Well Done, LLC - Q3 2021 holdings

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$449 Million is the total value of Well Done, LLC's 172 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 11.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
BRKA  BERKSHIRE HATHAWAY CLASS Astock$48,954,000
-1.7%
1190.0%10.91%
-0.6%
QUAL SellISHARES QUALITY FACTORetf$43,567,000
-0.9%
330,727
-0.1%
9.71%
+0.2%
IVV BuyISHARES CORE S&P 500etf$42,314,000
+2.8%
98,218
+2.6%
9.43%
+4.0%
MTUM SellISHARES MOMENTUM FACTORetf$25,676,000
+0.4%
146,217
-0.9%
5.72%
+1.5%
USMV SellISHARES USA MINIMUM VOLATILITYetf$20,063,000
-0.4%
272,961
-0.3%
4.47%
+0.7%
GNTX SellGENTEX CORPstock$18,730,000
-1.4%
567,931
-1.1%
4.17%
-0.3%
VLUE BuyISHARES VALUE FACTORetf$17,123,000
-3.3%
170,043
+0.9%
3.82%
-2.2%
DGRO SellISHARES DIVIDEND GROWTHetf$12,510,000
-0.7%
248,999
-0.5%
2.79%
+0.4%
ACWV BuyISHARES GLOBAL MINIMUM VOLATILITYetf$9,453,000
+2.0%
92,017
+2.1%
2.11%
+3.2%
BRKB SellBERKSHIRE HATHAWAY CLASS Bstock$8,412,000
-3.0%
30,821
-1.3%
1.88%
-1.9%
EFAV BuyISHARES EAFE MINIMUM VOLATILITYetf$7,683,000
-0.1%
101,983
+0.2%
1.71%
+1.1%
ABBV SellABBVIE INC COMstock$6,314,000
-4.7%
58,529
-0.5%
1.41%
-3.6%
ABT BuyABBOTT LABS COMstock$6,256,000
+2.4%
52,961
+0.5%
1.39%
+3.6%
XMLV BuyINVESCO MID-CAP LOW VOLATILITYetf$6,141,000
-1.3%
116,918
+0.5%
1.37%
-0.1%
EEMV BuyISHARES EMERGING MINIMUM VOLATILITYetf$6,017,000
-1.7%
96,016
+0.7%
1.34%
-0.5%
SPY SellSPDR S&P 500etf$5,444,000
-2.4%
12,687
-2.6%
1.21%
-1.3%
IWP BuyISHARES RUSSELL MID-CAP GROWTHetf$5,102,000
+238.3%
45,525
+241.7%
1.14%
+242.5%
SPHQ SellINVESCO S&P 500 QUALITYetf$4,780,000
-5.0%
98,449
-4.9%
1.06%
-3.9%
IJR BuyISHARES S&P SMALL-CAPetf$4,700,000
-2.8%
43,040
+0.6%
1.05%
-1.7%
IQLT BuyISHARES INTERNATIONAL QUALITY FACTORetf$4,596,000
-0.8%
121,341
+1.0%
1.02%
+0.4%
XSLV BuyINVESCO SMALL-CAP LOW VOLATILITYetf$4,339,000
+1.2%
92,098
+0.7%
0.97%
+2.3%
RSP SellINVESCO S&P 500 EQUAL WEIGHT ETFetf$4,113,000
-0.5%
27,454
-0.1%
0.92%
+0.7%
AAPL BuyAPPLE INC COMstock$3,834,000
+17.7%
28,883
+12.9%
0.85%
+18.9%
VTV SellVANGUARD VALUE INDEXetf$3,705,000
-1.7%
27,366
-0.2%
0.83%
-0.5%
ACWI BuyISHARES ACWIetf$3,608,000
-0.5%
36,106
+0.8%
0.80%
+0.6%
IWF  ISHARES RUSSELL 1000 GROWTHetf$3,553,000
+0.9%
12,9650.0%0.79%
+2.1%
MSFT BuyMICROSOFT CORP COMstock$3,540,000
+18.6%
12,558
+14.0%
0.79%
+19.9%
MIY  BLACKROCK MUNIYLD MICH QLTY FD COMcef$3,226,000
+0.4%
208,5630.0%0.72%
+1.6%
ITOT BuyISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf$3,214,000
+4.7%
32,666
+5.1%
0.72%
+5.9%
SOXX BuyISHARES SEMICONDUCTOR FUNDetf$2,989,000
+166.2%
6,704
+171.2%
0.67%
+169.6%
VUG BuyVANGUARD GROWTH INDEX FUNDetf$2,946,000
+5.8%
10,154
+4.6%
0.66%
+7.0%
BSCL  INVESCO BULLETSHARES 2021 CORPORATE BOND ETFetf$2,849,000
-0.1%
135,0960.0%0.64%
+1.1%
VOO BuyVANGUARD S&P 500 ETFetf$2,705,000
+6.9%
6,858
+6.6%
0.60%
+8.1%
VOE SellVANGUARD MID-CAP VALUEetf$2,610,000
-4.1%
18,698
-3.5%
0.58%
-3.0%
JNJ BuyJOHNSON & JOHNSON COMstock$2,568,000
+3.8%
15,899
+5.8%
0.57%
+5.0%
CL BuyCOLGATE PALMOLIVE CO COMstock$2,172,000
-5.4%
28,736
+1.9%
0.48%
-4.3%
DON SellWISDOMTREE U.S. MID-CAPetf$2,058,000
-7.3%
49,639
-6.2%
0.46%
-6.1%
BSCM SellINVESCO BULLETSHARES 2022 CORPORATE BOND ETFetf$1,977,000
-82.6%
91,826
-82.6%
0.44%
-82.4%
DTN SellWISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUNDetf$1,913,000
-9.8%
20,356
-6.7%
0.43%
-8.8%
PG BuyPROCTER AND GAMBLE CO COMstock$1,895,000
+7.7%
13,557
+3.9%
0.42%
+8.8%
IJH BuyISHARES S&P MID-CAPetf$1,763,000
-1.8%
6,701
+0.3%
0.39%
-0.8%
DNL BuyWISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUNDetf$1,753,000
-2.9%
43,333
+0.0%
0.39%
-1.8%
IAI BuyISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETFetf$1,710,000
+10.9%
16,376
+8.4%
0.38%
+12.1%
IAT BuyISHARES U.S. REGIONAL BANKS ETFetf$1,705,000
+18.6%
28,160
+12.7%
0.38%
+19.9%
HBAN SellHUNTINGTON BANCSHARES INC COMstock$1,703,000
-29.9%
110,136
-35.3%
0.38%
-29.0%
IYC BuyISHARES U.S. CONSUMER DISCRETIONARY ETFetf$1,706,000
+8.1%
22,063
+8.5%
0.38%
+9.2%
IWM BuyISHARES RUSSELL 2000 ETFetf$1,705,000
+6.4%
7,796
+11.6%
0.38%
+7.6%
IYJ BuyISHARES U.S. INDUSTRIALS ETFetf$1,698,000
+4.0%
15,842
+7.9%
0.38%
+5.0%
ITB BuyISHARES U.S. HOME CONSTRUCTION ETFetf$1,685,000
+3.2%
25,468
+8.0%
0.38%
+4.4%
IYG BuyISHARES U.S. FINANCIAL SERVICES ETFetf$1,642,000
+12.2%
8,728
+10.5%
0.37%
+13.7%
CZA  INVESCO ZACKS MID-CAPetf$1,543,000
-0.1%
17,1700.0%0.34%
+1.2%
JPM BuyJPMORGAN CHASE & CO COMstock$1,524,000
+13.6%
9,312
+7.9%
0.34%
+14.9%
IAU SellISHARES GOLD TRUSTetf$1,491,000
-1.5%
44,615
-0.6%
0.33%
-0.3%
QQQ SellINVESCO QQQ TRUSTetf$1,394,000
+0.6%
3,893
-0.4%
0.31%
+2.0%
XSD BuySPDR S&P SEMICONDUCTOR ETFetf$1,371,000
+6.7%
6,926
+3.7%
0.31%
+8.1%
MLHR BuyMILLER HERMAN INC COMstock$1,334,000
-20.1%
35,435
+0.1%
0.30%
-19.3%
SYK SellSTRYKER CORPORATION COMstock$1,265,000
+1.3%
4,798
-0.2%
0.28%
+2.5%
COMT BuyISHARES COMMODITIES SELECTetf$1,256,000
+42.4%
35,036
+37.1%
0.28%
+44.3%
SUI SellSUN CMNTYS INC COMreit$1,237,000
+6.7%
6,685
-1.1%
0.28%
+8.2%
SSUS BuyDAY HAGAN/NED DAVIS RESEARCH SMART SECTOR ETFetf$1,235,000
+1.0%
36,791
+0.8%
0.28%
+2.2%
XTN BuySPDR S&P TRANSPORTATION ETFetf$1,166,000
+10.4%
13,477
+8.4%
0.26%
+11.6%
XHB BuySPDR S&P HOMEBUILDERS ETFetf$1,124,000
+4.4%
15,669
+6.6%
0.25%
+5.5%
EFA BuyISHARES EAFEetf$1,110,000
+111.8%
14,230
+114.4%
0.25%
+114.8%
XME BuySPDR S&P METALS AND MINING ETFetf$1,098,000
+5.2%
26,296
+8.5%
0.24%
+6.5%
XHS NewSPDR S&P HEALTH CARE SERVICES ETFetf$1,039,000–9,976
+100.0%
0.23%–
INDS  PACER BENCHMARK INDUSTRIAL REAL ESTATE SCTR ETFetf$1,018,000
+1.6%
23,2150.0%0.23%
+2.7%
VWO BuyVANGUARD EMERGING MARKETSetf$971,000
+21.8%
19,408
+32.4%
0.22%
+22.7%
RPG SellINVESCO S&P 500 PURE GROWTH ETFetf$950,000
+3.6%
4,934
-0.9%
0.21%
+5.0%
AMZN BuyAMAZON COM INC COMstock$946,000
+41.0%
288
+47.7%
0.21%
+42.6%
NEE SellNEXTERA ENERGY INC COMstock$928,000
+4.0%
11,818
-2.9%
0.21%
+5.1%
DWM SellWISDOMTREE INTERNATIONAL EQUITYetf$908,000
-3.5%
17,170
-0.6%
0.20%
-2.4%
XOM BuyEXXON MOBIL CORP COMstock$895,000
-6.1%
15,211
+0.7%
0.20%
-5.2%
ETN SellEATON CORP PLC SHSstock$845,000
-17.5%
5,657
-18.1%
0.19%
-16.8%
HD BuyHOME DEPOT INC COMstock$811,000
+13.3%
2,471
+10.0%
0.18%
+14.6%
QVAL SellALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETFetf$782,000
-3.9%
22,866
-3.6%
0.17%
-2.8%
PJUL SellINNOVATOR U.S. EQUITY POWER BUFFER ETF - JULYetf$775,000
-15.8%
26,036
-16.2%
0.17%
-14.8%
HON BuyHONEYWELL INTL INC COMstock$764,000
+6.6%
3,601
+9.0%
0.17%
+7.6%
AIRR  FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETFetf$760,0000.0%18,5340.0%0.17%
+1.2%
GLD SellSPDR GOLD SHARESetf$755,000
-1.6%
4,598
-0.7%
0.17%
-0.6%
MMM Buy3M CO COMstock$749,000
-1.4%
4,272
+11.6%
0.17%0.0%
DLN  WISDOMTREE U.S. LARGECAP DIVIDEND FUNDetf$743,000
-0.9%
6,2320.0%0.17%
+0.6%
FXR  FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUNDetf$730,000
-2.8%
12,7300.0%0.16%
-1.2%
VIG SellVANGUARD DIVIDEND APPRECIATION INDEX FUNDetf$704,000
-22.7%
4,584
-22.1%
0.16%
-21.9%
ACN BuyACCENTURE PLC IRELAND SHS CLASS Astock$699,000
+33.9%
2,186
+23.4%
0.16%
+35.7%
RPV BuyINVESCO S&P 500 PURE VALUEetf$688,000
-1.7%
9,074
+0.1%
0.15%
-0.6%
VGT  VANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf$683,000
+0.7%
1,7010.0%0.15%
+2.0%
BIBL BuyINSPIRE 100 ETFetf$683,000
+5.9%
16,080
+6.4%
0.15%
+7.0%
SCHE SellSCHWAB EMERGING MARKETSetf$664,000
-8.8%
21,799
-0.9%
0.15%
-7.5%
AOK  ISHARES CONSERVATIVE ALLOCATION FUNDetf$657,000
-0.8%
16,6400.0%0.15%0.0%
IYE  ISHARES U.S. ENERGY ETFetf$633,000
-2.8%
22,3900.0%0.14%
-1.4%
MCBC  MACATAWA BK CORP COMstock$634,000
-8.2%
78,9340.0%0.14%
-7.2%
GOOG BuyALPHABET INC CAP STK CL Cstock$629,000
+33.5%
236
+25.5%
0.14%
+34.6%
WFC BuyWELLS FARGO CO NEW COMstock$626,000
+28.0%
13,494
+24.9%
0.14%
+29.6%
V BuyVISA INC COM CL Astock$625,000
+28.1%
2,808
+34.7%
0.14%
+28.7%
ISMD BuyINSPIRE SMALL/MID CAP IMPACT ETFetf$617,000
-0.6%
17,414
+3.0%
0.14%
+0.7%
FB BuyFACEBOOK INC CL Astock$609,000
+39.0%
1,795
+42.6%
0.14%
+40.2%
SCHV  SCHWAB U.S. LARGE-CAP VALUEetf$591,000
-1.3%
8,7550.0%0.13%0.0%
VHT NewVANGUARD HEALTH CAREetf$589,000–2,382
+100.0%
0.13%–
IVLU  ISHARES INTERNATIONAL VALUE FACTORetf$583,000
-0.5%
22,6910.0%0.13%
+0.8%
CVX BuyCHEVRON CORP NEW COMstock$562,000
-2.3%
5,541
+0.9%
0.12%
-1.6%
XLI SellINDUSTRIAL SELECT SECTOR SPDR FUNDetf$545,000
-46.6%
5,570
-44.1%
0.12%
-46.2%
MGK  VANGUARD MEGA-CAP GROWTHetf$537,000
+1.5%
2,2880.0%0.12%
+2.6%
PFE BuyPFIZER INC COMstock$514,000
+21.2%
11,943
+10.4%
0.12%
+23.7%
DHR BuyDANAHER CORPORATION COMstock$518,000
+24.5%
1,700
+9.6%
0.12%
+25.0%
SUSA SellISHARES MSCI USA ESG SELECT ETFetf$517,000
+0.2%
5,386
-0.4%
0.12%
+0.9%
GOOGL BuyALPHABET INC CAP STK CL Astock$511,000
+118.4%
191
+99.0%
0.11%
+119.2%
BAC BuyBK OF AMERICA CORP COMstock$508,000
+34.4%
11,974
+30.6%
0.11%
+36.1%
ESG  FLEXSHARES STOXX US ESG SELECT INDEX FUNDetf$499,000
+0.6%
4,7240.0%0.11%
+1.8%
AMGN BuyAMGEN INC COMstock$489,000
-12.5%
2,299
+0.2%
0.11%
-11.4%
SCHM BuySCHWAB U.S. MID-CAP ETFetf$468,000
+0.9%
6,110
+3.0%
0.10%
+2.0%
ESGG  FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUNDetf$445,0000.0%3,1600.0%0.10%
+1.0%
WMT BuyWALMART INC COMstock$427,000
+22.7%
3,065
+24.1%
0.10%
+23.4%
DSI BuyISHARES MSCI KLD 400 SOCIAL ETFetf$420,000
+0.7%
5,049
+0.3%
0.09%
+2.2%
PHG  KONINKLIJKE PHILIPS N V NY REGIS SHS NEWadr$411,000
-10.7%
9,2510.0%0.09%
-8.9%
DIS SellDISNEY WALT CO COMstock$410,000
-12.6%
2,426
-9.2%
0.09%
-11.7%
DIA  SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf$397,000
-2.0%
1,1730.0%0.09%
-1.1%
UBER SellUBER TECHNOLOGIES INC COMstock$384,000
-13.1%
8,578
-2.7%
0.09%
-11.3%
PM SellPHILIP MORRIS INTL INC COMstock$382,000
-6.6%
4,033
-2.3%
0.08%
-5.6%
IGF BuyISHARES GLOBAL INFRASTRUCTUREetf$381,000
+6.1%
8,295
+4.7%
0.08%
+7.6%
FITB BuyFIFTH THIRD BANCORP COMstock$380,000
+12.4%
8,951
+0.9%
0.08%
+14.9%
EEM NewISHARES MSCI EMERGING MARKETS ETFetf$381,000–7,568
+100.0%
0.08%–
PJUN  INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNEetf$366,0000.0%11,7960.0%0.08%
+1.2%
IBM BuyINTERNATIONAL BUSINESS MACHS COMstock$359,000
-0.3%
2,583
+5.0%
0.08%
+1.3%
VZ SellVERIZON COMMUNICATIONS INC COMstock$361,000
-31.8%
6,677
-29.3%
0.08%
-31.6%
CRM BuySALESFORCE COM INC COMstock$349,000
+44.2%
1,286
+29.6%
0.08%
+47.2%
DOW BuyDOW INC COMstock$352,000
+3.2%
6,111
+13.3%
0.08%
+4.0%
GUNR  FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDetf$345,000
-4.4%
9,4300.0%0.08%
-3.8%
INTC BuyINTEL CORP COMstock$332,000
+13.7%
6,238
+20.1%
0.07%
+15.6%
SCHZ NewSCHWAB US AGGREGATE BOND ETFetf$326,000–6,016
+100.0%
0.07%–
MRO BuyMARATHON OIL CORP COMstock$323,000
+1.9%
23,662
+1.6%
0.07%
+2.9%
PYPL BuyPAYPAL HLDGS INC COMstock$324,000
-1.5%
1,247
+10.5%
0.07%0.0%
PEP BuyPEPSICO INC COMstock$320,000
+12.3%
2,130
+10.8%
0.07%
+12.7%
ACWX  ISHARES ACWI EX-USetf$315,000
-3.7%
5,6930.0%0.07%
-2.8%
DGRW  WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUNDetf$313,000
-1.3%
5,3190.0%0.07%0.0%
BSCN BuyINVESCO BULLETSHARES 2023 CORPORATE BOND ETFetf$314,000
+23.6%
14,487
+23.8%
0.07%
+25.0%
PNC SellPNC FINL SVCS GROUP INC COMstock$311,000
-0.3%
1,591
-2.7%
0.07%0.0%
MCD SellMCDONALDS CORP COMstock$309,000
-32.2%
1,280
-35.1%
0.07%
-31.0%
ADP SellAUTOMATIC DATA PROCESSING INC COMstock$303,000
-8.2%
1,516
-8.7%
0.07%
-6.8%
ALL BuyALLSTATE CORP COMstock$291,000
+6.6%
2,285
+9.1%
0.06%
+8.3%
REGL  PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETFetf$286,000
-5.0%
4,2210.0%0.06%
-3.0%
IVAL BuyALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETFetf$279,000
+10.3%
10,343
+18.9%
0.06%
+10.7%
SCHF NewSCHWAB INTERNATIONAL EQUITY ETFetf$276,000–7,129
+100.0%
0.06%–
MRVL  MARVELL TECHNOLOGY INC COMstock$272,000
+3.4%
4,5050.0%0.06%
+5.2%
CSCO BuyCISCO SYS INC COMstock$274,000
+25.7%
5,039
+22.3%
0.06%
+27.1%
NWL BuyNEWELL BRANDS INC COMstock$267,000
-18.8%
12,079
+0.9%
0.06%
-16.7%
EMR BuyEMERSON ELEC CO COMstock$265,000
+6.9%
2,812
+9.3%
0.06%
+7.3%
RDSA BuyROYAL DUTCH SHELL PLC SPONS ADR Aadr$262,000
+10.1%
5,883
+0.0%
0.06%
+11.5%
SBUX BuySTARBUCKS CORP COMstock$254,000
+4.1%
2,305
+5.5%
0.06%
+5.6%
SIL SellGLOBAL X SILVER MINERS ETFetf$258,000
-35.3%
7,364
-21.1%
0.06%
-35.2%
RFV  INVESCO S&P MIDCAP 400 PURE VALUE ETFetf$249,000
-0.8%
2,7400.0%0.06%0.0%
MRK SellMERCK & CO INC COMstock$244,000
-10.6%
3,246
-7.5%
0.05%
-10.0%
BK BuyBANK NEW YORK MELLON CORP COMstock$241,000
+8.6%
4,649
+7.5%
0.05%
+10.2%
ADBE NewADOBE SYSTEMS INCORPORATED COMstock$241,000–419
+100.0%
0.05%–
SDOG BuyALPS SECTOR DIVIDEND DOGS ETFetf$237,000
-3.7%
4,643
+0.1%
0.05%
-1.9%
IMTM  ISHARES MSCI INTL MOMENTUM FACTOR ETFetf$234,000
-1.3%
6,1380.0%0.05%0.0%
UNH NewUNITEDHEALTH GROUP INC COMstock$234,000–598
+100.0%
0.05%–
ESGV  VANGUARD ESG U.S. STOCK ETFetf$235,000
+0.4%
2,9310.0%0.05%0.0%
DD BuyDUPONT DE NEMOURS INC COMstock$229,000
-7.3%
3,373
+5.7%
0.05%
-5.6%
MO SellALTRIA GROUP INC COMstock$225,000
-7.4%
4,939
-3.0%
0.05%
-7.4%
MA NewMASTERCARD INCORPORATED CL Astock$223,000–640
+100.0%
0.05%–
ARKK  ARK INNOVATION ETFetf$219,000
-15.8%
1,9850.0%0.05%
-14.0%
NewGENERAL ELECTRIC CO COM NEWstock$220,000–2,138
+100.0%
0.05%–
DIM SellWISDOMTREE INTERNATIONAL MID-CAPetf$220,000
-5.6%
3,283
-4.6%
0.05%
-3.9%
GCC  WISDOMTREE ENHANCED COMMODITY STRATEGY FUNDetf$216,000
+0.5%
9,7050.0%0.05%
+2.1%
VT SellVANGUARD TOTAL WORLD STOCK INDEX FUNDetf$216,000
-4.8%
2,126
-2.9%
0.05%
-4.0%
NEA  NUVEEN AMT FREE QLTY MUN INCME COMcef$214,000
-3.2%
14,0880.0%0.05%
-2.0%
WHR  WHIRLPOOL CORP COMstock$213,000
-6.6%
1,0470.0%0.05%
-6.0%
WEC SellWEC ENERGY GROUP INC COMstock$208,000
-6.3%
2,360
-5.5%
0.05%
-6.1%
KMB BuyKIMBERLY-CLARK CORP COMstock$204,000
+1.0%
1,543
+2.3%
0.04%0.0%
LBRT SellLIBERTY OILFIELD SVCS INC COM CL Astock$131,000
-43.0%
10,799
-33.5%
0.03%
-43.1%
FPI  FARMLAND PARTNERS INC COMreit$128,000
-0.8%
10,6700.0%0.03%
+3.6%
TMQ  TRILOGY METALS INC NEW COMstock$93,000
-26.2%
50,0000.0%0.02%
-25.0%
GE ExitGENERAL ELECTRIC CO COMstock$0–-10,206
-100.0%
-0.03%–
MDLZ ExitMONDELEZ INTL INC CL Astock$0–-3,227
-100.0%
-0.04%–
PSTH ExitPERSHING SQUARE TONTINE HLDGS COM CL Astock$0–-9,410
-100.0%
-0.05%–
SLV ExitISHARES SILVER TRUSTetf$0–-8,932
-100.0%
-0.05%–
BABA ExitALIBABA GROUP HLDG LTD SPONSORED ADSadr$0–-979
-100.0%
-0.05%–
BA ExitBOEING CO COMstock$0–-1,063
-100.0%
-0.06%–
DGRE ExitWISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUNDetf$0–-10,477
-100.0%
-0.07%–
KRE ExitSPDR S&P REGIONAL BANKING ETFetf$0–-16,062
-100.0%
-0.23%–
WPM ExitWHEATON PRECIOUS METALS CORP COMstock$0–-26,271
-100.0%
-0.26%–
IYT ExitISHARES TRANSPORTATION AVERAGE ETFetf$0–-6,252
-100.0%
-0.36%–
Original filings

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

  • View 13F-HR filed 2021-11-01
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

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