VanderPol Investments L.L.C.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 15, 2024), VanderPol Investments L.L.C. reported 48 stock positions worth $44.9 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 18.8% of the portfolio, followed by Schwab US Aggregate Bond ETF (SCHZ, 9.6%) and Schwab US Large-Cap ETF (SCHX, 7.7%). Compared with Q2 2024, it opened 6 new positions, sold out of 1, added to 28 and reduced 14. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +250%) and the biggest sale Schwab US Large-Cap ETF (SCHX, shares −1%).
- Most Recent 13F
- Q4 2025
- Location
- CALEDONIA, MI
- CIK
- 0002015682
- Portfolio Value
- $44.9M (Q3 2024)
- SEC Filing
- 0002015682-24-000005 ↗ filed Oct 15, 2024
Holdings Value
Holdings 48 stocks · $44.9M
| SPY SS SPDR S&P 500 ETF Trust-US | 18.79% | 14,700 | $8.4M | Add +250.0% |
| SCHZ Schwab US Aggregate Bond ETF | 9.58% | 90,516 | $4.3M | Add +63.7% |
| SCHX Schwab US Large-Cap ETF | 7.65% | 50,610 | $3.4M | Reduce -0.6% |
| DFAU Dimensional US Core Equity M | 6.32% | 71,517 | $2.8M | Add +6.2% |
| SCMB Schwab Municipal Bond ETF | 4.84% | 41,382 | $2.2M | Reduce -0.5% |
| BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 4.66% | 63,951 | $2.1M | Add +20.1% |
| BNDX Vanguard Total Intl Bond ETF | 3.72% | 33,201 | $1.7M | Add +65.5% |
| BNDW Vanguard Total World Bond Et | 2.76% | 17,575 | $1.2M | Reduce -1.4% |
| STIP iShares 0-5 Year Tips Bond E | 2.75% | 12,190 | $1.2M | Add +212.2% |
| IEMG iShares Core MSCI Emerging | 2.31% | 18,023 | $1.0M | Add +10.7% |
| IDEV iShares Core MSCI Dev MKTS | 2.24% | 14,218 | $1.0M | Reduce -33.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.16% | 18,926 | $967K | Reduce -25.8% |
| DFAC Dimensional US Core Equity 2 | 1.86% | 24,387 | $836K | Add +0.1% |
| DFAI Dimensional International Co. | 1.68% | 23,742 | $755K | Add +12.7% |
| EDV Vanguard Extended Dur Treas | 1.63% | 9,161 | $730K | Add +4.3% |
| MSFT Microsoft Corp. | 1.59% | 1,663 | $716K | Add +2.1% |
| SYK Stryker Corp. | 1.57% | 1,955 | $706K | Add +0.3% |
| DFAE Dimensional Emerging Core Eq | 1.48% | 24,203 | $663K | Add +7.0% |
| AAPL Apple Inc. | 1.45% | 2,785 | $649K | Reduce -2.2% |
| HYMB SS SPDR N Ice HY Muni ETF | 1.40% | 23,882 | $627K | Reduce -4.9% |
| NVDA Nvidia Corp. | 1.39% | 5,140 | $624K | Add +0.8% |
| SCHO Schwab Short-Term US Treas | 1.39% | 12,706 | $622K | Add +141.3% |
| META Meta Platforms Inc. Class A | 1.27% | 996 | $570K | Add +0.5% |
| AMZN Amazon.com Inc. | 1.06% | 2,557 | $476K | Add +2.2% |
| SPHY SS SPDR P High Yield ETF | 0.89% | 16,539 | $398K | Add +6.7% |
| WMT Walmart Inc. | 0.84% | 4,691 | $379K | Reduce -0.3% |
| AVGO Broadcom Inc. | 0.79% | 2,050 | $354K | Add +3.5% |
| V Visa Inc. Class A | 0.77% | 1,261 | $347K | Add +3.1% |
| GUNR NT Mstar GLBL NR ETF | 0.72% | 7,883 | $325K | Reduce -29.2% |
| LLY Eli Lilly & Co. | 0.70% | 356 | $315K | Add +3.8% |
| CRM Salesforce Inc. | 0.68% | 1,122 | $307K | Add +9.6% |
| TSLA Tesla Inc. | 0.62% | 1,057 | $277K | New |
| REET iShares Global REIT ETF | 0.61% | 10,287 | $275K | Add +13.8% |
| TM Toyota Motor Corp. -Spon ADR | 0.61% | 1,534 | $274K | Add +5.0% |
| HD Home Depot Inc. | 0.60% | 666 | $270K | Reduce -6.2% |
| ADBE Adobe Inc. | 0.60% | 517 | $268K | Add +5.1% |
| XOM Exxon Mobil Corp. | 0.57% | 2,183 | $256K | Reduce -3.5% |
| LIN Linde PLC | 0.57% | 534 | $255K | Add +3.1% |
| MA Mastercard Inc. Class A | 0.56% | 511 | $252K | Reduce -1.2% |
| MCD McDonald's Corp. | 0.52% | 771 | $235K | New |
| TMO Thermo Fisher Scientific Inc. | 0.50% | 362 | $224K | New |
| CVX Chevron Corp. | 0.50% | 1,511 | $223K | Reduce -4.8% |
| JPM JPMorgan Chase & Co. | 0.48% | 1,028 | $217K | Add +3.4% |
| CRH CRH PLC | 0.48% | 2,305 | $214K | New |
| GOOGL Alphabet Inc. Class A | 0.47% | 1,270 | $211K | Reduce -5.9% |
| UNH Unitedhealth Group Inc. | 0.46% | 356 | $208K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.45% | 441 | $203K | New |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.45% | 19,831 | $202K | Add +3.2% |
Portfolio Sells Q2 2024 → Q3 2024
| SCHX Schwab US Large-Cap ETF | Reduce -0.6% | 7.65% | −2.28 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -33.9% | 2.24% | −2.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -25.8% | 2.16% | −1.73 |
| SCMB Schwab Municipal Bond ETF | Reduce -0.5% | 4.84% | −1.65 |
| BNDW Vanguard Total World Bond Et | Reduce -1.4% | 2.76% | −0.92 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.64 |
| GUNR NT Mstar GLBL NR ETF | Reduce -29.2% | 0.72% | −0.63 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -4.9% | 1.40% | −0.54 |
| AAPL Apple Inc. | Reduce -2.2% | 1.45% | −0.38 |
| GOOGL Alphabet Inc. Class A | Reduce -5.9% | 0.47% | −0.28 |
| CVX Chevron Corp. | Reduce -4.8% | 0.50% | −0.26 |
| XOM Exxon Mobil Corp. | Reduce -3.5% | 0.57% | −0.22 |
| HD Home Depot Inc. | Reduce -6.2% | 0.60% | −0.14 |
| MA Mastercard Inc. Class A | Reduce -1.2% | 0.56% | −0.13 |
| WMT Walmart Inc. | Reduce -0.3% | 0.84% | −0.12 |
Portfolio Buys Q2 2024 → Q3 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Add +250.0% | 18.79% | +11.85 |
| SCHZ Schwab US Aggregate Bond ETF | Add +63.7% | 9.58% | +1.93 |
| STIP iShares 0-5 Year Tips Bond E | Add +212.2% | 2.75% | +1.57 |
| BNDX Vanguard Total Intl Bond ETF | Add +65.5% | 3.72% | +0.75 |
| SCHO Schwab Short-Term US Treas | Add +141.3% | 1.39% | +0.62 |
| TSLA Tesla Inc. | New | 0.62% | +0.62 |
| MCD McDonald's Corp. | New | 0.52% | +0.52 |
| TMO Thermo Fisher Scientific Inc. | New | 0.50% | +0.50 |
| CRH CRH PLC | New | 0.48% | +0.48 |
| UNH Unitedhealth Group Inc. | New | 0.46% | +0.46 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.45% | +0.45 |
| REET iShares Global REIT ETF | Add +13.8% | 0.61% | −0.03 |
| CRM Salesforce Inc. | Add +9.6% | 0.68% | −0.12 |
| LIN Linde PLC | Add +3.1% | 0.57% | −0.12 |
| JPM JPMorgan Chase & Co. | Add +3.4% | 0.48% | −0.13 |
| AVGO Broadcom Inc. | Add +3.5% | 0.79% | −0.18 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Add +3.2% | 0.45% | −0.18 |
| V Visa Inc. Class A | Add +3.1% | 0.77% | −0.20 |
| SPHY SS SPDR P High Yield ETF | Add +6.7% | 0.89% | −0.21 |
| DFAI Dimensional International Co. | Add +12.7% | 1.68% | −0.22 |
| ADBE Adobe Inc. | Add +5.1% | 0.60% | −0.23 |
| LLY Eli Lilly & Co. | Add +3.8% | 0.70% | −0.24 |
| META Meta Platforms Inc. Class A | Add +0.5% | 1.27% | −0.25 |
| DFAE Dimensional Emerging Core Eq | Add +7.0% | 1.48% | −0.30 |
| TM Toyota Motor Corp. -Spon ADR | Add +5.0% | 0.61% | −0.30 |
| EDV Vanguard Extended Dur Treas | Add +4.3% | 1.63% | −0.33 |
| IEMG iShares Core MSCI Emerging | Add +10.7% | 2.31% | −0.34 |
| AMZN Amazon.com Inc. | Add +2.2% | 1.06% | −0.41 |
| SYK Stryker Corp. | Add +0.3% | 1.57% | −0.44 |
| NVDA Nvidia Corp. | Add +0.8% | 1.39% | −0.52 |
| DFAC Dimensional US Core Equity 2 | Add +0.1% | 1.86% | −0.52 |
| BCD Abrdn Bloomberg All Commodit | Add +20.1% | 4.66% | −0.59 |
| MSFT Microsoft Corp. | Add +2.1% | 1.59% | −0.61 |
| DFAU Dimensional US Core Equity M | Add +6.2% | 6.32% | −1.34 |
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 |