Titelia

Holdings of Well Done, LLC

161 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 52.1 % of the equity sleeve

Sector breakdown

  • Funds 32.6 %
  • Financials 18.1 %
  • Health care 3.2 %
  • Technology 2.2 %
  • Consumer staples 1.2 %
  • Consumer discretionary 1.0 %
  • Industrials 0.6 %
  • Communication 0.4 %
  • Energy 0.3 %
  • Materials 0.1 %
  • Utilities 0.1 %
  • Unattributed 40.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.6 %
  • TW 0.4 %
  • NL 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US159612.1M $99.58 %
2TW12.4M $0.38 %
3NL1208.3K $0.03 %

Positions

RankCompanySharesValueWeight
1Berkshire Hathaway Inc 11280.4M $
2iShares Core S&P 500 ETF 122,37279.9M $
3Avantis US Large Cap Equity ETF 339,42626.3M $
4Berkshire Hathaway Inc 50,69424.3M $
5iShares Core S&P Mid-Cap ETF 359,53924.3M $
6iShares MSCI USA Min Vol Factor ETF 228,16921.2M $
7Vanguard Value ETF 91,27917.9M $
8iShares Trust 82,50215.8M $
9iShares Core Dividend Growth ETF 220,18415.5M $
10Dimensional ETF Trust 380,40514.8M $
11Ishares Gold Trust 167,79014.8M $
12Alpha Architect 1-3 Month Box 121,52014.1M $
13iShares MSCI USA Momentum Factor ETF 51,05612.3M $
14AbbVie Inc 48,24810.5M $
15iShares Trust 40,4688.9M $
16iShares Core S&P Total U.S. Stock Market ETF 61,9988.8M $
17iShares U.S. Broker-Dealers & Securities Exchanges ETF 49,7308.2M $
18iShares Trust 271,7457.9M $
19Gentex Corp 357,6997.8M $
20iShares Trust 52,6907.8M $
21iShares Trust 88,1817.3M $
22State Street SPDR S&P 500 ETF Trust 11,0667.2M $
23iShares Trust 21,5297.1M $
24iShares MSCI EAFE Min Vol Factor ETF 75,7246.9M $
25Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 88,6896.7M $
26iShares MSCI Global Gold Miners ETF 83,0606.6M $
27Invesco S&P 500 Equal Weight ETF 31,8716.1M $
28Apple Inc 22,3355.7M $
29iShares MSCI USA Value Factor ETF 39,5205.6M $
30Dimensional U S Small Cap ETF 72,3665.1M $
31iShares MSCI Emerging Markets Min Vol Factor ETF 78,3505.1M $
32Abbott Laboratories 44,8094.6M $
33iShares Trust 31,7234.4M $
34Vanguard S&P 500 ETF 6,9954.2M $
35Amazon.com Inc 19,4184M $
36SoFi Technologies Inc 252,1004M $
37iShares Core S&P Small-Cap ETF 28,4613.5M $
38Microsoft Corp 9,5583.5M $
39JPMorgan Chase & Co 11,0993.3M $
40iShares Silver Trust 47,5063.2M $
41Avantis US Large Cap Value ETF 34,2752.8M $
42Vanguard Total World Stock ETF 18,4472.6M $
43Johnson & Johnson 9,8712.4M $
44Colgate-Palmolive Co 27,8002.4M $
45Taiwan Semiconductor Manufacturing Co Ltd 6,9712.4M $
46iShares MSCI International Quality Factor ETF 49,3632.3M $
47WisdomTree Trust 41,7242.2M $
48Invesco QQQ Trust Series 1 3,5302M $
49iShares Core MSCI EAFE ETF 22,1542M $
50Procter & Gamble Co/The 13,3691.9M $
51Vanguard Index Funds 9,7691.8M $
52iShares MSCI EAFE ETF 18,2171.8M $
53iShares Trust 17,6971.7M $
54Caterpillar Inc 2,2711.6M $
55Bitwise Bitcoin ETF 43,6211.6M $
56Stryker Corp 4,4701.5M $
57iShares Core MSCI Emerging Markets ETF 21,0071.5M $
58iShares Russell 3000 ETF 3,9461.5M $
59VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 6,4251.4M $
60iShares Russell 2000 ETF 5,5471.4M $
61Exxon Mobil Corp 7,7371.3M $
62SPDR Gold Shares 2,9241.3M $
63State Street Spdr Dow Jones Industrial Average Etf Trust 2,5941.2M $
64WisdomTree Trust 13,3301.2M $
65iShares Core U.S. Aggregate Bond ETF 11,6051.2M $
66Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF 10,4651.1M $
67Walmart Inc 9,0031.1M $
68Alphabet Inc 3,7861.1M $
69Vanguard Mega Cap Growth ETF 2,8981.1M $
70McDonald's Corp. 3,3411M $
71Deere & Co 1,8211M $
72iShares Trust 20,0901M $
73Wisdomtree Trust 10,114903.5K $
74Innovator Equity Man 23,993849.6K $
75Visa Inc 2,797845.4K $
76INVESCO EXCHANGE-TRADED FUND TRUST II 3,532839.3K $
77iShares MSCI Global Min Vol Factor ETF 6,921827.1K $
78Schwab Strategic Trust 26,265801.1K $
79iShares ESG Optimized MSCI USA ETF 5,905780.1K $
80Alphabet Inc 2,685770.2K $
81iShares ESG Aware MSCI USA Small-Cap ETF 16,277765.3K $
82First Trust Exchange-Traded AlphaDEX Fund 4,875751.4K $
83Huntington Bancshares Inc/OH 47,589744.8K $
84Costco Wholesale Corp 697694.5K $
85Home Depot Inc/The 2,099690.3K $
86ARK 21Shares Bitcoin ETF 30,510686.2K $
87Wintrust Financial Corp 4,658647.2K $
88NextEra Energy Inc 6,801631.7K $
89iShares Russell 1000 Growth ETF 1,452619.1K $
90PepsiCo Inc 3,915607.9K $
91Meta Platforms Inc 1,044597.6K $
92iShares Trust 5,937593.5K $
93Chevron Corp 2,843588.2K $
94Wells Fargo & Co 6,807541.9K $
95Cambria Global EW ETF 10,682538.7K $
96Alpha Architect US Quantitativ 7,417506.7K $
97Invesco S&P 500 Momentum ETF 4,508505.4K $
98iShares MSCI Emerging Markets ETF 8,883504.5K $
99Vanguard International Equity Index Funds 9,180496.2K $
100iShares Trust 6,605491.1K $