Universe · entity
Well Done, LLC
Institutional manager (13F) · CIK 1667132
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $582M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | $80M | 112 |
| 2 | ISHARES TR | $80M | 122,372 |
| 3 | AMERICAN CENTY ETF TR | $26M | 339,426 |
| 4 | BERKSHIRE HATHAWAY INC DEL | $24M | 50,694 |
| 5 | ISHARES TR | $24M | 359,539 |
| 6 | ISHARES TR | $21M | 228,169 |
| 7 | VANGUARD INDEX FDS | $18M | 91,279 |
| 8 | DIMENSIONAL ETF TRUST | $16M | 468,270 |
| 9 | ISHARES TR | $16M | 82,502 |
| 10 | ISHARES TR | $15M | 220,184 |
| 11 | DIMENSIONAL ETF TRUST | $15M | 380,405 |
| 12 | ISHARES GOLD TR | $15M | 167,790 |
| 13 | EA SERIES TRUST | $14M | 121,520 |
| 14 | ISHARES TR | $12M | 51,056 |
| 15 | ABBVIE INC | $10M | 48,248 |
| 16 | ISHARES TR | $9M | 40,468 |
| 17 | ISHARES TR | $9M | 61,998 |
| 18 | ISHARES TR | $8M | 49,730 |
| 19 | EA SERIES TRUST | $8M | 152,531 |
| 20 | EA SERIES TRUST | $8M | 284,915 |
| 21 | ISHARES TR | $8M | 271,745 |
| 22 | GENTEX CORP | $8M | 357,699 |
| 23 | ISHARES TR | $8M | 52,690 |
| 24 | INVESCO EXCH TRADED FD TR II | $8M | 214,430 |
| 25 | ISHARES TR | $7M | 88,181 |
| 26 | STATE STR SPDR S&P 500 ETF T | $7M | 11,066 |
| 27 | ISHARES TR | $7M | 21,529 |
| 28 | ISHARES TR | $7M | 75,724 |
| 29 | INVESCO EXCHANGE TRADED FD T | $7M | 88,689 |
| 30 | ISHARES INC | $7M | 83,060 |
| 31 | INVESCO EXCHANGE TRADED FD T | $6M | 31,871 |
| 32 | APPLE INC | $6M | 22,335 |
| 33 | ISHARES TR | $6M | 39,520 |
| 34 | DIMENSIONAL ETF TRUST | $5M | 72,366 |
| 35 | ISHARES INC | $5M | 78,350 |
| 36 | ABBOTT LABORATORIES | $5M | 44,809 |
| 37 | ISHARES TR | $4M | 31,723 |
| 38 | VANGUARD INDEX FDS | $4M | 6,995 |
| 39 | AMAZON COM INC | $4M | 19,418 |
| 40 | SOFI TECHNOLOGIES INC | $4M | 252,100 |
| 41 | VANGUARD WORLD FD | $4M | 32,249 |
| 42 | ISHARES TR | $4M | 28,461 |
| 43 | MICROSOFT CORP | $4M | 9,558 |
| 44 | JPMORGAN CHASE & CO | $3M | 11,099 |
| 45 | ISHARES SILVER TR | $3M | 47,506 |
| 46 | T ROWE PRICE ETF INC | $3M | 56,905 |
| 47 | AMERICAN CENTY ETF TR | $3M | 34,275 |
| 48 | VANGUARD INTL EQUITY INDEX F | $3M | 18,447 |
| 49 | JOHNSON & JOHNSON | $2M | 9,871 |
| 50 | COLGATE PALMOLIVE CO | $2M | 27,800 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.