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Rhonda Carter

@Well Done, Llc

Latest period2024 - Q4ReportedManaged Assets$546.401MTotal holdings178
Assets growth rate-0.15%Assets growth rate (2-Q avg)6.78%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Well Done, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 178 positions.

Assets under management

The assets under management (AUM) of Well Done, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 546.401M in assets, with a quarterly growth rate of -0.15% and a 2-quarter average growth rate of 6.78%. The portfolio is managed by Rhonda Carter, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRK.ABerkshire Hathaway Inc Del
Recent Activity
14.3%
$78.103M
113 shares@ $691180.0 avg price
IVVIshares Tr
Recent Activity
12.07%
$65.913M
114,270 shares@ $576.82 avg price
VOXXVoxx Intl Corp
Recent Activity
7.53%
$41.11M
6.464M shares@ $6.37 avg price
USMVIshares Tr
Recent Activity
4.19%
$22.88M
250,574 shares@ $91.31 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
3.6%
$19.626M
42,641 shares@ $460.27 avg price
QUALIshares Tr
Recent Activity
3.42%
$18.641M
103,968 shares@ $179.3 avg price
DGROIshares Tr
Recent Activity
3%
$16.362M
261,000 shares@ $62.69 avg price
MTUMIshares Tr
Recent Activity
2.18%
$11.858M
58,483 shares@ $202.76 avg price
GNTXGentex Corp
Recent Activity
2.17%
$11.828M
398,372 shares@ $29.69 avg price
DFSVDimensional Etf Trust
Recent Activity
2.16%
$11.767M
382,053 shares@ $30.8 avg price