VanderPol Investments

VanderPol Investments as of March 31, 2024

Portfolio Holdings for VanderPol Investments

VanderPol Investments holds 45 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 10.9 $3.8M 119k 31.95
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 8.3 $2.9M 47k 62.06
Schwab Strategic Tr Us Aggregate B (SCHZ) 6.8 $2.4M 51k 46.00
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 6.5 $2.3M 62k 36.54
Schwab Strategic Tr Mun Bd Etf (SCMB) 6.3 $2.2M 42k 52.05
Abrdn Etfs Bbrg All Commdy (BCD) 4.9 $1.7M 54k 31.55
Ishares Tr Core Msci Intl (IDEV) 4.6 $1.6M 24k 67.13
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.7 $1.3M 26k 50.60
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 3.6 $1.3M 18k 68.61
Ishares Core Msci Emkt (IEMG) 2.6 $892k 17k 51.60
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.5 $868k 18k 49.19
Select Sector Spdr Tr Financial (XLF) 2.3 $789k 19k 42.12
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.2 $766k 5.2k 147.73
Stryker Corporation (SYK) 2.0 $696k 1.9k 357.95
Microsoft Corporation (MSFT) 1.9 $672k 1.6k 420.72
Dimensional Etf Trust Intl Core Equity (DFIC) 1.9 $661k 25k 26.75
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.9 $660k 26k 25.69
Vanguard World Extended Dur (EDV) 1.8 $626k 8.2k 76.60
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.6 $558k 19k 30.22
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.5 $536k 22k 24.72
Apple (AAPL) 1.5 $531k 3.1k 171.48
Flexshares Tr Mornstar Upstr (GUNR) 1.5 $530k 13k 41.07
Meta Platforms Cl A (META) 1.4 $485k 998.00 485.58
salesforce (CRM) 1.3 $437k 1.5k 301.18
Amazon (AMZN) 1.2 $426k 2.4k 180.38
NVIDIA Corporation (NVDA) 1.2 $420k 465.00 903.56
Select Sector Spdr Tr Indl (XLI) 1.1 $371k 2.9k 125.96
Select Sector Spdr Tr Technology (XLK) 1.0 $364k 1.7k 208.27
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.0 $346k 1.9k 183.89
Adobe Systems Incorporated (ADBE) 1.0 $340k 673.00 504.60
Intel Corporation (INTC) 0.9 $322k 7.3k 44.17
Spdr Ser Tr Portfli High Yld (SPHY) 0.9 $320k 14k 23.46
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.8 $294k 3.0k 99.43
Alphabet Cap Stk Cl A (GOOGL) 0.7 $258k 1.7k 150.93
Select Sector Spdr Tr Energy (XLE) 0.7 $249k 2.6k 94.41
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.7 $249k 9.8k 25.49
Broadcom (AVGO) 0.7 $245k 185.00 1325.41
Visa Com Cl A (V) 0.7 $242k 867.00 279.08
Select Sector Spdr Tr Communication (XLC) 0.7 $233k 2.8k 81.66
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.6 $220k 4.6k 48.21
Linde SHS (LIN) 0.6 $213k 459.00 464.32
Toyota Motor Corp Ads (TM) 0.6 $209k 829.00 251.68
CRH Ord (CRH) 0.6 $202k 2.3k 86.26
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.6 $197k 19k 10.23
Banco Santander Adr (SAN) 0.2 $75k 15k 4.84