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Well Done, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Well Done, LLC

报告期 2026-03-31 · CIK 0001667132

持仓数

197

前50大市值合计

$582.0M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$80.4M

112

13.8%

IVV ISHARES TR

CORE S&P500 ETF

$79.9M

122,372

13.7%

AVLC AMERICAN CENTY ETF TR

AVANTIS US LARG

$26.3M

339,426

4.5%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$24.3M

50,694

4.2%

IJH ISHARES TR

CORE S&P MCP ETF

$24.3M

359,539

4.2%

USMV ISHARES TR

MSCI USA MIN VOL

$21.2M

228,169

3.6%

VTV VANGUARD INDEX FDS

VALUE ETF

$17.9M

91,279

3.1%

DFSV DIMENSIONAL ETF TRUST

US SMALL CAP VAL

$16.4M

468,270

2.8%

QUAL ISHARES TR

MSCI USA QLT FCT

$15.8M

82,502

2.7%

DGRO ISHARES TR

CORE DIV GRWTH

$15.5M

220,184

2.7%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$14.8M

380,405

2.5%

IAU ISHARES GOLD TR

ISHARES NEW

$14.8M

167,790

2.5%

BOXX EA SERIES TRUST

ALPHA ARCH 1-3

$14.1M

121,520

2.4%

MTUM ISHARES TR

MSCI USA MMENTM

$12.3M

51,056

2.1%

ABBV ABBVIE INC

COM

$10.5M

48,248

1.8%

ITA ISHARES TR

US AER DEF ETF

$8.9M

40,468

1.5%

ITOT ISHARES TR

CORE S&P TTL STK

$8.8M

61,998

1.5%

IAI ISHARES TR

US BR DEL SE ETF

$8.2M

49,730

1.4%

QVAL EA SERIES TRUST

US QUAN VALUE

$8.0M

152,531

1.4%

TCV EA SERIES TRUST

TOWLE VALUE ETF

$7.9M

284,915

1.4%

IEZ ISHARES TR

US OIL EQ&SV ETF

$7.9M

271,745

1.4%

GNTX GENTEX CORP

COM

$7.8M

357,699

1.3%

IYJ ISHARES TR

US INDUSTRIALS

$7.8M

52,690

1.3%

IDHQ INVESCO EXCH TRADED FD TR II

S&P INTL QULTY

$7.6M

214,430

1.3%

SHY ISHARES TR

1 3 YR TREAS BD

$7.3M

88,181

1.3%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$7.2M

11,066

1.2%

SOXX ISHARES TR

ISHARES SEMICDTR

$7.1M

21,529

1.2%

EFAV ISHARES TR

MSCI EAFE MIN VL

$6.9M

75,724

1.2%

SPHQ INVESCO EXCHANGE TRADED FD T

S&P500 QUALITY

$6.7M

88,689

1.1%

RING ISHARES INC

MSCI GBL GOLD MN

$6.6M

83,060

1.1%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$6.1M

31,871

1.1%

AAPL APPLE INC

COM

$5.7M

22,335

1.0%

VLUE ISHARES TR

MSCI USA VALUE

$5.6M

39,520

1.0%

DFAS DIMENSIONAL ETF TRUST

US SMALL CAP ETF

$5.1M

72,366

0.9%

EEMV ISHARES INC

MSCI EMERG MRKT

$5.1M

78,350

0.9%

ABT ABBOTT LABORATORIES

COM

$4.6M

44,809

0.8%

ACWI ISHARES TR

MSCI ACWI ETF

$4.4M

31,723

0.8%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$4.2M

6,995

0.7%

AMZN AMAZON COM INC

COM

$4.0M

19,418

0.7%

SOFI SOFI TECHNOLOGIES INC

COM

$4.0M

252,100

0.7%

ESGV VANGUARD WORLD FD

ESG US STK ETF

$3.6M

32,249

0.6%

IJR ISHARES TR

CORE S&P SCP ETF

$3.5M

28,461

0.6%

MSFT MICROSOFT CORP

COM

$3.5M

9,558

0.6%

JPM JPMORGAN CHASE & CO

COM

$3.3M

11,099

0.6%

SLV ISHARES SILVER TR

ISHARES

$3.2M

47,506

0.6%

TAXE T ROWE PRICE ETF INC

INTERMEDIATE MUN

$2.9M

56,905

0.5%

AVLV AMERICAN CENTY ETF TR

US LARGE CAP VLU

$2.8M

34,275

0.5%

VT VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF

$2.6M

18,447

0.4%

JNJ JOHNSON & JOHNSON

COM

$2.4M

9,871

0.4%

CL COLGATE PALMOLIVE CO

COM

$2.4M

27,800

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

44%前 6 大占比

BRK/A13.8%IVV13.7%AVLC4.5%BRK/B4.2%IJH4.2%USMV3.6%