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VanderPol Investments

Latest statistics and disclosures from VanderPol Investments's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, SCHX, SCHZ, SCHP, IDEV, and represent 48.54% of VanderPol Investments's stock portfolio.
Added to shares of these 10 stocks: SCHZ, SPHY, DXUV, BSOL, NFLX, VGT, WFC, JNJ, BWX, DFGR.
Started 4 new stock positions in JNJ, WFC, BSOL, VGT.
Reduced shares in these 10 stocks: SPY, SCMB, , LIN, IBND, SCHP, META, MUFG, WMT, CSCO.
Sold out of its positions in HYMB, SCMB, LIN.
VanderPol Investments was a net buyer of stock by $374k.
VanderPol Investments has $59M in assets under management (AUM), dropping by -0.32%.
Central Index Key (CIK): 0002015682

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Portfolio Holdings for VanderPol Investments

VanderPol Investments holds 56 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)	18.0	$11M	-18%	15k	681.92	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	13.4	$7.9M		292k	26.91	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	7.3	$4.3M	+39%	182k	23.37	View chart
Schwab Us Tips Etf Etf (SCHP)	5.9	$3.4M	-3%	130k	26.49	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	4.0	$2.3M	+4%	28k	82.48	View chart
Abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free Etf Etf (BCD)	3.9	$2.3M	+6%	74k	30.96	View chart
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)	3.8	$2.2M	+30%	95k	23.67	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	3.0	$1.7M	+4%	26k	67.22	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	2.5	$1.5M	-2%	14k	102.39	View chart
Dimensional Us Vector Equity Etf Etf (DXUV)	2.3	$1.3M	+33%	22k	59.78	View chart
Spdr Bloomberg International Treasury Bond Etf Etf (BWX)	2.3	$1.3M	+12%	59k	22.53	View chart
Spdr Bloomberg International Corporate Bond Etf Etf (IBND)	2.2	$1.3M	-8%	41k	32.11	View chart
Nvidia Corporation Stock (NVDA)	2.0	$1.2M	+5%	6.4k	186.50	View chart
Apple Stock (AAPL)	1.7	$1.0M	+3%	3.7k	271.86	View chart
Microsoft Corp Stock (MSFT)	1.6	$918k		1.9k	483.62	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	1.3	$753k	+18%	31k	24.37	View chart
Stryker Corporation Stock (SYK)	1.3	$732k		2.1k	351.46	View chart
Broadcom Stock (AVGO)	1.2	$713k		2.1k	346.10	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	1.2	$676k	+10%	17k	39.59	View chart
Amazon Stock (AMZN)	1.1	$657k		2.8k	230.82	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	1.1	$620k		13k	46.80	View chart
Meta Platforms Inc Cl A Stock (META)	1.0	$588k	-8%	890.00	660.09	View chart
Tesla Stock (TSLA)	0.8	$490k		1.1k	449.72	View chart
Walmart Stock (WMT)	0.8	$488k	-7%	4.4k	111.41	View chart
Dimensional Global Real Estate Etf Etf (DFGR)	0.8	$469k	+39%	18k	26.42	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.8	$457k	+25%	14k	33.08	View chart
Dimensional International Vector Equity Etf Etf (DXIV)	0.8	$447k	+24%	6.9k	65.07	View chart
Visa Inc Com Cl A Stock (V)	0.7	$433k		1.2k	350.71	View chart
Eli Lilly & Co Stock (LLY)	0.7	$430k		400.00	1074.68	View chart
Jpmorgan Chase & Co Stock (JPM)	0.7	$409k	+2%	1.3k	322.22	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.7	$388k	+2%	1.2k	313.00	View chart
Exxon Mobil Corp Stock (XOM)	0.6	$366k	+5%	3.0k	120.34	View chart
Mastercard Incorporated Cl A Stock (MA)	0.6	$337k		591.00	570.88	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.6	$337k		670.00	502.65	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	0.6	$335k	-3%	10k	32.57	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.5	$320k		1.0k	313.80	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.5	$301k	+4%	7.8k	38.73	View chart
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)	0.5	$299k		6.6k	45.45	View chart
Rtx Corporation Stock (RTX)	0.5	$266k		1.5k	183.40	View chart
Ge Aerospace Stock (GE)	0.4	$262k	+2%	851.00	308.03	View chart
Home Depot Stock (HD)	0.4	$256k	-4%	745.00	344.10	View chart
Bank America Corp Stock (BAC)	0.4	$252k		4.6k	55.00	View chart
Toyota Motor Corp Ads Adr (TM)	0.4	$250k	-6%	1.2k	214.06	View chart
Chevron Corp Stock (CVX)	0.4	$249k		1.6k	152.41	View chart
Netflix Stock (NFLX)	0.4	$246k	+926%	2.6k	93.76	View chart
Bitwise Solana Staking Etf Etf (BSOL)	0.4	$242k	NEW	15k	16.40	View chart
Grayscale Ethereum Staking Mini Etf Etf (ETH)	0.4	$240k		8.5k	28.06	View chart
Salesforce Stock (CRM)	0.4	$238k	-5%	899.00	264.91	View chart
Cisco Sys Stock (CSCO)	0.4	$233k	-13%	3.0k	77.03	View chart
Vanguard Information Technology Etf Etf (VGT)	0.4	$219k	NEW	290.00	753.78	View chart
Wells Fargo & Co Stock (WFC)	0.4	$214k	NEW	2.3k	93.20	View chart
Mcdonalds Corp Stock (MCD)	0.4	$212k	-4%	694.00	305.63	View chart
Thermo Fisher Scientific Stock (TMO)	0.4	$211k	-11%	364.00	579.45	View chart
Vanguard Extended Duration Treasury Etf Etf (EDV)	0.4	$208k	+8%	3.2k	65.01	View chart
Johnson & Johnson Stock (JNJ)	0.4	$205k	NEW	990.00	206.95	View chart
Mitsubishi Ufj Finl Group Adr (MUFG)	0.3	$188k	-21%	12k	15.86	View chart

Past Filings by VanderPol Investments

SEC 13F filings are viewable for VanderPol Investments going back to 2023

VanderPol Investments 2025 Q4 filed Feb. 4, 2026
VanderPol Investments 2025 Q3 filed Oct. 27, 2025
VanderPol Investments 2025 Q2 filed July 24, 2025
VanderPol Investments 2025 Q1 filed May 14, 2025
VanderPol Investments 2024 Q4 filed Jan. 23, 2025
VanderPol Investments 2024 Q3 filed Oct. 15, 2024
VanderPol Investments 2024 Q2 filed July 11, 2024
VanderPol Investments 2024 Q1 filed April 10, 2024
VanderPol Investments 2023 Q4 filed March 15, 2024

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