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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 $47,594,989 across 55 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-24. Its ten largest share positions make up 57.6% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002015682-25-000003

Period
2025-06-30
Reported value
$47.6M
Holdings
55
Top 10 weight
57.6%
New
7
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHPadded+97,712$2.61M
IBNDnew+38,865$1.27M
BWXnew+53,818$1.26M
SCHXadded+16,336$399K
NFLXnew+206$276K

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
SPYreduced-7,000-$4.32M
BNDXexited-35,742-$1.74M
SCHZreduced-52,370-$1.22M
BNDWexited-17,613-$1.21M
EDVexited-5,069-$360K

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, Q2 2025

Share positions as resolved from 13F-HR 0002015682-25-000003, largest first. % of portfolio is the value over $47,594,989, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 46,568 shares; 2024Q2: 50,915 shares; 2024Q3: 50,610 shares; 2024Q4: 215,905 shares; 2025Q1: 254,150 shares; 2025Q2: 270,486 shares 270,486$6.61M13.89%+16,336Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 4,200 shares; 2024Q3: 14,700 shares; 2024Q4: 13,900 shares; 2025Q1: 13,800 shares; 2025Q2: 6,800 shares 6,800$4.2M8.83%-7,000Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,483 shares; 2025Q1: 28,654 shares; 2025Q2: 126,366 shares 126,366$3.37M7.08%+97,712Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 51,311 shares; 2024Q2: 55,300 shares; 2024Q3: 90,516 shares; 2024Q4: 161,011 shares; 2025Q1: 164,617 shares; 2025Q2: 112,247 shares 112,247$2.61M5.48%-52,370Timeline
BCDABRDN ETFSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 54,195 shares; 2024Q2: 53,263 shares; 2024Q3: 63,951 shares; 2024Q4: 68,547 shares; 2025Q1: 77,075 shares; 2025Q2: 75,137 shares 75,137$2.49M5.23%-1,938Timeline
SCMBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 42,147 shares; 2024Q2: 41,596 shares; 2024Q3: 41,382 shares; 2024Q4: 80,182 shares; 2025Q1: 86,399 shares; 2025Q2: 83,785 shares 83,785$2.11M4.43%-2,614Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,923 shares; 2024Q2: 21,513 shares; 2024Q3: 14,218 shares; 2024Q4: 25,283 shares; 2025Q1: 27,917 shares; 2025Q2: 25,567 shares 25,567$1.94M4.08%-2,350Timeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,650 shares; 2024Q2: 15,507 shares; 2024Q3: 16,539 shares; 2024Q4: 47,048 shares; 2025Q1: 53,672 shares; 2025Q2: 58,591 shares 58,591$1.39M2.93%+4,919Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,956 shares; 2024Q2: 3,904 shares; 2024Q3: 12,190 shares; 2024Q4: 12,688 shares; 2025Q1: 13,069 shares; 2025Q2: 13,414 shares 13,414$1.38M2.9%+345Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,285 shares; 2024Q2: 16,286 shares; 2024Q3: 18,023 shares; 2024Q4: 21,592 shares; 2025Q1: 22,569 shares; 2025Q2: 21,674 shares 21,674$1.3M2.73%-895Timeline
IBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,865 shares 38,865$1.27M2.66%newTimeline
BWXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,818 shares 53,818$1.26M2.66%newTimeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,688 shares; 2024Q2: 25,122 shares; 2024Q3: 23,882 shares; 2024Q4: 27,994 shares; 2025Q1: 42,020 shares; 2025Q2: 44,051 shares 44,051$1.09M2.29%+2,031Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 465 shares; 2024Q2: 5,100 shares; 2024Q3: 5,140 shares; 2024Q4: 5,352 shares; 2025Q1: 4,934 shares; 2025Q2: 5,653 shares 5,653$893K1.88%+719Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,598 shares; 2024Q2: 1,628 shares; 2024Q3: 1,663 shares; 2024Q4: 1,793 shares; 2025Q1: 1,797 shares; 2025Q2: 1,746 shares 1,746$868K1.82%-51Timeline
DXUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,486 shares; 2025Q1: 12,499 shares; 2025Q2: 15,940 shares 15,940$864K1.82%+3,441Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 118,562 shares; 2024Q2: 24,371 shares; 2024Q3: 24,387 shares; 2024Q4: 22,702 shares; 2025Q1: 25,638 shares; 2025Q2: 23,685 shares 23,685$849K1.78%-1,953Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,945 shares; 2024Q2: 1,950 shares; 2024Q3: 1,955 shares; 2024Q4: 1,959 shares; 2025Q1: 1,963 shares; 2025Q2: 1,971 shares 1,971$780K1.64%+8Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 998 shares; 2024Q2: 991 shares; 2024Q3: 996 shares; 2024Q4: 1,004 shares; 2025Q1: 964 shares; 2025Q2: 951 shares 951$702K1.47%-13Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 62,395 shares; 2024Q2: 67,315 shares; 2024Q3: 71,517 shares; 2024Q4: 18,533 shares; 2025Q1: 17,628 shares; 2025Q2: 14,516 shares 14,516$615K1.29%-3,112Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,094 shares; 2024Q2: 2,848 shares; 2024Q3: 2,785 shares; 2024Q4: 2,990 shares; 2025Q1: 2,996 shares; 2025Q2: 2,990 shares 2,990$613K1.29%-6Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,572 shares; 2024Q2: 5,266 shares; 2024Q3: 12,706 shares; 2024Q4: 23,843 shares; 2025Q1: 24,342 shares; 2025Q2: 24,180 shares 24,180$590K1.24%-162Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,359 shares; 2024Q2: 2,502 shares; 2024Q3: 2,557 shares; 2024Q4: 2,686 shares; 2025Q1: 2,566 shares; 2025Q2: 2,648 shares 2,648$581K1.22%+82Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 185 shares; 2024Q2: 198 shares; 2024Q3: 2,050 shares; 2024Q4: 2,199 shares; 2025Q1: 2,185 shares; 2025Q2: 2,071 shares 2,071$571K1.2%-114Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 4,705 shares; 2024Q3: 4,691 shares; 2024Q4: 4,767 shares; 2025Q1: 4,791 shares; 2025Q2: 4,737 shares 4,737$463K0.97%-54Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 867 shares; 2024Q2: 1,223 shares; 2024Q3: 1,261 shares; 2024Q4: 1,258 shares; 2025Q1: 1,255 shares; 2025Q2: 1,217 shares 1,217$432K0.91%-38Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,686 shares; 2024Q2: 22,617 shares; 2024Q3: 24,203 shares; 2024Q4: 15,616 shares; 2025Q1: 15,277 shares; 2025Q2: 12,667 shares 12,667$367K0.77%-2,610Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,057 shares; 2024Q4: 1,015 shares; 2025Q1: 1,015 shares; 2025Q2: 1,047 shares 1,047$333K0.7%+32Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,065 shares; 2025Q1: 1,065 shares; 2025Q2: 1,065 shares 1,065$325K0.68%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,452 shares; 2024Q2: 1,024 shares; 2024Q3: 1,122 shares; 2024Q4: 1,169 shares; 2025Q1: 1,188 shares; 2025Q2: 1,158 shares 1,158$316K0.66%-30Timeline
ETHAISHARES ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,353 shares; 2025Q1: 16,248 shares; 2025Q2: 16,554 shares 16,554$316K0.66%+306Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 994 shares; 2024Q3: 1,028 shares; 2024Q4: 1,111 shares; 2025Q1: 1,121 shares; 2025Q2: 1,079 shares 1,079$313K0.66%-42Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,514 shares; 2024Q2: 25,514 shares; 2024Q3: 18,926 shares; 2024Q4: 9,033 shares; 2025Q1: 9,033 shares; 2025Q2: 6,232 shares 6,232$306K0.64%-2,801Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 517 shares; 2024Q3: 511 shares; 2024Q4: 561 shares; 2025Q1: 564 shares; 2025Q2: 542 shares 542$305K0.64%-22Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,750 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,266 shares; 2025Q1: 10,172 shares; 2025Q2: 10,167 shares 10,167$302K0.63%-5Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 343 shares; 2024Q3: 356 shares; 2024Q4: 381 shares; 2025Q1: 382 shares; 2025Q2: 373 shares 373$291K0.61%-9Timeline
DXIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,756 shares; 2025Q2: 4,925 shares 4,925$286K0.6%+169Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 206 shares 206$276K0.58%newTimeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 2,263 shares; 2024Q3: 2,183 shares; 2024Q4: 2,514 shares; 2025Q1: 2,604 shares; 2025Q2: 2,527 shares 2,527$272K0.57%-77Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,811 shares; 2025Q1: 4,004 shares; 2025Q2: 3,836 shares 3,836$266K0.56%-168Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,428 shares; 2025Q2: 9,891 shares 9,891$265K0.56%+463Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 459 shares; 2024Q2: 518 shares; 2024Q3: 534 shares; 2024Q4: 562 shares; 2025Q1: 573 shares; 2025Q2: 554 shares 554$260K0.55%-19Timeline
TMTOYOTA MOTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 829 shares; 2024Q2: 1,461 shares; 2024Q3: 1,534 shares; 2024Q4: 1,526 shares; 2025Q1: 1,504 shares; 2025Q2: 1,502 shares 1,502$259K0.54%-2Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 710 shares; 2024Q3: 666 shares; 2024Q4: 721 shares; 2025Q1: 730 shares; 2025Q2: 704 shares 704$258K0.54%-26Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,588 shares; 2024Q3: 1,511 shares; 2024Q4: 1,734 shares; 2025Q1: 1,803 shares; 2025Q2: 1,768 shares 1,768$253K0.53%-35Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,672 shares; 2025Q2: 1,620 shares 1,620$237K0.5%-52Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 771 shares; 2024Q4: 833 shares; 2025Q1: 833 shares; 2025Q2: 796 shares 796$233K0.49%-37Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,711 shares; 2024Q2: 1,349 shares; 2024Q3: 1,270 shares; 2024Q4: 1,417 shares; 2025Q1: 1,345 shares; 2025Q2: 1,302 shares 1,302$229K0.48%-43Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 441 shares; 2024Q4: 472 shares; 2025Q1: 468 shares; 2025Q2: 470 shares 470$228K0.48%+2Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,857 shares; 2025Q1: not reported; 2025Q2: 3,549 shares 3,549$217K0.46%newTimeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 673 shares; 2024Q2: 492 shares; 2024Q3: 517 shares; 2024Q4: 519 shares; 2025Q1: 546 shares; 2025Q2: 543 shares 543$210K0.44%-3Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 912 shares; 2025Q1: not reported; 2025Q2: 896 shares 896$209K0.44%newTimeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24,696 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,706 shares 6,706$208K0.44%newTimeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 788 shares 788$203K0.43%newTimeline
MUFGMITSUBISHI UFJ FINANCIAL GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,211 shares; 2024Q2: 19,211 shares; 2024Q3: 19,831 shares; 2024Q4: 19,241 shares; 2025Q1: 15,995 shares; 2025Q2: 14,467 shares 14,467$198K0.42%-1,528Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
BNDXVANGUARD CHARLOTTE FDS35,742$1.74Mshares
BNDWVANGUARD SCOTTSDALE FDS17,613$1.21Mshares
EDVVANGUARD WORLD FD5,069$360Kshares
TMOTHERMO FISHER SCIENTIFIC INC410$204Kshares

How Q2 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 0002015682-25-000003 base2025-07-24acceptance time not in the bulk data set