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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 $47,332,799 across 52 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 62.24% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002015682-25-000002

Period
2025-03-31
Reported value
$47.3M
Holdings
52
Top 10 weight
62.24%
New
3
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHXadded+38,245$844K
SCHPadded+14,171$381K
HYMBadded+14,026$354K
BCDadded+8,528$291K
DFGRnew+9,428$248K

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
CRHexited-2,269-$210K
HONexited-912-$206K
IBITexited-3,857-$205K
COSTexited-220-$202K
BNDWreduced-1,101-$75.8K

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, Q1 2025

Share positions as resolved from 13F-HR 0002015682-25-000002, largest first. % of portfolio is the value over $47,332,799, 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 4,200 shares; 2024Q3: 14,700 shares; 2024Q4: 13,900 shares; 2025Q1: 13,800 shares 13,800$7.72M16.31%-100Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 46,568 shares; 2024Q2: 50,915 shares; 2024Q3: 50,610 shares; 2024Q4: 215,905 shares; 2025Q1: 254,150 shares 254,150$5.61M11.86%+38,245Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 51,311 shares; 2024Q2: 55,300 shares; 2024Q3: 90,516 shares; 2024Q4: 161,011 shares; 2025Q1: 164,617 shares 164,617$3.81M8.05%+3,606Timeline
BCDABRDN ETFSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 54,195 shares; 2024Q2: 53,263 shares; 2024Q3: 63,951 shares; 2024Q4: 68,547 shares; 2025Q1: 77,075 shares 77,075$2.63M5.56%+8,528Timeline
SCMBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 42,147 shares; 2024Q2: 41,596 shares; 2024Q3: 41,382 shares; 2024Q4: 80,182 shares; 2025Q1: 86,399 shares 86,399$2.19M4.63%+6,217Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,923 shares; 2024Q2: 21,513 shares; 2024Q3: 14,218 shares; 2024Q4: 25,283 shares; 2025Q1: 27,917 shares 27,917$1.92M4.06%+2,634Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,654 shares; 2024Q2: 20,063 shares; 2024Q3: 33,201 shares; 2024Q4: 33,729 shares; 2025Q1: 35,742 shares 35,742$1.74M3.69%+2,013Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,956 shares; 2024Q2: 3,904 shares; 2024Q3: 12,190 shares; 2024Q4: 12,688 shares; 2025Q1: 13,069 shares 13,069$1.35M2.86%+381Timeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,650 shares; 2024Q2: 15,507 shares; 2024Q3: 16,539 shares; 2024Q4: 47,048 shares; 2025Q1: 53,672 shares 53,672$1.26M2.66%+6,624Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,285 shares; 2024Q2: 16,286 shares; 2024Q3: 18,023 shares; 2024Q4: 21,592 shares; 2025Q1: 22,569 shares 22,569$1.22M2.57%+977Timeline
BNDWVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,342 shares; 2024Q2: 17,833 shares; 2024Q3: 17,575 shares; 2024Q4: 18,714 shares; 2025Q1: 17,613 shares 17,613$1.21M2.56%-1,101Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,688 shares; 2024Q2: 25,122 shares; 2024Q3: 23,882 shares; 2024Q4: 27,994 shares; 2025Q1: 42,020 shares 42,020$1.06M2.24%+14,026Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 118,562 shares; 2024Q2: 24,371 shares; 2024Q3: 24,387 shares; 2024Q4: 22,702 shares; 2025Q1: 25,638 shares 25,638$846K1.79%+2,936Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,483 shares; 2025Q1: 28,654 shares 28,654$770K1.63%+14,171Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,945 shares; 2024Q2: 1,950 shares; 2024Q3: 1,955 shares; 2024Q4: 1,959 shares; 2025Q1: 1,963 shares 1,963$731K1.54%+4Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 62,395 shares; 2024Q2: 67,315 shares; 2024Q3: 71,517 shares; 2024Q4: 18,533 shares; 2025Q1: 17,628 shares 17,628$678K1.43%-905Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,598 shares; 2024Q2: 1,628 shares; 2024Q3: 1,663 shares; 2024Q4: 1,793 shares; 2025Q1: 1,797 shares 1,797$675K1.43%+4Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,094 shares; 2024Q2: 2,848 shares; 2024Q3: 2,785 shares; 2024Q4: 2,990 shares; 2025Q1: 2,996 shares 2,996$666K1.41%+6Timeline
DXUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,486 shares; 2025Q1: 12,499 shares 12,499$628K1.33%+2,013Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,572 shares; 2024Q2: 5,266 shares; 2024Q3: 12,706 shares; 2024Q4: 23,843 shares; 2025Q1: 24,342 shares 24,342$592K1.25%+499Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 998 shares; 2024Q2: 991 shares; 2024Q3: 996 shares; 2024Q4: 1,004 shares; 2025Q1: 964 shares 964$556K1.17%-40Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 465 shares; 2024Q2: 5,100 shares; 2024Q3: 5,140 shares; 2024Q4: 5,352 shares; 2025Q1: 4,934 shares 4,934$535K1.13%-418Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,359 shares; 2024Q2: 2,502 shares; 2024Q3: 2,557 shares; 2024Q4: 2,686 shares; 2025Q1: 2,566 shares 2,566$488K1.03%-120Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,514 shares; 2024Q2: 25,514 shares; 2024Q3: 18,926 shares; 2024Q4: 9,033 shares; 2025Q1: 9,033 shares 9,033$448K0.95%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 867 shares; 2024Q2: 1,223 shares; 2024Q3: 1,261 shares; 2024Q4: 1,258 shares; 2025Q1: 1,255 shares 1,255$440K0.93%-3Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 4,705 shares; 2024Q3: 4,691 shares; 2024Q4: 4,767 shares; 2025Q1: 4,791 shares 4,791$421K0.89%+24Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,686 shares; 2024Q2: 22,617 shares; 2024Q3: 24,203 shares; 2024Q4: 15,616 shares; 2025Q1: 15,277 shares 15,277$396K0.84%-339Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 185 shares; 2024Q2: 198 shares; 2024Q3: 2,050 shares; 2024Q4: 2,199 shares; 2025Q1: 2,185 shares 2,185$366K0.77%-14Timeline
EDVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,172 shares; 2024Q2: 8,785 shares; 2024Q3: 9,161 shares; 2024Q4: 5,473 shares; 2025Q1: 5,069 shares 5,069$360K0.76%-404Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,452 shares; 2024Q2: 1,024 shares; 2024Q3: 1,122 shares; 2024Q4: 1,169 shares; 2025Q1: 1,188 shares 1,188$319K0.67%+19Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 343 shares; 2024Q3: 356 shares; 2024Q4: 381 shares; 2025Q1: 382 shares 382$315K0.67%+1Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,263 shares; 2024Q3: 2,183 shares; 2024Q4: 2,514 shares; 2025Q1: 2,604 shares 2,604$310K0.65%+90Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 517 shares; 2024Q3: 511 shares; 2024Q4: 561 shares; 2025Q1: 564 shares 564$309K0.65%+3Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,065 shares; 2025Q1: 1,065 shares 1,065$307K0.65%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,588 shares; 2024Q3: 1,511 shares; 2024Q4: 1,734 shares; 2025Q1: 1,803 shares 1,803$302K0.64%+69Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 994 shares; 2024Q3: 1,028 shares; 2024Q4: 1,111 shares; 2025Q1: 1,121 shares 1,121$275K0.58%+10Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,750 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,266 shares; 2025Q1: 10,172 shares 10,172$269K0.57%+1,906Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 710 shares; 2024Q3: 666 shares; 2024Q4: 721 shares; 2025Q1: 730 shares 730$268K0.57%+9Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 459 shares; 2024Q2: 518 shares; 2024Q3: 534 shares; 2024Q4: 562 shares; 2025Q1: 573 shares 573$267K0.56%+11Timeline
TMTOYOTA MOTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 829 shares; 2024Q2: 1,461 shares; 2024Q3: 1,534 shares; 2024Q4: 1,526 shares; 2025Q1: 1,504 shares 1,504$266K0.56%-22Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,057 shares; 2024Q4: 1,015 shares; 2025Q1: 1,015 shares 1,015$263K0.56%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 771 shares; 2024Q4: 833 shares; 2025Q1: 833 shares 833$260K0.55%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 441 shares; 2024Q4: 472 shares; 2025Q1: 468 shares 468$249K0.53%-4Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,428 shares 9,428$248K0.52%newTimeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,811 shares; 2025Q1: 4,004 shares 4,004$247K0.52%+193Timeline
DXIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,756 shares 4,756$247K0.52%newTimeline
ETHAISHARES ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,353 shares; 2025Q1: 16,248 shares 16,248$225K0.47%+2,895Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,672 shares 1,672$221K0.47%newTimeline
MUFGMITSUBISHI UFJ FINANCIAL GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,211 shares; 2024Q2: 19,211 shares; 2024Q3: 19,831 shares; 2024Q4: 19,241 shares; 2025Q1: 15,995 shares 15,995$218K0.46%-3,246Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 673 shares; 2024Q2: 492 shares; 2024Q3: 517 shares; 2024Q4: 519 shares; 2025Q1: 546 shares 546$209K0.44%+27Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,711 shares; 2024Q2: 1,349 shares; 2024Q3: 1,270 shares; 2024Q4: 1,417 shares; 2025Q1: 1,345 shares 1,345$208K0.44%-72Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 362 shares; 2024Q4: 390 shares; 2025Q1: 410 shares 410$204K0.43%+20Timeline

Sold out in Q1 2025

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

SecurityShares beforeValue beforeType
CRHCRH PLC2,269$210Kshares
HONHONEYWELL INTL INC912$206Kshares
IBITISHARES BITCOIN TRUST ETF3,857$205Kshares
COSTCOSTCO WHOLESALE CORPORATION220$202Kshares

How Q1 2025 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 0002015682-25-000002 base2025-05-14acceptance time not in the bulk data set