Well Done, LLC - Q1 2021 holdings

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$436 Million is the total value of Well Done, LLC's 169 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 15.3% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
BRKA BuyBERKSHIRE HATHAWAY CLASS Astock$46,670,000
+12.8%
121
+1.7%
10.71%
+4.6%
QUAL SellISHARES QUALITY FACTORetf$39,450,000
+4.3%
323,941
-0.5%
9.06%
-3.3%
IVV BuyISHARES CORE S&P 500etf$39,265,000
+7.2%
98,701
+1.1%
9.01%
-0.6%
MTUM SellISHARES MOMENTUM FACTORetf$26,037,000
-2.8%
161,861
-2.6%
5.98%
-9.9%
GNTX SellGENTEX CORPstock$20,706,000
+2.5%
580,487
-2.5%
4.75%
-4.9%
USMV SellISHARES USA MINIMUM VOLATILITYetf$18,772,000
-6.7%
271,310
-8.5%
4.31%
-13.5%
VLUE BuyISHARES VALUE FACTORetf$17,740,000
+21.9%
173,141
+3.4%
4.07%
+13.1%
DGRO SellISHARES DIVIDEND GROWTHetf$12,155,000
+1.5%
251,817
-5.7%
2.79%
-5.8%
BSCM SellINVESCO BULLETSHARES 2022 CORPORATE BOND ETFetf$11,911,000
-2.5%
550,434
-2.0%
2.73%
-9.6%
ACWV BuyISHARES GLOBAL MINIMUM VOLATILITYetf$8,709,000
+12.9%
88,278
+10.9%
2.00%
+4.7%
BRKB BuyBERKSHIRE HATHAWAY CLASS Bstock$8,193,000
+13.1%
32,071
+2.6%
1.88%
+4.9%
EFAV SellISHARES EAFE MINIMUM VOLATILITYetf$7,489,000
-4.2%
102,602
-3.6%
1.72%
-11.1%
XMLV SellINVESCO MID-CAP LOW VOLATILITYetf$6,544,000
-2.3%
124,974
-10.2%
1.50%
-9.4%
ABBV SellABBVIE INC COMstock$6,380,000
+0.1%
58,955
-0.8%
1.46%
-7.1%
ABT BuyABBOTT LABS COMstock$6,305,000
+9.6%
52,613
+0.1%
1.45%
+1.7%
EEMV SellISHARES EMERGING MINIMUM VOLATILITYetf$6,070,000
-3.5%
96,108
-6.6%
1.39%
-10.5%
SPY SellSPDR S&P 500etf$5,230,000
+4.6%
13,197
-1.3%
1.20%
-3.0%
SPHQ SellINVESCO S&P 500 QUALITYetf$4,888,000
+4.7%
110,256
-0.6%
1.12%
-2.9%
IJR BuyISHARES S&P SMALL-CAPetf$4,606,000
+70.1%
42,437
+44.0%
1.06%
+57.8%
XSLV SellINVESCO SMALL-CAP LOW VOLATILITYetf$4,588,000
+3.4%
99,980
-8.2%
1.05%
-4.1%
IQLT BuyISHARES INTERNATIONAL QUALITY FACTORetf$4,350,000
+10.0%
119,387
+7.6%
1.00%
+2.0%
ACWI BuyISHARES ACWIetf$3,612,000
+10.3%
37,960
+5.1%
0.83%
+2.3%
VTV BuyVANGUARD VALUE INDEXetf$3,509,000
+18.8%
26,690
+7.5%
0.80%
+10.1%
IWF  ISHARES RUSSELL 1000 GROWTHetf$3,151,000
+0.8%
12,9650.0%0.72%
-6.6%
MIY  BLACKROCK MUNIYLD MICH QLTY FD COMcef$3,135,000
+3.2%
208,5630.0%0.72%
-4.3%
AAPL BuyAPPLE INC COMstock$2,892,000
-7.3%
23,678
+0.7%
0.66%
-14.0%
BSCL SellINVESCO BULLETSHARES 2021 CORPORATE BOND ETFetf$2,855,000
-33.2%
135,096
-33.0%
0.66%
-38.1%
TCF SellTCF FINL CORP COMstock$2,796,000
+17.5%
60,176
-6.4%
0.64%
+9.0%
ITOT BuyISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf$2,780,000
+9.1%
30,345
+2.7%
0.64%
+1.3%
RSP SellINVESCO S&P 500 EQUAL WEIGHT ETFetf$2,698,000
+6.3%
19,047
-4.3%
0.62%
-1.4%
VOE SellVANGUARD MID-CAP VALUEetf$2,614,000
+1.1%
19,382
-10.8%
0.60%
-6.2%
MSFT BuyMICROSOFT CORP COMstock$2,588,000
+9.8%
10,975
+3.5%
0.59%
+1.7%
JNJ BuyJOHNSON & JOHNSON COMstock$2,457,000
+6.4%
14,949
+1.8%
0.56%
-1.2%
SOXX BuyISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUNDetf$2,455,000
+78.5%
5,790
+59.6%
0.56%
+65.9%
VOO SellVANGUARD S&P 500 ETFetf$2,343,000
-13.1%
6,432
-18.0%
0.54%
-19.3%
VUG BuyVANGUARD GROWTH INDEX FUNDetf$2,224,000
+129.0%
8,653
+125.9%
0.51%
+112.9%
CL  COLGATE PALMOLIVE CO COMstock$2,224,000
-7.8%
28,2100.0%0.51%
-14.4%
DON SellWISDOMTREE U.S. MID-CAPetf$2,167,000
+13.5%
53,618
-2.3%
0.50%
+5.1%
RPG SellINVESCO S&P 500 PURE GROWTH ETFetf$2,082,000
-11.0%
12,676
-11.7%
0.48%
-17.4%
DTN SellWISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUNDetf$2,078,000
+7.3%
22,040
-4.7%
0.48%
-0.4%
IJH BuyISHARES S&P MID-CAPetf$1,827,000
+15.4%
7,021
+1.9%
0.42%
+6.9%
PG BuyPROCTER AND GAMBLE CO COMstock$1,820,000
+0.7%
13,442
+3.5%
0.42%
-6.5%
DNL BuyWISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUNDetf$1,680,000
+2.3%
21,635
+0.3%
0.39%
-5.2%
VTI BuyVANGUARD TOTAL STOCK MARKET INDEX FUNDetf$1,624,000
+35.9%
7,859
+28.0%
0.37%
+26.0%
IYT BuyISHARES TRANSPORTATION AVERAGE ETFetf$1,574,000
+108.5%
6,111
+78.6%
0.36%
+93.0%
ITB BuyISHARES U.S. HOME CONSTRUCTION ETFetf$1,565,000
+82.2%
23,059
+49.8%
0.36%
+68.5%
MLHR SellMILLER HERMAN INC COMstock$1,539,000
+18.9%
37,389
-2.3%
0.35%
+10.3%
IWM BuyISHARES RUSSELL 2000 ETFetf$1,515,000
+19.5%
6,855
+6.0%
0.35%
+10.8%
IYJ NewISHARES U.S. INDUSTRIALS ETFetf$1,509,000–14,281
+100.0%
0.35%–
IYC BuyISHARES U.S. CONSUMER SERVICES ETFetf$1,469,000
+66.0%
19,632
+56.4%
0.34%
+53.9%
IAU SellISHARES COMEX GOLD TRUSTetf$1,458,000
-39.9%
89,668
-33.0%
0.34%
-44.2%
IEZ NewISHARES U.S. OIL EQUIPMENT & SERVICES ETFetf$1,460,000–108,864
+100.0%
0.34%–
CZA  INVESCO ZACKS MID-CAPetf$1,449,000
+10.7%
17,2030.0%0.33%
+2.8%
KRE BuySPDR S&P REGIONAL BANKING ETFetf$1,438,000
+31.1%
21,671
+2.6%
0.33%
+21.8%
IAT NewISHARES U.S. REGIONAL BANKS ETFetf$1,358,000–23,962
+100.0%
0.31%–
JPM BuyJPMORGAN CHASE & CO COMstock$1,328,000
+25.0%
8,723
+4.4%
0.30%
+16.0%
XNTK BuySPDR NYSE TECHNOLOGY ETFetf$1,306,000
+5.2%
9,024
+2.7%
0.30%
-2.3%
QQQ BuyINVESCO QQQ TRUSTetf$1,252,000
+91.7%
3,923
+88.4%
0.29%
+77.2%
IWP BuyISHARES RUSSELL MID-CAP GROWTHetf$1,200,000
+115.1%
11,762
+116.3%
0.28%
+99.3%
XSD BuySPDR S&P SEMICONDUCTOR ETFetf$1,174,000
+10.3%
6,424
+3.1%
0.27%
+2.3%
SYK  STRYKER CORPORATION COMstock$1,172,000
-0.6%
4,8100.0%0.27%
-7.9%
SSUS SellDAY HAGAN/NED DAVIS RESEARCH SMART SECTOR ETFetf$1,127,000
+5.5%
36,508
-0.0%
0.26%
-1.9%
XSW BuySPDR S&P SOFTWARE & SERVICES ETFetf$1,129,000
+5.3%
7,169
+3.1%
0.26%
-2.3%
SUI SellSUN CMNTYS INC COMreit$1,037,000
-3.9%
6,910
-2.6%
0.24%
-10.9%
XLI BuyINDUSTRIAL SELECT SECTOR SPDR FUNDetf$981,000
+56.7%
9,965
+40.8%
0.22%
+45.2%
WPM NewWHEATON PRECIOUS METALS CORP COMstock$958,000–25,084
+100.0%
0.22%–
NEE BuyNEXTERA ENERGY INC COMstock$923,000
+2.8%
12,208
+4.9%
0.21%
-4.5%
PJUL SellINNOVATOR S&P 500 POWER BUFFER ETF - JULYetf$912,000
-13.4%
31,083
-15.1%
0.21%
-19.9%
DWM SellWISDOMTREE INTERNATIONAL EQUITYetf$908,000
-0.3%
17,265
-4.0%
0.21%
-7.6%
VIG SellVANGUARD DIVIDEND APPRECIATION INDEX FUNDetf$886,000
+0.3%
6,025
-3.7%
0.20%
-7.3%
XOM SellEXXON MOBIL CORP COMstock$860,000
+31.3%
15,397
-3.0%
0.20%
+21.6%
ETN BuyEATON CORP PLC SHSstock$791,000
+19.8%
5,717
+4.1%
0.18%
+11.7%
MCBC  MACATAWA BK CORP COMstock$785,000
+18.8%
78,9320.0%0.18%
+9.8%
AIRR BuyFIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETFetf$752,000
+69.8%
18,534
+42.1%
0.17%
+57.3%
QVAL BuyALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETFetf$749,000
+18.3%
23,023
+2.0%
0.17%
+9.6%
GLD  SPDR GOLD SHARESetf$741,000
-10.3%
4,6300.0%0.17%
-16.7%
MMM Buy3M CO COMstock$737,000
+10.2%
3,827
+0.0%
0.17%
+1.8%
HON BuyHONEYWELL INTL INC COMstock$725,000
+5.5%
3,342
+2.9%
0.17%
-2.4%
FXR BuyFIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUNDetf$721,000
+66.5%
12,730
+47.6%
0.17%
+55.1%
DLN  WISDOMTREE U.S. LARGECAP DIVIDEND FUNDetf$715,000
+6.7%
6,2320.0%0.16%
-1.2%
XHB BuySPDR S&P HOMEBUILDERS ETFetf$701,000
+39.1%
9,958
+13.9%
0.16%
+28.8%
HD BuyHOME DEPOT INC COMstock$690,000
+22.1%
2,262
+6.4%
0.16%
+12.9%
VWO SellVANGUARD EMERGING MARKETSetf$679,000
-3.3%
13,042
-6.8%
0.16%
-10.3%
SCHE SellSCHWAB EMERGING MARKETSetf$674,000
-3.3%
21,210
-6.7%
0.16%
-9.9%
RPV BuyINVESCO S&P 500 PURE VALUEetf$671,000
+37.8%
9,069
+14.4%
0.15%
+27.3%
AOK  ISHARES CONSERVATIVE ALLOCATION FUNDetf$643,000
-0.3%
16,6400.0%0.15%
-7.5%
VGT NewVANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf$610,000–1,701
+100.0%
0.14%–
ISMD BuyINSPIRE SMALL/MID CAP IMPACT ETFetf$601,000
+38.5%
16,885
+16.3%
0.14%
+29.0%
IYE  ISHARES U.S. ENERGY ETFetf$587,000
+29.6%
22,3900.0%0.14%
+20.5%
IVLU BuyISHARES INTERNATIONAL VALUE FACTORetf$574,000
+91.3%
22,691
+72.0%
0.13%
+78.4%
SCHV  SCHWAB U.S. LARGE-CAP VALUEetf$572,000
+9.8%
8,7550.0%0.13%
+1.6%
AMGN BuyAMGEN INC COMstock$570,000
+15.9%
2,289
+6.9%
0.13%
+7.4%
CVX BuyCHEVRON CORP NEW COMstock$568,000
+34.9%
5,424
+8.8%
0.13%
+25.0%
VZ BuyVERIZON COMMUNICATIONS INC COMstock$553,000
+0.2%
9,516
+1.3%
0.13%
-7.3%
BIBL BuyINSPIRE 100 ETFetf$533,000
+49.7%
13,649
+40.4%
0.12%
+38.6%
PHG  KONINKLIJKE PHILIPS N V NY REG SH NEWadr$527,000
+5.2%
9,2400.0%0.12%
-2.4%
EFA BuyISHARES EAFEetf$502,000
+22.4%
6,615
+17.7%
0.12%
+13.9%
UBER BuyUBER TECHNOLOGIES INC COMstock$492,000
+8.1%
9,032
+1.3%
0.11%0.0%
DIS BuyDISNEY WALT CO COMstock$493,000
+27.1%
2,671
+24.7%
0.11%
+17.7%
ACN BuyACCENTURE PLC IRELAND SHS CLASS Astock$484,000
+64.6%
1,751
+55.4%
0.11%
+52.1%
MGK  VANGUARD MEGA-CAP GROWTHetf$474,000
+1.7%
2,2880.0%0.11%
-5.2%
SUSA  ISHARES MSCI USA ESG SELECT ETFetf$473,000
+6.8%
5,3860.0%0.11%
-0.9%
ESG  FLEXSHARES STOXX US ESG IMPACT INDEX FUNDetf$460,000
+6.5%
4,7240.0%0.11%
-0.9%
COMT BuyISHARES COMMODITIES SELECTetf$453,000
+53.6%
15,149
+36.8%
0.10%
+42.5%
MCD BuyMCDONALDS CORP COMstock$442,000
+10.2%
1,972
+5.4%
0.10%
+2.0%
SCHM BuySCHWAB U.S. MID-CAP ETFetf$432,000
+15.2%
5,800
+5.5%
0.10%
+6.5%
WFC BuyWELLS FARGO CO NEW COMstock$427,000
+108.3%
10,926
+60.6%
0.10%
+92.2%
V BuyVISA INC COM CL Astock$427,000
+3.9%
2,019
+7.6%
0.10%
-3.9%
AMZN BuyAMAZON COM INC COMstock$418,000
+20.1%
135
+26.2%
0.10%
+11.6%
ESGG  FLEXSHARES STOXX GLOBAL ESG IMPACT INDEX FUNDetf$413,000
+5.1%
3,1600.0%0.10%
-2.1%
FB BuyFACEBOOK INC CL Astock$391,000
+22.6%
1,326
+13.5%
0.09%
+13.9%
HBAN SellHUNTINGTON BANCSHARES INC COMstock$393,000
-35.5%
25,031
-48.1%
0.09%
-40.4%
DIA  SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf$387,000
+7.8%
1,1730.0%0.09%0.0%
DSI SellISHARES MSCI KLD 400 SOCIAL ETFetf$384,000
-6.8%
5,035
-12.6%
0.09%
-13.7%
PFE  PFIZER INC COMstock$381,000
-1.6%
10,5060.0%0.09%
-9.4%
PM BuyPHILIP MORRIS INTL INC COMstock$378,000
+19.2%
4,255
+11.2%
0.09%
+11.5%
GOOG BuyALPHABET INC CAP STK CL Cstock$381,000
+20.2%
184
+1.7%
0.09%
+11.5%
INTC BuyINTEL CORP COMstock$372,000
+49.4%
5,811
+16.4%
0.08%
+37.1%
WMT BuyWALMART INC COMstock$364,000
-0.5%
2,682
+5.7%
0.08%
-7.7%
PJUN  INNOVATOR S&P 500 POWER BUFFER ETF - JUNEetf$362,000
+2.0%
11,7960.0%0.08%
-5.7%
BAC BuyBK OF AMERICA CORP COMstock$355,000
+31.5%
9,169
+2.8%
0.08%
+20.9%
DOW SellDOW INC COMstock$345,000
+15.0%
5,396
-0.3%
0.08%
+6.8%
GUNR  FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDetf$341,000
+11.1%
9,4300.0%0.08%
+2.6%
DHR BuyDANAHER CORPORATION COMstock$339,000
+10.8%
1,504
+9.3%
0.08%
+2.6%
FITB  FIFTH THIRD BANCORP COMstock$336,000
+37.1%
8,9700.0%0.08%
+26.2%
SIL SellGLOBAL X SILVER MINERS ETFetf$329,000
-75.1%
8,236
-71.6%
0.08%
-76.8%
IBM SellINTERNATIONAL BUSINESS MACHS COMstock$328,000
+5.5%
2,465
-0.3%
0.08%
-2.6%
IGF BuyISHARES GLOBAL INFRASTRUCTUREetf$319,000
+15.6%
7,072
+12.1%
0.07%
+7.4%
ACWX  ISHARES ACWI EX-USetf$314,000
+4.0%
5,6990.0%0.07%
-4.0%
DGRE SellWISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUNDetf$311,000
-12.9%
10,477
-16.8%
0.07%
-19.3%
DGRW  WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUNDetf$304,000
+5.9%
5,3190.0%0.07%
-1.4%
ADP BuyAUTOMATIC DATA PROCESSING INC COMstock$305,000
+25.0%
1,618
+17.0%
0.07%
+16.7%
REGL NewPROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETFetf$294,000–4,221
+100.0%
0.07%–
PNC BuyPNC FINL SVCS GROUP INC COMstock$287,000
+27.6%
1,635
+8.5%
0.07%
+17.9%
PEP BuyPEPSICO INC COMstock$271,000
+8.4%
1,918
+13.7%
0.06%0.0%
PYPL BuyPAYPAL HLDGS INC COMstock$260,000
+23.2%
1,070
+18.8%
0.06%
+15.4%
MRK BuyMERCK & CO. INC COMstock$260,000
+17.1%
3,374
+24.0%
0.06%
+9.1%
MO BuyALTRIA GROUP INC COMstock$256,000
+35.4%
4,997
+8.5%
0.06%
+25.5%
BSCN  INVESCO BULLETSHARES 2023 CORPORATE BOND ETFetf$255,000
-0.4%
11,7000.0%0.06%
-6.3%
DD BuyDUPONT DE NEMOURS INC COMstock$248,000
+8.8%
3,210
+0.1%
0.06%
+1.8%
MRO SellMARATHON OIL CORP COMstock$249,000
+44.8%
23,288
-9.7%
0.06%
+32.6%
RFV  INVESCO S&P MIDCAP 400 PURE VALUE ETFetf$247,000
+22.3%
2,7400.0%0.06%
+14.0%
IMTM NewISHARES MSCI INTL MOMENTUM FACTOR ETFetf$243,000–6,458
+100.0%
0.06%–
SDOG BuyALPS SECTOR DIVIDEND DOGS ETFetf$239,000
+15.5%
4,636
+0.1%
0.06%
+7.8%
ALL BuyALLSTATE CORP COMstock$241,000
+5.7%
2,094
+0.9%
0.06%
-1.8%
SBUX BuySTARBUCKS CORP COMstock$234,000
+26.5%
2,146
+23.8%
0.05%
+17.4%
WEC BuyWEC ENERGY GROUP INC COMstock$234,000
+10.9%
2,498
+8.9%
0.05%
+3.8%
EMR  EMERSON ELEC CO COMstock$232,000
+12.1%
2,5720.0%0.05%
+3.9%
RDSA  ROYAL DUTCH SHELL PLC SPONS ADR Aadr$231,000
+11.6%
5,8810.0%0.05%
+3.9%
WHR NewWHIRLPOOL CORP COMstock$233,000–1,058
+100.0%
0.05%–
DIM  WISDOMTREE INTERNATIONAL MID-CAPetf$231,000
+5.5%
3,4400.0%0.05%
-1.9%
CRM BuySALESFORCE COM INC COMstock$228,000
+18.1%
1,077
+24.4%
0.05%
+8.3%
BABA SellALIBABA GROUP HLDG LTD SPONSORED ADSadr$222,000
-5.5%
979
-2.9%
0.05%
-12.1%
IVAL BuyALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETFetf$223,000
+10.9%
7,734
+5.6%
0.05%
+2.0%
ESGV NewVANGUARD ESG U.S. STOCK ETFetf$216,000–2,929
+100.0%
0.05%–
CSCO NewCISCO SYS INC COMstock$213,000–4,119
+100.0%
0.05%–
KMB  KIMBERLY-CLARK CORP COMstock$210,000
+3.4%
1,5080.0%0.05%
-4.0%
NEA NewNUVEEN AMT FREE QLTY MUN INCME COMcef$209,000–14,088
+100.0%
0.05%–
BK NewBANK NEW YORK MELLON CORP COMstock$209,000–4,419
+100.0%
0.05%–
MRVL  MARVELL TECHNOLOGY GROUP LTD ORDstock$211,000
+2.9%
4,3130.0%0.05%
-5.9%
VT NewVANGUARD TOTAL WORLD STOCK INDEX FUNDetf$204,000–2,101
+100.0%
0.05%–
SLV SellISHARES SILVER TRUSTetf$203,000
-9.4%
8,932
-2.0%
0.05%
-14.5%
GOOGL NewALPHABET INC CAP STK CL Astock$184,000–89
+100.0%
0.04%–
GE NewGENERAL ELECTRIC CO COMstock$134,000–10,206
+100.0%
0.03%–
KO NewCOCA COLA CO COMstock$120,000–2,274
+100.0%
0.03%–
FPI  FARMLAND PARTNERS INC COMreit$120,000
+29.0%
10,6700.0%0.03%
+21.7%
UNH NewUNITEDHEALTH GROUP INC COMstock$113,000–305
+100.0%
0.03%–
TMO NewTHERMO FISHER SCIENTIFIC INC COMstock$110,000–242
+100.0%
0.02%–
NOVN  NOVAN INC COMstock$23,000
+91.7%
15,0000.0%0.01%
+66.7%
AMJ ExitJP MORGAN ALERIAN MLPetf$0–-11,376
-100.0%
-0.04%–
NUM ExitNUVEEN MICH QUALITY MUN INCOME COMcef$0–-12,500
-100.0%
-0.05%–
T ExitAT&T INC COMstock$0–-11,147
-100.0%
-0.08%–
IHI ExitISHARES U.S. MEDICAL DEVICES ETFetf$0–-2,657
-100.0%
-0.22%–
IGV ExitISHARES EXPANDED TECH-SOFTWARE SECTOR ETFetf$0–-2,766
-100.0%
-0.24%–
SHY ExitISHARES 1-3 YEAR TREASURY BOND ETFetf$0–-14,887
-100.0%
-0.32%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-04-29
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
BERKSHIRE HATHAWAY INC DEL CL A32Q3 202313.9%
ISHARES TR32Q3 202312.5%
ISHARES TR32Q3 20239.9%
GENTEX CORP COM32Q3 20237.5%
ISHARES USA MINIMUM VOLATILITY32Q3 202312.1%
BERKSHIRE HATHAWAY INC DEL CL B NEW32Q3 202310.7%
VANGUARD MID-CAP VALUE INDEX FUND32Q3 20234.4%
ISHARES TR32Q3 20233.8%
ABBVIE INC COM32Q3 20232.0%
ABBOTT LABS COM32Q3 20231.6%

View Well Done, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-18
13F-HR2024-01-18
13F-HR2023-10-16
13F-HR2023-07-20
13F-HR2023-04-20
13F-HR2023-01-18
13F-HR2022-10-14
13F-HR2022-07-18
13F-HR2022-04-20
13F-HR2022-01-21

View Well Done, LLC's complete filings history.

All filings

View complete filings history.

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