The Analysis of VanderPol Investments L.L.C.'s Holdings


Currently, VanderPol Investments L.L.C. holds 56 types of securities in its portfolio with a total value $52.4M. In the most recent quarter, they have increased their positions in SCHZ (+51.2K shares, valued at $1.2M), SPHY (+22.1K shares, valued at $524.2K), DXUV (+5.6K shares, valued at $334.7K); decreased their positions in SPY (-1.7K shares, valued at $1.2M), IBND (-3.7K shares, valued at $119.3K), SCHP (-4.3K shares, valued at $113.2K); initiated new positions in N/A (+14.8K shares, valued at $241.9K), VGT (+290 shares, valued at $218.6K), WFC (+2.3K shares, valued at $213.9K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SCHX SCHWAB U.S. LARGE-CAP ETF291.8K shares1.51%2025-12-312026-02-04history
SPY STATE STR SPDR S&P 500 ETF TR TR UNIT6.5K shares-20.73%2025-12-312026-02-04history
SCHZ SCHWAB US AGGREGATE BOND ETF182.0K shares39.12%2025-12-312026-02-04history
SCHP SCHWAB US TIPS ETF130.0K shares-3.18%2025-12-312026-02-04history
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF28.3K shares4.37%2025-12-312026-02-04history
BCD ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF74.3K shares6.08%2025-12-312026-02-04history
SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF94.6K shares30.54%2025-12-312026-02-04history
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF26.0K shares4.98%2025-12-312026-02-04history
Sponsored
STIP ISHARES 0-5 YEAR TIPS BOND ETF14.4K shares-2.41%2025-12-312026-02-04history
DXUV DIMENSIONAL US VECTOR EQUITY ETF22.4K shares33.37%2025-12-312026-02-04history
BWX SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF59.3K shares12.86%2025-12-312026-02-04history
IBND SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF40.8K shares-8.34%2025-12-312026-02-04history
NVDA NVIDIA CORPORATION COM6.4K shares5.26%2025-12-312026-02-04history
AAPL APPLE INC COM3.7K shares3.22%2025-12-312026-02-04history
MSFT MICROSOFT CORP COM1.9K shares0.32%2025-12-312026-02-04history
SCHO SCHWAB SHORT-TERM US TREASURY ETF30.9K shares18.47%2025-12-312026-02-04history
Sponsored
SYK STRYKER CORPORATION COM2.1K shares1.36%2025-12-312026-02-04history
BROADCOM INC COM BROADCOM INC COM2.1K shares0.24%2025-12-312026-02-04history
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF17.1K shares10.70%2025-12-312026-02-04history
AMZN AMAZON COM INC COM2.8K shares1.35%2025-12-312026-02-04history
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF13.2K shares1.36%2025-12-312026-02-04history
META META PLATFORMS INC CL A890 shares-8.81%2025-12-312026-02-04history
TSLA TESLA INC COM1.1K shares1.87%2025-12-312026-02-04history
WMT WALMART INC COM4.4K shares-7.51%2025-12-312026-02-04history
Sponsored
DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF17.8K shares39.28%2025-12-312026-02-04history
DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF13.8K shares25.67%2025-12-312026-02-04history
DXIV DIMENSIONAL INTERNATIONAL VECTOR EQUITY ETF6.9K shares24.61%2025-12-312026-02-04history
V VISA INC COM CL A1.2K shares0.65%2025-12-312026-02-04history
LLY ELI LILLY & CO COM400 shares-0.74%2025-12-312026-02-04history
JPM JPMORGAN CHASE & CO. COM1.3K shares2.26%2025-12-312026-02-04history
ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A1.2K shares2.23%2025-12-312026-02-04history
XOM EXXON MOBIL CORP COM3.0K shares5.27%2025-12-312026-02-04history
Sponsored
MA MASTERCARD INCORPORATED CL A591 shares0.85%2025-12-312026-02-04history
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW670 shares0.00%2025-12-312026-02-04history
DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF10.3K shares-3.93%2025-12-312026-02-04history
ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C1.0K shares0.00%2025-12-312026-02-04history
GRAYSCALE BITCOIN MINI TRUST ETF GRAYSCALE BITCOIN MINI TRUST ETF7.8K shares4.37%2025-12-312026-02-04history
TPLC TIMOTHY PLAN US LARGE/MID CAP CORE ETF6.6K shares1.32%2025-12-312026-02-04history
RTX RTX CORPORATION COM1.5K shares-1.56%2025-12-312026-02-04history
GE AEROSPACE COM NEW GE AEROSPACE COM NEW851 shares2.90%2025-12-312026-02-04history
Sponsored
HD HOME DEPOT INC COM745 shares-4.61%2025-12-312026-02-04history
BAC BANK AMERICA CORP COM4.6K shares0.13%2025-12-312026-02-04history
TM TOYOTA MOTOR CORP ADS1.2K shares-6.63%2025-12-312026-02-04history
CVX CHEVRON CORP NEW COM1.6K shares-1.98%2025-12-312026-02-04history
NFLX NETFLIX INC. COM2.6K shares926.17%2025-12-312026-02-04history
BITWISE SOLANA STAKING ETF BITWISE SOLANA STAKING ETF14.8K sharesnew addition2025-12-312026-02-04history
ETH GRAYSCALE ETHEREUM STAKING MINI ETF8.5K shares-1.15%2025-12-312026-02-04history
CRM SALESFORCE INC COM899 shares-5.86%2025-12-312026-02-04history
Sponsored
CSCO CISCO SYS INC COM3.0K shares-13.81%2025-12-312026-02-04history
VGT VANGUARD INFORMATION TECHNOLOGY ETF290 sharesnew addition2025-12-312026-02-04history
WFC WELLS FARGO & CO COM2.3K sharesnew addition2025-12-312026-02-04history
MCD MCDONALDS CORP COM694 shares-4.93%2025-12-312026-02-04history
TMO THERMO FISHER SCIENTIFIC INC COM364 shares-11.86%2025-12-312026-02-04history
EDV VANGUARD EXTENDED DURATION TREASURY ETF3.2K shares8.08%2025-12-312026-02-04history
JNJ JOHNSON & JOHNSON COM990 sharesnew addition2025-12-312026-02-04history
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS11.9K shares-21.22%2025-12-312026-02-04history
Sponsored

Call Option Holdings
SPY Call CallSTATE STR SPDR S&P 500 ETF TR TR UNIT2.4K shares0.00%2025-12-312026-02-04history

Put Option Holdings
SPY Put PutSTATE STR SPDR S&P 500 ETF TR TR UNIT6.5K shares-20.73%2025-12-312026-02-04history