VI

VanderPol Investments L.L.C.

13F
VanderPol Investments L.L.C.
Last update 2025-05-14 52 Stocks (3 new)
Value $47.00 Mil Turnover 8 %
Countries:
Top Holdings: SPY(16.31%)SCHX(11.86%)SCHZ(8.05%)BCD(5.56%)SCMB(4.63%)
Summary Stock Picks Current Portfolio
VanderPol Investments L.L.C. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
13,800
7,719.6
-0.72%
16.310
-0.13%
0.000
+19.57%
+7.72%
643,289.7
 
SCHX
Schwab U.S. Large-Cap ETF
254,150
5,611.6
+17.71%
11.860
+1.78%
0.010
+19.93%
+7.89%
56,889.6
 
SCHZ
Schwab US Aggregate Bond ETF
164,617
3,812.5
+2.24%
8.050
+0.18%
0.040
+1.25%
+3.34%
8,562.3
 
BCD
abrdn Bloomberg All Comm Longer Dt Strategy K-1 Free ETF
abrdn Bloomberg All Comm Longer Dt Strategy K-1 Free ETF
77,075
2,630.6
+12.44%
5.560
+0.62%
1.090
+3.41%
+8.52%
278.8
 
SCMB
Schwab Municipal Bond ETF
86,399
2,191.9
+7.75%
4.630
+0.33%
0.110
+0.21%
-1.78%
2,114.7
 
IDEV
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
27,917
1,923.2
+10.42%
4.060
+0.38%
0.010
+11.90%
+19.06%
20,205.4
 
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
35,742
1,744.9
+5.97%
3.690
+0.21%
0.000
+0.50%
+1.56%
66,226.8
 
STIP
iShares 0-5 Year TIPS Bond ETF
13,069
1,352.3
+3.00%
2.860
+0.08%
0.010
+1.30%
+4.46%
12,779.7
 
SPHY
SPDR Portfolio High Yield Bond ETF
53,672
1,257.0
+14.08%
2.660
+0.33%
0.020
+4.90%
+4.73%
8,762.6
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
22,569
1,218.1
+4.52%
2.570
+0.11%
0.000
+18.91%
+18.34%
99,158.0
 

VanderPol Investments L.L.C.'s Historical Top Holdings Breakdowns

VanderPol Investments L.L.C.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHX
Schwab U.S. Large-Cap ETF
2025-03-31
Add
Add
+1.78%
●
21.75 ($23.28) 24.28
$24.86
6.79%
Add 17.71%
254,150
38,245
SCHP
Schwab U.S. Tips ETF
2025-03-31
Add
Add
+0.81%
●
25.69 ($26.29) 26.89
$26.58
1.10%
Add 97.85%
28,654
14,171
HYMB
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
2025-03-31
Add
Add
+0.75%
●
25.12 ($25.65) 26.05
$24.19
-5.69%
Add 50.1%
42,020
14,026
BCD
abrdn Bloomberg All Comm Longer Dt Strategy K-1 Free ETF
abrdn Bloomberg All Comm Longer Dt Strategy K-1 Free ETF
2025-03-31
Add
Add
+0.62%
●
31.25 ($33.17) 34.24
$34.00
2.50%
Add 12.44%
77,075
8,528
DXIV
Dimensional International Vector Equity ETF
Dimensional International Vector Equity ETF
2025-03-31
New Buy
New Buy
+0.52%
●
47.47 ($50.83) 53.66
$57.71
13.53%
New holding
4,756
4,756
DFGR
Dimensional Global Real Estate ETF
2025-03-31
New Buy
New Buy
+0.52%
●
24.73 ($26.06) 26.89
$26.91
3.26%
New holding
9,428
9,428
RTX
RTX Corp
2025-03-31
New Buy
New Buy
+0.47%
●
114.1 ($126.79) 135.66
$151.50
19.49%
New holding
1,672
1,672
CRH
CRH PLC
2025-03-31
Sold Out
Sold Out
-0.46%
●
87.97 ($98.34) 110.51
$94.06
-4.35%
Sold Out
0
-2,269
HON
Honeywell International Inc
2025-03-31
Sold Out
Sold Out
-0.45%
●
202.75 ($214.7) 226.52
$236.54
10.17%
Sold Out
0
-912
IBIT
ISHARES BITCOIN TR
2025-03-31
Sold Out
Sold Out
-0.45%
●
44.91 ($52.94) 60.42
$66.68
25.95%
Sold Out
0
-3,857

VanderPol Investments L.L.C. Total Holding History ($B)

To

VanderPol Investments L.L.C.'s Asset Allocation

To

VanderPol Investments L.L.C. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

VanderPol Investments L.L.C.'s Hypothetical Growth since 2025-03-31

VanderPol Investments L.L.C.'s Yearly Returns

Year Portfolio % % Excess Gain %

VanderPol Investments L.L.C.'s Holdings Heat Map

Size field:

VanderPol Investments L.L.C.'s Holdings Bubble Chart

VanderPol Investments L.L.C. News

  • 1

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