VanderPol Investments

VanderPol Investments as of June 30, 2024

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 51k 64.25
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 7.7 $2.5M 67k 37.49
Schwab Strategic Tr Us Aggregate B (SCHZ) 7.7 $2.5M 55k 45.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.9 $2.3M 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 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 18k 68.00
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 3.0 $977k 20k 48.67
Ishares Core Msci Emkt (IEMG) 2.6 $872k 16k 53.53
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.4 $786k 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 8.8k 73.41
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.9 $639k 25k 25.44
NVIDIA Corporation (NVDA) 1.9 $630k 5.1k 123.54
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.9 $625k 21k 29.67
Apple (AAPL) 1.8 $600k 2.8k 210.62
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.8 $585k 23k 25.87
Meta Platforms Cl A (META) 1.5 $500k 991.00 504.22
Amazon (AMZN) 1.5 $484k 2.5k 193.25
Flexshares Tr Mornstar Upstr (GUNR) 1.4 $447k 11k 40.14
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.2 $388k 3.9k 99.49
Spdr Ser Tr Portfli High Yld (SPHY) 1.1 $360k 16k 23.23
Visa Com Cl A (V) 1.0 $321k 1.2k 262.47
Wal-Mart Stores (WMT) 1.0 $319k 4.7k 67.71
Broadcom (AVGO) 1.0 $318k 198.00 1605.53
Eli Lilly & Co. (LLY) 0.9 $311k 343.00 905.38
Toyota Motor Corp Ads (TM) 0.9 $300k 1.5k 204.97
Adobe Systems Incorporated (ADBE) 0.8 $273k 492.00 555.54
salesforce (CRM) 0.8 $263k 1.0k 257.10
Exxon Mobil Corporation (XOM) 0.8 $261k 2.3k 115.12
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.8 $254k 5.3k 48.13
Chevron Corporation (CVX) 0.8 $248k 1.6k 156.42
Alphabet Cap Stk Cl A (GOOGL) 0.7 $246k 1.3k 182.15
Home Depot (HD) 0.7 $244k 710.00 344.24
Mastercard Incorporated Cl A (MA) 0.7 $228k 517.00 441.16
Linde SHS (LIN) 0.7 $227k 518.00 438.81
Ishares Tr Global Reit Etf (REET) 0.6 $210k 9.0k 23.25
Alphabet Cap Stk Cl C (GOOG) 0.6 $209k 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 994.00 202.26