Well Done, LLC
- SEC CIK
- 0001667132
- 最新申報
- 2026/7/24
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/21 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 178
- 較 2024 年第 4 季 0
- 總值
- $5.52 億
- 較 2024 年第 4 季 +$522.3 萬 (+1.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 113 | $7,694 萬 | 13.9% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 112,767 | $6,638 萬 | 12.0% | −1,503−1.3% | 減碼 | – |
| VOXXVOXX International Corp | CL A | 6,463,808 | $4,770 萬 | 8.6% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 252,107 | $2,238 萬 | 4.1% | +1,533+0.6% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 43,696 | $1,981 萬 | 3.6% | +1,055+2.5% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 102,800 | $1,831 萬 | 3.3% | −1,168−1.1% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 260,209 | $1,596 萬 | 2.9% | −791−0.3% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 57,254 | $1,185 萬 | 2.1% | −1,229−2.1% | 減碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 383,465 | $1,180 萬 | 2.1% | +1,412+0.4% | 加碼 | – |
| GNTXGentex Corp | COM | 398,071 | $1,144 萬 | 2.1% | −301−0.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 49,683 | $882.9 萬 | 1.6% | +78+0.2% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 61,355 | $789.2 萬 | 1.4% | +968+1.6% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 158,783 | $786.1 萬 | 1.4% | −90−0.1% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 41,567 | $728.4 萬 | 1.3% | −254−0.6% | 減碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 101,080 | $677.5 萬 | 1.2% | −687−0.7% | 減碼 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 93,537 | $661.4 萬 | 1.2% | −1,796−1.9% | 減碼 | – |
| AAPLApple Inc. | Stock | 25,209 | $631.3 萬 | 1.1% | −455−1.8% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,382 | $608.4 萬 | 1.1% | +267+2.6% | 加碼 | 歷史 |
| Alpha Architect ETF Tr02072L102 | US QUAN VALUE | 135,885 | $606.6 萬 | 1.1% | −2,429−1.8% | 減碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 54,332 | $544.0 萬 | 1.0% | +978+1.8% | 加碼 | – |
| iShares Tr464288794 | US BR DEL SE ETF | 37,590 | $541.7 萬 | 1.0% | +786+2.1% | 加碼 | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 90,317 | $523.7 萬 | 0.9% | −2,179−2.4% | 減碼 | – |
| iShares Tr46432F388 | MSCI USA VALUE | 48,415 | $511.3 萬 | 0.9% | −781−1.6% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 44,736 | $506.0 萬 | 0.9% | −173−0.4% | 減碼 | 歷史 |
| iShares Tr464287754 | US INDUSTRIALS | 36,763 | $490.9 萬 | 0.9% | +1,199+3.4% | 加碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 33,296 | $484.0 萬 | 0.9% | +1,180+3.7% | 加碼 | – |
| iShares Tr464288786 | U.S. INSRNCE ETF | 37,727 | $477.1 萬 | 0.9% | +1,437+4.0% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 55,973 | $458.9 萬 | 0.8% | −12,803−18.6% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 26,017 | $440.5 萬 | 0.8% | −230−0.9% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 7,917 | $426.6 萬 | 0.8% | −272−3.3% | 減碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 65,453 | $426.0 萬 | 0.8% | −1,502−2.2% | 減碼 | – |
| iShares Tr464288752 | US HOME CONS ETF | 39,662 | $410.1 萬 | 0.7% | +2,214+5.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 9,097 | $383.5 萬 | 0.7% | −90−1.0% | 減碼 | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 65,645 | $369.2 萬 | 0.7% | +27,537+72.3% | 加碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 31,121 | $365.7 萬 | 0.7% | +418+1.4% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 30,814 | $355.0 萬 | 0.6% | −337−1.1% | 減碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 33,308 | $349.4 萬 | 0.6% | +1,734+5.5% | 加碼 | – |
| SOFISoFi Technologies, Inc. | Stock | 224,000 | $345.0 萬 | 0.6% | −580−0.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 14,876 | $326.4 萬 | 0.6% | +291+2.0% | 加碼 | 歷史 |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 26,095 | $287.8 萬 | 0.5% | +1,883+7.8% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 73,967 | $274.6 萬 | 0.5% | +80+0.1% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 11,270 | $270.1 萬 | 0.5% | −83−0.7% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 28,453 | $258.7 萬 | 0.5% | −65−0.2% | 減碼 | 歷史 |
| ARKBArk 21Shares Bitcoin ETF | SHS BEN INT | 25,290 | $235.9 萬 | 0.4% | +25,290 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 13,858 | $232.3 萬 | 0.4% | +251+1.8% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 35,806 | $223.1 萬 | 0.4% | −309−0.9% | 減碼 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 41,855 | $213.3 萬 | 0.4% | +938+2.3% | 加碼 | – |
| MIYBlackRock Muniyield Michigan Quality Fund, Inc. | COM | 177,360 | $198.3 萬 | 0.4% | +1,000+0.6% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 4,975 | $179.1 萬 | 0.3% | +246+5.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137Y401 | ZACKS MID CAP | 15,785 | $164.0 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 9,897 | $160.1 萬 | 0.3% | −1,177−10.6% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 11,061 | $160.0 萬 | 0.3% | +77+0.7% | 加碼 | 歷史 |
| WisdomTree Tr97717W844 | GLOB EX US QU FD | 43,939 | $158.1 萬 | 0.3% | +138+0.3% | 加碼 | – |
| WisdomTree Tr97717W406 | US AI ENHANCED | 14,099 | $150.2 萬 | 0.3% | −375−2.6% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E214 | S&P INTL QULTY | 47,880 | $135.6 萬 | 0.2% | +47,880 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,646 | $135.3 萬 | 0.2% | +60+2.3% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 17,726 | $134.0 萬 | 0.2% | −700−3.8% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 3,080 | $131.1 萬 | 0.2% | +100+3.4% | 加碼 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 74,006 | $120.4 萬 | 0.2% | −3,029−3.9% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 13,183 | $116.5 萬 | 0.2% | +1,952+17.4% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,838 | $114.3 萬 | 0.2% | +9+0.2% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 14,096 | $114.1 萬 | 0.2% | −82−0.6% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 24,702 | $108.8 萬 | 0.2% | −1,005−3.9% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,913 | $108.6 萬 | 0.2% | −6−0.1% | 減碼 | – |
| CATCaterpillar Inc | Stock | 2,928 | $106.2 萬 | 0.2% | +13+0.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,686 | $104.5 萬 | 0.2% | +236+9.6% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 3,082 | $103.0 萬 | 0.2% | −106−3.3% | 減碼 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 13,344 | $102.8 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 2,898 | $99.5 萬 | 0.2% | −142−4.7% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 3,429 | $99.4 萬 | 0.2% | +18+0.5% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,150 | $98.4 萬 | 0.2% | −132−1.4% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 10,291 | $92.8 萬 | 0.2% | −16−0.2% | 減碼 | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 8,329 | $91.0 萬 | 0.2% | −141−1.7% | 減碼 | – |
| First Tr Exchange-Traded FD33734X150 | INDLS PROD DUR | 12,135 | $90.8 萬 | 0.2% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 10,015 | $90.5 萬 | 0.2% | +317+3.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,533 | $87.7 萬 | 0.2% | −1,577−19.4% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,966 | $83.3 萬 | 0.2% | −35−1.7% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,501 | $83.0 萬 | 0.2% | −7−0.3% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 3,544 | $81.4 萬 | 0.1% | −7−0.2% | 減碼 | 歷史 |
| WisdomTree Tr97717X651 | US S CAP QTY DIV | 15,641 | $80.1 萬 | 0.1% | −1,053−6.3% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,358 | $79.5 萬 | 0.1% | −14−1.0% | 減碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 10,114 | $78.7 萬 | 0.1% | +1,750+20.9% | 加碼 | – |
| iShares Tr46436E536 | US SML CP VALUE | 23,753 | $77.1 萬 | 0.1% | −1,201−4.8% | 減碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 13,300 | $75.4 萬 | 0.1% | +2,951+28.5% | 加碼 | – |
| TSLATesla, Inc. | Stock | 1,863 | $75.2 萬 | 0.1% | −36−1.9% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 12,158 | $73.9 萬 | 0.1% | −84−0.7% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 35,649 | $73.6 萬 | 0.1% | +5,337+17.6% | 加碼 | – |
| Northern LTS FD Tr IV66538H534 | INSPIRE 100 ETF | 17,985 | $70.0 萬 | 0.1% | −2,466−12.1% | 減碼 | – |
| VVisa Inc. | Stock | 2,181 | $68.9 萬 | 0.1% | +26+1.2% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 26,265 | $68.5 萬 | 0.1% | +17,510+200.0% | 加碼 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 5,578 | $67.8 萬 | 0.1% | +16+0.3% | 加碼 | – |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 4,875 | $67.4 萬 | 0.1% | 00.0% | 不變 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,404 | $67.2 萬 | 0.1% | −209−5.8% | 減碼 | 歷史 |
| Flexshares Tr33939L696 | STOX US ESG SLCT | 4,875 | $67.2 萬 | 0.1% | +17+0.3% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,627 | $66.8 萬 | 0.1% | +65+4.2% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,612 | $64.7 萬 | 0.1% | 00.0% | 不變 | – |
| WTFCWintrust Financial Corp | COM | 5,111 | $63.7 萬 | 0.1% | −6,488−55.9% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,332 | $63.5 萬 | 0.1% | −159−4.6% | 減碼 | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 15,000 | $63.1 萬 | 0.1% | 00.0% | 不變 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 18,507 | $62.8 萬 | 0.1% | 00.0% | 不變 | – |
2024 年第 4 季之後清倉（12 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287796 | U.S. ENERGY ETF | 35,740 | $165.6 萬 | 0.3% | – |
| TRGPTarga Resources Corp. | COM | 3,016 | $44.6 萬 | 0.1% | 歷史 |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 4,696 | $27.7 萬 | 0.1% | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,537 | $25.2 萬 | <0.1% | 歷史 |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 7,296 | $23.9 萬 | <0.1% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,075 | $23.6 萬 | <0.1% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 3,142 | $23.1 萬 | <0.1% | 歷史 |
| iShares Tr464287697 | U.S. UTILITS ETF | 2,156 | $22.0 萬 | <0.1% | – |
| LLYEli Lilly & Co | Stock | 243 | $21.5 萬 | <0.1% | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 367 | $21.5 萬 | <0.1% | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,322 | $21.5 萬 | <0.1% | – |
| CMCTCreative Media & Community Trust Corp | COM NEW | 13,349 | $6,561 | <0.1% | 歷史 |