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CIK: 0002015682
Total reported value
$57.5M
$57.5M
45 檔
23.5%
According to the latest 13F quarterly dataset, VanderPol Investments L.L.C. managed an equity portfolio of $57.5M at the end of Q1 2024, spanning 45 distinct U.S. exchange-listed positions.
During Q1 2024, VanderPol Investments L.L.C.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 10.86% | +0.13% | -8.41% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 8.29% | +0.30% | +16.48% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 6.77% | +2.03% | +7.49% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-Other | 6.54% | +0.03% | +5.95% | |
| 5 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 6.29% | -1.12% | EXIT | |
| 6 | BCD | Abrdn Bloomberg All Commodit | ETF-Other | 4.90% | -0.26% | +75.77% | |
| 7 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 4.60% | +0.24% | +1.44% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.70% | — | — | |
| 9 | BNDW | Vanguard Total World Bond Et | ETF-Other | 3.61% | — | +309.97% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.56% | +0.12% | +40.06% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.49% | — | +12.20% | |
| 12 | XLF | Ss Financial Select Sector | ETF-Other | 2.26% | — | -7.93% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 2.20% | — | -12.49% | |
| 14 | SYK | Stryker CORP | Stock-Healthcare | 2.00% | -0.09% | +0.21% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.93% | -0.12% | -9.77% | |
| 16 | DFIC | Dimensional International Co | ETF-Other | 1.89% | — | -2.29% | |
| 17 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 1.89% | -0.56% | EXIT | |
| 18 | EDV | Vanguard Extended Dur Treas | ETF-Other | 1.79% | — | +98.64% | |
| 19 | DFAI | Dimensional International Co | ETF-Other | 1.60% | — | -3.94% | |
| 20 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.54% | -0.02% | -3.50% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.52% | +0.12% | -8.79% | |
| 22 | GUNR | Flexshares Global Upstream N | ETF-Other | 1.52% | — | -22.02% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.39% | -0.23% | -47.20% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 1.25% | — | -21.34% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.22% | +0.05% | -31.92% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.20% | +0.11% | +3.10% | |
| 27 | XLI | Ss Industrial Select Sector | ETF-Other | 1.06% | — | -13.95% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 1.04% | — | -42.62% | |
| 29 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.99% | — | -10.98% | |
| 30 | ADBE | Adobe Inc | Stock-Tech | 0.97% | — | +33.80% | |
| 31 | INTC | Intel CORP | Stock-Tech | 0.92% | — | -37.55% | |
| 32 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.92% | +0.89% | +7.14% | |
| 33 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.84% | -0.08% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.12% | -38.56% | |
| 35 | XLE | Ss Energy Select Sector | ETF-Other | 0.71% | — | -12.60% | |
| 36 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.71% | +0.16% | -11.46% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | -0.02% | — | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | — | +10.87% | |
| 39 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.67% | — | -15.28% | |
| 40 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.63% | +0.20% | -27.76% | |
| 41 | LIN | Linde plc | Stock-Materials | 0.61% | -0.38% | EXIT | |
| 42 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.60% | — | — | |
| 43 | CRH | CRH plc | Stock-Materials | 0.58% | — | — | |
| 44 | MUFG | Mitsubishi Ufj Finl-spon Adr | Stock-Financials | 0.56% | -0.06% | -21.26% | |
| 45 | SAN | Banco Santander Sa-spon Adr | Stock-Financials | 0.21% | — | +0.53% |
According to official SEC Form 13F filings, VanderPol Investments L.L.C. reported a total U.S. public equity portfolio value of $57.5M across 45 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, SCHX, SCHZ) accounted for 23.5% of total reported equity market value during Q1 2024.
During Q1 2024, VanderPol Investments L.L.C.'s top holdings by market value included DFAC (10.9%)、SCHX (8.3%)、SCHZ (6.8%). The largest single position, DFAC, represented 10.9% of total portfolio value.
In Q1 2024, VanderPol Investments L.L.C. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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