Well Done, LLC Diversified Active

CIK: 0001667132 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 1, 2021

Total Value ($000): $448,716 (100.0% shares, 0.0% debt)

Holdings (172)

BRK/A BERKSHIRE HATHAWAY CLASS A 10.9%
Value ($000) $48,954 Shares 119 Est. Cost $207828.97 Unrealized +103.4%
QUAL ISHARES QUALITY FACTOR 9.7%
Value ($000) $43,567 Shares 330,727 Est. Cost $81.67 Unrealized
IVV ISHARES CORE S&P 500 9.4%
Value ($000) $42,314 Shares 98,218 Est. Cost $282.25 Unrealized
MTUM ISHARES MOMENTUM FACTOR 5.7%
Value ($000) $25,676 Shares 146,217 Est. Cost $79.72 Unrealized
USMV ISHARES USA MINIMUM VOLATILITY 4.5%
Value ($000) $20,063 Shares 272,961 Est. Cost $53.45 Unrealized
GNTX GENTEX CORP 4.2%
Value ($000) $18,730 Shares 567,931 Est. Cost $18.19 Unrealized +77.5%
VLUE ISHARES VALUE FACTOR 3.8%
Value ($000) $17,123 Shares 170,043 Est. Cost $69.63 Unrealized
DGRO ISHARES DIVIDEND GROWTH 2.8%
Value ($000) $12,510 Shares 248,999 Est. Cost $35.22 Unrealized
ACWV ISHARES GLOBAL MINIMUM VOLATILITY 2.1%
Value ($000) $9,453 Shares 92,017 Est. Cost $91.23 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 1.9%
Value ($000) $8,412 Shares 30,821 Est. Cost $163.65 Unrealized +71.6%
EFAV ISHARES EAFE MINIMUM VOLATILITY 1.7%
Value ($000) $7,683 Shares 101,983 Est. Cost $69.88 Unrealized
ABBV ABBVIE INC COM 1.4%
Value ($000) $6,314 Shares 58,529 Est. Cost $37.96 Unrealized +156.1%
ABT ABBOTT LABS COM 1.4%
Value ($000) $6,256 Shares 52,961 Est. Cost $37.61 Unrealized +201.7%
XMLV INVESCO MID-CAP LOW VOLATILITY 1.4%
Value ($000) $6,141 Shares 116,918 Est. Cost $51.37 Unrealized
EEMV ISHARES EMERGING MINIMUM VOLATILITY 1.3%
Value ($000) $6,017 Shares 96,016 Est. Cost $58.14 Unrealized
SPY SPDR S&P 500 1.2%
Value ($000) $5,444 Shares 12,687 Est. Cost $248.20 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH 1.1%
Value ($000) $5,102 Shares 45,525 Est. Cost $109.59 Unrealized
SPHQ INVESCO S&P 500 QUALITY 1.1%
Value ($000) $4,780 Shares 98,449 Est. Cost $30.63 Unrealized
IJR ISHARES S&P SMALL-CAP 1.0%
Value ($000) $4,700 Shares 43,040 Est. Cost $89.57 Unrealized
IQLT ISHARES INTERNATIONAL QUALITY FACTOR 1.0%
Value ($000) $4,596 Shares 121,341 Est. Cost $28.34 Unrealized
XSLV INVESCO SMALL-CAP LOW VOLATILITY 1.0%
Value ($000) $4,339 Shares 92,098 Est. Cost $45.72 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.9%
Value ($000) $4,113 Shares 27,454 Est. Cost $115.79 Unrealized
AAPL APPLE INC COM 0.9%
Value ($000) $3,834 Shares 28,883 Est. Cost $103.81 Unrealized +38.6%
VTV VANGUARD VALUE INDEX 0.8%
Value ($000) $3,705 Shares 27,366 Est. Cost $104.53 Unrealized
ACWI ISHARES ACWI 0.8%
Value ($000) $3,608 Shares 36,106 Est. Cost $70.52 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.8%
Value ($000) $3,553 Shares 12,965 Est. Cost $111.67 Unrealized
MSFT MICROSOFT CORP COM 0.8%
Value ($000) $3,540 Shares 12,558 Est. Cost $142.30 Unrealized +97.3%
BLACKROCK MUNIYLD MICH QLTY FD COM 0.7%
Value ($000) $3,226 Shares 208,563 Est. Cost $13.87 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.7%
Value ($000) $3,214 Shares 32,666 Est. Cost $68.02 Unrealized
SOXX ISHARES SEMICONDUCTOR FUND 0.7%
Value ($000) $2,989 Shares 6,704 Est. Cost $402.35 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.7%
Value ($000) $2,946 Shares 10,154 Est. Cost $255.19 Unrealized
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF 0.6%
Value ($000) $2,849 Shares 135,096 Est. Cost $21.01 Unrealized
VOO VANGUARD S&P 500 ETF 0.6%
Value ($000) $2,705 Shares 6,858 Est. Cost $236.39 Unrealized
VOE VANGUARD MID-CAP VALUE 0.6%
Value ($000) $2,610 Shares 18,698 Est. Cost $96.05 Unrealized
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $2,568 Shares 15,899 Est. Cost $96.40 Unrealized +55.9%
CL COLGATE PALMOLIVE CO COM 0.5%
Value ($000) $2,172 Shares 28,736 Est. Cost $53.31 Unrealized +34.5%
DON WISDOMTREE U.S. MID-CAP 0.5%
Value ($000) $2,058 Shares 49,639 Est. Cost $51.96 Unrealized
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 0.4%
Value ($000) $1,977 Shares 91,826 Est. Cost $21.72 Unrealized
AIVL WISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUND 0.4%
Value ($000) $1,913 Shares 20,356 Est. Cost $73.91 Unrealized
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $1,895 Shares 13,557 Est. Cost $69.63 Unrealized +82.8%
IJH ISHARES S&P MID-CAP 0.4%
Value ($000) $1,763 Shares 6,701 Est. Cost $220.88 Unrealized
DNL WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUND 0.4%
Value ($000) $1,753 Shares 43,333 Est. Cost $46.93 Unrealized
IAI ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF 0.4%
Value ($000) $1,710 Shares 16,376 Est. Cost $102.27 Unrealized
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.4%
Value ($000) $1,706 Shares 22,063 Est. Cost $87.20 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.4%
Value ($000) $1,705 Shares 7,796 Est. Cost $148.24 Unrealized
IAT ISHARES U.S. REGIONAL BANKS ETF 0.4%
Value ($000) $1,705 Shares 28,160 Est. Cost $57.14 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.4%
Value ($000) $1,703 Shares 110,136 Est. Cost $11.90 Unrealized +1.3%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.4%
Value ($000) $1,698 Shares 15,842 Est. Cost $105.92 Unrealized
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.4%
Value ($000) $1,685 Shares 25,468 Est. Cost $53.45 Unrealized
IYG ISHARES U.S. FINANCIAL SERVICES ETF 0.4%
Value ($000) $1,642 Shares 8,728 Est. Cost $185.53 Unrealized
CZA INVESCO ZACKS MID-CAP 0.3%
Value ($000) $1,543 Shares 17,170 Est. Cost $66.73 Unrealized
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $1,524 Shares 9,312 Est. Cost $70.18 Unrealized +99.9%
IAU ISHARES GOLD TRUST 0.3%
Value ($000) $1,491 Shares 44,615 Est. Cost $33.70 Unrealized
QQQ INVESCO QQQ TRUST 0.3%
Value ($000) $1,394 Shares 3,893 Est. Cost $283.65 Unrealized
XSD SPDR S&P SEMICONDUCTOR ETF 0.3%
Value ($000) $1,371 Shares 6,926 Est. Cost $132.32 Unrealized
MLKN MILLER HERMAN INC COM 0.3%
Value ($000) $1,334 Shares 35,435 Est. Cost $28.55 Unrealized +30.5%
SYK STRYKER CORPORATION COM 0.3%
Value ($000) $1,265 Shares 4,798 Est. Cost $151.29 Unrealized +68.7%
COMT ISHARES COMMODITIES SELECT 0.3%
Value ($000) $1,256 Shares 35,036 Est. Cost $34.48 Unrealized
SUI SUN CMNTYS INC COM 0.3%
Value ($000) $1,237 Shares 6,685 Est. Cost $145.73 Unrealized
SSUS DAY HAGAN/NED DAVIS RESEARCH SMART SECTOR ETF 0.3%
Value ($000) $1,235 Shares 36,791 Est. Cost $24.34 Unrealized
XTN SPDR S&P TRANSPORTATION ETF 0.3%
Value ($000) $1,166 Shares 13,477 Est. Cost $85.09 Unrealized
XHB SPDR S&P HOMEBUILDERS ETF 0.3%
Value ($000) $1,124 Shares 15,669 Est. Cost $62.39 Unrealized
EFA ISHARES EAFE 0.2%
Value ($000) $1,110 Shares 14,230 Est. Cost $70.53 Unrealized
XME SPDR S&P METALS AND MINING ETF 0.2%
Value ($000) $1,098 Shares 26,296 Est. Cost $42.96 Unrealized
XHS SPDR S&P HEALTH CARE SERVICES ETF 0.2%
Value ($000) $1,039 Shares 9,976 Est. Cost $104.15 Unrealized
INDS PACER BENCHMARK INDUSTRIAL REAL ESTATE SCTR ETF 0.2%
Value ($000) $1,018 Shares 23,215 Est. Cost $43.16 Unrealized
VWO VANGUARD EMERGING MARKETS 0.2%
Value ($000) $971 Shares 19,408 Est. Cost $21.47 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 0.2%
Value ($000) $950 Shares 4,934 Est. Cost $114.76 Unrealized
AMZN AMAZON COM INC COM 0.2%
Value ($000) $946 Shares 288 Est. Cost $134.28 Unrealized +28.5%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $928 Shares 11,818 Est. Cost $59.11 Unrealized +21.6%
DWM WISDOMTREE INTERNATIONAL EQUITY 0.2%
Value ($000) $908 Shares 17,170 Est. Cost $51.29 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $895 Shares 15,211 Est. Cost $47.00 Unrealized +3.1%
ETN EATON CORP PLC SHS 0.2%
Value ($000) $845 Shares 5,657 Est. Cost $99.05 Unrealized +50.7%
HD HOME DEPOT INC COM 0.2%
Value ($000) $811 Shares 2,471 Est. Cost $195.13 Unrealized +50.9%
QVAL ALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETF 0.2%
Value ($000) $782 Shares 22,866 Est. Cost $23.41 Unrealized
PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY 0.2%
Value ($000) $775 Shares 26,036 Est. Cost $26.08 Unrealized
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $764 Shares 3,601 Est. Cost $129.90 Unrealized +49.8%
AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 0.2%
Value ($000) $760 Shares 18,534 Est. Cost $29.07 Unrealized
GLD SPDR GOLD SHARES 0.2%
Value ($000) $755 Shares 4,598 Est. Cost $145.09 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $749 Shares 4,272 Est. Cost $105.04 Unrealized +30.7%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.2%
Value ($000) $743 Shares 6,232 Est. Cost $81.79 Unrealized
FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND 0.2%
Value ($000) $730 Shares 12,730 Est. Cost $43.88 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.2%
Value ($000) $704 Shares 4,584 Est. Cost $83.49 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $699 Shares 2,186 Est. Cost $204.54 Unrealized +49.4%
RPV INVESCO S&P 500 PURE VALUE 0.2%
Value ($000) $688 Shares 9,074 Est. Cost $66.23 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.2%
Value ($000) $683 Shares 1,701 Est. Cost $358.61 Unrealized
BIBL INSPIRE 100 ETF 0.2%
Value ($000) $683 Shares 16,080 Est. Cost $32.62 Unrealized
SCHE SCHWAB EMERGING MARKETS 0.1%
Value ($000) $664 Shares 21,799 Est. Cost $27.12 Unrealized
AOK ISHARES CONSERVATIVE ALLOCATION FUND 0.1%
Value ($000) $657 Shares 16,640 Est. Cost $33.06 Unrealized
MACATAWA BK CORP COM 0.1%
Value ($000) $634 Shares 78,934 Est. Cost $6.16 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.1%
Value ($000) $633 Shares 22,390 Est. Cost $16.35 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $629 Shares 236 Est. Cost $74.29 Unrealized +84.2%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $626 Shares 13,494 Est. Cost $38.20 Unrealized +8.9%
V VISA INC COM CL A 0.1%
Value ($000) $625 Shares 2,808 Est. Cost $143.86 Unrealized +57.8%
ISMD INSPIRE SMALL/MID CAP IMPACT ETF 0.1%
Value ($000) $617 Shares 17,414 Est. Cost $26.04 Unrealized
META FACEBOOK INC CL A 0.1%
Value ($000) $609 Shares 1,795 Est. Cost $234.24 Unrealized +52.7%
SCHV SCHWAB U.S. LARGE-CAP VALUE 0.1%
Value ($000) $591 Shares 8,755 Est. Cost $51.25 Unrealized
VHT VANGUARD HEALTH CARE 0.1%
Value ($000) $589 Shares 2,382 Est. Cost $247.27 Unrealized
IVLU ISHARES INTERNATIONAL VALUE FACTOR 0.1%
Value ($000) $583 Shares 22,691 Est. Cost $23.81 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $562 Shares 5,541 Est. Cost $74.28 Unrealized +12.2%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $545 Shares 5,570 Est. Cost $79.14 Unrealized
MGK VANGUARD MEGA-CAP GROWTH 0.1%
Value ($000) $537 Shares 2,288 Est. Cost $83.07 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $518 Shares 1,700 Est. Cost $157.69 Unrealized +69.2%
SUSA ISHARES MSCI USA ESG SELECT ETF 0.1%
Value ($000) $517 Shares 5,386 Est. Cost $96.64 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $514 Shares 11,943 Est. Cost $29.36 Unrealized +21.5%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $511 Shares 191 Est. Cost $117.06 Unrealized +15.4%
BAC BK OF AMERICA CORP COM 0.1%
Value ($000) $508 Shares 11,974 Est. Cost $26.10 Unrealized +38.2%
ESG FLEXSHARES STOXX US ESG SELECT INDEX FUND 0.1%
Value ($000) $499 Shares 4,724 Est. Cost $62.66 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $489 Shares 2,299 Est. Cost $177.88 Unrealized +12.6%
SCHM SCHWAB U.S. MID-CAP ETF 0.1%
Value ($000) $468 Shares 6,110 Est. Cost $57.72 Unrealized
ESGG FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND 0.1%
Value ($000) $445 Shares 3,160 Est. Cost $94.30 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $427 Shares 3,065 Est. Cost $42.21 Unrealized +7.7%
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.1%
Value ($000) $420 Shares 5,049 Est. Cost $84.40 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.1%
Value ($000) $411 Shares 9,251 Est. Cost $32.09 Unrealized
DIS DISNEY WALT CO COM 0.1%
Value ($000) $410 Shares 2,426 Est. Cost $148.14 Unrealized +17.6%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.1%
Value ($000) $397 Shares 1,173 Est. Cost $257.46 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $384 Shares 8,578 Est. Cost $31.49 Unrealized +38.8%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $382 Shares 4,033 Est. Cost $61.00 Unrealized +32.9%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $381 Shares 7,568 Est. Cost $50.34 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE 0.1%
Value ($000) $381 Shares 8,295 Est. Cost $44.13 Unrealized
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $380 Shares 8,951 Est. Cost $20.77 Unrealized +55.5%
PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE 0.1%
Value ($000) $366 Shares 11,796 Est. Cost $28.06 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $361 Shares 6,677 Est. Cost $32.65 Unrealized +29.6%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $359 Shares 2,583 Est. Cost $94.31 Unrealized +18.9%
DOW DOW INC COM 0.1%
Value ($000) $352 Shares 6,111 Est. Cost $30.14 Unrealized +58.6%
CRM SALESFORCE COM INC COM 0.1%
Value ($000) $349 Shares 1,286 Est. Cost $239.63 Unrealized +4.7%
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.1%
Value ($000) $345 Shares 9,430 Est. Cost $31.14 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $332 Shares 6,238 Est. Cost $46.17 Unrealized +7.9%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.1%
Value ($000) $326 Shares 6,016 Est. Cost $54.19 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $324 Shares 1,247 Est. Cost $222.76 Unrealized +27.1%
MARATHON OIL CORP COM 0.1%
Value ($000) $323 Shares 23,662 Est. Cost $6.25 Unrealized
PEP PEPSICO INC COM 0.1%
Value ($000) $320 Shares 2,130 Est. Cost $122.22 Unrealized +10.4%
ACWX ISHARES ACWI EX-US 0.1%
Value ($000) $315 Shares 5,693 Est. Cost $41.96 Unrealized
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 0.1%
Value ($000) $314 Shares 14,487 Est. Cost $21.77 Unrealized
DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $313 Shares 5,319 Est. Cost $38.92 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $311 Shares 1,591 Est. Cost $109.00 Unrealized +47.5%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $309 Shares 1,280 Est. Cost $193.15 Unrealized +11.7%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $303 Shares 1,516 Est. Cost $127.97 Unrealized +46.7%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $291 Shares 2,285 Est. Cost $89.32 Unrealized +32.9%
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $286 Shares 4,221 Est. Cost $69.65 Unrealized
IVAL ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF 0.1%
Value ($000) $279 Shares 10,343 Est. Cost $27.57 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $276 Shares 7,129 Est. Cost $38.72 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $274 Shares 5,039 Est. Cost $42.19 Unrealized +16.7%
MRVL MARVELL TECHNOLOGY INC COM 0.1%
Value ($000) $272 Shares 4,505 Est. Cost $47.96 Unrealized +22.8%
NWL NEWELL BRANDS INC COM 0.1%
Value ($000) $267 Shares 12,079 Est. Cost $22.42 Unrealized -6.6%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $265 Shares 2,812 Est. Cost $68.90 Unrealized +32.4%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.1%
Value ($000) $262 Shares 5,883 Est. Cost $35.20 Unrealized
SIL GLOBAL X SILVER MINERS ETF 0.1%
Value ($000) $258 Shares 7,364 Est. Cost $43.18 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $254 Shares 2,305 Est. Cost $88.09 Unrealized +20.0%
RFV INVESCO S&P MIDCAP 400 PURE VALUE ETF 0.1%
Value ($000) $249 Shares 2,740 Est. Cost $73.72 Unrealized
MRK MERCK & CO INC COM 0.1%
Value ($000) $244 Shares 3,246 Est. Cost $65.27 Unrealized +1.3%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.1%
Value ($000) $241 Shares 419 Est. Cost $629.41 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $241 Shares 4,649 Est. Cost $38.81 Unrealized +18.2%
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.1%
Value ($000) $237 Shares 4,643 Est. Cost $44.69 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $235 Shares 2,931 Est. Cost $73.75 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $234 Shares 598 Est. Cost $384.84 Unrealized 0.0%
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 0.1%
Value ($000) $234 Shares 6,138 Est. Cost $37.63 Unrealized
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $229 Shares 3,373 Est. Cost $23.96 Unrealized +18.3%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $225 Shares 4,939 Est. Cost $27.12 Unrealized +25.3%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $223 Shares 640 Est. Cost $354.74 Unrealized 0.0%
DIM WISDOMTREE INTERNATIONAL MID-CAP 0.0%
Value ($000) $220 Shares 3,283 Est. Cost $63.37 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $220 Shares 2,138 Est. Cost $62.95 Unrealized 0.0%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $219 Shares 1,985 Est. Cost $130.98 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.0%
Value ($000) $216 Shares 2,126 Est. Cost $97.36 Unrealized
GCC WISDOMTREE ENHANCED COMMODITY STRATEGY FUND 0.0%
Value ($000) $216 Shares 9,705 Est. Cost $22.15 Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $214 Shares 14,088 Est. Cost $14.84 Unrealized
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $213 Shares 1,047 Est. Cost $198.49 Unrealized +10.5%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $208 Shares 2,360 Est. Cost $73.55 Unrealized +9.9%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $204 Shares 1,543 Est. Cost $115.96 Unrealized -0.4%
LBRT LIBERTY OILFIELD SVCS INC COM CL A 0.0%
Value ($000) $131 Shares 10,799 Est. Cost $13.49 Unrealized -17.8%
FPI FARMLAND PARTNERS INC COM 0.0%
Value ($000) $128 Shares 10,670 Est. Cost $8.34 Unrealized
TMQ TRILOGY METALS INC NEW COM 0.0%
Value ($000) $93 Shares 50,000 Est. Cost $2.52 Unrealized -17.4%