VanderPol Investments
Latest statistics and disclosures from VanderPol Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, SCHZ, SCHX, DFAU, SCMB, and represent 47.19% of VanderPol Investments's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$6.0M), SCHZ, STIP, BNDX, SCHO, BCD, AVGO, TSLA, MCD, TMO.
- Started 6 new stock positions in TMO, MCD, UNH, CRH, BRK.B, TSLA.
- Reduced shares in these 10 stocks: IDEV, VTEB, GOOG, GUNR, HYMB, SCHX, BNDW, HD, AAPL, GOOGL.
- Sold out of its position in GOOG.
- VanderPol Investments was a net buyer of stock by $11M.
- VanderPol Investments has $45M in assets under management (AUM), dropping by 36.28%.
- Central Index Key (CIK): 0002015682
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Portfolio Holdings for VanderPol Investments
VanderPol Investments holds 48 positions in its portfolio as reported in the September 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) | 18.8 | $8.4M | +250% | 15k | 573.76 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 9.6 | $4.3M | +63% | 91k | 47.52 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 7.7 | $3.4M | 51k | 67.85 |
|
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 6.3 | $2.8M | +6% | 72k | 39.69 |
|
| Schwab Strategic Tr Mun Bd Etf (SCMB) | 4.8 | $2.2M | 41k | 52.53 |
|
|
| Abrdn Etfs Bbrg All Commdy (BCD) | 4.7 | $2.1M | +20% | 64k | 32.68 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 3.7 | $1.7M | +65% | 33k | 50.28 |
|
| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 2.8 | $1.2M | 18k | 70.61 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 2.8 | $1.2M | +212% | 12k | 101.32 |
|
| Ishares Core Msci Emkt (IEMG) | 2.3 | $1.0M | +10% | 18k | 57.41 |
|
| Ishares Tr Core Msci Intl (IDEV) | 2.2 | $1.0M | -33% | 14k | 70.83 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.2 | $968k | -25% | 19k | 51.12 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.9 | $836k | 24k | 34.29 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.7 | $755k | +12% | 24k | 31.78 |
|
| Vanguard World Extended Dur (EDV) | 1.6 | $730k | +4% | 9.2k | 79.68 |
|
| Microsoft Corporation (MSFT) | 1.6 | $716k | +2% | 1.7k | 430.30 |
|
| Stryker Corporation (SYK) | 1.6 | $706k | 2.0k | 361.20 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.5 | $663k | +7% | 24k | 27.41 |
|
| Apple (AAPL) | 1.4 | $649k | -2% | 2.8k | 233.00 |
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 1.4 | $627k | -4% | 24k | 26.27 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $624k | 5.1k | 121.44 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.4 | $622k | +141% | 13k | 48.98 |
|
| Meta Platforms Cl A (META) | 1.3 | $570k | 996.00 | 572.44 |
|
|
| Amazon (AMZN) | 1.1 | $476k | +2% | 2.6k | 186.33 |
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.9 | $398k | +6% | 17k | 24.05 |
|
| Wal-Mart Stores (WMT) | 0.8 | $379k | 4.7k | 80.75 |
|
|
| Broadcom (AVGO) | 0.8 | $354k | +935% | 2.1k | 172.50 |
|
| Visa Com Cl A (V) | 0.8 | $347k | +3% | 1.3k | 274.95 |
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.7 | $325k | -29% | 7.9k | 41.25 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $315k | +3% | 356.00 | 885.94 |
|
| salesforce (CRM) | 0.7 | $307k | +9% | 1.1k | 273.71 |
|
| Tesla Motors (TSLA) | 0.6 | $277k | NEW | 1.1k | 261.63 |
|
| Ishares Tr Global Reit Etf (REET) | 0.6 | $275k | +13% | 10k | 26.69 |
|
| Toyota Motor Corp Ads (TM) | 0.6 | $274k | +4% | 1.5k | 178.57 |
|
| Home Depot (HD) | 0.6 | $270k | -6% | 666.00 | 405.20 |
|
| Adobe Systems Incorporated (ADBE) | 0.6 | $268k | +5% | 517.00 | 517.78 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $256k | -3% | 2.2k | 117.22 |
|
| Linde SHS (LIN) | 0.6 | $255k | +3% | 534.00 | 476.86 |
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $252k | 511.00 | 493.80 |
|
|
| McDonald's Corporation (MCD) | 0.5 | $235k | NEW | 771.00 | 304.51 |
|
| Thermo Fisher Scientific (TMO) | 0.5 | $224k | NEW | 362.00 | 618.57 |
|
| Chevron Corporation (CVX) | 0.5 | $223k | -4% | 1.5k | 147.27 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $217k | +3% | 1.0k | 210.86 |
|
| CRH Ord (CRH) | 0.5 | $214k | NEW | 2.3k | 92.74 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $211k | -5% | 1.3k | 165.85 |
|
| UnitedHealth (UNH) | 0.5 | $208k | NEW | 356.00 | 584.68 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $203k | NEW | 441.00 | 460.26 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.4 | $202k | +3% | 20k | 10.18 |
|
Past Filings by VanderPol Investments
SEC 13F filings are viewable for VanderPol Investments going back to 2023
- 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