HoldingsChannel.com
Well Done LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY CLASS A      $37,938
     BRK.A120UNCH$32,076
     BRK.B32,841-14,266$5,862
ISHARES QUALITY FACTOR (QUAL) 362,543 -19,362 $34,775
     QUAL362,543-19,362$34,775
ISHARES CORE S&P 500 (IVV) 97,191 +4,091 $30,099
     IVV97,191+4,091$30,099
ISHARES MOMENTUM FACTOR (MTUM) 188,151 -4,799 $24,648
     MTUM188,151-4,799$24,648
GENTEX CORP 764,957 -641 $19,713
     GNTX764,957-641$19,713
ISHARES USA MINIMUM VOLATILITY (USMV) 291,520 -4,452 $17,675
     USMV291,520-4,452$17,675
ISHARES VALUE FACTOR (VLUE) 183,064 -11,086 $13,232
     VLUE183,064-11,086$13,232
ISHARES DIVIDEND GROWTH (DGRO) 274,519 +10,977 $10,322
     DGRO274,519+10,977$10,322
ISHARES INTERNATIONAL MULTI FACTOR (INTF) 393,409 -7,988 $9,017
     INTF393,409-7,988$9,017
INVESCO MID CAP LOW VOLATILITY 197,553 -16,537 $8,175
     XMLV197,553-16,537$8,175
ISHARES EAFE MINIMUM VOLATILITY (EFAV) 110,796 +1,734 $7,319
     EFAV110,796+1,734$7,319
ISHARES GLOBAL MINIMUM VOLATILITY (ACWV) 77,517 -326 $6,789
     ACWV77,517-326$6,789
ISHARES EMERGING MINIMUM VOLATILITY (EEMV) 115,163 +6 $5,988
     EEMV115,163+6$5,988
ABBVIE INC COM 59,393 -1,191 $5,831
     ABBV59,393-1,191$5,831
ABBOTT LABS COM 55,703 -34 $5,093
     ABT55,703-34$5,093
INVESCO SMALL CAP LOW VOLATILITY 133,563 -3,108 $4,522
     XSLV133,563-3,108$4,522
ISHARES INTERNATIONAL QUALITY FACTOR (IQLT) 147,963 -19,069 $4,352
     IQLT147,963-19,069$4,352
INVESCO S&P 500 QUALITY 113,013 -3,551 $4,002
     SPHQ113,013-3,551$4,002
VANGUARD VALUE INDEX (VTV) 40,087 -1,971 $3,992
     VTV40,087-1,971$3,992
SPDR S&P 500 (SPY) 12,807 -1,846 $3,949
     SPY12,807-1,846$3,949
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF (BSCL) 164,103 -21,521 $3,507
     BSCL164,103-21,521$3,507
ISHARES ACWI (ACWI) 41,935 -3,741 $3,091
     ACWI41,935-3,741$3,091
BLACKROCK MUNIYLD MICH QLTY FD COM 208,563 UNCH $2,828
     MIY208,563UNCH$2,828
ISHARES COMEX GOLD TRUST (IAU) 156,279 +3,151 $2,655
     IAU156,279+3,151$2,655
ISHARES 1 3 YEAR TREASURY BOND ETF (SHY) 29,059 -3,017 $2,517
     SHY29,059-3,017$2,517
ISHARES RUSSELL 1000 GROWTH (IWF) 12,965 UNCH $2,489
     IWF12,965UNCH$2,489
WISDOMTREE U.S. DIVIDEND EX FINANCIALS FUND (DTN) 32,045 -6,445 $2,363
     DTN32,045-6,445$2,363
VANGUARD MID CAP VALUE (VOE) 24,339 -7,273 $2,329
     VOE24,339-7,273$2,329
TCF FINANCIAL CORPORATION NEW COM 78,676 UNCH $2,315
     TCF78,676UNCH$2,315
VANGUARD S&P 500 ETF (VOO) 7,842 -389 $2,223
     VOO7,842-389$2,223
ISHARES S&P SMALL CAP (IJR) 32,466 -24,002 $2,217
     IJR32,466-24,002$2,217
INVESCO BULLETSHARES 2020 CORPORATE BOND ETF (BSCK) 102,027 -9,630 $2,171
     BSCK102,027-9,630$2,171
COLGATE PALMOLIVE CO COM 28,210 UNCH $2,067
     CL28,210UNCH$2,067
MILLER HERMAN INC COM 86,859 UNCH $2,051
     MLHR86,859UNCH$2,051
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) 19,899 -3,219 $2,025
     RSP19,899-3,219$2,025
SCHWAB U.S. LARGE CAP GROWTH 19,359 +1,105 $1,966
     SCHG19,359+1,105$1,966
INVESCO S&P 500 PURE GROWTH ETF (RPG) 14,413 -1,576 $1,866
     RPG14,413-1,576$1,866
INVESCO S&P 500 PURE VALUE 38,439 -171 $1,835
     RPV38,439-171$1,835
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT) 26,053 -390 $1,809
     ITOT26,053-390$1,809
SCHWAB U.S. LARGE CAP VALUE 35,457 UNCH $1,777
     SCHV35,457UNCH$1,777
JOHNSON & JOHNSON COM 12,373 -53 $1,740
     JNJ12,373-53$1,740
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF (BSCM) 78,860 UNCH $1,721
     BSCM78,860UNCH$1,721
WISDOMTREE U.S. MID CAP 58,425 -31,384 $1,656
     DON58,425-31,384$1,656
GLOBAL X SILVER MINERS ETF (SIL) 44,291 +44,291 $1,640
     SIL44,291+44,291$1,640
MICROSOFT CORP COM 7,931 +24 $1,614
     MSFT7,931+24$1,614
PROCTER AND GAMBLE CO COM 12,498 +4 $1,494
     PG12,498+4$1,494
APPLE INC COM 4,042 UNCH $1,475
     AAPL4,042UNCH$1,475
SCHWAB U.S. SMALL CAP 22,175 +22,175 $1,449
     SCHA22,175+22,175$1,449
WISDOMTREE GLOBAL EX U.S. QUALITY DIVIDEND GROWTH FUND (DNL) 22,177 -412 $1,399
     DNL22,177-412$1,399
ISHARES S&P MID CAP (IJH) 7,590 -4,535 $1,350
     IJH7,590-4,535$1,350

See Full List: All Stocks Held By Well Done LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Well Done LLC

Size ($ in 1000's)
At 06/30/2020: $363,627
At 03/31/2020: $330,258

Well Done LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Well Done LLC 13F filings. Link to 13F filings: SEC filings

Well Done LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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