Vanderpol Investments L.L.C. Top Holdings and 13F Report (2025) About Vanderpol Investments L.L.C.Investment ActivityVanderpol Investments L.L.C. has $45.73 million in total holdings as of December 31, 2024.Vanderpol Investments L.L.C. owns shares of 53 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 25.72% of the portfolio was purchased this quarter.About 11.43% of the portfolio was sold this quarter.This quarter, Vanderpol Investments L.L.C. has purchased 48 new stocks and bought additional shares in 33 stocks.Vanderpol Investments L.L.C. sold shares of 11 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $8,146,512Schwab US Large-Cap ETF $5,004,672Schwab U.S. Aggregate Bond ETF $3,654,944abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF $2,147,564Schwab Municipal Bond ETF $2,059,074 Largest New Holdings this Quarter DIMENSIONAL ETF TRUST $554,142 HoldingSchwab U.S. TIPS ETF $374,096 HoldingISHARES ETHEREUM TR $337,688 HoldingSPDR Gold Shares $257,830 HoldingCisco Systems $225,611 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 165,295 shares (about $3.83M)Schwab U.S. Aggregate Bond ETF 70,495 shares (about $1.60M)Schwab Municipal Bond ETF 38,800 shares (about $996.38K)SPDR Portfolio High Yield Bond ETF 30,509 shares (about $716.03K)iShares Core MSCI International Developed Markets ETF 11,065 shares (about $713.34K) Largest Sales this Quarter Dimensional US Core Equity Market ETF 52,984 shares (about $2.15M)Vanguard Tax-Exempt Bond ETF 9,893 shares (about $495.94K)SPDR S&P 500 ETF Trust 800 shares (about $468.86K)Vanguard Extended Duration Treasury ETF 3,688 shares (about $249.71K)Dimensional Emerging Core Equity Market ETF 8,587 shares (about $217.84K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVanderpol Investments L.L.C. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$8,146,512$468,864 ▼-5.4%13,90017.8%FinanceSCHXSchwab US Large-Cap ETF$5,004,672$3,831,534 ▲326.6%215,90510.9%ETFSCHZSchwab U.S. Aggregate Bond ETF$3,654,944$1,600,234 ▲77.9%161,0118.0%ETFBCDabrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF$2,147,564$143,992 ▲7.2%68,5474.7%ETFSCMBSchwab Municipal Bond ETF$2,059,074$996,384 ▲93.8%80,1824.5%ETFBNDXVanguard Total International Bond ETF$1,654,381$25,898 ▲1.6%33,7293.6%ETFIDEViShares Core MSCI International Developed Markets ETF$1,629,948$713,340 ▲77.8%25,2833.6%ETFSTIPiShares 0-5 Year TIPS Bond ETF$1,276,413$50,099 ▲4.1%12,6882.8%ETFBNDWVanguard Total World Bond ETF$1,276,108$77,668 ▲6.5%18,7142.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,127,534$186,373 ▲19.8%21,5922.5%ETFSPHYSPDR Portfolio High Yield Bond ETF$1,104,198$716,034 ▲184.5%47,0482.4%ETFDFACDimensional U.S. Core Equity 2 ETF$785,262$58,284 ▼-6.9%22,7021.7%ETFMSFTMicrosoft$755,750$54,795 ▲7.8%1,7931.7%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$750,401$2,145,322 ▼-74.1%18,5331.6%ETFAAPLApple$748,512$51,319 ▲7.4%2,9901.6%Computer and TechnologyNVDANVIDIA$718,720$28,469 ▲4.1%5,3521.6%Computer and TechnologyHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$716,087$105,185 ▲17.2%27,9941.6%ETFSYKStryker$705,313$1,440 ▲0.2%1,9591.5%MedicalAMZNAmazon.com$589,282$28,301 ▲5.0%2,6861.3%Retail/WholesaleMETAMeta Platforms$587,852$4,684 ▲0.8%1,0041.3%Computer and TechnologySCHOSchwab Short-Term U.S. Treasury ETF$573,663$267,956 ▲87.7%23,8431.3%ETFDIMENSIONAL ETF TRUST$554,142$554,142 ▲New Holding10,4861.2%DIMENSIONAL USAVGOBroadcom$509,816$34,544 ▲7.3%2,1991.1%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$452,824$495,936 ▼-52.3%9,0331.0%ETFWMTWalmart$430,698$6,867 ▲1.6%4,7670.9%Retail/WholesaleTSLATesla$409,898$16,961 ▼-4.0%1,0150.9%Auto/Tires/TrucksVVisa$397,578$948 ▼-0.2%1,2580.9%Business ServicesDFAEDimensional Emerging Core Equity Market ETF$396,164$217,845 ▼-35.5%15,6160.9%ETFCRMSalesforce$390,832$15,714 ▲4.2%1,1690.9%Computer and TechnologySCHPSchwab U.S. TIPS ETF$374,096$374,096 ▲New Holding14,4830.8%ETFEDVVanguard Extended Duration Treasury ETF$370,565$249,707 ▼-40.3%5,4730.8%ETFISHARES ETHEREUM TR$337,688$337,688 ▲New Holding13,3530.7%SHSTMToyota Motor$296,975$1,557 ▼-0.5%1,5260.6%Auto/Tires/TrucksMAMastercard$295,406$26,329 ▲9.8%5610.6%Business ServicesLLYEli Lilly and Company$294,132$19,300 ▲7.0%3810.6%MedicalHDHome Depot$280,462$21,394 ▲8.3%7210.6%Retail/WholesaleXOMExxon Mobil$270,431$35,606 ▲15.2%2,5140.6%Oils/EnergyGOOGLAlphabet$268,238$27,827 ▲11.6%1,4170.6%Computer and TechnologyJPMJPMorgan Chase & Co.$266,318$19,896 ▲8.1%1,1110.6%FinanceGLDSPDR Gold Shares$257,830$257,830 ▲New Holding1,0650.6%FinanceCVXChevron$251,153$32,299 ▲14.8%1,7340.5%Oils/EnergyMCDMcDonald's$241,478$17,973 ▲8.0%8330.5%Retail/WholesaleLINDE PLC$235,293$11,723 ▲5.2%5620.5%SHSADBEAdobe$230,789$889 ▲0.4%5190.5%Computer and TechnologyCSCOCisco Systems$225,611$225,611 ▲New Holding3,8110.5%Computer and TechnologyMUFGMitsubishi UFJ Financial Group$225,505$6,915 ▼-3.0%19,2410.5%FinanceDFEMDimensional Emerging Markets Core Equity 2 ETF$216,487$216,487 ▲New Holding8,2660.5%ETFBRK.BBerkshire Hathaway$213,948$14,052 ▲7.0%4720.5%FinanceCRH PLC$209,928$3,331 ▼-1.6%2,2690.5%ORDHONHoneywell International$206,012$206,012 ▲New Holding9120.5%Multi-Sector ConglomeratesISHARES BITCOIN TRUST ETF$204,578$204,578 ▲New Holding3,8570.4%SHS BEN INTTMOThermo Fisher Scientific$202,890$14,566 ▲7.7%3900.4%MedicalCOSTCostco Wholesale$201,579$201,579 ▲New Holding2200.4%Retail/WholesaleDFAIDimensional International Core Equity Market ETF$0$754,534 ▼-100.0%00.0%ETFGUNRFlexShares Global Upstream Natural Resources Index Fund$0$325,174 ▼-100.0%00.0%ETFREETiShares Global REIT ETF$0$274,549 ▼-100.0%00.0%ETFUNHUnitedHealth Group$0$208,146 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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