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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 $731,514,787
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 122,234 $93,612,842 12.8%
2.
Berkshire Hathaway Inc
 BRK-B 105 $78,435,525 10.72%
3.
American Centy Etf Tr
 372,992 $33,669,988 4.6%
4.
Ea Series Trust
 268,764 $31,818,970 4.35%
5.
Berkshire Hathaway Inc
 BRK-B 51,204 $25,497,032 3.49%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.