Well Done, LLC Diversified Active

CIK: 0001667132 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 9, 2018

Total Value ($000): $306,565 (100.0% shares, 0.0% debt)

Holdings (115)

BRK/A BERKSHIRE HATHAWAY INC DEL CL A 12.8%
Value ($000) $39,284 Shares 132 Est. Cost $201678.17 Unrealized +41.2%
VLUE SHARES EDGE MSCI USA VALUE FACTOR ETF 11.0%
Value ($000) $33,765 Shares 403,781 Est. Cost $67.88 Unrealized
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 9.0%
Value ($000) $27,504 Shares 266,687 Est. Cost $75.00 Unrealized
GNTX GENTEX CORP COM 5.0%
Value ($000) $15,315 Shares 731,026 Est. Cost $16.16 Unrealized +23.1%
VOE VANGUARD MID-CAP VALUE INDEX FUND 4.4%
Value ($000) $13,471 Shares 120,740 Est. Cost $94.60 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 2.8%
Value ($000) $8,696 Shares 113,213 Est. Cost $88.93 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.7%
Value ($000) $8,395 Shares 42,350 Est. Cost $142.74 Unrealized +33.0%
MACATAWA BK CORP COM 2.6%
Value ($000) $7,959 Shares 795,828 Est. Cost $6.05 Unrealized
QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF 2.3%
Value ($000) $7,177 Shares 86,565 Est. Cost $64.61 Unrealized
IJH ISHARES S&P MIDCAP FUND 2.2%
Value ($000) $6,877 Shares 36,237 Est. Cost $233.12 Unrealized
GUGGENHEIM S&P 500 PURE GROWTH ETF 2.0%
Value ($000) $6,117 Shares 58,348 Est. Cost $80.96 Unrealized
ABBV ABBVIE INC COM 2.0%
Value ($000) $6,025 Shares 62,294 Est. Cost $37.96 Unrealized +76.2%
CHEMICAL FINL CORP COM 1.9%
Value ($000) $5,859 Shares 109,568 Est. Cost $34.27 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 1.9%
Value ($000) $5,751 Shares 45,729 Est. Cost $118.87 Unrealized
AIVL WISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUND 1.9%
Value ($000) $5,729 Shares 64,809 Est. Cost $72.62 Unrealized
XOM EXXON MOBIL CORP COM 1.5%
Value ($000) $4,681 Shares 55,957 Est. Cost $55.26 Unrealized +3.4%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 1.4%
Value ($000) $4,445 Shares 84,203 Est. Cost $43.84 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 1.4%
Value ($000) $4,286 Shares 121,460 Est. Cost $52.12 Unrealized
SPY SPDR S&P 500 ETF 1.4%
Value ($000) $4,285 Shares 16,056 Est. Cost $220.95 Unrealized
GUGGENHEIM S&P 500 EQUAL WEIGHT ETF 1.4%
Value ($000) $4,223 Shares 41,790 Est. Cost $81.94 Unrealized
GUGGENHEIM MID-CAP CORE ETF 1.4%
Value ($000) $4,198 Shares 64,018 Est. Cost $53.20 Unrealized
GUGGENHEIM S&P 500 PURE VALUE ETF 1.3%
Value ($000) $3,979 Shares 60,024 Est. Cost $49.20 Unrealized
GUGGENHEIM S&P SMALLCAP 600 PURE GROWTH ETF 1.3%
Value ($000) $3,875 Shares 33,829 Est. Cost $80.86 Unrealized
POWERSHARES S&P MIDCAP LOW VOLATILITY PORTFOLIO 1.2%
Value ($000) $3,832 Shares 84,442 Est. Cost $37.02 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 1.2%
Value ($000) $3,681 Shares 51,048 Est. Cost $67.17 Unrealized
POWERSHARES S&P 500 QUALITY PORTFOLIO 1.2%
Value ($000) $3,627 Shares 119,104 Est. Cost $23.39 Unrealized
ABT ABBOTT LABS COM 1.1%
Value ($000) $3,343 Shares 58,567 Est. Cost $36.77 Unrealized +30.9%
BLACKROCK MUNIYLD MICH QLTY FD COM 0.9%
Value ($000) $2,710 Shares 193,563 Est. Cost $13.92 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.8%
Value ($000) $2,342 Shares 38,298 Est. Cost $63.30 Unrealized
CL COLGATE PALMOLIVE CO COM 0.7%
Value ($000) $2,285 Shares 30,275 Est. Cost $52.77 Unrealized +14.2%
INVUITY INC COM NEW 0.7%
Value ($000) $2,276 Shares 367,087 Est. Cost $5.75 Unrealized
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.6%
Value ($000) $1,978 Shares 43,186 Est. Cost $36.53 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.6%
Value ($000) $1,693 Shares 12,568 Est. Cost $99.91 Unrealized
DWM WISDOMTREE INTERNATIONAL EQUITY FUND 0.5%
Value ($000) $1,671 Shares 29,948 Est. Cost $51.40 Unrealized
COMT ISHARES COMMODITIES SELECT STRATEGY ETF 0.5%
Value ($000) $1,522 Shares 41,877 Est. Cost $34.26 Unrealized
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $1,410 Shares 10,090 Est. Cost $79.13 Unrealized +40.3%
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $1,377 Shares 5,611 Est. Cost $205.66 Unrealized
MLKN MILLER HERMAN INC COM 0.4%
Value ($000) $1,281 Shares 31,965 Est. Cost $23.97 Unrealized +19.0%
ISHARES COMEX GOLD TRUST 0.4%
Value ($000) $1,264 Shares 100,975 Est. Cost $11.91 Unrealized
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $1,170 Shares 12,731 Est. Cost $60.21 Unrealized +20.7%
AAPL APPLE INC COM 0.4%
Value ($000) $1,137 Shares 6,714 Est. Cost $31.54 Unrealized +23.9%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.4%
Value ($000) $1,119 Shares 20,450 Est. Cost $54.72 Unrealized
IVLU ISHARES EDGE MSCI INTL VALUE FACTOR ETF 0.4%
Value ($000) $1,111 Shares 42,010 Est. Cost $24.35 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.4%
Value ($000) $1,104 Shares 15,608 Est. Cost $70.73 Unrealized
AOK ISHARES CONSERVATIVE ALLOCATION FUND 0.4%
Value ($000) $1,074 Shares 30,982 Est. Cost $33.06 Unrealized
AOM ISHARES MODERATE ALLOCATION FUND 0.3%
Value ($000) $975 Shares 25,630 Est. Cost $35.34 Unrealized
DIM WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND 0.3%
Value ($000) $923 Shares 13,373 Est. Cost $62.76 Unrealized
GUGGENHEIM S&P MIDCAP 400 PURE GROWTH ETF 0.3%
Value ($000) $922 Shares 5,980 Est. Cost $124.69 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.3%
Value ($000) $824 Shares 29,487 Est. Cost $27.94 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.3%
Value ($000) $818 Shares 24,182 Est. Cost $33.78 Unrealized
DFE WISDOMTREE EUROPE SMALLCAP DIVIDEND FUND 0.3%
Value ($000) $818 Shares 11,583 Est. Cost $56.13 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.3%
Value ($000) $817 Shares 11,710 Est. Cost $69.77 Unrealized
MMM 3M CO COM 0.3%
Value ($000) $810 Shares 3,440 Est. Cost $96.20 Unrealized +50.7%
SUI SUN CMNTYS INC COM 0.3%
Value ($000) $768 Shares 8,277 Est. Cost $68.56 Unrealized
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $768 Shares 7,179 Est. Cost $52.09 Unrealized +56.1%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.2%
Value ($000) $750 Shares 7,346 Est. Cost $77.76 Unrealized
GLD SPDR GOLD SHARES 0.2%
Value ($000) $658 Shares 5,320 Est. Cost $121.49 Unrealized
POWERSHARES DWA MOMENTUM PORTFOLIO 0.2%
Value ($000) $638 Shares 12,350 Est. Cost $41.38 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $611 Shares 11,536 Est. Cost $30.44 Unrealized +5.0%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.2%
Value ($000) $607 Shares 3,225 Est. Cost $122.98 Unrealized
WFC WELLS FARGO CO NEW COM 0.2%
Value ($000) $605 Shares 9,966 Est. Cost $40.84 Unrealized +10.4%
VHT VANGUARD HEALTH CARE INDEX FUND 0.2%
Value ($000) $592 Shares 3,839 Est. Cost $137.80 Unrealized
IGV ISHARES NORTH AMERICAN TECH-SOFTWARE ETF 0.2%
Value ($000) $553 Shares 3,574 Est. Cost $96.96 Unrealized
SOXX ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND 0.2%
Value ($000) $537 Shares 3,161 Est. Cost $122.59 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.2%
Value ($000) $531 Shares 7,956 Est. Cost $48.50 Unrealized
UBS E-TRACS ALERIAN MLP INFRASTRUCTURE ETN 0.2%
Value ($000) $525 Shares 21,662 Est. Cost $24.24 Unrealized
MSFT MICROSOFT CORP COM 0.2%
Value ($000) $519 Shares 6,056 Est. Cost $50.73 Unrealized +48.4%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.2%
Value ($000) $507 Shares 2,917 Est. Cost $126.63 Unrealized
GUGGENHEIM BULLETSHARES 2018 CORPORATE BOND ETF 0.2%
Value ($000) $498 Shares 23,600 Est. Cost $21.23 Unrealized
GUGGENHEIM BULLETSHARES 2019 CORPORATE BOND ETF 0.2%
Value ($000) $497 Shares 23,560 Est. Cost $21.22 Unrealized
SLV ISHARES SILVER TRUST 0.2%
Value ($000) $488 Shares 30,465 Est. Cost $10.77 Unrealized
JPMORGAN ALERIAN MLP INDEX ETN 0.2%
Value ($000) $479 Shares 17,415 Est. Cost $29.60 Unrealized
IYC ISHARES U.S. CONSUMER SERVICES ETF 0.2%
Value ($000) $472 Shares 2,628 Est. Cost $150.95 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.2%
Value ($000) $468 Shares 32,083 Est. Cost $7.38 Unrealized +32.5%
SYK STRYKER CORP COM 0.2%
Value ($000) $466 Shares 3,005 Est. Cost $91.54 Unrealized +52.5%
DOWDUPONT INC COM 0.2%
Value ($000) $464 Shares 6,504 Est. Cost $71.34 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $447 Shares 6,345 Est. Cost $70.45 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $428 Shares 9,327 Est. Cost $33.31 Unrealized +7.0%
XSD SPDR S&P SEMICONDUCTOR ETF 0.1%
Value ($000) $428 Shares 6,124 Est. Cost $55.09 Unrealized
XNTK SPDR NYSE TECHNOLOGY ETF 0.1%
Value ($000) $426 Shares 5,075 Est. Cost $62.43 Unrealized
EEMV ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF 0.1%
Value ($000) $402 Shares 6,616 Est. Cost $48.66 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $391 Shares 4,678 Est. Cost $67.31 Unrealized
DGRE WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $388 Shares 14,234 Est. Cost $24.14 Unrealized
POWERSHARES S&P SMALLCAP LOW VOLATILITY PORTFOLIO 0.1%
Value ($000) $386 Shares 8,337 Est. Cost $38.54 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $384 Shares 6,525 Est. Cost $54.96 Unrealized
T AT&T INC COM 0.1%
Value ($000) $383 Shares 9,848 Est. Cost $15.83 Unrealized -3.6%
KBE SPDR S&P BANK ETF 0.1%
Value ($000) $373 Shares 7,875 Est. Cost $43.88 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $363 Shares 2,360 Est. Cost $93.01 Unrealized +9.8%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $347 Shares 1,287 Est. Cost $237.48 Unrealized
POWERSHARES S&P 500 LOW VOLATILITY PORTFOLIO 0.1%
Value ($000) $336 Shares 7,033 Est. Cost $49.64 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.1%
Value ($000) $334 Shares 2,994 Est. Cost $83.07 Unrealized
IQDF FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUND 0.1%
Value ($000) $318 Shares 11,855 Est. Cost $26.24 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $311 Shares 1,986 Est. Cost $22.38 Unrealized +40.9%
V VISA INC COM CL A 0.1%
Value ($000) $309 Shares 2,710 Est. Cost $91.59 Unrealized +14.0%
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 0.1%
Value ($000) $288 Shares 6,565 Est. Cost $43.87 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $282 Shares 1,486 Est. Cost $124.58 Unrealized +13.7%
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $276 Shares 3,815 Est. Cost $72.35 Unrealized
ELKHORN FUNDAMENTAL COMMODITY STRATEGY ETF 0.1%
Value ($000) $273 Shares 9,700 Est. Cost $25.26 Unrealized
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $252 Shares 14,401 Est. Cost $29.12 Unrealized
HOMB HOME BANCSHARES INC COM 0.1%
Value ($000) $250 Shares 10,715 Est. Cost $24.02 Unrealized -2.7%
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 0.1%
Value ($000) $250 Shares 6,591 Est. Cost $30.50 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.1%
Value ($000) $247 Shares 2,680 Est. Cost $70.97 Unrealized
FXO FIRST TRUST FINANCIALS ALPHADEX FUND 0.1%
Value ($000) $241 Shares 7,686 Est. Cost $31.36 Unrealized
GIS GENERAL MLS INC COM 0.1%
Value ($000) $238 Shares 4,009 Est. Cost $40.54 Unrealized 0.0%
META FACEBOOK INC CL A 0.1%
Value ($000) $236 Shares 1,334 Est. Cost $165.72 Unrealized +5.9%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $232 Shares 1,520 Est. Cost $152.63 Unrealized
OXY OCCIDENTAL PETE CORP DEL COM 0.1%
Value ($000) $222 Shares 3,004 Est. Cost $48.86 Unrealized +12.8%
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF 0.1%
Value ($000) $222 Shares 5,105 Est. Cost $43.49 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $220 Shares 1,055 Est. Cost $208.53 Unrealized
WISDOMTREE EMERGING MARKETS DIVIDEND FUND 0.1%
Value ($000) $217 Shares 6,535 Est. Cost $31.52 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $215 Shares 1,715 Est. Cost $76.20 Unrealized +9.6%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $214 Shares 5,578 Est. Cost $27.97 Unrealized 0.0%
GUGGENHEIM S&P MIDCAP 400 PURE VALUE ETF 0.1%
Value ($000) $210 Shares 3,000 Est. Cost $70.00 Unrealized
PRICELINE GRP INC COM NEW 0.1%
Value ($000) $209 Shares 120 Est. Cost $2795.21 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.1%
Value ($000) $206 Shares 1,707 Est. Cost $92.49 Unrealized