Well Done

Well Done as of March 31, 2026

Portfolio Holdings for Well Done

Well Done holds 197 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl A (BRK.A) 11.8 $80M 112.00 718140.00
Ishares Tr Core S&p500 Etf (IVV) 11.7 $80M 122k 653.21
American Centy Etf Tr Avantis Us Larg (AVLC) 3.9 $26M 339k 77.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.6 $24M 51k 479.20
Ishares Tr Core S&p Mcp Etf (IJH) 3.6 $24M 360k 67.53
Ishares Tr Msci Usa Min Vol (USMV) 3.1 $21M 228k 92.74
Vanguard Index Fds Value Etf (VTV) 2.6 $18M 91k 196.20
Dimensional Etf Trust Us Small Cap Val (DFSV) 2.4 $16M 468k 35.04
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.3 $16M 83k 191.81
Ishares Tr Core Div Grwth (DGRO) 2.3 $16M 220k 70.18
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.2 $15M 380k 38.96
Ishares Gold Tr Ishares New (IAU) 2.2 $15M 168k 88.16
Ea Series Trust Alpha Arch 1-3 (BOXX) 2.1 $14M 122k 116.29
Ishares Tr Msci Usa Mmentm (MTUM) 1.8 $12M 51k 239.99
Abbvie (ABBV) 1.5 $11M 48k 217.49
Ishares Tr Us Aer Def Etf (ITA) 1.3 $8.9M 41k 218.75
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $8.8M 62k 142.43
Ishares Tr Us Br Del Se Etf (IAI) 1.2 $8.2M 50k 164.18
Ea Series Trust Us Quan Value (QVAL) 1.2 $8.0M 153k 52.14
Ea Series Trust Towle Value Etf (TCV) 1.2 $7.9M 285k 27.73
Ishares Tr Us Oil Eq&sv Etf (IEZ) 1.2 $7.9M 272k 28.95
Gentex Corporation (GNTX) 1.1 $7.8M 358k 21.85
Ishares Tr Us Industrials (IYJ) 1.1 $7.8M 53k 147.54
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 1.1 $7.6M 214k 35.37
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.1 $7.3M 88k 82.57
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.1 $7.2M 11k 650.34
Ishares Tr Ishares Semicdtr (SOXX) 1.0 $7.1M 22k 328.66
Ishares Tr Msci Eafe Min Vl (EFAV) 1.0 $6.9M 76k 91.37
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.0 $6.7M 89k 75.19
Ishares Msci Gbl Gold Mn (RING) 1.0 $6.6M 83k 78.98
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.9 $6.1M 32k 191.92
Apple (AAPL) 0.8 $5.7M 22k 253.79
Ishares Tr Msci Usa Value (VLUE) 0.8 $5.6M 40k 142.19
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.8 $5.1M 72k 71.13
Ishares Msci Emerg Mrkt (EEMV) 0.7 $5.1M 78k 64.73
Abbott Laboratories (ABT) 0.7 $4.6M 45k 102.67
Ishares Tr Msci Acwi Etf (ACWI) 0.6 $4.4M 32k 138.37
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $4.2M 7.0k 597.55
Amazon (AMZN) 0.6 $4.0M 19k 208.27
Sofi Technologies (SOFI) 0.6 $4.0M 252k 15.88
Vanguard World Esg Us Stk Etf (ESGV) 0.5 $3.6M 32k 112.27
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $3.5M 29k 124.31
Microsoft Corporation (MSFT) 0.5 $3.5M 9.6k 370.15
JPMorgan Chase & Co. (JPM) 0.5 $3.3M 11k 294.16
Ishares Silver Tr Ishares (SLV) 0.5 $3.2M 48k 68.14
T Rowe Price Etf Intermediate Mun (TAXE) 0.4 $2.9M 57k 50.73
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.4 $2.8M 34k 80.61
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $2.6M 18k 138.32
Johnson & Johnson (JNJ) 0.4 $2.4M 9.9k 244.45
Colgate-Palmolive Company (CL) 0.3 $2.4M 28k 85.23
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $2.4M 7.0k 337.95
Ishares Tr Msci Intl Qualty (IQLT) 0.3 $2.3M 49k 46.23
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $2.2M 42k 52.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $2.0M 3.5k 577.18
Ishares Tr Core Msci Eafe (IEFA) 0.3 $2.0M 22k 90.53
Procter & Gamble Company (PG) 0.3 $1.9M 13k 144.44
Wisdomtree Tr Global Ex Us Qua (DNL) 0.3 $1.8M 45k 40.37
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $1.8M 9.8k 184.28
Ishares Tr Msci Eafe Etf (EFA) 0.3 $1.8M 18k 97.13
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $1.7M 18k 97.23
Invesco Exchange Traded Fd T Zacks Mid Cap (CZA) 0.3 $1.7M 16k 110.15
Caterpillar (CAT) 0.2 $1.6M 2.3k 708.46
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.2 $1.6M 44k 36.81
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.2 $1.5M 13k 115.71
Stryker Corporation (SYK) 0.2 $1.5M 4.5k 328.59
Ishares Core Msci Emkt (IEMG) 0.2 $1.5M 21k 69.75
Ishares Tr Russell 3000 Etf (IWV) 0.2 $1.5M 3.9k 370.68
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.2 $1.5M 13k 110.78
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $1.4M 6.4k 215.06
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.4M 5.5k 247.99
Exxon Mobil Corporation (XOM) 0.2 $1.3M 7.7k 169.67
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.3M 2.9k 430.29
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.2 $1.2M 2.6k 463.19
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $1.2M 13k 87.84
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $1.2M 12k 99.27
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.2 $1.1M 11k 107.39
Wal-Mart Stores (WMT) 0.2 $1.1M 9.0k 124.28
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.1M 3.8k 287.56
Vanguard World Mega Grwth Ind (MGK) 0.2 $1.1M 2.9k 367.44
Vanguard World Esg Intl Stk Etf (VSGX) 0.2 $1.0M 15k 71.73
McDonald's Corporation (MCD) 0.2 $1.0M 3.3k 310.79
Deere & Company (DE) 0.2 $1.0M 1.8k 563.42
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $1.0M 20k 50.95
First Tr Exchange-traded Indls Prod Dur (FXR) 0.1 $991k 12k 81.63
Advisors Inner Circle Fd Iii Gqg Us Equity Et (GQGU) 0.1 $979k 36k 26.91
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $904k 10k 89.33
Eaton Corp SHS (ETN) 0.1 $892k 2.5k 357.67
Innovator Etfs Trust Quity Managd Flr (SFLR) 0.1 $850k 24k 35.41
Visa Com Cl A (V) 0.1 $845k 2.8k 302.24
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $839k 3.5k 237.62
Ishares Msci Gbl Min Vol (ACWV) 0.1 $827k 6.9k 119.51
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $801k 26k 30.50
Flexshares Tr Stox Us Esg Slct (ESG) 0.1 $784k 5.2k 151.74
Ishares Tr Esg Optimized (SUSA) 0.1 $780k 5.9k 132.10
Alphabet Cap Stk Cl C (GOOG) 0.1 $770k 2.7k 286.86
Ishares Tr Esg Aware Msci (ESML) 0.1 $765k 16k 47.02
Ea Series Trust Intl Quan Value (IVAL) 0.1 $755k 22k 33.96
First Tr Exchange-traded A Com Shs (FTC) 0.1 $751k 4.9k 154.14
Huntington Bancshares Incorporated (HBAN) 0.1 $745k 48k 15.65
Flexshares Tr Stox Gbl Esg Slt (ESGG) 0.1 $712k 3.6k 199.90
Costco Wholesale Corporation (COST) 0.1 $695k 697.00 996.43
Home Depot (HD) 0.1 $690k 2.1k 328.89
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) 0.1 $686k 31k 22.49
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.1 $673k 11k 62.97
Wintrust Financial Corporation (WTFC) 0.1 $647k 4.7k 138.94
Ishares Tr Us Sml Cp Value (SVAL) 0.1 $636k 18k 35.94
Nextera Energy (NEE) 0.1 $632k 6.8k 92.88
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $619k 1.5k 426.40
Pepsi (PEP) 0.1 $608k 3.9k 155.29
Meta Platforms Cl A (META) 0.1 $598k 1.0k 572.38
Ishares Tr Global Tech Etf (IXN) 0.1 $594k 5.9k 99.97
Chevron Corporation (CVX) 0.1 $588k 2.8k 206.90
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $575k 29k 19.62
Ishares Tr Gbl Comm Svc Etf (IXP) 0.1 $556k 4.8k 114.86
Wheaton Precious Metals Corp (WPM) 0.1 $548k 4.2k 131.01
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $544k 16k 33.97
Wells Fargo & Company (WFC) 0.1 $542k 6.8k 79.61
Ea Series Trust Cambria Global (GEW) 0.1 $539k 11k 50.43
Ea Series Trust Us Quan Momentum (QMOM) 0.1 $507k 7.4k 68.31
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $505k 4.5k 112.11
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $505k 8.9k 56.79
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $496k 9.2k 54.05
Ishares Tr Eafe Value Etf (EFV) 0.1 $491k 6.6k 74.35
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.1 $486k 24k 20.42
Flexshares Tr Mornstar Upstr (GUNR) 0.1 $462k 8.4k 55.16
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $459k 2.8k 161.73
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $455k 6.7k 68.47
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $452k 4.1k 111.18
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $452k 18k 24.75
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $448k 3.4k 132.90
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $427k 3.5k 121.19
Nucor Corporation (NUE) 0.1 $423k 2.5k 169.10
Ishares Tr U.s. Tech Etf (IYW) 0.1 $422k 2.3k 181.42
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $416k 4.5k 91.77
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $414k 6.6k 62.45
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) 0.1 $404k 9.1k 44.61
Lockheed Martin Corporation (LMT) 0.1 $386k 638.00 604.39
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $384k 2.0k 189.64
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $384k 6.3k 61.26
Amgen (AMGN) 0.1 $381k 1.1k 351.85
Dell Technologies CL C (DELL) 0.1 $375k 2.3k 164.13
Altria (MO) 0.1 $369k 5.6k 65.99
Proshares Tr S&p Mdcp 400 Div (REGL) 0.1 $362k 4.2k 86.41
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $362k 7.7k 46.74
Bitmine Immersion Tecnologie Com New (BMNR) 0.1 $356k 18k 19.78
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $353k 4.0k 88.49
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 0.1 $350k 6.0k 57.91
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $349k 565.00 616.76
Micron Technology (MU) 0.1 $346k 1.0k 337.84
Vanguard Index Fds Growth Etf (VUG) 0.1 $346k 792.00 436.79
Allstate Corporation (ALL) 0.0 $333k 1.6k 207.34
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $312k 5.7k 54.55
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $309k 16k 19.53
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $307k 7.7k 39.68
Cheniere Energy Com New (LNG) 0.0 $302k 1.1k 283.76
Vanguard World Mega Cap Index (MGC) 0.0 $301k 1.3k 236.35
PNC Financial Services (PNC) 0.0 $293k 1.4k 208.09
Pfizer (PFE) 0.0 $278k 9.9k 28.08
Marvell Technology (MRVL) 0.0 $277k 2.8k 99.05
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $276k 9.0k 30.68
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $275k 5.7k 48.46
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $271k 2.8k 95.62
Herman Miller (MLKN) 0.0 $267k 19k 14.46
Coca-Cola Company (KO) 0.0 $265k 3.5k 76.05
Ishares Tr Core 30/70 Conse (AOK) 0.0 $261k 6.5k 39.89
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $256k 3.3k 77.11
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $253k 3.0k 84.84
Dow (DOW) 0.0 $252k 6.0k 41.65
3M Company (MMM) 0.0 $251k 1.7k 145.19
Target Corporation (TGT) 0.0 $247k 2.0k 121.20
International Business Machines (IBM) 0.0 $241k 996.00 242.39
Booking Holdings (BKNG) 0.0 $240k 57.00 4210.33
Invesco Exchange Traded Fd T S&P MDCP400 VL (RFV) 0.0 $237k 1.8k 129.97
Sun Life Financial (SLF) 0.0 $236k 3.8k 62.56
Suncor Energy (SU) 0.0 $233k 3.5k 66.11
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $232k 723.00 320.81
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 0.0 $228k 1.9k 117.18
NVIDIA Corporation (NVDA) 0.0 $227k 1.3k 174.40
Ishares S&p Gsci Commodity- Unit Ben Int (GSG) 0.0 $225k 7.0k 32.25
Honeywell International (HON) 0.0 $224k 990.00 226.13
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) 0.0 $222k 5.0k 44.35
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.0 $219k 2.8k 78.27
American Express Company (AXP) 0.0 $217k 717.00 302.48
Alps Etf Tr Sectr Div Dogs (SDOG) 0.0 $216k 3.3k 65.04
Broadcom (AVGO) 0.0 $215k 694.00 309.51
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $214k 1.4k 148.10
Ishares Tr U.s. Energy Etf (IYE) 0.0 $213k 3.3k 64.77
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.0 $212k 4.5k 47.15
Fifth Third Ban (FITB) 0.0 $210k 4.5k 46.46
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.0 $208k 7.6k 27.40
Ufp Industries (UFPI) 0.0 $206k 2.2k 92.12
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.0 $203k 6.0k 33.77
Vanguard Index Fds Small Cp Etf (VB) 0.0 $201k 769.00 261.92
Wabash National Corporation (WNC) 0.0 $105k 12k 8.62
Cleveland-cliffs (CLF) 0.0 $89k 11k 8.45
Rani Therapeutics Hldgs Com Cl A (RANI) 0.0 $38k 52k 0.73
Cea Industries *w Exp 02/11/202 (BNCWW) 0.0 $612.000000 20k 0.03