Well Done, LLC Diversified Active

CIK: 0001667132 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 19, 2020

Total Value ($000): $354,847 (100.0% shares, 0.0% debt)

Holdings (135)

BRK/A BERKSHIRE HATHAWAY CLASS A 10.7%
Value ($000) $38,080 Shares 119 Est. Cost $205159.58 Unrealized +49.6%
QUAL ISHARES QUALITY FACTOR 9.9%
Value ($000) $35,078 Shares 338,137 Est. Cost $80.55 Unrealized
IVV ISHARES CORE S&P 500 9.0%
Value ($000) $32,097 Shares 95,510 Est. Cost $274.87 Unrealized
MTUM ISHARES MOMENTUM FACTOR 7.5%
Value ($000) $26,673 Shares 180,956 Est. Cost $79.72 Unrealized
USMV ISHARES USA MINIMUM VOLATILITY 5.3%
Value ($000) $18,690 Shares 293,264 Est. Cost $53.29 Unrealized
GNTX GENTEX CORP 5.1%
Value ($000) $18,249 Shares 708,698 Est. Cost $18.19 Unrealized +46.1%
VLUE ISHARES VALUE FACTOR 3.7%
Value ($000) $13,220 Shares 179,182 Est. Cost $68.51 Unrealized
DGRO ISHARES DIVIDEND GROWTH 3.0%
Value ($000) $10,782 Shares 270,984 Est. Cost $35.22 Unrealized
XMLV INVESCO MID-CAP LOW VOLATILITY 2.1%
Value ($000) $7,303 Shares 175,310 Est. Cost $51.37 Unrealized
EFAV ISHARES EAFE MINIMUM VOLATILITY 2.1%
Value ($000) $7,289 Shares 106,985 Est. Cost $69.88 Unrealized
ACWV ISHARES GLOBAL MINIMUM VOLATILITY 2.0%
Value ($000) $7,205 Shares 78,393 Est. Cost $89.77 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 1.9%
Value ($000) $6,720 Shares 31,556 Est. Cost $161.58 Unrealized +26.6%
EEMV ISHARES EMERGING MINIMUM VOLATILITY 1.7%
Value ($000) $6,057 Shares 109,774 Est. Cost $58.14 Unrealized
ABT ABBOTT LABS COM 1.6%
Value ($000) $5,715 Shares 52,515 Est. Cost $37.61 Unrealized +145.5%
ABBV ABBVIE INC COM 1.5%
Value ($000) $5,207 Shares 59,450 Est. Cost $37.96 Unrealized +101.0%
SPHQ INVESCO S&P 500 QUALITY 1.3%
Value ($000) $4,590 Shares 118,733 Est. Cost $30.63 Unrealized
SPY SPDR S&P 500 1.2%
Value ($000) $4,314 Shares 12,882 Est. Cost $243.39 Unrealized
XSLV INVESCO SMALL-CAP LOW VOLATILITY 1.2%
Value ($000) $4,280 Shares 128,910 Est. Cost $45.72 Unrealized
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF 1.0%
Value ($000) $3,499 Shares 164,103 Est. Cost $20.97 Unrealized
ACWI ISHARES ACWI 0.9%
Value ($000) $3,331 Shares 41,680 Est. Cost $69.26 Unrealized
IQLT ISHARES INTERNATIONAL QUALITY FACTOR 0.9%
Value ($000) $3,240 Shares 103,418 Est. Cost $27.03 Unrealized
BLACKROCK MUNIYLD MICH QLTY FD COM 0.8%
Value ($000) $2,924 Shares 208,563 Est. Cost $13.87 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.8%
Value ($000) $2,812 Shares 12,965 Est. Cost $111.67 Unrealized
VTV VANGUARD VALUE INDEX 0.8%
Value ($000) $2,785 Shares 26,644 Est. Cost $101.55 Unrealized
ISHARES COMEX GOLD TRUST 0.7%
Value ($000) $2,425 Shares 134,783 Est. Cost $12.56 Unrealized
VOE VANGUARD MID-CAP VALUE 0.7%
Value ($000) $2,394 Shares 23,616 Est. Cost $96.05 Unrealized
VOO VANGUARD S&P 500 ETF 0.7%
Value ($000) $2,376 Shares 7,722 Est. Cost $224.02 Unrealized
CL COLGATE PALMOLIVE CO COM 0.6%
Value ($000) $2,176 Shares 28,210 Est. Cost $52.97 Unrealized +27.1%
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 0.6%
Value ($000) $2,172 Shares 99,460 Est. Cost $21.56 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.6%
Value ($000) $2,153 Shares 19,915 Est. Cost $100.44 Unrealized
IJR ISHARES S&P SMALL-CAP 0.6%
Value ($000) $2,054 Shares 29,243 Est. Cost $81.22 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 0.6%
Value ($000) $2,041 Shares 14,413 Est. Cost $114.76 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.6%
Value ($000) $2,021 Shares 26,769 Est. Cost $62.78 Unrealized
AAPL APPLE INC COM 0.6%
Value ($000) $1,960 Shares 16,922 Est. Cost $88.37 Unrealized +19.9%
RPV INVESCO S&P 500 PURE VALUE 0.5%
Value ($000) $1,884 Shares 38,439 Est. Cost $65.12 Unrealized
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $1,849 Shares 12,422 Est. Cost $86.01 Unrealized +47.7%
AIVL WISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUND 0.5%
Value ($000) $1,836 Shares 24,350 Est. Cost $73.91 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.5%
Value ($000) $1,806 Shares 20,880 Est. Cost $86.18 Unrealized
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $1,735 Shares 12,483 Est. Cost $63.36 Unrealized +83.6%
INVESCO BULLETSHARES 2020 CORPORATE BOND ETF 0.5%
Value ($000) $1,714 Shares 80,770 Est. Cost $21.10 Unrealized
TCF FINL CORP COM 0.5%
Value ($000) $1,666 Shares 71,302 Est. Cost $38.07 Unrealized
DON WISDOMTREE U.S. MID-CAP 0.5%
Value ($000) $1,626 Shares 56,225 Est. Cost $51.96 Unrealized
DNL WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUND 0.4%
Value ($000) $1,451 Shares 21,777 Est. Cost $52.20 Unrealized
IJH ISHARES S&P MID-CAP 0.4%
Value ($000) $1,422 Shares 7,675 Est. Cost $220.12 Unrealized
MSFT MICROSOFT CORP COM 0.4%
Value ($000) $1,381 Shares 6,564 Est. Cost $66.06 Unrealized +203.9%
MLKN MILLER HERMAN INC COM 0.3%
Value ($000) $1,156 Shares 38,318 Est. Cost $28.55 Unrealized -25.9%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.3%
Value ($000) $1,046 Shares 6,139 Est. Cost $128.90 Unrealized
XNTK SPDR NYSE TECHNOLOGY ETF 0.3%
Value ($000) $1,041 Shares 8,773 Est. Cost $67.86 Unrealized
CZA INVESCO ZACKS MID-CAP 0.3%
Value ($000) $1,035 Shares 15,700 Est. Cost $65.84 Unrealized
SSUS DAY HAGAN/NED DAVIS RESEARCH SMART SECTOR ETF 0.3%
Value ($000) $1,020 Shares 38,824 Est. Cost $24.34 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.3%
Value ($000) $1,015 Shares 6,775 Est. Cost $133.40 Unrealized
PJUL INNOVATOR S&P 500 POWER BUFFER ETF - JULY 0.3%
Value ($000) $1,013 Shares 36,613 Est. Cost $26.08 Unrealized
SYK STRYKER CORPORATION COM 0.3%
Value ($000) $1,002 Shares 4,810 Est. Cost $151.29 Unrealized +21.4%
DWM WISDOMTREE INTERNATIONAL EQUITY 0.3%
Value ($000) $998 Shares 21,944 Est. Cost $51.29 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.3%
Value ($000) $988 Shares 9,951 Est. Cost $101.72 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $965 Shares 8,266 Est. Cost $72.06 Unrealized
SOXX ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND 0.3%
Value ($000) $938 Shares 3,079 Est. Cost $251.23 Unrealized
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.3%
Value ($000) $931 Shares 16,435 Est. Cost $44.18 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.3%
Value ($000) $924 Shares 2,969 Est. Cost $123.48 Unrealized
SUI SUN CMNTYS INC COM 0.2%
Value ($000) $874 Shares 6,217 Est. Cost $144.84 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.2%
Value ($000) $841 Shares 2,806 Est. Cost $151.33 Unrealized
IYC ISHARES U.S. CONSUMER SERVICES ETF 0.2%
Value ($000) $837 Shares 3,349 Est. Cost $166.31 Unrealized
XSW SPDR S&P SOFTWARE & SERVICES ETF 0.2%
Value ($000) $820 Shares 6,870 Est. Cost $89.23 Unrealized
GLD SPDR GOLD SHARES 0.2%
Value ($000) $820 Shares 4,630 Est. Cost $145.09 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.2%
Value ($000) $805 Shares 6,254 Est. Cost $83.49 Unrealized
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $804 Shares 8,352 Est. Cost $61.90 Unrealized +38.0%
XSD SPDR S&P SEMICONDUCTOR ETF 0.2%
Value ($000) $777 Shares 6,181 Est. Cost $125.71 Unrealized
IYT ISHARES TRANSPORTATION AVERAGE ETF 0.2%
Value ($000) $716 Shares 3,599 Est. Cost $198.94 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $633 Shares 3,953 Est. Cost $101.29 Unrealized +9.0%
AOK ISHARES CONSERVATIVE ALLOCATION FUND 0.2%
Value ($000) $619 Shares 16,640 Est. Cost $33.06 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE 0.2%
Value ($000) $616 Shares 11,800 Est. Cost $51.25 Unrealized
SCHE SCHWAB EMERGING MARKETS 0.2%
Value ($000) $608 Shares 22,729 Est. Cost $26.90 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.2%
Value ($000) $599 Shares 6,174 Est. Cost $81.79 Unrealized
VWO VANGUARD EMERGING MARKETS 0.2%
Value ($000) $594 Shares 13,740 Est. Cost $6.18 Unrealized
QVAL ALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETF 0.2%
Value ($000) $560 Shares 22,894 Est. Cost $22.89 Unrealized
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $551 Shares 3,347 Est. Cost $122.57 Unrealized +8.7%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $545 Shares 7,075 Est. Cost $71.26 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $541 Shares 9,090 Est. Cost $32.14 Unrealized +32.4%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $528 Shares 1,902 Est. Cost $22.79 Unrealized +164.5%
MACATAWA BK CORP COM 0.1%
Value ($000) $519 Shares 79,424 Est. Cost $6.16 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value ($000) $442 Shares 48,219 Est. Cost $9.01 Unrealized -19.2%
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 0.1%
Value ($000) $436 Shares 9,240 Est. Cost $32.09 Unrealized
MGK VANGUARD MEGA-CAP GROWTH 0.1%
Value ($000) $424 Shares 2,288 Est. Cost $83.07 Unrealized
XHB SPDR S&P HOMEBUILDERS ETF 0.1%
Value ($000) $419 Shares 7,769 Est. Cost $53.93 Unrealized
EFA ISHARES EAFE 0.1%
Value ($000) $410 Shares 6,447 Est. Cost $59.51 Unrealized
SUSA ISHARES MSCI USA ESG SELECT ETF 0.1%
Value ($000) $396 Shares 2,693 Est. Cost $111.03 Unrealized
ESG FLEXSHARES STOXX US ESG IMPACT INDEX FUND 0.1%
Value ($000) $385 Shares 4,724 Est. Cost $62.66 Unrealized
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $382 Shares 11,117 Est. Cost $54.13 Unrealized -40.3%
V VISA INC COM CL A 0.1%
Value ($000) $374 Shares 1,868 Est. Cost $104.64 Unrealized +83.7%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.1%
Value ($000) $371 Shares 14,864 Est. Cost $32.91 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.1%
Value ($000) $368 Shares 2,879 Est. Cost $97.26 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $359 Shares 2,566 Est. Cost $41.31 Unrealized 0.0%
FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND 0.1%
Value ($000) $353 Shares 8,623 Est. Cost $37.81 Unrealized
META FACEBOOK INC CL A 0.1%
Value ($000) $350 Shares 1,336 Est. Cost $170.09 Unrealized +50.6%
SIL GLOBAL X SILVER MINERS ETF 0.1%
Value ($000) $347 Shares 8,014 Est. Cost $37.03 Unrealized
ESGG FLEXSHARES STOXX GLOBAL ESG IMPACT INDEX FUND 0.1%
Value ($000) $347 Shares 3,160 Est. Cost $94.30 Unrealized
PJUN INNOVATOR S&P 500 POWER BUFFER ETF - JUNE 0.1%
Value ($000) $342 Shares 11,796 Est. Cost $28.06 Unrealized
AMZN AMAZON COM INC COM 0.1%
Value ($000) $337 Shares 107 Est. Cost $76.82 Unrealized +105.2%
T AT&T INC COM 0.1%
Value ($000) $335 Shares 11,758 Est. Cost $15.84 Unrealized -1.8%
AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 0.1%
Value ($000) $335 Shares 13,044 Est. Cost $24.23 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.1%
Value ($000) $326 Shares 1,173 Est. Cost $257.46 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $325 Shares 8,915 Est. Cost $31.17 Unrealized +5.9%
ISMD INSPIRE SMALL/MID CAP IMPACT ETF 0.1%
Value ($000) $325 Shares 14,320 Est. Cost $24.08 Unrealized
BIBL INSPIRE 100 ETF 0.1%
Value ($000) $312 Shares 9,370 Est. Cost $27.19 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $311 Shares 1,120 Est. Cost $126.52 Unrealized +87.8%
DGRE WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $305 Shares 12,592 Est. Cost $22.99 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.1%
Value ($000) $301 Shares 5,430 Est. Cost $55.54 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $296 Shares 1,376 Est. Cost $140.03 Unrealized +24.1%
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $289 Shares 1,039 Est. Cost $190.67 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $288 Shares 1,134 Est. Cost $158.01 Unrealized +32.6%
AGG ISHARES CORE U.S. AGGREGATE BOND 0.1%
Value ($000) $283 Shares 2,397 Est. Cost $107.69 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.1%
Value ($000) $281 Shares 17,636 Est. Cost $15.31 Unrealized
SMLF ISHARES U.S. SMALL-CAP MULTI-FACTOR 0.1%
Value ($000) $272 Shares 7,293 Est. Cost $35.42 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $266 Shares 904 Est. Cost $294.25 Unrealized
DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $264 Shares 5,319 Est. Cost $38.92 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $263 Shares 179 Est. Cost $56.02 Unrealized +35.2%
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.1%
Value ($000) $262 Shares 9,430 Est. Cost $31.14 Unrealized
ACWX ISHARES ACWI EX-US 0.1%
Value ($000) $262 Shares 5,699 Est. Cost $41.96 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $257 Shares 1,846 Est. Cost $121.59 Unrealized +2.8%
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 0.1%
Value ($000) $255 Shares 11,700 Est. Cost $21.79 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $254 Shares 2,492 Est. Cost $74.77 Unrealized +19.3%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $253 Shares 1,120 Est. Cost $145.89 Unrealized +45.5%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $245 Shares 3,400 Est. Cost $77.66 Unrealized -14.4%
COMT ISHARES COMMODITIES SELECT 0.1%
Value ($000) $243 Shares 9,718 Est. Cost $36.10 Unrealized
DIM WISDOMTREE INTERNATIONAL MID-CAP 0.1%
Value ($000) $236 Shares 4,216 Est. Cost $63.37 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $235 Shares 4,990 Est. Cost $26.85 Unrealized +24.7%
VUG VANGUARD GROWTH INDEX FUND 0.1%
Value ($000) $226 Shares 995 Est. Cost $202.01 Unrealized
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $222 Shares 2,293 Est. Cost $73.50 Unrealized +6.3%
BAC BK OF AMERICA CORP COM 0.1%
Value ($000) $215 Shares 8,920 Est. Cost $22.84 Unrealized -4.4%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $214 Shares 9,104 Est. Cost $40.84 Unrealized -46.6%
MRK MERCK & CO. INC COM 0.1%
Value ($000) $210 Shares 2,532 Est. Cost $65.93 Unrealized 0.0%
NUVEEN MICH QUALITY MUN INCOME COM 0.0%
Value ($000) $177 Shares 12,500 Est. Cost $12.64 Unrealized
JP MORGAN ALERIAN MLP 0.0%
Value ($000) $125 Shares 11,624 Est. Cost $25.07 Unrealized
MARATHON OIL CORP COM 0.0%
Value ($000) $105 Shares 25,778 Est. Cost $6.13 Unrealized
FPI FARMLAND PARTNERS INC COM 0.0%
Value ($000) $71 Shares 10,670 Est. Cost $8.34 Unrealized