Well Done, LLC Diversified Active

CIK: 0001667132 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 9, 2019

Total Value ($000): $406,825 (100.0% shares, 0.0% debt)

Holdings (145)

BRK/A BERKSHIRE HATHAWAY INC DEL CL A 9.5%
Value ($000) $38,556 Shares 128 Est. Cost $205159.58 Unrealized +47.6%
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 6.4%
Value ($000) $26,226 Shares 233,787 Est. Cost $79.72 Unrealized
VLUE ISHARES EDGE MSCI USA VALUE FACTOR ETF 5.9%
Value ($000) $23,948 Shares 299,873 Est. Cost $68.51 Unrealized
QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF 5.8%
Value ($000) $23,570 Shares 266,179 Est. Cost $79.99 Unrealized
GNTX GENTEX CORP COM 5.1%
Value ($000) $20,901 Shares 1,010,710 Est. Cost $18.19 Unrealized +14.9%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 4.6%
Value ($000) $18,657 Shares 317,299 Est. Cost $52.57 Unrealized
IVV ISHARES CORE S&P 500 ETF 3.7%
Value ($000) $15,252 Shares 53,598 Est. Cost $280.60 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 3.6%
Value ($000) $14,561 Shares 188,742 Est. Cost $81.22 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.7%
Value ($000) $11,121 Shares 55,361 Est. Cost $157.53 Unrealized +28.1%
INTF ISHARES EDGE MSCI MULTIFACTOR INTL ETF 2.7%
Value ($000) $10,924 Shares 414,882 Est. Cost $26.81 Unrealized
IJH ISHARES S&P MIDCAP FUND 2.2%
Value ($000) $8,878 Shares 46,876 Est. Cost $220.52 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 2.0%
Value ($000) $8,239 Shares 159,337 Est. Cost $51.28 Unrealized
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 1.8%
Value ($000) $7,286 Shares 101,188 Est. Cost $71.02 Unrealized
EEMV ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF 1.7%
Value ($000) $6,933 Shares 116,981 Est. Cost $58.07 Unrealized
MACATAWA BK CORP COM 1.7%
Value ($000) $6,801 Shares 684,173 Est. Cost $6.05 Unrealized
ACWV ISHARES EDGE MSCI MIN VOL GLOBAL ETF 1.6%
Value ($000) $6,667 Shares 74,505 Est. Cost $89.32 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 1.6%
Value ($000) $6,387 Shares 59,206 Est. Cost $96.05 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 1.4%
Value ($000) $5,891 Shares 50,905 Est. Cost $114.76 Unrealized
SPY SPDR S&P 500 ETF 1.4%
Value ($000) $5,702 Shares 20,185 Est. Cost $243.39 Unrealized
ABBV ABBVIE INC COM 1.2%
Value ($000) $4,995 Shares 61,984 Est. Cost $37.96 Unrealized +60.7%
RPV INVESCO S&P 500 PURE VALUE ETF 1.2%
Value ($000) $4,886 Shares 77,488 Est. Cost $65.12 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 1.2%
Value ($000) $4,754 Shares 129,355 Est. Cost $36.75 Unrealized
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 1.2%
Value ($000) $4,696 Shares 100,044 Est. Cost $46.93 Unrealized
ABT ABBOTT LABS COM 1.1%
Value ($000) $4,677 Shares 58,510 Est. Cost $36.77 Unrealized +79.7%
CZA INVESCO ZACKS MID-CAP ETF 1.1%
Value ($000) $4,383 Shares 64,345 Est. Cost $64.69 Unrealized
CHEMICAL FINL CORP COM 1.0%
Value ($000) $3,980 Shares 96,692 Est. Cost $34.46 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.9%
Value ($000) $3,673 Shares 114,238 Est. Cost $30.08 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.9%
Value ($000) $3,572 Shares 73,074 Est. Cost $45.22 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.9%
Value ($000) $3,528 Shares 98,586 Est. Cost $52.12 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.9%
Value ($000) $3,496 Shares 33,476 Est. Cost $100.44 Unrealized
AIVL WISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUND 0.8%
Value ($000) $3,444 Shares 40,288 Est. Cost $72.62 Unrealized
IQLT ISHARES EDGE MSCI INTL QUALITY FACTOR ETF 0.8%
Value ($000) $3,213 Shares 110,144 Est. Cost $26.69 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.7%
Value ($000) $3,030 Shares 20,021 Est. Cost $111.67 Unrealized
RZG INVESCO S&P SMALLCAP 600 PURE GROWTH ETF 0.7%
Value ($000) $2,966 Shares 26,207 Est. Cost $126.98 Unrealized
BLACKROCK MUNIYLD MICH QLTY FD COM 0.7%
Value ($000) $2,788 Shares 208,563 Est. Cost $13.87 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 0.7%
Value ($000) $2,740 Shares 37,977 Est. Cost $68.47 Unrealized
COMT ISHARES COMMODITIES SELECT STRATEGY ETF 0.6%
Value ($000) $2,588 Shares 78,244 Est. Cost $36.23 Unrealized
INVESCO BULLETSHARES 2020 CORPORATE BOND ETF 0.6%
Value ($000) $2,547 Shares 120,017 Est. Cost $21.10 Unrealized
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF 0.6%
Value ($000) $2,484 Shares 118,115 Est. Cost $20.80 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.6%
Value ($000) $2,403 Shares 92,390 Est. Cost $26.93 Unrealized
EFA ISHARES MSCI EAFE ETF 0.5%
Value ($000) $2,214 Shares 34,128 Est. Cost $59.51 Unrealized
CL COLGATE PALMOLIVE CO COM 0.5%
Value ($000) $2,060 Shares 30,060 Est. Cost $52.97 Unrealized +3.8%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.5%
Value ($000) $2,049 Shares 31,824 Est. Cost $62.17 Unrealized
ALTAIR ENGR INC COM CL A 0.5%
Value ($000) $1,918 Shares 52,106 Est. Cost $43.44 Unrealized
DWM WISDOMTREE INTERNATIONAL EQUITY FUND 0.4%
Value ($000) $1,682 Shares 33,213 Est. Cost $51.29 Unrealized
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $1,641 Shares 6,324 Est. Cost $212.89 Unrealized
ISHARES COMEX GOLD TRUST 0.4%
Value ($000) $1,583 Shares 127,883 Est. Cost $11.98 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $1,544 Shares 11,047 Est. Cost $81.90 Unrealized +34.7%
IVLU ISHARES EDGE MSCI INTL VALUE FACTOR ETF 0.4%
Value ($000) $1,540 Shares 64,829 Est. Cost $25.50 Unrealized
DIM WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND 0.3%
Value ($000) $1,418 Shares 22,842 Est. Cost $63.37 Unrealized
MLKN MILLER HERMAN INC COM 0.3%
Value ($000) $1,418 Shares 40,318 Est. Cost $27.45 Unrealized +6.1%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.3%
Value ($000) $1,295 Shares 23,657 Est. Cost $54.72 Unrealized
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $1,174 Shares 11,285 Est. Cost $60.37 Unrealized +35.9%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.3%
Value ($000) $1,170 Shares 9,760 Est. Cost $119.11 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.3%
Value ($000) $1,119 Shares 14,090 Est. Cost $70.73 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 0.3%
Value ($000) $1,107 Shares 6,417 Est. Cost $146.91 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.3%
Value ($000) $1,029 Shares 33,341 Est. Cost $32.90 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $1,008 Shares 12,471 Est. Cost $55.26 Unrealized +0.3%
SOXX ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND 0.2%
Value ($000) $952 Shares 5,021 Est. Cost $147.60 Unrealized
MSFT MICROSOFT CORP COM 0.2%
Value ($000) $926 Shares 7,853 Est. Cost $61.17 Unrealized +67.2%
AAPL APPLE INC COM 0.2%
Value ($000) $896 Shares 4,716 Est. Cost $32.10 Unrealized +25.9%
LRGF ISHARES EDGE MSCI MULTIFACTOR USA ETF 0.2%
Value ($000) $871 Shares 28,068 Est. Cost $27.86 Unrealized
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.2%
Value ($000) $857 Shares 19,970 Est. Cost $36.64 Unrealized
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $840 Shares 8,294 Est. Cost $61.62 Unrealized +38.5%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.2%
Value ($000) $836 Shares 11,527 Est. Cost $65.46 Unrealized
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.2%
Value ($000) $820 Shares 17,712 Est. Cost $41.96 Unrealized
SUI SUN CMNTYS INC COM 0.2%
Value ($000) $778 Shares 6,566 Est. Cost $68.56 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.2%
Value ($000) $731 Shares 6,667 Est. Cost $80.59 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $725 Shares 17,071 Est. Cost $4.71 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $720 Shares 3,465 Est. Cost $96.20 Unrealized +36.2%
HBAN HUNTINGTON BANCSHARES INC COM 0.2%
Value ($000) $711 Shares 56,101 Est. Cost $9.01 Unrealized +8.3%
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.2%
Value ($000) $701 Shares 4,636 Est. Cost $161.56 Unrealized
INVESCO BULLETSHARES 2019 CORPORATE BOND ETF 0.2%
Value ($000) $682 Shares 32,382 Est. Cost $20.97 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.2%
Value ($000) $678 Shares 9,700 Est. Cost $69.77 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.2%
Value ($000) $642 Shares 3,047 Est. Cost $99.72 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.2%
Value ($000) $637 Shares 2,751 Est. Cost $129.89 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.2%
Value ($000) $628 Shares 3,149 Est. Cost $125.84 Unrealized
XSW SPDR S&P SOFTWARE & SERVICES ETF 0.2%
Value ($000) $615 Shares 6,516 Est. Cost $88.67 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.2%
Value ($000) $611 Shares 6,480 Est. Cost $81.69 Unrealized
XNTK SPDR NYSE TECHNOLOGY ETF 0.1%
Value ($000) $599 Shares 8,411 Est. Cost $67.03 Unrealized
IYC ISHARES U.S. CONSUMER SERVICES ETF 0.1%
Value ($000) $599 Shares 2,934 Est. Cost $155.65 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.1%
Value ($000) $595 Shares 9,500 Est. Cost $50.80 Unrealized
XHE SPDR S&P HEALTH CARE EQUIPMENT ETF 0.1%
Value ($000) $594 Shares 7,392 Est. Cost $84.44 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $585 Shares 3,743 Est. Cost $102.00 Unrealized +34.7%
AOK ISHARES CONSERVATIVE ALLOCATION FUND 0.1%
Value ($000) $580 Shares 16,812 Est. Cost $33.06 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $579 Shares 6,308 Est. Cost $72.18 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $578 Shares 9,780 Est. Cost $30.70 Unrealized +26.9%
SYK STRYKER CORP COM 0.1%
Value ($000) $574 Shares 2,905 Est. Cost $91.54 Unrealized +82.5%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $565 Shares 7,639 Est. Cost $70.97 Unrealized
IAI ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF 0.1%
Value ($000) $560 Shares 9,520 Est. Cost $58.12 Unrealized
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.1%
Value ($000) $547 Shares 3,256 Est. Cost $167.49 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.1%
Value ($000) $532 Shares 10,102 Est. Cost $50.56 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $503 Shares 3,168 Est. Cost $121.60 Unrealized -0.4%
STEWARDSHIP FINL CORP COM 0.1%
Value ($000) $480 Shares 51,907 Est. Cost $11.55 Unrealized
JPMORGAN ALERIAN MLP INDEX ETN 0.1%
Value ($000) $456 Shares 17,877 Est. Cost $28.88 Unrealized
META FACEBOOK INC CL A 0.1%
Value ($000) $452 Shares 2,710 Est. Cost $162.62 Unrealized -2.9%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $432 Shares 8,941 Est. Cost $40.84 Unrealized -0.2%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $431 Shares 2,701 Est. Cost $121.16 Unrealized +3.5%
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.1%
Value ($000) $416 Shares 8,821 Est. Cost $49.12 Unrealized
BAC BANK AMER CORP COM 0.1%
Value ($000) $375 Shares 13,596 Est. Cost $22.80 Unrealized +4.8%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $371 Shares 4,405 Est. Cost $83.03 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 0.1%
Value ($000) $370 Shares 9,058 Est. Cost $31.78 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $363 Shares 1,880 Est. Cost $22.38 Unrealized +72.5%
WISDOMTREE EMERGING MARKETS DIVIDEND FUND 0.1%
Value ($000) $362 Shares 11,527 Est. Cost $32.88 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.1%
Value ($000) $347 Shares 2,791 Est. Cost $83.07 Unrealized
DOWDUPONT INC COM 0.1%
Value ($000) $345 Shares 6,467 Est. Cost $71.05 Unrealized
QABA FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUND 0.1%
Value ($000) $335 Shares 7,253 Est. Cost $43.02 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $333 Shares 2,360 Est. Cost $92.62 Unrealized +2.2%
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.1%
Value ($000) $332 Shares 10,144 Est. Cost $33.05 Unrealized
SUSA ISHARES MSCI USA ESG SELECT ETF 0.1%
Value ($000) $318 Shares 2,693 Est. Cost $111.03 Unrealized
ESG FLEXSHARES STOXX US ESG IMPACT INDEX FUND 0.1%
Value ($000) $317 Shares 4,724 Est. Cost $62.66 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $314 Shares 268 Est. Cost $54.42 Unrealized +2.3%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $306 Shares 5,030 Est. Cost $54.97 Unrealized
DNL WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $305 Shares 5,457 Est. Cost $49.52 Unrealized
ESGG FLEXSHARES STOXX GLOBAL ESG IMPACT INDEX FUND 0.1%
Value ($000) $301 Shares 3,160 Est. Cost $94.30 Unrealized
T AT&T INC COM 0.1%
Value ($000) $301 Shares 9,585 Est. Cost $15.83 Unrealized -10.5%
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $283 Shares 4,283 Est. Cost $69.69 Unrealized
IQDF FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUND 0.1%
Value ($000) $279 Shares 12,055 Est. Cost $26.25 Unrealized
ISCF ISHARES EDGE MSCI MULTIFACTOR INTL SMALL-CAP ETF 0.1%
Value ($000) $274 Shares 9,559 Est. Cost $30.71 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $271 Shares 2,203 Est. Cost $78.71 Unrealized +11.1%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $263 Shares 2,535 Est. Cost $86.49 Unrealized +9.2%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $260 Shares 1,478 Est. Cost $142.81 Unrealized -0.5%
SMLF ISHARES EDGE MSCI MULTIFACTOR USA SMALL-CAP ETF 0.1%
Value ($000) $257 Shares 6,405 Est. Cost $36.27 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $256 Shares 2,095 Est. Cost $121.44 Unrealized
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $249 Shares 9,879 Est. Cost $21.66 Unrealized -6.4%
MRK MERCK & CO INC COM 0.1%
Value ($000) $244 Shares 2,928 Est. Cost $56.72 Unrealized +6.3%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $242 Shares 136 Est. Cost $74.58 Unrealized +11.6%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $241 Shares 3,237 Est. Cost $55.82 Unrealized +6.2%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $231 Shares 2,118 Est. Cost $106.66 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $228 Shares 4,220 Est. Cost $88.71 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $225 Shares 2,092 Est. Cost $99.36 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $224 Shares 2,100 Est. Cost $100.95 Unrealized
MOO VANECK VECTORS AGRIBUSINESS ETF 0.1%
Value ($000) $220 Shares 3,534 Est. Cost $57.39 Unrealized
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF 0.1%
Value ($000) $217 Shares 4,794 Est. Cost $43.56 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $216 Shares 4,290 Est. Cost $39.65 Unrealized +6.8%
HD HOME DEPOT INC COM 0.1%
Value ($000) $213 Shares 1,112 Est. Cost $125.63 Unrealized +23.1%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $209 Shares 178 Est. Cost $53.70 Unrealized +4.3%
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 0.1%
Value ($000) $209 Shares 4,660 Est. Cost $39.64 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $206 Shares 1,129 Est. Cost $182.29 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $201 Shares 1,314 Est. Cost $147.22 Unrealized
HOMB HOME BANCSHARES INC COM 0.0%
Value ($000) $188 Shares 10,715 Est. Cost $24.02 Unrealized -22.8%
NUVEEN MICHIGAN QLT MUN INC FD COM 0.0%
Value ($000) $166 Shares 12,500 Est. Cost $12.64 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $118 Shares 11,767 Est. Cost $7.55 Unrealized
FPI FARMLAND PARTNERS INC COM 0.0%
Value ($000) $68 Shares 10,670 Est. Cost $8.34 Unrealized
AK STL HLDG CORP COM 0.0%
Value ($000) $46 Shares 16,881 Est. Cost $4.04 Unrealized