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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
SVALIshares Tr
Recent Activity
0.15%
$803,503
24,954 shares@ $32.2 avg price
METAMeta Platforms Inc
Recent Activity
0.15%
$784,927
1,372 shares@ $572.11 avg price
WMTWalmart Inc
Recent Activity
0.15%
$783,114
9,698 shares@ $80.76 avg price
XMLVInvesco Exch Traded Fd Tr Ii
Recent Activity
0.14%
$747,238
12,242 shares@ $61.04 avg price
GDXVaneck Etf Trust
Recent Activity
0.14%
$736,949
18,507 shares@ $39.83 avg price
MLKNMillerknoll Inc
Recent Activity
0.14%
$727,968
29,401 shares@ $24.76 avg price
IEFAIshares Tr
Recent Activity
0.14%
$717,826
9,197 shares@ $78.06 avg price
SCHVSchwab Strategic Tr
Recent Activity
0.13%
$703,639
8,755 shares@ $80.37 avg price
SUSAIshares Tr
Recent Activity
0.13%
$669,392
5,562 shares@ $120.36 avg price
ESGFlexshares Tr
Recent Activity
0.13%
$659,919
4,858 shares@ $135.85 avg price