Well Done, LLC Diversified Active

CIK: 0001667132 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 2, 2021

Total Value ($000): $404,080 (100.0% shares, 0.0% debt)

Holdings (157)

BRK/A BERKSHIRE HATHAWAY CLASS A 10.2%
Value ($000) $41,390 Shares 119 Est. Cost $205159.58 Unrealized +61.2%
QUAL ISHARES QUALITY FACTOR 9.4%
Value ($000) $37,834 Shares 325,569 Est. Cost $80.55 Unrealized
IVV ISHARES CORE S&P 500 9.1%
Value ($000) $36,640 Shares 97,606 Est. Cost $277.03 Unrealized
MTUM ISHARES MOMENTUM FACTOR 6.6%
Value ($000) $26,800 Shares 166,161 Est. Cost $79.72 Unrealized
GNTX GENTEX CORP 5.0%
Value ($000) $20,196 Shares 595,240 Est. Cost $18.19 Unrealized +69.5%
USMV ISHARES USA MINIMUM VOLATILITY 5.0%
Value ($000) $20,125 Shares 296,504 Est. Cost $53.45 Unrealized
VLUE ISHARES VALUE FACTOR 3.6%
Value ($000) $14,547 Shares 167,384 Est. Cost $68.51 Unrealized
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 3.0%
Value ($000) $12,219 Shares 561,810 Est. Cost $21.72 Unrealized
DGRO ISHARES DIVIDEND GROWTH 3.0%
Value ($000) $11,974 Shares 267,162 Est. Cost $35.22 Unrealized
EFAV ISHARES EAFE MINIMUM VOLATILITY 1.9%
Value ($000) $7,815 Shares 106,455 Est. Cost $69.88 Unrealized
ACWV ISHARES GLOBAL MINIMUM VOLATILITY 1.9%
Value ($000) $7,714 Shares 79,598 Est. Cost $89.88 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 1.8%
Value ($000) $7,247 Shares 31,255 Est. Cost $161.58 Unrealized +36.3%
XMLV INVESCO MID-CAP LOW VOLATILITY 1.7%
Value ($000) $6,697 Shares 139,175 Est. Cost $51.37 Unrealized
ABBV ABBVIE INC COM 1.6%
Value ($000) $6,371 Shares 59,457 Est. Cost $37.96 Unrealized +108.0%
EEMV ISHARES EMERGING MINIMUM VOLATILITY 1.6%
Value ($000) $6,287 Shares 102,924 Est. Cost $58.14 Unrealized
ABT ABBOTT LABS COM 1.4%
Value ($000) $5,752 Shares 52,536 Est. Cost $37.61 Unrealized +163.9%
SPY SPDR S&P 500 1.2%
Value ($000) $5,001 Shares 13,375 Est. Cost $248.20 Unrealized
SPHQ INVESCO S&P 500 QUALITY 1.2%
Value ($000) $4,669 Shares 110,895 Est. Cost $30.63 Unrealized
XSLV INVESCO SMALL-CAP LOW VOLATILITY 1.1%
Value ($000) $4,438 Shares 108,936 Est. Cost $45.72 Unrealized
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF 1.1%
Value ($000) $4,277 Shares 201,653 Est. Cost $21.01 Unrealized
IQLT ISHARES INTERNATIONAL QUALITY FACTOR 1.0%
Value ($000) $3,955 Shares 110,906 Est. Cost $27.62 Unrealized
ACWI ISHARES ACWI 0.8%
Value ($000) $3,275 Shares 36,104 Est. Cost $69.26 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.8%
Value ($000) $3,126 Shares 12,965 Est. Cost $111.67 Unrealized
AAPL APPLE INC COM 0.8%
Value ($000) $3,119 Shares 23,503 Est. Cost $96.39 Unrealized +21.4%
BLACKROCK MUNIYLD MICH QLTY FD COM 0.8%
Value ($000) $3,039 Shares 208,563 Est. Cost $13.87 Unrealized
VTV VANGUARD VALUE INDEX 0.7%
Value ($000) $2,954 Shares 24,834 Est. Cost $101.55 Unrealized
IJR ISHARES S&P SMALL-CAP 0.7%
Value ($000) $2,708 Shares 29,469 Est. Cost $81.22 Unrealized
VOO VANGUARD S&P 500 ETF 0.7%
Value ($000) $2,697 Shares 7,847 Est. Cost $225.93 Unrealized
VOE VANGUARD MID-CAP VALUE 0.6%
Value ($000) $2,586 Shares 21,737 Est. Cost $96.05 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.6%
Value ($000) $2,547 Shares 29,545 Est. Cost $64.98 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.6%
Value ($000) $2,539 Shares 19,905 Est. Cost $100.44 Unrealized
ISHARES COMEX GOLD TRUST 0.6%
Value ($000) $2,425 Shares 133,747 Est. Cost $12.56 Unrealized
CL COLGATE PALMOLIVE CO COM 0.6%
Value ($000) $2,412 Shares 28,210 Est. Cost $52.97 Unrealized +38.6%
TCF FINL CORP COM 0.6%
Value ($000) $2,380 Shares 64,302 Est. Cost $38.07 Unrealized
MSFT MICROSOFT CORP COM 0.6%
Value ($000) $2,358 Shares 10,602 Est. Cost $119.38 Unrealized +72.6%
RPG INVESCO S&P 500 PURE GROWTH ETF 0.6%
Value ($000) $2,340 Shares 14,363 Est. Cost $114.76 Unrealized
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $2,309 Shares 14,682 Est. Cost $92.40 Unrealized +38.0%
AIVL WISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUND 0.5%
Value ($000) $1,936 Shares 23,123 Est. Cost $73.91 Unrealized
DON WISDOMTREE U.S. MID-CAP 0.5%
Value ($000) $1,910 Shares 54,891 Est. Cost $51.96 Unrealized
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $1,807 Shares 12,985 Est. Cost $65.67 Unrealized +87.6%
DNL WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUND 0.4%
Value ($000) $1,643 Shares 21,576 Est. Cost $52.20 Unrealized
IJH ISHARES S&P MID-CAP 0.4%
Value ($000) $1,583 Shares 6,888 Est. Cost $220.12 Unrealized
SOXX ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND 0.3%
Value ($000) $1,375 Shares 3,627 Est. Cost $270.55 Unrealized
SIL GLOBAL X SILVER MINERS ETF 0.3%
Value ($000) $1,321 Shares 28,958 Est. Cost $43.24 Unrealized
CZA INVESCO ZACKS MID-CAP 0.3%
Value ($000) $1,309 Shares 17,203 Est. Cost $66.73 Unrealized
MLKN MILLER HERMAN INC COM 0.3%
Value ($000) $1,294 Shares 38,273 Est. Cost $28.55 Unrealized +4.5%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.3%
Value ($000) $1,286 Shares 14,887 Est. Cost $86.18 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.3%
Value ($000) $1,268 Shares 6,467 Est. Cost $133.40 Unrealized
XNTK SPDR NYSE TECHNOLOGY ETF 0.3%
Value ($000) $1,242 Shares 8,785 Est. Cost $67.86 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.3%
Value ($000) $1,195 Shares 6,139 Est. Cost $128.90 Unrealized
SYK STRYKER CORPORATION COM 0.3%
Value ($000) $1,179 Shares 4,810 Est. Cost $151.29 Unrealized +41.8%
KRE SPDR S&P REGIONAL BANKING ETF 0.3%
Value ($000) $1,097 Shares 21,121 Est. Cost $51.94 Unrealized
SUI SUN CMNTYS INC COM 0.3%
Value ($000) $1,079 Shares 7,098 Est. Cost $145.73 Unrealized
XSW SPDR S&P SOFTWARE & SERVICES ETF 0.3%
Value ($000) $1,072 Shares 6,954 Est. Cost $90.01 Unrealized
SSUS DAY HAGAN/NED DAVIS RESEARCH SMART SECTOR ETF 0.3%
Value ($000) $1,068 Shares 36,509 Est. Cost $24.34 Unrealized
XSD SPDR S&P SEMICONDUCTOR ETF 0.3%
Value ($000) $1,064 Shares 6,232 Est. Cost $125.71 Unrealized
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $1,062 Shares 8,357 Est. Cost $61.90 Unrealized +58.6%
PJUL INNOVATOR S&P 500 POWER BUFFER ETF - JULY 0.3%
Value ($000) $1,053 Shares 36,613 Est. Cost $26.08 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.2%
Value ($000) $979 Shares 2,766 Est. Cost $123.48 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.2%
Value ($000) $971 Shares 3,831 Est. Cost $240.10 Unrealized
DWM WISDOMTREE INTERNATIONAL EQUITY 0.2%
Value ($000) $911 Shares 17,991 Est. Cost $51.29 Unrealized
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $898 Shares 11,640 Est. Cost $58.64 Unrealized +11.9%
IYC ISHARES U.S. CONSUMER SERVICES ETF 0.2%
Value ($000) $885 Shares 12,551 Est. Cost $96.07 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.2%
Value ($000) $883 Shares 6,254 Est. Cost $83.49 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.2%
Value ($000) $870 Shares 2,657 Est. Cost $151.33 Unrealized
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.2%
Value ($000) $859 Shares 15,393 Est. Cost $44.18 Unrealized
GLD SPDR GOLD SHARES 0.2%
Value ($000) $826 Shares 4,630 Est. Cost $145.09 Unrealized
IYT ISHARES TRANSPORTATION AVERAGE ETF 0.2%
Value ($000) $755 Shares 3,422 Est. Cost $198.94 Unrealized
VWO VANGUARD EMERGING MARKETS 0.2%
Value ($000) $702 Shares 14,001 Est. Cost $7.00 Unrealized
SCHE SCHWAB EMERGING MARKETS 0.2%
Value ($000) $697 Shares 22,729 Est. Cost $26.90 Unrealized
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $687 Shares 3,247 Est. Cost $122.57 Unrealized +33.6%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.2%
Value ($000) $670 Shares 6,232 Est. Cost $81.79 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $669 Shares 3,826 Est. Cost $101.29 Unrealized +16.0%
MACATAWA BK CORP COM 0.2%
Value ($000) $661 Shares 78,932 Est. Cost $6.16 Unrealized
ETN EATON CORP PLC SHS 0.2%
Value ($000) $660 Shares 5,492 Est. Cost $90.67 Unrealized +14.6%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $655 Shares 15,881 Est. Cost $47.00 Unrealized -35.4%
QQQ INVESCO QQQ TRUST 0.2%
Value ($000) $653 Shares 2,082 Est. Cost $252.27 Unrealized
AOK ISHARES CONSERVATIVE ALLOCATION FUND 0.2%
Value ($000) $645 Shares 16,640 Est. Cost $33.06 Unrealized
QVAL ALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETF 0.2%
Value ($000) $633 Shares 22,574 Est. Cost $22.89 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $626 Shares 7,075 Est. Cost $71.26 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.2%
Value ($000) $609 Shares 48,219 Est. Cost $9.01 Unrealized +0.0%
HD HOME DEPOT INC COM 0.1%
Value ($000) $565 Shares 2,126 Est. Cost $181.38 Unrealized +33.7%
IWP ISHARES RUSSELL MID-CAP GROWTH 0.1%
Value ($000) $558 Shares 5,437 Est. Cost $102.63 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $552 Shares 9,390 Est. Cost $32.52 Unrealized +35.2%
SCHV SCHWAB U.S. LARGE-CAP VALUE 0.1%
Value ($000) $521 Shares 8,755 Est. Cost $51.25 Unrealized
XHB SPDR S&P HOMEBUILDERS ETF 0.1%
Value ($000) $504 Shares 8,746 Est. Cost $54.34 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 0.1%
Value ($000) $501 Shares 9,240 Est. Cost $32.09 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $492 Shares 2,141 Est. Cost $176.03 Unrealized +11.5%
RPV INVESCO S&P 500 PURE VALUE 0.1%
Value ($000) $487 Shares 7,928 Est. Cost $65.12 Unrealized
MGK VANGUARD MEGA-CAP GROWTH 0.1%
Value ($000) $466 Shares 2,288 Est. Cost $83.07 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $455 Shares 8,915 Est. Cost $31.17 Unrealized +43.8%
IYE ISHARES U.S. ENERGY ETF 0.1%
Value ($000) $453 Shares 22,390 Est. Cost $16.35 Unrealized
AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 0.1%
Value ($000) $443 Shares 13,044 Est. Cost $24.23 Unrealized
SUSA ISHARES MSCI USA ESG SELECT ETF 0.1%
Value ($000) $443 Shares 5,386 Est. Cost $96.64 Unrealized
ISMD INSPIRE SMALL/MID CAP IMPACT ETF 0.1%
Value ($000) $434 Shares 14,520 Est. Cost $24.16 Unrealized
FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND 0.1%
Value ($000) $433 Shares 8,623 Est. Cost $37.81 Unrealized
ESG FLEXSHARES STOXX US ESG IMPACT INDEX FUND 0.1%
Value ($000) $432 Shares 4,724 Est. Cost $62.66 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $421 Shares 4,987 Est. Cost $73.64 Unrealized -11.7%
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.1%
Value ($000) $412 Shares 5,758 Est. Cost $84.40 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $411 Shares 1,877 Est. Cost $104.64 Unrealized +88.5%
EFA ISHARES EAFE 0.1%
Value ($000) $410 Shares 5,620 Est. Cost $59.51 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $401 Shares 1,871 Est. Cost $193.25 Unrealized 0.0%
ESGG FLEXSHARES STOXX GLOBAL ESG IMPACT INDEX FUND 0.1%
Value ($000) $393 Shares 3,160 Est. Cost $94.30 Unrealized
DIS DISNEY WALT CO COM 0.1%
Value ($000) $388 Shares 2,142 Est. Cost $140.23 Unrealized 0.0%
PFE PFIZER INC COM 0.1%
Value ($000) $387 Shares 10,506 Est. Cost $28.63 Unrealized 0.0%
SCHM SCHWAB U.S. MID-CAP ETF 0.1%
Value ($000) $375 Shares 5,500 Est. Cost $55.70 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $366 Shares 2,538 Est. Cost $41.31 Unrealized +9.5%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.1%
Value ($000) $359 Shares 1,173 Est. Cost $257.46 Unrealized
DGRE WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $357 Shares 12,592 Est. Cost $22.99 Unrealized
BIBL INSPIRE 100 ETF 0.1%
Value ($000) $356 Shares 9,720 Est. Cost $27.53 Unrealized
PJUN INNOVATOR S&P 500 POWER BUFFER ETF - JUNE 0.1%
Value ($000) $355 Shares 11,796 Est. Cost $28.06 Unrealized
AMZN AMAZON COM INC COM 0.1%
Value ($000) $348 Shares 107 Est. Cost $76.82 Unrealized +107.7%
T AT&T INC COM 0.1%
Value ($000) $321 Shares 11,147 Est. Cost $15.84 Unrealized -2.9%
META FACEBOOK INC CL A 0.1%
Value ($000) $319 Shares 1,168 Est. Cost $170.09 Unrealized +60.1%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $317 Shares 3,828 Est. Cost $60.35 Unrealized 0.0%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $317 Shares 181 Est. Cost $56.33 Unrealized +48.7%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $311 Shares 2,472 Est. Cost $93.41 Unrealized 0.0%
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.1%
Value ($000) $307 Shares 9,430 Est. Cost $31.14 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $306 Shares 1,376 Est. Cost $140.03 Unrealized +40.0%
ACWX ISHARES ACWI EX-US 0.1%
Value ($000) $302 Shares 5,699 Est. Cost $41.96 Unrealized
IVLU ISHARES INTERNATIONAL VALUE FACTOR 0.1%
Value ($000) $300 Shares 13,190 Est. Cost $22.74 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $300 Shares 5,411 Est. Cost $27.80 Unrealized +40.4%
COMT ISHARES COMMODITIES SELECT 0.1%
Value ($000) $295 Shares 11,070 Est. Cost $34.95 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $294 Shares 1,127 Est. Cost $145.89 Unrealized +52.9%
DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $287 Shares 5,319 Est. Cost $38.92 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE 0.1%
Value ($000) $276 Shares 6,309 Est. Cost $43.75 Unrealized
BAC BK OF AMERICA CORP COM 0.1%
Value ($000) $270 Shares 8,920 Est. Cost $22.84 Unrealized +3.6%
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 0.1%
Value ($000) $256 Shares 11,700 Est. Cost $21.79 Unrealized
PEP PEPSICO INC COM 0.1%
Value ($000) $250 Shares 1,687 Est. Cost $121.24 Unrealized 0.0%
INTC INTEL CORP COM 0.1%
Value ($000) $249 Shares 4,994 Est. Cost $44.02 Unrealized 0.0%
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $245 Shares 8,970 Est. Cost $20.77 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $244 Shares 1,383 Est. Cost $121.59 Unrealized +21.3%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $235 Shares 1,008 Est. Cost $287.94 Unrealized
ALL ALLSTATE CORP COM 0.1%
Value ($000) $228 Shares 2,076 Est. Cost $86.64 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $228 Shares 3,206 Est. Cost $23.71 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $225 Shares 1,507 Est. Cost $106.49 Unrealized 0.0%
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $224 Shares 9,111 Est. Cost $24.59 Unrealized
MRK MERCK & CO. INC COM 0.1%
Value ($000) $222 Shares 2,721 Est. Cost $65.85 Unrealized -1.5%
DIM WISDOMTREE INTERNATIONAL MID-CAP 0.1%
Value ($000) $219 Shares 3,440 Est. Cost $63.37 Unrealized
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $211 Shares 2,293 Est. Cost $73.50 Unrealized +11.7%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $211 Shares 901 Est. Cost $206.72 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $207 Shares 2,572 Est. Cost $66.82 Unrealized 0.0%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.1%
Value ($000) $207 Shares 5,881 Est. Cost $35.20 Unrealized
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.1%
Value ($000) $207 Shares 4,632 Est. Cost $44.69 Unrealized
MARVELL TECHNOLOGY GROUP LTD ORD 0.1%
Value ($000) $205 Shares 4,313 Est. Cost $47.53 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $205 Shares 6,805 Est. Cost $40.84 Unrealized -43.6%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $203 Shares 1,508 Est. Cost $115.97 Unrealized 0.0%
RFV INVESCO S&P MIDCAP 400 PURE VALUE ETF 0.0%
Value ($000) $202 Shares 2,740 Est. Cost $73.72 Unrealized
IVAL ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF 0.0%
Value ($000) $201 Shares 7,325 Est. Cost $27.44 Unrealized
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $193 Shares 866 Est. Cost $240.26 Unrealized 0.0%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $189 Shares 4,606 Est. Cost $26.69 Unrealized 0.0%
NUVEEN MICH QUALITY MUN INCOME COM 0.0%
Value ($000) $185 Shares 12,500 Est. Cost $12.64 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $185 Shares 1,733 Est. Cost $85.15 Unrealized 0.0%
MARATHON OIL CORP COM 0.0%
Value ($000) $172 Shares 25,778 Est. Cost $6.13 Unrealized
JP MORGAN ALERIAN MLP 0.0%
Value ($000) $158 Shares 11,376 Est. Cost $25.07 Unrealized
FPI FARMLAND PARTNERS INC COM 0.0%
Value ($000) $93 Shares 10,670 Est. Cost $8.34 Unrealized
NOVAN INC COM 0.0%
Value ($000) $12 Shares 15,000 Est. Cost $0.80 Unrealized