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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
DLNWisdomtree Tr
Recent Activity
0.13%
$657,076
8,364 shares@ $78.57 avg price
PEPPepsico Inc
Recent Activity
0.12%
$655,110
3,853 shares@ $170.03 avg price
ISMDNorthern Lts Fd Tr Iv
Recent Activity
0.12%
$654,154
17,260 shares@ $37.9 avg price
FTCFirst Trust Lrgcp Gwt Alphad
Recent Activity
0.12%
$640,770
4,875 shares@ $131.44 avg price
VSGXVanguard World Fd
Recent Activity
0.12%
$636,523
10,349 shares@ $61.51 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
0.12%
$627,470
3,613 shares@ $173.68 avg price
ESMLIshares Tr
Recent Activity
0.12%
$627,300
15,000 shares@ $41.82 avg price
BSCPInvesco Exch Trd Slf Idx Fd
Recent Activity
0.12%
$625,943
30,312 shares@ $20.66 avg price
IWFIshares Tr
Recent Activity
0.12%
$605,113
1,612 shares@ $375.39 avg price
VTVanguard Intl Equity Index F
Recent Activity
0.12%
$604,761
5,053 shares@ $119.69 avg price