VanderPol Investments

VanderPol Investments as of Dec. 31, 2023

Portfolio Holdings for VanderPol Investments

VanderPol Investments holds 43 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 12.9 $3.8M 129k 29.23
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 7.7 $2.3M 40k 56.40
Schwab Strategic Tr Us Aggregate B (SCHZ) 7.6 $2.2M 48k 46.62
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 6.7 $2.0M 59k 33.25
Ishares Tr Core Msci Intl (IDEV) 5.1 $1.5M 24k 63.66
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 4.4 $1.3M 26k 51.05
Abrdn Etfs Bbrg All Commdy (BCD) 3.2 $943k 31k 30.59
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.8 $808k 5.9k 136.38
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.6 $777k 16k 49.37
Select Sector Spdr Tr Financial (XLF) 2.6 $765k 20k 37.60
Flexshares Tr Mornstar Upstr (GUNR) 2.3 $678k 17k 40.95
Meta Platforms Cl A (META) 2.3 $669k 1.9k 353.96
Microsoft Corporation (MSFT) 2.3 $666k 1.8k 376.04
Apple (AAPL) 2.2 $653k 3.4k 192.53
Dimensional Etf Trust Intl Core Equity (DFIC) 2.2 $645k 25k 25.53
Ishares Core Msci Emkt (IEMG) 2.1 $624k 12k 50.58
Intel Corporation (INTC) 2.0 $586k 12k 50.25
Select Sector Spdr Tr Technology (XLK) 2.0 $586k 3.0k 192.48
Stryker Corporation (SYK) 2.0 $581k 1.9k 299.45
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.9 $550k 19k 28.64
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.8 $542k 23k 24.11
Amazon (AMZN) 1.8 $527k 3.5k 151.94
salesforce (CRM) 1.7 $486k 1.8k 263.14
Select Sector Spdr Tr Indl (XLI) 1.3 $390k 3.4k 113.99
Alphabet Cap Stk Cl A (GOOGL) 1.3 $389k 2.8k 139.69
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.3 $378k 2.1k 178.81
Vanguard World Extended Dur (EDV) 1.1 $333k 4.1k 81.04
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.1 $330k 13k 25.30
Ishares Tr National Mun Etf (MUB) 1.1 $318k 2.9k 108.41
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 1.1 $310k 4.5k 69.21
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.0 $307k 6.3k 48.45
Adobe Systems Incorporated (ADBE) 1.0 $300k 503.00 596.60
Spdr Ser Tr Portfli High Yld (SPHY) 1.0 $298k 13k 23.38
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.9 $275k 11k 24.96
Select Sector Spdr Tr Energy (XLE) 0.9 $253k 3.0k 83.84
Select Sector Spdr Tr Communication (XLC) 0.8 $244k 3.4k 72.66
NVIDIA Corporation (NVDA) 0.8 $223k 451.00 495.22
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.7 $210k 24k 8.61
Visa Com Cl A (V) 0.7 $204k 782.00 260.35
Ferrari Nv Ord (RACE) 0.7 $201k 593.00 338.43
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.4 $129k 13k 9.68
Telefonica S A Sponsored Adr (TEF) 0.3 $89k 23k 3.90
Banco Santander Adr (SAN) 0.2 $64k 15k 4.14