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  Name: Well Done LLC
  City: HOLLAND
  State: MI
  Zip: 49423
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $508,473,000
  Total Value Change : $-2,673,000
  Securities Held Change : 4
   
All Securities Held : 185
  New Positions : 19
  Closed Positions : 15
  Increased Positions : 71
  Unchanged Positions : 31
  Decreased Positions : 64

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Holdings Found : 19     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 33 New $61.94 $3,625,000 58,149 0.71% 3,625,000 58,149 0.065    N/A
   (BOXX)1 Year Chart         BOXX Alpha Architect 1-3 Month B... 58 New $0.00 $1,284,000 12,065 0.25% 1,284,000 12,065 0.415    N/A
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 139 New $152.23 $332,000 2,438 0.07% 332,000 2,438 0.003    Semiconductor - Integ...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 143 New $771.12 $320,000 411 0.06% 320,000 411 0    Drug Manufacturers - ...
   (MO)1 Year Chart         MO Altria Group Inc 151 New $45.95 $280,000 6,418 0.06% 280,000 6,418 0    Cigarettes & Other To...
   (SIL)1 Year Chart         SIL Global X Silver Miners ETF 154 New $33.59 $275,000 10,024 0.05% 275,000 10,024 0.043    Closed - End Fund - E...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 163 New $1,412.13 $249,000 188 0.05% 249,000 188 0    Semiconductor- Broad...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 164 New $174.18 $245,000 1,624 0.05% 245,000 1,624 0    Search Engines & Info...
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 165 New $597.15 $244,000 420 0.05% 244,000 420 0    Medical Laboratories ...
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 169 New $521.27 $235,000 475 0.05% 235,000 475 0    Health Care Plans
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 170 New $162.62 $234,000 1,296 0.05% 234,000 1,296 0    Semiconductor- Broad...
   (IYJ)1 Year Chart         IYJ iShares Dow Jones US Indust... 172 New $0.00 $230,000 1,828 0.05% 230,000 1,828 0.003    Closed - End Fund - E...
   (KMB)1 Year Chart         KMB Kimberly Clark Corp 174 New $134.67 $228,000 1,759 0.04% 228,000 1,759 0    Paper & Paper Products
   (AOA)1 Year Chart         AOA iShares Trust 177 New $74.18 $214,000 2,909 0.04% 214,000 2,909 0.016    Closed - End Fund - Debt
   (COST)1 Year Chart         COST Costco Wholesale Corp 179 New $793.07 $210,000 286 0.04% 210,000 286 0    Discount, Variety Stores
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 178 New $32.00 $210,000 6,570 0.04% 210,000 6,570 0.001    N/A
   (DIS)1 Year Chart         DIS Walt Disney Co 181 New $103.37 $205,000 1,676 0.04% 205,000 1,676 0    Entertainment - Diver...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 182 New $943.59 $203,000 225 0.04% 203,000 225 0    Semiconductor - Speci...
   (SLF)1 Year Chart         SLF Sun Life Financial Inc (USA) 183 New $51.50 $202,000 3,708 0.04% 202,000 3,708 0.001    Life & Health Insurance

      19 Records Found
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