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... | 727455.00 | +0.97% | 113 | 0.00% | 78.1M | 210674.81 | 14.29% |
| 2 | IVV | iShares Core S&... | 628.62 | +0.83% | 114.27K | 0.00% | 65.91M | 323.62 | 12.06% |
| 3 | VOXX | VOXX Internatio... | 7.50 | 0.00% | 6.46M | 0.00% | 41.11M | 7.9 | 7.52% |
| 4 | USMV | iShares MSCI US... | 94.16 | +0.84% | 250.57K | 0.00% | 22.88M | 59.15 | 4.19% |
| 5 | BRK-B | Berkshire Hatha... | 485.00 | +0.94% | 42.64K | 0.00% | 19.63M | 222.49 | 3.59% |
| 6 | QUAL | iShares MSCI US... | 184.97 | +0.56% | 103.97K | 0.00% | 18.64M | 84.19 | 3.41% |
| 7 | DGRO | iShares Core Di... | 65.22 | +0.48% | 261K | 0.00% | 16.36M | 41.15 | 2.99% |
| 8 | MTUM | iShares MSCI US... | 239.37 | +1.04% | 58.48K | 0.00% | 11.86M | 84.17 | 2.17% |
| 9 | GNTX | Gentex Corporat... | 23.13 | -0.37% | 398.37K | 0.00% | 11.83M | 18.22 | 2.16% |
| 10 | DFSV | Dimensional US ... | 30.86 | +0.55% | 382.05K | 0.00% | 11.77M | 29.73 | 2.15% |
| 11 | ABBV | AbbVie Inc. | 189.28 | -0.77% | 49.6K | 0.00% | 9.8M | 60.15 | 1.79% |
| 12 | IAU | iShares Gold Tr... | 62.87 | -0.7% | 158.87K | 0.00% | 7.9M | 36.94 | 1.45% |
| 13 | ITOT | iShares Core S&... | 136.82 | +0.77% | 60.39K | 0.00% | 7.59M | 81.98 | 1.39% |
| 14 | RSP | Invesco S&P 500... | 185.18 | +0.48% | 41.82K | 0.00% | 7.49M | 128.35 | 1.37% |
| 15 | EFAV | iShares MSCI EA... | 84.09 | -0.27% | 95.33K | 0.00% | 7.31M | 69.69 | 1.34% |
| 16 | SPHQ | Invesco S&P 500... | 72.11 | +0.53% | 101.77K | 0.00% | 6.85M | 33.81 | 1.25% |
| 17 | QVAL | Alpha Architect... | 44.85 | +0.38% | 138.31K | 0.00% | 6.38M | 41.26 | 1.17% |
| 18 | AAPL | Apple Inc. | 213.34 | +0.42% | 25.66K | 0.00% | 5.98M | 96.19 | 1.09% |
| 19 | SPY | SPDR S&P 500 ET... | 625.05 | +0.74% | 10.12K | 0.00% | 5.8M | 282.65 | 1.06% |
| 20 | EEMV | iShares MSCI Em... | 63.33 | +0.38% | 92.5K | 0.00% | 5.8M | 58.11 | 1.06% |
| 21 | SHY | iShares 1-3 Yea... | 82.41 | -0.12% | 68.78K | 0.00% | 5.72M | 81.72 | 1.05% |
| 22 | VLUE | iShares MSCI US... | 115.80 | +0.54% | 49.2K | 0.00% | 5.36M | 74.49 | 0.98% |
| 23 | ABT | Abbott Laborato... | 134.44 | +0.25% | 44.91K | 0.00% | 5.12M | 47.67 | 0.94% |
| 24 | ITA | iShares U.S. Ae... | 186.86 | +1.15% | 32.12K | 0.00% | 4.81M | 115.3 | 0.88% |
| 25 | IGV | iShares Expande... | 111.27 | +2.27% | 53.35K | 0.00% | 4.77M | 69.64 | 0.87% |
| 26 | ITB | iShares U.S. Ho... | 96.36 | -1.74% | 37.45K | 0.00% | 4.76M | 70.29 | 0.87% |
| 27 | IYJ | iShares U.S. In... | 144.93 | +0.80% | 35.56K | 0.00% | 4.75M | 132.91 | 0.87% |
| 28 | IAI | iShares U.S. Br... | 171.69 | +0.43% | 36.8K | 0.00% | 4.73M | 128.56 | 0.87% |
| 29 | IAK | iShares U.S. In... | 132.71 | +1.22% | 36.29K | 0.00% | 4.68M | 83.87 | 0.86% |
| 30 | VTV | Vanguard Value ... | 179.63 | +0.53% | 26.25K | 0.00% | 4.58M | 115.86 | 0.84% |
| 31 | DFAS | Dimensional U.S... | 65.87 | +0.76% | 66.95K | 0.00% | 4.34M | 61.5 | 0.79% |
| 32 | VOO | Vanguard 500 In... | 574.48 | +0.73% | 8.19K | 0.00% | 4.32M | 327.22 | 0.79% |
| 33 | MSFT | Microsoft Corpo... | 498.62 | +1.53% | 9.19K | 0.00% | 3.95M | 193.63 | 0.72% |
| 34 | ACWI | iShares MSCI AC... | 129.79 | +0.57% | 30.7K | 0.00% | 3.67M | 76.63 | 0.67% |
| 35 | IJR | iShares Core S&... | 113.08 | +0.54% | 31.15K | 0.00% | 3.64M | 88.81 | 0.67% |
| 36 | ESGV | Vanguard ESG U.... | 111.01 | +0.88% | 31.57K | 0.00% | 3.21M | 69.58 | 0.59% |
| 37 | IQLT | iShares MSCI In... | 43.18 | -0.08% | 73.89K | 0.00% | 3.07M | 28.63 | 0.56% |
| 38 | CL | Colgate-Palmoli... | 92.78 | +0.41% | 28.52K | 0.00% | 2.96M | 67.36 | 0.54% |
| 39 | AMZN | Amazon.com, Inc... | 222.99 | +1.40% | 14.59K | 0.00% | 2.72M | 123.09 | 0.50% |
| 40 | BOXX | Alpha Architect... | 112.71 | +0.04% | 24.21K | 0.00% | 2.64M | 107.33 | 0.48% |
| 41 | JPM | JPMorgan Chase ... | 295.86 | +1.32% | 11.35K | 0.00% | 2.39M | 109.63 | 0.44% |
| 42 | PG | The Procter & G... | 160.83 | -0.23% | 13.61K | 0.00% | 2.36M | 101.94 | 0.43% |
| 43 | WPM | Wheaton Preciou... | 90.37 | +0.76% | 38.11K | 0.00% | 2.33M | 55.24 | 0.43% |
| 44 | IJH | iShares Core S&... | 63.83 | +0.65% | 36.12K | 0.00% | 2.25M | 42.18 | 0.41% |
| 45 | MIY | BlackRock MuniY... | 11.07 | +0.27% | 176.36K | 0.00% | 2.12M | 13.82 | 0.39% |
| 46 | DON | WisdomTree U.S.... | 51.63 | +0.41% | 40.92K | 0.00% | 2.09M | 27.75 | 0.38% |
| 47 | VOE | Vanguard Mid-Ca... | 167.42 | +0.25% | 11.07K | 0.00% | 1.86M | 100.85 | 0.34% |
| 48 | JNJ | Johnson & Johns... | 156.01 | +0.29% | 10.98K | 0.00% | 1.78M | 129.87 | 0.33% |
| 49 | SOFI | SoFi Technologi... | 18.55 | +2.37% | 224.58K | 0.00% | 1.77M | 7.41 | 0.32% |
| 50 | DNL | WisdomTree Glob... | 40.48 | -0.02% | 43.8K | 0.00% | 1.73M | 29.16 | 0.32% |
| 51 | CZA | Invesco Zacks M... | 108.31 | +0.38% | 15.79K | 0.00% | 1.71M | 66.74 | 0.31% |
| 52 | SYK | Stryker Corpora... | 395.28 | +0.89% | 4.73K | 0.00% | 1.71M | 175.66 | 0.31% |
| 53 | IYE | iShares U.S. En... | 46.37 | +0.24% | 35.74K | 0.00% | 1.66M | 46.34 | 0.30% |
| 54 | AIVL | WisdomTree U.S.... | 114.39 | +0.70% | 14.47K | 0.00% | 1.61M | 74.23 | 0.29% |
| 55 | EFA | iShares MSCI EA... | 89.53 | +0.04% | 18.43K | 0.00% | 1.54M | 70.42 | 0.28% |
| 56 | QQQ | Invesco QQQ Tru... | 555.86 | +0.92% | 2.59K | 0.00% | 1.26M | 318.56 | 0.23% |
| 57 | DIA | SPDR Dow Jones ... | 448.09 | +0.76% | 2.98K | 0.00% | 1.26M | 332.54 | 0.23% |
| 58 | WTFC | Wintrust Financ... | 131.92 | +1.24% | 11.6K | 0.00% | 1.26M | 108.53 | 0.23% |
| 59 | VWO | Vanguard Emergi... | 50.00 | +0.40% | 25.71K | 0.00% | 1.23M | 45.64 | 0.23% |
| 60 | DGRW | WisdomTree U.S.... | 85.22 | +0.61% | 14.18K | 0.00% | 1.18M | 55.2 | 0.22% |
| 61 | VIG | Vanguard Divide... | 207.81 | +0.65% | 5.83K | 0.00% | 1.15M | 125.59 | 0.21% |
| 62 | CAT | Caterpillar Inc... | 397.86 | -0.14% | 2.92K | 0.00% | 1.14M | 221.43 | 0.21% |
| 63 | HBAN | Huntington Banc... | 17.54 | +0.83% | 77.03K | 0.00% | 1.13M | 13.98 | 0.21% |
| 64 | XOM | Exxon Mobil Cor... | 112.20 | +1.04% | 9.28K | 0.00% | 1.09M | 66.61 | 0.20% |
| 65 | IWM | iShares Russell... | 223.03 | +0.91% | 4.92K | 0.00% | 1.09M | 165.04 | 0.20% |
| 66 | IWV | iShares Russell... | 355.94 | +0.86% | 3.19K | 0.00% | 1.04M | 295.93 | 0.19% |
| 67 | MCD | McDonald's Corp... | 294.08 | -0.19% | 3.41K | 0.00% | 1.04M | 250.73 | 0.19% |
| 68 | AIRR | First Trust RBA... | 84.32 | +0.96% | 13.34K | 0.00% | 996.4K | 38.33 | 0.18% |
| 69 | HD | The Home Depot,... | 371.68 | -0.05% | 2.45K | 0.00% | 992.74K | 254.08 | 0.18% |
| 70 | IWR | iShares Russell... | 93.72 | +0.59% | 11.23K | 0.00% | 989.87K | 76.63 | 0.18% |
| 71 | DHR | Danaher Corpora... | 203.20 | +0.35% | 3.55K | 0.00% | 987.25K | 208.59 | 0.18% |
| 72 | NVDA | NVIDIA Corporat... | 159.21 | +1.25% | 8.11K | 0.00% | 984.81K | 114.77 | 0.18% |
| 73 | MGK | Vanguard Mega C... | 369.06 | +1.07% | 3.04K | 0.00% | 978.73K | 110.7 | 0.18% |
| 74 | ACWV | iShares MSCI Gl... | 118.82 | +0.41% | 8.47K | 0.00% | 970.02K | 92.46 | 0.18% |
| 75 | FXR | First Trust Ind... | 76.79 | +0.44% | 12.13K | 0.00% | 919.35K | 49.71 | 0.17% |
| 76 | RPV | Invesco S&P 500... | 94.95 | +0.21% | 10.31K | 0.00% | 916.5K | 73.74 | 0.17% |
| 77 | DGRS | WisdomTree U.S.... | 48.95 | +0.45% | 16.69K | 0.00% | 860.24K | 40.27 | 0.16% |
| 78 | DE | Deere & Company | 520.97 | +0.13% | 2K | 0.00% | 834.83K | 347.94 | 0.15% |
| 79 | BIBL | Inspire 100 ESG... | 42.01 | +0.65% | 20.45K | 0.00% | 831.74K | 32.39 | 0.15% |
| 80 | ETN | Eaton Corporati... | 362.22 | +1.13% | 2.51K | 0.00% | 831.25K | 119.58 | 0.15% |
| 81 | SVAL | iShares US Smal... | 32.68 | +0.86% | 24.95K | 0.00% | 803.5K | 30.21 | 0.15% |
| 82 | META | Meta Platforms,... | 717.83 | +0.60% | 1.37K | 0.00% | 784.93K | 246.43 | 0.14% |
| 83 | WMT | Walmart Inc. | 98.36 | +0.77% | 9.7K | 0.00% | 783.11K | 48.91 | 0.14% |
| 84 | XMLV | Invesco S&P Mid... | 62.65 | +0.50% | 12.24K | 0.00% | 747.24K | 51.31 | 0.14% |
| 85 | GDX | VanEck Gold Min... | 52.91 | +0.47% | 18.51K | 0.00% | 736.95K | 32.49 | 0.13% |
| 86 | MLKN | MillerKnoll, In... | 21.21 | +0.66% | 29.4K | 0.00% | 727.97K | 25.87 | 0.13% |
| 87 | IEFA | iShares Core MS... | 83.55 | +0.02% | 9.2K | 0.00% | 717.83K | 72.62 | 0.13% |
| 88 | SCHV | Schwab U.S. Lar... | 28.16 | +0.52% | 8.76K | 0.00% | 703.64K | 17.09 | 0.13% |
| 89 | SUSA | iShares MSCI US... | 128.09 | +0.66% | 5.56K | 0.00% | 669.39K | 56.8 | 0.12% |
| 90 | ESG | FlexShares STOX... | 147.41 | +0.21% | 4.86K | 0.00% | 659.92K | 63.96 | 0.12% |
| 91 | DLN | WisdomTree U.S.... | 83.44 | +0.52% | 8.36K | 0.00% | 657.08K | 41.09 | 0.12% |
| 92 | PEP | PepsiCo, Inc. | 135.50 | -0.72% | 3.85K | 0.00% | 655.11K | 163.29 | 0.12% |
| 93 | ISMD | Inspire Small/M... | 37.10 | +0.82% | 17.26K | 0.00% | 654.15K | 26.96 | 0.12% |
| 94 | FTC | First Trust Lar... | 151.77 | +0.98% | 4.88K | 0.00% | 640.77K | 109.56 | 0.12% |
| 95 | VSGX | Vanguard ESG In... | 65.88 | +0.43% | 10.35K | 0.00% | 636.52K | 53.66 | 0.12% |
| 96 | TSM | Taiwan Semicond... | 235.18 | +0.68% | 3.61K | 0.00% | 627.47K | 151.67 | 0.11% |
| 97 | ESML | iShares ESG Awa... | 42.52 | +0.76% | 15K | 0.00% | 627.3K | 36.34 | 0.11% |
| 98 | BSCP | Invesco BulletS... | 20.70 | +0.05% | 30.31K | 0.00% | 625.94K | 20.14 | 0.11% |
| 99 | IWF | iShares Russell... | 428.27 | +1.12% | 1.61K | 0.00% | 605.11K | 111.66 | 0.11% |
| 100 | VT | Vanguard Total ... | 129.79 | +0.53% | 5.05K | 0.00% | 604.76K | 98.32 | 0.11% |
| 101 | VUG | Vanguard Growth... | 441.98 | +1.08% | 1.56K | 0.00% | 599.7K | 270.38 | 0.11% |
| 102 | V | Visa Inc. | 358.86 | +1.31% | 2.15K | 0.00% | 592.52K | 184.43 | 0.11% |
| 103 | NEE | NextEra Energy,... | 73.88 | +1.18% | 6.92K | 0.00% | 585.24K | 51.53 | 0.11% |
| 104 | GOOG | Alphabet Inc. | 180.37 | +0.34% | 3.49K | 0.00% | 583.66K | 89.9 | 0.11% |
| 105 | ESGG | FlexShares STOX... | 189.08 | +0.59% | 3.31K | 0.00% | 571.02K | 96.27 | 0.10% |
| 106 | ACN | Accenture plc | 304.78 | +0.82% | 1.61K | 0.00% | 570.52K | 224.87 | 0.10% |
| 107 | PECO | Phillips Edison... | 35.21 | +0.40% | 14.01K | 0.00% | 528.28K | 34.39 | 0.10% |
| 108 | IEMG | iShares Core MS... | 60.59 | +0.45% | 9.17K | 0.00% | 526.22K | 52.23 | 0.10% |
| 109 | GLD | SPDR Gold Share... | 307.12 | -0.69% | 2.15K | 0.00% | 521.61K | 159.33 | 0.10% |
| 110 | SCHM | Schwab U.S. Mid... | 28.70 | +0.51% | 6.2K | 0.00% | 515.16K | 19.37 | 0.09% |
| 111 | RFV | Invesco S&P Mid... | 127.56 | +0.60% | 4.29K | 0.00% | 508.15K | 81.99 | 0.09% |
| 112 | TSLA | Tesla, Inc. | 315.05 | -0.19% | 1.9K | 0.00% | 496.83K | 247.61 | 0.09% |
| 113 | IVAL | Alpha Architect... | 27.94 | -0.21% | 19.13K | 0.00% | 493.21K | 26.46 | 0.09% |
| 114 | SSUS | Day Hagan/Ned D... | 45.48 | +0.76% | 11.5K | 0.00% | 478.37K | 27.57 | 0.09% |
| 115 | TRGP | Targa Resources... | 173.52 | -0.15% | 3.02K | 0.00% | 446.3K | 79.05 | 0.08% |
| 116 | AMGN | Amgen Inc. | 298.52 | +0.56% | 1.35K | 0.00% | 436.6K | 220.79 | 0.08% |
| 117 | WFC | Wells Fargo & C... | 83.60 | +1.51% | 7.56K | 0.00% | 427.29K | 49.5 | 0.08% |
| 118 | PM | Philip Morris I... | 178.88 | +1.69% | 3.51K | 0.00% | 426.6K | 85.72 | 0.08% |
| 119 | LMT | Lockheed Martin... | 462.52 | -0.01% | 692 | 0.00% | 404.52K | 396.91 | 0.07% |
| 120 | INTC | Intel Corporati... | 22.46 | +2.65% | 16.91K | 0.00% | 396.66K | 42.32 | 0.07% |
| 121 | GUNR | FlexShares Morn... | 41.14 | -0.01% | 9.43K | 0.00% | 388.99K | 31.15 | 0.07% |
| 122 | JHMM | John Hancock Mu... | 62.42 | +0.61% | 6.4K | 0.00% | 385.34K | 55.59 | 0.07% |
| 123 | SCHF | Schwab Internat... | 22.18 | +0.18% | 9.3K | 0.00% | 382.62K | 18.89 | 0.07% |
| 124 | DFAI | Dimensional Int... | 34.69 | +0.04% | 11.19K | 0.00% | 355.68K | 28.64 | 0.07% |
| 125 | REGL | ProShares S&P M... | 83.70 | +0.38% | 4.22K | 0.00% | 345.19K | 69.68 | 0.06% |
| 126 | PFE | Pfizer Inc. | 25.39 | +0.30% | 11.86K | 0.00% | 343.26K | 35.54 | 0.06% |
| 127 | IWN | iShares Russell... | 164.95 | +0.73% | 2.06K | 0.00% | 343.11K | 157.14 | 0.06% |
| 128 | DFAT | Dimensional U.S... | 56.35 | +0.45% | 6.1K | 0.00% | 339.12K | 52.37 | 0.06% |
| 129 | MDY | SPDR S&P MIDCAP... | 582.43 | +0.53% | 590 | 0.00% | 336.1K | 457.54 | 0.06% |
| 130 | ACWX | iShares MSCI AC... | 61.25 | +0.26% | 5.74K | 0.00% | 328.33K | 45.91 | 0.06% |
| 131 | IVLU | iShares Edge MS... | 33.17 | +0.14% | 11.09K | 0.00% | 327.43K | 24.49 | 0.06% |
| 132 | KO | The Coca-Cola C... | 71.35 | +0.62% | 4.49K | 0.00% | 322.92K | 60.19 | 0.06% |
| 133 | ALL | The Allstate Co... | 198.00 | +1.70% | 1.67K | 0.00% | 317.1K | 141.24 | 0.06% |
| 134 | EEM | iShares MSCI Em... | 48.74 | +0.42% | 6.79K | 0.00% | 311.48K | 43.28 | 0.06% |
| 135 | MO | Altria Group, I... | 59.65 | +0.81% | 6.02K | 0.00% | 307.26K | 43.75 | 0.06% |
| 136 | LBRT | Liberty Energy ... | 12.08 | -1.39% | 16.03K | 0.00% | 305.98K | 14.75 | 0.06% |
| 137 | RPG | Invesco S&P 500... | 46.32 | +1.33% | 7.75K | 0.00% | 304.23K | 23.37 | 0.06% |
| 138 | UFPI | UFP Industries,... | 105.76 | -0.68% | 2.24K | 0.00% | 293.91K | 131.21 | 0.05% |
| 139 | ASML | ASML Holding N.... | 794.45 | -0.64% | 351 | 0.00% | 292.47K | 701.67 | 0.05% |
| 140 | GOOGL | Alphabet Inc. | 179.23 | +0.33% | 1.76K | 0.00% | 291.23K | 160.54 | 0.05% |
| 141 | CSCO | Cisco Systems, ... | 69.25 | +0.96% | 5.32K | 0.00% | 283.29K | 52.43 | 0.05% |
| 142 | AGG | iShares Core U.... | 98.47 | -0.2% | 2.79K | 0.00% | 282.64K | 99.55 | 0.05% |
| 143 | CRM | Salesforce, Inc... | 272.15 | +1.09% | 1.03K | 0.00% | 281.39K | 227.8 | 0.05% |
| 144 | SDOG | ALPS Sector Div... | 59.12 | +0.11% | 4.7K | 0.00% | 276.88K | 44.73 | 0.05% |
| 145 | EFV | iShares MSCI EA... | 63.95 | +0.10% | 4.79K | 0.00% | 275.86K | 49.87 | 0.05% |
| 146 | MBWM | Mercantile Bank... | 49.81 | +1.72% | 6.11K | 0.00% | 267.3K | 40.34 | 0.05% |
| 147 | AOK | iShares Core Co... | 38.92 | -0.17% | 6.87K | 0.00% | 265.75K | 36.83 | 0.05% |
| 148 | QMOM | Alpha Architect... | 64.15 | +0.88% | 4.05K | 0.00% | 259.9K | 49.86 | 0.05% |
| 149 | DSI | iShares MSCI KL... | 117.66 | +0.78% | 2.34K | 0.00% | 254.35K | 77.99 | 0.05% |
| 150 | AMD | Advanced Micro ... | 137.79 | -0.53% | 1.54K | 0.00% | 252.19K | 180.24 | 0.05% |