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Home > Institutional Investor > Well Done, Llc > Profile

Instuitional Investor - Well Done, Llc

Fund Profile
Filing Period:
Fund Name: Well Done, Llc
Portfolio Value $533,199,854
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 112 $81,625,600 15.31%
2.
Ishares Trust
 IEF 114,619 $71,166,365 13.35%
3.
Berkshire Hathaway Inc
 BRK.A 48,154 $23,391,769 4.39%
4.
Ishares Tr - MSCI USA MIN VOL
 244,014 $22,905,582 4.3%
5.
Ishares Tr - MSCI USA QLT FCT
 92,472 $16,905,692 3.17%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)