VanderPol Investments
Latest statistics and disclosures from VanderPol Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, SCHX, SCHZ, BCD, SCMB, and represent 45.95% of VanderPol Investments's stock portfolio.
- Added to shares of these 10 stocks: SCHX, SCHZ, SCMB, SPHY, IDEV, DXUV, SCHP, ETHA, SCHO, GLD.
- Started 9 new stock positions in DXUV, CSCO, SCHP, ETHA, IBIT, GLD, HON, COST, DFEM.
- Reduced shares in these 10 stocks: DFAU, DFAI, VTEB, SPY, , REET, EDV, DFAE, , DFAC.
- Sold out of its positions in DFAI, GUNR, REET, UNH.
- VanderPol Investments was a net buyer of stock by $6.5M.
- VanderPol Investments has $46M in assets under management (AUM), dropping by 1.88%.
- Central Index Key (CIK): 0002015682
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Portfolio Holdings for VanderPol Investments
VanderPol Investments holds 53 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 17.8 | $8.1M | -5% | 14k | 586.08 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 10.9 | $5.0M | +326% | 216k | 23.18 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 8.0 | $3.7M | +77% | 161k | 22.70 |
|
| Abrdn Etfs Bbrg All Commdy (BCD) | 4.7 | $2.1M | +7% | 69k | 31.33 |
|
| Schwab Strategic Tr Mun Bd Etf (SCMB) | 4.5 | $2.1M | +93% | 80k | 25.68 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 3.6 | $1.7M | 34k | 49.05 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 3.6 | $1.6M | +77% | 25k | 64.47 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 2.8 | $1.3M | +4% | 13k | 100.60 |
|
| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 2.8 | $1.3M | +6% | 19k | 68.19 |
|
| Ishares Core Msci Emkt (IEMG) | 2.5 | $1.1M | +19% | 22k | 52.22 |
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 2.4 | $1.1M | +184% | 47k | 23.47 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.7 | $785k | -6% | 23k | 34.59 |
|
| Microsoft Corporation (MSFT) | 1.7 | $756k | +7% | 1.8k | 421.50 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 1.6 | $750k | -74% | 19k | 40.49 |
|
| Apple (AAPL) | 1.6 | $749k | +7% | 3.0k | 250.34 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $719k | +4% | 5.4k | 134.29 |
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 1.6 | $716k | +17% | 28k | 25.58 |
|
| Stryker Corporation (SYK) | 1.5 | $705k | 2.0k | 360.04 |
|
|
| Amazon (AMZN) | 1.3 | $589k | +5% | 2.7k | 219.39 |
|
| Meta Platforms Cl A (META) | 1.3 | $588k | 1.0k | 585.51 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.3 | $574k | +87% | 24k | 24.06 |
|
| Dimensional Etf Trust Dimensional Us (DXUV) | 1.2 | $554k | NEW | 11k | 52.85 |
|
| Broadcom (AVGO) | 1.1 | $510k | +7% | 2.2k | 231.84 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.0 | $453k | -52% | 9.0k | 50.13 |
|
| Wal-Mart Stores (WMT) | 0.9 | $431k | 4.8k | 90.35 |
|
|
| Tesla Motors (TSLA) | 0.9 | $410k | -3% | 1.0k | 403.84 |
|
| Visa Com Cl A (V) | 0.9 | $398k | 1.3k | 316.04 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.9 | $396k | -35% | 16k | 25.37 |
|
| salesforce (CRM) | 0.9 | $391k | +4% | 1.2k | 334.33 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.8 | $374k | NEW | 15k | 25.83 |
|
| Vanguard World Extended Dur (EDV) | 0.8 | $371k | -40% | 5.5k | 67.71 |
|
| Ishares Ethereum Tr SHS (ETHA) | 0.7 | $338k | NEW | 13k | 25.29 |
|
| Toyota Motor Corp Ads (TM) | 0.6 | $297k | 1.5k | 194.61 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $295k | +9% | 561.00 | 526.57 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $294k | +7% | 381.00 | 772.00 |
|
| Home Depot (HD) | 0.6 | $281k | +8% | 721.00 | 388.99 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $270k | +15% | 2.5k | 107.57 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $268k | +11% | 1.4k | 189.30 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $266k | +8% | 1.1k | 239.71 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $258k | NEW | 1.1k | 242.09 |
|
| Chevron Corporation (CVX) | 0.5 | $251k | +14% | 1.7k | 144.84 |
|
| McDonald's Corporation (MCD) | 0.5 | $242k | +8% | 833.00 | 289.89 |
|
| Linde SHS (LIN) | 0.5 | $235k | +5% | 562.00 | 418.67 |
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $231k | 519.00 | 444.68 |
|
|
| Cisco Systems (CSCO) | 0.5 | $226k | NEW | 3.8k | 59.20 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.5 | $226k | -2% | 19k | 11.72 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.5 | $217k | NEW | 8.3k | 26.19 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $214k | +7% | 472.00 | 453.28 |
|
| CRH Ord (CRH) | 0.5 | $210k | 2.3k | 92.52 |
|
|
| Honeywell International (HON) | 0.5 | $206k | NEW | 912.00 | 225.89 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.4 | $205k | NEW | 3.9k | 53.04 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $203k | +7% | 390.00 | 520.23 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $202k | NEW | 220.00 | 916.27 |
|
Past Filings by VanderPol Investments
SEC 13F filings are viewable for VanderPol Investments going back to 2023
- 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