VanderPol Investments L.L.C.

Q1 2025 13F Holdings

  • Location
    caledonia, MI
  • Num holdings

    52

  • Value ($000)

    $47,333

  • Date Filed
    05/14/2025
  • Form type
    13F-HR
  • CIK
    0002015682
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$7.72M
16 %

13,800

SCHX
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
$5.61M
12 %

254,150

SCHZ
SCHZ

SCHWAB STRATEGIC TR

US AGGREGATE B
$3.81M
8 %

164,617

---

ABRDN ETFS

BBRG ALL COMMDY
$2.63M
6 %

77,075

SCMB
SCMB

SCHWAB STRATEGIC TR

MUN BD ETF
$2.19M
5 %

86,399

IDEV
IDEV

ISHARES TR

CORE MSCI INTL
$1.92M
4 %

27,917

BNDX
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
$1.74M
4 %

35,742

STIP
STIP

ISHARES TR

0-5 YR TIPS ETF
$1.35M
3 %

13,069

KRE
KRE

SPDR SER TR

PORTFLI HIGH YLD
$1.26M
3 %

53,672

IEMG
IEMG

ISHARES INC

CORE MSCI EMKT
$1.22M
3 %

22,569

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