$364 Million is the total value of Well Done, LLC's 148 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 28.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QUAL | Sell | ISHARES QUALITY FACTORetf | $34,775,000 | +12.4% | 362,543 | -5.1% | 9.56% | +2.0% |
| BRKA | BERKSHIRE HATHAWAY CLASS Astock | $32,076,000 | -1.7% | 120 | 0.0% | 8.82% | -10.7% | |
| IVV | Buy | ISHARES CORE S&P 500etf | $30,099,000 | +25.1% | 97,191 | +4.4% | 8.28% | +13.6% |
| MTUM | Sell | ISHARES MOMENTUM FACTORetf | $24,648,000 | +20.0% | 188,151 | -2.5% | 6.78% | +9.0% |
| GNTX | Sell | GENTEX CORPstock | $19,713,000 | +16.2% | 764,957 | -0.1% | 5.42% | +5.5% |
| USMV | Sell | ISHARES USA MINIMUM VOLATILITYetf | $17,675,000 | +10.6% | 291,520 | -1.5% | 4.86% | +0.4% |
| VLUE | Sell | ISHARES VALUE FACTORetf | $13,232,000 | +8.2% | 183,064 | -5.7% | 3.64% | -1.7% |
| DGRO | Buy | ISHARES DIVIDEND GROWTHetf | $10,322,000 | +20.2% | 274,519 | +4.2% | 2.84% | +9.2% |
| INTF | Sell | ISHARES INTERNATIONAL MULTI-FACTORetf | $9,017,000 | +10.9% | 393,409 | -2.0% | 2.48% | +0.7% |
| XMLV | Sell | INVESCO MID-CAP LOW VOLATILITYetf | $8,175,000 | -4.1% | 197,553 | -7.7% | 2.25% | -12.9% |
| EFAV | Buy | ISHARES EAFE MINIMUM VOLATILITYetf | $7,319,000 | +8.2% | 110,796 | +1.6% | 2.01% | -1.8% |
| ACWV | Sell | ISHARES GLOBAL MINIMUM VOLATILITYetf | $6,789,000 | +8.6% | 77,517 | -0.4% | 1.87% | -1.4% |
| EEMV | Buy | ISHARES EMERGING MINIMUM VOLATILITYetf | $5,988,000 | +10.8% | 115,163 | +0.0% | 1.65% | +0.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY CLASS Bstock | $5,862,000 | -31.9% | 32,841 | -30.3% | 1.61% | -38.2% |
| ABBV | Sell | ABBVIE INC COMstock | $5,831,000 | +26.3% | 59,393 | -2.0% | 1.60% | +14.7% |
| ABT | Sell | ABBOTT LABS COMstock | $5,093,000 | +15.8% | 55,703 | -0.1% | 1.40% | +5.2% |
| XSLV | Sell | INVESCO SMALL-CAP LOW VOLATILITYetf | $4,522,000 | -0.2% | 133,563 | -2.3% | 1.24% | -9.3% |
| IQLT | Sell | ISHARES INTERNATIONAL QUALITY FACTORetf | $4,352,000 | +0.8% | 147,963 | -11.4% | 1.20% | -8.4% |
| SPHQ | Sell | INVESCO S&P 500 QUALITYetf | $4,002,000 | +14.7% | 113,013 | -3.0% | 1.10% | +4.3% |
| VTV | Sell | VANGUARD VALUE INDEXetf | $3,992,000 | +6.6% | 40,087 | -4.7% | 1.10% | -3.2% |
| SPY | Sell | SPDR S&P 500etf | $3,949,000 | +4.6% | 12,807 | -12.6% | 1.09% | -5.1% |
| BSCL | Sell | INVESCO BULLETSHARES 2021 CORPORATE BOND ETFetf | $3,507,000 | -9.9% | 164,103 | -11.6% | 0.96% | -18.2% |
| ACWI | Sell | ISHARES ACWIetf | $3,091,000 | +8.2% | 41,935 | -8.2% | 0.85% | -1.7% |
| MIY | BLACKROCK MUNIYLD MICH QLTY FD COMcef | $2,828,000 | +2.4% | 208,563 | 0.0% | 0.78% | -7.0% | |
| IAU | Buy | ISHARES COMEX GOLD TRUSTetf | $2,655,000 | +15.0% | 156,279 | +2.1% | 0.73% | +4.4% |
| SHY | Sell | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $2,517,000 | -9.5% | 29,059 | -9.4% | 0.69% | -17.8% |
| IWF | ISHARES RUSSELL 1000 GROWTHetf | $2,489,000 | +27.4% | 12,965 | 0.0% | 0.68% | +15.7% | |
| DTN | Sell | WISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUNDetf | $2,363,000 | -4.9% | 32,045 | -16.7% | 0.65% | -13.7% |
| VOE | Sell | VANGUARD MID-CAP VALUEetf | $2,329,000 | -9.4% | 24,339 | -23.0% | 0.64% | -17.7% |
| TCF | TCF FINANCIAL CORPORATION NEW COMstock | $2,315,000 | +29.8% | 78,676 | 0.0% | 0.64% | +18.0% | |
| VOO | Sell | VANGUARD S&P 500 ETFetf | $2,223,000 | +14.1% | 7,842 | -4.7% | 0.61% | +3.6% |
| IJR | Sell | ISHARES S&P SMALL-CAPetf | $2,217,000 | -30.0% | 32,466 | -42.5% | 0.61% | -36.4% |
| BSCK | Sell | INVESCO BULLETSHARES 2020 CORPORATE BOND ETFetf | $2,171,000 | -7.5% | 102,027 | -8.6% | 0.60% | -15.9% |
| CL | COLGATE PALMOLIVE CO COMstock | $2,067,000 | +10.4% | 28,210 | 0.0% | 0.57% | +0.2% | |
| MLHR | MILLER HERMAN INC COMstock | $2,051,000 | +6.4% | 86,859 | 0.0% | 0.56% | -3.4% | |
| RSP | Sell | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $2,025,000 | +4.3% | 19,899 | -13.9% | 0.56% | -5.3% |
| SCHG | Buy | SCHWAB U.S. LARGE-CAP GROWTHetf | $1,966,000 | +35.2% | 19,359 | +6.1% | 0.54% | +23.0% |
| RPG | Sell | INVESCO S&P 500 PURE GROWTH ETFetf | $1,866,000 | +16.6% | 14,413 | -9.9% | 0.51% | +5.8% |
| RPV | Sell | INVESCO S&P 500 PURE VALUEetf | $1,835,000 | +19.0% | 38,439 | -0.4% | 0.50% | +8.1% |
| ITOT | Sell | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $1,809,000 | +19.6% | 26,053 | -1.5% | 0.50% | +8.5% |
| SCHV | SCHWAB U.S. LARGE-CAP VALUEetf | $1,777,000 | +13.2% | 35,457 | 0.0% | 0.49% | +2.9% | |
| JNJ | Sell | JOHNSON & JOHNSON COMstock | $1,740,000 | +6.8% | 12,373 | -0.4% | 0.48% | -2.8% |
| BSCM | INVESCO BULLETSHARES 2022 CORPORATE BOND ETFetf | $1,721,000 | +3.1% | 78,860 | 0.0% | 0.47% | -6.5% | |
| DON | Sell | WISDOMTREE U.S. MID-CAPetf | $1,656,000 | -23.7% | 58,425 | -34.9% | 0.46% | -30.7% |
| SIL | New | GLOBAL X SILVER MINERS ETFetf | $1,640,000 | – | 44,291 | +100.0% | 0.45% | – |
| MSFT | Buy | MICROSOFT CORP COMstock | $1,614,000 | +29.4% | 7,931 | +0.3% | 0.44% | +17.5% |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $1,494,000 | +8.7% | 12,498 | +0.0% | 0.41% | -1.2% |
| AAPL | APPLE INC COMstock | $1,475,000 | +43.5% | 4,042 | 0.0% | 0.41% | +30.5% | |
| SCHA | New | SCHWAB U.S. SMALL-CAPetf | $1,449,000 | – | 22,175 | +100.0% | 0.40% | – |
| DNL | Sell | WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUNDetf | $1,399,000 | +17.2% | 22,177 | -1.8% | 0.38% | +6.4% |
| IJH | Sell | ISHARES S&P MID-CAPetf | $1,350,000 | -22.6% | 7,590 | -37.4% | 0.37% | -29.7% |
| SYK | Sell | STRYKER CORPORATION COMstock | $1,173,000 | -4.7% | 6,510 | -11.9% | 0.32% | -13.4% |
| DWM | Sell | WISDOMTREE INTERNATIONAL EQUITYetf | $1,142,000 | +10.2% | 25,792 | -1.7% | 0.31% | 0.0% |
| PJUL | INNOVATOR S&P 500 POWER BUFFER ETF - JULYetf | $979,000 | +11.8% | 36,613 | 0.0% | 0.27% | +1.5% | |
| IWN | Sell | ISHARES RUSSELL 2000 VALUEetf | $970,000 | -0.9% | 9,952 | -16.6% | 0.27% | -9.8% |
| IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $970,000 | +83.4% | 6,775 | +46.5% | 0.27% | +66.9% |
| CZA | Sell | INVESCO ZACKS MID-CAPetf | $965,000 | -51.1% | 15,700 | -57.9% | 0.26% | -55.7% |
| VTI | Sell | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $961,000 | +20.0% | 6,139 | -1.2% | 0.26% | +8.6% |
| XNTK | Sell | SPDR NYSE TECHNOLOGY ETFetf | $891,000 | +32.6% | 8,967 | -2.3% | 0.24% | +20.7% |
| XLK | Sell | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $879,000 | +26.7% | 8,412 | -2.6% | 0.24% | +15.2% |
| SUI | Buy | SUN CMNTYS INC COMreit | $866,000 | +71.1% | 6,383 | +57.6% | 0.24% | +55.6% |
| IGV | Buy | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETFetf | $861,000 | +45.7% | 3,029 | +7.8% | 0.24% | +32.4% |
| SOXX | Sell | ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUNDetf | $850,000 | +23.0% | 3,138 | -6.8% | 0.23% | +12.0% |
| SSUS | New | DAY HAGAN/NED DAVIS RESEARCH SMART SECTOR ETFetf | $794,000 | – | 33,084 | +100.0% | 0.22% | – |
| XSW | Sell | SPDR S&P SOFTWARE & SERVICES ETFetf | $778,000 | +32.5% | 6,979 | -2.5% | 0.21% | +20.2% |
| GLD | Buy | SPDR GOLD SHARESetf | $775,000 | +107.8% | 4,630 | +83.7% | 0.21% | +88.5% |
| JPM | Sell | JPMORGAN CHASE & CO COMstock | $776,000 | +4.0% | 8,254 | -0.4% | 0.21% | -5.8% |
| IHI | Buy | ISHARES U.S. MEDICAL DEVICES ETFetf | $752,000 | +29.0% | 2,839 | +9.7% | 0.21% | +16.9% |
| IBB | New | ISHARES NASDAQ BIOTECHNOLOGY INDEX FUNDetf | $749,000 | – | 5,481 | +100.0% | 0.21% | – |
| IYC | Buy | ISHARES U.S. CONSUMER SERVICES ETFetf | $742,000 | +34.7% | 3,388 | +9.0% | 0.20% | +22.2% |
| ITB | New | ISHARES U.S. HOME CONSTRUCTION ETFetf | $743,000 | – | 16,818 | +100.0% | 0.20% | – |
| VIG | Sell | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $733,000 | +7.8% | 6,254 | -5.0% | 0.20% | -1.9% |
| XHE | Sell | SPDR S&P HEALTH CARE EQUIPMENT ETFetf | $729,000 | +21.9% | 8,150 | -2.3% | 0.20% | +10.5% |
| MMM | Sell | 3M CO COMstock | $714,000 | +12.4% | 4,577 | -1.6% | 0.20% | +2.1% |
| MCBC | Buy | MACATAWA BK CORP COMstock | $621,000 | +16.9% | 79,424 | +6.5% | 0.17% | +6.2% |
| AOK | Buy | ISHARES CONSERVATIVE ALLOCATION FUNDetf | $617,000 | +8.1% | 16,942 | +0.1% | 0.17% | -1.7% |
| COMT | Sell | ISHARES COMMODITIES SELECTetf | $600,000 | -50.4% | 25,250 | -53.1% | 0.16% | -54.9% |
| DLN | Sell | WISDOMTREE U.S. LARGECAP DIVIDEND FUNDetf | $587,000 | +4.3% | 6,320 | -9.2% | 0.16% | -5.3% |
| IEZ | New | ISHARES U.S. OIL EQUIPMENT & SERVICES ETFetf | $572,000 | – | 66,485 | +100.0% | 0.16% | – |
| SCHE | SCHWAB EMERGING MARKETSetf | $553,000 | +17.7% | 22,729 | 0.0% | 0.15% | +7.0% | |
| VWO | Sell | VANGUARD EMERGING MARKETSetf | $549,000 | -4.7% | 13,850 | -19.3% | 0.15% | -13.2% |
| XOM | Buy | EXXON MOBIL CORP COMstock | $502,000 | +19.0% | 11,229 | +1.0% | 0.14% | +7.8% |
| XOP | New | SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETFetf | $493,000 | – | 9,454 | +100.0% | 0.14% | – |
| FB | Sell | FACEBOOK INC CL Astock | $491,000 | +35.3% | 2,162 | -0.6% | 0.14% | +22.7% |
| V | Buy | VISA INC COM CL Astock | $480,000 | +20.3% | 2,486 | +0.5% | 0.13% | +9.1% |
| HON | Sell | HONEYWELL INTL INC COMstock | $478,000 | +6.7% | 3,303 | -1.3% | 0.13% | -3.7% |
| IDV | Sell | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $460,000 | -25.3% | 18,329 | -32.7% | 0.13% | -32.1% |
| MGK | VANGUARD MEGA-CAP GROWTHetf | $456,000 | +28.5% | 2,791 | 0.0% | 0.12% | +16.8% | |
| NEE | Buy | NEXTERA ENERGY INC COMstock | $456,000 | -0.2% | 1,901 | +0.1% | 0.12% | -9.4% |
| VZ | Sell | VERIZON COMMUNICATIONS INC COMstock | $445,000 | -4.3% | 8,070 | -6.7% | 0.12% | -13.5% |
| HBAN | HUNTINGTON BANCSHARES INC COMstock | $436,000 | +10.1% | 48,219 | 0.0% | 0.12% | 0.0% | |
| EFA | Sell | ISHARES EAFEetf | $427,000 | -60.2% | 7,017 | -65.1% | 0.12% | -64.0% |
| PHG | KONINKLIJKE PHILIPS N V NY REG SH NEWadr | $424,000 | +16.5% | 9,058 | 0.0% | 0.12% | +6.4% | |
| BIBL | Sell | INSPIRE 100 ETFetf | $416,000 | +18.5% | 13,660 | -3.2% | 0.11% | +7.5% |
| GOOG | Sell | ALPHABET INC CAP STK CL Cstock | $397,000 | +20.3% | 281 | -1.1% | 0.11% | +9.0% |
| QVAL | New | ALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETFetf | $389,000 | – | 17,372 | +100.0% | 0.11% | – |
| ACWX | Sell | ISHARES ACWI EX-USetf | $380,000 | +1.1% | 8,789 | -11.9% | 0.10% | -7.9% |
| ISMD | Buy | INSPIRE SMALL/MID CAP IMPACT ETFetf | $374,000 | +20.3% | 16,533 | +2.3% | 0.10% | +9.6% |
| SUSA | ISHARES MSCI USA ESG SELECT ETFetf | $360,000 | +21.6% | 2,693 | 0.0% | 0.10% | +10.0% | |
| IYE | ISHARES U.S. ENERGY ETFetf | $353,000 | +30.7% | 17,636 | 0.0% | 0.10% | +18.3% | |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC COMstock | $354,000 | +8.6% | 2,379 | -0.3% | 0.10% | -2.0% |
| ESG | FLEXSHARES STOXX US ESG IMPACT INDEX FUNDetf | $353,000 | +20.5% | 4,724 | 0.0% | 0.10% | +9.0% | |
| ACN | Sell | ACCENTURE PLC IRELAND SHS CLASS Astock | $346,000 | +30.6% | 1,611 | -0.8% | 0.10% | +18.8% |
| DSI | ISHARES MSCI KLD 400 SOCIAL ETFetf | $340,000 | +21.4% | 2,879 | 0.0% | 0.09% | +10.6% | |
| XLI | New | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $337,000 | – | 4,905 | +100.0% | 0.09% | – |
| PJUN | New | INNOVATOR S&P 500 POWER BUFFER ETF - JUNEetf | $331,000 | – | 11,796 | +100.0% | 0.09% | – |
| FXR | New | FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUNDetf | $326,000 | – | 8,623 | +100.0% | 0.09% | – |
| ESGG | FLEXSHARES STOXX GLOBAL ESG IMPACT INDEX FUNDetf | $325,000 | +18.6% | 3,160 | 0.0% | 0.09% | +7.2% | |
| AIRR | New | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETFetf | $316,000 | – | 13,044 | +100.0% | 0.09% | – |
| CVX | CHEVRON CORP NEW COMstock | $314,000 | +23.1% | 3,523 | 0.0% | 0.09% | +11.7% | |
| DIA | New | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $302,000 | – | 1,173 | +100.0% | 0.08% | – |
| AMZN | Sell | AMAZON COM INC COMstock | $301,000 | +24.4% | 109 | -12.1% | 0.08% | +13.7% |
| T | AT&T INC COMstock | $300,000 | +3.4% | 9,932 | 0.0% | 0.08% | -5.7% | |
| BAC | Sell | BK OF AMERICA CORP COMstock | $286,000 | +10.4% | 12,045 | -1.2% | 0.08% | +1.3% |
| SCHM | Sell | SCHWAB U.S. MID-CAP ETFetf | $289,000 | +23.5% | 5,500 | -0.8% | 0.08% | +11.3% |
| AGG | Sell | ISHARES CORE U.S. AGGREGATE BONDetf | $283,000 | +2.2% | 2,397 | -0.1% | 0.08% | -7.1% |
| HD | Sell | HOME DEPOT INC COMstock | $281,000 | +32.5% | 1,120 | -1.3% | 0.08% | +20.3% |
| UBER | New | UBER TECHNOLOGIES INC COMstock | $277,000 | – | 8,915 | +100.0% | 0.08% | – |
| ADBE | Sell | ADOBE INC COMstock | $276,000 | +25.5% | 633 | -8.5% | 0.08% | +13.4% |
| PYPL | New | PAYPAL HLDGS INC COMstock | $272,000 | – | 1,562 | +100.0% | 0.08% | – |
| ESGV | VANGUARD ESG U.S. STOCK ETFetf | $270,000 | +23.3% | 4,793 | 0.0% | 0.07% | +12.1% | |
| SPLV | Sell | INVESCO S&P 500 LOW VOLATILITY ETFetf | $264,000 | -21.7% | 5,310 | -26.2% | 0.07% | -28.4% |
| AMGN | AMGEN INC COMstock | $267,000 | +16.1% | 1,134 | 0.0% | 0.07% | +4.3% | |
| GUNR | Sell | FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDetf | $261,000 | +16.5% | 9,430 | -5.0% | 0.07% | +5.9% |
| SMLF | ISHARES U.S. SMALL-CAP MULTI-FACTORetf | $260,000 | +19.8% | 7,293 | 0.0% | 0.07% | +9.1% | |
| QQQ | Sell | INVESCO QQQ TRUSTetf | $257,000 | +8.4% | 1,039 | -16.4% | 0.07% | -1.4% |
| BSCN | New | INVESCO BULLETSHARES 2023 CORPORATE BOND ETFetf | $255,000 | – | 11,700 | +100.0% | 0.07% | – |
| RDSA | Sell | ROYAL DUTCH SHELL PLC SPONS ADR Aadr | $248,000 | -13.9% | 7,598 | -7.9% | 0.07% | -21.8% |
| DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUNDetf | $242,000 | +16.9% | 5,319 | 0.0% | 0.07% | +6.3% | |
| DHR | New | DANAHER CORPORATION COMstock | $243,000 | – | 1,376 | +100.0% | 0.07% | – |
| DGRE | New | WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUNDetf | $239,000 | – | 10,505 | +100.0% | 0.07% | – |
| CRM | New | SALESFORCE COM INC COMstock | $235,000 | – | 1,252 | +100.0% | 0.06% | – |
| SDOG | Sell | ALPS SECTOR DIVIDEND DOGS ETFetf | $235,000 | -38.6% | 6,461 | -47.2% | 0.06% | -44.0% |
| MA | New | MASTERCARD INCORPORATED CL Astock | $232,000 | – | 784 | +100.0% | 0.06% | – |
| WFC | Buy | WELLS FARGO CO NEW COMstock | $233,000 | -10.4% | 9,099 | +0.6% | 0.06% | -19.0% |
| DOW | New | DOW INC COMstock | $226,000 | – | 5,544 | +100.0% | 0.06% | – |
| DIM | Sell | WISDOMTREE INTERNATIONAL MID-CAPetf | $226,000 | -8.1% | 4,216 | -19.6% | 0.06% | -16.2% |
| DGS | Sell | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUNDetf | $227,000 | -13.4% | 5,829 | -26.6% | 0.06% | -21.5% |
| ETN | New | EATON CORP PLC SHSstock | $218,000 | – | 2,492 | +100.0% | 0.06% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS COMstock | $212,000 | – | 1,752 | +100.0% | 0.06% | – |
| VSGX | New | VANGUARD ESG INTERNATIONAL STOCK ETFetf | $206,000 | – | 4,279 | +100.0% | 0.06% | – |
| DD | New | DUPONT DE NEMOURS INC COMstock | $204,000 | – | 3,839 | +100.0% | 0.06% | – |
| VUG | New | VANGUARD GROWTH INDEX FUNDetf | $201,000 | – | 995 | +100.0% | 0.06% | – |
| WEC | WEC ENERGY GROUP INC COMstock | $201,000 | -0.5% | 2,293 | 0.0% | 0.06% | -9.8% | |
| AMJ | Buy | JP MORGAN ALERIAN MLPetf | $176,000 | +64.5% | 13,310 | +12.6% | 0.05% | +50.0% |
| NUM | NUVEEN MICH QUALITY MUN INCOME COMcef | $171,000 | +1.8% | 12,500 | 0.0% | 0.05% | -7.8% | |
| MRO | New | MARATHON OIL CORP COMstock | $158,000 | – | 25,778 | +100.0% | 0.04% | – |
| FPI | FARMLAND PARTNERS INC COMreit | $73,000 | +12.3% | 10,670 | 0.0% | 0.02% | 0.0% | |
| HOMB | Exit | HOME BANCSHARES INC COMstock | $0 | – | -10,715 | -100.0% | -0.04% | – |
| IEF | Exit | ISHARES 7-10 YEAR TREASURY BONDetf | $0 | – | -2,100 | -100.0% | -0.08% | – |
| RZG | Exit | INVESCO S&P SMALL-CAP 600 PURE GROWTHetf | $0 | – | -4,139 | -100.0% | -0.10% | – |
| XLU | Exit | UTILITIES SELECT SECTOR SPDR FUNDetf | $0 | – | -8,614 | -100.0% | -0.14% | – |
| IDU | Exit | ISHARES U.S. UTILITIES ETFetf | $0 | – | -3,564 | -100.0% | -0.15% | – |
| IVLU | Exit | ISHARES INTERNATIONAL VALUE FACTORetf | $0 | – | -30,078 | -100.0% | -0.16% | – |
| IAI | Exit | ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETFetf | $0 | – | -10,423 | -100.0% | -0.16% | – |
| SLV | Exit | ISHARES SILVER TRUSTetf | $0 | – | -49,817 | -100.0% | -0.20% | – |
| EUSA | Exit | ISHARES MSCI USA EQUAL WEIGHTED ETFetf | $0 | – | -13,920 | -100.0% | -0.20% | – |
| EFV | Exit | ISHARES EAFE VALUEetf | $0 | – | -18,810 | -100.0% | -0.20% | – |
| VHT | Exit | VANGUARD HEALTH CAREetf | $0 | – | -6,425 | -100.0% | -0.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-20
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.