VanderPol Investments L.L.C.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 10, 2024), VanderPol Investments L.L.C. reported 45 stock positions worth $34.9 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 10.9% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 8.3%) and Schwab US Aggregate Bond ETF (SCHZ, 6.8%). Compared with Q4 2023, it opened 6 new positions, sold out of 4, added to 16 and reduced 22. The biggest buy was a new position in Schwab Municipal Bond ETF (SCMB) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −8%).
- Most Recent 13F
- Q4 2025
- Location
- CALEDONIA, MI
- CIK
- 0002015682
- Portfolio Value
- $34.9M (Q1 2024)
- SEC Filing
- 0002015682-24-000003 ↗ filed Apr 10, 2024
Holdings Value
Holdings 45 stocks · $34.9M
| DFAC Dimensional US Core Equity 2 | 10.86% | 118,562 | $3.8M | Reduce -8.4% |
| SCHX Schwab US Large-Cap ETF | 8.29% | 46,568 | $2.9M | Add +16.5% |
| SCHZ Schwab US Aggregate Bond ETF | 6.77% | 51,311 | $2.4M | Add +7.5% |
| DFAU Dimensional US Core Equity M | 6.54% | 62,395 | $2.3M | Add +6.0% |
| SCMB Schwab Municipal Bond ETF | 6.29% | 42,147 | $2.2M | New |
| BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 4.90% | 54,195 | $1.7M | Add +75.8% |
| IDEV iShares Core MSCI Dev MKTS | 4.60% | 23,923 | $1.6M | Add +1.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 3.70% | 25,514 | $1.3M | No change |
| BNDW Vanguard Total World Bond Et | 3.61% | 18,342 | $1.3M | Add +310.0% |
| IEMG iShares Core MSCI Emerging | 2.56% | 17,285 | $892K | Add +40.1% |
| BNDX Vanguard Total Intl Bond ETF | 2.49% | 17,654 | $868K | Add +12.2% |
| XLF SS Financial Select Sector | 2.26% | 18,728 | $789K | Reduce -7.9% |
| XLV SS Health Care Select Sector | 2.20% | 5,187 | $766K | Reduce -12.5% |
| SYK Stryker Corp. | 2.00% | 1,945 | $696K | Add +0.2% |
| MSFT Microsoft Corp. | 1.93% | 1,598 | $672K | Reduce -9.8% |
| DFIC Dimensional International Co. | 1.89% | 24,696 | $661K | Reduce -2.3% |
| HYMB SS SPDR N Ice HY Muni ETF | 1.89% | 25,688 | $660K | Add +96.9% |
| EDV Vanguard Extended Dur Treas | 1.79% | 8,172 | $626K | Add +98.6% |
| DFAI Dimensional International Co. | 1.60% | 18,451 | $558K | Reduce -3.9% |
| DFAE Dimensional Emerging Core Eq | 1.54% | 21,686 | $536K | Reduce -3.5% |
| AAPL Apple Inc. | 1.52% | 3,094 | $531K | Reduce -8.8% |
| GUNR NT Mstar GLBL NR ETF | 1.52% | 12,914 | $530K | Reduce -22.0% |
| META Meta Platforms Inc. Class A | 1.39% | 998 | $485K | Reduce -47.2% |
| CRM Salesforce Inc. | 1.25% | 1,452 | $437K | Reduce -21.3% |
| AMZN Amazon.com Inc. | 1.22% | 2,359 | $426K | Reduce -31.9% |
| NVDA Nvidia Corp. | 1.20% | 465 | $420K | Add +3.1% |
| XLI SS Industrial Select Sector | 1.06% | 2,943 | $371K | Reduce -13.9% |
| XLK SS Technology Select Sector | 1.04% | 1,746 | $364K | Reduce -42.6% |
| XLY SS Consumer Disc Select Sect | 0.99% | 1,880 | $346K | Reduce -11.0% |
| ADBE Adobe Inc. | 0.97% | 673 | $340K | Add +33.8% |
| INTC Intel Corp. | 0.92% | 7,285 | $322K | Reduce -37.5% |
| SPHY SS SPDR P High Yield ETF | 0.92% | 13,650 | $320K | Add +7.1% |
| STIP iShares 0-5 Year Tips Bond E | 0.84% | 2,956 | $294K | New |
| GOOGL Alphabet Inc. Class A | 0.74% | 1,711 | $258K | Reduce -38.6% |
| XLE SS Energy Select Sector | 0.71% | 2,636 | $249K | Reduce -12.6% |
| DFEM Dimensional Emrg MRKT Core | 0.71% | 9,750 | $249K | Reduce -11.5% |
| AVGO Broadcom Inc. | 0.70% | 185 | $245K | New |
| V Visa Inc. Class A | 0.69% | 867 | $242K | Add +10.9% |
| XLC SS Comm Select Sector SPDR | 0.67% | 2,849 | $233K | Reduce -15.3% |
| SCHO Schwab Short-Term US Treas | 0.63% | 4,572 | $220K | Reduce -27.8% |
| LIN Linde PLC | 0.61% | 459 | $213K | New |
| TM Toyota Motor Corp. -Spon ADR | 0.60% | 829 | $209K | New |
| CRH CRH PLC | 0.58% | 2,345 | $202K | New |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.56% | 19,211 | $197K | Reduce -21.3% |
| SAN Banco Santander SA-Spon ADR | 0.21% | 15,414 | $75K | Add +0.5% |
Portfolio Sells Q4 2023 → Q1 2024
| DFAC Dimensional US Core Equity 2 | Reduce -8.4% | 10.86% | −2.03 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −1.08 |
| INTC Intel Corp. | Reduce -37.5% | 0.92% | −1.07 |
| XLK SS Technology Select Sector | Reduce -42.6% | 1.04% | −0.95 |
| META Meta Platforms Inc. Class A | Reduce -47.2% | 1.39% | −0.89 |
| GUNR NT Mstar GLBL NR ETF | Reduce -22.0% | 1.52% | −0.79 |
| AAPL Apple Inc. | Reduce -8.8% | 1.52% | −0.70 |
| RACE Ferrari NV | Sold out | 0.00% | −0.68 |
| GOOGL Alphabet Inc. Class A | Reduce -38.6% | 0.74% | −0.58 |
| AMZN Amazon.com Inc. | Reduce -31.9% | 1.22% | −0.57 |
| XLV SS Health Care Select Sector | Reduce -12.5% | 2.20% | −0.56 |
| SMFG Sumitomo Mitsui-Spons ADR | Sold out | 0.00% | −0.44 |
| SCHO Schwab Short-Term US Treas | Reduce -27.8% | 0.63% | −0.41 |
| CRM Salesforce Inc. | Reduce -21.3% | 1.25% | −0.40 |
| XLF SS Financial Select Sector | Reduce -7.9% | 2.26% | −0.34 |
| MSFT Microsoft Corp. | Reduce -9.8% | 1.93% | −0.34 |
| DFAE Dimensional Emerging Core Eq | Reduce -3.5% | 1.54% | −0.31 |
| DFIC Dimensional International Co. | Reduce -2.3% | 1.89% | −0.30 |
| TELFY Telefonica SA-Spon ADR | Sold out | 0.00% | −0.30 |
| XLY SS Consumer Disc Select Sect | Reduce -11.0% | 0.99% | −0.30 |
| DFAI Dimensional International Co. | Reduce -3.9% | 1.60% | −0.28 |
| XLI SS Industrial Select Sector | Reduce -13.9% | 1.06% | −0.27 |
| DFEM Dimensional Emrg MRKT Core | Reduce -11.5% | 0.71% | −0.22 |
| XLC SS Comm Select Sector SPDR | Reduce -15.3% | 0.67% | −0.17 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Reduce -21.3% | 0.56% | −0.15 |
| XLE SS Energy Select Sector | Reduce -12.6% | 0.71% | −0.15 |
Portfolio Buys Q4 2023 → Q1 2024
| SCMB Schwab Municipal Bond ETF | New | 6.29% | +6.29 |
| BNDW Vanguard Total World Bond Et | Add +310.0% | 3.61% | +2.55 |
| BCD Abrdn Bloomberg All Commodit | Add +75.8% | 4.90% | +1.69 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.84% | +0.84 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +96.9% | 1.89% | +0.77 |
| AVGO Broadcom Inc. | New | 0.70% | +0.70 |
| EDV Vanguard Extended Dur Treas | Add +98.6% | 1.79% | +0.66 |
| LIN Linde PLC | New | 0.61% | +0.61 |
| SCHX Schwab US Large-Cap ETF | Add +16.5% | 8.29% | +0.60 |
| TM Toyota Motor Corp. -Spon ADR | New | 0.60% | +0.60 |
| CRH CRH PLC | New | 0.58% | +0.58 |
| NVDA Nvidia Corp. | Add +3.1% | 1.20% | +0.44 |
| IEMG iShares Core MSCI Emerging | Add +40.1% | 2.56% | +0.43 |
| SYK Stryker Corp. | Add +0.2% | 2.00% | +0.02 |
| V Visa Inc. Class A | Add +10.9% | 0.69% | +0.00 |
| SAN Banco Santander SA-Spon ADR | Add +0.5% | 0.21% | −0.00 |
| ADBE Adobe Inc. | Add +33.8% | 0.97% | −0.05 |
| SPHY SS SPDR P High Yield ETF | Add +7.1% | 0.92% | −0.10 |
| DFAU Dimensional US Core Equity M | Add +6.0% | 6.54% | −0.13 |
| BNDX Vanguard Total Intl Bond ETF | Add +12.2% | 2.49% | −0.16 |
| IDEV iShares Core MSCI Dev MKTS | Add +1.4% | 4.60% | −0.51 |
| SCHZ Schwab US Aggregate Bond ETF | Add +7.5% | 6.77% | −0.81 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 56 | $52.4M | SCHX, SPY, SCHZ, SCHP, IDEV |
| Q3 2025 | 55 | $51.5M | SCHX, SPY, SCHP, SCHZ, BCD |
| Q2 2025 | 55 | $47.6M | SCHX, SPY, SCHP, SCHZ, BCD |
| Q1 2025 | 52 | $47.3M | SPY, SCHX, SCHZ, BCD, SCMB |
| Q4 2024 | 53 | $45.7M | SPY, SCHX, SCHZ, BCD, SCMB |
| Q3 2024 | 48 | $44.9M | SPY, SCHZ, SCHX, DFAU, SCMB |
| Q2 2024 | 43 | $32.9M | SCHX, DFAU, SCHZ, SPY, SCMB |
| Q1 2024 | 45 | $34.9M | DFAC, SCHX, SCHZ, DFAU, SCMB |