$355 Million is the total value of Well Done, LLC's 135 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 16.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | Sell | BERKSHIRE HATHAWAY CLASS Astock | $38,080,000 | +18.7% | 119 | -0.8% | 10.73% | +21.7% |
| QUAL | Sell | ISHARES QUALITY FACTORetf | $35,078,000 | +0.9% | 338,137 | -6.7% | 9.88% | +3.4% |
| IVV | Sell | ISHARES CORE S&P 500etf | $32,097,000 | +6.6% | 95,510 | -1.7% | 9.04% | +9.3% |
| MTUM | Sell | ISHARES MOMENTUM FACTORetf | $26,673,000 | +8.2% | 180,956 | -3.8% | 7.52% | +10.9% |
| USMV | Buy | ISHARES USA MINIMUM VOLATILITYetf | $18,690,000 | +5.7% | 293,264 | +0.6% | 5.27% | +8.4% |
| GNTX | Sell | GENTEX CORPstock | $18,249,000 | -7.4% | 708,698 | -7.4% | 5.14% | -5.1% |
| VLUE | Sell | ISHARES VALUE FACTORetf | $13,220,000 | -0.1% | 179,182 | -2.1% | 3.73% | +2.4% |
| DGRO | Sell | ISHARES DIVIDEND GROWTHetf | $10,782,000 | +4.5% | 270,984 | -1.3% | 3.04% | +7.0% |
| XMLV | Sell | INVESCO MID-CAP LOW VOLATILITYetf | $7,303,000 | -10.7% | 175,310 | -11.3% | 2.06% | -8.5% |
| EFAV | Sell | ISHARES EAFE MINIMUM VOLATILITYetf | $7,289,000 | -0.4% | 106,985 | -3.4% | 2.05% | +2.0% |
| ACWV | Buy | ISHARES GLOBAL MINIMUM VOLATILITYetf | $7,205,000 | +6.1% | 78,393 | +1.1% | 2.03% | +8.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY CLASS Bstock | $6,720,000 | +14.6% | 31,556 | -3.9% | 1.89% | +17.5% |
| EEMV | Sell | ISHARES EMERGING MINIMUM VOLATILITYetf | $6,057,000 | +1.2% | 109,774 | -4.7% | 1.71% | +3.6% |
| ABT | Sell | ABBOTT LABS COMstock | $5,715,000 | +12.2% | 52,515 | -5.7% | 1.61% | +15.0% |
| ABBV | Buy | ABBVIE INC COMstock | $5,207,000 | -10.7% | 59,450 | +0.1% | 1.47% | -8.5% |
| SPHQ | Buy | INVESCO S&P 500 QUALITYetf | $4,590,000 | +14.7% | 118,733 | +5.1% | 1.29% | +17.5% |
| SPY | Buy | SPDR S&P 500etf | $4,314,000 | +9.2% | 12,882 | +0.6% | 1.22% | +12.0% |
| XSLV | Sell | INVESCO SMALL-CAP LOW VOLATILITYetf | $4,280,000 | -5.4% | 128,910 | -3.5% | 1.21% | -3.1% |
| BSCL | INVESCO BULLETSHARES 2021 CORPORATE BOND ETFetf | $3,499,000 | -0.2% | 164,103 | 0.0% | 0.99% | +2.3% | |
| ACWI | Sell | ISHARES ACWIetf | $3,331,000 | +7.8% | 41,680 | -0.6% | 0.94% | +10.5% |
| IQLT | Sell | ISHARES INTERNATIONAL QUALITY FACTORetf | $3,240,000 | -25.6% | 103,418 | -30.1% | 0.91% | -23.7% |
| MIY | BLACKROCK MUNIYLD MICH QLTY FD COMcef | $2,924,000 | +3.4% | 208,563 | 0.0% | 0.82% | +5.9% | |
| IWF | ISHARES RUSSELL 1000 GROWTHetf | $2,812,000 | +13.0% | 12,965 | 0.0% | 0.79% | +15.8% | |
| VTV | Sell | VANGUARD VALUE INDEXetf | $2,785,000 | -30.2% | 26,644 | -33.5% | 0.78% | -28.5% |
| IAU | Sell | ISHARES COMEX GOLD TRUSTetf | $2,425,000 | -8.7% | 134,783 | -13.8% | 0.68% | -6.4% |
| VOE | Sell | VANGUARD MID-CAP VALUEetf | $2,394,000 | +2.8% | 23,616 | -3.0% | 0.68% | +5.5% |
| VOO | Sell | VANGUARD S&P 500 ETFetf | $2,376,000 | +6.9% | 7,722 | -1.5% | 0.67% | +9.7% |
| CL | COLGATE PALMOLIVE CO COMstock | $2,176,000 | +5.3% | 28,210 | 0.0% | 0.61% | +7.9% | |
| BSCM | Buy | INVESCO BULLETSHARES 2022 CORPORATE BOND ETFetf | $2,172,000 | +26.2% | 99,460 | +26.1% | 0.61% | +29.4% |
| RSP | Buy | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $2,153,000 | +6.3% | 19,915 | +0.1% | 0.61% | +9.0% |
| IJR | Sell | ISHARES S&P SMALL-CAPetf | $2,054,000 | -7.4% | 29,243 | -9.9% | 0.58% | -5.1% |
| RPG | INVESCO S&P 500 PURE GROWTH ETFetf | $2,041,000 | +9.4% | 14,413 | 0.0% | 0.58% | +12.1% | |
| ITOT | Buy | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $2,021,000 | +11.7% | 26,769 | +2.7% | 0.57% | +14.7% |
| AAPL | Buy | APPLE INC COMstock | $1,960,000 | +32.9% | 16,922 | +318.7% | 0.55% | +36.0% |
| RPV | INVESCO S&P 500 PURE VALUEetf | $1,884,000 | +2.7% | 38,439 | 0.0% | 0.53% | +5.1% | |
| JNJ | Buy | JOHNSON & JOHNSON COMstock | $1,849,000 | +6.3% | 12,422 | +0.4% | 0.52% | +8.8% |
| DTN | Sell | WISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUNDetf | $1,836,000 | -22.3% | 24,350 | -24.0% | 0.52% | -20.5% |
| SHY | Sell | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $1,806,000 | -28.2% | 20,880 | -28.1% | 0.51% | -26.4% |
| PG | Sell | PROCTER AND GAMBLE CO COMstock | $1,735,000 | +16.1% | 12,483 | -0.1% | 0.49% | +19.0% |
| BSCK | Sell | INVESCO BULLETSHARES 2020 CORPORATE BOND ETFetf | $1,714,000 | -21.1% | 80,770 | -20.8% | 0.48% | -19.1% |
| TCF | Sell | TCF FINL CORP COMstock | $1,666,000 | -28.0% | 71,302 | -9.4% | 0.47% | -26.4% |
| DON | Sell | WISDOMTREE U.S. MID-CAPetf | $1,626,000 | -1.8% | 56,225 | -3.8% | 0.46% | +0.7% |
| DNL | Sell | WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUNDetf | $1,451,000 | +3.7% | 21,777 | -1.8% | 0.41% | +6.2% |
| IJH | Buy | ISHARES S&P MID-CAPetf | $1,422,000 | +5.3% | 7,675 | +1.1% | 0.40% | +8.1% |
| MSFT | Sell | MICROSOFT CORP COMstock | $1,381,000 | -14.4% | 6,564 | -17.2% | 0.39% | -12.4% |
| MLHR | Sell | MILLER HERMAN INC COMstock | $1,156,000 | -43.6% | 38,318 | -55.9% | 0.33% | -42.2% |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $1,046,000 | +8.8% | 6,139 | 0.0% | 0.30% | +11.7% | |
| XNTK | Sell | SPDR NYSE TECHNOLOGY ETFetf | $1,041,000 | +16.8% | 8,773 | -2.2% | 0.29% | +19.6% |
| CZA | INVESCO ZACKS MID-CAPetf | $1,035,000 | +7.3% | 15,700 | 0.0% | 0.29% | +10.2% | |
| SSUS | Buy | DAY HAGAN/NED DAVIS RESEARCH SMART SECTOR ETFetf | $1,020,000 | +28.5% | 38,824 | +17.3% | 0.29% | +31.7% |
| IWM | ISHARES RUSSELL 2000 ETFetf | $1,015,000 | +4.6% | 6,775 | 0.0% | 0.29% | +7.1% | |
| PJUL | INNOVATOR S&P 500 POWER BUFFER ETF - JULYetf | $1,013,000 | +3.5% | 36,613 | 0.0% | 0.28% | +5.9% | |
| SYK | Sell | STRYKER CORPORATION COMstock | $1,002,000 | -14.6% | 4,810 | -26.1% | 0.28% | -12.7% |
| DWM | Sell | WISDOMTREE INTERNATIONAL EQUITYetf | $998,000 | -12.6% | 21,944 | -14.9% | 0.28% | -10.5% |
| IWN | Sell | ISHARES RUSSELL 2000 VALUEetf | $988,000 | +1.9% | 9,951 | -0.0% | 0.28% | +4.1% |
| XLK | Sell | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $965,000 | +9.8% | 8,266 | -1.7% | 0.27% | +12.4% |
| SOXX | Sell | ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUNDetf | $938,000 | +10.4% | 3,079 | -1.9% | 0.26% | +12.8% |
| ITB | Sell | ISHARES U.S. HOME CONSTRUCTION ETFetf | $931,000 | +25.3% | 16,435 | -2.3% | 0.26% | +28.4% |
| IGV | Sell | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETFetf | $924,000 | +7.3% | 2,969 | -2.0% | 0.26% | +9.7% |
| SUI | Sell | SUN CMNTYS INC COMreit | $874,000 | +0.9% | 6,217 | -2.6% | 0.25% | +3.4% |
| IHI | Sell | ISHARES U.S. MEDICAL DEVICES ETFetf | $841,000 | +11.8% | 2,806 | -1.2% | 0.24% | +14.5% |
| IYC | Sell | ISHARES U.S. CONSUMER SERVICES ETFetf | $837,000 | +12.8% | 3,349 | -1.2% | 0.24% | +15.7% |
| XSW | Sell | SPDR S&P SOFTWARE & SERVICES ETFetf | $820,000 | +5.4% | 6,870 | -1.6% | 0.23% | +7.9% |
| GLD | SPDR GOLD SHARESetf | $820,000 | +5.8% | 4,630 | 0.0% | 0.23% | +8.5% | |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $805,000 | +9.8% | 6,254 | 0.0% | 0.23% | +12.4% | |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $804,000 | +3.6% | 8,352 | +1.2% | 0.23% | +6.6% |
| XSD | New | SPDR S&P SEMICONDUCTOR ETFetf | $777,000 | – | 6,181 | +100.0% | 0.22% | – |
| IYT | New | ISHARES TRANSPORTATION AVERAGE ETFetf | $716,000 | – | 3,599 | +100.0% | 0.20% | – |
| MMM | Sell | 3M CO COMstock | $633,000 | -11.3% | 3,953 | -13.6% | 0.18% | -9.2% |
| SCHV | Sell | SCHWAB U.S. LARGE-CAP VALUEetf | $616,000 | -65.3% | 11,800 | -66.7% | 0.17% | -64.4% |
| AOK | Sell | ISHARES CONSERVATIVE ALLOCATION FUNDetf | $619,000 | +0.3% | 16,640 | -1.8% | 0.17% | +2.4% |
| SCHE | SCHWAB EMERGING MARKETSetf | $608,000 | +9.9% | 22,729 | 0.0% | 0.17% | +12.5% | |
| DLN | Sell | WISDOMTREE U.S. LARGECAP DIVIDEND FUNDetf | $599,000 | +2.0% | 6,174 | -2.3% | 0.17% | +5.0% |
| VWO | Sell | VANGUARD EMERGING MARKETSetf | $594,000 | +8.2% | 13,740 | -0.8% | 0.17% | +10.6% |
| QVAL | Buy | ALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETFetf | $560,000 | +44.0% | 22,894 | +31.8% | 0.16% | +47.7% |
| HON | Buy | HONEYWELL INTL INC COMstock | $551,000 | +15.3% | 3,347 | +1.3% | 0.16% | +18.3% |
| XLI | Buy | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $545,000 | +61.7% | 7,075 | +44.2% | 0.15% | +65.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC COMstock | $541,000 | +21.6% | 9,090 | +12.6% | 0.15% | +24.6% |
| NEE | Buy | NEXTERA ENERGY INC COMstock | $528,000 | +15.8% | 1,902 | +0.1% | 0.15% | +19.2% |
| MCBC | MACATAWA BK CORP COMstock | $519,000 | -16.4% | 79,424 | 0.0% | 0.15% | -14.6% | |
| HBAN | HUNTINGTON BANCSHARES INC COMstock | $442,000 | +1.4% | 48,219 | 0.0% | 0.12% | +4.2% | |
| PHG | Buy | KONINKLIJKE PHILIPS N V NY REG SH NEWadr | $436,000 | +2.8% | 9,240 | +2.0% | 0.12% | +5.1% |
| MGK | Sell | VANGUARD MEGA-CAP GROWTHetf | $424,000 | -7.0% | 2,288 | -18.0% | 0.12% | -4.8% |
| XHB | New | SPDR S&P HOMEBUILDERS ETFetf | $419,000 | – | 7,769 | +100.0% | 0.12% | – |
| EFA | Sell | ISHARES EAFEetf | $410,000 | -4.0% | 6,447 | -8.1% | 0.12% | -0.9% |
| SUSA | ISHARES MSCI USA ESG SELECT ETFetf | $396,000 | +10.0% | 2,693 | 0.0% | 0.11% | +13.1% | |
| XOM | Sell | EXXON MOBIL CORP COMstock | $382,000 | -23.9% | 11,117 | -1.0% | 0.11% | -21.7% |
| ESG | FLEXSHARES STOXX US ESG IMPACT INDEX FUNDetf | $385,000 | +9.1% | 4,724 | 0.0% | 0.11% | +11.3% | |
| IDV | Sell | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $371,000 | -19.3% | 14,864 | -18.9% | 0.10% | -17.3% |
| V | Sell | VISA INC COM CL Astock | $374,000 | -22.1% | 1,868 | -24.9% | 0.10% | -20.5% |
| DSI | ISHARES MSCI KLD 400 SOCIAL ETFetf | $368,000 | +8.2% | 2,879 | 0.0% | 0.10% | +10.6% | |
| WMT | New | WALMART INC COMstock | $359,000 | – | 2,566 | +100.0% | 0.10% | – |
| FB | Sell | FACEBOOK INC CL Astock | $350,000 | -28.7% | 1,336 | -38.2% | 0.10% | -26.7% |
| FXR | FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUNDetf | $353,000 | +8.3% | 8,623 | 0.0% | 0.10% | +10.0% | |
| SIL | Sell | GLOBAL X SILVER MINERS ETFetf | $347,000 | -78.8% | 8,014 | -81.9% | 0.10% | -78.3% |
| ESGG | FLEXSHARES STOXX GLOBAL ESG IMPACT INDEX FUNDetf | $347,000 | +6.8% | 3,160 | 0.0% | 0.10% | +10.1% | |
| PJUN | INNOVATOR S&P 500 POWER BUFFER ETF - JUNEetf | $342,000 | +3.3% | 11,796 | 0.0% | 0.10% | +5.5% | |
| AMZN | Sell | AMAZON COM INC COMstock | $337,000 | +12.0% | 107 | -1.8% | 0.10% | +14.5% |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETFetf | $335,000 | +6.0% | 13,044 | 0.0% | 0.09% | +8.0% | |
| T | Buy | AT&T INC COMstock | $335,000 | +11.7% | 11,758 | +18.4% | 0.09% | +13.3% |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $326,000 | +7.9% | 1,173 | 0.0% | 0.09% | +10.8% | |
| ISMD | Sell | INSPIRE SMALL/MID CAP IMPACT ETFetf | $325,000 | -13.1% | 14,320 | -13.4% | 0.09% | -10.7% |
| UBER | UBER TECHNOLOGIES INC COMstock | $325,000 | +17.3% | 8,915 | 0.0% | 0.09% | +21.1% | |
| BIBL | Sell | INSPIRE 100 ETFetf | $312,000 | -25.0% | 9,370 | -31.4% | 0.09% | -22.8% |
| HD | HOME DEPOT INC COMstock | $311,000 | +10.7% | 1,120 | 0.0% | 0.09% | +14.3% | |
| DGRE | Buy | WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUNDetf | $305,000 | +27.6% | 12,592 | +19.9% | 0.09% | +30.3% |
| SCHM | Sell | SCHWAB U.S. MID-CAP ETFetf | $301,000 | +4.2% | 5,430 | -1.3% | 0.08% | +7.6% |
| DHR | DANAHER CORPORATION COMstock | $296,000 | +21.8% | 1,376 | 0.0% | 0.08% | +23.9% | |
| AMGN | AMGEN INC COMstock | $288,000 | +7.9% | 1,134 | 0.0% | 0.08% | +11.0% | |
| QQQ | INVESCO QQQ TRUSTetf | $289,000 | +12.5% | 1,039 | 0.0% | 0.08% | +14.1% | |
| AGG | ISHARES CORE U.S. AGGREGATE BONDetf | $283,000 | 0.0% | 2,397 | 0.0% | 0.08% | +2.6% | |
| IYE | ISHARES U.S. ENERGY ETFetf | $281,000 | -20.4% | 17,636 | 0.0% | 0.08% | -18.6% | |
| SMLF | ISHARES U.S. SMALL-CAP MULTI-FACTORetf | $272,000 | +4.6% | 7,293 | 0.0% | 0.08% | +6.9% | |
| BABA | New | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $266,000 | – | 904 | +100.0% | 0.08% | – |
| GUNR | FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDetf | $262,000 | +0.4% | 9,430 | 0.0% | 0.07% | +2.8% | |
| DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUNDetf | $264,000 | +9.1% | 5,319 | 0.0% | 0.07% | +10.4% | |
| ACWX | Sell | ISHARES ACWI EX-USetf | $262,000 | -31.1% | 5,699 | -35.2% | 0.07% | -29.5% |
| GOOG | Sell | ALPHABET INC CAP STK CL Cstock | $263,000 | -33.8% | 179 | -36.3% | 0.07% | -32.1% |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC COMstock | $257,000 | -27.4% | 1,846 | -22.4% | 0.07% | -25.8% |
| ETN | EATON CORP PLC SHSstock | $254,000 | +16.5% | 2,492 | 0.0% | 0.07% | +20.0% | |
| BSCN | INVESCO BULLETSHARES 2023 CORPORATE BOND ETFetf | $255,000 | 0.0% | 11,700 | 0.0% | 0.07% | +2.9% | |
| ACN | Sell | ACCENTURE PLC IRELAND SHS CLASS Astock | $253,000 | -26.9% | 1,120 | -30.5% | 0.07% | -25.3% |
| CVX | Sell | CHEVRON CORP NEW COMstock | $245,000 | -22.0% | 3,400 | -3.5% | 0.07% | -19.8% |
| COMT | Sell | ISHARES COMMODITIES SELECTetf | $243,000 | -59.5% | 9,718 | -61.5% | 0.07% | -58.8% |
| DIM | WISDOMTREE INTERNATIONAL MID-CAPetf | $236,000 | +4.4% | 4,216 | 0.0% | 0.07% | +8.1% | |
| DOW | Sell | DOW INC COMstock | $235,000 | +4.0% | 4,990 | -10.0% | 0.07% | +6.5% |
| VUG | VANGUARD GROWTH INDEX FUNDetf | $226,000 | +12.4% | 995 | 0.0% | 0.06% | +16.4% | |
| WEC | WEC ENERGY GROUP INC COMstock | $222,000 | +10.4% | 2,293 | 0.0% | 0.06% | +14.5% | |
| BAC | Sell | BK OF AMERICA CORP COMstock | $215,000 | -24.8% | 8,920 | -25.9% | 0.06% | -22.8% |
| WFC | Buy | WELLS FARGO CO NEW COMstock | $214,000 | -8.2% | 9,104 | +0.1% | 0.06% | -6.2% |
| MRK | New | MERCK & CO. INC COMstock | $210,000 | – | 2,532 | +100.0% | 0.06% | – |
| NUM | NUVEEN MICH QUALITY MUN INCOME COMcef | $177,000 | +3.5% | 12,500 | 0.0% | 0.05% | +6.4% | |
| AMJ | Sell | JP MORGAN ALERIAN MLPetf | $125,000 | -29.0% | 11,624 | -12.7% | 0.04% | -27.1% |
| MRO | MARATHON OIL CORP COMstock | $105,000 | -33.5% | 25,778 | 0.0% | 0.03% | -30.2% | |
| FPI | FARMLAND PARTNERS INC COMreit | $71,000 | -2.7% | 10,670 | 0.0% | 0.02% | 0.0% | |
| DD | Exit | DUPONT DE NEMOURS INC COMstock | $0 | – | -3,839 | -100.0% | -0.06% | – |
| VSGX | Exit | VANGUARD ESG INTERNATIONAL STOCK ETFetf | $0 | – | -4,279 | -100.0% | -0.06% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS COMstock | $0 | – | -1,752 | -100.0% | -0.06% | – |
| DGS | Exit | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUNDetf | $0 | – | -5,829 | -100.0% | -0.06% | – |
| MA | Exit | MASTERCARD INCORPORATED CL Astock | $0 | – | -784 | -100.0% | -0.06% | – |
| SDOG | Exit | ALPS SECTOR DIVIDEND DOGS ETFetf | $0 | – | -6,461 | -100.0% | -0.06% | – |
| CRM | Exit | SALESFORCE COM INC COMstock | $0 | – | -1,252 | -100.0% | -0.06% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLC SPONS ADR Aadr | $0 | – | -7,598 | -100.0% | -0.07% | – |
| SPLV | Exit | INVESCO S&P 500 LOW VOLATILITY ETFetf | $0 | – | -5,310 | -100.0% | -0.07% | – |
| ESGV | Exit | VANGUARD ESG U.S. STOCK ETFetf | $0 | – | -4,793 | -100.0% | -0.07% | – |
| PYPL | Exit | PAYPAL HLDGS INC COMstock | $0 | – | -1,562 | -100.0% | -0.08% | – |
| ADBE | Exit | ADOBE INC COMstock | $0 | – | -633 | -100.0% | -0.08% | – |
| XOP | Exit | SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETFetf | $0 | – | -9,454 | -100.0% | -0.14% | – |
| IEZ | Exit | ISHARES U.S. OIL EQUIPMENT & SERVICES ETFetf | $0 | – | -66,485 | -100.0% | -0.16% | – |
| XHE | Exit | SPDR S&P HEALTH CARE EQUIPMENT ETFetf | $0 | – | -8,150 | -100.0% | -0.20% | – |
| IBB | Exit | ISHARES NASDAQ BIOTECHNOLOGY INDEX FUNDetf | $0 | – | -5,481 | -100.0% | -0.21% | – |
| SCHA | Exit | SCHWAB U.S. SMALL-CAPetf | $0 | – | -22,175 | -100.0% | -0.40% | – |
| SCHG | Exit | SCHWAB U.S. LARGE-CAP GROWTHetf | $0 | – | -19,359 | -100.0% | -0.54% | – |
| INTF | Exit | ISHARES INTERNATIONAL MULTI-FACTORetf | $0 | – | -393,409 | -100.0% | -2.48% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL A | 32 | Q3 2023 | 13.9% |
| ISHARES TR | 32 | Q3 2023 | 12.5% |
| ISHARES TR | 32 | Q3 2023 | 9.9% |
| GENTEX CORP COM | 32 | Q3 2023 | 7.5% |
| ISHARES USA MINIMUM VOLATILITY | 32 | Q3 2023 | 12.1% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 32 | Q3 2023 | 10.7% |
| VANGUARD MID-CAP VALUE INDEX FUND | 32 | Q3 2023 | 4.4% |
| ISHARES TR | 32 | Q3 2023 | 3.8% |
| ABBVIE INC COM | 32 | Q3 2023 | 2.0% |
| ABBOTT LABS COM | 32 | Q3 2023 | 1.6% |
View Well Done, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-21 |
View Well Done, LLC'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.