StockDriftsStockDriftsTop 50 Well Done, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 11.81% | 112 | $80.4M | +0.00%(+0) | $210280.44(+232.87%) | 2026-03-31 | |
| IVV | ISHARES TR | 11.74% | 122.4K | $79.9M | +3.60%(+4.25K) | $273.47(+165.84%) | 2026-03-31 | |
| AVLC | AMERICAN CENTY ETF TR | 3.87% | 339.4K | $26.3M | +14.10%(+41.96K) | $77.63(+11.06%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.57% | 50.7K | $24.3M | -0.30%(-151) | $271.70(+71.33%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.57% | 359.5K | $24.3M | +2.85%(+9.98K) | $62.81(+16.66%) | 2026-03-31 | |
| USMV | ISHARES TR | 3.11% | 228.2K | $21.2M | -6.58%(-16.08K) | $58.91(+60.35%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.63% | 91.3K | $17.9M | +0.34%(+313) | $167.54(+23.27%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 2.41% | 468.3K | $16.4M | +9.23%(+39.55K) | $29.79(+26.50%) | 2026-03-31 | |
| QUAL | ISHARES TR | 2.32% | 82.5K | $15.8M | -8.19%(-7.36K) | $86.43(+140.09%) | 2026-03-31 | |
| DGRO | ISHARES TR | 2.27% | 220.2K | $15.5M | -2.04%(-4.58K) | $41.59(+76.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.38% | +45.75% |
| Top 20 Holdings Unweighted | +11.76% | +39.58% |
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