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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Well Done, LLC

Quarter ended Q1 2024 · Filed April 18, 2024 · Accession 0001951757-24-000308

Total Value
$508.5M
Positions
185
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (185)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A118$74.9M14.72%
2ISHARES TR464287200112,990$59.4M11.68%
3VOXX INTL CORP91829F1043,311,354$27.0M5.31%
4ISHARES TR46432F339114,690$18.8M3.71%
5ISHARES TR46429B697218,729$18.3M3.60%
6BERKSHIRE HATHAWAY INC DELBRK-A38,551$16.2M3.19%
7GENTEX CORPGNTX401,233$14.5M2.85%
8ISHARES TR46434V621214,107$12.4M2.44%
9ISHARES TR46432F39660,021$11.2M2.21%
10DIMENSIONAL ETF TRUST25434V815362,635$10.9M2.15%
11ABBVIE INCABBV49,572$9.0M1.78%
12INVESCO EXCHANGE TRADED FD TIVZ44,948$7.6M1.50%
13ISHARES TR46429B68999,233$7.0M1.38%
14ISHARES TR46428780459,277$6.6M1.29%
15ISHARES GOLD TRIAU155,573$6.5M1.29%
16INVESCO EXCHANGE TRADED FD TIVZ107,540$6.5M1.28%
17ISHARES TR46432F38859,764$6.5M1.27%
18ISHARES TR46428715054,162$6.2M1.23%
19EA SERIES TRUST02072L102136,511$6.1M1.21%
20SPDR S&P 500 ETF TRSPY11,055$5.8M1.14%
21ABBOTT LABSABLZF49,536$5.6M1.11%
22ISHARES INC46428653397,707$5.5M1.09%
23ISHARES TR46428875245,726$5.3M1.04%
24ISHARES TR46428752323,195$5.2M1.03%
25APPLE INCAAPL28,991$5.0M0.98%
26ISHARES TR46428878639,981$4.7M0.92%
27MICROSOFT CORPMSFT10,645$4.5M0.88%
28VANGUARD INDEX FDS9229083639,206$4.4M0.87%
29ISHARES TR46428751549,790$4.2M0.83%
30ISHARES TR46428876031,829$4.2M0.83%
31VANGUARD INDEX FDS92290874425,345$4.1M0.81%
32ISHARES TR464288844171,169$4.0M0.80%
33DIMENSIONAL ETF TRUST25434V50058,149$3.6M0.71%
34ISHARES TR46428825732,439$3.6M0.70%
35ISHARES TR46428745743,002$3.5M0.69%
36ISHARES TR46434V45678,165$3.1M0.61%
37VANGUARD WORLD FD92191073331,872$3.0M0.58%
38AMAZON COM INCAMZN16,114$2.9M0.57%
39JPMORGAN CHASE & COVYLD13,098$2.6M0.52%
40COLGATE PALMOLIVE COCL28,492$2.6M0.50%
41PROCTER AND GAMBLE CO74271810915,110$2.5M0.48%
42ISHARES TR46428750734,744$2.1M0.42%
43BLACKROCK MUNIYIELD MICH QUBLK177,860$2.0M0.40%
44JOHNSON & JOHNSONJNJ12,847$2.0M0.40%
45WISDOMTREE TRWT41,234$2.0M0.40%
46VANGUARD INDEX FDS92290851211,704$1.8M0.36%
47STRYKER CORPORATIONSYK4,769$1.7M0.34%
48INVESCO EXCHANGE TRADED FD TIVZ16,596$1.7M0.33%
49WISDOMTREE TRWT41,176$1.6M0.31%
50WISDOMTREE TRWT15,660$1.6M0.31%
51EA SERIES TRUST02072L60744,034$1.5M0.29%
52ISHARES TR46428746517,986$1.4M0.28%
53EXXON MOBIL CORPXOM11,980$1.4M0.27%
54ISHARES INC46428652512,992$1.4M0.27%
55ARK ETF TR00214Q10426,837$1.3M0.26%
56SOFI TECHNOLOGIES INCSOFI183,918$1.3M0.26%
57PHILLIPS EDISON & CO INCPECO36,729$1.3M0.26%
58EA SERIES TRUST02072L56512,065$1.3M0.25%
59SPDR DOW JONES INDL AVERAGE78467X1092,925$1.2M0.23%
60WISDOMTREE TRWT15,073$1.1M0.23%
61INVESCO QQQ TRIVZ2,585$1.1M0.23%
62INVESCO EXCHANGE TRADED FD TIVZ12,723$1.1M0.22%
63CATERPILLAR INCCAT2,926$1.1M0.21%
64VANGUARD INTL EQUITY INDEX F92204285825,507$1.1M0.21%
65HUNTINGTON BANCSHARES INCHBANP75,662$1.1M0.21%
66INVESCO EXCH TRADED FD TR IIIVZ18,637$1.1M0.21%
67ISHARES TR4642876554,953$1.0M0.20%
68ISHARES TR46436E53632,852$1.0M0.20%
69MCDONALDS CORPMCD3,408$960,8860.19%
70VANGUARD WORLD FD9219108163,309$948,3930.19%
71HOME DEPOT INCHD2,451$940,2040.18%
72ISHARES TR46428749911,168$939,1560.18%
73STRATEGY SHSSTRD23,876$918,0330.18%
74MACATAWA BK CORP55422510290,252$883,5700.17%
75WISDOMTREE TRWT17,529$870,1400.17%
76DANAHER CORPORATION2358511023,473$867,2780.17%
77VANGUARD SPECIALIZED FUNDS9219088444,713$860,6410.17%
78DEERE & CODE2,074$852,0390.17%
79INVESCO EXCH TRD SLF IDX FDIVZ39,295$824,0170.16%
80ISHARES TR46428723419,959$819,9160.16%
81FIRST TR EXCHANGE-TRADED FD33738R70411,882$800,0160.16%
82EATON CORP PLCETN2,518$787,3290.15%
83PEPSICO INCPEP4,484$784,6780.15%
84NORTHERN LTS FD TR IVNTRSO20,166$784,6600.15%
85VISA INCV2,799$781,1450.15%
86INTEL CORPINTC17,161$758,0140.15%
87META PLATFORMS INCMETA1,516$736,1720.14%
88MILLERKNOLL INCMLKN29,004$718,1280.14%
89CHEVRON CORP NEWCVX4,431$698,9460.14%
90AMGEN INCAMGN2,424$689,1920.14%
91FIRST TR EXCHANGE TRADED FD33734X1509,305$678,8930.13%
92UBER TECHNOLOGIES INCUBER8,736$672,5850.13%
93ACCENTURE PLC IRELANDACN1,921$665,8380.13%
94SCHWAB STRATEGIC TR8085244098,755$665,2050.13%
95ALPHABET INCGOOG4,210$641,0150.13%
96WHEATON PRECIOUS METALS CORPWPM13,567$639,3970.13%
97OCCIDENTAL PETE CORP6745991059,825$638,5270.13%
98WALMART INCWMT10,436$627,9350.12%
99NORTHERN LTS FD TR IVNTRSO17,260$621,5330.12%
100INVESCO EXCH TRD SLF IDX FDIVZ30,312$619,2750.12%
101FLEXSHARES TRFLEX4,828$611,1000.12%
102VANGUARD WORLD FD92191072510,534$605,4130.12%
103ISHARES TR46435U66315,000$604,0500.12%
104WISDOMTREE TRWT8,364$603,7980.12%
105ISHARES TR4642888025,528$603,4830.12%
106FIRST TRUST LRGCP GWT ALPHAD33735K1084,875$600,9900.12%
107ISHARES TR4642876141,753$590,8490.12%
108ISHARES TR46432F8427,960$590,7920.12%
1093M COMMM5,364$568,9120.11%
110INVESCO EXCHANGE TRADED FD TIVZ4,565$544,5590.11%
111VANGUARD INDEX FDS9229087361,562$537,6410.11%
112EA SERIES TRUST02072L20119,927$537,6310.11%
113ISHARES TR4642888779,872$537,0420.11%
114FLEXSHARES TRFLEX3,275$533,4640.10%
115ISHARES TR4642882409,480$506,1380.10%
116SCHWAB STRATEGIC TR8085245086,200$504,8660.10%
117VANGUARD INTL EQUITY INDEX F9220427424,481$495,1130.10%
118ISHARES TR4642872264,759$466,1170.09%
119NEXTERA ENERGY INCNEE-PW6,978$445,9610.09%
120VANECK ETF TRUST92189F10613,964$441,5420.09%
121SPDR GOLD TRGLD2,146$441,4760.09%
122SALESFORCE INCCRM1,423$428,5800.08%
123WELLS FARGO CO NEW9497461017,300$423,1080.08%
124AUTOMATIC DATA PROCESSING INADP1,605$400,8180.08%
125ISHARES INC46434G1037,748$399,7970.08%
126FLEXSHARES TRFLEX9,430$387,2910.08%
127DOW INCDOW6,684$387,2050.08%
128INVESCO EXCH TRADED FD TR IIIVZ8,582$379,4080.07%
129JOHN HANCOCK EXCHANGE TRADED47804J2066,401$367,2900.07%
130ASML HOLDING N VASMLF376$364,8970.07%
131WABASH NATL CORP92956610712,176$364,5500.07%
132SCHWAB STRATEGIC TR8085248059,305$363,0820.07%
133LOCKHEED MARTIN CORPLMT791$359,8030.07%
134ISHARES TR4642876891,188$356,4960.07%
135TESLA INCTSLA2,003$352,1080.07%
136ISHARES TR4642876302,197$348,9680.07%
137DIMENSIONAL ETF TRUST25434V20311,192$338,2230.07%
138TARGA RES CORPTRGP2,999$335,9020.07%
139TAIWAN SEMICONDUCTOR MFG LTD8740391002,438$331,6900.07%
140PROSHARES TR74347B6804,221$331,6020.07%
141SPDR S&P MIDCAP 400 ETF TRMDY590$328,2760.06%
142DIMENSIONAL ETF TRUST25434V6095,888$320,4840.06%
143ELI LILLY & COLLY411$319,7420.06%
144PHILIP MORRIS INTL INC7181721093,390$310,5920.06%
145CISCO SYS INCCSCO6,176$308,2450.06%
146ISHARES TR46435G40910,837$305,9290.06%
147ALLSTATE CORPALL-PJ1,713$296,3670.06%
148LIBERTY ENERGY INCLBRT13,868$287,3450.06%
149DIMENSIONAL ETF TRUST25434V7246,984$285,6460.06%
150INVESCO EXCHANGE TRADED FD TIVZ7,717$283,3690.06%
151ALTRIA GROUP INCMO6,418$279,9540.06%
152PFIZER INCPFE10,050$278,8880.05%
153MASTERCARD INCORPORATEDMA578$278,3480.05%
154GLOBAL X FDS37954Y84810,024$275,2540.05%
155UNION PAC CORPUNP1,118$274,9500.05%
156COCA COLA COKO4,473$273,6720.05%
157MONDELEZ INTL INC6092071053,862$270,3400.05%
158EA SERIES TRUST02072L4094,393$259,6710.05%
159SELECT SECTOR SPDR TR81369Y5062,742$258,8730.05%
160CONOCOPHILLIPSCOP2,010$255,8330.05%
161MERCK & CO INCMRK1,927$254,2780.05%
162ALPS ETF TR00162Q8584,686$252,8370.05%
163BROADCOM INCAVGO188$249,1780.05%
164ALPHABET INCGOOG1,624$245,1110.05%
165THERMO FISHER SCIENTIFIC INCTMO420$244,1090.05%
166VANGUARD WORLD FD9219108731,273$237,8860.05%
167MERCANTILE BK CORP5873761046,124$235,7130.05%
168ISHARES TR4642885702,338$235,6940.05%
169UNITEDHEALTH GROUP INCUNH475$234,9830.05%
170ADVANCED MICRO DEVICES INCAMD1,296$233,9160.05%
171PNC FINL SVCS GROUP INC6934751051,430$231,0880.05%
172ISHARES TR4642877541,828$229,7980.05%
173ADOBE INCADBE451$227,5750.04%
174KIMBERLY-CLARK CORPKMB1,759$227,5270.04%
175WISDOMTREE TRWT4,112$225,3380.04%
176VANGUARD STAR FDS9219097683,674$221,5430.04%
177ISHARES TR4642898592,909$213,6690.04%
178DIMENSIONAL ETF TRUST25434V7086,570$209,9120.04%
179COSTCO WHSL CORP NEW22160K105286$209,5330.04%
180DISNEY WALT CO2546871061,676$205,0770.04%
181INTERNATIONAL BUSINESS MACHSINTR1,072$204,7100.04%
182NVIDIA CORPORATIONNVDA225$203,3010.04%
183SUN LIFE FINANCIAL INC.SUNFF3,708$202,3630.04%
184FARMLAND PARTNERS INCFPI10,670$118,4370.02%
185CEA INDUSTRIES INCBNCWZ16,500$2150.00%