VanderPol Investments
Latest statistics and disclosures from VanderPol Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, SCHX, SCHZ, DFAU, SCMB, and represent 38.74% of VanderPol Investments's stock portfolio.
- Added to shares of these 10 stocks: SCMB, BNDW, BCD, SCHX, HYMB, EDV, STIP, IEMG, AVGO, LIN.
- Started 6 new stock positions in AVGO, CRH, STIP, SCMB, LIN, TM.
- Reduced shares in these 10 stocks: META, DFAC, MUB, XLK, RACE, AMZN, INTC, GOOGL, GUNR, SMFG.
- Sold out of its positions in MUB, SMFG, TEF, RACE.
- VanderPol Investments was a net buyer of stock by $3.6M.
- VanderPol Investments has $35M in assets under management (AUM), dropping by 18.81%.
- Central Index Key (CIK): 0002015682
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Portfolio Holdings for VanderPol Investments
VanderPol Investments holds 45 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 10.9 | $3.8M | -8% | 119k | 31.95 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 8.3 | $2.9M | +16% | 47k | 62.06 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 6.8 | $2.4M | +7% | 51k | 46.00 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 6.5 | $2.3M | +5% | 62k | 36.54 |
|
| Schwab Strategic Tr Mun Bd Etf (SCMB) | 6.3 | $2.2M | NEW | 42k | 52.05 |
|
| Abrdn Etfs Bbrg All Commdy (BCD) | 4.9 | $1.7M | +75% | 54k | 31.55 |
|
| Ishares Tr Core Msci Intl (IDEV) | 4.6 | $1.6M | 24k | 67.13 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 3.7 | $1.3M | 26k | 50.60 |
|
|
| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 3.6 | $1.3M | +309% | 18k | 68.61 |
|
| Ishares Core Msci Emkt (IEMG) | 2.6 | $892k | +40% | 17k | 51.60 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 2.5 | $868k | +12% | 18k | 49.19 |
|
| Select Sector Spdr Tr Financial (XLF) | 2.3 | $789k | -7% | 19k | 42.12 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.2 | $766k | -12% | 5.2k | 147.73 |
|
| Stryker Corporation (SYK) | 2.0 | $696k | 1.9k | 357.95 |
|
|
| Microsoft Corporation (MSFT) | 1.9 | $672k | -9% | 1.6k | 420.72 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 1.9 | $661k | -2% | 25k | 26.75 |
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 1.9 | $660k | +96% | 26k | 25.69 |
|
| Vanguard World Extended Dur (EDV) | 1.8 | $626k | +98% | 8.2k | 76.60 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.6 | $558k | -3% | 19k | 30.22 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.5 | $536k | -3% | 22k | 24.72 |
|
| Apple (AAPL) | 1.5 | $531k | -8% | 3.1k | 171.48 |
|
| Flexshares Tr Mornstar Upstr (GUNR) | 1.5 | $530k | -22% | 13k | 41.07 |
|
| Meta Platforms Cl A (META) | 1.4 | $485k | -47% | 998.00 | 485.58 |
|
| salesforce (CRM) | 1.3 | $437k | -21% | 1.5k | 301.18 |
|
| Amazon (AMZN) | 1.2 | $426k | -31% | 2.4k | 180.38 |
|
| NVIDIA Corporation (NVDA) | 1.2 | $420k | +3% | 465.00 | 903.56 |
|
| Select Sector Spdr Tr Indl (XLI) | 1.1 | $371k | -13% | 2.9k | 125.96 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.0 | $364k | -42% | 1.7k | 208.27 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.0 | $346k | -10% | 1.9k | 183.89 |
|
| Adobe Systems Incorporated (ADBE) | 1.0 | $340k | +33% | 673.00 | 504.60 |
|
| Intel Corporation (INTC) | 0.9 | $322k | -37% | 7.3k | 44.17 |
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.9 | $320k | +7% | 14k | 23.46 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.8 | $294k | NEW | 3.0k | 99.43 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $258k | -38% | 1.7k | 150.93 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.7 | $249k | -12% | 2.6k | 94.41 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.7 | $249k | -11% | 9.8k | 25.49 |
|
| Broadcom (AVGO) | 0.7 | $245k | NEW | 185.00 | 1325.41 |
|
| Visa Com Cl A (V) | 0.7 | $242k | +10% | 867.00 | 279.08 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.7 | $233k | -15% | 2.8k | 81.66 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.6 | $220k | -27% | 4.6k | 48.21 |
|
| Linde SHS (LIN) | 0.6 | $213k | NEW | 459.00 | 464.32 |
|
| Toyota Motor Corp Ads (TM) | 0.6 | $209k | NEW | 829.00 | 251.68 |
|
| CRH Ord (CRH) | 0.6 | $202k | NEW | 2.3k | 86.26 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.6 | $197k | -21% | 19k | 10.23 |
|
| Banco Santander Adr (SAN) | 0.2 | $75k | 15k | 4.84 |
|
Past Filings by VanderPol Investments
SEC 13F filings are viewable for VanderPol Investments going back to 2023
- VanderPol Investments 2024 Q1 filed April 10, 2024
- VanderPol Investments 2023 Q4 filed March 15, 2024