VanderPol Investments L.L.C.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), VanderPol Investments L.L.C. reported 55 stock positions worth $47.6 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 13.9% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 8.8%) and Schwab U.S. Tips ETF (SCHP, 7.1%). Compared with Q1 2025, it opened 7 new positions, sold out of 4, added to 14 and reduced 33. The biggest buy was Schwab U.S. Tips ETF (SCHP, shares +341%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −51%).
- Most Recent 13F
- Q4 2025
- Location
- CALEDONIA, MI
- CIK
- 0002015682
- Portfolio Value
- $47.6M (Q2 2025)
- SEC Filing
- 0002015682-25-000003 ↗ filed Jul 24, 2025
Holdings Value
Holdings 55 stocks · $47.6M
| SCHX Schwab US Large-Cap ETF | 13.89% | 270,486 | $6.6M | Add +6.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 8.83% | 6,800 | $4.2M | Reduce -50.7% |
| SCHP Schwab U.S. Tips ETF | 7.08% | 126,366 | $3.4M | Add +341.0% |
| SCHZ Schwab US Aggregate Bond ETF | 5.48% | 112,247 | $2.6M | Reduce -31.8% |
| BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 5.23% | 75,137 | $2.5M | Reduce -2.5% |
| SCMB Schwab Municipal Bond ETF | 4.43% | 83,785 | $2.1M | Reduce -3.0% |
| IDEV iShares Core MSCI Dev MKTS | 4.08% | 25,567 | $1.9M | Reduce -8.4% |
| SPHY SS SPDR P High Yield ETF | 2.93% | 58,591 | $1.4M | Add +9.2% |
| STIP iShares 0-5 Year Tips Bond E | 2.90% | 13,414 | $1.4M | Add +2.6% |
| IEMG iShares Core MSCI Emerging | 2.73% | 21,674 | $1.3M | Reduce -4.0% |
| IBND SS SPDR BB Intl Corp. BD ETF | 2.66% | 38,865 | $1.3M | New |
| BWX SS SPDR BB Intl Treasury BD | 2.66% | 53,818 | $1.3M | New |
| HYMB SS SPDR N Ice HY Muni ETF | 2.29% | 44,051 | $1.1M | Add +4.8% |
| NVDA Nvidia Corp. | 1.88% | 5,653 | $893K | Add +14.6% |
| MSFT Microsoft Corp. | 1.82% | 1,746 | $868K | Reduce -2.8% |
| DXUV Dimensional US Vtor Eqty ETF | 1.82% | 15,940 | $864K | Add +27.5% |
| DFAC Dimensional US Core Equity 2 | 1.78% | 23,685 | $849K | Reduce -7.6% |
| SYK Stryker Corp. | 1.64% | 1,971 | $780K | Add +0.4% |
| META Meta Platforms Inc. Class A | 1.47% | 951 | $702K | Reduce -1.4% |
| DFAU Dimensional US Core Equity M | 1.29% | 14,516 | $615K | Reduce -17.6% |
| AAPL Apple Inc. | 1.29% | 2,990 | $613K | Reduce -0.2% |
| SCHO Schwab Short-Term US Treas | 1.24% | 24,180 | $590K | Reduce -0.7% |
| AMZN Amazon.com Inc. | 1.22% | 2,648 | $581K | Add +3.2% |
| AVGO Broadcom Inc. | 1.20% | 2,071 | $571K | Reduce -5.2% |
| WMT Walmart Inc. | 0.97% | 4,737 | $463K | Reduce -1.1% |
| V Visa Inc. Class A | 0.91% | 1,217 | $432K | Reduce -3.0% |
| DFAE Dimensional Emerging Core Eq | 0.77% | 12,667 | $367K | Reduce -17.1% |
| TSLA Tesla Inc. | 0.70% | 1,047 | $333K | Add +3.1% |
| GLD SPDR Gold Shares | 0.68% | 1,065 | $325K | No change |
| CRM Salesforce Inc. | 0.66% | 1,158 | $316K | Reduce -2.5% |
| ETHA iShares Ethereum Trust ETF | 0.66% | 16,554 | $316K | Add +1.9% |
| JPM JPMorgan Chase & Co. | 0.66% | 1,079 | $313K | Reduce -3.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.64% | 6,232 | $306K | Reduce -31.0% |
| MA Mastercard Inc. Class A | 0.64% | 542 | $305K | Reduce -3.9% |
| DFEM Dimensional Emrg MRKT Core | 0.63% | 10,167 | $302K | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.61% | 373 | $291K | Reduce -2.4% |
| DXIV Dimensional Intr Vtor E ETF | 0.60% | 4,925 | $286K | Add +3.5% |
| NFLX Netflix Inc. | 0.58% | 206 | $276K | New |
| XOM Exxon Mobil Corp. | 0.57% | 2,527 | $272K | Reduce -3.0% |
| CSCO Cisco Systems Inc. | 0.56% | 3,836 | $266K | Reduce -4.2% |
| DFGR Dim Global Real Estate ETF | 0.56% | 9,891 | $265K | Add +4.9% |
| LIN Linde PLC | 0.55% | 554 | $260K | Reduce -3.3% |
| TM Toyota Motor Corp. -Spon ADR | 0.54% | 1,502 | $259K | Reduce -0.1% |
| HD Home Depot Inc. | 0.54% | 704 | $258K | Reduce -3.6% |
| CVX Chevron Corp. | 0.53% | 1,768 | $253K | Reduce -1.9% |
| RTX RTX Corp. | 0.50% | 1,620 | $237K | Reduce -3.1% |
| MCD McDonald's Corp. | 0.49% | 796 | $233K | Reduce -4.4% |
| GOOGL Alphabet Inc. Class A | 0.48% | 1,302 | $229K | Reduce -3.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.48% | 470 | $228K | Add +0.4% |
| IBIT iShares Bitcoin Trust ETF | 0.46% | 3,549 | $217K | New |
| ADBE Adobe Inc. | 0.44% | 543 | $210K | Reduce -0.6% |
| HON Honeywell International Inc. | 0.44% | 896 | $209K | New |
| DFIC Dimensional International Co. | 0.44% | 6,706 | $208K | New |
| GE General Electric filed as GE AEROSPACE | 0.43% | 788 | $203K | New |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.42% | 14,467 | $198K | Reduce -9.6% |
Portfolio Sells Q1 2025 → Q2 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -50.7% | 8.83% | −7.48 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −3.69 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -31.8% | 5.48% | −2.57 |
| BNDW Vanguard Total World Bond Et | Sold out | 0.00% | −2.56 |
| EDV Vanguard Extended Dur Treas | Sold out | 0.00% | −0.76 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.43 |
| BCD Abrdn Bloomberg All Commodit | Reduce -2.5% | 5.23% | −0.32 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -31.0% | 0.64% | −0.30 |
| SCMB Schwab Municipal Bond ETF | Reduce -3.0% | 4.43% | −0.20 |
| DFAU Dimensional US Core Equity M | Reduce -17.6% | 1.29% | −0.14 |
| AAPL Apple Inc. | Reduce -0.2% | 1.29% | −0.12 |
| CVX Chevron Corp. | Reduce -1.9% | 0.53% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -3.0% | 0.57% | −0.08 |
| DFAE Dimensional Emerging Core Eq | Reduce -17.1% | 0.77% | −0.07 |
| MCD McDonald's Corp. | Reduce -4.4% | 0.49% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -2.4% | 0.61% | −0.06 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Reduce -9.6% | 0.42% | −0.04 |
| HD Home Depot Inc. | Reduce -3.6% | 0.54% | −0.02 |
| V Visa Inc. Class A | Reduce -3.0% | 0.91% | −0.02 |
| LIN Linde PLC | Reduce -3.3% | 0.55% | −0.02 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -0.1% | 0.54% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -3.9% | 0.64% | −0.01 |
| SCHO Schwab Short-Term US Treas | Reduce -0.7% | 1.24% | −0.01 |
| CRM Salesforce Inc. | Reduce -2.5% | 0.66% | −0.01 |
| DFAC Dimensional US Core Equity 2 | Reduce -7.6% | 1.78% | −0.00 |
| ADBE Adobe Inc. | Reduce -0.6% | 0.44% | −0.00 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -8.4% | 4.08% | +0.02 |
| RTX RTX Corp. | Reduce -3.1% | 0.50% | +0.03 |
| CSCO Cisco Systems Inc. | Reduce -4.2% | 0.56% | +0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -3.2% | 0.48% | +0.04 |
| DFEM Dimensional Emrg MRKT Core | Reduce -0.1% | 0.63% | +0.07 |
| JPM JPMorgan Chase & Co. | Reduce -3.8% | 0.66% | +0.08 |
| WMT Walmart Inc. | Reduce -1.1% | 0.97% | +0.08 |
| IEMG iShares Core MSCI Emerging | Reduce -4.0% | 2.73% | +0.16 |
| META Meta Platforms Inc. Class A | Reduce -1.4% | 1.47% | +0.30 |
| MSFT Microsoft Corp. | Reduce -2.8% | 1.82% | +0.40 |
| AVGO Broadcom Inc. | Reduce -5.2% | 1.20% | +0.43 |
Portfolio Buys Q1 2025 → Q2 2025
| SCHP Schwab U.S. Tips ETF | Add +341.0% | 7.08% | +5.46 |
| IBND SS SPDR BB Intl Corp. BD ETF | New | 2.66% | +2.66 |
| BWX SS SPDR BB Intl Treasury BD | New | 2.66% | +2.66 |
| SCHX Schwab US Large-Cap ETF | Add +6.4% | 13.89% | +2.03 |
| NVDA Nvidia Corp. | Add +14.6% | 1.88% | +0.75 |
| NFLX Netflix Inc. | New | 0.58% | +0.58 |
| DXUV Dimensional US Vtor Eqty ETF | Add +27.5% | 1.82% | +0.49 |
| IBIT iShares Bitcoin Trust ETF | New | 0.46% | +0.46 |
| HON Honeywell International Inc. | New | 0.44% | +0.44 |
| DFIC Dimensional International Co. | New | 0.44% | +0.44 |
| GE General Electric | New | 0.43% | +0.43 |
| SPHY SS SPDR P High Yield ETF | Add +9.2% | 2.93% | +0.27 |
| AMZN Amazon.com Inc. | Add +3.2% | 1.22% | +0.19 |
| ETHA iShares Ethereum Trust ETF | Add +1.9% | 0.66% | +0.19 |
| TSLA Tesla Inc. | Add +3.1% | 0.70% | +0.14 |
| SYK Stryker Corp. | Add +0.4% | 1.64% | +0.09 |
| DXIV Dimensional Intr Vtor E ETF | Add +3.5% | 0.60% | +0.08 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +4.8% | 2.29% | +0.05 |
| STIP iShares 0-5 Year Tips Bond E | Add +2.6% | 2.90% | +0.04 |
| DFGR Dim Global Real Estate ETF | Add +4.9% | 0.56% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.4% | 0.48% | −0.05 |
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 |