VanderPol Investments L.L.C.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 11, 2024), VanderPol Investments L.L.C. reported 43 stock positions worth $32.9 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 9.9% of the portfolio, followed by Dimensional US Core Equity M (DFAU, 7.7%) and Schwab US Aggregate Bond ETF (SCHZ, 7.7%). Compared with Q1 2024, it opened 10 new positions, sold out of 12, added to 18 and reduced 13. The biggest buy was a new position in SS SPDR S&P 500 ETF Trust-US (SPY) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −79%).
- Most Recent 13F
- Q4 2025
- Location
- CALEDONIA, MI
- CIK
- 0002015682
- Portfolio Value
- $32.9M (Q2 2024)
- SEC Filing
- 0002015682-24-000004 ↗ filed Jul 11, 2024
Holdings Value
Holdings 43 stocks · $32.9M
| SCHX Schwab US Large-Cap ETF | 9.93% | 50,915 | $3.3M | Add +9.3% |
| DFAU Dimensional US Core Equity M | 7.66% | 67,315 | $2.5M | Add +7.9% |
| SCHZ Schwab US Aggregate Bond ETF | 7.65% | 55,300 | $2.5M | Add +7.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.94% | 4,200 | $2.3M | New |
| SCMB Schwab Municipal Bond ETF | 6.49% | 41,596 | $2.1M | Reduce -1.3% |
| BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 5.24% | 53,263 | $1.7M | Reduce -1.7% |
| IDEV iShares Core MSCI Dev MKTS | 4.29% | 21,513 | $1.4M | Reduce -10.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 3.88% | 25,514 | $1.3M | No change |
| BNDW Vanguard Total World Bond Et | 3.68% | 17,833 | $1.2M | Reduce -2.8% |
| BNDX Vanguard Total Intl Bond ETF | 2.96% | 20,063 | $976K | Add +13.7% |
| IEMG iShares Core MSCI Emerging | 2.65% | 16,286 | $872K | Reduce -5.8% |
| DFAC Dimensional US Core Equity 2 | 2.39% | 24,371 | $786K | Reduce -79.4% |
| MSFT Microsoft Corp. | 2.21% | 1,628 | $728K | Add +1.9% |
| SYK Stryker Corp. | 2.01% | 1,950 | $663K | Add +0.3% |
| EDV Vanguard Extended Dur Treas | 1.96% | 8,785 | $645K | Add +7.5% |
| HYMB SS SPDR N Ice HY Muni ETF | 1.94% | 25,122 | $639K | Reduce -2.2% |
| NVDA Nvidia Corp. | 1.91% | 5,100 | $630K | Add +9.7% |
| DFAI Dimensional International Co. | 1.90% | 21,060 | $625K | Add +14.1% |
| AAPL Apple Inc. | 1.82% | 2,848 | $600K | Reduce -8.0% |
| DFAE Dimensional Emerging Core Eq | 1.78% | 22,617 | $585K | Add +4.3% |
| META Meta Platforms Inc. Class A | 1.52% | 991 | $500K | Reduce -0.7% |
| AMZN Amazon.com Inc. | 1.47% | 2,502 | $484K | Add +6.1% |
| GUNR NT Mstar GLBL NR ETF | 1.36% | 11,131 | $447K | Reduce -13.8% |
| STIP iShares 0-5 Year Tips Bond E | 1.18% | 3,904 | $388K | Add +32.1% |
| SPHY SS SPDR P High Yield ETF | 1.09% | 15,507 | $360K | Add +13.6% |
| V Visa Inc. Class A | 0.97% | 1,223 | $321K | Add +41.1% |
| WMT Walmart Inc. | 0.97% | 4,705 | $319K | New |
| AVGO Broadcom Inc. | 0.97% | 198 | $318K | Add +7.0% |
| LLY Eli Lilly & Co. | 0.94% | 343 | $311K | New |
| TM Toyota Motor Corp. -Spon ADR | 0.91% | 1,461 | $299K | Add +76.2% |
| ADBE Adobe Inc. | 0.83% | 492 | $273K | Reduce -26.9% |
| CRM Salesforce Inc. | 0.80% | 1,024 | $263K | Reduce -29.5% |
| XOM Exxon Mobil Corp. | 0.79% | 2,263 | $261K | New |
| SCHO Schwab Short-Term US Treas | 0.77% | 5,266 | $253K | Add +15.2% |
| CVX Chevron Corp. | 0.75% | 1,588 | $248K | New |
| GOOGL Alphabet Inc. Class A | 0.75% | 1,349 | $246K | Reduce -21.2% |
| HD Home Depot Inc. | 0.74% | 710 | $244K | New |
| MA Mastercard Inc. Class A | 0.69% | 517 | $228K | New |
| LIN Linde PLC | 0.69% | 518 | $227K | Add +12.8% |
| REET iShares Global REIT ETF | 0.64% | 9,043 | $210K | New |
| GOOG Alphabet Inc. Class C | 0.64% | 1,141 | $209K | New |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.63% | 19,211 | $207K | No change |
| JPM JPMorgan Chase & Co. | 0.61% | 994 | $201K | New |
Portfolio Sells Q1 2024 → Q2 2024
| DFAC Dimensional US Core Equity 2 | Reduce -79.4% | 2.39% | −8.48 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −2.26 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −2.20 |
| DFIC Dimensional International Co. | Sold out | 0.00% | −1.89 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −1.06 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −1.04 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.99 |
| INTC Intel Corp. | Sold out | 0.00% | −0.92 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.71 |
| DFEM Dimensional Emrg MRKT Core | Sold out | 0.00% | −0.71 |
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −0.67 |
| CRH CRH PLC | Sold out | 0.00% | −0.58 |
| CRM Salesforce Inc. | Reduce -29.5% | 0.80% | −0.45 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -10.1% | 4.29% | −0.32 |
| SAN Banco Santander SA-Spon ADR | Sold out | 0.00% | −0.21 |
| GUNR NT Mstar GLBL NR ETF | Reduce -13.8% | 1.36% | −0.16 |
| ADBE Adobe Inc. | Reduce -26.9% | 0.83% | −0.14 |
| GOOGL Alphabet Inc. Class A | Reduce -21.2% | 0.75% | +0.01 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -2.2% | 1.94% | +0.05 |
| BNDW Vanguard Total World Bond Et | Reduce -2.8% | 3.68% | +0.07 |
| IEMG iShares Core MSCI Emerging | Reduce -5.8% | 2.65% | +0.09 |
| META Meta Platforms Inc. Class A | Reduce -0.7% | 1.52% | +0.13 |
| SCMB Schwab Municipal Bond ETF | Reduce -1.3% | 6.49% | +0.20 |
| AAPL Apple Inc. | Reduce -8.0% | 1.82% | +0.30 |
| BCD Abrdn Bloomberg All Commodit | Reduce -1.7% | 5.24% | +0.34 |
Portfolio Buys Q1 2024 → Q2 2024
| SPY SS SPDR S&P 500 ETF Trust-US | New | 6.94% | +6.94 |
| SCHX Schwab US Large-Cap ETF | Add +9.3% | 9.93% | +1.65 |
| DFAU Dimensional US Core Equity M | Add +7.9% | 7.66% | +1.13 |
| WMT Walmart Inc. | New | 0.97% | +0.97 |
| LLY Eli Lilly & Co. | New | 0.94% | +0.94 |
| SCHZ Schwab US Aggregate Bond ETF | Add +7.8% | 7.65% | +0.89 |
| XOM Exxon Mobil Corp. | New | 0.79% | +0.79 |
| CVX Chevron Corp. | New | 0.75% | +0.75 |
| HD Home Depot Inc. | New | 0.74% | +0.74 |
| NVDA Nvidia Corp. | Add +9.7% | 1.91% | +0.71 |
| MA Mastercard Inc. Class A | New | 0.69% | +0.69 |
| REET iShares Global REIT ETF | New | 0.64% | +0.64 |
| GOOG Alphabet Inc. Class C | New | 0.64% | +0.64 |
| JPM JPMorgan Chase & Co. | New | 0.61% | +0.61 |
| BNDX Vanguard Total Intl Bond ETF | Add +13.7% | 2.96% | +0.47 |
| STIP iShares 0-5 Year Tips Bond E | Add +32.1% | 1.18% | +0.34 |
| TM Toyota Motor Corp. -Spon ADR | Add +76.2% | 0.91% | +0.31 |
| DFAI Dimensional International Co. | Add +14.1% | 1.90% | +0.30 |
| MSFT Microsoft Corp. | Add +1.9% | 2.21% | +0.28 |
| V Visa Inc. Class A | Add +41.1% | 0.97% | +0.28 |
| AVGO Broadcom Inc. | Add +7.0% | 0.97% | +0.26 |
| AMZN Amazon.com Inc. | Add +6.1% | 1.47% | +0.25 |
| DFAE Dimensional Emerging Core Eq | Add +4.3% | 1.78% | +0.24 |
| SPHY SS SPDR P High Yield ETF | Add +13.6% | 1.09% | +0.18 |
| EDV Vanguard Extended Dur Treas | Add +7.5% | 1.96% | +0.16 |
| SCHO Schwab Short-Term US Treas | Add +15.2% | 0.77% | +0.14 |
| LIN Linde PLC | Add +12.8% | 0.69% | +0.08 |
| SYK Stryker Corp. | Add +0.3% | 2.01% | +0.02 |
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 |