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Portfolio (Quarterly) Guide ↗

Well Done, LLC

· CIK 0001667132
13F Portfolio $681M AUM 197 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 50 Added 73 Reduced 17 Exited
Page 7 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EEM ISHARES TR 8,883.0 $504K 0.07% +482.0 +5.7% $56.79 +20.4%
122 VWO VANGUARD INTL EQUITY INDEX F 9,180.0 $496K 0.07% +1K +18.0% $54.05 +11.5%
123 EFV ISHARES TR 6,605.0 $491K 0.07% $74.35 +6.4%
124 BSCS INVESCO EXCH TRD SLF IDX FD 23,801.0 $486K 0.07% $20.42 -0.2%
125 GUNR FLEXSHARES TR 8,373.0 $462K 0.07% -1K -11.2% $55.16 -2.4%
126 XLI SELECT SECTOR SPDR TR 2,840.0 $459K 0.07% +157.0 +5.8% $161.73 +7.8%
127 ACWX ISHARES TR 6,651.0 $455K 0.07% +939.0 +16.4% $68.47 +11.5%
128 AVUS AMERICAN CENTY ETF TR 4,067.0 $452K 0.07% -27.0 -0.7% $111.18 +14.3%
129 SCHF SCHWAB STRATEGIC TR 18,260.0 $452K 0.07% $24.75 +11.7%
130 XLK SELECT SECTOR SPDR TR 3,372.0 $448K 0.07% +554.0 +19.7% $132.90 +38.8%
131 DSI ISHARES TR 3,527.0 $427K 0.06% +1K +62.5% $121.19 +17.0%
132 NUE NUCOR CORP Basic Materials 2,500.0 $423K 0.06% +978.0 +64.3% $169.10 +45.8%
133 IYW ISHARES TR 2,324.0 $422K 0.06% $181.42 +35.8%
134 GDX VANECK ETF TRUST 4,529.0 $416K 0.06% +332.0 +7.9% $91.77 -6.9%
135 DFAT DIMENSIONAL ETF TRUST 6,623.0 $414K 0.06% $62.45 +8.1%
136 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 9,065.0 $404K 0.06% NEW $44.61 +7.5%
137 LMT LOCKHEED MARTIN CORP Industrials 638.0 $386K 0.06% -93.0 -12.7% $604.39 -12.1%
138 IWN ISHARES TR 2,025.0 $384K 0.06% $189.64 +13.3%
139 XLE SELECT SECTOR SPDR TR 6,262.0 $384K 0.06% +126.0 +2.0% $61.26 -7.0%
140 AMGN AMGEN INC Healthcare 1,082.0 $381K 0.06% -74.0 -6.4% $351.85 -4.5%
Page 7 of 10  ·  197 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 40.2%
Healthcare 17.9%
Consumer Cyclical 12.7%
Technology 11.9%
Consumer Defensive 6.8%
Industrials 4.0%
Communication Services 2.2%
Energy 2.2%
Basic Materials 1.4%
Utilities 0.6%