VanderPol Investments

VanderPol Investments as of Dec. 31, 2024

Portfolio Holdings for VanderPol Investments

VanderPol Investments holds 53 positions in its portfolio as reported in the December 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) 17.8 $8.1M 14k 586.08
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 10.9 $5.0M 216k 23.18
Schwab Strategic Tr Us Aggregate B (SCHZ) 8.0 $3.7M 161k 22.70
Abrdn Etfs Bbrg All Commdy (BCD) 4.7 $2.1M 69k 31.33
Schwab Strategic Tr Mun Bd Etf (SCMB) 4.5 $2.1M 80k 25.68
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 3.6 $1.7M 34k 49.05
Ishares Tr Core Msci Intl (IDEV) 3.6 $1.6M 25k 64.47
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.8 $1.3M 13k 100.60
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 2.8 $1.3M 19k 68.19
Ishares Core Msci Emkt (IEMG) 2.5 $1.1M 22k 52.22
Spdr Ser Tr Portfli High Yld (SPHY) 2.4 $1.1M 47k 23.47
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.7 $785k 23k 34.59
Microsoft Corporation (MSFT) 1.7 $756k 1.8k 421.50
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.6 $750k 19k 40.49
Apple (AAPL) 1.6 $749k 3.0k 250.34
NVIDIA Corporation (NVDA) 1.6 $719k 5.4k 134.29
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.6 $716k 28k 25.58
Stryker Corporation (SYK) 1.5 $705k 2.0k 360.04
Amazon (AMZN) 1.3 $589k 2.7k 219.39
Meta Platforms Cl A (META) 1.3 $588k 1.0k 585.51
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.3 $574k 24k 24.06
Dimensional Etf Trust Dimensional Us (DXUV) 1.2 $554k 11k 52.85
Broadcom (AVGO) 1.1 $510k 2.2k 231.84
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $453k 9.0k 50.13
Wal-Mart Stores (WMT) 0.9 $431k 4.8k 90.35
Tesla Motors (TSLA) 0.9 $410k 1.0k 403.84
Visa Com Cl A (V) 0.9 $398k 1.3k 316.04
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.9 $396k 16k 25.37
salesforce (CRM) 0.9 $391k 1.2k 334.33
Schwab Strategic Tr Us Tips Etf (SCHP) 0.8 $374k 15k 25.83
Vanguard World Extended Dur (EDV) 0.8 $371k 5.5k 67.71
Ishares Ethereum Tr SHS (ETHA) 0.7 $338k 13k 25.29
Toyota Motor Corp Ads (TM) 0.6 $297k 1.5k 194.61
Mastercard Incorporated Cl A (MA) 0.6 $295k 561.00 526.57
Eli Lilly & Co. (LLY) 0.6 $294k 381.00 772.00
Home Depot (HD) 0.6 $281k 721.00 388.99
Exxon Mobil Corporation (XOM) 0.6 $270k 2.5k 107.57
Alphabet Cap Stk Cl A (GOOGL) 0.6 $268k 1.4k 189.30
JPMorgan Chase & Co. (JPM) 0.6 $266k 1.1k 239.71
Spdr Gold Tr Gold Shs (GLD) 0.6 $258k 1.1k 242.09
Chevron Corporation (CVX) 0.5 $251k 1.7k 144.84
McDonald's Corporation (MCD) 0.5 $242k 833.00 289.89
Linde SHS (LIN) 0.5 $235k 562.00 418.67
Adobe Systems Incorporated (ADBE) 0.5 $231k 519.00 444.68
Cisco Systems (CSCO) 0.5 $226k 3.8k 59.20
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.5 $226k 19k 11.72
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.5 $217k 8.3k 26.19
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $214k 472.00 453.28
CRH Ord (CRH) 0.5 $210k 2.3k 92.52
Honeywell International (HON) 0.5 $206k 912.00 225.89
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.4 $205k 3.9k 53.04
Thermo Fisher Scientific (TMO) 0.4 $203k 390.00 520.23
Costco Wholesale Corporation (COST) 0.4 $202k 220.00 916.27