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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
DFASDimensional Etf Trust
Recent Activity
0.8%
$4.343M
66,955 shares@ $64.86 avg price
VOOVanguard Index Fds
Recent Activity
0.8%
$4.321M
8,189 shares@ $527.68 avg price
MSFTMicrosoft Corp
Recent Activity
0.73%
$3.953M
9,187 shares@ $430.28 avg price
ACWIIshares Tr
Recent Activity
0.68%
$3.671M
30,703 shares@ $119.55 avg price
IJRIshares Tr
Recent Activity
0.67%
$3.643M
31,151 shares@ $116.96 avg price
ESGVVanguard World Fd
Recent Activity
0.59%
$3.209M
31,574 shares@ $101.65 avg price
IQLTIshares Tr
Recent Activity
0.57%
$3.066M
73,887 shares@ $41.5 avg price
CLColgate Palmolive Co
Recent Activity
0.55%
$2.96M
28,518 shares@ $103.82 avg price
AMZNAmazon Com Inc
Recent Activity
0.5%
$2.718M
14,585 shares@ $186.33 avg price
BOXXEa Series Trust
Recent Activity
0.49%
$2.637M
24,212 shares@ $108.93 avg price