Sign In
test

Rhonda Carter

Well Done, Llc

Assets Managed
$680.778M
Holdings
197
Last Quarter
2026 - Q1
Filed Date
1mo 12d ago
Growth Rate
1.75%(2Q avg: 7.84%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Well Done, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 197 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 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 680.778M in assets, with a quarterly growth rate of 1.75% and a 2-quarter average growth rate of 7.84%. The portfolio is managed by Rhonda Carter, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
11.82%
$80.432M
112 shares@ $718140.0 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 3.61%
11.75%
$79.935M
122,372 shares@ $653.22 avg price
AVLC
Avantis Us Lg Cap Eq Etf
Recent Activity
Increased 14.11%
3.87%
$26.322M
339,426 shares@ $77.56 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.29%
3.57%
$24.293M
50,694 shares@ $479.21 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 2.86%
3.57%
$24.28M
359,539 shares@ $67.53 avg price
USMV
Ishares Msci Usa Min Vol Fac
Recent Activity
Decreased -6.58%
3.11%
$21.16M
228,169 shares@ $92.74 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 0.35%
2.64%
$17.909M
91,279 shares@ $196.21 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Increased 9.23%
2.42%
$16.408M
468,270 shares@ $35.05 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -8.18%
2.33%
$15.825M
82,502 shares@ $191.82 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Decreased -2.03%
2.27%
$15.452M
220,184 shares@ $70.18 avg price

1-10 of 197