VanderPol Investments L.L.C.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), VanderPol Investments L.L.C. reported 53 stock positions worth $45.7 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 17.8% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 10.9%) and Schwab US Aggregate Bond ETF (SCHZ, 8.0%). Compared with Q3 2024, it opened 9 new positions, sold out of 4, added to 30 and reduced 14. The biggest buy was Schwab US Large-Cap ETF (SCHX, shares +42%) and the biggest sale Dimensional US Core Equity M (DFAU, shares −74%).
- Most Recent 13F
- Q4 2025
- Location
- CALEDONIA, MI
- CIK
- 0002015682
- Portfolio Value
- $45.7M (Q4 2024)
- SEC Filing
- 0002015682-25-000001 ↗ filed Jan 23, 2025
Holdings Value
Holdings 53 stocks · $45.7M
| SPY SS SPDR S&P 500 ETF Trust-US | 17.81% | 13,900 | $8.1M | Reduce -5.4% |
| SCHX Schwab US Large-Cap ETF | 10.94% | 215,905 | $5.0M | Add +42.2% |
| SCHZ Schwab US Aggregate Bond ETF | 7.99% | 161,011 | $3.7M | Reduce -11.1% |
| BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 4.70% | 68,547 | $2.1M | Add +7.2% |
| SCMB Schwab Municipal Bond ETF | 4.50% | 80,182 | $2.1M | Reduce -3.1% |
| BNDX Vanguard Total Intl Bond ETF | 3.62% | 33,729 | $1.7M | Add +1.6% |
| IDEV iShares Core MSCI Dev MKTS | 3.56% | 25,283 | $1.6M | Add +77.8% |
| STIP iShares 0-5 Year Tips Bond E | 2.79% | 12,688 | $1.3M | Add +4.1% |
| BNDW Vanguard Total World Bond Et | 2.79% | 18,714 | $1.3M | Add +6.5% |
| IEMG iShares Core MSCI Emerging | 2.47% | 21,592 | $1.1M | Add +19.8% |
| SPHY SS SPDR P High Yield ETF | 2.41% | 47,048 | $1.1M | Add +184.5% |
| DFAC Dimensional US Core Equity 2 | 1.72% | 22,702 | $785K | Reduce -6.9% |
| MSFT Microsoft Corp. | 1.65% | 1,793 | $756K | Add +7.8% |
| DFAU Dimensional US Core Equity M | 1.64% | 18,533 | $750K | Reduce -74.1% |
| AAPL Apple Inc. | 1.64% | 2,990 | $749K | Add +7.4% |
| NVDA Nvidia Corp. | 1.57% | 5,352 | $719K | Add +4.1% |
| HYMB SS SPDR N Ice HY Muni ETF | 1.57% | 27,994 | $716K | Add +17.2% |
| SYK Stryker Corp. | 1.54% | 1,959 | $705K | Add +0.2% |
| AMZN Amazon.com Inc. | 1.29% | 2,686 | $589K | Add +5.0% |
| META Meta Platforms Inc. Class A | 1.29% | 1,004 | $588K | Add +0.8% |
| SCHO Schwab Short-Term US Treas | 1.25% | 23,843 | $574K | Reduce -6.2% |
| DXUV Dimensional US Vtor Eqty ETF | 1.21% | 10,486 | $554K | New |
| AVGO Broadcom Inc. | 1.11% | 2,199 | $510K | Add +7.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.99% | 9,033 | $453K | Reduce -52.3% |
| WMT Walmart Inc. | 0.94% | 4,767 | $431K | Add +1.6% |
| TSLA Tesla Inc. | 0.90% | 1,015 | $410K | Reduce -4.0% |
| V Visa Inc. Class A | 0.87% | 1,258 | $398K | Reduce -0.2% |
| DFAE Dimensional Emerging Core Eq | 0.87% | 15,616 | $396K | Reduce -35.5% |
| CRM Salesforce Inc. | 0.85% | 1,169 | $391K | Add +4.2% |
| SCHP Schwab U.S. Tips ETF | 0.82% | 14,483 | $374K | New |
| EDV Vanguard Extended Dur Treas | 0.81% | 5,473 | $371K | Reduce -40.3% |
| ETHA iShares Ethereum Trust ETF | 0.74% | 13,353 | $338K | New |
| TM Toyota Motor Corp. -Spon ADR | 0.65% | 1,526 | $297K | Reduce -0.5% |
| MA Mastercard Inc. Class A | 0.65% | 561 | $295K | Add +9.8% |
| LLY Eli Lilly & Co. | 0.64% | 381 | $294K | Add +7.0% |
| HD Home Depot Inc. | 0.61% | 721 | $280K | Add +8.3% |
| XOM Exxon Mobil Corp. | 0.59% | 2,514 | $270K | Add +15.2% |
| GOOGL Alphabet Inc. Class A | 0.59% | 1,417 | $268K | Add +11.6% |
| JPM JPMorgan Chase & Co. | 0.58% | 1,111 | $266K | Add +8.1% |
| GLD SPDR Gold Shares | 0.56% | 1,065 | $258K | New |
| CVX Chevron Corp. | 0.55% | 1,734 | $251K | Add +14.8% |
| MCD McDonald's Corp. | 0.53% | 833 | $241K | Add +8.0% |
| LIN Linde PLC | 0.51% | 562 | $235K | Add +5.2% |
| ADBE Adobe Inc. | 0.50% | 519 | $231K | Add +0.4% |
| CSCO Cisco Systems Inc. | 0.49% | 3,811 | $226K | New |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.49% | 19,241 | $226K | Reduce -3.0% |
| DFEM Dimensional Emrg MRKT Core | 0.47% | 8,266 | $216K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 472 | $214K | Add +7.0% |
| CRH CRH PLC | 0.46% | 2,269 | $210K | Reduce -1.6% |
| HON Honeywell International Inc. | 0.45% | 912 | $206K | New |
| IBIT iShares Bitcoin Trust ETF | 0.45% | 3,857 | $205K | New |
| TMO Thermo Fisher Scientific Inc. | 0.44% | 390 | $203K | Add +7.7% |
| COST Costco Wholesale Corp. | 0.44% | 220 | $202K | New |
Portfolio Sells Q3 2024 → Q4 2024
| DFAU Dimensional US Core Equity M | Reduce -74.1% | 1.64% | −4.68 |
| DFAI Dimensional International Co. | Sold out | 0.00% | −1.68 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -11.1% | 7.99% | −1.59 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -52.3% | 0.99% | −1.17 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.4% | 17.81% | −0.98 |
| EDV Vanguard Extended Dur Treas | Reduce -40.3% | 0.81% | −0.82 |
| GUNR NT Mstar GLBL NR ETF | Sold out | 0.00% | −0.72 |
| DFAE Dimensional Emerging Core Eq | Reduce -35.5% | 0.87% | −0.61 |
| REET iShares Global REIT ETF | Sold out | 0.00% | −0.61 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.46 |
| SCMB Schwab Municipal Bond ETF | Reduce -3.1% | 4.50% | −0.34 |
| DFAC Dimensional US Core Equity 2 | Reduce -6.9% | 1.72% | −0.15 |
| SCHO Schwab Short-Term US Treas | Reduce -6.2% | 1.25% | −0.13 |
| CRH CRH PLC | Reduce -1.6% | 0.46% | −0.02 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -0.5% | 0.65% | +0.04 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Reduce -3.0% | 0.49% | +0.04 |
| V Visa Inc. Class A | Reduce -0.2% | 0.87% | +0.10 |
| TSLA Tesla Inc. | Reduce -4.0% | 0.90% | +0.28 |
Portfolio Buys Q3 2024 → Q4 2024
| SCHX Schwab US Large-Cap ETF | Add +42.2% | 10.94% | +3.29 |
| SPHY SS SPDR P High Yield ETF | Add +184.5% | 2.41% | +1.53 |
| IDEV iShares Core MSCI Dev MKTS | Add +77.8% | 3.56% | +1.32 |
| DXUV Dimensional US Vtor Eqty ETF | New | 1.21% | +1.21 |
| SCHP Schwab U.S. Tips ETF | New | 0.82% | +0.82 |
| ETHA iShares Ethereum Trust ETF | New | 0.74% | +0.74 |
| GLD SPDR Gold Shares | New | 0.56% | +0.56 |
| CSCO Cisco Systems Inc. | New | 0.49% | +0.49 |
| DFEM Dimensional Emrg MRKT Core | New | 0.47% | +0.47 |
| HON Honeywell International Inc. | New | 0.45% | +0.45 |
| IBIT iShares Bitcoin Trust ETF | New | 0.45% | +0.45 |
| COST Costco Wholesale Corp. | New | 0.44% | +0.44 |
| AVGO Broadcom Inc. | Add +7.3% | 1.11% | +0.33 |
| AMZN Amazon.com Inc. | Add +5.0% | 1.29% | +0.23 |
| AAPL Apple Inc. | Add +7.4% | 1.64% | +0.19 |
| NVDA Nvidia Corp. | Add +4.1% | 1.57% | +0.18 |
| CRM Salesforce Inc. | Add +4.2% | 0.85% | +0.17 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +17.2% | 1.57% | +0.17 |
| IEMG iShares Core MSCI Emerging | Add +19.8% | 2.47% | +0.16 |
| GOOGL Alphabet Inc. Class A | Add +11.6% | 0.59% | +0.12 |
| JPM JPMorgan Chase & Co. | Add +8.1% | 0.58% | +0.10 |
| WMT Walmart Inc. | Add +1.6% | 0.94% | +0.10 |
| MA Mastercard Inc. Class A | Add +9.8% | 0.65% | +0.08 |
| MSFT Microsoft Corp. | Add +7.8% | 1.65% | +0.06 |
| CVX Chevron Corp. | Add +14.8% | 0.55% | +0.05 |
| BCD Abrdn Bloomberg All Commodit | Add +7.2% | 4.70% | +0.04 |
| STIP iShares 0-5 Year Tips Bond E | Add +4.1% | 2.79% | +0.04 |
| BNDW Vanguard Total World Bond Et | Add +6.5% | 2.79% | +0.03 |
| XOM Exxon Mobil Corp. | Add +15.2% | 0.59% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +7.0% | 0.47% | +0.02 |
| META Meta Platforms Inc. Class A | Add +0.8% | 1.29% | +0.02 |
| HD Home Depot Inc. | Add +8.3% | 0.61% | +0.01 |
| MCD McDonald's Corp. | Add +8.0% | 0.53% | +0.01 |
| SYK Stryker Corp. | Add +0.2% | 1.54% | −0.03 |
| LIN Linde PLC | Add +5.2% | 0.51% | −0.05 |
| TMO Thermo Fisher Scientific Inc. | Add +7.7% | 0.44% | −0.06 |
| LLY Eli Lilly & Co. | Add +7.0% | 0.64% | −0.06 |
| ADBE Adobe Inc. | Add +0.4% | 0.50% | −0.09 |
| BNDX Vanguard Total Intl Bond ETF | Add +1.6% | 3.62% | −0.10 |
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 |