Well Done, LLC Diversified Active

CIK: 0001667132 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 18, 2023

Total Value ($000): $465,488 (100.0% shares, 0.0% debt)

Holdings (182)

BRK/A BERKSHIRE HATHAWAY CLASS A 12.0%
Value ($000) $55,777 Shares 119 Est. Cost $211500.62 Unrealized +112.2%
IVV ISHARES CORE S&P 500 8.7%
Value ($000) $40,374 Shares 105,084 Est. Cost $290.47 Unrealized
QUAL ISHARES QUALITY FACTOR 7.9%
Value ($000) $36,970 Shares 324,408 Est. Cost $83.05 Unrealized
MTUM ISHARES MOMENTUM FACTOR 4.7%
Value ($000) $22,107 Shares 151,492 Est. Cost $83.93 Unrealized
USMV ISHARES USA MINIMUM VOLATILITY 4.0%
Value ($000) $18,503 Shares 256,623 Est. Cost $53.45 Unrealized
VLUE ISHARES VALUE FACTOR 3.5%
Value ($000) $16,244 Shares 178,232 Est. Cost $72.82 Unrealized
GNTX GENTEX CORP 3.1%
Value ($000) $14,630 Shares 536,518 Est. Cost $18.19 Unrealized +46.7%
DGRO ISHARES DIVIDEND GROWTH 2.8%
Value ($000) $13,155 Shares 263,096 Est. Cost $36.14 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 2.5%
Value ($000) $11,465 Shares 37,117 Est. Cost $196.38 Unrealized +51.2%
ABBV ABBVIE INC COM 2.0%
Value ($000) $9,349 Shares 57,852 Est. Cost $37.96 Unrealized +261.5%
ACWV ISHARES GLOBAL MINIMUM VOLATILITY 2.0%
Value ($000) $9,097 Shares 95,735 Est. Cost $92.27 Unrealized
SVAL ISHARES US SMALL CAP VALUE FACTOR ETF 1.9%
Value ($000) $8,946 Shares 317,947 Est. Cost $30.34 Unrealized
EFAV ISHARES EAFE MINIMUM VOLATILITY 1.5%
Value ($000) $6,924 Shares 108,894 Est. Cost $69.48 Unrealized
XMLV INVESCO MID-CAP LOW VOLATILITY 1.3%
Value ($000) $6,226 Shares 116,403 Est. Cost $51.23 Unrealized
ABT ABBOTT LABS COM 1.2%
Value ($000) $5,774 Shares 52,589 Est. Cost $37.61 Unrealized +159.6%
EEMV ISHARES EMERGING MINIMUM VOLATILITY 1.2%
Value ($000) $5,499 Shares 103,662 Est. Cost $57.90 Unrealized
VTV VANGUARD VALUE INDEX 1.1%
Value ($000) $5,329 Shares 37,962 Est. Cost $112.81 Unrealized
RPV INVESCO S&P 500 PURE VALUE 1.1%
Value ($000) $5,326 Shares 68,297 Est. Cost $73.71 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1.1%
Value ($000) $5,250 Shares 37,171 Est. Cost $123.33 Unrealized
IJR ISHARES S&P SMALL-CAP 1.0%
Value ($000) $4,875 Shares 51,513 Est. Cost $91.08 Unrealized
ACWI ISHARES ACWI 1.0%
Value ($000) $4,741 Shares 55,854 Est. Cost $74.40 Unrealized
SPHQ INVESCO S&P 500 QUALITY 1.0%
Value ($000) $4,615 Shares 104,878 Est. Cost $32.04 Unrealized
IEO ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF 0.9%
Value ($000) $4,356 Shares 46,904 Est. Cost $84.67 Unrealized
XSLV INVESCO SMALL-CAP LOW VOLATILITY 0.9%
Value ($000) $4,325 Shares 96,843 Est. Cost $45.48 Unrealized
SPY SPDR S&P 500 0.9%
Value ($000) $4,216 Shares 11,023 Est. Cost $261.65 Unrealized
IAK ISHARES U.S. INSURANCE ETF 0.9%
Value ($000) $4,175 Shares 45,679 Est. Cost $83.82 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.9%
Value ($000) $4,112 Shares 34,099 Est. Cost $120.59 Unrealized
IAI ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF 0.9%
Value ($000) $4,079 Shares 42,434 Est. Cost $98.12 Unrealized
AAPL APPLE INC COM 0.9%
Value ($000) $4,063 Shares 31,269 Est. Cost $108.54 Unrealized +29.6%
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.9%
Value ($000) $4,026 Shares 99,022 Est. Cost $36.82 Unrealized
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.9%
Value ($000) $4,016 Shares 19,806 Est. Cost $183.60 Unrealized
IEZ ISHARES U.S. OIL EQUIPMENT & SERVICES ETF 0.8%
Value ($000) $3,940 Shares 185,840 Est. Cost $21.20 Unrealized
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.8%
Value ($000) $3,903 Shares 14,582 Est. Cost $257.52 Unrealized
VOO VANGUARD S&P 500 ETF 0.8%
Value ($000) $3,797 Shares 10,806 Est. Cost $282.31 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.8%
Value ($000) $3,715 Shares 43,808 Est. Cost $73.77 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND 0.7%
Value ($000) $3,478 Shares 35,860 Est. Cost $100.35 Unrealized
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 0.7%
Value ($000) $3,055 Shares 145,629 Est. Cost $21.01 Unrealized
MSFT MICROSOFT CORP COM 0.6%
Value ($000) $2,821 Shares 11,764 Est. Cost $159.56 Unrealized +46.7%
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $2,742 Shares 15,520 Est. Cost $103.49 Unrealized +51.8%
ESGV VANGUARD ESG U.S. STOCK ETF 0.6%
Value ($000) $2,716 Shares 41,245 Est. Cost $66.68 Unrealized
IQLT ISHARES INTERNATIONAL QUALITY FACTOR 0.6%
Value ($000) $2,671 Shares 82,457 Est. Cost $28.41 Unrealized
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $2,371 Shares 15,645 Est. Cost $77.96 Unrealized +66.5%
BLACKROCK MUNIYIELD MICH QU COM 0.5%
Value ($000) $2,294 Shares 206,863 Est. Cost $13.87 Unrealized
CL COLGATE PALMOLIVE CO COM 0.5%
Value ($000) $2,250 Shares 28,562 Est. Cost $53.31 Unrealized +30.8%
VOE VANGUARD MID-CAP VALUE 0.4%
Value ($000) $2,041 Shares 15,089 Est. Cost $100.85 Unrealized
IJH ISHARES S&P MID-CAP 0.4%
Value ($000) $1,920 Shares 7,939 Est. Cost $226.08 Unrealized
AIVL WISDOMTREE U.S. AI ENHANCED VALUE FUND 0.4%
Value ($000) $1,794 Shares 19,546 Est. Cost $73.91 Unrealized
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.4%
Value ($000) $1,734 Shares 54,459 Est. Cost $34.39 Unrealized
DON WISDOMTREE U.S. MID-CAP 0.4%
Value ($000) $1,715 Shares 41,687 Est. Cost $51.77 Unrealized
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $1,591 Shares 14,428 Est. Cost $48.14 Unrealized +100.0%
CZA INVESCO ZACKS MID-CAP 0.3%
Value ($000) $1,519 Shares 17,088 Est. Cost $66.73 Unrealized
IAU ISHARES GOLD TRUST 0.3%
Value ($000) $1,388 Shares 40,119 Est. Cost $34.25 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.3%
Value ($000) $1,360 Shares 96,489 Est. Cost $11.86 Unrealized +5.4%
SYK STRYKER CORPORATION COM 0.3%
Value ($000) $1,316 Shares 5,381 Est. Cost $166.43 Unrealized +32.0%
DNL WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND 0.3%
Value ($000) $1,312 Shares 40,729 Est. Cost $45.79 Unrealized
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $1,305 Shares 9,734 Est. Cost $75.49 Unrealized +55.8%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.3%
Value ($000) $1,283 Shares 6,397 Est. Cost $200.55 Unrealized
EFA ISHARES EAFE 0.2%
Value ($000) $1,054 Shares 16,053 Est. Cost $69.05 Unrealized
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $1,030 Shares 12,324 Est. Cost $60.12 Unrealized +22.8%
SCHE SCHWAB EMERGING MARKETS 0.2%
Value ($000) $1,017 Shares 42,962 Est. Cost $25.26 Unrealized
MACATAWA BK CORP COM 0.2%
Value ($000) $1,011 Shares 91,670 Est. Cost $6.52 Unrealized
SUI SUN CMNTYS INC COM 0.2%
Value ($000) $1,000 Shares 7,619 Est. Cost $143.52 Unrealized
ARKK ARK INNOVATION ETF 0.2%
Value ($000) $951 Shares 30,460 Est. Cost $64.77 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $900 Shares 6,020 Est. Cost $149.50 Unrealized
MCD MCDONALDS CORP COM 0.2%
Value ($000) $883 Shares 3,352 Est. Cost $216.35 Unrealized +13.4%
QQQ INVESCO QQQ TRUST 0.2%
Value ($000) $882 Shares 3,311 Est. Cost $317.03 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.2%
Value ($000) $876 Shares 7,999 Est. Cost $109.53 Unrealized
DE DEERE & CO COM 0.2%
Value ($000) $851 Shares 1,985 Est. Cost $328.58 Unrealized +18.3%
SSUS DAY HAGAN/NED DAVIS RESEARCH SMART SECTOR ETF 0.2%
Value ($000) $850 Shares 27,910 Est. Cost $27.49 Unrealized
PEP PEPSICO INC COM 0.2%
Value ($000) $846 Shares 4,682 Est. Cost $133.84 Unrealized +20.2%
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.2%
Value ($000) $830 Shares 13,759 Est. Cost $52.07 Unrealized
COMT ISHARES COMMODITIES SELECT 0.2%
Value ($000) $821 Shares 29,111 Est. Cost $33.17 Unrealized
AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 0.2%
Value ($000) $818 Shares 18,534 Est. Cost $29.07 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.2%
Value ($000) $800 Shares 27,200 Est. Cost $36.34 Unrealized
HD HOME DEPOT INC COM 0.2%
Value ($000) $761 Shares 2,408 Est. Cost $200.56 Unrealized +40.2%
MLKN MILLERKNOLL INC COM 0.2%
Value ($000) $756 Shares 36,005 Est. Cost $28.55 Unrealized -37.4%
QVAL ALPHA ARCHITECT US QUANTITATIVE VALUE ETF 0.2%
Value ($000) $739 Shares 22,980 Est. Cost $24.34 Unrealized
VWO VANGUARD EMERGING MARKETS 0.2%
Value ($000) $733 Shares 18,812 Est. Cost $22.77 Unrealized
FRDM FREEDOM 100 EMERGING MARKETS ETF 0.2%
Value ($000) $716 Shares 25,959 Est. Cost $33.24 Unrealized
DGRS WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND 0.2%
Value ($000) $715 Shares 17,775 Est. Cost $40.21 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $683 Shares 4,498 Est. Cost $99.11 Unrealized
FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND 0.1%
Value ($000) $655 Shares 12,730 Est. Cost $43.88 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $652 Shares 2,483 Est. Cost $182.08 Unrealized +33.3%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $651 Shares 3,405 Est. Cost $191.19 Unrealized
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.1%
Value ($000) $647 Shares 31,563 Est. Cost $21.39 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $644 Shares 2,427 Est. Cost $184.11 Unrealized +23.9%
MARATHON OIL CORP COM 0.1%
Value ($000) $634 Shares 23,406 Est. Cost $6.25 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $617 Shares 7,604 Est. Cost $81.17 Unrealized
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.1%
Value ($000) $610 Shares 30,312 Est. Cost $20.14 Unrealized
AMZN AMAZON COM INC COM 0.1%
Value ($000) $600 Shares 7,325 Est. Cost $125.64 Unrealized -21.4%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $600 Shares 2,850 Est. Cost $186.69 Unrealized +10.7%
IEFA ISHARES CORE EAFE 0.1%
Value ($000) $594 Shares 9,632 Est. Cost $61.64 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $594 Shares 3,404 Est. Cost $149.84 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE 0.1%
Value ($000) $578 Shares 8,755 Est. Cost $51.25 Unrealized
MGK VANGUARD MEGA-CAP GROWTH 0.1%
Value ($000) $571 Shares 3,319 Est. Cost $110.71 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $570 Shares 2,744 Est. Cost $150.41 Unrealized +31.0%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $566 Shares 3,152 Est. Cost $74.28 Unrealized +106.3%
IEMG ISHARES EMERGING MARKETS 0.1%
Value ($000) $544 Shares 11,653 Est. Cost $46.70 Unrealized
BIBL INSPIRE 100 ETF 0.1%
Value ($000) $536 Shares 17,912 Est. Cost $32.79 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $522 Shares 10,189 Est. Cost $29.74 Unrealized +35.1%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.1%
Value ($000) $518 Shares 8,364 Est. Cost $73.91 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $504 Shares 1,888 Est. Cost $207.23 Unrealized +27.4%
ISMD INSPIRE SMALL/MID CAP ETF 0.1%
Value ($000) $499 Shares 16,587 Est. Cost $26.37 Unrealized
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.1%
Value ($000) $498 Shares 3,662 Est. Cost $95.88 Unrealized
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 0.1%
Value ($000) $485 Shares 9,868 Est. Cost $53.66 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $482 Shares 3,401 Est. Cost $42.23 Unrealized +8.1%
SUSA ISHARES MSCI USA ESG SELECT ETF 0.1%
Value ($000) $449 Shares 5,451 Est. Cost $96.64 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $440 Shares 4,957 Est. Cost $109.33 Unrealized -13.4%
ESG FLEXSHARES TRUST FLEXSHARES STOXX US ESG SELECT INDEX FUND 0.1%
Value ($000) $438 Shares 4,775 Est. Cost $62.66 Unrealized
IVLU ISHARES INTERNATIONAL VALUE FACTOR 0.1%
Value ($000) $427 Shares 18,438 Est. Cost $24.41 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.1%
Value ($000) $419 Shares 1,958 Est. Cost $111.67 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $418 Shares 2,665 Est. Cost $100.71 Unrealized +45.9%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.1%
Value ($000) $416 Shares 7,193 Est. Cost $57.82 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $414 Shares 4,088 Est. Cost $62.28 Unrealized +30.5%
GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.1%
Value ($000) $409 Shares 9,430 Est. Cost $31.14 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.1%
Value ($000) $400 Shares 6,200 Est. Cost $58.05 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.1%
Value ($000) $398 Shares 6,311 Est. Cost $44.23 Unrealized +46.3%
ESGG FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND 0.1%
Value ($000) $389 Shares 3,210 Est. Cost $94.30 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $389 Shares 1,173 Est. Cost $257.46 Unrealized
VOXX INTL CORP CL A 0.1%
Value ($000) $386 Shares 46,070 Est. Cost $8.38 Unrealized
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $375 Shares 6,593 Est. Cost $54.89 Unrealized
IVAL ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF 0.1%
Value ($000) $375 Shares 17,137 Est. Cost $26.96 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $374 Shares 3,122 Est. Cost $104.58 Unrealized -13.3%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $374 Shares 1,566 Est. Cost $132.00 Unrealized +73.5%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $361 Shares 2,130 Est. Cost $157.38 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.1%
Value ($000) $359 Shares 5,628 Est. Cost $63.79 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.1%
Value ($000) $353 Shares 7,587 Est. Cost $16.52 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $348 Shares 6,899 Est. Cost $31.87 Unrealized +27.2%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $346 Shares 711 Est. Cost $316.02 Unrealized +35.0%
MRVL MARVELL TECHNOLOGY INC COM 0.1%
Value ($000) $346 Shares 9,329 Est. Cost $45.16 Unrealized -10.8%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $330 Shares 623 Est. Cost $396.89 Unrealized +26.1%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $317 Shares 6,664 Est. Cost $43.78 Unrealized -5.3%
IWN ISHARES RUSSELL 2000 VALUE 0.1%
Value ($000) $317 Shares 2,287 Est. Cost $161.38 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $313 Shares 3,543 Est. Cost $109.40 Unrealized -13.8%
IGF ISHARES GLOBAL INFRASTRUCTURE 0.1%
Value ($000) $309 Shares 6,737 Est. Cost $44.94 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 0.1%
Value ($000) $307 Shares 2,030 Est. Cost $116.27 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $304 Shares 1,430 Est. Cost $263.13 Unrealized
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $302 Shares 4,221 Est. Cost $69.65 Unrealized
ALL ALLSTATE CORP COM 0.1%
Value ($000) $302 Shares 2,232 Est. Cost $89.72 Unrealized +35.3%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $300 Shares 10,410 Est. Cost $44.47 Unrealized
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $300 Shares 12,250 Est. Cost $24.49 Unrealized
DIS DISNEY WALT CO COM 0.1%
Value ($000) $300 Shares 3,725 Est. Cost $130.33 Unrealized -28.3%
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.1%
Value ($000) $298 Shares 6,401 Est. Cost $55.62 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $291 Shares 7,037 Est. Cost $38.20 Unrealized +6.9%
VT VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value ($000) $282 Shares 3,277 Est. Cost $95.04 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $269 Shares 4,233 Est. Cost $50.15 Unrealized +9.5%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $265 Shares 5,127 Est. Cost $45.84 Unrealized
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $258 Shares 7,804 Est. Cost $26.15 Unrealized +21.3%
MRK MERCK & CO INC COM 0.1%
Value ($000) $256 Shares 2,308 Est. Cost $92.80 Unrealized 0.0%
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $250 Shares 1,363 Est. Cost $183.49 Unrealized
RFV INVESCO S&P MIDCAP 400 PURE VALUE ETF 0.1%
Value ($000) $248 Shares 2,740 Est. Cost $73.72 Unrealized
ACWX ISHARES ACWI EX-US 0.1%
Value ($000) $247 Shares 5,441 Est. Cost $45.02 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $246 Shares 6,589 Est. Cost $50.38 Unrealized
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.1%
Value ($000) $244 Shares 7,272 Est. Cost $33.06 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $243 Shares 442 Est. Cost $524.96 Unrealized 0.0%
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.1%
Value ($000) $240 Shares 4,663 Est. Cost $44.69 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $240 Shares 2,742 Est. Cost $76.43 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $234 Shares 674 Est. Cost $349.83 Unrealized -7.6%
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.1%
Value ($000) $234 Shares 6,984 Est. Cost $29.64 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $231 Shares 5,043 Est. Cost $33.06 Unrealized +6.0%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $230 Shares 7,129 Est. Cost $38.72 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $228 Shares 2,377 Est. Cost $84.53 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $228 Shares 1,618 Est. Cost $123.05 Unrealized 0.0%
INTC INTEL CORP COM 0.0%
Value ($000) $222 Shares 8,382 Est. Cost $45.55 Unrealized -41.5%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $221 Shares 2,360 Est. Cost $73.55 Unrealized +12.5%
WNC WABASH NATL CORP COM 0.0%
Value ($000) $217 Shares 9,616 Est. Cost $13.39 Unrealized +51.9%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $214 Shares 3,222 Est. Cost $58.01 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $213 Shares 8,629 Est. Cost $27.63 Unrealized -1.0%
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $206 Shares 3,986 Est. Cost $62.58 Unrealized
PIONEER NAT RES CO COM 0.0%
Value ($000) $206 Shares 903 Est. Cost $228.35 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $204 Shares 1,536 Est. Cost $232.95 Unrealized -38.1%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $203 Shares 3,008 Est. Cost $67.44 Unrealized
QMOM MOMENTUMSHARES US QUANTITATIVE MOMEMENTUM ETF 0.0%
Value ($000) $201 Shares 4,384 Est. Cost $45.92 Unrealized
MBWM MERCANTILE BK CORP COM 0.0%
Value ($000) $201 Shares 5,996 Est. Cost $29.85 Unrealized 0.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $200 Shares 1,998 Est. Cost $109.40 Unrealized 0.0%
LBRT LIBERTY ENERGY INC COM CL A 0.0%
Value ($000) $200 Shares 13,500 Est. Cost $13.93 Unrealized +14.2%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $200 Shares 1,556 Est. Cost $112.73 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $200 Shares 500 Est. Cost $400.00 Unrealized
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $195 Shares 14,925 Est. Cost $11.84 Unrealized 0.0%
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $160 Shares 14,088 Est. Cost $14.84 Unrealized
FPI FARMLAND PARTNERS INC COM 0.0%
Value ($000) $132 Shares 10,670 Est. Cost $8.34 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $59 Shares 12,715 Est. Cost $18.35 Unrealized -73.0%