Whitcomb & Hess, Inc.

The portfolio consists of 60 holdings, reflecting a diversified approach. The structure is heavily reliant on exchange-traded funds (ETFs), which account for the vast majority of the portfolio's value. The strategy appears to be "core-satellite" in nature, utilizing broad-market ETFs for stability and smaller sector-specific or single-stock positions for targeted exposure. The explosive growth in AUM combined with a high turnover rate (27 new positions and 4 exits) indicates an active management style focused on tactical asset allocation.

2. Key Holdings

The portfolio is dominated by large-cap, value, and international equity ETFs, with the top ten positions comprising approximately 66% of the total assets.