Well Done, LLC Diversified Active

CIK: 0001667132 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 29, 2020

Total Value ($000): $431,878 (100.0% shares, 0.0% debt)

Holdings (153)

BRK/A BERKSHIRE HATHAWAY CLASS A 9.6%
Value ($000) $41,430 Shares 122 Est. Cost $205159.58 Unrealized +58.8%
GNTX GENTEX CORP 6.5%
Value ($000) $28,039 Shares 967,516 Est. Cost $18.19 Unrealized +54.8%
QUAL ISHARES QUALITY FACTOR 6.4%
Value ($000) $27,500 Shares 272,279 Est. Cost $80.36 Unrealized
MTUM ISHARES MOMENTUM FACTOR 6.2%
Value ($000) $26,990 Shares 214,959 Est. Cost $79.72 Unrealized
VLUE ISHARES VALUE FACTOR 4.9%
Value ($000) $21,306 Shares 237,440 Est. Cost $68.51 Unrealized
USMV ISHARES USA MINIMUM VOLATILITY 4.6%
Value ($000) $19,803 Shares 301,872 Est. Cost $53.29 Unrealized
IVV ISHARES CORE S&P 500 4.4%
Value ($000) $18,890 Shares 58,439 Est. Cost $282.20 Unrealized
XMLV INVESCO MID-CAP LOW VOLATILITY 2.8%
Value ($000) $12,062 Shares 224,151 Est. Cost $51.37 Unrealized
IJR ISHARES S&P SMALL-CAP 2.7%
Value ($000) $11,704 Shares 139,582 Est. Cost $81.22 Unrealized
INTF ISHARES INTERNATIONAL MULTI-FACTOR 2.5%
Value ($000) $10,915 Shares 403,523 Est. Cost $26.81 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 2.3%
Value ($000) $9,883 Shares 43,635 Est. Cost $157.53 Unrealized +37.9%
IJH ISHARES S&P MID-CAP 2.2%
Value ($000) $9,440 Shares 45,867 Est. Cost $220.52 Unrealized
ACWV ISHARES GLOBAL MINIMUM VOLATILITY 1.8%
Value ($000) $7,593 Shares 79,236 Est. Cost $89.74 Unrealized
EEMV ISHARES EMERGING MINIMUM VOLATILITY 1.7%
Value ($000) $7,312 Shares 124,644 Est. Cost $58.14 Unrealized
EFAV ISHARES EAFE MINIMUM VOLATILITY 1.6%
Value ($000) $7,022 Shares 94,199 Est. Cost $71.19 Unrealized
XSLV INVESCO SMALL-CAP LOW VOLATILITY 1.4%
Value ($000) $6,196 Shares 121,782 Est. Cost $47.26 Unrealized
DGRO ISHARES DIVIDEND GROWTH 1.4%
Value ($000) $6,169 Shares 146,631 Est. Cost $37.14 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 1.3%
Value ($000) $5,604 Shares 44,206 Est. Cost $114.76 Unrealized
VOE VANGUARD MID-CAP VALUE 1.3%
Value ($000) $5,583 Shares 46,841 Est. Cost $96.05 Unrealized
ABBV ABBVIE INC COM 1.3%
Value ($000) $5,494 Shares 62,047 Est. Cost $37.96 Unrealized +70.2%
CZA INVESCO ZACKS MID-CAP 1.3%
Value ($000) $5,458 Shares 70,940 Est. Cost $65.84 Unrealized
SPY SPDR S&P 500 1.2%
Value ($000) $5,157 Shares 16,021 Est. Cost $243.39 Unrealized
ABT ABBOTT LABS COM 1.1%
Value ($000) $4,736 Shares 54,528 Est. Cost $36.77 Unrealized +104.8%
TCF FINANCIAL CORPORATION NEW COM 1.1%
Value ($000) $4,651 Shares 99,375 Est. Cost $38.07 Unrealized
RPV INVESCO S&P 500 PURE VALUE 1.0%
Value ($000) $4,507 Shares 65,061 Est. Cost $65.12 Unrealized
SPHQ INVESCO S&P 500 QUALITY 1.0%
Value ($000) $4,314 Shares 117,955 Est. Cost $30.22 Unrealized
AIVL WISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUND 0.9%
Value ($000) $4,075 Shares 44,053 Est. Cost $73.91 Unrealized
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF 0.9%
Value ($000) $3,861 Shares 181,767 Est. Cost $20.97 Unrealized
DON WISDOMTREE U.S. MID-CAP 0.9%
Value ($000) $3,730 Shares 98,066 Est. Cost $51.96 Unrealized
IQLT ISHARES INTERNATIONAL QUALITY FACTOR 0.9%
Value ($000) $3,723 Shares 115,314 Est. Cost $27.56 Unrealized
ACWI ISHARES ACWI 0.7%
Value ($000) $3,209 Shares 40,491 Est. Cost $70.11 Unrealized
BLACKROCK MUNIYLD MICH QLTY FD COM 0.7%
Value ($000) $2,961 Shares 208,563 Est. Cost $13.87 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.7%
Value ($000) $2,812 Shares 24,301 Est. Cost $100.44 Unrealized
VTV VANGUARD VALUE INDEX 0.6%
Value ($000) $2,732 Shares 22,793 Est. Cost $112.10 Unrealized
COMT ISHARES COMMODITIES SELECT 0.6%
Value ($000) $2,685 Shares 81,581 Est. Cost $36.10 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.6%
Value ($000) $2,676 Shares 15,209 Est. Cost $111.67 Unrealized
INVESCO BULLETSHARES 2020 CORPORATE BOND ETF 0.6%
Value ($000) $2,377 Shares 111,657 Est. Cost $21.10 Unrealized
EFA ISHARES EAFE 0.5%
Value ($000) $2,110 Shares 30,393 Est. Cost $59.51 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.5%
Value ($000) $2,064 Shares 28,395 Est. Cost $62.43 Unrealized
CL COLGATE PALMOLIVE CO COM 0.4%
Value ($000) $1,942 Shares 28,210 Est. Cost $52.97 Unrealized +11.6%
SCHG SCHWAB U.S. LARGE-CAP GROWTH 0.4%
Value ($000) $1,889 Shares 20,329 Est. Cost $82.04 Unrealized
ISHARES COMEX GOLD TRUST 0.4%
Value ($000) $1,883 Shares 129,835 Est. Cost $12.01 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $1,789 Shares 12,261 Est. Cost $85.55 Unrealized +33.4%
DWM WISDOMTREE INTERNATIONAL EQUITY 0.4%
Value ($000) $1,765 Shares 33,002 Est. Cost $51.29 Unrealized
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $1,756 Shares 5,935 Est. Cost $219.08 Unrealized
VHT VANGUARD HEALTH CARE 0.4%
Value ($000) $1,668 Shares 8,700 Est. Cost $153.99 Unrealized
MLKN MILLER HERMAN INC COM 0.4%
Value ($000) $1,618 Shares 38,854 Est. Cost $27.45 Unrealized +43.0%
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 0.4%
Value ($000) $1,614 Shares 75,050 Est. Cost $21.51 Unrealized
PG PROCTER & GAMBLE CO COM 0.4%
Value ($000) $1,560 Shares 12,491 Est. Cost $63.36 Unrealized +66.1%
RZG INVESCO S&P SMALL-CAP 600 PURE GROWTH 0.4%
Value ($000) $1,520 Shares 12,864 Est. Cost $126.98 Unrealized
DIM WISDOMTREE INTERNATIONAL MID-CAP 0.4%
Value ($000) $1,513 Shares 23,015 Est. Cost $63.37 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE 0.3%
Value ($000) $1,422 Shares 23,657 Est. Cost $54.72 Unrealized
GDX VANECK VECTORS GOLD MINERS ETF 0.3%
Value ($000) $1,419 Shares 48,452 Est. Cost $29.29 Unrealized
IVLU ISHARES INTERNATIONAL VALUE FACTOR 0.3%
Value ($000) $1,230 Shares 50,489 Est. Cost $25.50 Unrealized
MSFT MICROSOFT CORP COM 0.3%
Value ($000) $1,194 Shares 7,568 Est. Cost $62.02 Unrealized +124.5%
AAPL APPLE INC COM 0.3%
Value ($000) $1,192 Shares 4,059 Est. Cost $32.32 Unrealized +91.9%
SYK STRYKER CORP COM 0.3%
Value ($000) $1,188 Shares 5,657 Est. Cost $141.47 Unrealized +37.3%
EFV ISHARES EAFE VALUE 0.3%
Value ($000) $1,156 Shares 23,151 Est. Cost $45.64 Unrealized
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $1,156 Shares 8,295 Est. Cost $61.62 Unrealized +76.4%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.3%
Value ($000) $1,132 Shares 33,733 Est. Cost $32.91 Unrealized
PJUL INNOVATOR S&P 500 POWER BUFFER ETF - JULY 0.3%
Value ($000) $1,107 Shares 41,379 Est. Cost $26.08 Unrealized
LRGF ISHARES USA MULTI-FACTOR 0.2%
Value ($000) $968 Shares 28,068 Est. Cost $27.86 Unrealized
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.2%
Value ($000) $930 Shares 19,860 Est. Cost $36.87 Unrealized
SCHE SCHWAB EMERGING MARKETS 0.2%
Value ($000) $928 Shares 33,920 Est. Cost $26.90 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.2%
Value ($000) $916 Shares 11,315 Est. Cost $65.46 Unrealized
SLV ISHARES SILVER TRUST 0.2%
Value ($000) $908 Shares 54,459 Est. Cost $16.67 Unrealized
EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF 0.2%
Value ($000) $890 Shares 13,920 Est. Cost $59.33 Unrealized
SOXX ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND 0.2%
Value ($000) $869 Shares 3,459 Est. Cost $251.23 Unrealized
MACATAWA BK CORP COM 0.2%
Value ($000) $828 Shares 74,424 Est. Cost $6.05 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $820 Shares 4,648 Est. Cost $101.29 Unrealized +10.3%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.2%
Value ($000) $820 Shares 6,580 Est. Cost $83.49 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.2%
Value ($000) $816 Shares 6,347 Est. Cost $119.11 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.2%
Value ($000) $778 Shares 2,945 Est. Cost $140.36 Unrealized
SUI SUN CMNTYS INC COM 0.2%
Value ($000) $777 Shares 5,176 Est. Cost $150.12 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $771 Shares 8,413 Est. Cost $71.84 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.2%
Value ($000) $760 Shares 3,263 Est. Cost $111.01 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.2%
Value ($000) $750 Shares 3,375 Est. Cost $134.22 Unrealized
XNTK SPDR NYSE TECHNOLOGY ETF 0.2%
Value ($000) $742 Shares 9,088 Est. Cost $67.81 Unrealized
SCHA SCHWAB U.S. SMALL-CAP 0.2%
Value ($000) $734 Shares 9,700 Est. Cost $69.77 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.2%
Value ($000) $727 Shares 48,219 Est. Cost $9.01 Unrealized +21.8%
VWO VANGUARD EMERGING MARKETS 0.2%
Value ($000) $724 Shares 16,285 Est. Cost $4.71 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.2%
Value ($000) $723 Shares 6,627 Est. Cost $73.76 Unrealized
IYC ISHARES U.S. CONSUMER SERVICES ETF 0.2%
Value ($000) $720 Shares 3,155 Est. Cost $161.58 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $717 Shares 10,272 Est. Cost $55.33 Unrealized -5.9%
XSW SPDR S&P SOFTWARE & SERVICES ETF 0.2%
Value ($000) $712 Shares 7,002 Est. Cost $89.39 Unrealized
IAI ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF 0.2%
Value ($000) $702 Shares 10,243 Est. Cost $58.63 Unrealized
XHE SPDR S&P HEALTH CARE EQUIPMENT ETF 0.2%
Value ($000) $697 Shares 8,134 Est. Cost $84.33 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.1%
Value ($000) $638 Shares 6,026 Est. Cost $81.94 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.1%
Value ($000) $635 Shares 10,881 Est. Cost $51.17 Unrealized
AOK ISHARES CONSERVATIVE ALLOCATION FUND 0.1%
Value ($000) $612 Shares 16,887 Est. Cost $33.06 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $583 Shares 9,490 Est. Cost $30.82 Unrealized +38.8%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $567 Shares 3,202 Est. Cost $121.78 Unrealized +18.2%
ACWX ISHARES ACWI EX-US 0.1%
Value ($000) $564 Shares 11,486 Est. Cost $41.96 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.1%
Value ($000) $540 Shares 9,155 Est. Cost $51.02 Unrealized
JP MORGAN ALERIAN MLP 0.1%
Value ($000) $486 Shares 22,266 Est. Cost $26.56 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $486 Shares 9,032 Est. Cost $40.84 Unrealized +9.5%
V VISA INC COM CL A 0.1%
Value ($000) $483 Shares 2,569 Est. Cost $104.64 Unrealized +64.9%
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.1%
Value ($000) $477 Shares 9,965 Est. Cost $48.91 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $460 Shares 1,898 Est. Cost $22.79 Unrealized +120.2%
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.1%
Value ($000) $452 Shares 13,478 Est. Cost $31.14 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 0.1%
Value ($000) $442 Shares 9,058 Est. Cost $31.78 Unrealized
BAC BANK AMER CORP COM 0.1%
Value ($000) $424 Shares 12,045 Est. Cost $22.80 Unrealized +21.9%
MGK VANGUARD MEGA-CAP GROWTH 0.1%
Value ($000) $407 Shares 2,791 Est. Cost $83.07 Unrealized
DNL WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $405 Shares 6,157 Est. Cost $50.43 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $398 Shares 2,337 Est. Cost $121.16 Unrealized +19.7%
T AT&T INC COM 0.1%
Value ($000) $378 Shares 9,672 Est. Cost $15.83 Unrealized +19.2%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $373 Shares 4,402 Est. Cost $83.12 Unrealized
ESG FLEXSHARES STOXX US ESG IMPACT INDEX FUND 0.1%
Value ($000) $364 Shares 4,724 Est. Cost $62.66 Unrealized
SUSA ISHARES MSCI USA ESG SELECT ETF 0.1%
Value ($000) $361 Shares 2,693 Est. Cost $111.03 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $358 Shares 7,468 Est. Cost $44.54 Unrealized -13.4%
META FACEBOOK INC CL A 0.1%
Value ($000) $351 Shares 1,708 Est. Cost $163.44 Unrealized +17.7%
ESGG FLEXSHARES STOXX GLOBAL ESG IMPACT INDEX FUND 0.1%
Value ($000) $341 Shares 3,160 Est. Cost $94.30 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $338 Shares 253 Est. Cost $54.64 Unrealized +17.2%
BIBL INSPIRE 100 ETF 0.1%
Value ($000) $325 Shares 10,670 Est. Cost $27.93 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $320 Shares 5,844 Est. Cost $32.74 Unrealized +12.1%
ISMD INSPIRE SMALL/MID CAP IMPACT ETF 0.1%
Value ($000) $314 Shares 11,140 Est. Cost $26.30 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.1%
Value ($000) $312 Shares 5,190 Est. Cost $56.45 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $311 Shares 1,478 Est. Cost $142.81 Unrealized +24.9%
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $305 Shares 9,933 Est. Cost $21.66 Unrealized +5.8%
IQDF FLEXSHARES INTERNATIONAL QUALITY DIVIDEND 0.1%
Value ($000) $305 Shares 12,572 Est. Cost $26.12 Unrealized
RFG INVESCO S&P MID-CAP 400 PURE GROWTH 0.1%
Value ($000) $297 Shares 1,937 Est. Cost $161.56 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $293 Shares 2,048 Est. Cost $121.44 Unrealized
ISCF ISHARES INTERNATIONAL SMALL-CAP 0.1%
Value ($000) $278 Shares 8,756 Est. Cost $30.51 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $273 Shares 1,134 Est. Cost $158.01 Unrealized +15.6%
SMLF ISHARES U.S. SMALL-CAP MULTI-FACTOR 0.1%
Value ($000) $272 Shares 6,343 Est. Cost $36.27 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $257 Shares 4,283 Est. Cost $69.62 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $252 Shares 4,220 Est. Cost $88.71 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $248 Shares 1,135 Est. Cost $126.52 Unrealized +54.1%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $246 Shares 2,043 Est. Cost $78.87 Unrealized +13.7%
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $246 Shares 3,839 Est. Cost $25.91 Unrealized -5.4%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $240 Shares 1,503 Est. Cost $104.11 Unrealized +15.4%
IEFA ISHARES CORE EAFE 0.1%
Value ($000) $239 Shares 3,656 Est. Cost $54.97 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND 0.1%
Value ($000) $238 Shares 2,118 Est. Cost $106.66 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE 0.1%
Value ($000) $236 Shares 4,930 Est. Cost $40.01 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $236 Shares 2,492 Est. Cost $71.40 Unrealized +11.6%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $235 Shares 1,752 Est. Cost $93.07 Unrealized +7.3%
IEF ISHARES 7-10 YEAR TREASURY BOND 0.1%
Value ($000) $231 Shares 2,100 Est. Cost $100.95 Unrealized
MRK MERCK & CO INC COM 0.1%
Value ($000) $230 Shares 2,526 Est. Cost $56.72 Unrealized +19.1%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $229 Shares 124 Est. Cost $76.82 Unrealized +15.2%
IWP ISHARES RUSSELL MID-CAP GROWTH 0.1%
Value ($000) $224 Shares 1,469 Est. Cost $142.27 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $216 Shares 1,302 Est. Cost $165.90 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $216 Shares 4,290 Est. Cost $39.93 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $213 Shares 1,004 Est. Cost $167.08 Unrealized
HOMB HOME BANCSHARES INC COM 0.0%
Value ($000) $211 Shares 10,715 Est. Cost $24.02 Unrealized -21.5%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $211 Shares 2,293 Est. Cost $73.50 Unrealized +1.8%
MBWM MERCANTILE BANK CORP COM 0.0%
Value ($000) $210 Shares 5,749 Est. Cost $27.83 Unrealized 0.0%
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $210 Shares 1,152 Est. Cost $182.29 Unrealized
WISDOMTREE EMERGING MARKETS 0.0%
Value ($000) $206 Shares 6,285 Est. Cost $32.88 Unrealized
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $204 Shares 4,465 Est. Cost $45.69 Unrealized
DGRE WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $204 Shares 7,790 Est. Cost $26.19 Unrealized
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value ($000) $200 Shares 6,039 Est. Cost $33.12 Unrealized
NUVEEN MICHIGAN QLT MUN INC FD COM 0.0%
Value ($000) $177 Shares 12,500 Est. Cost $12.64 Unrealized
FPI FARMLAND PARTNERS INC COM 0.0%
Value ($000) $72 Shares 10,670 Est. Cost $8.34 Unrealized