Vanderpol Investments L.L.C. Top Holdings and 13F Report (2025) About Vanderpol Investments L.L.C.Investment ActivityVanderpol Investments L.L.C. has $47.59 million in total holdings as of June 30, 2025.Vanderpol Investments L.L.C. owns shares of 55 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 15.16% of the portfolio was purchased this quarter.About 21.14% of the portfolio was sold this quarter.This quarter, Vanderpol Investments L.L.C. has purchased 52 new stocks and bought additional shares in 14 stocks.Vanderpol Investments L.L.C. sold shares of 33 stocks and completely divested from 4 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $6,610,664SPDR S&P 500 ETF Trust $4,201,380Schwab U.S. TIPS ETF $3,371,434Schwab U.S. Aggregate Bond ETF $2,608,599abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF $2,490,768 Largest New Holdings this Quarter 78464A151 - SPDR Bloomberg International Corporate Bond ETF $1,266,581 Holding78464A516 - SPDR Bloomberg International Treasury Bond ETF $1,264,171 Holding64110L106 - Netflix $275,861 Holding46438F101 - ISHARES BITCOIN TRUST ETF $217,193 Holding438516106 - Honeywell International $208,660 Holding Largest Purchases this Quarter Schwab U.S. TIPS ETF 97,712 shares (about $2.61M)SPDR Bloomberg International Corporate Bond ETF 38,865 shares (about $1.27M)SPDR Bloomberg International Treasury Bond ETF 53,818 shares (about $1.26M)Schwab US Large-Cap ETF 16,336 shares (about $399.25K)Netflix 206 shares (about $275.86K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 7,000 shares (about $4.32M)Schwab U.S. Aggregate Bond ETF 52,370 shares (about $1.22M)iShares Core MSCI International Developed Markets ETF 2,350 shares (about $178.69K)Vanguard Tax-Exempt Bond ETF 2,801 shares (about $137.33K)Dimensional US Core Equity Market ETF 3,112 shares (about $131.82K) 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 PortfolioSectorSCHXSchwab US Large-Cap ETF$6,610,664$399,251 ▲6.4%270,48613.9%ETFSPYSPDR S&P 500 ETF Trust$4,201,380$4,324,950 ▼-50.7%6,8008.8%FinanceSCHPSchwab U.S. TIPS ETF$3,371,434$2,606,948 ▲341.0%126,3667.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$2,608,599$1,217,069 ▼-31.8%112,2475.5%ETFBCDabrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF$2,490,768$64,244 ▼-2.5%75,1375.2%ETFSCMBSchwab Municipal Bond ETF$2,109,706$65,821 ▼-3.0%83,7854.4%ETFIDEViShares Core MSCI International Developed Markets ETF$1,944,083$178,691 ▼-8.4%25,5674.1%ETFSPHYSPDR Portfolio High Yield Bond ETF$1,394,445$117,070 ▲9.2%58,5912.9%ETFSTIPiShares 0-5 Year TIPS Bond ETF$1,380,435$35,504 ▲2.6%13,4142.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,301,041$53,725 ▼-4.0%21,6742.7%ETFIBNDSPDR Bloomberg International Corporate Bond ETF$1,266,581$1,266,581 ▲New Holding38,8652.7%ETFBWXSPDR Bloomberg International Treasury Bond ETF$1,264,171$1,264,171 ▲New Holding53,8182.7%FinanceHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$1,091,584$50,328 ▲4.8%44,0512.3%ETFNVDANVIDIA$893,117$113,595 ▲14.6%5,6531.9%Computer and TechnologyMSFTMicrosoft$868,478$25,368 ▼-2.8%1,7461.8%Computer and TechnologyDIMENSIONAL ETF TRUST$864,420$186,604 ▲27.5%15,9401.8%DIMENSIONAL USDFACDimensional U.S. Core Equity 2 ETF$848,870$69,995 ▼-7.6%23,6851.8%ETFSYKStryker$779,548$3,164 ▲0.4%1,9711.6%MedicalMETAMeta Platforms$701,924$9,595 ▼-1.3%9511.5%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$614,898$131,824 ▼-17.7%14,5161.3%ETFAAPLApple$613,259$1,231 ▼-0.2%2,9901.3%Computer and TechnologySCHOSchwab Short-Term U.S. Treasury ETF$589,508$3,950 ▼-0.7%24,1801.2%ETFAMZNAmazon.com$580,945$17,990 ▲3.2%2,6481.2%Retail/WholesaleAVGOBroadcom$570,871$31,424 ▼-5.2%2,0711.2%Computer and TechnologyWMTWalmart$463,184$5,280 ▼-1.1%4,7371.0%Retail/WholesaleVVisa$432,096$13,492 ▼-3.0%1,2170.9%Business ServicesDFAEDimensional Emerging Core Equity Market ETF$366,710$75,560 ▼-17.1%12,6670.8%ETFTSLATesla$332,590$10,165 ▲3.2%1,0470.7%Auto/Tires/TrucksGLDSPDR Gold Shares$324,5950.0%1,0650.7%FinanceCRMSalesforce$315,775$8,181 ▼-2.5%1,1580.7%Computer and TechnologyISHARES ETHEREUM TR$315,671$5,835 ▲1.9%16,5540.7%SHSJPMJPMorgan Chase & Co.$312,813$12,176 ▼-3.7%1,0790.7%FinanceVTEBVanguard Tax-Exempt Bond ETF$305,555$137,333 ▼-31.0%6,2320.6%ETFMAMastercard$304,571$12,363 ▼-3.9%5420.6%Business ServicesDFEMDimensional Emerging Markets Core Equity 2 ETF$301,740$148 ▼0.0%10,1670.6%ETFLLYEli Lilly and Company$290,765$7,016 ▼-2.4%3730.6%MedicalDIMENSIONAL ETF TRUST$285,877$9,810 ▲3.6%4,9250.6%DIMENSIONAL INTLNFLXNetflix$275,861$275,861 ▲New Holding2060.6%Consumer DiscretionaryXOMExxon Mobil$272,411$8,301 ▼-3.0%2,5270.6%EnergyCSCOCisco Systems$266,142$11,656 ▼-4.2%3,8360.6%Computer and TechnologyDFGRDimensional Global Real Estate ETF$265,357$12,421 ▲4.9%9,8910.6%ETFLINDE PLC$259,926$8,914 ▼-3.3%5540.5%SHSTMToyota Motor$258,735$345 ▼-0.1%1,5020.5%Auto/Tires/TrucksHDHome Depot$258,115$9,533 ▼-3.6%7040.5%Retail/WholesaleCVXChevron$253,160$5,012 ▼-1.9%1,7680.5%EnergyRTXRTX$236,552$7,593 ▼-3.1%1,6200.5%AerospaceMCDMcDonald's$232,567$10,810 ▼-4.4%7960.5%Retail/WholesaleGOOGLAlphabet$229,451$7,578 ▼-3.2%1,3020.5%Computer and TechnologyBRK.BBerkshire Hathaway$228,312$972 ▲0.4%4700.5%FinanceISHARES BITCOIN TRUST ETF$217,193$217,193 ▲New Holding3,5490.5%SHS BEN INTADBEAdobe$210,076$1,161 ▼-0.5%5430.4%Computer and TechnologyHONHoneywell International$208,660$208,660 ▲New Holding8960.4%Multi-Sector ConglomeratesDFICDimensional International Core Equity 2 ETF$208,490$208,490 ▲New Holding6,7060.4%ETFGEGE Aerospace$202,823$202,823 ▲New Holding7880.4%AerospaceMUFGMitsubishi UFJ Financial Group$198,487$20,964 ▼-9.6%14,4670.4%FinanceBNDXVanguard Total International Bond ETF$0$1,744,939 ▼-100.0%00.0%ETFBNDWVanguard Total World Bond ETF$0$1,211,951 ▼-100.0%00.0%ETFEDVVanguard Extended Duration Treasury ETF$0$360,443 ▼-100.0%00.0%ETFTMOThermo Fisher Scientific$0$204,016 ▼-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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
