Well Done, LLC
CIK Number: 0001667132
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hatha... | 728145.15 | +0.38% | 113 | 0.00% | 78.1M | 210674.81 | 14.29% |
| 2 | IVV | iShares Core S&... | 598.25 | -0.09% | 114.27K | 0.00% | 65.91M | 323.62 | 12.06% |
| 3 | USMV | iShares MSCI US... | 91.73 | -0.41% | 250.57K | 0.00% | 22.88M | 59.15 | 4.19% |
| 4 | BRK-B | Berkshire Hatha... | 484.88 | +0.29% | 42.64K | 0.00% | 19.63M | 222.49 | 3.59% |
| 5 | QUAL | iShares MSCI US... | 176.53 | -0.71% | 103.97K | 0.00% | 18.64M | 84.19 | 3.41% |
| 6 | DGRO | iShares Core Di... | 62.20 | -0.03% | 261K | 0.00% | 16.36M | 41.15 | 2.99% |
| 7 | MTUM | iShares MSCI US... | 230.13 | +0.07% | 58.48K | 0.00% | 11.86M | 84.17 | 2.17% |
| 8 | GNTX | Gentex Corporat... | 21.39 | -0.26% | 398.37K | 0.00% | 11.83M | 18.22 | 2.16% |
| 9 | DFSV | Dimensional US ... | 28.77 | +0.40% | 382.05K | 0.00% | 11.77M | 29.73 | 2.15% |
| 10 | ABBV | AbbVie Inc. | 185.28 | -0.11% | 49.6K | 0.00% | 9.8M | 60.15 | 1.79% |
| 11 | IAU | iShares Gold Tr... | 63.51 | -0.49% | 158.87K | 0.00% | 7.9M | 36.94 | 1.45% |
| 12 | ITOT | iShares Core S&... | 130.17 | +0.02% | 60.39K | 0.00% | 7.59M | 81.98 | 1.39% |
| 13 | RSP | Invesco S&P 500... | 177.29 | -0.03% | 41.82K | 0.00% | 7.49M | 128.35 | 1.37% |
| 14 | EFAV | iShares MSCI EA... | 82.52 | +0.12% | 95.33K | 0.00% | 7.31M | 69.69 | 1.34% |
| 15 | SPHQ | Invesco S&P 500... | 69.26 | -0.9% | 101.77K | 0.00% | 6.85M | 33.81 | 1.25% |
| 16 | QVAL | Alpha Architect... | 43.53 | -0.01% | 138.31K | 0.00% | 6.38M | 41.26 | 1.17% |
| 17 | AAPL | Apple Inc. | 196.65 | +0.51% | 25.66K | 0.00% | 5.98M | 96.19 | 1.09% |
| 18 | SPY | SPDR S&P 500 ET... | 597.18 | -0.06% | 10.12K | 0.00% | 5.8M | 282.65 | 1.06% |
| 19 | EEMV | iShares MSCI Em... | 60.98 | -0.07% | 92.5K | 0.00% | 5.8M | 58.11 | 1.06% |
| 20 | SHY | iShares 1-3 Yea... | 82.48 | +0.05% | 68.78K | 0.00% | 5.72M | 81.72 | 1.05% |
| 21 | VLUE | iShares MSCI US... | 109.32 | +0.28% | 49.2K | 0.00% | 5.36M | 74.49 | 0.98% |
| 22 | ABT | Abbott Laborato... | 132.35 | +0.06% | 44.91K | 0.00% | 5.12M | 47.67 | 0.94% |
| 23 | ITA | iShares U.S. Ae... | 178.67 | -0.73% | 32.12K | 0.00% | 4.81M | 115.3 | 0.88% |
| 24 | IGV | iShares Expande... | 106.01 | -0.6% | 53.35K | 0.00% | 4.77M | 69.64 | 0.87% |
| 25 | ITB | iShares U.S. Ho... | 87.70 | -0.01% | 37.45K | 0.00% | 4.76M | 70.29 | 0.87% |
| 26 | IYJ | iShares U.S. In... | 136.79 | -1% | 35.56K | 0.00% | 4.75M | 132.91 | 0.87% |
| 27 | IAI | iShares U.S. Br... | 158.38 | +1.75% | 36.8K | 0.00% | 4.73M | 128.56 | 0.87% |
| 28 | IAK | iShares U.S. In... | 131.13 | -0.26% | 36.29K | 0.00% | 4.68M | 83.87 | 0.86% |
| 29 | VTV | Vanguard Value ... | 172.94 | +0.09% | 26.25K | 0.00% | 4.58M | 115.86 | 0.84% |
| 30 | DFAS | Dimensional U.S... | 61.94 | +0.29% | 66.95K | 0.00% | 4.34M | 61.5 | 0.79% |
| 31 | VOO | Vanguard 500 In... | 548.98 | -0.07% | 8.19K | 0.00% | 4.32M | 327.22 | 0.79% |
| 32 | MSFT | Microsoft Corpo... | 480.04 | +0.42% | 9.19K | 0.00% | 3.95M | 193.63 | 0.72% |
| 33 | ACWI | iShares MSCI AC... | 124.22 | -0.02% | 30.7K | 0.00% | 3.67M | 76.63 | 0.67% |
| 34 | IJR | iShares Core S&... | 106.23 | +0.36% | 31.15K | 0.00% | 3.64M | 88.81 | 0.67% |
| 35 | ESGV | Vanguard ESG U.... | 105.52 | -0.08% | 31.57K | 0.00% | 3.21M | 69.58 | 0.59% |
| 36 | IQLT | iShares MSCI In... | 42.20 | -0.04% | 73.89K | 0.00% | 3.07M | 28.63 | 0.56% |
| 37 | CL | Colgate-Palmoli... | 88.05 | -0.65% | 28.52K | 0.00% | 2.96M | 67.36 | 0.54% |
| 38 | AMZN | Amazon.com, Inc... | 212.83 | -0.93% | 14.59K | 0.00% | 2.72M | 123.09 | 0.50% |
| 39 | BOXX | Alpha Architect... | 112.45 | -0.02% | 24.21K | 0.00% | 2.64M | 107.33 | 0.48% |
| 40 | JPM | JPMorgan Chase ... | 273.87 | +1.61% | 11.35K | 0.00% | 2.39M | 109.63 | 0.44% |
| 41 | PG | The Procter & G... | 157.83 | -0.44% | 13.61K | 0.00% | 2.36M | 101.94 | 0.43% |
| 42 | WPM | Wheaton Preciou... | 91.09 | -0.18% | 38.11K | 0.00% | 2.33M | 55.24 | 0.43% |
| 43 | IJH | iShares Core S&... | 60.41 | +0.30% | 36.12K | 0.00% | 2.25M | 42.18 | 0.41% |
| 44 | MIY | BlackRock MuniY... | 11.02 | -0.45% | 176.36K | 0.00% | 2.12M | 13.82 | 0.39% |
| 45 | DON | WisdomTree U.S.... | 49.10 | +0.30% | 40.92K | 0.00% | 2.09M | 27.75 | 0.38% |
| 46 | VOE | Vanguard Mid-Ca... | 161.64 | +0.09% | 11.07K | 0.00% | 1.86M | 100.85 | 0.34% |
| 47 | JNJ | Johnson & Johns... | 150.78 | -1.05% | 10.98K | 0.00% | 1.78M | 129.87 | 0.33% |
| 48 | SOFI | SoFi Technologi... | 15.35 | +6.35% | 224.58K | 0.00% | 1.77M | 7.41 | 0.32% |
| 49 | DNL | WisdomTree Glob... | 39.49 | +0.59% | 43.8K | 0.00% | 1.73M | 29.16 | 0.32% |
| 50 | CZA | Invesco Zacks M... | 103.75 | -0.12% | 15.79K | 0.00% | 1.71M | 66.74 | 0.31% |
| 51 | SYK | Stryker Corpora... | 373.25 | -0.03% | 4.73K | 0.00% | 1.71M | 175.66 | 0.31% |
| 52 | IYE | iShares U.S. En... | 46.45 | -0.69% | 35.74K | 0.00% | 1.66M | 46.34 | 0.30% |
| 53 | AIVL | WisdomTree U.S.... | 110.52 | +0.09% | 14.47K | 0.00% | 1.61M | 74.23 | 0.29% |
| 54 | EFA | iShares MSCI EA... | 87.08 | +0.13% | 18.43K | 0.00% | 1.54M | 70.42 | 0.28% |
| 55 | QQQ | Invesco QQQ Tru... | 528.82 | -0.05% | 2.59K | 0.00% | 1.26M | 318.56 | 0.23% |
| 56 | DIA | SPDR Dow Jones ... | 422.55 | -0.13% | 2.98K | 0.00% | 1.26M | 332.54 | 0.23% |
| 57 | WTFC | Wintrust Financ... | 118.68 | +1.21% | 11.6K | 0.00% | 1.26M | 108.53 | 0.23% |
| 58 | VWO | Vanguard Emergi... | 48.16 | -0.26% | 25.71K | 0.00% | 1.23M | 45.64 | 0.23% |
| 59 | DGRW | WisdomTree U.S.... | 81.61 | -0.21% | 14.18K | 0.00% | 1.18M | 55.2 | 0.22% |
| 60 | VIG | Vanguard Divide... | 199.06 | -0.24% | 5.83K | 0.00% | 1.15M | 125.59 | 0.21% |
| 61 | CAT | Caterpillar Inc... | 359.65 | +0.55% | 2.92K | 0.00% | 1.14M | 221.43 | 0.21% |
| 62 | HBAN | Huntington Banc... | 15.71 | +1.52% | 77.03K | 0.00% | 1.13M | 13.98 | 0.21% |
| 63 | XOM | Exxon Mobil Cor... | 113.17 | -0.73% | 9.28K | 0.00% | 1.09M | 66.61 | 0.20% |
| 64 | IWM | iShares Russell... | 209.53 | +0.47% | 4.92K | 0.00% | 1.09M | 165.04 | 0.20% |
| 65 | IWV | iShares Russell... | 338.66 | +0.01% | 3.19K | 0.00% | 1.04M | 295.93 | 0.19% |
| 66 | MCD | McDonald's Corp... | 289.18 | -1.07% | 3.41K | 0.00% | 1.04M | 250.73 | 0.19% |
| 67 | AIRR | First Trust RBA... | 77.87 | -0.04% | 13.34K | 0.00% | 996.4K | 38.33 | 0.18% |
| 68 | HD | The Home Depot,... | 346.36 | -0.69% | 2.45K | 0.00% | 992.74K | 254.08 | 0.18% |
| 69 | IWR | iShares Russell... | 89.42 | +0.30% | 11.23K | 0.00% | 989.87K | 76.63 | 0.18% |
| 70 | DHR | Danaher Corpora... | 194.44 | -0.67% | 3.55K | 0.00% | 987.25K | 208.59 | 0.18% |
| 71 | NVDA | NVIDIA Corporat... | 145.35 | +0.86% | 8.11K | 0.00% | 984.81K | 114.77 | 0.18% |
| 72 | MGK | Vanguard Mega C... | 350.22 | -0.27% | 3.04K | 0.00% | 978.73K | 110.7 | 0.18% |
| 73 | ACWV | iShares MSCI Gl... | 116.11 | -0.12% | 8.47K | 0.00% | 970.02K | 92.46 | 0.18% |
| 74 | FXR | First Trust Ind... | 71.41 | -0.19% | 12.13K | 0.00% | 919.35K | 49.71 | 0.17% |
| 75 | RPV | Invesco S&P 500... | 92.41 | +0.04% | 10.31K | 0.00% | 916.5K | 73.74 | 0.17% |
| 76 | DGRS | WisdomTree U.S.... | 45.71 | +0.35% | 16.69K | 0.00% | 860.24K | 40.27 | 0.16% |
| 77 | DE | Deere & Company | 524.91 | +0.34% | 2K | 0.00% | 834.83K | 347.94 | 0.15% |
| 78 | BIBL | Inspire 100 ESG... | 40.07 | -0.25% | 20.45K | 0.00% | 831.74K | 32.39 | 0.15% |
| 79 | ETN | Eaton Corporati... | 333.86 | +1.01% | 2.51K | 0.00% | 831.25K | 119.58 | 0.15% |
| 80 | SVAL | iShares US Smal... | 29.99 | +0.51% | 24.95K | 0.00% | 803.5K | 30.21 | 0.15% |
| 81 | META | Meta Platforms,... | 695.19 | -0.29% | 1.37K | 0.00% | 784.93K | 246.43 | 0.14% |
| 82 | WMT | Walmart Inc. | 95.10 | +0.90% | 9.7K | 0.00% | 783.11K | 48.91 | 0.14% |
| 83 | XMLV | Invesco S&P Mid... | 61.34 | +0.48% | 12.24K | 0.00% | 747.24K | 51.31 | 0.14% |
| 84 | GDX | VanEck Gold Min... | 53.06 | -0.83% | 18.51K | 0.00% | 736.95K | 32.49 | 0.13% |
| 85 | MLKN | MillerKnoll, In... | 16.95 | -0.09% | 29.4K | 0.00% | 727.97K | 25.87 | 0.13% |
| 86 | IEFA | iShares Core MS... | 81.08 | +0.21% | 9.2K | 0.00% | 717.83K | 72.62 | 0.13% |
| 87 | SCHV | Schwab U.S. Lar... | 27.07 | +0.13% | 8.76K | 0.00% | 703.64K | 17.09 | 0.13% |
| 88 | SUSA | iShares MSCI US... | 122.26 | -0.2% | 5.56K | 0.00% | 669.39K | 56.8 | 0.12% |
| 89 | ESG | FlexShares STOX... | 142.71 | +0.12% | 4.86K | 0.00% | 659.92K | 63.96 | 0.12% |
| 90 | DLN | WisdomTree U.S.... | 80.09 | -0.06% | 8.36K | 0.00% | 657.08K | 41.09 | 0.12% |
| 91 | PEP | PepsiCo, Inc. | 128.98 | -0.24% | 3.85K | 0.00% | 655.11K | 163.29 | 0.12% |
| 92 | ISMD | Inspire Small/M... | 34.66 | +0.12% | 17.26K | 0.00% | 654.15K | 26.96 | 0.12% |
| 93 | FTC | First Trust Lar... | 144.74 | +0.19% | 4.88K | 0.00% | 640.77K | 109.56 | 0.12% |
| 94 | VSGX | Vanguard ESG In... | 64.11 | +0.33% | 10.35K | 0.00% | 636.52K | 53.66 | 0.12% |
| 95 | TSM | Taiwan Semicond... | 213.47 | -0.2% | 3.61K | 0.00% | 627.47K | 151.67 | 0.11% |
| 96 | ESML | iShares ESG Awa... | 40.16 | +0.35% | 15K | 0.00% | 627.3K | 36.34 | 0.11% |
| 97 | BSCP | Invesco BulletS... | 20.73 | -0.02% | 30.31K | 0.00% | 625.94K | 20.14 | 0.11% |
| 98 | IWF | iShares Russell... | 405.89 | -0.16% | 1.61K | 0.00% | 605.11K | 111.66 | 0.11% |
| 99 | VT | Vanguard Total ... | 124.86 | +0.04% | 5.05K | 0.00% | 604.76K | 98.32 | 0.11% |
| 100 | VUG | Vanguard Growth... | 419.50 | -0.18% | 1.56K | 0.00% | 599.7K | 270.38 | 0.11% |
| 101 | V | Visa Inc. | 340.13 | -4.95% | 2.15K | 0.00% | 592.52K | 184.43 | 0.11% |
| 102 | NEE | NextEra Energy,... | 71.56 | -0.42% | 6.92K | 0.00% | 585.24K | 51.53 | 0.11% |
| 103 | GOOG | Alphabet Inc. | 174.09 | -1.77% | 3.49K | 0.00% | 583.66K | 89.9 | 0.11% |
| 104 | ESGG | FlexShares STOX... | 184.03 | +0.69% | 3.31K | 0.00% | 571.02K | 96.27 | 0.10% |
| 105 | ACN | Accenture plc | 305.95 | -1.95% | 1.61K | 0.00% | 570.52K | 224.87 | 0.10% |
| 106 | PECO | Phillips Edison... | 35.34 | +0.74% | 14.01K | 0.00% | 528.28K | 34.39 | 0.10% |
| 107 | IEMG | iShares Core MS... | 57.95 | +0.06% | 9.17K | 0.00% | 526.22K | 52.23 | 0.10% |
| 108 | GLD | SPDR Gold Share... | 310.33 | -0.52% | 2.15K | 0.00% | 521.61K | 159.33 | 0.10% |
| 109 | SCHM | Schwab U.S. Mid... | 27.35 | +0.40% | 6.2K | 0.00% | 515.16K | 19.37 | 0.09% |
| 110 | RFV | Invesco S&P Mid... | 119.22 | -0.32% | 4.29K | 0.00% | 508.15K | 81.99 | 0.09% |
| 111 | TSLA | Tesla, Inc. | 322.05 | +1.80% | 1.9K | 0.00% | 496.83K | 247.61 | 0.09% |
| 112 | IVAL | Alpha Architect... | 27.24 | +0.63% | 19.13K | 0.00% | 493.21K | 26.46 | 0.09% |
| 113 | SSUS | Day Hagan/Ned D... | 43.33 | -0.02% | 11.5K | 0.00% | 478.37K | 27.57 | 0.09% |
| 114 | TRGP | Targa Resources... | 169.37 | -0.17% | 3.02K | 0.00% | 446.3K | 79.05 | 0.08% |
| 115 | AMGN | Amgen Inc. | 289.47 | -0.2% | 1.35K | 0.00% | 436.6K | 220.79 | 0.08% |
| 116 | WFC | Wells Fargo & C... | 74.74 | +3.09% | 7.56K | 0.00% | 427.29K | 49.5 | 0.08% |
| 117 | PM | Philip Morris I... | 182.40 | -0.58% | 3.51K | 0.00% | 426.6K | 85.72 | 0.08% |
| 118 | LMT | Lockheed Martin... | 468.20 | -2.32% | 692 | 0.00% | 404.52K | 396.91 | 0.07% |
| 119 | INTC | Intel Corporati... | 21.50 | +3.34% | 16.91K | 0.00% | 396.66K | 42.32 | 0.07% |
| 120 | GUNR | FlexShares Morn... | 40.85 | -0.58% | 9.43K | 0.00% | 388.99K | 31.15 | 0.07% |
| 121 | JHMM | John Hancock Mu... | 59.53 | +0.29% | 6.4K | 0.00% | 385.34K | 55.59 | 0.07% |
| 122 | SCHF | Schwab Internat... | 21.66 | +0.21% | 9.3K | 0.00% | 382.62K | 18.89 | 0.07% |
| 123 | DFAI | Dimensional Int... | 34.12 | +0.15% | 11.19K | 0.00% | 355.68K | 28.64 | 0.07% |
| 124 | REGL | ProShares S&P M... | 80.15 | +0.26% | 4.22K | 0.00% | 345.19K | 69.68 | 0.06% |
| 125 | PFE | Pfizer Inc. | 23.87 | -0.54% | 11.86K | 0.00% | 343.26K | 35.54 | 0.06% |
| 126 | IWN | iShares Russell... | 153.45 | +0.50% | 2.06K | 0.00% | 343.11K | 157.14 | 0.06% |
| 127 | DFAT | Dimensional U.S... | 52.65 | +0.21% | 6.1K | 0.00% | 339.12K | 52.37 | 0.06% |
| 128 | MDY | SPDR S&P MIDCAP... | 553.80 | +0.32% | 590 | 0.00% | 336.1K | 457.54 | 0.06% |
| 129 | ACWX | iShares MSCI AC... | 59.26 | +0.08% | 5.74K | 0.00% | 328.33K | 45.91 | 0.06% |
| 130 | IVLU | iShares Edge MS... | 32.15 | +0.41% | 11.09K | 0.00% | 327.43K | 24.49 | 0.06% |
| 131 | KO | The Coca-Cola C... | 69.14 | -0.68% | 4.49K | 0.00% | 322.92K | 60.19 | 0.06% |
| 132 | ALL | The Allstate Co... | 195.62 | -1.3% | 1.67K | 0.00% | 317.1K | 141.24 | 0.06% |
| 133 | EEM | iShares MSCI Em... | 46.59 | -0.05% | 6.79K | 0.00% | 311.48K | 43.28 | 0.06% |
| 134 | MO | Altria Group, I... | 59.41 | +0.70% | 6.02K | 0.00% | 307.26K | 43.75 | 0.06% |
| 135 | LBRT | Liberty Energy ... | 13.15 | -2.63% | 16.03K | 0.00% | 305.98K | 14.75 | 0.06% |
| 136 | RPG | Invesco S&P 500... | 43.34 | +0.02% | 7.75K | 0.00% | 304.23K | 23.37 | 0.06% |
| 137 | UFPI | UFP Industries,... | 95.04 | +0.12% | 2.24K | 0.00% | 293.91K | 131.21 | 0.05% |
| 138 | ASML | ASML Holding N.... | 760.67 | +0.11% | 351 | 0.00% | 292.47K | 701.67 | 0.05% |
| 139 | GOOGL | Alphabet Inc. | 173.24 | -1.54% | 1.76K | 0.00% | 291.23K | 160.54 | 0.05% |
| 140 | CSCO | Cisco Systems, ... | 65.84 | +0.79% | 5.32K | 0.00% | 283.29K | 52.43 | 0.05% |
| 141 | AGG | iShares Core U.... | 98.13 | +0.07% | 2.79K | 0.00% | 282.64K | 99.55 | 0.05% |
| 142 | CRM | Salesforce, Inc... | 258.89 | -1.47% | 1.03K | 0.00% | 281.39K | 227.8 | 0.05% |
| 143 | SDOG | ALPS Sector Div... | 56.92 | -0.2% | 4.7K | 0.00% | 276.88K | 44.73 | 0.05% |
| 144 | EFV | iShares MSCI EA... | 62.12 | +0.30% | 4.79K | 0.00% | 275.86K | 49.87 | 0.05% |
| 145 | MBWM | Mercantile Bank... | 43.59 | +1.14% | 6.11K | 0.00% | 267.3K | 40.34 | 0.05% |
| 146 | AOK | iShares Core Co... | 38.39 | +0.08% | 6.87K | 0.00% | 265.75K | 36.83 | 0.05% |
| 147 | QMOM | Alpha Architect... | 62.72 | +0.30% | 4.05K | 0.00% | 259.9K | 49.86 | 0.05% |
| 148 | DSI | iShares MSCI KL... | 111.95 | -0.12% | 2.34K | 0.00% | 254.35K | 77.99 | 0.05% |
| 149 | AMD | Advanced Micro ... | 126.81 | -0.22% | 1.54K | 0.00% | 252.19K | 180.24 | 0.05% |
| 150 | AOA | iShares Core Ag... | 80.97 | +0.02% | 3.19K | 0.00% | 251.62K | 73.51 | 0.05% |