Fund HoldingsWell Done, LLC

Total Portfolio Value
$451.25M
Total Bought
$14.22M
Total Sold
$34.76M
Net Transaction
-$20.54M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR011,086+11,08603,7830.84%+3,783
ISHARES SILVER TR(SLV)0185,312+185,31203,7690.84%+3,769
BERKSHIRE HATHAWAY INC DEL118118061,10262,71413.90%+1,613
GENTEX CORP(GNTX)532,737521,488-11,24915,58816,9693.76%+1,381
ABBVIE INC(ABBV)50,07850,128+506,7477,4721.66%+725
BERKSHIRE HATHAWAY INC DEL36,49937,496+99712,44613,1352.91%+689
SOFI TECHNOLOGIES INC(SOFI)94,161172,853+78,6927851,3810.31%+596
TESLA INC(TSLA)02,190+2,19005480.12%+548
INTEL CORP(INTC)017,803+17,80306330.14%+633
NORTHERN LTS FD TR IV
INSPIRE GBL HOPE
010,386+10,38603310.07%+331
VOXX INTL CORP87,808173,808+86,0001,0961,3870.31%+291
ISHARES TR0914+91402240.05%+224
NORTHERN LTS FD TR IV
INSPIRE 100 ETF
17,91225,711+7,7995898040.18%+215
CONOCOPHILLIPS(COP)01,705+1,70502040.05%+204
INTERNATIONAL BUSINESS MACHS(IBM)01,437+1,43702020.04%+202
EMERSON ELEC CO(EMR)02,072+2,07202000.04%+200
ISHARES TR09,453+9,45304440.10%+444
MILLERKNOLL INC(MLKN)36,50628,589-7,9175406990.15%+159
EXXON MOBIL CORP12,33912,436+971,3231,4620.32%+139
AMGEN INC(AMGN)2,2802,273-75066110.14%+105
MICROSOFT CORP(MSFT)9,54510,615+1,0703,2513,3520.74%+101
SPDR S&P 500 ETF TR(SPY)10,13810,717+5794,4944,5811.02%+87
ISHARES TR46,15145,186-9654,0564,1410.92%+85
ALPHABET INC(GOOG)03,931+3,93105180.11%+518
CATERPILLAR INC(CAT)2,6712,677+66577310.16%+74
LIBERTY ENERGY INC(LBRT)013,500+13,50002500.06%+250
EA SERIES TRUST
US QUAN VALUE
24,08024,198+1188338980.20%+65
AMAZON COM INC(AMZN)14,02614,775+7491,8281,8780.42%+50
STEELCASE INC012,210+12,21001360.03%+136
OCCIDENTAL PETE CORP(OXY)06,109+6,10903960.09%+396
NORTHERN LTS FD TR IV
INSPIRE SML/ MID
16,58718,722+2,1355335690.13%+36
EATON CORP PLC(ETN)2,6222,62205275590.12%+32
AUTOMATIC DATA PROCESSING IN01,388+1,38803340.07%+334
TARGA RES CORP(TRGP)02,778+2,77802380.05%+238
ISHARES U S ETF TR
GSCI CMDTY STGY
09,886+9,88602880.06%+288
SELECT SECTOR SPDR TR
ST STR ENERG ETF
02,754+2,75402490.06%+249
CHEVRON CORP NEW(CVX)02,383+2,38304020.09%+402
SCHWAB STRATEGIC TR09,305+9,30503160.07%+316
UBER TECHNOLOGIES INC(UBER)08,578+8,57803950.09%+395
DANAHER CORPORATION(DHR)2,2522,25205405590.12%+18
ISHARES GOLD TR(IAU)161,534168,449+6,9155,8785,8941.31%+16
META PLATFORMS INC(META)01,262+1,26203790.08%+379
WHEATON PRECIOUS METALS CORP(WPM)08,102+8,10203290.07%+329
SPDR GOLD TR(GLD)02,388+2,38804090.09%+409
CISCO SYS INC(CSCO)04,489+4,48902410.05%+241
WALMART INC(WMT)02,931+2,93104690.10%+469
ADOBE INC(ADBE)0416+41602120.05%+212
NEWELL BRANDS INC(NWL)015,362+15,36201390.03%+139
FLEXSHARES TR
MORNSTAR UPSTR
09,430+9,43003810.08%+381
CEA INDUSTRIES INC017,000+17,000000.00%0
ISHARES TR
MSCI INTL VLU FT
012,005+12,00503040.07%+304
ISHARES TR07,871+7,87103850.09%+385
MERCK & CO INC(MRK)01,946+1,94602000.04%+200
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
06,984+6,98402380.05%+238
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
09,770+9,77002950.07%+295
EA SERIES TRUST
INTL QUAN VALUE
019,927+19,92704700.10%+470
JPMORGAN CHASE & CO(JPM)11,19411,19401,6281,6230.36%-5
DOW INC(DOW)06,272+6,27203230.07%+323
ISHARES TR02,635+2,63502150.05%+215
ACCENTURE PLC IRELAND
SHS CLASS A
1,8561,839-175735650.13%-8
SPDR DOW JONES INDL AVERAGE(DIA)01,173+1,17303930.09%+393
SPDR S&P MIDCAP 400 ETF TR(MDY)0500+50002280.05%+228
FLEXSHARES TR
STOX US ESG SLCT
4,8034,816+135195080.11%-12
ISHARES TR03,069+3,06902130.05%+213
WELLS FARGO CO NEW(WFC)06,765+6,76502760.06%+276
VANGUARD STAR FDS05,128+5,12802740.06%+274
ALPS ETF TR
SECTR DIV DOGS
04,678+4,67802200.05%+220
VANGUARD INDEX FDS01,169+1,16902210.05%+221
VANGUARD INDEX FDS01,358+1,35803700.08%+370
ISHARES TR02,767+2,76703750.08%+375
SALESFORCE INC(CRM)01,362+1,36202760.06%+276
PROSHARES TR
S&P MDCP 400 DIV
04,221+4,22102820.06%+282
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
06,401+6,40103030.07%+303
FLEXSHARES TR
STOX GBL ESG SLT
03,253+3,25304390.10%+439
ISHARES TR1,7531,75304824660.10%-16
COCA COLA CO(KO)03,753+3,75302100.05%+210
PHILIP MORRIS INTL INC(PM)03,323+3,32303080.07%+308
WISDOMTREE TR(WT)8,3648,36405325140.11%-18
VISA INC(V)2,1622,148-145134940.11%-19
VANGUARD WORLD FD10,28710,440+1535465270.12%-20
ISHARES TR5,4865,48605144940.11%-20
HOME DEPOT INC(HD)2,0922,083-96506290.14%-20
SCHWAB STRATEGIC TR06,200+6,20004200.09%+420
FARMLAND PARTNERS INC010,670+10,67001090.02%+109
INVESCO EXCHANGE TRADED FD T
S&P MDCP400 VL
04,565+4,56504500.10%+450
SCHWAB STRATEGIC TR8,7558,75505875640.13%-23
WISDOMTREE TR(WT)18,62418,62407907670.17%-23
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
13,07313,255+1827867610.17%-24
INVESCO EXCH TRADED FD TR II05,149+5,14903030.07%+303
INVESCO EXCH TRD SLF IDX FD31,53230,312-1,2206356100.14%-25
VANGUARD INTL EQUITY INDEX F03,993+3,99303720.08%+372
VANGUARD WORLD FD3,3093,30907797510.17%-28
VANGUARD INDEX FDS10,28310,592+3094,1884,1590.92%-29
ISHARES TR20,23520,23508007680.17%-33
LOCKHEED MARTIN CORP(LMT)0658+65802690.06%+269
PFIZER INC(PFE)09,767+9,76703240.07%+324
STRATEGY SHS
DAY HAGAN SMART
27,94227,941-19929530.21%-39
3M CO(MMM)6,1236,12306135730.13%-40
VANECK ETF TRUST
GOLD MINERS ETF
012,870+12,87003460.08%+346
ISHARES TR3,9783,974-47457020.16%-43
Page 1 of 1