased-38,381 SH |
| ISHARES INC | MSCI SPAIN ETF | $10.8M | 2.8%Prev: 2.8% | 217,348 SH | Decreased-3,821 SH |
| ISHARES TR | 1 3 YR TREAS BD | $1.9M | 0.5%Prev: 0.4% | 23,421 SH | Decreased-768 SH |
| ISHARES TR | CORE S&P MCP ETF | $20.0M | 5.1%Prev: 5.6% | 305,734 SH | Decreased-31,913 SH |
| ISHARES TR | CORE S&P SCP ETF | $19.2M | 4.9%Prev: 5.7% | 161,762 SH | Decreased-16,036 SH |
| ISHARES TR | CORE S&P TTL STK | $2.0M | 0.5%Prev: 0.5% | 13,720 SH | Decreased+652 SH |
| ISHARES TR | NATIONAL MUN ETF | $286K | 0.1%Prev: 0.1% | 2,686 SH | Increased+207 SH |
| ISHARES TR | S&P 500 GRWT ETF | $2.2M | 0.6%Prev: 0.6% | 18,268 SH | Decreased-443 SH |
| ISHARES TR | S&P 500 VAL ETF | $1.3M | 0.3%Prev: 0.4% | 6,279 SH | Decreased-909 SH |
| JPMORGAN CHASE & CO. | COM | $308K | 0.1% | 976 SH | New |
| LIQUIDIA CORPORATION | COM NEW | $645K | 0.2%Prev: 0.5% | 28,385 SH | Decreased-392 SH |
| MICROSOFT CORP | COM | $949K | 0.2%Prev: 0.1% | 1,833 SH | Increased-8 SH |
| NVENT ELECTRIC PLC | SHS | $413K | 0.1% | 4,192 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $237K | 0.1% | 1,301 SH | New |
| PENTAIR PLC | SHS | $464K | 0.1%Prev: 0.1% | 4,193 SH | Increased |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $1.0M | 0.3%Prev: 0.2% | 30,635 SH | Decreased-1,202 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $2.5M | 0.6%Prev: 0.7% | 106,727 SH | Decreased-6,612 SH |
| SELECT SECTOR SPDR TR | ENERGY | $9.2M | 2.4% | 102,821 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $277K | 0.1% | 597 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $759K | 0.2% | 1,139 SH | New |
| SPDR SERIES TRUST | BLOOMBERG INVT | $13.9M | 3.6% | 450,751 SH | New |
| SPDR SERIES TRUST | PORTFOLIO SHORT | $1.8M | 0.5% | 58,569 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $38.6M | 9.9% | 369,186 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $50.1M | 12.9% | 904,840 SH | New |
| TESLA INC | COM | $248K | 0.1%Prev: 0.0% | 558 SH | Increased+59 SH |
| VANECK ETF TRUST | EMERGING MRKT HI | $1.5M | 0.4%Prev: 0.3% | 73,948 SH | Decreased-2,768 SH |
| VANECK ETF TRUST | GOLD MINERS ETF | $13.9M | 3.6%Prev: 2.5% | 182,161 SH | Increased+26,307 SH |
| VANECK ETF TRUST | JP MRGAN EM LOC | $9.6M | 2.5%Prev: 2.4% | 377,057 SH | Decreased-48,717 SH |
| VANECK ETF TRUST | RARE EARTH AND S | $319K | 0.1% | 4,852 SH | New |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $460K | 0.1%Prev: 0.1% | 4,160 SH | Decreased-12 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $321K | 0.1%Prev: 0.1% | 4,317 SH | Decreased-838 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $640K | 0.2%Prev: 0.1% | 1,949 SH | Decreased+135 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $19.2M | 4.9%Prev: 4.8% | 354,018 SH | Decreased-14,760 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $2.4M | 0.6%Prev: 0.5% | 40,769 SH | Decreased-2,138 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $17.1M | 4.4%Prev: 4.3% | 364,454 SH | Decreased-56,281 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $13.8M | 3.6%Prev: 3.5% | 235,286 SH | Decreased-39,521 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $376K | 0.1% | 3,119 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $549K | 0.1%Prev: 0.1% | 7,473 SH | Decreased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $45.8M | 11.8%Prev: 12.2% | 763,835 SH | Decreased-28,285 SH |
| WENDYS CO | COM | $111K | 0.0%Prev: 0.0% | 12,116 SH | Increased-677 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 |