Well Done, LLC Diversified Active

CIK: 0001667132 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 3, 2018

Total Value ($000): $333,678 (100.0% shares, 0.0% debt)

Holdings (128)

BRK/A BERKSHIRE HATHAWAY INC DEL CL A 11.2%
Value ($000) $37,229 Shares 132 Est. Cost $201678.17 Unrealized +45.2%
VLUE ISHARES EDGE MSCI USA VALUE FACTOR ETF 9.8%
Value ($000) $32,672 Shares 395,503 Est. Cost $68.23 Unrealized
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 9.8%
Value ($000) $32,602 Shares 297,197 Est. Cost $78.47 Unrealized
GNTX GENTEX CORP COM 7.3%
Value ($000) $24,241 Shares 1,053,075 Est. Cost $18.19 Unrealized +30.5%
VOE VANGUARD MID-CAP VALUE INDEX FUND 4.4%
Value ($000) $14,730 Shares 133,356 Est. Cost $96.05 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 3.1%
Value ($000) $10,419 Shares 124,842 Est. Cost $88.17 Unrealized
MACATAWA BK CORP COM 2.9%
Value ($000) $9,667 Shares 796,320 Est. Cost $6.05 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.5%
Value ($000) $8,496 Shares 45,523 Est. Cost $146.27 Unrealized +33.3%
QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF 2.4%
Value ($000) $8,043 Shares 96,390 Est. Cost $66.51 Unrealized
IJH ISHARES S&P MIDCAP FUND 2.2%
Value ($000) $7,301 Shares 37,487 Est. Cost $232.03 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 2.0%
Value ($000) $6,645 Shares 57,904 Est. Cost $114.76 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 1.9%
Value ($000) $6,242 Shares 47,320 Est. Cost $119.11 Unrealized
ABBV ABBVIE INC COM 1.7%
Value ($000) $5,788 Shares 62,479 Est. Cost $37.96 Unrealized +85.7%
ACWI ISHARES MSCI ACWI INDEX FUND 1.6%
Value ($000) $5,251 Shares 73,847 Est. Cost $68.47 Unrealized
CHEMICAL FINL CORP COM 1.5%
Value ($000) $5,055 Shares 90,806 Est. Cost $34.27 Unrealized
IVLU ISHARES EDGE MSCI INTL VALUE FACTOR ETF 1.5%
Value ($000) $4,978 Shares 199,083 Est. Cost $25.53 Unrealized
CZA INVESCO ZACKS MID-CAP ETF 1.2%
Value ($000) $4,147 Shares 64,107 Est. Cost $64.69 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 1.2%
Value ($000) $4,048 Shares 61,593 Est. Cost $65.72 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 1.2%
Value ($000) $4,000 Shares 111,743 Est. Cost $52.12 Unrealized
RZG INVESCO EXCHANGE TRADED FD TR S&P SML600 GWT 1.2%
Value ($000) $3,988 Shares 31,406 Est. Cost $126.98 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 1.2%
Value ($000) $3,952 Shares 74,357 Est. Cost $43.84 Unrealized
AIVL WISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUND 1.1%
Value ($000) $3,821 Shares 43,978 Est. Cost $72.62 Unrealized
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 1.1%
Value ($000) $3,780 Shares 80,408 Est. Cost $47.01 Unrealized
ABT ABBOTT LABS COM 1.1%
Value ($000) $3,566 Shares 58,468 Est. Cost $36.77 Unrealized +44.5%
SPHQ INVESCO S&P 500 QUALITY ETF 1.0%
Value ($000) $3,402 Shares 113,363 Est. Cost $30.01 Unrealized
SPY SPDR S&P 500 ETF 1.0%
Value ($000) $3,280 Shares 12,094 Est. Cost $220.95 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.9%
Value ($000) $3,124 Shares 30,667 Est. Cost $101.87 Unrealized
INTF ISHARES EDGE MSCI MULTIFACTOR INTL ETF 0.9%
Value ($000) $3,083 Shares 111,590 Est. Cost $28.63 Unrealized
BLACKROCK MUNIYLD MICH QLTY FD COM 0.8%
Value ($000) $2,734 Shares 208,563 Est. Cost $13.87 Unrealized
COMT ISHARES COMMODITIES SELECT STRATEGY ETF 0.8%
Value ($000) $2,587 Shares 66,250 Est. Cost $36.01 Unrealized
MLKN MILLER HERMAN INC COM 0.8%
Value ($000) $2,511 Shares 74,077 Est. Cost $27.45 Unrealized -1.1%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.7%
Value ($000) $2,201 Shares 35,220 Est. Cost $63.30 Unrealized
ISHARES COMEX GOLD TRUST 0.6%
Value ($000) $2,136 Shares 177,737 Est. Cost $12.02 Unrealized
CL COLGATE PALMOLIVE CO COM 0.6%
Value ($000) $2,020 Shares 31,183 Est. Cost $52.97 Unrealized +3.1%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.6%
Value ($000) $1,856 Shares 12,911 Est. Cost $101.07 Unrealized
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF 0.5%
Value ($000) $1,669 Shares 80,450 Est. Cost $20.75 Unrealized
DWM WISDOMTREE INTERNATIONAL EQUITY FUND 0.5%
Value ($000) $1,655 Shares 31,378 Est. Cost $51.56 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.5%
Value ($000) $1,599 Shares 61,789 Est. Cost $27.66 Unrealized
VOO VANGUARD S&P 500 ETF 0.5%
Value ($000) $1,522 Shares 6,103 Est. Cost $208.77 Unrealized
INVESCO BULLETSHARES 2020 CORPORATE BOND ETF 0.4%
Value ($000) $1,463 Shares 69,500 Est. Cost $21.05 Unrealized
INVUITY INC COM NEW 0.4%
Value ($000) $1,431 Shares 367,087 Est. Cost $5.75 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.4%
Value ($000) $1,408 Shares 43,946 Est. Cost $33.44 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $1,205 Shares 9,935 Est. Cost $79.13 Unrealized +27.3%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.4%
Value ($000) $1,182 Shares 15,608 Est. Cost $70.73 Unrealized
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $1,104 Shares 13,352 Est. Cost $55.26 Unrealized +1.6%
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.3%
Value ($000) $1,091 Shares 24,535 Est. Cost $36.53 Unrealized
IQDF FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUND 0.3%
Value ($000) $1,088 Shares 44,741 Est. Cost $26.31 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.3%
Value ($000) $1,086 Shares 20,450 Est. Cost $54.72 Unrealized
DIM WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND 0.3%
Value ($000) $1,073 Shares 16,451 Est. Cost $63.87 Unrealized
EEMV ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF 0.3%
Value ($000) $1,034 Shares 17,879 Est. Cost $54.61 Unrealized
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.3%
Value ($000) $1,034 Shares 6,400 Est. Cost $161.56 Unrealized
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $1,015 Shares 13,004 Est. Cost $60.37 Unrealized +2.4%
HBAN HUNTINGTON BANCSHARES INC COM 0.3%
Value ($000) $844 Shares 57,229 Est. Cost $9.01 Unrealized +17.8%
AAPL APPLE INC COM 0.3%
Value ($000) $838 Shares 4,530 Est. Cost $31.54 Unrealized +35.6%
DFE WISDOMTREE EUROPE SMALLCAP DIVIDEND FUND 0.2%
Value ($000) $796 Shares 12,203 Est. Cost $56.83 Unrealized
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $793 Shares 7,611 Est. Cost $59.04 Unrealized +50.8%
SUI SUN CMNTYS INC COM 0.2%
Value ($000) $739 Shares 7,557 Est. Cost $68.56 Unrealized
AOK ISHARES CONSERVATIVE ALLOCATION FUND 0.2%
Value ($000) $730 Shares 21,480 Est. Cost $33.06 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.2%
Value ($000) $713 Shares 9,700 Est. Cost $69.77 Unrealized
INVESCO BULLETSHARES 2018 CORPORATE BOND ETF 0.2%
Value ($000) $684 Shares 32,351 Est. Cost $21.14 Unrealized
INVESCO BULLETSHARES 2019 CORPORATE BOND ETF 0.2%
Value ($000) $679 Shares 32,382 Est. Cost $20.97 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $676 Shares 3,441 Est. Cost $96.20 Unrealized +35.3%
MSFT MICROSOFT CORP COM 0.2%
Value ($000) $660 Shares 6,694 Est. Cost $54.33 Unrealized +65.2%
GLD SPDR GOLD SHARES 0.2%
Value ($000) $643 Shares 5,421 Est. Cost $121.44 Unrealized
IGV ISHARES NORTH AMERICAN TECH-SOFTWARE ETF 0.2%
Value ($000) $633 Shares 3,466 Est. Cost $98.18 Unrealized
STEWARDSHIP FINL CORP COM 0.2%
Value ($000) $620 Shares 53,239 Est. Cost $11.55 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 0.2%
Value ($000) $610 Shares 3,839 Est. Cost $137.80 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.2%
Value ($000) $610 Shares 3,172 Est. Cost $124.75 Unrealized
PDP INVESCO DWA MOMENTUM ETF 0.2%
Value ($000) $610 Shares 11,024 Est. Cost $55.33 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.2%
Value ($000) $606 Shares 8,760 Est. Cost $50.19 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $605 Shares 12,040 Est. Cost $30.57 Unrealized +5.4%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.2%
Value ($000) $596 Shares 5,866 Est. Cost $77.76 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.2%
Value ($000) $577 Shares 2,880 Est. Cost $127.66 Unrealized
SOXX ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND 0.2%
Value ($000) $565 Shares 3,174 Est. Cost $124.09 Unrealized
WFC WELLS FARGO CO NEW COM 0.2%
Value ($000) $549 Shares 9,905 Est. Cost $40.84 Unrealized +6.1%
JPMORGAN ALERIAN MLP INDEX ETN 0.2%
Value ($000) $541 Shares 20,379 Est. Cost $28.88 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.2%
Value ($000) $531 Shares 5,924 Est. Cost $81.19 Unrealized
IYC ISHARES U.S. CONSUMER SERVICES ETF 0.2%
Value ($000) $526 Shares 2,718 Est. Cost $152.21 Unrealized
SYK STRYKER CORP COM 0.2%
Value ($000) $507 Shares 3,005 Est. Cost $91.54 Unrealized +69.1%
WISDOMTREE EMERGING MARKETS DIVIDEND FUND 0.2%
Value ($000) $503 Shares 16,265 Est. Cost $32.88 Unrealized
XNTK SPDR NYSE TECHNOLOGY ETF 0.1%
Value ($000) $498 Shares 5,342 Est. Cost $63.83 Unrealized
XSD SPDR S&P SEMICONDUCTOR ETF 0.1%
Value ($000) $473 Shares 6,547 Est. Cost $56.10 Unrealized
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.1%
Value ($000) $451 Shares 9,472 Est. Cost $49.14 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $439 Shares 5,045 Est. Cost $68.73 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $419 Shares 3,170 Est. Cost $96.40 Unrealized +26.6%
DOWDUPONT INC COM 0.1%
Value ($000) $419 Shares 6,367 Est. Cost $71.34 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $409 Shares 9,327 Est. Cost $33.31 Unrealized +2.1%
KBE SPDR S&P BANK ETF 0.1%
Value ($000) $405 Shares 8,589 Est. Cost $44.19 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $402 Shares 6,590 Est. Cost $55.26 Unrealized
DGRE WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $395 Shares 15,896 Est. Cost $24.31 Unrealized
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.1%
Value ($000) $360 Shares 7,454 Est. Cost $48.30 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.1%
Value ($000) $356 Shares 2,994 Est. Cost $83.07 Unrealized
AOR ISHARES GROWTH ALLOCATION FUND 0.1%
Value ($000) $332 Shares 7,491 Est. Cost $44.32 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $331 Shares 4,950 Est. Cost $70.45 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $329 Shares 2,360 Est. Cost $93.01 Unrealized +7.5%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $328 Shares 7,638 Est. Cost $29.76 Unrealized +16.7%
META FACEBOOK INC CL A 0.1%
Value ($000) $328 Shares 1,692 Est. Cost $168.50 Unrealized +6.5%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $323 Shares 1,936 Est. Cost $22.38 Unrealized +49.3%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $319 Shares 71,611 Est. Cost $3.87 Unrealized
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $318 Shares 21,016 Est. Cost $10.77 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $316 Shares 1,708 Est. Cost $183.82 Unrealized
T AT&T INC COM 0.1%
Value ($000) $316 Shares 9,848 Est. Cost $15.83 Unrealized -8.2%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $314 Shares 1,151 Est. Cost $237.48 Unrealized
ESG FLEXSHARES STOXX US ESG IMPACT INDEX FUND 0.1%
Value ($000) $304 Shares 4,724 Est. Cost $62.66 Unrealized
SUSA ISHARES MSCI USA ESG SELECT ETF 0.1%
Value ($000) $303 Shares 2,693 Est. Cost $111.03 Unrealized
ESGG FLEXSHARES STOXX GLOBAL ESG IMPACT INDEX FUND 0.1%
Value ($000) $297 Shares 3,160 Est. Cost $94.30 Unrealized
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.1%
Value ($000) $295 Shares 87,370 Est. Cost $6.69 Unrealized
MBWM MERCANTILE BANK CORP COM 0.1%
Value ($000) $282 Shares 7,634 Est. Cost $25.82 Unrealized +2.4%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.1%
Value ($000) $281 Shares 5,940 Est. Cost $47.31 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 0.1%
Value ($000) $278 Shares 6,591 Est. Cost $30.50 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $269 Shares 3,547 Est. Cost $72.35 Unrealized
AMZN AMAZON COM INC COM 0.1%
Value ($000) $254 Shares 150 Est. Cost $72.51 Unrealized +9.5%
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.1%
Value ($000) $252 Shares 7,437 Est. Cost $33.23 Unrealized
HOMB HOME BANCSHARES INC COM 0.1%
Value ($000) $241 Shares 10,715 Est. Cost $24.02 Unrealized -3.7%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $238 Shares 1,890 Est. Cost $77.40 Unrealized +15.2%
MOO VANECK VECTORS AGRIBUSINESS ETF 0.1%
Value ($000) $233 Shares 3,753 Est. Cost $62.08 Unrealized
ISCF ISHARES EDGE MSCI MULTIFACTOR INTL SMALL-CAP ETF 0.1%
Value ($000) $226 Shares 7,141 Est. Cost $31.65 Unrealized
OXY OCCIDENTAL PETE CORP DEL COM 0.1%
Value ($000) $224 Shares 2,680 Est. Cost $48.86 Unrealized +35.8%
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF 0.1%
Value ($000) $224 Shares 5,105 Est. Cost $43.49 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $224 Shares 201 Est. Cost $54.62 Unrealized -1.8%
IWR ISHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $223 Shares 1,055 Est. Cost $208.53 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $216 Shares 1,112 Est. Cost $125.29 Unrealized +23.7%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $215 Shares 1,314 Est. Cost $152.63 Unrealized
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.1%
Value ($000) $212 Shares 12,008 Est. Cost $17.65 Unrealized
RFV INVESCO S&P MIDCAP 400 PURE VALUE ETF 0.1%
Value ($000) $211 Shares 3,000 Est. Cost $70.33 Unrealized
NUVEEN MICHIGAN QLT MUN INC FD COM 0.0%
Value ($000) $158 Shares 12,500 Est. Cost $12.66 Unrealized
VDE VANGUARD ENERGY INDEX FUND 0.0%
Value ($000) $107 Shares 50,123 Est. Cost $1.02 Unrealized
FPI FARMLAND PARTNERS INC COM 0.0%
Value ($000) $93 Shares 10,670 Est. Cost $8.34 Unrealized