Well Done, LLC

Q4 2024 13F Holdings

  • Location
    holland, MI
  • Num holdings

    178

  • Value ($000)

    $546,401

  • Date Filed
    01/17/2025
  • Form type
    13F-HR
  • CIK
    0001667132
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BRK.A
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
$78.10M
14 %

113

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$65.91M
12 %

114,270

VOXX
VOXX

VOXX INTL CORP

CL A
$41.11M
8 %

6,463,808

USMV
USMV

ISHARES TR

MSCI USA MIN VOL
$22.88M
4 %

250,574

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$19.63M
4 %

42,641

QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
$18.64M
3 %

103,968

DGRO
DGRO

ISHARES TR

CORE DIV GRWTH
$16.36M
3 %

261,000

MTUM
MTUM

ISHARES TR

MSCI USA MMENTM
$11.86M
2 %

58,483

GNTX
GNTX

GENTEX CORP

COM
$11.83M
2 %

398,372

DFSV
DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
$11.77M
2 %

382,053

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