VanderPol Investments
Latest statistics and disclosures from VanderPol Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, DFAU, SCHZ, SPY, SCMB, and represent 38.68% of VanderPol Investments's stock portfolio.
- Added to shares of these 10 stocks: SPY, NVDA, WMT, LLY, SCHX, XOM, CVX, HD, MA, REET.
- Started 10 new stock positions in LLY, CVX, HD, GOOG, XOM, WMT, SPY, JPM, MA, REET.
- Reduced shares in these 10 stocks: DFAC, , , DFIC, , , , INTC, , DFEM.
- Sold out of its positions in SAN, DFEM, DFIC, INTC, XLV, XLY, XLE, XLF, XLI, XLK. XLC, CRH.
- VanderPol Investments was a net seller of stock by $-1.9M.
- VanderPol Investments has $33M in assets under management (AUM), dropping by -5.56%.
- Central Index Key (CIK): 0002015682
Tip: Access up to 7 years of quarterly data
Positions held by VanderPol Investments consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for VanderPol Investments
VanderPol Investments holds 43 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 9.9 | $3.3M | +9% | 51k | 64.25 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 7.7 | $2.5M | +7% | 67k | 37.49 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 7.7 | $2.5M | +7% | 55k | 45.58 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.9 | $2.3M | NEW | 4.2k | 544.22 |
|
| Schwab Strategic Tr Mun Bd Etf (SCMB) | 6.5 | $2.1M | 42k | 51.40 |
|
|
| Abrdn Etfs Bbrg All Commdy (BCD) | 5.2 | $1.7M | 53k | 32.42 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 4.3 | $1.4M | -10% | 22k | 65.64 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 3.9 | $1.3M | 26k | 50.11 |
|
|
| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 3.7 | $1.2M | -2% | 18k | 68.00 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 3.0 | $977k | +13% | 20k | 48.67 |
|
| Ishares Core Msci Emkt (IEMG) | 2.6 | $872k | -5% | 16k | 53.53 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 2.4 | $786k | -79% | 24k | 32.24 |
|
| Microsoft Corporation (MSFT) | 2.2 | $728k | 1.6k | 446.95 |
|
|
| Stryker Corporation (SYK) | 2.0 | $664k | 2.0k | 340.24 |
|
|
| Vanguard World Extended Dur (EDV) | 2.0 | $645k | +7% | 8.8k | 73.41 |
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 1.9 | $639k | -2% | 25k | 25.44 |
|
| NVIDIA Corporation (NVDA) | 1.9 | $630k | +996% | 5.1k | 123.54 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.9 | $625k | +14% | 21k | 29.67 |
|
| Apple (AAPL) | 1.8 | $600k | -7% | 2.8k | 210.62 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.8 | $585k | +4% | 23k | 25.87 |
|
| Meta Platforms Cl A (META) | 1.5 | $500k | 991.00 | 504.22 |
|
|
| Amazon (AMZN) | 1.5 | $484k | +6% | 2.5k | 193.25 |
|
| Flexshares Tr Mornstar Upstr (GUNR) | 1.4 | $447k | -13% | 11k | 40.14 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 1.2 | $388k | +32% | 3.9k | 99.49 |
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 1.1 | $360k | +13% | 16k | 23.23 |
|
| Visa Com Cl A (V) | 1.0 | $321k | +41% | 1.2k | 262.47 |
|
| Wal-Mart Stores (WMT) | 1.0 | $319k | NEW | 4.7k | 67.71 |
|
| Broadcom (AVGO) | 1.0 | $318k | +7% | 198.00 | 1605.53 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $311k | NEW | 343.00 | 905.38 |
|
| Toyota Motor Corp Ads (TM) | 0.9 | $300k | +76% | 1.5k | 204.97 |
|
| Adobe Systems Incorporated (ADBE) | 0.8 | $273k | -26% | 492.00 | 555.54 |
|
| salesforce (CRM) | 0.8 | $263k | -29% | 1.0k | 257.10 |
|
| Exxon Mobil Corporation (XOM) | 0.8 | $261k | NEW | 2.3k | 115.12 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.8 | $254k | +15% | 5.3k | 48.13 |
|
| Chevron Corporation (CVX) | 0.8 | $248k | NEW | 1.6k | 156.42 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $246k | -21% | 1.3k | 182.15 |
|
| Home Depot (HD) | 0.7 | $244k | NEW | 710.00 | 344.24 |
|
| Mastercard Incorporated Cl A (MA) | 0.7 | $228k | NEW | 517.00 | 441.16 |
|
| Linde SHS (LIN) | 0.7 | $227k | +12% | 518.00 | 438.81 |
|
| Ishares Tr Global Reit Etf (REET) | 0.6 | $210k | NEW | 9.0k | 23.25 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $209k | NEW | 1.1k | 183.42 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.6 | $208k | 19k | 10.80 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $201k | NEW | 994.00 | 202.26 |
|
Past Filings by VanderPol Investments
SEC 13F filings are viewable for VanderPol Investments going back to 2023
- VanderPol Investments 2024 Q2 filed July 11, 2024
- VanderPol Investments 2024 Q1 filed April 10, 2024
- VanderPol Investments 2023 Q4 filed March 15, 2024