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Size ($ in 1000's)
At 03/31/2024: $34,879
At 12/31/2023: $29,354
VanderPol Investments L.L.C. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from VanderPol Investments L.L.C. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the VanderPol Investments L.L.C. top holdings by largest position size, as per the latest 13f filing made by VanderPol Investments L.L.C..
In the VanderPol Investments L.L.C.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by VanderPol Investments L.L.C. in that top holding, then the share count change between reporting periods, and finally the VanderPol Investments L.L.C. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| DIMENSIONAL ETF TRUST (DFAC) |
118,562 |
-10,887 |
$3,788 | | DFAC | 118,562 | -10,887 | $3,788 | | SCHWAB STRATEGIC TR |
46,568 |
+6,587 |
$2,890 | | SCHX | 46,568 | +6,587 | $2,890 | | SCHWAB STRATEGIC TR |
51,311 |
+3,577 |
$2,360 | | SCHZ | 51,311 | +3,577 | $2,360 | | DIMENSIONAL ETF TRUST (DFAU) |
62,395 |
+3,506 |
$2,280 | | DFAU | 62,395 | +3,506 | $2,280 | | SCHWAB STRATEGIC TR |
42,147 |
+42,147 |
$2,194 | | SCMB | 42,147 | +42,147 | $2,194 | | ABRDN ETFS (BCD) |
54,195 |
+23,362 |
$1,710 | | BCD | 54,195 | +23,362 | $1,710 | | ISHARES TR (IDEV) |
23,923 |
+339 |
$1,606 | | IDEV | 23,923 | +339 | $1,606 | | VANGUARD MUN BD FDS (VTEB) |
25,514 |
UNCH |
$1,291 | | VTEB | 25,514 | UNCH | $1,291 | | VANGUARD SCOTTSDALE FDS (BNDW) |
18,342 |
+13,868 |
$1,258 | | BNDW | 18,342 | +13,868 | $1,258 | | ISHARES INC (IEMG) |
17,285 |
+4,944 |
$892 | | IEMG | 17,285 | +4,944 | $892 | | VANGUARD CHARLOTTE FDS (BNDX) |
17,654 |
+1,919 |
$868 | | BNDX | 17,654 | +1,919 | $868 | | SELECT SECTOR SPDR TR (XLF) |
18,728 |
-1,612 |
$789 | | XLF | 18,728 | -1,612 | $789 | | SELECT SECTOR SPDR TR (XLV) |
5,187 |
-740 |
$766 | | XLV | 5,187 | -740 | $766 | | STRYKER CORPORATION |
1,945 |
+4 |
$696 | | SYK | 1,945 | +4 | $696 | | MICROSOFT CORP |
1,598 |
-173 |
$672 | | MSFT | 1,598 | -173 | $672 | | DIMENSIONAL ETF TRUST (DFIC) |
24,696 |
-580 |
$661 | | DFIC | 24,696 | -580 | $661 | | SPDR SER TR (HYMB) |
25,688 |
+12,642 |
$660 | | HYMB | 25,688 | +12,642 | $660 | | VANGUARD WORLD FD (EDV) |
8,172 |
+4,058 |
$626 | | EDV | 8,172 | +4,058 | $626 | | DIMENSIONAL ETF TRUST (DFAI) |
18,451 |
-757 |
$558 | | DFAI | 18,451 | -757 | $558 | | DIMENSIONAL ETF TRUST (DFAE) |
21,686 |
-787 |
$536 | | DFAE | 21,686 | -787 | $536 | | APPLE INC |
3,094 |
-298 |
$531 | | AAPL | 3,094 | -298 | $531 | | FLEXSHARES TR (GUNR) |
12,914 |
-3,646 |
$530 | | GUNR | 12,914 | -3,646 | $530 | | META PLATFORMS INC |
998 |
-892 |
$485 | | META | 998 | -892 | $485 | | SALESFORCE INC |
1,452 |
-394 |
$437 | | CRM | 1,452 | -394 | $437 | | AMAZON COM INC |
2,359 |
-1,106 |
$426 | | AMZN | 2,359 | -1,106 | $426 | | NVIDIA CORPORATION |
465 |
+14 |
$420 | | NVDA | 465 | +14 | $420 | | SELECT SECTOR SPDR TR (XLI) |
2,943 |
-477 |
$371 | | XLI | 2,943 | -477 | $371 | | SELECT SECTOR SPDR TR (XLK) |
1,746 |
-1,297 |
$364 | | XLK | 1,746 | -1,297 | $364 | | SELECT SECTOR SPDR TR (XLY) |
1,880 |
-232 |
$346 | | XLY | 1,880 | -232 | $346 | | ADOBE INC |
673 |
+170 |
$340 | | ADBE | 673 | +170 | $340 | | INTEL CORP |
7,285 |
-4,380 |
$322 | | INTC | 7,285 | -4,380 | $322 | | SPDR SER TR (SPHY) |
13,650 |
+910 |
$320 | | SPHY | 13,650 | +910 | $320 | | ISHARES TR (STIP) |
2,956 |
+2,956 |
$294 | | STIP | 2,956 | +2,956 | $294 | | ALPHABET INC |
1,711 |
-1,074 |
$258 | | GOOGL | 1,711 | -1,074 | $258 | | DIMENSIONAL ETF TRUST (DFEM) |
9,750 |
-1,262 |
$249 | | DFEM | 9,750 | -1,262 | $249 | | SELECT SECTOR SPDR TR (XLE) |
2,636 |
-380 |
$249 | | XLE | 2,636 | -380 | $249 | | BROADCOM INC |
185 |
+185 |
$245 | | AVGO | 185 | +185 | $245 | | VISA INC |
867 |
+85 |
$242 | | V | 867 | +85 | $242 | | SELECT SECTOR SPDR TR (XLC) |
2,849 |
-514 |
$233 | | XLC | 2,849 | -514 | $233 | | SCHWAB STRATEGIC TR |
4,572 |
-1,757 |
$220 | | SCHO | 4,572 | -1,757 | $220 | | LINDE PLC |
459 |
+459 |
$213 | | LIN | 459 | +459 | $213 | | TOYOTA MOTOR CORP |
829 |
+829 |
$209 | | TM | 829 | +829 | $209 | | CRH PLC |
2,345 |
+2,345 |
$202 | | CRH | 2,345 | +2,345 | $202 | | MITSUBISHI UFJ FINL GROUP IN |
19,211 |
-5,186 |
$197 | | MUFG | 19,211 | -5,186 | $197 |
See Full List: All Stocks Held By VanderPol Investments L.L.C.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By VanderPol Investments L.L.C.
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