VanderPol Investments L.L.C.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), VanderPol Investments L.L.C. reported 52 stock positions worth $47.3 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 16.3% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 11.9%) and Schwab US Aggregate Bond ETF (SCHZ, 8.1%). Compared with Q4 2024, it opened 3 new positions, sold out of 4, added to 31 and reduced 14. The biggest buy was Schwab US Large-Cap ETF (SCHX, shares +18%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −1%).
- Most Recent 13F
- Q4 2025
- Location
- CALEDONIA, MI
- CIK
- 0002015682
- Portfolio Value
- $47.3M (Q1 2025)
- SEC Filing
- 0002015682-25-000002 ↗ filed May 14, 2025
Holdings Value
Holdings 52 stocks · $47.3M
| SPY SS SPDR S&P 500 ETF Trust-US | 16.31% | 13,800 | $7.7M | Reduce -0.7% |
| SCHX Schwab US Large-Cap ETF | 11.86% | 254,150 | $5.6M | Add +17.7% |
| SCHZ Schwab US Aggregate Bond ETF | 8.05% | 164,617 | $3.8M | Add +2.2% |
| BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 5.56% | 77,075 | $2.6M | Add +12.4% |
| SCMB Schwab Municipal Bond ETF | 4.63% | 86,399 | $2.2M | Add +7.8% |
| IDEV iShares Core MSCI Dev MKTS | 4.06% | 27,917 | $1.9M | Add +10.4% |
| BNDX Vanguard Total Intl Bond ETF | 3.69% | 35,742 | $1.7M | Add +6.0% |
| STIP iShares 0-5 Year Tips Bond E | 2.86% | 13,069 | $1.4M | Add +3.0% |
| SPHY SS SPDR P High Yield ETF | 2.66% | 53,672 | $1.3M | Add +14.1% |
| IEMG iShares Core MSCI Emerging | 2.57% | 22,569 | $1.2M | Add +4.5% |
| BNDW Vanguard Total World Bond Et | 2.56% | 17,613 | $1.2M | Reduce -5.9% |
| HYMB SS SPDR N Ice HY Muni ETF | 2.24% | 42,020 | $1.1M | Add +50.1% |
| DFAC Dimensional US Core Equity 2 | 1.79% | 25,638 | $846K | Add +12.9% |
| SCHP Schwab U.S. Tips ETF | 1.63% | 28,654 | $770K | Add +97.8% |
| SYK Stryker Corp. | 1.54% | 1,963 | $731K | Add +0.2% |
| DFAU Dimensional US Core Equity M | 1.43% | 17,628 | $678K | Reduce -4.9% |
| MSFT Microsoft Corp. | 1.43% | 1,797 | $675K | Add +0.2% |
| AAPL Apple Inc. | 1.41% | 2,996 | $666K | Add +0.2% |
| DXUV Dimensional US Vtor Eqty ETF | 1.33% | 12,499 | $628K | Add +19.2% |
| SCHO Schwab Short-Term US Treas | 1.25% | 24,342 | $592K | Add +2.1% |
| META Meta Platforms Inc. Class A | 1.17% | 964 | $556K | Reduce -4.0% |
| NVDA Nvidia Corp. | 1.13% | 4,934 | $535K | Reduce -7.8% |
| AMZN Amazon.com Inc. | 1.03% | 2,566 | $488K | Reduce -4.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.95% | 9,033 | $448K | No change |
| V Visa Inc. Class A | 0.93% | 1,255 | $440K | Reduce -0.2% |
| WMT Walmart Inc. | 0.89% | 4,791 | $421K | Add +0.5% |
| DFAE Dimensional Emerging Core Eq | 0.84% | 15,277 | $396K | Reduce -2.2% |
| AVGO Broadcom Inc. | 0.77% | 2,185 | $366K | Reduce -0.6% |
| EDV Vanguard Extended Dur Treas | 0.76% | 5,069 | $360K | Reduce -7.4% |
| CRM Salesforce Inc. | 0.67% | 1,188 | $319K | Add +1.6% |
| LLY Eli Lilly & Co. | 0.67% | 382 | $315K | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.65% | 2,604 | $310K | Add +3.6% |
| MA Mastercard Inc. Class A | 0.65% | 564 | $309K | Add +0.5% |
| GLD SPDR Gold Shares | 0.65% | 1,065 | $307K | No change |
| CVX Chevron Corp. | 0.64% | 1,803 | $302K | Add +4.0% |
| JPM JPMorgan Chase & Co. | 0.58% | 1,121 | $275K | Add +0.9% |
| DFEM Dimensional Emrg MRKT Core | 0.57% | 10,172 | $269K | Add +23.1% |
| HD Home Depot Inc. | 0.57% | 730 | $268K | Add +1.3% |
| LIN Linde PLC | 0.56% | 573 | $267K | Add +2.0% |
| TM Toyota Motor Corp. -Spon ADR | 0.56% | 1,504 | $266K | Reduce -1.4% |
| TSLA Tesla Inc. | 0.56% | 1,015 | $263K | No change |
| MCD McDonald's Corp. | 0.55% | 833 | $260K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.53% | 468 | $249K | Reduce -0.8% |
| DFGR Dim Global Real Estate ETF | 0.52% | 9,428 | $248K | New |
| CSCO Cisco Systems Inc. | 0.52% | 4,004 | $247K | Add +5.1% |
| DXIV Dimensional Intr Vtor E ETF | 0.52% | 4,756 | $247K | New |
| ETHA iShares Ethereum Trust ETF | 0.47% | 16,248 | $225K | Add +21.7% |
| RTX RTX Corp. | 0.47% | 1,672 | $221K | New |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.46% | 15,995 | $218K | Reduce -16.9% |
| ADBE Adobe Inc. | 0.44% | 546 | $209K | Add +5.2% |
| GOOGL Alphabet Inc. Class A | 0.44% | 1,345 | $208K | Reduce -5.1% |
| TMO Thermo Fisher Scientific Inc. | 0.43% | 410 | $204K | Add +5.1% |
Portfolio Sells Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.7% | 16.31% | −1.50 |
| CRH CRH PLC | Sold out | 0.00% | −0.46 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.45 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.45 |
| NVDA Nvidia Corp. | Reduce -7.8% | 1.13% | −0.44 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.44 |
| AVGO Broadcom Inc. | Reduce -0.6% | 0.77% | −0.34 |
| AMZN Amazon.com Inc. | Reduce -4.5% | 1.03% | −0.26 |
| BNDW Vanguard Total World Bond Et | Reduce -5.9% | 2.56% | −0.23 |
| DFAU Dimensional US Core Equity M | Reduce -4.9% | 1.43% | −0.21 |
| GOOGL Alphabet Inc. Class A | Reduce -5.1% | 0.44% | −0.15 |
| META Meta Platforms Inc. Class A | Reduce -4.0% | 1.17% | −0.11 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -1.4% | 0.56% | −0.09 |
| EDV Vanguard Extended Dur Treas | Reduce -7.4% | 0.76% | −0.05 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Reduce -16.9% | 0.46% | −0.03 |
| DFAE Dimensional Emerging Core Eq | Reduce -2.2% | 0.84% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.8% | 0.53% | +0.06 |
| V Visa Inc. Class A | Reduce -0.2% | 0.93% | +0.06 |
Portfolio Buys Q4 2024 → Q1 2025
| SCHX Schwab US Large-Cap ETF | Add +17.7% | 11.86% | +0.91 |
| BCD Abrdn Bloomberg All Commodit | Add +12.4% | 5.56% | +0.86 |
| SCHP Schwab U.S. Tips ETF | Add +97.8% | 1.63% | +0.81 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +50.1% | 2.24% | +0.67 |
| DFGR Dim Global Real Estate ETF | New | 0.52% | +0.52 |
| DXIV Dimensional Intr Vtor E ETF | New | 0.52% | +0.52 |
| IDEV iShares Core MSCI Dev MKTS | Add +10.4% | 4.06% | +0.50 |
| RTX RTX Corp. | New | 0.47% | +0.47 |
| SPHY SS SPDR P High Yield ETF | Add +14.1% | 2.66% | +0.24 |
| SCMB Schwab Municipal Bond ETF | Add +7.8% | 4.63% | +0.13 |
| DXUV Dimensional US Vtor Eqty ETF | Add +19.2% | 1.33% | +0.12 |
| IEMG iShares Core MSCI Emerging | Add +4.5% | 2.57% | +0.11 |
| DFEM Dimensional Emrg MRKT Core | Add +23.1% | 0.57% | +0.10 |
| CVX Chevron Corp. | Add +4.0% | 0.64% | +0.09 |
| DFAC Dimensional US Core Equity 2 | Add +12.9% | 1.79% | +0.07 |
| BNDX Vanguard Total Intl Bond ETF | Add +6.0% | 3.69% | +0.07 |
| STIP iShares 0-5 Year Tips Bond E | Add +3.0% | 2.86% | +0.07 |
| XOM Exxon Mobil Corp. | Add +3.6% | 0.65% | +0.06 |
| SCHZ Schwab US Aggregate Bond ETF | Add +2.2% | 8.05% | +0.06 |
| LIN Linde PLC | Add +2.0% | 0.56% | +0.05 |
| CSCO Cisco Systems Inc. | Add +5.1% | 0.52% | +0.03 |
| LLY Eli Lilly & Co. | Add +0.3% | 0.67% | +0.02 |
| MA Mastercard Inc. Class A | Add +0.5% | 0.65% | +0.01 |
| SYK Stryker Corp. | Add +0.2% | 1.54% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.9% | 0.58% | −0.00 |
| SCHO Schwab Short-Term US Treas | Add +2.1% | 1.25% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +5.1% | 0.43% | −0.01 |
| HD Home Depot Inc. | Add +1.3% | 0.57% | −0.05 |
| WMT Walmart Inc. | Add +0.5% | 0.89% | −0.05 |
| ADBE Adobe Inc. | Add +5.2% | 0.44% | −0.06 |
| CRM Salesforce Inc. | Add +1.6% | 0.67% | −0.18 |
| MSFT Microsoft Corp. | Add +0.2% | 1.43% | −0.23 |
| AAPL Apple Inc. | Add +0.2% | 1.41% | −0.23 |
| ETHA iShares Ethereum Trust ETF | Add +21.7% | 0.47% | −0.26 |
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 |