Well Done, LLC Diversified Active

CIK: 0001667132 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 15, 2019

Total Value ($000): $406,587 (100.0% shares, 0.0% debt)

Holdings (149)

BRK/A BERKSHIRE HATHAWAY CLASS A 9.3%
Value ($000) $37,732 Shares 121 Est. Cost $205159.58 Unrealized +50.8%
GNTX GENTEX CORP 6.6%
Value ($000) $26,667 Shares 968,463 Est. Cost $18.19 Unrealized +45.3%
MTUM ISHARES MOMENTUM FACTOR 6.5%
Value ($000) $26,405 Shares 221,426 Est. Cost $79.72 Unrealized
QUAL ISHARES QUALITY FACTOR 6.3%
Value ($000) $25,546 Shares 276,472 Est. Cost $80.36 Unrealized
VLUE ISHARES VALUE FACTOR 4.9%
Value ($000) $19,979 Shares 243,529 Est. Cost $68.51 Unrealized
USMV ISHARES USA MINIMUM VOLATILITY 4.6%
Value ($000) $18,672 Shares 291,287 Est. Cost $52.85 Unrealized
IVV ISHARES CORE S&P 500 4.3%
Value ($000) $17,342 Shares 58,092 Est. Cost $282.20 Unrealized
IJR ISHARES S&P SMALL-CAP 2.8%
Value ($000) $11,574 Shares 148,684 Est. Cost $81.22 Unrealized
XMLV INVESCO MID-CAP LOW VOLATILITY 2.8%
Value ($000) $11,415 Shares 216,972 Est. Cost $51.29 Unrealized
INTF ISHARES INTERNATIONAL MULTI-FACTOR 2.5%
Value ($000) $10,075 Shares 395,079 Est. Cost $26.81 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 2.3%
Value ($000) $9,236 Shares 44,399 Est. Cost $157.53 Unrealized +30.8%
IJH ISHARES S&P MID-CAP 2.2%
Value ($000) $8,871 Shares 45,908 Est. Cost $220.52 Unrealized
ACWV ISHARES GLOBAL MINIMUM VOLATILITY 1.8%
Value ($000) $7,131 Shares 75,260 Est. Cost $89.42 Unrealized
EEMV ISHARES EMERGING MINIMUM VOLATILITY 1.7%
Value ($000) $6,732 Shares 117,913 Est. Cost $58.11 Unrealized
EFAV ISHARES EAFE MINIMUM VOLATILITY 1.6%
Value ($000) $6,694 Shares 91,351 Est. Cost $71.08 Unrealized
XSLV INVESCO SMALL-CAP LOW VOLATILITY 1.4%
Value ($000) $5,727 Shares 117,136 Est. Cost $47.11 Unrealized
VOE VANGUARD MID-CAP VALUE 1.4%
Value ($000) $5,519 Shares 48,842 Est. Cost $96.05 Unrealized
CZA INVESCO ZACKS MID-CAP 1.4%
Value ($000) $5,497 Shares 75,488 Est. Cost $65.84 Unrealized
DGRO ISHARES DIVIDEND GROWTH 1.3%
Value ($000) $5,462 Shares 139,556 Est. Cost $36.89 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 1.3%
Value ($000) $5,288 Shares 44,654 Est. Cost $114.76 Unrealized
SPY SPDR S&P 500 1.2%
Value ($000) $4,930 Shares 16,612 Est. Cost $243.39 Unrealized
MACATAWA BK CORP COM 1.2%
Value ($000) $4,771 Shares 459,173 Est. Cost $6.05 Unrealized
ABT ABBOTT LABS COM 1.2%
Value ($000) $4,712 Shares 56,311 Est. Cost $36.77 Unrealized +106.9%
ABBV ABBVIE INC COM 1.2%
Value ($000) $4,695 Shares 62,001 Est. Cost $37.96 Unrealized +38.5%
IQLT ISHARES INTERNATIONAL QUALITY FACTOR 1.1%
Value ($000) $4,509 Shares 151,916 Est. Cost $27.56 Unrealized
RPV INVESCO S&P 500 PURE VALUE 1.0%
Value ($000) $4,234 Shares 65,304 Est. Cost $65.12 Unrealized
TCF FINANCIAL CORPORATION NEW COM 1.0%
Value ($000) $3,946 Shares 103,660 Est. Cost $38.07 Unrealized
SPHQ INVESCO S&P 500 QUALITY 1.0%
Value ($000) $3,902 Shares 116,336 Est. Cost $30.13 Unrealized
AIVL WISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUND 0.9%
Value ($000) $3,851 Shares 44,048 Est. Cost $73.91 Unrealized
DON WISDOMTREE U.S. MID-CAP 0.9%
Value ($000) $3,558 Shares 97,981 Est. Cost $51.96 Unrealized
BLACKROCK MUNIYLD MICH QLTY FD COM 0.7%
Value ($000) $2,930 Shares 208,563 Est. Cost $13.87 Unrealized
ACWI ISHARES ACWI 0.7%
Value ($000) $2,771 Shares 37,569 Est. Cost $69.40 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.7%
Value ($000) $2,688 Shares 16,840 Est. Cost $111.67 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.6%
Value ($000) $2,636 Shares 24,386 Est. Cost $100.44 Unrealized
COMT ISHARES COMMODITIES SELECT 0.6%
Value ($000) $2,576 Shares 81,671 Est. Cost $36.10 Unrealized
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF 0.6%
Value ($000) $2,417 Shares 113,705 Est. Cost $20.80 Unrealized
RZG INVESCO S&P SMALL-CAP 600 PURE GROWTH 0.6%
Value ($000) $2,369 Shares 22,210 Est. Cost $126.98 Unrealized
INVESCO BULLETSHARES 2020 CORPORATE BOND ETF 0.6%
Value ($000) $2,356 Shares 110,622 Est. Cost $21.10 Unrealized
CL COLGATE PALMOLIVE CO COM 0.5%
Value ($000) $2,210 Shares 30,060 Est. Cost $52.97 Unrealized +18.1%
EFA ISHARES EAFE 0.5%
Value ($000) $2,000 Shares 30,677 Est. Cost $59.51 Unrealized
VTV VANGUARD VALUE INDEX 0.5%
Value ($000) $1,929 Shares 17,286 Est. Cost $109.63 Unrealized
VOO VANGUARD S&P 500 ETF 0.5%
Value ($000) $1,927 Shares 7,070 Est. Cost $219.08 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.5%
Value ($000) $1,876 Shares 27,975 Est. Cost $62.28 Unrealized
ISHARES COMEX GOLD TRUST 0.5%
Value ($000) $1,853 Shares 131,436 Est. Cost $12.01 Unrealized
MLKN MILLER HERMAN INC COM 0.4%
Value ($000) $1,816 Shares 39,399 Est. Cost $27.45 Unrealized +35.1%
DWM WISDOMTREE INTERNATIONAL EQUITY 0.4%
Value ($000) $1,641 Shares 33,002 Est. Cost $51.29 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $1,624 Shares 12,552 Est. Cost $85.55 Unrealized +28.6%
PG PROCTER & GAMBLE CO COM 0.4%
Value ($000) $1,559 Shares 12,531 Est. Cost $63.36 Unrealized +59.4%
VHT VANGUARD HEALTH CARE 0.4%
Value ($000) $1,459 Shares 8,700 Est. Cost $153.99 Unrealized
SCHE SCHWAB EMERGING MARKETS 0.4%
Value ($000) $1,447 Shares 57,599 Est. Cost $26.90 Unrealized
DIM WISDOMTREE INTERNATIONAL MID-CAP 0.3%
Value ($000) $1,375 Shares 22,792 Est. Cost $63.37 Unrealized
IVLU ISHARES INTERNATIONAL VALUE FACTOR 0.3%
Value ($000) $1,365 Shares 59,904 Est. Cost $25.50 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE 0.3%
Value ($000) $1,342 Shares 23,657 Est. Cost $54.72 Unrealized
PJUL INNOVATOR S&P 500 POWER BUFFER ETF - JULY 0.3%
Value ($000) $1,079 Shares 41,379 Est. Cost $26.08 Unrealized
MSFT MICROSOFT CORP COM 0.3%
Value ($000) $1,077 Shares 7,744 Est. Cost $62.02 Unrealized +109.5%
AAPL APPLE INC COM 0.3%
Value ($000) $1,076 Shares 4,803 Est. Cost $32.32 Unrealized +55.4%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.3%
Value ($000) $1,025 Shares 33,341 Est. Cost $32.90 Unrealized
EFV ISHARES EAFE VALUE 0.2%
Value ($000) $997 Shares 21,057 Est. Cost $45.22 Unrealized
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $977 Shares 8,301 Est. Cost $61.62 Unrealized +54.3%
LRGF ISHARES USA MULTI-FACTOR 0.2%
Value ($000) $896 Shares 28,068 Est. Cost $27.86 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.2%
Value ($000) $863 Shares 7,213 Est. Cost $83.49 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $861 Shares 12,187 Est. Cost $55.33 Unrealized -2.8%
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.2%
Value ($000) $851 Shares 19,413 Est. Cost $36.64 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.2%
Value ($000) $850 Shares 11,367 Est. Cost $65.46 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH 0.2%
Value ($000) $838 Shares 9,974 Est. Cost $70.73 Unrealized
EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF 0.2%
Value ($000) $830 Shares 13,920 Est. Cost $59.33 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.2%
Value ($000) $795 Shares 55,680 Est. Cost $9.01 Unrealized +12.5%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.2%
Value ($000) $780 Shares 3,471 Est. Cost $134.22 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.2%
Value ($000) $776 Shares 6,496 Est. Cost $119.11 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $774 Shares 4,709 Est. Cost $101.29 Unrealized +9.2%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.2%
Value ($000) $750 Shares 3,034 Est. Cost $140.36 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.2%
Value ($000) $714 Shares 3,372 Est. Cost $111.01 Unrealized
IYC ISHARES U.S. CONSUMER SERVICES ETF 0.2%
Value ($000) $705 Shares 3,244 Est. Cost $161.58 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.2%
Value ($000) $686 Shares 6,418 Est. Cost $72.61 Unrealized
IAI ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF 0.2%
Value ($000) $679 Shares 10,554 Est. Cost $58.63 Unrealized
SCHA SCHWAB U.S. SMALL-CAP 0.2%
Value ($000) $676 Shares 9,700 Est. Cost $69.77 Unrealized
V VISA INC COM CL A 0.2%
Value ($000) $667 Shares 3,880 Est. Cost $104.64 Unrealized +62.8%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $665 Shares 8,255 Est. Cost $71.46 Unrealized
VWO VANGUARD EMERGING MARKETS 0.2%
Value ($000) $656 Shares 16,290 Est. Cost $4.71 Unrealized
XNTK SPDR NYSE TECHNOLOGY ETF 0.2%
Value ($000) $635 Shares 8,730 Est. Cost $67.24 Unrealized
SYK STRYKER CORP COM 0.2%
Value ($000) $628 Shares 2,905 Est. Cost $91.54 Unrealized +118.7%
XSW SPDR S&P SOFTWARE & SERVICES ETF 0.2%
Value ($000) $627 Shares 6,718 Est. Cost $88.87 Unrealized
ACWX ISHARES ACWI EX-US 0.2%
Value ($000) $614 Shares 13,331 Est. Cost $41.96 Unrealized
XHE SPDR S&P HEALTH CARE EQUIPMENT ETF 0.1%
Value ($000) $606 Shares 7,761 Est. Cost $84.26 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $604 Shares 10,009 Est. Cost $30.82 Unrealized +31.2%
AOK ISHARES CONSERVATIVE ALLOCATION FUND 0.1%
Value ($000) $601 Shares 16,866 Est. Cost $33.06 Unrealized
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.1%
Value ($000) $600 Shares 3,708 Est. Cost $167.64 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.1%
Value ($000) $598 Shares 6,041 Est. Cost $81.94 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.1%
Value ($000) $581 Shares 10,032 Est. Cost $50.56 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.1%
Value ($000) $575 Shares 9,763 Est. Cost $51.02 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $542 Shares 3,202 Est. Cost $121.78 Unrealized +14.4%
META FACEBOOK INC CL A 0.1%
Value ($000) $508 Shares 2,850 Est. Cost $163.44 Unrealized +15.5%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $455 Shares 9,021 Est. Cost $40.84 Unrealized -2.6%
STEWARDSHIP FINL CORP COM 0.1%
Value ($000) $454 Shares 29,086 Est. Cost $11.55 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $449 Shares 1,928 Est. Cost $22.79 Unrealized +103.0%
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.1%
Value ($000) $425 Shares 13,646 Est. Cost $31.14 Unrealized
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.1%
Value ($000) $425 Shares 9,590 Est. Cost $48.95 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 0.1%
Value ($000) $418 Shares 9,058 Est. Cost $31.78 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $394 Shares 4,648 Est. Cost $83.12 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $388 Shares 2,406 Est. Cost $121.16 Unrealized +18.8%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $371 Shares 2,549 Est. Cost $93.07 Unrealized +10.1%
MGK VANGUARD MEGA-CAP GROWTH 0.1%
Value ($000) $370 Shares 2,791 Est. Cost $83.07 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $369 Shares 7,468 Est. Cost $44.54 Unrealized -3.9%
T AT&T INC COM 0.1%
Value ($000) $366 Shares 9,672 Est. Cost $15.83 Unrealized +7.4%
BAC BANK AMER CORP COM 0.1%
Value ($000) $361 Shares 12,379 Est. Cost $22.80 Unrealized +7.8%
DNL WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $358 Shares 6,157 Est. Cost $50.43 Unrealized
JP MORGAN ALERIAN MLP 0.1%
Value ($000) $348 Shares 14,949 Est. Cost $28.88 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $347 Shares 285 Est. Cost $54.64 Unrealized +7.5%
WISDOMTREE EMERGING MARKETS 0.1%
Value ($000) $338 Shares 11,277 Est. Cost $32.88 Unrealized
ESG FLEXSHARES STOXX US ESG IMPACT INDEX FUND 0.1%
Value ($000) $335 Shares 4,724 Est. Cost $62.66 Unrealized
SUSA ISHARES MSCI USA ESG SELECT ETF 0.1%
Value ($000) $333 Shares 2,693 Est. Cost $111.03 Unrealized
ESGG FLEXSHARES STOXX GLOBAL ESG IMPACT INDEX FUND 0.1%
Value ($000) $314 Shares 3,160 Est. Cost $94.30 Unrealized
ISCF ISHARES INTERNATIONAL SMALL-CAP 0.1%
Value ($000) $306 Shares 10,719 Est. Cost $30.51 Unrealized
BIBL INSPIRE 100 ETF 0.1%
Value ($000) $298 Shares 10,670 Est. Cost $27.93 Unrealized
ISMD INSPIRE SMALL/MID CAP IMPACT ETF 0.1%
Value ($000) $293 Shares 11,140 Est. Cost $26.30 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.1%
Value ($000) $293 Shares 5,190 Est. Cost $56.45 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $290 Shares 2,085 Est. Cost $121.44 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $284 Shares 1,478 Est. Cost $142.81 Unrealized +23.6%
RFG INVESCO S&P MID-CAP 400 PURE GROWTH 0.1%
Value ($000) $281 Shares 1,986 Est. Cost $161.56 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $280 Shares 5,878 Est. Cost $32.74 Unrealized 0.0%
IQDF FLEXSHARES INTERNATIONAL QUALITY DIVIDEND 0.1%
Value ($000) $280 Shares 12,572 Est. Cost $26.12 Unrealized
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $276 Shares 3,873 Est. Cost $25.91 Unrealized 0.0%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $272 Shares 223 Est. Cost $54.68 Unrealized +7.5%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $269 Shares 155 Est. Cost $76.82 Unrealized +20.7%
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $269 Shares 9,838 Est. Cost $21.66 Unrealized -1.9%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $265 Shares 2,234 Est. Cost $78.87 Unrealized +16.1%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $265 Shares 2,560 Est. Cost $86.49 Unrealized +27.1%
HD HOME DEPOT INC COM 0.1%
Value ($000) $263 Shares 1,135 Est. Cost $126.52 Unrealized +47.9%
AMGN AMGEN INC COM 0.1%
Value ($000) $259 Shares 1,341 Est. Cost $158.01 Unrealized 0.0%
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $254 Shares 4,283 Est. Cost $69.62 Unrealized
SMLF ISHARES U.S. SMALL-CAP MULTI-FACTOR 0.1%
Value ($000) $253 Shares 6,343 Est. Cost $36.27 Unrealized
MRK MERCK & CO INC COM 0.1%
Value ($000) $247 Shares 2,931 Est. Cost $56.72 Unrealized +15.4%
AGG ISHARES CORE U.S. AGGREGATE BOND 0.1%
Value ($000) $240 Shares 2,118 Est. Cost $106.66 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND 0.1%
Value ($000) $236 Shares 2,100 Est. Cost $100.95 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $236 Shares 4,220 Est. Cost $88.71 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE 0.1%
Value ($000) $229 Shares 4,930 Est. Cost $40.01 Unrealized
IEFA ISHARES CORE EAFE 0.1%
Value ($000) $223 Shares 3,656 Est. Cost $54.97 Unrealized
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $218 Shares 2,293 Est. Cost $73.50 Unrealized 0.0%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $218 Shares 2,469 Est. Cost $55.82 Unrealized +44.5%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $211 Shares 1,503 Est. Cost $104.11 Unrealized +3.4%
IWP ISHARES RUSSELL MID-CAP GROWTH 0.1%
Value ($000) $208 Shares 1,469 Est. Cost $142.27 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $207 Shares 2,492 Est. Cost $71.40 Unrealized +1.0%
O REALTY INCOME CORP COM 0.0%
Value ($000) $203 Shares 2,646 Est. Cost $51.29 Unrealized 0.0%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $202 Shares 39,844 Est. Cost $5.03 Unrealized
HOMB HOME BANCSHARES INC COM 0.0%
Value ($000) $201 Shares 10,715 Est. Cost $24.02 Unrealized -22.2%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $200 Shares 1,197 Est. Cost $167.08 Unrealized
NUVEEN MICHIGAN QLT MUN INC FD COM 0.0%
Value ($000) $175 Shares 12,500 Est. Cost $12.64 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $94 Shares 10,476 Est. Cost $7.55 Unrealized
FPI FARMLAND PARTNERS INC COM 0.0%
Value ($000) $71 Shares 10,670 Est. Cost $8.34 Unrealized