Well Done, LLC

Q1 2025 13F Holdings

  • Location
    holland, MI
  • Num holdings

    178

  • Value ($000)

    $551,623

  • Date Filed
    04/21/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BRK.A
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
$76.94M
14 %

113

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$66.38M
12 %

112,767

VOXX
VOXX

VOXX INTL CORP

CL A
$47.70M
9 %

6,463,808

USMV
USMV

ISHARES TR

MSCI USA MIN VOL
$22.38M
4 %

252,107

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$19.81M
4 %

43,696

QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
$18.31M
3 %

102,800

DGRO
DGRO

ISHARES TR

CORE DIV GRWTH
$15.96M
3 %

260,209

MTUM
MTUM

ISHARES TR

MSCI USA MMENTM
$11.85M
2 %

57,254

DFSV
DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
$11.80M
2 %

383,465

GNTX
GNTX

GENTEX CORP

COM
$11.44M
2 %

398,071

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