VanderPol Investments

VanderPol Investments as of March 31, 2025

Portfolio Holdings for VanderPol Investments

VanderPol Investments holds 52 positions in its portfolio as reported in the March 2025 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) 16.3 $7.7M 14k 559.39
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 11.9 $5.6M 254k 22.08
Schwab Strategic Tr Us Aggregate B (SCHZ) 8.1 $3.8M 165k 23.16
Abrdn Etfs Bbrg All Commdy (BCD) 5.6 $2.6M 77k 34.13
Schwab Strategic Tr Mun Bd Etf (SCMB) 4.6 $2.2M 86k 25.37
Ishares Tr Core Msci Intl (IDEV) 4.1 $1.9M 28k 68.89
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 3.7 $1.7M 36k 48.82
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.9 $1.4M 13k 103.47
Spdr Ser Tr Portfli High Yld (SPHY) 2.7 $1.3M 54k 23.42
Ishares Core Msci Emkt (IEMG) 2.6 $1.2M 23k 53.97
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 2.6 $1.2M 18k 68.81
Spdr Ser Tr Nuveen Bloomberg (HYMB) 2.2 $1.1M 42k 25.22
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.8 $846k 26k 32.99
Schwab Strategic Tr Us Tips Etf (SCHP) 1.6 $771k 29k 26.89
Stryker Corporation (SYK) 1.5 $731k 2.0k 372.26
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.4 $678k 18k 38.44
Microsoft Corporation (MSFT) 1.4 $675k 1.8k 375.39
Apple (AAPL) 1.4 $666k 3.0k 222.13
Dimensional Etf Trust Dimensional Us (DXUV) 1.3 $628k 13k 50.26
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.3 $593k 24k 24.34
Meta Platforms Cl A (META) 1.2 $556k 964.00 576.36
NVIDIA Corporation (NVDA) 1.1 $535k 4.9k 108.38
Amazon (AMZN) 1.0 $488k 2.6k 190.26
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $448k 9.0k 49.62
Visa Com Cl A (V) 0.9 $440k 1.3k 350.46
Wal-Mart Stores (WMT) 0.9 $421k 4.8k 87.79
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.8 $396k 15k 25.89
Broadcom (AVGO) 0.8 $366k 2.2k 167.43
Vanguard World Extended Dur (EDV) 0.8 $360k 5.1k 71.11
salesforce (CRM) 0.7 $319k 1.2k 268.36
Eli Lilly & Co. (LLY) 0.7 $316k 382.00 825.91
Exxon Mobil Corporation (XOM) 0.7 $310k 2.6k 118.93
Mastercard Incorporated Cl A (MA) 0.7 $309k 564.00 548.12
Spdr Gold Tr Gold Shs (GLD) 0.6 $307k 1.1k 288.10
Chevron Corporation (CVX) 0.6 $302k 1.8k 167.29
JPMorgan Chase & Co. (JPM) 0.6 $275k 1.1k 245.30
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.6 $269k 10k 26.46
Home Depot (HD) 0.6 $268k 730.00 366.49
Linde SHS (LIN) 0.6 $267k 573.00 465.64
Toyota Motor Corp Ads (TM) 0.6 $266k 1.5k 176.53
Tesla Motors (TSLA) 0.6 $263k 1.0k 259.16
McDonald's Corporation (MCD) 0.5 $260k 833.00 312.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $249k 468.00 532.58
Dimensional Etf Trust Global Real Est (DFGR) 0.5 $248k 9.4k 26.26
Cisco Systems (CSCO) 0.5 $247k 4.0k 61.71
Dimensional Etf Trust Dimensional Intl (DXIV) 0.5 $247k 4.8k 51.89
Ishares Ethereum Tr SHS (ETHA) 0.5 $225k 16k 13.82
Raytheon Technologies Corp (RTX) 0.5 $222k 1.7k 132.46
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.5 $218k 16k 13.63
Adobe Systems Incorporated (ADBE) 0.4 $209k 546.00 383.53
Alphabet Cap Stk Cl A (GOOGL) 0.4 $208k 1.3k 154.64
Thermo Fisher Scientific (TMO) 0.4 $204k 410.00 497.60