Well Done

HOLLAND, MIfiles as Well Done, LLC

$743m in 202 US stocks at the end of 30 June 2026. The top 10 are 47.1% of the money. It changed about 9.7% of the portfolio this quarter.

Value

$743m

Stocks

202

Top 10 share

47.1%

Turnover

9.7%

What changed this quarter

New

Bought for the first time this quarter.

Ishares TRIGV
1.3% of the fund
Ishares TRIYZ
1.2% of the fund
Ishares TRIDGT
1.2% of the fund
EA Series TrustGEQ
0.3% of the fund
ETF SER SolutionsBGIG
0.1% of the fund
EA Series TrustCAOS
<0.1% of the fund
Palo Alto NetworksPANW
<0.1% of the fund
Listed FDS TRINFL
<0.1% of the fund
American Centy ETF TRAVEM
<0.1% of the fund
American Centy ETF TRAVSC
<0.1% of the fund
Applied MaterialsAMAT
<0.1% of the fund
American Centy ETF TRAVDV
<0.1% of the fund
Schwab Strategic TRSCHG
<0.1% of the fund
ServiceNowNOW
<0.1% of the fund
ASML Holding NVASML
<0.1% of the fund
Eli LillyLLY
<0.1% of the fund
Spdr Series TrustSPSM
<0.1% of the fund
United RentalsURI
<0.1% of the fund
Johnson Controls InternationalJCI
<0.1% of the fund
IntelINTC
<0.1% of the fund
Mercantile BankMBWM
<0.1% of the fund
Ishares TRIYF
<0.1% of the fund

Added

Bought more of a stock they already held.

American Centy ETF TRAVLC
4.4% of the fund
+7%
EA Series TrustBOXX
2.2% of the fund
+17%
Dimensional ETF TrustDFAI
2.2% of the fund
+5%
Ishares TRIAI
1.2% of the fund
+6%
EA Series TrustQVAL
1.2% of the fund
+9%
Ishares TRIYJ
1.2% of the fund
+3%
Dimensional ETF TrustDFAS
0.9% of the fund
+10%
SoFi TechnologiesSOFI
0.7% of the fund
+13%
American Centy ETF TRAVLV
0.5% of the fund
+7%
Vanguard Intl Equity Index FVT
0.4% of the fund
+15%
Ishares TRIEFA
0.3% of the fund
+19%
Wisdomtree TRDNL
0.3% of the fund
+6%
Bitwise Bitcoin ETF TRBITB
0.3% of the fund
+42%
IsharesIEMG
0.3% of the fund
+13%
StrykerSYK
0.2% of the fund
+4%
EA Series TrustQMOM
0.2% of the fund
+150%
Ishares TRFLOT
0.2% of the fund
+25%
Spdr Gold TRGLD
0.1% of the fund
+2%
NvidiaNVDA
0.1% of the fund
+304%
Vanguard Intl Equity Index FVWO
0.1% of the fund
+53%
Dimensional ETF TrustDFAX
<0.1% of the fund
+18%
Ishares TRACWX
<0.1% of the fund
+21%
Invesco Exch TRD SLF IDX FDIUS
<0.1% of the fund
+10%
Ishares TRAOA
<0.1% of the fund
+11%
Vaneck ETF TrustGDX
<0.1% of the fund
+15%

Cut

Sold some of their stake.

Ishares TRIJH
3.1% of the fund
-16%
Dimensional ETF TrustDFSV
2.4% of the fund
-2%
Ishares TRMTUM
2.3% of the fund
-3%
Ishares TRSOXX
1.3% of the fund
-28%
Ishares TRITA
1.2% of the fund
-7%
Invesco Exch Traded FD TR IIIDHQ
1.2% of the fund
-4%
Invesco Exchange Traded FD TSPHQ
1.0% of the fund
-5%
Ishares TRSHY
0.8% of the fund
-15%
Vanguard Index FDSVTV
0.8% of the fund
-69%
Invesco Exchange Traded FD TRSP
0.7% of the fund
-27%
Ishares TRACWI
0.7% of the fund
-3%
Vanguard Index FDSVOO
0.6% of the fund
-3%
AppleAAPL
0.6% of the fund
-28%
Ishares Gold TRIAU
0.6% of the fund
-64%
Amazon.comAMZN
0.5% of the fund
-13%
JPMorgan ChaseJPM
0.5% of the fund
-5%
Taiwan Semiconductor ManufacturingTSM
0.4% of the fund
-2%
MicrosoftMSFT
0.4% of the fund
-10%
Invesco QQQ TRQQQ
0.3% of the fund
-3%
Ishares Silver TRSLV
0.3% of the fund
-4%
Johnson & JohnsonJNJ
0.3% of the fund
-4%
Ishares TRIQLT
0.3% of the fund
-3%
CaterpillarCAT
0.3% of the fund
-10%
State STR Spdr DOW Jones INDDIA
0.2% of the fund
-14%
Vanguard World FDVSGX
0.2% of the fund
-5%

Sold out

Sold their entire stake.

Ishares TRIEZ
-100%
IsharesRING
-100%
Ishares TRAGG
-100%
Costco WholesaleCOST
-100%
Ishares TRIXP
-100%
Select Sector Spdr TRXLK
-100%
Ishares TRIYW
-100%
Dell TechnologiesDELL
-100%
Vanguard World FDMGC
-100%
DOWDOW
-100%
Booking HoldingsBKNG
-100%
Suncor EnergySU
-100%
Ishares S&P Gsci Commodity-GSG
-100%
Honeywell InternationalHON
-100%
John Hancock Exchange TradedJHML
-100%
Ishares TRIYE
-100%
Vanguard Index FDSVB
-100%

Holdings

Ishares TRIVV
Share
12.5%
Value
$93m
Shares
124,013
Held
Berkshire Hathaway INC DELBRK-A
Share
11.3%
Value
$84m
Shares
112
Held
American Centy ETF TRAVLC
Share
4.4%
Value
$33m
Shares
363,663
+7%
Berkshire HathawayBRK-B
Share
3.5%
Value
$26m
Shares
51,648
Held
Ishares TRIJH
Share
3.1%
Value
$23m
Shares
302,785
-16%
Ishares TRUSMV
Share
3.0%
Value
$22m
Shares
230,337
Held
Ishares TRQUAL
Share
2.4%
Value
$18m
Shares
81,845
Held
Dimensional ETF TrustDFSV
Share
2.4%
Value
$18m
Shares
457,938
-2%
Ishares TRMTUM
Share
2.3%
Value
$17m
Shares
49,716
-3%
EA Series TrustBOXX
Share
2.2%
Value
$17m
Shares
141,915
+17%
Dimensional ETF TrustDFAI
Share
2.2%
Value
$17m
Shares
400,918
+5%
Ishares TRDGRO
Share
2.2%
Value
$17m
Shares
218,014
Held
AbbVieABBV
Share
1.6%
Value
$12m
Shares
48,290
Held
Ishares TRITOT
Share
1.3%
Value
$10m
Shares
61,089
Held
Ishares TRSOXX
Share
1.3%
Value
$10m
Shares
15,472
-28%
Ishares TRIGV
Share
1.3%
Value
$9m
Shares
104,489
New
Ishares TRIAI
Share
1.2%
Value
$9m
Shares
52,860
+6%
EA Series TrustQVAL
Share
1.2%
Value
$9m
Shares
165,606
+9%
Ishares TRITA
Share
1.2%
Value
$9m
Shares
37,594
-7%
EA Series TrustTCV
Share
1.2%
Value
$9m
Shares
284,291
Held
Ishares TRIYJ
Share
1.2%
Value
$9m
Shares
54,248
+3%
GentexGNTX
Share
1.2%
Value
$9m
Shares
357,319
Held
Ishares TRIYZ
Share
1.2%
Value
$9m
Shares
213,136
New
Invesco Exch Traded FD TR IIIDHQ
Share
1.2%
Value
$9m
Shares
205,312
-4%
Ishares TRIDGT
Share
1.2%
Value
$9m
Shares
73,077
New
State STR Spdr S&P 500 ETF TSPY
Share
1.1%
Value
$8m
Shares
10,925
Held
Ishares TRVLUE
Share
1.1%
Value
$8m
Shares
39,135
Held
Invesco Exchange Traded FD TSPHQ
Share
1.0%
Value
$8m
Shares
83,944
-5%
Ishares TREFAV
Share
0.9%
Value
$7m
Shares
75,883
Held
Dimensional ETF TrustDFAS
Share
0.9%
Value
$7m
Shares
79,436
+10%
Ishares TRSHY
Share
0.8%
Value
$6m
Shares
74,778
-15%
Vanguard Index FDSVTV
Share
0.8%
Value
$6m
Shares
27,949
-69%
IsharesEEMV
Share
0.8%
Value
$6m
Shares
76,990
Held
SoFi TechnologiesSOFI
Share
0.7%
Value
$5m
Shares
285,900
+13%
Invesco Exchange Traded FD TRSP
Share
0.7%
Value
$5m
Shares
23,211
-27%
Ishares TRACWI
Share
0.7%
Value
$5m
Shares
30,898
-3%
Vanguard Index FDSVOO
Share
0.6%
Value
$5m
Shares
6,802
-3%
AppleAAPL
Share
0.6%
Value
$5m
Shares
16,135
-28%
Ishares Gold TRIAU
Share
0.6%
Value
$5m
Shares
61,194
-64%
Vanguard World FDESGV
Share
0.6%
Value
$4m
Shares
32,251
Held
Ishares TRIJR
Share
0.6%
Value
$4m
Shares
28,457
Held
Abbott LaboratoriesABT
Share
0.5%
Value
$4m
Shares
44,700
Held
Amazon.comAMZN
Share
0.5%
Value
$4m
Shares
16,967
-13%
JPMorgan ChaseJPM
Share
0.5%
Value
$3m
Shares
10,579
-5%
American Centy ETF TRAVLV
Share
0.5%
Value
$3m
Shares
36,677
+7%
Vanguard Intl Equity Index FVT
Share
0.4%
Value
$3m
Shares
21,245
+15%
Taiwan Semiconductor ManufacturingTSM
Share
0.4%
Value
$3m
Shares
6,820
-2%
MicrosoftMSFT
Share
0.4%
Value
$3m
Shares
8,609
-10%
T Rowe Price Exchange-TradedTAXE
Share
0.4%
Value
$3m
Shares
56,905
Held
Colgate-PalmoliveCL
Share
0.3%
Value
$3m
Shares
27,865
Held
Ishares TRIEFA
Share
0.3%
Value
$3m
Shares
26,431
+19%
Invesco QQQ TRQQQ
Share
0.3%
Value
$3m
Shares
3,421
-3%
Ishares Silver TRSLV
Share
0.3%
Value
$2m
Shares
45,420
-4%
Johnson & JohnsonJNJ
Share
0.3%
Value
$2m
Shares
9,432
-4%
Ishares TRIQLT
Share
0.3%
Value
$2m
Shares
47,639
-3%
Wisdomtree TRDON
Share
0.3%
Value
$2m
Shares
41,070
Held
Wisdomtree TRDNL
Share
0.3%
Value
$2m
Shares
47,681
+6%
CaterpillarCAT
Share
0.3%
Value
$2m
Shares
2,054
-10%
EA Series TrustGEQ
Share
0.3%
Value
$2m
Shares
39,079
New
Ishares TRIWR
Share
0.3%
Value
$2m
Shares
17,968
Held
Bitwise Bitcoin ETF TRBITB
Share
0.3%
Value
$2m
Shares
61,918
+42%
Procter & GamblePG
Share
0.3%
Value
$2m
Shares
13,416
Held
IsharesIEMG
Share
0.3%
Value
$2m
Shares
23,721
+13%
Vanguard Index FDSVOE
Share
0.3%
Value
$2m
Shares
9,729
Held
Ishares TREFA
Share
0.3%
Value
$2m
Shares
18,217
Held
First TR Exchange Traded FDAIRR
Share
0.2%
Value
$2m
Shares
13,174
Held
Wisdomtree TRAIVL
Share
0.2%
Value
$2m
Shares
13,281
Held
Ishares TRIWV
Share
0.2%
Value
$2m
Shares
3,946
Held
Ishares TRIWM
Share
0.2%
Value
$2m
Shares
5,558
Held
Vanguard Specialized FundsVIG
Share
0.2%
Value
$2m
Shares
6,420
Held
StrykerSYK
Share
0.2%
Value
$1m
Shares
4,640
+4%
EA Series TrustQMOM
Share
0.2%
Value
$1m
Shares
18,513
+150%
AlphabetGOOGL
Share
0.2%
Value
$1m
Shares
3,834
Held
Ishares TRFLOT
Share
0.2%
Value
$1m
Shares
25,073
+25%
Vanguard World FDMGK
Share
0.2%
Value
$1m
Shares
14,490
Held
Wisdomtree TRDGRW
Share
0.2%
Value
$1m
Shares
13,311
Held
Invesco Exchange Traded FD TRPV
Share
0.2%
Value
$1m
Shares
10,377
Held
State STR Spdr DOW Jones INDDIA
Share
0.2%
Value
$1m
Shares
2,243
-14%
Vanguard World FDVSGX
Share
0.2%
Value
$1m
Shares
13,859
-5%
DeereDE
Share
0.1%
Value
$1m
Shares
1,752
-4%
First TR Exchange-Traded FDFXR
Share
0.1%
Value
$1m
Shares
12,135
Held
Spdr Gold TRGLD
Share
0.1%
Value
$1m
Shares
2,986
+2%
EatonETN
Share
0.1%
Value
$1m
Shares
2,492
Held
ExxonMobil HoldingsXOM
Share
0.1%
Value
$1m
Shares
7,728
Held
NvidiaNVDA
Share
0.1%
Value
$1m
Shares
5,254
+304%
Invesco Exch Traded FD TR IIQQQM
Share
0.1%
Value
$1m
Shares
3,424
-3%
WalmartWMT
Share
0.1%
Value
$1m
Shares
9,077
Held
Wisdomtree TRDLN
Share
0.1%
Value
$958,770
Shares
9,954
Held
First TR Exchange-Traded ALPFTC
Share
0.1%
Value
$944,629
Shares
4,875
Held
ETF SER SolutionsBGIG
Share
0.1%
Value
$933,858
Shares
26,020
New
Invesco Exchange Traded FD TCZA
Share
0.1%
Value
$929,482
Shares
7,580
-51%
Advisors Inner Circle FD IIIGQGU
Share
0.1%
Value
$924,484
Shares
36,397
Held
Innovator Etfs TrustSFLR
Share
0.1%
Value
$921,638
Shares
23,889
Held
Schwab Strategic TRSCHV
Share
0.1%
Value
$914,285
Shares
26,265
Held
Ishares TRSUSA
Share
0.1%
Value
$911,142
Shares
5,905
Held
Ishares TRESML
Share
0.1%
Value
$910,373
Shares
16,277
Held
Flexshares TRESG
Share
0.1%
Value
$907,780
Shares
5,164
Held
McDonald'sMCD
Share
0.1%
Value
$883,103
Shares
3,267
-2%
Ishares TRIXN
Share
0.1%
Value
$857,778
Shares
5,937
Held
AlphabetGOOG
Share
0.1%
Value
$852,232
Shares
2,412
-10%

Company	Share of fund	Value	Shares	Change
Ishares TRIVV	12.5%	$93m	124,013	Held
Berkshire Hathaway INC DELBRK-A	11.3%	$84m	112	Held
American Centy ETF TRAVLC	4.4%	$33m	363,663	+7%
Berkshire HathawayBRK-B	3.5%	$26m	51,648	Held
Ishares TRIJH	3.1%	$23m	302,785	-16%
Ishares TRUSMV	3.0%	$22m	230,337	Held
Ishares TRQUAL	2.4%	$18m	81,845	Held
Dimensional ETF TrustDFSV	2.4%	$18m	457,938	-2%
Ishares TRMTUM	2.3%	$17m	49,716	-3%
EA Series TrustBOXX	2.2%	$17m	141,915	+17%
Dimensional ETF TrustDFAI	2.2%	$17m	400,918	+5%
Ishares TRDGRO	2.2%	$17m	218,014	Held
AbbVieABBV	1.6%	$12m	48,290	Held
Ishares TRITOT	1.3%	$10m	61,089	Held
Ishares TRSOXX	1.3%	$10m	15,472	-28%
Ishares TRIGV	1.3%	$9m	104,489	New
Ishares TRIAI	1.2%	$9m	52,860	+6%
EA Series TrustQVAL	1.2%	$9m	165,606	+9%
Ishares TRITA	1.2%	$9m	37,594	-7%
EA Series TrustTCV	1.2%	$9m	284,291	Held
Ishares TRIYJ	1.2%	$9m	54,248	+3%
GentexGNTX	1.2%	$9m	357,319	Held
Ishares TRIYZ	1.2%	$9m	213,136	New
Invesco Exch Traded FD TR IIIDHQ	1.2%	$9m	205,312	-4%
Ishares TRIDGT	1.2%	$9m	73,077	New
State STR Spdr S&P 500 ETF TSPY	1.1%	$8m	10,925	Held
Ishares TRVLUE	1.1%	$8m	39,135	Held
Invesco Exchange Traded FD TSPHQ	1.0%	$8m	83,944	-5%
Ishares TREFAV	0.9%	$7m	75,883	Held
Dimensional ETF TrustDFAS	0.9%	$7m	79,436	+10%
Ishares TRSHY	0.8%	$6m	74,778	-15%
Vanguard Index FDSVTV	0.8%	$6m	27,949	-69%
IsharesEEMV	0.8%	$6m	76,990	Held
SoFi TechnologiesSOFI	0.7%	$5m	285,900	+13%
Invesco Exchange Traded FD TRSP	0.7%	$5m	23,211	-27%
Ishares TRACWI	0.7%	$5m	30,898	-3%
Vanguard Index FDSVOO	0.6%	$5m	6,802	-3%
AppleAAPL	0.6%	$5m	16,135	-28%
Ishares Gold TRIAU	0.6%	$5m	61,194	-64%
Vanguard World FDESGV	0.6%	$4m	32,251	Held
Ishares TRIJR	0.6%	$4m	28,457	Held
Abbott LaboratoriesABT	0.5%	$4m	44,700	Held
Amazon.comAMZN	0.5%	$4m	16,967	-13%
JPMorgan ChaseJPM	0.5%	$3m	10,579	-5%
American Centy ETF TRAVLV	0.5%	$3m	36,677	+7%
Vanguard Intl Equity Index FVT	0.4%	$3m	21,245	+15%
Taiwan Semiconductor ManufacturingTSM	0.4%	$3m	6,820	-2%
MicrosoftMSFT	0.4%	$3m	8,609	-10%
T Rowe Price Exchange-TradedTAXE	0.4%	$3m	56,905	Held
Colgate-PalmoliveCL	0.3%	$3m	27,865	Held
Ishares TRIEFA	0.3%	$3m	26,431	+19%
Invesco QQQ TRQQQ	0.3%	$3m	3,421	-3%
Ishares Silver TRSLV	0.3%	$2m	45,420	-4%
Johnson & JohnsonJNJ	0.3%	$2m	9,432	-4%
Ishares TRIQLT	0.3%	$2m	47,639	-3%
Wisdomtree TRDON	0.3%	$2m	41,070	Held
Wisdomtree TRDNL	0.3%	$2m	47,681	+6%
CaterpillarCAT	0.3%	$2m	2,054	-10%
EA Series TrustGEQ	0.3%	$2m	39,079	New
Ishares TRIWR	0.3%	$2m	17,968	Held
Bitwise Bitcoin ETF TRBITB	0.3%	$2m	61,918	+42%
Procter & GamblePG	0.3%	$2m	13,416	Held
IsharesIEMG	0.3%	$2m	23,721	+13%
Vanguard Index FDSVOE	0.3%	$2m	9,729	Held
Ishares TREFA	0.3%	$2m	18,217	Held
First TR Exchange Traded FDAIRR	0.2%	$2m	13,174	Held
Wisdomtree TRAIVL	0.2%	$2m	13,281	Held
Ishares TRIWV	0.2%	$2m	3,946	Held
Ishares TRIWM	0.2%	$2m	5,558	Held
Vanguard Specialized FundsVIG	0.2%	$2m	6,420	Held
StrykerSYK	0.2%	$1m	4,640	+4%
EA Series TrustQMOM	0.2%	$1m	18,513	+150%
AlphabetGOOGL	0.2%	$1m	3,834	Held
Ishares TRFLOT	0.2%	$1m	25,073	+25%
Vanguard World FDMGK	0.2%	$1m	14,490	Held
Wisdomtree TRDGRW	0.2%	$1m	13,311	Held
Invesco Exchange Traded FD TRPV	0.2%	$1m	10,377	Held
State STR Spdr DOW Jones INDDIA	0.2%	$1m	2,243	-14%
Vanguard World FDVSGX	0.2%	$1m	13,859	-5%
DeereDE	0.1%	$1m	1,752	-4%
First TR Exchange-Traded FDFXR	0.1%	$1m	12,135	Held
Spdr Gold TRGLD	0.1%	$1m	2,986	+2%
EatonETN	0.1%	$1m	2,492	Held
ExxonMobil HoldingsXOM	0.1%	$1m	7,728	Held
NvidiaNVDA	0.1%	$1m	5,254	+304%
Invesco Exch Traded FD TR IIQQQM	0.1%	$1m	3,424	-3%
WalmartWMT	0.1%	$1m	9,077	Held
Wisdomtree TRDLN	0.1%	$958,770	9,954	Held
First TR Exchange-Traded ALPFTC	0.1%	$944,629	4,875	Held
ETF SER SolutionsBGIG	0.1%	$933,858	26,020	New
Invesco Exchange Traded FD TCZA	0.1%	$929,482	7,580	-51%
Advisors Inner Circle FD IIIGQGU	0.1%	$924,484	36,397	Held
Innovator Etfs TrustSFLR	0.1%	$921,638	23,889	Held
Schwab Strategic TRSCHV	0.1%	$914,285	26,265	Held
Ishares TRSUSA	0.1%	$911,142	5,905	Held
Ishares TRESML	0.1%	$910,373	16,277	Held
Flexshares TRESG	0.1%	$907,780	5,164	Held
McDonald'sMCD	0.1%	$883,103	3,267	-2%
Ishares TRIXN	0.1%	$857,778	5,937	Held
AlphabetGOOG	0.1%	$852,232	2,412	-10%

Showing the largest 100 of 202.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 39.4% since 30 June 2025.

Where the money is

Financial services5.3%

Health care2.8%

Technology2.1%

Retail & consumer2.0%

Everyday goods0.9%

Industrials0.8%

Media & telecom0.4%

Energy0.2%

Materials0.1%

Utilities0.1%

Other85.2%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.