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VanderPol Investments L.L.C.

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13F filer, CIK 2015682, CALEDONIA, MI

VanderPol Investments L.L.C. reported $45,731,534 across 53 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-23. Its ten largest share positions make up 61.18% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002015682-25-000001

Period
2024-12-31
Reported value
$45.7M
Holdings
53
Top 10 weight
61.18%
New
9
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHXadded+165,295$3.83M
SCHZadded+70,495$1.6M
SCMBadded+38,800$996K
SPHYadded+30,509$716K
IDEVadded+11,065$713K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DFAUreduced-52,984-$2.15M
DFAIexited-23,742-$755K
VTEBreduced-9,893-$496K
SPYreduced-800-$469K
GUNRexited-7,883-$325K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0002015682-25-000001, largest first. % of portfolio is the value over $45,731,534, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 4,200 shares; 2024Q3: 14,700 shares; 2024Q4: 13,900 shares 13,900$8.15M17.81%-800Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 46,568 shares; 2024Q2: 50,915 shares; 2024Q3: 50,610 shares; 2024Q4: 215,905 shares 215,905$5M10.94%+165,295Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 51,311 shares; 2024Q2: 55,300 shares; 2024Q3: 90,516 shares; 2024Q4: 161,011 shares 161,011$3.65M7.99%+70,495Timeline
BCDABRDN ETFSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 54,195 shares; 2024Q2: 53,263 shares; 2024Q3: 63,951 shares; 2024Q4: 68,547 shares 68,547$2.15M4.7%+4,596Timeline
SCMBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 42,147 shares; 2024Q2: 41,596 shares; 2024Q3: 41,382 shares; 2024Q4: 80,182 shares 80,182$2.06M4.5%+38,800Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,654 shares; 2024Q2: 20,063 shares; 2024Q3: 33,201 shares; 2024Q4: 33,729 shares 33,729$1.65M3.62%+528Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,923 shares; 2024Q2: 21,513 shares; 2024Q3: 14,218 shares; 2024Q4: 25,283 shares 25,283$1.63M3.56%+11,065Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,956 shares; 2024Q2: 3,904 shares; 2024Q3: 12,190 shares; 2024Q4: 12,688 shares 12,688$1.28M2.79%+498Timeline
BNDWVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,342 shares; 2024Q2: 17,833 shares; 2024Q3: 17,575 shares; 2024Q4: 18,714 shares 18,714$1.28M2.79%+1,139Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,285 shares; 2024Q2: 16,286 shares; 2024Q3: 18,023 shares; 2024Q4: 21,592 shares 21,592$1.13M2.47%+3,569Timeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,650 shares; 2024Q2: 15,507 shares; 2024Q3: 16,539 shares; 2024Q4: 47,048 shares 47,048$1.1M2.41%+30,509Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 118,562 shares; 2024Q2: 24,371 shares; 2024Q3: 24,387 shares; 2024Q4: 22,702 shares 22,702$785K1.72%-1,685Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,598 shares; 2024Q2: 1,628 shares; 2024Q3: 1,663 shares; 2024Q4: 1,793 shares 1,793$756K1.65%+130Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 62,395 shares; 2024Q2: 67,315 shares; 2024Q3: 71,517 shares; 2024Q4: 18,533 shares 18,533$750K1.64%-52,984Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,094 shares; 2024Q2: 2,848 shares; 2024Q3: 2,785 shares; 2024Q4: 2,990 shares 2,990$749K1.64%+205Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 465 shares; 2024Q2: 5,100 shares; 2024Q3: 5,140 shares; 2024Q4: 5,352 shares 5,352$719K1.57%+212Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,688 shares; 2024Q2: 25,122 shares; 2024Q3: 23,882 shares; 2024Q4: 27,994 shares 27,994$716K1.57%+4,112Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,945 shares; 2024Q2: 1,950 shares; 2024Q3: 1,955 shares; 2024Q4: 1,959 shares 1,959$705K1.54%+4Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,359 shares; 2024Q2: 2,502 shares; 2024Q3: 2,557 shares; 2024Q4: 2,686 shares 2,686$589K1.29%+129Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 998 shares; 2024Q2: 991 shares; 2024Q3: 996 shares; 2024Q4: 1,004 shares 1,004$588K1.29%+8Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,572 shares; 2024Q2: 5,266 shares; 2024Q3: 12,706 shares; 2024Q4: 23,843 shares 23,843$574K1.25%+11,137Timeline
DXUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,486 shares 10,486$554K1.21%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 185 shares; 2024Q2: 198 shares; 2024Q3: 2,050 shares; 2024Q4: 2,199 shares 2,199$510K1.11%+149Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,514 shares; 2024Q2: 25,514 shares; 2024Q3: 18,926 shares; 2024Q4: 9,033 shares 9,033$453K0.99%-9,893Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 4,705 shares; 2024Q3: 4,691 shares; 2024Q4: 4,767 shares 4,767$431K0.94%+76Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,057 shares; 2024Q4: 1,015 shares 1,015$410K0.9%-42Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 867 shares; 2024Q2: 1,223 shares; 2024Q3: 1,261 shares; 2024Q4: 1,258 shares 1,258$398K0.87%-3Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,686 shares; 2024Q2: 22,617 shares; 2024Q3: 24,203 shares; 2024Q4: 15,616 shares 15,616$396K0.87%-8,587Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,452 shares; 2024Q2: 1,024 shares; 2024Q3: 1,122 shares; 2024Q4: 1,169 shares 1,169$391K0.85%+47Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,483 shares 14,483$374K0.82%newTimeline
EDVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,172 shares; 2024Q2: 8,785 shares; 2024Q3: 9,161 shares; 2024Q4: 5,473 shares 5,473$371K0.81%-3,688Timeline
ETHAISHARES ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,353 shares 13,353$338K0.74%newTimeline
TMTOYOTA MOTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 829 shares; 2024Q2: 1,461 shares; 2024Q3: 1,534 shares; 2024Q4: 1,526 shares 1,526$297K0.65%-8Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 517 shares; 2024Q3: 511 shares; 2024Q4: 561 shares 561$295K0.65%+50Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 343 shares; 2024Q3: 356 shares; 2024Q4: 381 shares 381$294K0.64%+25Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 710 shares; 2024Q3: 666 shares; 2024Q4: 721 shares 721$280K0.61%+55Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,263 shares; 2024Q3: 2,183 shares; 2024Q4: 2,514 shares 2,514$270K0.59%+331Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,711 shares; 2024Q2: 1,349 shares; 2024Q3: 1,270 shares; 2024Q4: 1,417 shares 1,417$268K0.59%+147Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 994 shares; 2024Q3: 1,028 shares; 2024Q4: 1,111 shares 1,111$266K0.58%+83Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,065 shares 1,065$258K0.56%newTimeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,588 shares; 2024Q3: 1,511 shares; 2024Q4: 1,734 shares 1,734$251K0.55%+223Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 771 shares; 2024Q4: 833 shares 833$241K0.53%+62Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 459 shares; 2024Q2: 518 shares; 2024Q3: 534 shares; 2024Q4: 562 shares 562$235K0.51%+28Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 673 shares; 2024Q2: 492 shares; 2024Q3: 517 shares; 2024Q4: 519 shares 519$231K0.5%+2Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,811 shares 3,811$226K0.49%newTimeline
MUFGMITSUBISHI UFJ FINANCIAL GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,211 shares; 2024Q2: 19,211 shares; 2024Q3: 19,831 shares; 2024Q4: 19,241 shares 19,241$226K0.49%-590Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,750 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,266 shares 8,266$216K0.47%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 441 shares; 2024Q4: 472 shares 472$214K0.47%+31Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,345 shares; 2024Q2: not reported; 2024Q3: 2,305 shares; 2024Q4: 2,269 shares 2,269$210K0.46%-36Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 912 shares 912$206K0.45%newTimeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,857 shares 3,857$205K0.45%newTimeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 362 shares; 2024Q4: 390 shares 390$203K0.44%+28Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 220 shares 220$202K0.44%newTimeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
DFAIDIMENSIONAL ETF TRUST23,742$755Kshares
GUNRFLEXSHARES TR7,883$325Kshares
REETISHARES TR10,287$275Kshares
UNHUNITEDHEALTH GROUP INC356$208Kshares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002015682-25-000001 base2025-01-23acceptance time not in the bulk data set