Well Done, LLC Diversified Active

CIK: 0001667132 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 20, 2023

Total Value ($000): $462,246 (100.0% shares, 0.0% debt)

Holdings (176)

BRK/A BERKSHIRE HATHAWAY INC DEL 12.0%
Value ($000) $55,406 Shares 119 Est. Cost $211500.62 Unrealized +120.7%
IVV ISHARES TR 9.3%
Value ($000) $43,108 Shares 104,866 Est. Cost $290.47 Unrealized
QUAL ISHARES TR 8.5%
Value ($000) $39,110 Shares 315,515 Est. Cost $83.05 Unrealized
MTUM ISHARES TR 4.5%
Value ($000) $20,957 Shares 150,734 Est. Cost $83.93 Unrealized
USMV ISHARES TR 4.0%
Value ($000) $18,564 Shares 255,226 Est. Cost $53.45 Unrealized
VLUE ISHARES TR 3.6%
Value ($000) $16,844 Shares 182,052 Est. Cost $73.23 Unrealized
GNTX GENTEX CORP 3.3%
Value ($000) $15,029 Shares 536,270 Est. Cost $18.19 Unrealized +54.9%
DGRO ISHARES TR 2.7%
Value ($000) $12,370 Shares 247,448 Est. Cost $36.14 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.5%
Value ($000) $11,507 Shares 37,274 Est. Cost $196.38 Unrealized +56.9%
ACWV ISHARES INC 2.0%
Value ($000) $9,346 Shares 96,604 Est. Cost $92.27 Unrealized
ABBV ABBVIE INC 2.0%
Value ($000) $9,220 Shares 57,851 Est. Cost $37.96 Unrealized +263.9%
SVAL ISHARES TR 1.9%
Value ($000) $8,776 Shares 329,796 Est. Cost $30.21 Unrealized
EFAV ISHARES TR 1.6%
Value ($000) $7,171 Shares 105,995 Est. Cost $69.48 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 1.3%
Value ($000) $5,965 Shares 113,844 Est. Cost $51.23 Unrealized
IAU ISHARES GOLD TR 1.3%
Value ($000) $5,951 Shares 159,232 Est. Cost $36.58 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.2%
Value ($000) $5,604 Shares 39,100 Est. Cost $124.32 Unrealized
EEMV ISHARES INC 1.2%
Value ($000) $5,564 Shares 101,963 Est. Cost $57.90 Unrealized
ABT ABBOTT LABS 1.2%
Value ($000) $5,325 Shares 52,585 Est. Cost $37.61 Unrealized +165.9%
IJR ISHARES TR 1.1%
Value ($000) $5,207 Shares 53,885 Est. Cost $91.33 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $5,190 Shares 31,476 Est. Cost $108.54 Unrealized +34.0%
SPHQ INVESCO EXCHANGE TRADED FD T 1.1%
Value ($000) $4,974 Shares 105,112 Est. Cost $32.04 Unrealized
VTV VANGUARD INDEX FDS 1.1%
Value ($000) $4,943 Shares 35,790 Est. Cost $112.81 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $4,684 Shares 61,712 Est. Cost $73.71 Unrealized
VOO VANGUARD INDEX FDS 0.9%
Value ($000) $4,182 Shares 11,120 Est. Cost $284.96 Unrealized
ITA ISHARES TR 0.9%
Value ($000) $4,124 Shares 35,833 Est. Cost $115.08 Unrealized
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $4,120 Shares 10,088 Est. Cost $261.65 Unrealized
SOXX ISHARES TR 0.9%
Value ($000) $4,090 Shares 9,197 Est. Cost $444.67 Unrealized
ITB ISHARES TR 0.9%
Value ($000) $4,085 Shares 58,120 Est. Cost $70.29 Unrealized
IAI ISHARES TR 0.9%
Value ($000) $4,056 Shares 44,258 Est. Cost $97.86 Unrealized
XSLV INVESCO EXCH TRADED FD TR II 0.9%
Value ($000) $4,055 Shares 95,751 Est. Cost $45.48 Unrealized
IGE ISHARES TR 0.9%
Value ($000) $4,045 Shares 103,269 Est. Cost $36.91 Unrealized
IYK ISHARES TR 0.9%
Value ($000) $4,045 Shares 20,301 Est. Cost $183.98 Unrealized
IAK ISHARES TR 0.9%
Value ($000) $4,034 Shares 47,118 Est. Cost $83.87 Unrealized
ITOT ISHARES TR 0.8%
Value ($000) $3,654 Shares 40,389 Est. Cost $73.77 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $3,421 Shares 11,867 Est. Cost $159.56 Unrealized +56.3%
ACWI ISHARES TR 0.7%
Value ($000) $3,301 Shares 36,214 Est. Cost $74.40 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.7%
Value ($000) $3,026 Shares 143,569 Est. Cost $21.01 Unrealized
IQLT ISHARES TR 0.6%
Value ($000) $2,737 Shares 77,549 Est. Cost $28.41 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $2,415 Shares 15,584 Est. Cost $103.49 Unrealized +42.9%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $2,335 Shares 15,707 Est. Cost $77.96 Unrealized +70.8%
BLACKROCK MUNIYIELD MICH QU 0.5%
Value ($000) $2,333 Shares 208,483 Est. Cost $13.87 Unrealized
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $2,155 Shares 28,674 Est. Cost $53.31 Unrealized +30.5%
ESGV VANGUARD WORLD FD 0.4%
Value ($000) $2,061 Shares 28,736 Est. Cost $66.68 Unrealized
PECO PHILLIPS EDISON & CO INC 0.4%
Value ($000) $1,776 Shares 54,459 Est. Cost $34.39 Unrealized
AIVL WISDOMTREE TR 0.4%
Value ($000) $1,775 Shares 19,367 Est. Cost $73.91 Unrealized
DON WISDOMTREE TR 0.4%
Value ($000) $1,710 Shares 41,719 Est. Cost $51.77 Unrealized
VOE VANGUARD INDEX FDS 0.4%
Value ($000) $1,688 Shares 12,587 Est. Cost $100.85 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $1,626 Shares 15,742 Est. Cost $110.12 Unrealized -12.3%
DNL WISDOMTREE TR 0.3%
Value ($000) $1,480 Shares 41,737 Est. Cost $45.54 Unrealized
CZA INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,449 Shares 16,596 Est. Cost $66.73 Unrealized
SYK STRYKER CORPORATION 0.3%
Value ($000) $1,447 Shares 5,068 Est. Cost $166.43 Unrealized +54.9%
IJH ISHARES TR 0.3%
Value ($000) $1,403 Shares 5,607 Est. Cost $226.08 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,366 Shares 12,452 Est. Cost $48.14 Unrealized +108.1%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $1,283 Shares 9,849 Est. Cost $76.10 Unrealized +68.4%
EFA ISHARES TR 0.3%
Value ($000) $1,255 Shares 17,578 Est. Cost $69.26 Unrealized
ARKK ARK ETF TR 0.3%
Value ($000) $1,229 Shares 30,460 Est. Cost $64.77 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.2%
Value ($000) $1,081 Shares 96,521 Est. Cost $11.86 Unrealized +2.5%
SUI SUN CMNTYS INC 0.2%
Value ($000) $1,060 Shares 7,521 Est. Cost $143.52 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $963 Shares 12,487 Est. Cost $60.26 Unrealized +17.3%
MCD MCDONALDS CORP 0.2%
Value ($000) $946 Shares 3,384 Est. Cost $216.35 Unrealized +15.8%
MACATAWA BK CORP 0.2%
Value ($000) $937 Shares 91,671 Est. Cost $6.52 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $927 Shares 2,888 Est. Cost $317.03 Unrealized
ESML ISHARES TR 0.2%
Value ($000) $925 Shares 27,200 Est. Cost $36.34 Unrealized
SSUS STRATEGY SHS 0.2%
Value ($000) $911 Shares 27,942 Est. Cost $27.49 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $899 Shares 43,645 Est. Cost $21.17 Unrealized
INDS PACER FDS TR 0.2%
Value ($000) $891 Shares 22,000 Est. Cost $40.50 Unrealized
AIRR FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $890 Shares 18,534 Est. Cost $29.07 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $874 Shares 4,795 Est. Cost $134.43 Unrealized +18.1%
DE DEERE & CO 0.2%
Value ($000) $820 Shares 1,985 Est. Cost $328.58 Unrealized +20.8%
DGRW WISDOMTREE TR 0.2%
Value ($000) $816 Shares 13,143 Est. Cost $52.07 Unrealized
QVAL EA SERIES TRUST 0.2%
Value ($000) $816 Shares 24,122 Est. Cost $24.79 Unrealized
EEM ISHARES TR 0.2%
Value ($000) $807 Shares 20,447 Est. Cost $42.02 Unrealized
DGRS WISDOMTREE TR 0.2%
Value ($000) $774 Shares 18,624 Est. Cost $40.27 Unrealized
FRDM EA SERIES TRUST 0.2%
Value ($000) $763 Shares 25,959 Est. Cost $33.24 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $760 Shares 18,812 Est. Cost $22.77 Unrealized
MLKN MILLERKNOLL INC 0.2%
Value ($000) $741 Shares 36,225 Est. Cost $28.55 Unrealized -29.0%
FXR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $725 Shares 13,055 Est. Cost $44.17 Unrealized
VOXX INTL CORP 0.2%
Value ($000) $721 Shares 58,499 Est. Cost $9.22 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $704 Shares 2,387 Est. Cost $200.56 Unrealized +41.9%
IWM ISHARES TR 0.2%
Value ($000) $701 Shares 3,931 Est. Cost $153.67 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $693 Shares 4,498 Est. Cost $99.11 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $677 Shares 3,309 Est. Cost $110.71 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $647 Shares 2,829 Est. Cost $186.69 Unrealized +23.5%
V VISA INC 0.1%
Value ($000) $646 Shares 2,866 Est. Cost $153.28 Unrealized +42.1%
AMGN AMGEN INC 0.1%
Value ($000) $627 Shares 2,595 Est. Cost $183.89 Unrealized +21.8%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $615 Shares 30,312 Est. Cost $20.14 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $611 Shares 2,426 Est. Cost $184.11 Unrealized +21.7%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $574 Shares 8,755 Est. Cost $51.25 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.1%
Value ($000) $572 Shares 94,161 Est. Cost $7.72 Unrealized -21.5%
BIBL NORTHERN LTS FD TR IV 0.1%
Value ($000) $563 Shares 17,912 Est. Cost $32.79 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $531 Shares 1,859 Est. Cost $207.23 Unrealized +26.1%
VSGX VANGUARD WORLD FD 0.1%
Value ($000) $531 Shares 10,136 Est. Cost $53.63 Unrealized
WMT WALMART INC 0.1%
Value ($000) $521 Shares 3,535 Est. Cost $42.36 Unrealized +8.1%
DLN WISDOMTREE TR 0.1%
Value ($000) $517 Shares 8,364 Est. Cost $73.91 Unrealized
ISMD NORTHERN LTS FD TR IV 0.1%
Value ($000) $515 Shares 16,587 Est. Cost $26.37 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $486 Shares 2,977 Est. Cost $74.28 Unrealized +99.9%
SUSA ISHARES TR 0.1%
Value ($000) $480 Shares 5,472 Est. Cost $96.64 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $480 Shares 4,814 Est. Cost $100.35 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $479 Shares 4,605 Est. Cost $109.33 Unrealized -12.3%
IWF ISHARES TR 0.1%
Value ($000) $478 Shares 1,958 Est. Cost $111.67 Unrealized
ESG FLEXSHARES TR 0.1%
Value ($000) $475 Shares 4,787 Est. Cost $62.66 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $469 Shares 8,017 Est. Cost $57.89 Unrealized
IVAL EA SERIES TRUST 0.1%
Value ($000) $465 Shares 19,837 Est. Cost $26.48 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $457 Shares 2,665 Est. Cost $100.71 Unrealized +59.0%
ESGG FLEXSHARES TR 0.1%
Value ($000) $425 Shares 3,217 Est. Cost $94.30 Unrealized
RFV INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $422 Shares 4,565 Est. Cost $81.18 Unrealized
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $421 Shares 6,200 Est. Cost $58.05 Unrealized
GDX VANECK ETF TRUST 0.1%
Value ($000) $416 Shares 12,870 Est. Cost $24.87 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $412 Shares 10,093 Est. Cost $29.74 Unrealized +22.9%
GLD SPDR GOLD TR 0.1%
Value ($000) $407 Shares 2,220 Est. Cost $158.42 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $404 Shares 9,322 Est. Cost $45.16 Unrealized -7.8%
GUNR FLEXSHARES TR 0.1%
Value ($000) $399 Shares 9,430 Est. Cost $31.14 Unrealized
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $396 Shares 6,342 Est. Cost $44.23 Unrealized +33.7%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $390 Shares 1,173 Est. Cost $257.46 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $379 Shares 6,593 Est. Cost $54.89 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $365 Shares 6,985 Est. Cost $43.83 Unrealized +2.3%
DOW DOW INC 0.1%
Value ($000) $361 Shares 6,593 Est. Cost $31.87 Unrealized +48.4%
DIS DISNEY WALT CO 0.1%
Value ($000) $359 Shares 3,588 Est. Cost $130.33 Unrealized -24.4%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $358 Shares 1,606 Est. Cost $133.98 Unrealized +57.8%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $351 Shares 5,628 Est. Cost $63.79 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $351 Shares 3,383 Est. Cost $109.40 Unrealized -13.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $345 Shares 3,552 Est. Cost $62.28 Unrealized +39.6%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $343 Shares 726 Est. Cost $318.44 Unrealized +36.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $339 Shares 1,358 Est. Cost $263.13 Unrealized
MMM 3M CO 0.1%
Value ($000) $335 Shares 3,186 Est. Cost $104.18 Unrealized -18.5%
IYE ISHARES TR 0.1%
Value ($000) $332 Shares 7,587 Est. Cost $16.52 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $320 Shares 3,473 Est. Cost $94.87 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $313 Shares 1,569 Est. Cost $231.56 Unrealized -27.9%
SHY ISHARES TR 0.1%
Value ($000) $308 Shares 3,748 Est. Cost $81.17 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.1%
Value ($000) $306 Shares 6,401 Est. Cost $55.62 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $301 Shares 2,195 Est. Cost $161.38 Unrealized
WNC WABASH NATL CORP 0.1%
Value ($000) $299 Shares 12,176 Est. Cost $15.72 Unrealized +55.5%
REGL PROSHARES TR 0.1%
Value ($000) $299 Shares 4,221 Est. Cost $69.65 Unrealized
IVLU ISHARES TR 0.1%
Value ($000) $298 Shares 12,005 Est. Cost $24.41 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $294 Shares 1,947 Est. Cost $116.27 Unrealized
COMT ISHARES U S ETF TR 0.1%
Value ($000) $289 Shares 10,679 Est. Cost $33.17 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $283 Shares 5,127 Est. Cost $45.84 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $281 Shares 1,331 Est. Cost $169.12 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $279 Shares 591 Est. Cost $396.89 Unrealized +15.2%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $274 Shares 8,629 Est. Cost $27.63 Unrealized +14.8%
INTC INTEL CORP 0.1%
Value ($000) $267 Shares 8,185 Est. Cost $45.55 Unrealized -39.6%
ACWX ISHARES TR 0.1%
Value ($000) $265 Shares 5,441 Est. Cost $45.02 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $262 Shares 4,227 Est. Cost $50.15 Unrealized +10.5%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $260 Shares 6,960 Est. Cost $38.20 Unrealized +5.9%
MO ALTRIA GROUP INC 0.1%
Value ($000) $259 Shares 5,812 Est. Cost $33.49 Unrealized +8.3%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $256 Shares 445 Est. Cost $524.96 Unrealized +6.4%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $248 Shares 7,129 Est. Cost $38.72 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $243 Shares 669 Est. Cost $349.83 Unrealized +2.2%
MRK MERCK & CO INC 0.1%
Value ($000) $242 Shares 2,274 Est. Cost $92.80 Unrealized +6.3%
SDOG ALPS ETF TR 0.1%
Value ($000) $239 Shares 4,668 Est. Cost $44.69 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $238 Shares 350 Est. Cost $680.71 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $238 Shares 3,408 Est. Cost $58.18 Unrealized +5.1%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $237 Shares 1,202 Est. Cost $170.53 Unrealized 0.0%
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $234 Shares 6,984 Est. Cost $29.64 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $227 Shares 2,742 Est. Cost $76.43 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $227 Shares 6,564 Est. Cost $50.38 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $225 Shares 500 Est. Cost $400.00 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $224 Shares 2,360 Est. Cost $73.55 Unrealized +13.6%
BAC BANK AMERICA CORP 0.0%
Value ($000) $222 Shares 7,749 Est. Cost $26.15 Unrealized +16.9%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $222 Shares 1,169 Est. Cost $183.49 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $214 Shares 1,596 Est. Cost $112.82 Unrealized +3.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $213 Shares 1,622 Est. Cost $123.05 Unrealized -1.9%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $212 Shares 762 Est. Cost $21.62 Unrealized 0.0%
IWR ISHARES TR 0.0%
Value ($000) $210 Shares 3,009 Est. Cost $67.44 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $207 Shares 2,376 Est. Cost $84.53 Unrealized -2.3%
IGF ISHARES TR 0.0%
Value ($000) $206 Shares 4,312 Est. Cost $44.94 Unrealized
DSI ISHARES TR 0.0%
Value ($000) $206 Shares 2,635 Est. Cost $77.99 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $205 Shares 1,850 Est. Cost $89.72 Unrealized +31.7%
COP CONOCOPHILLIPS 0.0%
Value ($000) $205 Shares 2,065 Est. Cost $109.08 Unrealized -8.8%
DWM WISDOMTREE TR 0.0%
Value ($000) $205 Shares 4,119 Est. Cost $49.73 Unrealized
NWL NEWELL BRANDS INC 0.0%
Value ($000) $189 Shares 15,209 Est. Cost $11.85 Unrealized +4.9%
LBRT LIBERTY ENERGY INC 0.0%
Value ($000) $173 Shares 13,500 Est. Cost $13.93 Unrealized +6.2%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $157 Shares 14,088 Est. Cost $14.84 Unrealized
FPI FARMLAND PARTNERS INC 0.0%
Value ($000) $114 Shares 10,670 Est. Cost $8.34 Unrealized
STEELCASE INC 0.0%
Value ($000) $103 Shares 12,210 Est. Cost $8.42 Unrealized
BNCWW CEA INDUSTRIES INC 0.0%
Value ($000) $1 Shares 17,000 Est. Cost $0.08 Unrealized