Institutional Manager · CIK 0002015682
VanderPol Investments L.L.C.
CALEDONIA, MI · File #028-24022
Latest AUM
$57.5M
Positions
65
Top-10 Concentration
58.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | SCHWAB US AGGREGATE BOND ETF | 808524839 | +51,177 | +$1.2M | -$39,243 |
| EXITED | SCHWAB MUNICIPAL BOND ETF | 808524649 | -24,975 | -$647,352 | $0 |
| ADD | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | 78468R606 | +22,145 | +$524,172 | -$14,500 |
| ADD | DIMENSIONAL US VECTOR EQUITY ETF | 25434V559 | +5,599 | +$334,708 | +$10,022 |
| EXITED | SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | 78464A284 | -12,782 | -$323,129 | $0 |
| NEW | BITWISE SOLANA STAKING ETF | BSOL | +14,750 | +$241,900 | $0 |
| ADD | NETFLIX INC. COM | NFLX | +2,371 | +$222,305 | -$256,238 |
| NEW | VANGUARD INFORMATION TECHNOLOGY ETF | 92204A702 | +290 | +$218,596 | $0 |
| EXITED | LINDE PLC SHS | G54950103 | -487 | -$217,202 | $0 |
| NEW | WELLS FARGO & CO COM | 949746101 | +2,295 | +$213,894 | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202565 pos · $57.5M
- 13F HOLDINGS REPORTQ/E Sep 202564 pos · $57.7M
- 13F HOLDINGS REPORTQ/E Jun 202555 pos · $47.6M
- 13F HOLDINGS REPORTQ/E Mar 202552 pos · $47.3M
- 13F HOLDINGS REPORTQ/E Dec 202453 pos · $45.7M
- 13F HOLDINGS REPORTQ/E Sep 202448 pos · $44.9M
- 13F HOLDINGS REPORTQ/E Jun 202443 pos · $32.9M
- 13F HOLDINGS REPORTQ/E Mar 202445 pos · $34.9M
- 13F HOLDINGS REPORTQ/E Mar 202443 pos · $29.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SCHWAB U.S. LARGE-CAP ETF | 808524201 | 291,822 | $7.9M | 14.42% |
| 2 | STATE STR SPDR S&P 500 ETF TR TR UNIT | SPY | 6,500 | $4.4M | 8.14% |
| 3 | SCHWAB US AGGREGATE BOND ETF | 808524839 | 181,981 | $4.3M | 7.81% |
| 4 | SCHWAB US TIPS ETF | 808524870 | 130,013 | $3.4M | 6.32% |
| 5 | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 46435G326 | 28,290 | $2.3M | 4.28% |
| 6 | ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF | 003261203 | 74,259 | $2.3M | 4.22% |
| 7 | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | 78468R606 | 94,649 | $2.2M | 4.11% |
| 8 | ISHARES CORE MSCI EMERGING MARKETS ETF | 46434G103 | 26,011 | $1.7M | 3.21% |
| 9 | STATE STR SPDR S&P 500 ETF TR TR UNIT | SPY | 2,200 | $1.5M | 2.75% |
| 10 | ISHARES 0-5 YEAR TIPS BOND ETF | 46429B747 | 14,358 | $1.5M | 2.70% |
| 11 | STATE STR SPDR S&P 500 ETF TR TR UNIT | SPY | 2,000 | $1.4M | 2.50% |
| 12 | DIMENSIONAL US VECTOR EQUITY ETF | 25434V559 | 22,377 | $1.3M | 2.46% |
| 13 | SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF | 78464A516 | 59,277 | $1.3M | 2.45% |
| 14 | SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF | 78464A151 | 40,835 | $1.3M | 2.41% |
| 15 | NVIDIA CORPORATION COM | NVDA | 6,367 | $1.2M | 2.18% |
| 16 | APPLE INC COM | AAPL | 3,717 | $1.0M | 1.86% |
| 17 | STATE STR SPDR S&P 500 ETF TR TR UNIT | SPY | 1,400 | $954,688 | 1.75% |
| 18 | MICROSOFT CORP COM | MSFT | 1,898 | $917,911 | 1.69% |
| 19 | SCHWAB SHORT-TERM US TREASURY ETF | 808524862 | 30,910 | $753,277 | 1.38% |
| 20 | STRYKER CORPORATION COM | SYK | 2,084 | $732,433 | 1.34% |