Well Done, LLC Diversified Active

CIK: 0001667132 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 19, 2021

Total Value ($000): $453,832 (100.0% shares, 0.0% debt)

Holdings (173)

BRK/A BERKSHIRE HATHAWAY CLASS A 11.0%
Value ($000) $49,814 Shares 119 Est. Cost $207828.97 Unrealized +102.3%
QUAL ISHARES QUALITY FACTOR 9.7%
Value ($000) $43,980 Shares 330,981 Est. Cost $81.67 Unrealized
IVV ISHARES CORE S&P 500 9.1%
Value ($000) $41,149 Shares 95,714 Est. Cost $278.37 Unrealized
MTUM ISHARES MOMENTUM FACTOR 5.6%
Value ($000) $25,585 Shares 147,522 Est. Cost $79.72 Unrealized
USMV ISHARES USA MINIMUM VOLATILITY 4.4%
Value ($000) $20,148 Shares 273,715 Est. Cost $53.45 Unrealized
GNTX GENTEX CORP 4.2%
Value ($000) $19,001 Shares 574,231 Est. Cost $18.19 Unrealized +90.7%
VLUE ISHARES VALUE FACTOR 3.9%
Value ($000) $17,705 Shares 168,530 Est. Cost $69.63 Unrealized
DGRO ISHARES DIVIDEND GROWTH 2.8%
Value ($000) $12,604 Shares 250,275 Est. Cost $35.22 Unrealized
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 2.5%
Value ($000) $11,386 Shares 527,353 Est. Cost $21.72 Unrealized
ACWV ISHARES GLOBAL MINIMUM VOLATILITY 2.0%
Value ($000) $9,267 Shares 90,098 Est. Cost $90.98 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 1.9%
Value ($000) $8,675 Shares 31,216 Est. Cost $163.65 Unrealized +70.7%
EFAV ISHARES EAFE MINIMUM VOLATILITY 1.7%
Value ($000) $7,687 Shares 101,758 Est. Cost $69.88 Unrealized
ABBV ABBVIE INC COM 1.5%
Value ($000) $6,627 Shares 58,830 Est. Cost $37.96 Unrealized +149.6%
XMLV INVESCO MID-CAP LOW VOLATILITY 1.4%
Value ($000) $6,224 Shares 116,373 Est. Cost $51.37 Unrealized
EEMV ISHARES EMERGING MINIMUM VOLATILITY 1.3%
Value ($000) $6,119 Shares 95,367 Est. Cost $58.14 Unrealized
ABT ABBOTT LABS COM 1.3%
Value ($000) $6,107 Shares 52,674 Est. Cost $37.61 Unrealized +185.2%
SPY SPDR S&P 500 1.2%
Value ($000) $5,576 Shares 13,027 Est. Cost $248.20 Unrealized
SPHQ INVESCO S&P 500 QUALITY 1.1%
Value ($000) $5,029 Shares 103,487 Est. Cost $30.63 Unrealized
IJR ISHARES S&P SMALL-CAP 1.1%
Value ($000) $4,835 Shares 42,800 Est. Cost $89.57 Unrealized
IQLT ISHARES INTERNATIONAL QUALITY FACTOR 1.0%
Value ($000) $4,631 Shares 120,092 Est. Cost $28.24 Unrealized
XSLV INVESCO SMALL-CAP LOW VOLATILITY 0.9%
Value ($000) $4,289 Shares 91,465 Est. Cost $45.72 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.9%
Value ($000) $4,134 Shares 27,476 Est. Cost $115.79 Unrealized
VTV VANGUARD VALUE INDEX 0.8%
Value ($000) $3,769 Shares 27,418 Est. Cost $104.53 Unrealized
ACWI ISHARES ACWI 0.8%
Value ($000) $3,625 Shares 35,828 Est. Cost $70.52 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.8%
Value ($000) $3,520 Shares 12,965 Est. Cost $111.67 Unrealized
AAPL APPLE INC COM 0.7%
Value ($000) $3,258 Shares 25,578 Est. Cost $98.63 Unrealized +28.2%
BLACKROCK MUNIYLD MICH QLTY FD COM 0.7%
Value ($000) $3,214 Shares 208,563 Est. Cost $13.87 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.7%
Value ($000) $3,069 Shares 31,071 Est. Cost $66.46 Unrealized
MSFT MICROSOFT CORP COM 0.7%
Value ($000) $2,984 Shares 11,014 Est. Cost $122.89 Unrealized +99.1%
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF 0.6%
Value ($000) $2,851 Shares 135,096 Est. Cost $21.01 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.6%
Value ($000) $2,785 Shares 9,709 Est. Cost $253.59 Unrealized
VOE VANGUARD MID-CAP VALUE 0.6%
Value ($000) $2,723 Shares 19,379 Est. Cost $96.05 Unrealized
VOO VANGUARD S&P 500 ETF 0.6%
Value ($000) $2,531 Shares 6,432 Est. Cost $225.93 Unrealized
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $2,474 Shares 15,022 Est. Cost $93.26 Unrealized +55.4%
HBAN HUNTINGTON BANCSHARES INC COM 0.5%
Value ($000) $2,429 Shares 170,252 Est. Cost $11.90 Unrealized +4.2%
CL COLGATE PALMOLIVE CO COM 0.5%
Value ($000) $2,295 Shares 28,210 Est. Cost $52.97 Unrealized +38.6%
DON WISDOMTREE U.S. MID-CAP 0.5%
Value ($000) $2,219 Shares 52,907 Est. Cost $51.96 Unrealized
AIVL WISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUND 0.5%
Value ($000) $2,121 Shares 21,807 Est. Cost $73.91 Unrealized
DNL WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUND 0.4%
Value ($000) $1,806 Shares 43,331 Est. Cost $46.93 Unrealized
IJH ISHARES S&P MID-CAP 0.4%
Value ($000) $1,796 Shares 6,684 Est. Cost $220.88 Unrealized
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $1,760 Shares 13,045 Est. Cost $67.37 Unrealized +79.2%
MLKN MILLER HERMAN INC COM 0.4%
Value ($000) $1,670 Shares 35,417 Est. Cost $28.55 Unrealized +37.1%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.4%
Value ($000) $1,632 Shares 14,684 Est. Cost $105.82 Unrealized
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.4%
Value ($000) $1,632 Shares 23,581 Est. Cost $52.43 Unrealized
IYT ISHARES TRANSPORTATION AVERAGE ETF 0.4%
Value ($000) $1,625 Shares 6,252 Est. Cost $225.53 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.4%
Value ($000) $1,603 Shares 6,987 Est. Cost $140.08 Unrealized
IYC ISHARES U.S. CONSUMER SERVICES ETF 0.3%
Value ($000) $1,578 Shares 20,327 Est. Cost $88.04 Unrealized
CZA INVESCO ZACKS MID-CAP 0.3%
Value ($000) $1,544 Shares 17,170 Est. Cost $66.73 Unrealized
IAI ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF 0.3%
Value ($000) $1,542 Shares 15,105 Est. Cost $102.09 Unrealized
IAU ISHARES GOLD TRUST 0.3%
Value ($000) $1,513 Shares 44,891 Est. Cost $33.70 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH 0.3%
Value ($000) $1,508 Shares 13,324 Est. Cost $103.58 Unrealized
IYG ISHARES U.S. FINANCIAL SERVICES ETF 0.3%
Value ($000) $1,463 Shares 7,897 Est. Cost $185.26 Unrealized
IAT ISHARES U.S. REGIONAL BANKS ETF 0.3%
Value ($000) $1,437 Shares 24,982 Est. Cost $56.71 Unrealized
QQQ INVESCO QQQ TRUST 0.3%
Value ($000) $1,385 Shares 3,907 Est. Cost $283.65 Unrealized
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $1,342 Shares 8,630 Est. Cost $64.64 Unrealized +116.2%
XSD SPDR S&P SEMICONDUCTOR ETF 0.3%
Value ($000) $1,285 Shares 6,681 Est. Cost $129.91 Unrealized
SYK STRYKER CORPORATION COM 0.3%
Value ($000) $1,249 Shares 4,810 Est. Cost $151.29 Unrealized +61.0%
SSUS DAY HAGAN/NED DAVIS RESEARCH SMART SECTOR ETF 0.3%
Value ($000) $1,223 Shares 36,508 Est. Cost $24.34 Unrealized
SUI SUN CMNTYS INC COM 0.3%
Value ($000) $1,159 Shares 6,761 Est. Cost $145.73 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.3%
Value ($000) $1,158 Shares 26,271 Est. Cost $37.71 Unrealized +12.0%
SOXX ISHARES SEMICONDUCTOR FUND 0.2%
Value ($000) $1,123 Shares 2,472 Est. Cost $327.88 Unrealized
XHB SPDR S&P HOMEBUILDERS ETF 0.2%
Value ($000) $1,077 Shares 14,699 Est. Cost $61.77 Unrealized
XTN SPDR S&P TRANSPORTATION ETF 0.2%
Value ($000) $1,056 Shares 12,428 Est. Cost $84.97 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.2%
Value ($000) $1,053 Shares 16,062 Est. Cost $52.30 Unrealized
XME SPDR S&P METALS AND MINING ETF 0.2%
Value ($000) $1,044 Shares 24,242 Est. Cost $43.07 Unrealized
ETN EATON CORP PLC SHS 0.2%
Value ($000) $1,024 Shares 6,910 Est. Cost $99.05 Unrealized +35.2%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $1,020 Shares 9,965 Est. Cost $79.14 Unrealized
INDS PACER BENCHMARK INDUSTRIAL REAL ESTATE SCTR ETF 0.2%
Value ($000) $1,002 Shares 23,215 Est. Cost $43.16 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $953 Shares 15,109 Est. Cost $47.00 Unrealized +6.5%
DWM WISDOMTREE INTERNATIONAL EQUITY 0.2%
Value ($000) $941 Shares 17,265 Est. Cost $51.29 Unrealized
PJUL INNOVATOR S&P 500 POWER BUFFER ETF - JULY 0.2%
Value ($000) $920 Shares 31,083 Est. Cost $26.08 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 0.2%
Value ($000) $917 Shares 4,981 Est. Cost $114.76 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.2%
Value ($000) $911 Shares 5,884 Est. Cost $83.49 Unrealized
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $892 Shares 12,173 Est. Cost $59.11 Unrealized +12.5%
COMT ISHARES COMMODITIES SELECT 0.2%
Value ($000) $882 Shares 25,554 Est. Cost $33.97 Unrealized
QVAL ALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETF 0.2%
Value ($000) $814 Shares 23,723 Est. Cost $23.41 Unrealized
VWO VANGUARD EMERGING MARKETS 0.2%
Value ($000) $797 Shares 14,658 Est. Cost $12.22 Unrealized
GLD SPDR GOLD SHARES 0.2%
Value ($000) $767 Shares 4,629 Est. Cost $145.09 Unrealized
AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 0.2%
Value ($000) $760 Shares 18,534 Est. Cost $29.07 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $760 Shares 3,828 Est. Cost $101.29 Unrealized +38.6%
FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND 0.2%
Value ($000) $751 Shares 12,730 Est. Cost $43.88 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.2%
Value ($000) $750 Shares 6,232 Est. Cost $81.79 Unrealized
SCHE SCHWAB EMERGING MARKETS 0.2%
Value ($000) $728 Shares 21,994 Est. Cost $27.12 Unrealized
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $717 Shares 3,305 Est. Cost $124.10 Unrealized +54.8%
HD HOME DEPOT INC COM 0.2%
Value ($000) $716 Shares 2,246 Est. Cost $185.17 Unrealized +53.3%
RPV INVESCO S&P 500 PURE VALUE 0.2%
Value ($000) $700 Shares 9,069 Est. Cost $66.23 Unrealized
MACATAWA BK CORP COM 0.2%
Value ($000) $691 Shares 78,934 Est. Cost $6.16 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.1%
Value ($000) $678 Shares 1,701 Est. Cost $358.61 Unrealized
AMZN AMAZON COM INC COM 0.1%
Value ($000) $671 Shares 195 Est. Cost $116.05 Unrealized +43.2%
AOK ISHARES CONSERVATIVE ALLOCATION FUND 0.1%
Value ($000) $662 Shares 16,640 Est. Cost $33.06 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.1%
Value ($000) $651 Shares 22,390 Est. Cost $16.35 Unrealized
BIBL INSPIRE 100 ETF 0.1%
Value ($000) $645 Shares 15,106 Est. Cost $31.99 Unrealized
ISMD INSPIRE SMALL/MID CAP IMPACT ETF 0.1%
Value ($000) $621 Shares 16,909 Est. Cost $25.76 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE 0.1%
Value ($000) $599 Shares 8,755 Est. Cost $51.25 Unrealized
IVLU ISHARES INTERNATIONAL VALUE FACTOR 0.1%
Value ($000) $586 Shares 22,691 Est. Cost $23.81 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $575 Shares 5,491 Est. Cost $74.28 Unrealized +17.2%
AMGN AMGEN INC COM 0.1%
Value ($000) $559 Shares 2,295 Est. Cost $177.88 Unrealized +19.5%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $529 Shares 9,446 Est. Cost $32.65 Unrealized +33.0%
MGK VANGUARD MEGA-CAP GROWTH 0.1%
Value ($000) $529 Shares 2,288 Est. Cost $83.07 Unrealized
EFA ISHARES EAFE 0.1%
Value ($000) $524 Shares 6,637 Est. Cost $61.98 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $522 Shares 1,772 Est. Cost $180.94 Unrealized +48.2%
SUSA ISHARES MSCI USA ESG SELECT ETF 0.1%
Value ($000) $516 Shares 5,406 Est. Cost $96.64 Unrealized
ESG FLEXSHARES STOXX US ESG SELECT INDEX FUND 0.1%
Value ($000) $496 Shares 4,724 Est. Cost $62.66 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $489 Shares 10,805 Est. Cost $37.36 Unrealized +7.0%
V VISA INC COM CL A 0.1%
Value ($000) $488 Shares 2,085 Est. Cost $115.04 Unrealized +92.1%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $471 Shares 188 Est. Cost $58.32 Unrealized +102.8%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $469 Shares 2,671 Est. Cost $148.14 Unrealized +18.6%
SCHM SCHWAB U.S. MID-CAP ETF 0.1%
Value ($000) $464 Shares 5,932 Est. Cost $57.15 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.1%
Value ($000) $460 Shares 9,251 Est. Cost $32.09 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $456 Shares 1,972 Est. Cost $193.15 Unrealized +8.4%
ESGG FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND 0.1%
Value ($000) $445 Shares 3,160 Est. Cost $94.30 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $442 Shares 8,820 Est. Cost $31.49 Unrealized +65.9%
META FACEBOOK INC CL A 0.1%
Value ($000) $438 Shares 1,259 Est. Cost $181.69 Unrealized +75.3%
PFE PFIZER INC COM 0.1%
Value ($000) $424 Shares 10,821 Est. Cost $28.70 Unrealized +8.0%
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.1%
Value ($000) $417 Shares 5,035 Est. Cost $84.40 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $416 Shares 1,551 Est. Cost $147.21 Unrealized +47.5%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $409 Shares 4,130 Est. Cost $61.00 Unrealized +25.3%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.1%
Value ($000) $405 Shares 1,173 Est. Cost $257.46 Unrealized
SIL GLOBAL X SILVER MINERS ETF 0.1%
Value ($000) $399 Shares 9,336 Est. Cost $43.18 Unrealized
BAC BK OF AMERICA CORP COM 0.1%
Value ($000) $378 Shares 9,169 Est. Cost $23.05 Unrealized +58.6%
PJUN INNOVATOR S&P 500 POWER BUFFER ETF - JUNE 0.1%
Value ($000) $366 Shares 11,796 Est. Cost $28.06 Unrealized
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.1%
Value ($000) $361 Shares 9,430 Est. Cost $31.14 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $360 Shares 2,459 Est. Cost $93.41 Unrealized +21.4%
IGF ISHARES GLOBAL INFRASTRUCTURE 0.1%
Value ($000) $359 Shares 7,921 Est. Cost $44.05 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $348 Shares 2,470 Est. Cost $41.42 Unrealized +5.8%
DOW DOW INC COM 0.1%
Value ($000) $341 Shares 5,396 Est. Cost $27.80 Unrealized +83.7%
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $338 Shares 8,872 Est. Cost $20.77 Unrealized +61.2%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $330 Shares 1,661 Est. Cost $127.97 Unrealized +37.7%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $329 Shares 1,129 Est. Cost $216.46 Unrealized +21.7%
NWL NEWELL BRANDS INC COM 0.1%
Value ($000) $329 Shares 11,968 Est. Cost $22.42 Unrealized 0.0%
ACWX ISHARES ACWI EX-US 0.1%
Value ($000) $327 Shares 5,693 Est. Cost $41.96 Unrealized
MARATHON OIL CORP COM 0.1%
Value ($000) $317 Shares 23,288 Est. Cost $6.13 Unrealized
DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $317 Shares 5,319 Est. Cost $38.92 Unrealized
DGRE WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $314 Shares 10,477 Est. Cost $22.99 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $312 Shares 1,635 Est. Cost $109.00 Unrealized +45.6%
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $301 Shares 4,221 Est. Cost $69.65 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $292 Shares 5,193 Est. Cost $45.44 Unrealized +17.9%
PEP PEPSICO INC COM 0.1%
Value ($000) $285 Shares 1,922 Est. Cost $120.84 Unrealized +4.4%
MRK MERCK & CO INC COM 0.1%
Value ($000) $273 Shares 3,508 Est. Cost $65.27 Unrealized -1.7%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $273 Shares 2,094 Est. Cost $86.64 Unrealized +33.1%
MRVL MARVELL TECHNOLOGY INC COM 0.1%
Value ($000) $263 Shares 4,505 Est. Cost $47.96 Unrealized 0.0%
ARKK ARK INNOVATION ETF 0.1%
Value ($000) $260 Shares 1,985 Est. Cost $130.98 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $255 Shares 1,063 Est. Cost $241.76 Unrealized 0.0%
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 0.1%
Value ($000) $254 Shares 11,700 Est. Cost $21.79 Unrealized
IVAL ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF 0.1%
Value ($000) $253 Shares 8,700 Est. Cost $27.69 Unrealized
RFV INVESCO S&P MIDCAP 400 PURE VALUE ETF 0.1%
Value ($000) $251 Shares 2,740 Est. Cost $73.72 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $248 Shares 2,572 Est. Cost $66.82 Unrealized +28.0%
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $247 Shares 3,191 Est. Cost $23.71 Unrealized +29.0%
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.1%
Value ($000) $246 Shares 4,639 Est. Cost $44.69 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $244 Shares 2,185 Est. Cost $87.12 Unrealized +16.7%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $243 Shares 5,094 Est. Cost $27.12 Unrealized +25.3%
CRM SALESFORCE COM INC COM 0.1%
Value ($000) $242 Shares 992 Est. Cost $236.28 Unrealized -3.6%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.1%
Value ($000) $238 Shares 5,881 Est. Cost $35.20 Unrealized
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 0.1%
Value ($000) $237 Shares 6,138 Est. Cost $37.63 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $234 Shares 96 Est. Cost $99.26 Unrealized +16.8%
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $234 Shares 2,931 Est. Cost $73.75 Unrealized
DIM WISDOMTREE INTERNATIONAL MID-CAP 0.1%
Value ($000) $233 Shares 3,440 Est. Cost $63.37 Unrealized
LBRT LIBERTY OILFIELD SVCS INC COM CL A 0.1%
Value ($000) $230 Shares 16,230 Est. Cost $13.49 Unrealized 0.0%
WHR WHIRLPOOL CORP COM 0.1%
Value ($000) $228 Shares 1,047 Est. Cost $198.49 Unrealized +17.4%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.1%
Value ($000) $227 Shares 2,190 Est. Cost $97.36 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $222 Shares 2,498 Est. Cost $73.55 Unrealized +9.6%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $222 Shares 979 Est. Cost $287.94 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $222 Shares 4,326 Est. Cost $38.28 Unrealized +14.5%
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $221 Shares 14,088 Est. Cost $14.84 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $218 Shares 4,119 Est. Cost $40.62 Unrealized +12.8%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $216 Shares 8,932 Est. Cost $24.59 Unrealized
GCC WISDOMTREE ENHANCED COMMODITY STRATEGY FUND 0.0%
Value ($000) $215 Shares 9,705 Est. Cost $22.15 Unrealized
PERSHING SQUARE TONTINE HLDGS COM CL A 0.0%
Value ($000) $214 Shares 9,410 Est. Cost $22.74 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $202 Shares 1,508 Est. Cost $115.97 Unrealized -3.1%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $201 Shares 3,227 Est. Cost $54.62 Unrealized 0.0%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $137 Shares 10,206 Est. Cost $13.13 Unrealized
FPI FARMLAND PARTNERS INC COM 0.0%
Value ($000) $129 Shares 10,670 Est. Cost $8.34 Unrealized
TMQ TRILOGY METALS INC NEW COM 0.0%
Value ($000) $126 Shares 50,000 Est. Cost $2.52 Unrealized 0.0%