Well Done, LLC - Q4 2022 holdings

$465 Million is the total value of Well Done, LLC's 182 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 24.4% .

 Value Shares↓ Weighting
BRKA SellBERKSHIRE HATHAWAY CLASS Astock$55,776,600
+14.4%
119
-0.8%
11.98%
+0.5%
IVV BuyISHARES CORE S&P 500etf$40,374,184
+9.7%
105,084
+2.4%
8.67%
-3.6%
QUAL SellISHARES QUALITY FACTORetf$36,969,515
+3.3%
324,408
-5.8%
7.94%
-9.2%
MTUM SellISHARES MOMENTUM FACTORetf$22,107,255
+10.6%
151,492
-0.6%
4.75%
-2.8%
USMV SellISHARES USA MINIMUM VOLATILITYetf$18,502,545
+8.7%
256,623
-0.4%
3.98%
-4.5%
VLUE BuyISHARES VALUE FACTORetf$16,244,050
+14.4%
178,232
+2.7%
3.49%
+0.5%
GNTX BuyGENTEX CORPstock$14,630,000
+14.8%
536,518
+0.3%
3.14%
+0.8%
DGRO BuyISHARES DIVIDEND GROWTHetf$13,154,700
+14.3%
263,096
+1.7%
2.83%
+0.4%
BRKB SellBERKSHIRE HATHAWAY CLASS Bstock$11,465,000
+8.8%
37,117
-5.9%
2.46%
-4.4%
ABBV SellABBVIE INC COMstock$9,349,463
+20.3%
57,852
-0.1%
2.01%
+5.8%
ACWV SellISHARES GLOBAL MINIMUM VOLATILITYetf$9,096,721
+6.8%
95,735
-0.5%
1.95%
-6.2%
SVAL BuyISHARES US SMALL CAP VALUE FACTOR ETFetf$8,946,070
+10.9%
317,947
+1.2%
1.92%
-2.6%
EFAV BuyISHARES EAFE MINIMUM VOLATILITYetf$6,924,019
+11.7%
108,894
+0.2%
1.49%
-1.8%
XMLV BuyINVESCO MID-CAP LOW VOLATILITYetf$6,226,420
+12.0%
116,403
+0.6%
1.34%
-1.6%
ABT SellABBOTT LABS COMstock$5,773,730
+13.0%
52,589
-0.4%
1.24%
-0.7%
EEMV BuyISHARES EMERGING MINIMUM VOLATILITYetf$5,499,279
+5.0%
103,662
+0.4%
1.18%
-7.7%
VTV SellVANGUARD VALUE INDEXetf$5,328,700
-8.6%
37,962
-19.6%
1.14%
-19.6%
RPV SellINVESCO S&P 500 PURE VALUEetf$5,325,800
+0.4%
68,297
-10.1%
1.14%
-11.9%
RSP BuyINVESCO S&P 500 EQUAL WEIGHT ETFetf$5,250,300
+13.6%
37,171
+2.4%
1.13%
-0.2%
IJR BuyISHARES S&P SMALL-CAPetf$4,875,143
+19.5%
51,513
+10.1%
1.05%
+5.0%
ACWI BuyISHARES ACWIetf$4,740,925
+25.5%
55,854
+15.0%
1.02%
+10.2%
SPHQ BuyINVESCO S&P 500 QUALITYetf$4,614,627
+20.5%
104,878
+8.8%
0.99%
+5.9%
IEO BuyISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETFetf$4,355,540
+26.8%
46,904
+13.7%
0.94%
+11.4%
XSLV BuyINVESCO SMALL-CAP LOW VOLATILITYetf$4,324,546
+13.8%
96,843
+3.4%
0.93%0.0%
SPY SellSPDR S&P 500etf$4,215,500
+6.1%
11,023
-0.9%
0.91%
-6.7%
IAK BuyISHARES U.S. INSURANCE ETFetf$4,175,088
+36.0%
45,679
+17.7%
0.90%
+19.4%
DVY NewISHARES SELECT DIVIDEND ETFetf$4,112,00034,099
+100.0%
0.88%
IAI BuyISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETFetf$4,079,192
+32.1%
42,434
+17.3%
0.88%
+16.0%
AAPL BuyAPPLE INC COMstock$4,062,740
+4.5%
31,269
+11.1%
0.87%
-8.2%
IGE BuyISHARES NORTH AMERICAN NATURAL RESOURCES ETFetf$4,026,218
+38.6%
99,022
+18.5%
0.86%
+21.8%
IYK BuyISHARES U.S. CONSUMER STAPLES ETFetf$4,016,300
+35.0%
19,806
+19.7%
0.86%
+18.7%
IEZ NewISHARES U.S. OIL EQUIPMENT & SERVICES ETFetf$3,939,800185,840
+100.0%
0.85%
IHF BuyISHARES U.S. HEALTHCARE PROVIDERS ETFetf$3,903,495
+26.5%
14,582
+20.8%
0.84%
+11.3%
VOO BuyVANGUARD S&P 500 ETFetf$3,796,500
+19.0%
10,806
+11.2%
0.82%
+4.6%
ITOT BuyISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf$3,714,916
+13.7%
43,808
+6.7%
0.80%
-0.1%
AGG BuyISHARES CORE U.S. AGGREGATE BONDetf$3,478,070
+40.5%
35,860
+39.6%
0.75%
+23.5%
BSCN BuyINVESCO BULLETSHARES 2023 CORPORATE BOND ETFetf$3,055,200
+6.6%
145,629
+6.0%
0.66%
-6.4%
MSFT BuyMICROSOFT CORP COMstock$2,821,245
+4.0%
11,764
+1.0%
0.61%
-8.7%
JNJ BuyJOHNSON & JOHNSON COMstock$2,741,602
+19.9%
15,520
+10.9%
0.59%
+5.4%
ESGV BuyVANGUARD ESG U.S. STOCK ETFetf$2,716,400
+64.6%
41,245
+57.3%
0.58%
+44.9%
IQLT SellISHARES INTERNATIONAL QUALITY FACTORetf$2,670,700
+8.6%
82,457
-6.9%
0.57%
-4.5%
PG BuyPROCTER AND GAMBLE CO COMstock$2,371,215
+20.7%
15,645
+0.5%
0.51%
+6.0%
MIY SellBLACKROCK MUNIYIELD MICH QU COMcef$2,294,100
-11.2%
206,863
-0.8%
0.49%
-21.9%
CL BuyCOLGATE PALMOLIVE CO COMstock$2,250,300
+12.2%
28,562
+0.1%
0.48%
-1.4%
VOE BuyVANGUARD MID-CAP VALUEetf$2,040,600
+26.6%
15,089
+13.9%
0.44%
+11.2%
IJH BuyISHARES S&P MID-CAPetf$1,920,299
+33.6%
7,939
+21.2%
0.41%
+17.7%
DTN SellWISDOMTREE U.S. AI ENHANCED VALUE FUNDetf$1,794,421
+11.6%
19,546
-0.8%
0.38%
-2.0%
SellPHILLIPS EDISON & CO INC COMMON STOCKreit$1,733,900
-12.3%
54,459
-22.7%
0.37%
-23.0%
DON SellWISDOMTREE U.S. MID-CAPetf$1,715,001
+1.6%
41,687
-6.9%
0.37%
-10.9%
XOM SellEXXON MOBIL CORP COMstock$1,591,409
+23.2%
14,428
-2.5%
0.34%
+8.2%
CZA  INVESCO ZACKS MID-CAPetf$1,518,959
+11.2%
17,0880.0%0.33%
-2.4%
IAU BuyISHARES GOLD TRUSTetf$1,387,700
+19.9%
40,119
+9.3%
0.30%
+5.3%
HBAN SellHUNTINGTON BANCSHARES INC COMstock$1,360,400
+1.4%
96,489
-5.2%
0.29%
-11.0%
SYK BuySTRYKER CORPORATION COMstock$1,315,600
+20.9%
5,381
+0.2%
0.28%
+6.4%
DNL SellWISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUNDetf$1,312,490
+14.6%
40,729
-2.3%
0.28%
+0.7%
JPM BuyJPMORGAN CHASE & CO COMstock$1,305,330
+44.6%
9,734
+12.6%
0.28%
+26.7%
VBK NewVANGUARD SMALL-CAP GROWTH ETFetf$1,282,9006,397
+100.0%
0.28%
EFA BuyISHARES EAFEetf$1,053,700
+30.2%
16,053
+11.2%
0.23%
+14.1%
NEE BuyNEXTERA ENERGY INC COMstock$1,030,270
+6.9%
12,324
+0.3%
0.22%
-6.4%
SCHE BuySCHWAB EMERGING MARKETSetf$1,016,900
+128.5%
42,962
+116.3%
0.22%
+100.0%
MCBC BuyMACATAWA BK CORP COMstock$1,011,100
+19.1%
91,670
+0.0%
0.22%
+4.3%
SUI BuySUN CMNTYS INC COMreit$1,000,000
+14.4%
7,619
+18.0%
0.22%
+0.5%
ARKK  ARK INNOVATION ETFetf$951,000
-17.2%
30,4600.0%0.20%
-27.4%
IWD NewISHARES RUSSELL 1000 VALUE ETFetf$900,0006,020
+100.0%
0.19%
MCD BuyMCDONALDS CORP COMstock$883,300
+15.5%
3,352
+1.1%
0.19%
+1.6%
QQQ BuyINVESCO QQQ TRUSTetf$881,600
+6.5%
3,311
+6.9%
0.19%
-6.4%
QQQM NewINVESCO NASDAQ 100 ETFetf$876,1007,999
+100.0%
0.19%
SSUS SellDAY HAGAN/NED DAVIS RESEARCH SMART SECTOR ETFetf$850,000
-4.0%
27,910
-8.8%
0.18%
-15.3%
DE BuyDEERE & CO COMstock$851,259
+29.0%
1,985
+0.5%
0.18%
+13.7%
PEP BuyPEPSICO INC COMstock$845,914
+11.0%
4,682
+0.4%
0.18%
-2.2%
DGRW BuyWISDOMTREE US QUALITY DIVIDEND GROWTH FUNDetf$830,400
+189.3%
13,759
+158.7%
0.18%
+154.3%
COMT SellISHARES COMMODITIES SELECTetf$820,625
-67.7%
29,111
-59.0%
0.18%
-71.6%
AIRR  FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETFetf$817,700
+15.3%
18,5340.0%0.18%
+1.7%
ESML  ISHARES ESG AWARE MSCI USA SMALL-CAP ETFetf$800,000
-4.1%
27,2000.0%0.17%
-15.7%
HD BuyHOME DEPOT INC COMstock$760,500
+15.1%
2,408
+0.5%
0.16%
+0.6%
MLHR BuyMILLERKNOLL INC COMstock$756,450
+35.8%
36,005
+0.8%
0.16%
+19.9%
QVAL SellALPHA ARCHITECT US QUANTITATIVE VALUE ETFetf$739,145
+6.0%
22,980
-3.8%
0.16%
-6.5%
VWO  VANGUARD EMERGING MARKETSetf$733,200
+6.9%
18,8120.0%0.16%
-6.0%
DGRS NewWISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUNDetf$714,70017,775
+100.0%
0.15%
FRDM BuyFREEDOM 100 EMERGING MARKETS ETFetf$715,810
+23.4%
25,959
+11.8%
0.15%
+8.5%
VIG  VANGUARD DIVIDEND APPRECIATION ETFetf$683,000
+12.3%
4,4980.0%0.15%
-1.3%
FXR  FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUNDetf$655,000
+12.0%
12,7300.0%0.14%
-1.4%
VTI NewVANGUARD TOTAL STOCK MARKET ETFetf$651,0003,405
+100.0%
0.14%
AMGN BuyAMGEN INC COMstock$652,100
+20.5%
2,483
+3.5%
0.14%
+6.1%
BSCO BuyINVESCO BULLETSHARES 2024 CORPORATE BOND ETFetf$646,571
+30.4%
31,563
+29.7%
0.14%
+14.9%
DHR BuyDANAHER CORPORATION COMstock$644,100
+54.1%
2,427
+50.1%
0.14%
+35.3%
MRO BuyMARATHON OIL CORP COMstock$633,600
+20.9%
23,406
+0.8%
0.14%
+6.2%
SHY NewISHARES 1-3 YEAR TREASURY BOND ETFetf$617,2007,604
+100.0%
0.13%
BSCP NewINVESCO BULLETSHARES 2025 CORPORATE BOND ETFetf$610,40030,312
+100.0%
0.13%
CAT BuyCATERPILLAR INC COMstock$600,000
+29.0%
2,850
+0.7%
0.13%
+13.2%
AMZN SellAMAZON COM INC COMstock$600,000
-29.4%
7,325
-2.6%
0.13%
-38.0%
IWM SellISHARES RUSSELL 2000 ETFetf$593,578
-14.2%
3,404
-18.9%
0.13%
-24.3%
IEFA NewISHARES CORE EAFEetf$593,7009,632
+100.0%
0.13%
SCHV  SCHWAB U.S. LARGE-CAP VALUEetf$578,000
+12.9%
8,7550.0%0.12%
-0.8%
MGK BuyVANGUARD MEGA-CAP GROWTHetf$571,100
+43.1%
3,319
+45.1%
0.12%
+25.5%
CVX SellCHEVRON CORP NEW COMstock$565,700
+9.6%
3,152
-12.3%
0.12%
-3.2%
V SellVISA INC COM CL Astock$570,000
+8.8%
2,744
-7.0%
0.12%
-4.7%
IEMG NewISHARES EMERGING MARKETSetf$544,20811,653
+100.0%
0.12%
BIBL BuyINSPIRE 100 ETFetf$536,200
+9.0%
17,912
+1.1%
0.12%
-4.2%
PFE BuyPFIZER INC COMstock$522,000
+20.3%
10,189
+2.7%
0.11%
+5.7%
DLN SellWISDOMTREE U.S. LARGECAP DIVIDEND FUNDetf$518,000
-24.8%
8,364
-32.9%
0.11%
-33.9%
ACN SellACCENTURE PLC IRELAND SHS CLASS Astock$503,800
-4.8%
1,888
-8.2%
0.11%
-16.3%
ISMD BuyINSPIRE SMALL/MID CAP ETFetf$499,400
+10.5%
16,587
+0.4%
0.11%
-3.6%
XOP SellSPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETFetf$497,500
+7.9%
3,662
-1.0%
0.11%
-5.3%
VSGX BuyVANGUARD ESG INTERNATIONAL STOCK ETFetf$485,300
+27.7%
9,868
+12.7%
0.10%
+11.8%
WMT BuyWALMART INC COMstock$482,200
+9.3%
3,401
+0.0%
0.10%
-3.7%
SUSA BuyISHARES MSCI USA ESG SELECT ETFetf$448,700
+8.9%
5,451
+0.4%
0.10%
-5.0%
ESG BuyFLEXSHARES TRUST FLEXSHARES STOXX US ESG SELECT INDEX FUNDetf$438,000
+7.1%
4,775
+0.4%
0.09%
-6.0%
GOOG SellALPHABET INC CAP STK CL Cstock$439,800
-14.3%
4,957
-7.1%
0.09%
-24.8%
IVLU SellISHARES INTERNATIONAL VALUE FACTORetf$427,200
-23.3%
18,438
-34.6%
0.09%
-32.4%
ETN BuyEATON CORP PLC SHSstock$418,200
+18.1%
2,665
+0.3%
0.09%
+3.4%
IWF SellISHARES RUSSELL 1000 GROWTHetf$419,400
-27.1%
1,958
-28.3%
0.09%
-36.2%
VGSH NewVANGUARD SHORT-TERM TREASURY ETFetf$415,8767,193
+100.0%
0.09%
PM BuyPHILIP MORRIS INTL INC COMstock$413,700
+26.5%
4,088
+3.7%
0.09%
+11.2%
GUNR  FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDetf$409,000
+15.5%
9,4300.0%0.09%
+1.1%
SCHM  SCHWAB U.S. MID-CAP ETFetf$400,000
+6.7%
6,2000.0%0.09%
-6.5%
OXY BuyOCCIDENTAL PETE CORP COMstock$397,500
+14.9%
6,311
+12.1%
0.08%0.0%
ESGG BuyFLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUNDetf$389,200
+10.9%
3,210
+0.3%
0.08%
-2.3%
VOXX NewVOXX INTL CORP CL Astock$386,00046,070
+100.0%
0.08%
DIA  SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTetf$388,600
+15.3%
1,1730.0%0.08%
+1.2%
SellSHELL PLC SPON ADSadr$375,400
+8.8%
6,593
-4.8%
0.08%
-3.6%
IVAL SellALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETFetf$375,400
+4.9%
17,137
-2.9%
0.08%
-8.0%
ADP BuyAUTOMATIC DATA PROCESSING INC COMstock$374,037
+7.2%
1,566
+1.4%
0.08%
-5.9%
MMM Buy3M CO COMstock$374,336
+10.8%
3,122
+2.1%
0.08%
-3.6%
GLD SellSPDR GOLD SHARESetf$361,000
-22.2%
2,130
-29.0%
0.08%
-31.0%
SPLV NewINVESCO S&P 500 LOW VOLATILITY ETFetf$359,0005,628
+100.0%
0.08%
IYE  ISHARES U.S. ENERGY ETFetf$352,700
+18.4%
7,5870.0%0.08%
+4.1%
DOW BuyDOW INC COMstock$347,600
+17.0%
6,899
+2.2%
0.08%
+2.7%
LMT BuyLOCKHEED MARTIN CORP COMstock$345,800
+30.5%
711
+3.5%
0.07%
+13.8%
MRVL BuyMARVELL TECHNOLOGY INC COMstock$345,500
+51.5%
9,329
+75.2%
0.07%
+32.1%
UNH SellUNITEDHEALTH GROUP INC COMstock$330,300
+4.9%
623
-0.2%
0.07%
-7.8%
IWN SellISHARES RUSSELL 2000 VALUEetf$317,109
-59.1%
2,287
-62.0%
0.07%
-64.0%
CSCO BuyCISCO SYS INC COMstock$317,400
+24.0%
6,664
+4.0%
0.07%
+7.9%
GOOGL BuyALPHABET INC CAP STK CL Astock$312,500
-1.7%
3,543
+6.7%
0.07%
-14.1%
RPG BuyINVESCO S&P 500 PURE GROWTH ETFetf$307,000
+9.3%
2,030
+4.3%
0.07%
-4.3%
IGF SellISHARES GLOBAL INFRASTRUCTUREetf$308,800
-10.5%
6,737
-18.4%
0.07%
-21.4%
VUG BuyVANGUARD GROWTH ETFetf$304,000
+2.0%
1,430
+2.7%
0.06%
-11.0%
REGL  PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETFetf$302,000
+11.0%
4,2210.0%0.06%
-3.0%
ALL BuyALLSTATE CORP COMstock$302,000
+9.0%
2,232
+0.3%
0.06%
-4.4%
JHMM  JOHN HANCOCK MULTIFACTOR MID CAP ETFetf$297,900
+9.1%
6,4010.0%0.06%
-4.5%
EEM BuyISHARES MSCI EMERGING MARKETS ETFetf$300,000
+13.6%
10,410
+37.6%
0.06%
-1.5%
GDX NewVANECK GOLD MINERS ETFetf$300,00012,250
+100.0%
0.06%
DIS BuyDISNEY WALT CO COMstock$300,000
+25.0%
3,725
+46.5%
0.06%
+8.5%
WFC SellWELLS FARGO CO NEW COMstock$290,500
+1.2%
7,037
-1.3%
0.06%
-11.4%
VT BuyVANGUARD TOTAL WORLD STOCK ETFetf$282,400
+37.1%
3,277
+25.2%
0.06%
+22.0%
KO BuyCOCA COLA CO COMstock$269,283
+20.8%
4,233
+6.5%
0.06%
+5.5%
VXUS  VANGUARD TOTAL INTERNATIONAL STOCK ETFetf$265,100
+12.8%
5,1270.0%0.06%0.0%
BAC SellBANK AMERICA CORP COMstock$258,400
+8.6%
7,804
-1.2%
0.06%
-3.4%
MRK NewMERCK & CO INC COMstock$256,0702,308
+100.0%
0.06%
VB NewVANGUARD SMALL-CAP ETFetf$250,1001,363
+100.0%
0.05%
AOK  ISHARES CORE CONSERVATIVE ALLOCATION ETFetf$244,400
+3.1%
7,2720.0%0.05%
-8.6%
WBA BuyWALGREENS BOOTS ALLIANCE INC COMstock$246,100
+19.5%
6,589
+0.4%
0.05%
+6.0%
RFV  INVESCO S&P MIDCAP 400 PURE VALUE ETFetf$248,000
+13.8%
2,7400.0%0.05%0.0%
ACWX  ISHARES ACWI EX-USetf$247,000
+13.3%
5,4410.0%0.05%0.0%
XLE SellENERGY SELECT SECTOR SPDR FUNDetf$239,800
+18.7%
2,742
-2.1%
0.05%
+6.1%
TMO NewTHERMO FISHER SCIENTIFIC INC COMstock$243,400442
+100.0%
0.05%
SDOG BuyALPS SECTOR DIVIDEND DOGS ETFetf$239,874
+14.2%
4,663
+0.1%
0.05%
+2.0%
 DIMENSIONAL US MARKETWIDE VALUE ETFetf$233,800
+12.9%
6,9840.0%0.05%
-2.0%
MA SellMASTERCARD INCORPORATED CL Astock$234,300
+5.1%
674
-14.0%
0.05%
-9.1%
MO BuyALTRIA GROUP INC COMstock$230,500
+14.1%
5,043
+0.7%
0.05%
+2.0%
EMR NewEMERSON ELEC CO COMstock$228,3002,377
+100.0%
0.05%
IBM NewINTERNATIONAL BUSINESS MACHS COMstock$227,9001,618
+100.0%
0.05%
SCHF  SCHWAB INTERNATIONAL EQUITY ETFetf$229,600
+14.2%
7,1290.0%0.05%0.0%
INTC BuyINTEL CORP COMstock$221,540
+4.5%
8,382
+2.1%
0.05%
-7.7%
WEC  WEC ENERGY GROUP INC COMstock$221,000
+4.7%
2,3600.0%0.05%
-9.6%
WNC SellWABASH NATL CORP COMstock$217,000
-51.2%
9,616
-66.4%
0.05%
-56.9%
UBER BuyUBER TECHNOLOGIES INC COMstock$213,300
-6.0%
8,629
+0.6%
0.05%
-17.9%
MDLZ NewMONDELEZ INTL INC CL Astock$214,0003,222
+100.0%
0.05%
IWR NewISHARES RUSSELL MIDCAP ETFetf$202,8503,008
+100.0%
0.04%
PXD NewPIONEER NAT RES CO COMstock$206,200903
+100.0%
0.04%
CRM SellSALESFORCE INC COMstock$203,600
-16.9%
1,536
-9.9%
0.04%
-26.7%
SCHP SellSCHWAB US TIPS ETFetf$206,400
-0.3%
3,986
-0.2%
0.04%
-13.7%
COP NewCONOCOPHILLIPS COMstock$200,0001,998
+100.0%
0.04%
MDY NewSPDR S&P MIDCAP 400 ETF TRUSTetf$200,000500
+100.0%
0.04%
MBWM NewMERCANTILE BK CORP COMstock$200,7005,996
+100.0%
0.04%
QMOM NewMOMENTUMSHARES US QUANTITATIVE MOMEMENTUM ETFetf$201,3004,384
+100.0%
0.04%
LBRT  LIBERTY ENERGY INC COM CL Astock$200,000
+17.0%
13,5000.0%0.04%
+2.4%
KMB NewKIMBERLY-CLARK CORP COMstock$200,0001,556
+100.0%
0.04%
NWL NewNEWELL BRANDS INC COMstock$195,20014,925
+100.0%
0.04%
NEA  NUVEEN AMT FREE QLTY MUN INCME COMcef$160,100
+7.4%
14,0880.0%0.03%
-5.6%
FPI  FARMLAND PARTNERS INC COMreit$132,000
-2.2%
10,6700.0%0.03%
-15.2%
SOFI BuySOFI TECHNOLOGIES INC COMstock$58,600
-5.5%
12,715
+0.1%
0.01%
-13.3%
QABA ExitFIRST TRUST NASDAQ ABA COMMUNITY BANKetf$0-4,028
-100.0%
-0.05%
GCC ExitWISDOMTREE ENHANCED COMMODITY STGY FDetf$0-9,705
-100.0%
-0.05%
VTWO ExitVANGUARD RUSSELL 2000 ETFetf$0-3,220
-100.0%
-0.05%
VGT ExitVANGUARD INFORMATION TECHNOLOGY ETFetf$0-773
-100.0%
-0.06%
SIL ExitGLOBAL X SILVER MINERS ETFetf$0-12,146
-100.0%
-0.07%
FB ExitMETA PLATFORMS INC CL Astock$0-2,171
-100.0%
-0.07%
VTHR ExitVANGUARD RUSSELL 3000 ETFetf$0-1,900
-100.0%
-0.08%
BSCM ExitINVESCO BULLETSHARES 2022 CORPORATE BOND ETFetf$0-18,895
-100.0%
-0.10%
VO ExitVANGUARD MID-CAP ETFetf$0-2,205
-100.0%
-0.10%
IYM ExitISHARES U.S. BASIC MATERIALS ETFetf$0-25,154
-100.0%
-0.66%
GSG ExitISHARES S&P GSCI COMMODITY INDEXED TRUSTetf$0-168,254
-100.0%
-0.85%
Original filings

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

  • View 13F-HR filed 2023-01-18
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-HR2024-01-18
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
13F-HR2021-11-01

View Well Done, LLC's complete filings history.

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Export Well Done, LLC's holdings