HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC DEL |
$91,075 | ||
| BRK.A | 118 | UNCH | $74,864 |
| BRK.B | 38,551 | -749 | $16,211 |
 ISHARES TR (IVV) |
112,990 | +14,037 | $59,402 |
| IVV | 112,990 | +14,037 | $59,402 |
| VOXX INTL CORP |
3,311,354 | +1,568,796 | $27,021 |
| VOXX | 3,311,354 | +1,568,796 | $27,021 |
| ISHARES TR (QUAL) |
114,690 | -166,647 | $18,849 |
| QUAL | 114,690 | -166,647 | $18,849 |
| ISHARES TR (USMV) |
218,729 | -10,860 | $18,281 |
| USMV | 218,729 | -10,860 | $18,281 |
| GENTEX CORP |
401,233 | +7 | $14,493 |
| GNTX | 401,233 | +7 | $14,493 |
| ISHARES TR (DGRO) |
214,107 | -7,732 | $12,431 |
| DGRO | 214,107 | -7,732 | $12,431 |
| ISHARES TR (MTUM) |
60,021 | -66,495 | $11,245 |
| MTUM | 60,021 | -66,495 | $11,245 |
| DIMENSIONAL ETF TRUST (DFSV) |
362,635 | +343,217 | $10,915 |
| DFSV | 362,635 | +343,217 | $10,915 |
| ABBVIE INC |
49,572 | -566 | $9,027 |
| ABBV | 49,572 | -566 | $9,027 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
44,948 | +423 | $7,613 |
| RSP | 44,948 | +423 | $7,613 |
| ISHARES TR (EFAV) |
99,233 | -1,685 | $7,034 |
| EFAV | 99,233 | -1,685 | $7,034 |
| ISHARES TR (IJR) |
59,277 | -560 | $6,551 |
| IJR | 59,277 | -560 | $6,551 |
| ISHARES GOLD TR (IAU) |
155,573 | -5,633 | $6,536 |
| IAU | 155,573 | -5,633 | $6,536 |
| INVESCO EXCHANGE TRADED FD T (SPHQ) |
107,540 | +6,494 | $6,498 |
| SPHQ | 107,540 | +6,494 | $6,498 |
| ISHARES TR (VLUE) |
59,764 | -102,690 | $6,473 |
| VLUE | 59,764 | -102,690 | $6,473 |
| ISHARES TR (ITOT) |
54,162 | +6,693 | $6,245 |
| ITOT | 54,162 | +6,693 | $6,245 |
| EA SERIES TRUST |
136,511 | +111,854 | $6,135 |
| QVAL | 136,511 | +111,854 | $6,135 |
| SPDR S&P 500 ETF TR (SPY) |
11,055 | -67 | $5,782 |
| SPY | 11,055 | -67 | $5,782 |
| ABBOTT LABS |
49,536 | +646 | $5,630 |
| ABT | 49,536 | +646 | $5,630 |
| ISHARES INC (EEMV) |
97,707 | -99 | $5,529 |
| EEMV | 97,707 | -99 | $5,529 |
| ISHARES TR (ITB) |
45,726 | -4,555 | $5,294 |
| ITB | 45,726 | -4,555 | $5,294 |
| ISHARES TR (SOXX) |
23,195 | +15,009 | $5,240 |
| SOXX | 23,195 | +15,009 | $5,240 |
| APPLE INC |
28,991 | +1,630 | $4,971 |
| AAPL | 28,991 | +1,630 | $4,971 |
| ISHARES TR (IAK) |
39,981 | -2,093 | $4,693 |
| IAK | 39,981 | -2,093 | $4,693 |
| MICROSOFT CORP |
10,645 | -482 | $4,479 |
| MSFT | 10,645 | -482 | $4,479 |
| VANGUARD INDEX FDS (VOO) |
9,206 | -5,164 | $4,425 |
| VOO | 9,206 | -5,164 | $4,425 |
| ISHARES TR (IGV) |
49,790 | +39,412 | $4,246 |
| IGV | 49,790 | +39,412 | $4,246 |
| ISHARES TR (ITA) |
31,829 | -101 | $4,199 |
| ITA | 31,829 | -101 | $4,199 |
| VANGUARD INDEX FDS (VTV) |
25,345 | -2,921 | $4,128 |
| VTV | 25,345 | -2,921 | $4,128 |
| ISHARES TR (IEZ) |
171,169 | +17,385 | $4,048 |
| IEZ | 171,169 | +17,385 | $4,048 |
| DIMENSIONAL ETF TRUST (DFAS) |
58,149 | +58,149 | $3,625 |
| DFAS | 58,149 | +58,149 | $3,625 |
| ISHARES TR (ACWI) |
32,439 | -4,944 | $3,573 |
| ACWI | 32,439 | -4,944 | $3,573 |
| ISHARES TR (SHY) |
43,002 | +25,180 | $3,517 |
| SHY | 43,002 | +25,180 | $3,517 |
| ISHARES TR (IQLT) |
78,165 | UNCH | $3,100 |
| IQLT | 78,165 | UNCH | $3,100 |
| VANGUARD WORLD FD (ESGV) |
31,872 | +3,262 | $2,970 |
| ESGV | 31,872 | +3,262 | $2,970 |
| AMAZON COM INC |
16,114 | +1,201 | $2,907 |
| AMZN | 16,114 | +1,201 | $2,907 |
| JPMORGAN CHASE & CO |
13,098 | +56 | $2,624 |
| JPM | 13,098 | +56 | $2,624 |
| COLGATE PALMOLIVE CO |
28,492 | +261 | $2,566 |
| CL | 28,492 | +261 | $2,566 |
| PROCTER AND GAMBLE CO |
15,110 | +528 | $2,452 |
| PG | 15,110 | +528 | $2,452 |
| ISHARES TR (IJH) |
34,744 | +27,740 | $2,110 |
| IJH | 34,744 | +27,740 | $2,110 |
| BLACKROCK MUNIYIELD MICH QU |
177,860 | UNCH | $2,047 |
| MIY | 177,860 | UNCH | $2,047 |
| JOHNSON & JOHNSON |
12,847 | +354 | $2,032 |
| JNJ | 12,847 | +354 | $2,032 |
| WISDOMTREE TR |
41,234 | +3 | $2,011 |
| DON | 41,234 | +3 | $2,011 |
| VANGUARD INDEX FDS (VOE) |
11,704 | -141 | $1,825 |
| VOE | 11,704 | -141 | $1,825 |
| STRYKER CORPORATION |
4,769 | +45 | $1,707 |
| SYK | 4,769 | +45 | $1,707 |
| INVESCO EXCHANGE TRADED FD T (CZA) |
16,596 | UNCH | $1,688 |
| CZA | 16,596 | UNCH | $1,688 |
| WISDOMTREE TR |
41,176 | -683 | $1,601 |
| DNL | 41,176 | -683 | $1,601 |
| WISDOMTREE TR |
15,660 | -2,629 | $1,594 |
| AIVL | 15,660 | -2,629 | $1,594 |
| EA SERIES TRUST |
44,034 | +16,318 | $1,485 |
| FRDM | 44,034 | +16,318 | $1,485 |
See Full List: All Stocks Held By Well Done LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Well Done LLC
|
Size ($ in 1000's)
At 03/31/2024: $508,473 At 12/31/2023: $511,146 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 |
