13F HOLDINGS REPORT
VanderPol Investments L.L.C.
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0002015682-25-000002
Total Value
$47.3M
Positions
52
Other Managers
0
Confidential Omitted
No
Holdings (52)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 13,800 | $7.7M | 16.31% |
| 2 | SCHWAB STRATEGIC TR | 808524201 | 254,150 | $5.6M | 11.86% |
| 3 | SCHWAB STRATEGIC TR | 808524839 | 164,617 | $3.8M | 8.05% |
| 4 | ABRDN ETFS | 003261203 | 77,075 | $2.6M | 5.56% |
| 5 | SCHWAB STRATEGIC TR | 808524649 | 86,399 | $2.2M | 4.63% |
| 6 | ISHARES TR | 46435G326 | 27,917 | $1.9M | 4.06% |
| 7 | VANGUARD CHARLOTTE FDS | 92203J407 | 35,742 | $1.7M | 3.69% |
| 8 | ISHARES TR | 46429B747 | 13,069 | $1.4M | 2.86% |
| 9 | SPDR SER TR | 78468R606 | 53,672 | $1.3M | 2.66% |
| 10 | ISHARES INC | 46434G103 | 22,569 | $1.2M | 2.57% |
| 11 | VANGUARD SCOTTSDALE FDS | 92206C565 | 17,613 | $1.2M | 2.56% |
| 12 | SPDR SER TR | 78464A284 | 42,020 | $1.1M | 2.24% |
| 13 | DIMENSIONAL ETF TRUST | 25434V708 | 25,638 | $845,798 | 1.79% |
| 14 | SCHWAB STRATEGIC TR | 808524870 | 28,654 | $770,498 | 1.63% |
| 15 | STRYKER CORPORATION | SYK | 1,963 | $730,737 | 1.54% |
| 16 | DIMENSIONAL ETF TRUST | 25434V104 | 17,628 | $677,620 | 1.43% |
| 17 | MICROSOFT CORP | MSFT | 1,797 | $674,576 | 1.43% |
| 18 | APPLE INC | AAPL | 2,996 | $665,507 | 1.41% |
| 19 | DIMENSIONAL ETF TRUST | 25434V559 | 12,499 | $628,160 | 1.33% |
| 20 | SCHWAB STRATEGIC TR | 808524862 | 24,342 | $592,484 | 1.25% |
| 21 | META PLATFORMS INC | META | 964 | $555,611 | 1.17% |
| 22 | NVIDIA CORPORATION | NVDA | 4,934 | $534,747 | 1.13% |
| 23 | AMAZON COM INC | AMZN | 2,566 | $488,207 | 1.03% |
| 24 | VANGUARD MUN BD FDS | 922907746 | 9,033 | $448,217 | 0.95% |
| 25 | VISA INC | V | 1,255 | $439,827 | 0.93% |
| 26 | WALMART INC | WMT | 4,791 | $420,602 | 0.89% |
| 27 | DIMENSIONAL ETF TRUST | 25434V302 | 15,277 | $395,522 | 0.84% |
| 28 | BROADCOM INC | AVGO | 2,185 | $365,835 | 0.77% |
| 29 | VANGUARD WORLD FD | 921910709 | 5,069 | $360,443 | 0.76% |
| 30 | SALESFORCE INC | CRM | 1,188 | $318,812 | 0.67% |
| 31 | ELI LILLY & CO | LLY | 382 | $315,498 | 0.67% |
| 32 | EXXON MOBIL CORP | XOM | 2,604 | $309,694 | 0.65% |
| 33 | MASTERCARD INCORPORATED | MA | 564 | $309,140 | 0.65% |
| 34 | SPDR GOLD TR | GLD | 1,065 | $306,823 | 0.65% |
| 35 | CHEVRON CORP NEW | CVX | 1,803 | $301,624 | 0.64% |
| 36 | JPMORGAN CHASE & CO. | VYLD | 1,121 | $274,981 | 0.58% |
| 37 | DIMENSIONAL ETF TRUST | 25434V732 | 10,172 | $269,163 | 0.57% |
| 38 | HOME DEPOT INC | HD | 730 | $267,538 | 0.57% |
| 39 | LINDE PLC | LIN | 573 | $266,812 | 0.56% |
| 40 | TOYOTA MOTOR CORP | TOYOF | 1,504 | $265,501 | 0.56% |
| 41 | TESLA INC | TSLA | 1,015 | $263,047 | 0.56% |
| 42 | MCDONALDS CORP | MCD | 833 | $260,204 | 0.55% |
| 43 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 468 | $249,247 | 0.53% |
| 44 | DIMENSIONAL ETF TRUST | 25434V658 | 9,428 | $247,587 | 0.52% |
| 45 | CISCO SYS INC | CSCO | 4,004 | $247,087 | 0.52% |
| 46 | DIMENSIONAL ETF TRUST | 25434V542 | 4,756 | $246,782 | 0.52% |
| 47 | ISHARES ETHEREUM TR | 46438R105 | 16,248 | $224,551 | 0.47% |
| 48 | RTX CORPORATION | RTX | 1,672 | $221,473 | 0.47% |
| 49 | MITSUBISHI UFJ FINL GROUP IN | 606822104 | 15,995 | $218,012 | 0.46% |
| 50 | ADOBE INC | ADBE | 546 | $209,407 | 0.44% |
| 51 | ALPHABET INC | GOOG | 1,345 | $207,991 | 0.44% |
| 52 | THERMO FISHER SCIENTIFIC INC | TMO | 410 | $204,016 | 0.43% |