Well Done, LLC Diversified Active

CIK: 0001667132 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 16, 2023

Total Value ($000): $451,245 (100.0% shares, 0.0% debt)

Holdings (161)

BRK/A BERKSHIRE HATHAWAY INC DEL 13.9%
Value ($000) $62,714 Shares 118 Est. Cost $211500.62 Unrealized +154.8%
IVV ISHARES TR 9.6%
Value ($000) $43,196 Shares 100,589 Est. Cost $290.47 Unrealized
QUAL ISHARES TR 8.4%
Value ($000) $37,997 Shares 288,316 Est. Cost $83.05 Unrealized
MTUM ISHARES TR 4.2%
Value ($000) $19,022 Shares 136,160 Est. Cost $83.93 Unrealized
USMV ISHARES TR 3.8%
Value ($000) $17,288 Shares 238,856 Est. Cost $53.45 Unrealized
GNTX GENTEX CORP 3.8%
Value ($000) $16,969 Shares 521,488 Est. Cost $18.19 Unrealized +76.3%
VLUE ISHARES TR 3.4%
Value ($000) $15,349 Shares 169,189 Est. Cost $73.23 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.9%
Value ($000) $13,135 Shares 37,496 Est. Cost $200.59 Unrealized +76.9%
DGRO ISHARES TR 2.5%
Value ($000) $11,329 Shares 228,729 Est. Cost $36.14 Unrealized
ACWV ISHARES INC 1.9%
Value ($000) $8,767 Shares 91,877 Est. Cost $92.27 Unrealized
ABBV ABBVIE INC 1.7%
Value ($000) $7,472 Shares 50,128 Est. Cost $37.96 Unrealized +256.5%
SVAL ISHARES TR 1.6%
Value ($000) $7,395 Shares 280,161 Est. Cost $30.21 Unrealized
EFAV ISHARES TR 1.5%
Value ($000) $6,629 Shares 101,642 Est. Cost $69.48 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.4%
Value ($000) $6,281 Shares 44,328 Est. Cost $127.58 Unrealized
IAU ISHARES GOLD TR 1.3%
Value ($000) $5,894 Shares 168,449 Est. Cost $36.52 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 1.2%
Value ($000) $5,338 Shares 108,572 Est. Cost $51.23 Unrealized
EEMV ISHARES INC 1.2%
Value ($000) $5,296 Shares 99,271 Est. Cost $57.90 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 1.1%
Value ($000) $5,145 Shares 102,808 Est. Cost $32.04 Unrealized
IJR ISHARES TR 1.1%
Value ($000) $5,034 Shares 53,363 Est. Cost $91.37 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $4,790 Shares 27,978 Est. Cost $112.66 Unrealized +60.9%
ABT ABBOTT LABS 1.1%
Value ($000) $4,741 Shares 48,955 Est. Cost $37.61 Unrealized +167.1%
VTV VANGUARD INDEX FDS 1.0%
Value ($000) $4,625 Shares 33,530 Est. Cost $112.81 Unrealized
SPY SPDR S&P 500 ETF TR 1.0%
Value ($000) $4,581 Shares 10,717 Est. Cost $270.61 Unrealized
ITB ISHARES TR 0.9%
Value ($000) $4,233 Shares 53,935 Est. Cost $70.29 Unrealized
ITOT ISHARES TR 0.9%
Value ($000) $4,168 Shares 44,255 Est. Cost $75.75 Unrealized
VOO VANGUARD INDEX FDS 0.9%
Value ($000) $4,159 Shares 10,592 Est. Cost $288.10 Unrealized
IAK ISHARES TR 0.9%
Value ($000) $4,141 Shares 45,186 Est. Cost $83.87 Unrealized
SOXX ISHARES TR 0.9%
Value ($000) $4,134 Shares 8,728 Est. Cost $444.67 Unrealized
IGV ISHARES TR 0.8%
Value ($000) $3,783 Shares 11,086 Est. Cost $341.26 Unrealized
SLV ISHARES SILVER TR 0.8%
Value ($000) $3,769 Shares 185,312 Est. Cost $20.37 Unrealized
IYK ISHARES TR 0.8%
Value ($000) $3,665 Shares 19,652 Est. Cost $183.98 Unrealized
ITA ISHARES TR 0.8%
Value ($000) $3,600 Shares 33,976 Est. Cost $115.08 Unrealized
XSLV INVESCO EXCH TRADED FD TR II 0.8%
Value ($000) $3,591 Shares 91,055 Est. Cost $45.48 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $3,352 Shares 10,615 Est. Cost $176.19 Unrealized +84.2%
ACWI ISHARES TR 0.7%
Value ($000) $3,195 Shares 34,588 Est. Cost $74.40 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.6%
Value ($000) $2,847 Shares 134,109 Est. Cost $21.01 Unrealized
IQLT ISHARES TR 0.6%
Value ($000) $2,613 Shares 77,744 Est. Cost $28.41 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $2,339 Shares 15,019 Est. Cost $103.49 Unrealized +48.1%
ESGV VANGUARD WORLD FD 0.5%
Value ($000) $2,208 Shares 29,359 Est. Cost $66.92 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $2,167 Shares 14,857 Est. Cost $77.96 Unrealized +84.9%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $2,030 Shares 28,546 Est. Cost $53.31 Unrealized +32.9%
AMZN AMAZON COM INC 0.4%
Value ($000) $1,878 Shares 14,775 Est. Cost $111.33 Unrealized +20.4%
BLACKROCK MUNIYIELD MICH QU 0.4%
Value ($000) $1,751 Shares 176,360 Est. Cost $13.87 Unrealized
DON WISDOMTREE TR 0.4%
Value ($000) $1,703 Shares 41,587 Est. Cost $51.77 Unrealized
AIVL WISDOMTREE TR 0.4%
Value ($000) $1,627 Shares 18,285 Est. Cost $73.91 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $1,623 Shares 11,194 Est. Cost $82.54 Unrealized +72.4%
VOE VANGUARD INDEX FDS 0.4%
Value ($000) $1,581 Shares 12,074 Est. Cost $100.85 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,462 Shares 12,436 Est. Cost $48.14 Unrealized +109.8%
CZA INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,414 Shares 16,596 Est. Cost $66.73 Unrealized
IJH ISHARES TR 0.3%
Value ($000) $1,401 Shares 5,619 Est. Cost $226.08 Unrealized
DNL WISDOMTREE TR 0.3%
Value ($000) $1,398 Shares 41,804 Est. Cost $45.54 Unrealized
VOXX INTL CORP 0.3%
Value ($000) $1,387 Shares 173,808 Est. Cost $9.16 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.3%
Value ($000) $1,381 Shares 172,853 Est. Cost $8.21 Unrealized +7.1%
PECO PHILLIPS EDISON & CO INC 0.3%
Value ($000) $1,323 Shares 39,432 Est. Cost $34.39 Unrealized
SYK STRYKER CORPORATION 0.3%
Value ($000) $1,287 Shares 4,710 Est. Cost $166.43 Unrealized +68.2%
EFA ISHARES TR 0.3%
Value ($000) $1,251 Shares 18,158 Est. Cost $69.36 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,234 Shares 16,769 Est. Cost $73.71 Unrealized
ARKK ARK ETF TR 0.3%
Value ($000) $1,208 Shares 30,460 Est. Cost $64.77 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $984 Shares 2,747 Est. Cost $317.03 Unrealized
AIRR FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $955 Shares 18,534 Est. Cost $29.07 Unrealized
SSUS STRATEGY SHS 0.2%
Value ($000) $953 Shares 27,941 Est. Cost $27.49 Unrealized
ESML ISHARES TR 0.2%
Value ($000) $915 Shares 27,200 Est. Cost $36.34 Unrealized
QVAL EA SERIES TRUST 0.2%
Value ($000) $898 Shares 24,198 Est. Cost $24.79 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $874 Shares 3,317 Est. Cost $216.35 Unrealized +24.6%
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $842 Shares 40,745 Est. Cost $21.14 Unrealized
MACATAWA BK CORP 0.2%
Value ($000) $812 Shares 90,676 Est. Cost $6.55 Unrealized
DGRW WISDOMTREE TR 0.2%
Value ($000) $805 Shares 12,683 Est. Cost $52.07 Unrealized
BIBL NORTHERN LTS FD TR IV 0.2%
Value ($000) $804 Shares 25,711 Est. Cost $32.33 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.2%
Value ($000) $800 Shares 76,889 Est. Cost $11.86 Unrealized -14.9%
FRDM EA SERIES TRUST 0.2%
Value ($000) $785 Shares 27,716 Est. Cost $33.12 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $769 Shares 19,617 Est. Cost $23.86 Unrealized
EEM ISHARES TR 0.2%
Value ($000) $768 Shares 20,235 Est. Cost $42.02 Unrealized
DGRS WISDOMTREE TR 0.2%
Value ($000) $767 Shares 18,624 Est. Cost $40.27 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $761 Shares 13,255 Est. Cost $44.35 Unrealized
MGK VANGUARD WORLD FD 0.2%
Value ($000) $751 Shares 3,309 Est. Cost $110.71 Unrealized
DE DEERE & CO 0.2%
Value ($000) $741 Shares 1,964 Est. Cost $328.58 Unrealized +21.1%
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $735 Shares 4,733 Est. Cost $105.84 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $731 Shares 2,677 Est. Cost $186.69 Unrealized +40.1%
IWM ISHARES TR 0.2%
Value ($000) $702 Shares 3,974 Est. Cost $154.06 Unrealized
MLKN MILLERKNOLL INC 0.2%
Value ($000) $699 Shares 28,589 Est. Cost $28.55 Unrealized -39.6%
PEP PEPSICO INC 0.2%
Value ($000) $694 Shares 4,099 Est. Cost $134.43 Unrealized +24.3%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $694 Shares 12,107 Est. Cost $60.26 Unrealized +6.9%
INTC INTEL CORP 0.1%
Value ($000) $633 Shares 17,803 Est. Cost $39.46 Unrealized -13.3%
HD HOME DEPOT INC 0.1%
Value ($000) $629 Shares 2,083 Est. Cost $200.56 Unrealized +51.1%
AMGN AMGEN INC 0.1%
Value ($000) $611 Shares 2,273 Est. Cost $183.89 Unrealized +26.1%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $610 Shares 30,312 Est. Cost $20.14 Unrealized
MMM 3M CO 0.1%
Value ($000) $573 Shares 6,123 Est. Cost $91.41 Unrealized -13.0%
ISMD NORTHERN LTS FD TR IV 0.1%
Value ($000) $569 Shares 18,722 Est. Cost $26.83 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $565 Shares 1,839 Est. Cost $207.23 Unrealized +46.9%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $564 Shares 8,755 Est. Cost $51.25 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $559 Shares 2,622 Est. Cost $100.71 Unrealized +108.2%
DHR DANAHER CORPORATION 0.1%
Value ($000) $559 Shares 2,252 Est. Cost $184.11 Unrealized +19.6%
TSLA TESLA INC 0.1%
Value ($000) $548 Shares 2,190 Est. Cost $256.88 Unrealized 0.0%
VSGX VANGUARD WORLD FD 0.1%
Value ($000) $527 Shares 10,440 Est. Cost $53.57 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $518 Shares 3,931 Est. Cost $110.95 Unrealized +16.3%
DLN WISDOMTREE TR 0.1%
Value ($000) $514 Shares 8,364 Est. Cost $73.91 Unrealized
ESG FLEXSHARES TR 0.1%
Value ($000) $508 Shares 4,816 Est. Cost $62.66 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $494 Shares 9,130 Est. Cost $45.16 Unrealized +29.6%
V VISA INC 0.1%
Value ($000) $494 Shares 2,148 Est. Cost $153.28 Unrealized +54.1%
SUSA ISHARES TR 0.1%
Value ($000) $494 Shares 5,486 Est. Cost $96.64 Unrealized
IVAL EA SERIES TRUST 0.1%
Value ($000) $470 Shares 19,927 Est. Cost $26.48 Unrealized
WMT WALMART INC 0.1%
Value ($000) $469 Shares 2,931 Est. Cost $42.36 Unrealized +22.3%
IWF ISHARES TR 0.1%
Value ($000) $466 Shares 1,753 Est. Cost $111.67 Unrealized
RFV INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $450 Shares 4,565 Est. Cost $81.18 Unrealized
ACWX ISHARES TR 0.1%
Value ($000) $444 Shares 9,453 Est. Cost $45.88 Unrealized
ESGG FLEXSHARES TR 0.1%
Value ($000) $439 Shares 3,253 Est. Cost $94.30 Unrealized
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $420 Shares 6,200 Est. Cost $58.05 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $409 Shares 2,388 Est. Cost $159.34 Unrealized
SUI SUN CMNTYS INC 0.1%
Value ($000) $404 Shares 3,412 Est. Cost $143.52 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $402 Shares 2,383 Est. Cost $74.28 Unrealized +96.2%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $396 Shares 6,109 Est. Cost $44.23 Unrealized +36.2%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $395 Shares 8,578 Est. Cost $27.63 Unrealized +65.4%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $393 Shares 1,173 Est. Cost $257.46 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $385 Shares 7,871 Est. Cost $48.94 Unrealized
GUNR FLEXSHARES TR 0.1%
Value ($000) $381 Shares 9,430 Est. Cost $31.14 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $379 Shares 1,262 Est. Cost $169.12 Unrealized +76.9%
IWN ISHARES TR 0.1%
Value ($000) $375 Shares 2,767 Est. Cost $157.12 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $372 Shares 3,993 Est. Cost $95.19 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $370 Shares 1,358 Est. Cost $263.13 Unrealized
GDX VANECK ETF TRUST 0.1%
Value ($000) $346 Shares 12,870 Est. Cost $24.87 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $334 Shares 1,388 Est. Cost $133.98 Unrealized +72.5%
BLES NORTHERN LTS FD TR IV 0.1%
Value ($000) $331 Shares 10,386 Est. Cost $31.85 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value ($000) $329 Shares 8,102 Est. Cost $45.99 Unrealized -8.1%
PFE PFIZER INC 0.1%
Value ($000) $324 Shares 9,767 Est. Cost $29.74 Unrealized +2.8%
DOW DOW INC 0.1%
Value ($000) $323 Shares 6,272 Est. Cost $32.10 Unrealized +44.3%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $316 Shares 9,305 Est. Cost $37.79 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $308 Shares 3,323 Est. Cost $62.28 Unrealized +38.4%
IVLU ISHARES TR 0.1%
Value ($000) $304 Shares 12,005 Est. Cost $24.41 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.1%
Value ($000) $303 Shares 6,401 Est. Cost $55.62 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $303 Shares 5,149 Est. Cost $63.79 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $295 Shares 9,770 Est. Cost $47.37 Unrealized
COMT ISHARES U S ETF TR 0.1%
Value ($000) $288 Shares 9,886 Est. Cost $33.17 Unrealized
REGL PROSHARES TR 0.1%
Value ($000) $282 Shares 4,221 Est. Cost $69.65 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $276 Shares 6,765 Est. Cost $38.20 Unrealized +6.5%
CRM SALESFORCE INC 0.1%
Value ($000) $276 Shares 1,362 Est. Cost $231.56 Unrealized -7.8%
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $274 Shares 5,128 Est. Cost $45.84 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $269 Shares 658 Est. Cost $318.44 Unrealized +30.3%
WNC WABASH NATL CORP 0.1%
Value ($000) $257 Shares 12,176 Est. Cost $15.72 Unrealized +38.7%
LBRT LIBERTY ENERGY INC 0.1%
Value ($000) $250 Shares 13,500 Est. Cost $13.93 Unrealized +18.3%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $249 Shares 2,754 Est. Cost $76.43 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $241 Shares 4,489 Est. Cost $43.83 Unrealized +14.8%
TRGP TARGA RES CORP 0.1%
Value ($000) $238 Shares 2,778 Est. Cost $68.43 Unrealized +14.9%
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $238 Shares 6,984 Est. Cost $29.64 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $228 Shares 500 Est. Cost $400.00 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $227 Shares 2,412 Est. Cost $100.35 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $224 Shares 914 Est. Cost $245.06 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $221 Shares 1,169 Est. Cost $183.66 Unrealized
SDOG ALPS ETF TR 0.0%
Value ($000) $220 Shares 4,678 Est. Cost $44.69 Unrealized
DSI ISHARES TR 0.0%
Value ($000) $215 Shares 2,635 Est. Cost $77.99 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $213 Shares 3,069 Est. Cost $67.55 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $212 Shares 416 Est. Cost $402.84 Unrealized +30.2%
KO COCA COLA CO 0.0%
Value ($000) $210 Shares 3,753 Est. Cost $50.15 Unrealized +11.1%
ASML ASML HOLDING N V 0.0%
Value ($000) $206 Shares 350 Est. Cost $680.71 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $204 Shares 1,705 Est. Cost $107.88 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $202 Shares 1,437 Est. Cost $131.75 Unrealized 0.0%
MRK MERCK & CO INC 0.0%
Value ($000) $200 Shares 1,946 Est. Cost $93.51 Unrealized +6.8%
EMR EMERSON ELEC CO 0.0%
Value ($000) $200 Shares 2,072 Est. Cost $91.16 Unrealized 0.0%
NWL NEWELL BRANDS INC 0.0%
Value ($000) $139 Shares 15,362 Est. Cost $11.85 Unrealized -24.4%
STEELCASE INC 0.0%
Value ($000) $136 Shares 12,210 Est. Cost $8.42 Unrealized
FPI FARMLAND PARTNERS INC 0.0%
Value ($000) $109 Shares 10,670 Est. Cost $8.34 Unrealized
BNCWW CEA INDUSTRIES INC 0.0%
Value ($000) $0 Shares 17,000 Est. Cost $0.08 Unrealized