Vanderpol Investments L.L.C. Top Holdings and 13F Report (2025) About Vanderpol Investments L.L.C.Investment ActivityVanderpol Investments L.L.C. has $47.33 million in total holdings as of March 31, 2025.Vanderpol Investments L.L.C. owns shares of 52 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 7.89% of the portfolio was purchased this quarter.About 2.50% of the portfolio was sold this quarter.This quarter, Vanderpol Investments L.L.C. has purchased 53 new stocks and bought additional shares in 31 stocks.Vanderpol Investments L.L.C. sold shares of 14 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $7,719,582Schwab US Large-Cap ETF $5,611,626Schwab U.S. Aggregate Bond ETF $3,812,534abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF $2,630,580Schwab Municipal Bond ETF $2,191,943 Largest New Holdings this Quarter 25434V658 - Dimensional Global Real Estate ETF $247,587 Holding25434V542 - DIMENSIONAL ETF TRUST $246,782 Holding75513E101 - RTX $221,473 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 38,245 shares (about $844.45K)Schwab U.S. TIPS ETF 14,171 shares (about $381.05K)SPDR Nuveen Bloomberg High Yield Municipal Bond ETF 14,026 shares (about $353.74K)abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 8,528 shares (about $291.06K)Dimensional Global Real Estate ETF 9,428 shares (about $247.59K) Largest Sales this Quarter Vanguard Total World Bond ETF 1,101 shares (about $75.76K)SPDR S&P 500 ETF Trust 100 shares (about $55.94K)NVIDIA 418 shares (about $45.30K)Mitsubishi UFJ Financial Group 3,246 shares (about $44.24K)Dimensional US Core Equity Market ETF 905 shares (about $34.79K) 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$7,719,582$55,939 ▼-0.7%13,80016.3%FinanceSCHXSchwab US Large-Cap ETF$5,611,626$844,449 ▲17.7%254,15011.9%ETFSCHZSchwab U.S. Aggregate Bond ETF$3,812,534$83,515 ▲2.2%164,6178.1%ETFBCDabrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF$2,630,580$291,062 ▲12.4%77,0755.6%ETFSCMBSchwab Municipal Bond ETF$2,191,943$157,725 ▲7.8%86,3994.6%ETFIDEViShares Core MSCI International Developed Markets ETF$1,923,211$181,457 ▲10.4%27,9174.1%ETFBNDXVanguard Total International Bond ETF$1,744,939$98,275 ▲6.0%35,7423.7%ETFSTIPiShares 0-5 Year TIPS Bond ETF$1,352,249$39,422 ▲3.0%13,0692.9%ETFSPHYSPDR Portfolio High Yield Bond ETF$1,257,001$155,134 ▲14.1%53,6722.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,218,058$52,729 ▲4.5%22,5692.6%ETFBNDWVanguard Total World Bond ETF$1,211,951$75,760 ▼-5.9%17,6132.6%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$1,059,744$353,736 ▲50.1%42,0202.2%ETFDFACDimensional U.S. Core Equity 2 ETF$845,798$96,859 ▲12.9%25,6381.8%ETFSCHPSchwab U.S. TIPS ETF$770,498$381,054 ▲97.8%28,6541.6%ETFSYKStryker$730,737$1,489 ▲0.2%1,9631.5%MedicalDFAUDimensional US Core Equity Market ETF$677,620$34,788 ▼-4.9%17,6281.4%ETFMSFTMicrosoft$674,576$1,502 ▲0.2%1,7971.4%Computer and TechnologyAAPLApple$665,507$1,333 ▲0.2%2,9961.4%Computer and TechnologyDIMENSIONAL ETF TRUST$628,160$101,167 ▲19.2%12,4991.3%DIMENSIONAL USSCHOSchwab Short-Term U.S. Treasury ETF$592,484$12,146 ▲2.1%24,3421.3%ETFMETAMeta Platforms$555,611$23,054 ▼-4.0%9641.2%Computer and TechnologyNVDANVIDIA$534,747$45,303 ▼-7.8%4,9341.1%Computer and TechnologyAMZNAmazon.com$488,207$22,831 ▼-4.5%2,5661.0%Retail/WholesaleVTEBVanguard Tax-Exempt Bond ETF$448,2170.0%9,0330.9%ETFVVisa$439,827$1,051 ▼-0.2%1,2550.9%Business ServicesWMTWalmart$420,602$2,107 ▲0.5%4,7910.9%Retail/WholesaleDFAEDimensional Emerging Core Equity Market ETF$395,522$8,777 ▼-2.2%15,2770.8%ETFAVGOBroadcom$365,835$2,344 ▼-0.6%2,1850.8%Computer and TechnologyEDVVanguard Extended Duration Treasury ETF$360,443$28,727 ▼-7.4%5,0690.8%ETFCRMSalesforce$318,812$5,099 ▲1.6%1,1880.7%Computer and TechnologyLLYEli Lilly and Company$315,498$826 ▲0.3%3820.7%MedicalXOMExxon Mobil$309,694$10,704 ▲3.6%2,6040.7%EnergyMAMastercard$309,140$1,644 ▲0.5%5640.7%Business ServicesGLDSPDR Gold Shares$306,8230.0%1,0650.6%FinanceCVXChevron$301,624$11,543 ▲4.0%1,8030.6%EnergyJPMJPMorgan Chase & Co.$274,981$2,453 ▲0.9%1,1210.6%FinanceDFEMDimensional Emerging Markets Core Equity 2 ETF$269,163$50,435 ▲23.1%10,1720.6%ETFHDHome Depot$267,538$3,298 ▲1.2%7300.6%Retail/WholesaleLINDE PLC$266,812$5,122 ▲2.0%5730.6%SHSTMToyota Motor$265,501$3,884 ▼-1.4%1,5040.6%Auto/Tires/TrucksTSLATesla$263,0470.0%1,0150.6%Auto/Tires/TrucksMCDMcDonald's$260,2040.0%8330.5%Retail/WholesaleBRK.BBerkshire Hathaway$249,247$2,130 ▼-0.8%4680.5%FinanceDFGRDimensional Global Real Estate ETF$247,587$247,587 ▲New Holding9,4280.5%ETFCSCOCisco Systems$247,087$11,910 ▲5.1%4,0040.5%Computer and TechnologyDIMENSIONAL ETF TRUST$246,782$246,782 ▲New Holding4,7560.5%DIMENSIONAL INTLISHARES ETHEREUM TR$224,551$40,010 ▲21.7%16,2480.5%SHSRTXRTX$221,473$221,473 ▲New Holding1,6720.5%AerospaceMUFGMitsubishi UFJ Financial Group$218,012$44,243 ▼-16.9%15,9950.5%FinanceADBEAdobe$209,407$10,355 ▲5.2%5460.4%Computer and TechnologyGOOGLAlphabet$207,991$11,134 ▼-5.1%1,3450.4%Computer and TechnologyTMOThermo Fisher Scientific$204,016$9,952 ▲5.1%4100.4%MedicalCRH PLC$0$209,928 ▼-100.0%00.0%ORDHONHoneywell International$0$206,012 ▼-100.0%00.0%Multi-Sector ConglomeratesISHARES BITCOIN TRUST ETF$0$204,578 ▼-100.0%00.0%SHS BEN INTCOSTCostco Wholesale$0$201,579 ▼-100.0%00.0%Retail/WholesaleShowing 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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