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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
SHYIshares Tr
Recent Activity
1.05%
$5.719M
68,776 shares@ $83.15 avg price
VLUEIshares Tr
Recent Activity
0.99%
$5.364M
49,196 shares@ $109.04 avg price
ABTAbbott Labs
Recent Activity
0.94%
$5.12M
44,909 shares@ $114.01 avg price
ITAIshares Tr
Recent Activity
0.88%
$4.806M
32,116 shares@ $149.64 avg price
IGVIshares Tr
Recent Activity
0.88%
$4.768M
53,354 shares@ $89.38 avg price
ITBIshares Tr
Recent Activity
0.88%
$4.76M
37,448 shares@ $127.1 avg price
IYJIshares Tr
Recent Activity
0.88%
$4.754M
35,564 shares@ $133.67 avg price
IAIIshares Tr
Recent Activity
0.87%
$4.731M
36,804 shares@ $128.56 avg price
IAKIshares Tr
Recent Activity
0.86%
$4.683M
36,290 shares@ $129.05 avg price
VTVVanguard Index Fds
Recent Activity
0.84%
$4.582M
26,247 shares@ $174.58 avg price