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Entity | Shares/Amount Change | Position Value Change |
SCMB |
+42,147 | +$2,194 | STIP |
+2,956 | +$294 | AVGO |
+185 | +$245 | LIN |
+459 | +$213 | TM |
+829 | +$209 | CRH |
+2,345 | +$202 |
Entity | Shares/Amount Change | Position Value Change |
MUB |
-2,936 | -$318 | RACE |
-593 | -$201 | SMFG |
-13,342 | -$129 | TEF |
-22,711 | -$89 |
Entity | Shares/Amount Change | Position Value Change |
BCD |
+23,362 | +$767 | BNDW |
+13,868 | +$948 | HYMB |
+12,642 | +$330 | SCHX |
+6,587 | +$635 | IEMG |
+4,944 | +$268 | EDV |
+4,058 | +$293 | SCHZ |
+3,577 | +$135 | DFAU |
+3,506 | +$322 | BNDX |
+1,919 | +$91 | SPHY |
+910 | +$22 |
Entity | Shares/Amount Change | Position Value Change |
DFAC |
-10,887 | +$4 | MUFG |
-5,186 | -$13 | INTC |
-4,380 | -$264 | GUNR |
-3,646 | -$148 | SCHO |
-1,757 | -$87 | XLF |
-1,612 | +$24 | XLK |
-1,297 | -$222 | DFEM |
-1,262 | -$26 | AMZN |
-1,106 | -$100 |
Size ($ in 1000's)
At 03/31/2024: $34,879 At 12/31/2023: $29,354
VanderPol Investments L.L.C. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from VanderPol Investments L.L.C. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by VanderPol Investments L.L.C. to be as follows, presented in the
table below with each row detailing each VanderPol Investments L.L.C. position, ordered by largest to smallest position size.
The all-stocks-held-by-VanderPol Investments L.L.C. table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by VanderPol Investments L.L.C. as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ 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 | BANCO SANTANDER S.A. |
15,414 |
+82 |
$75 | SAN | 15,414 | +82 | $75 | ISHARES TR |
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$0 (exited) | MUB | 0 | -2,936 | $0 | FERRARI N V |
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$0 (exited) | RACE | 0 | -593 | $0 | SUMITOMO MITSUI FINL GROUP I |
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$0 (exited) | SMFG | 0 | -13,342 | $0 | TELEFONICA S A |
0 |
-22,711 |
$0 (exited) | TEF | 0 | -22,711 | $0 |
See Summary: VanderPol Investments L.L.C. Top Holdings
See Details: Top 10 Stocks Held By VanderPol Investments L.L.C.
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