Sponsored

The Analysis of VanderPol Investments L.L.C.'s Holdings & P&L

Currently, VanderPol Investments L.L.C. holds 56 types of securities in its portfolio with a total value $52.4M. In the most recent quarter, they have increased their positions in SCHZ (+51.2K shares, valued at $1.2M), SPHY (+22.1K shares, valued at $524.2K), DXUV (+5.6K shares, valued at $334.7K); decreased their positions in SPY (-1.7K shares, valued at $1.2M), IBND (-3.7K shares, valued at $119.3K), SCHP (-4.3K shares, valued at $113.2K); initiated new positions in N/A (+14.8K shares, valued at $241.9K), VGT (+290 shares, valued at $218.6K), WFC (+2.3K shares, valued at $213.9K).

1M P&L

+1.3M+2.50%

3M P&L

+126.4K+0.24%

HY P&L

+1.6M+3.21%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A38.8M

77.8%

2Semiconductors1.2M

2.4%

3Banks - Diversified1.1M

2.1%

Top Industries by Stock Count

1N/A23 stocks

46.9%

2Banks - Diversified4 stocks

8.2%

3Drug Manufacturers - General2 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB U.S. LARGE-CAP ETF291.8K shares1.51%2025-12-312026-02-04

SPY STATE STR SPDR S&P 500 ETF TR TR UNIT6.5K shares-20.73%2025-12-312026-02-04

SCHZ SCHWAB US AGGREGATE BOND ETF182.0K shares39.12%2025-12-312026-02-04

SCHP SCHWAB US TIPS ETF130.0K shares-3.18%2025-12-312026-02-04

IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF28.3K shares4.37%2025-12-312026-02-04

BCD ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF74.3K shares6.08%2025-12-312026-02-04

SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF94.6K shares30.54%2025-12-312026-02-04

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF26.0K shares4.98%2025-12-312026-02-04

Sponsored

STIP ISHARES 0-5 YEAR TIPS BOND ETF14.4K shares-2.41%2025-12-312026-02-04

DXUV DIMENSIONAL US VECTOR EQUITY ETF22.4K shares33.37%2025-12-312026-02-04

BWX SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF59.3K shares12.86%2025-12-312026-02-04

IBND SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF40.8K shares-8.34%2025-12-312026-02-04

NVDA NVIDIA CORPORATION COM6.4K shares5.26%2025-12-312026-02-04

AAPL APPLE INC COM3.7K shares3.22%2025-12-312026-02-04

MSFT MICROSOFT CORP COM1.9K shares0.32%2025-12-312026-02-04

SCHO SCHWAB SHORT-TERM US TREASURY ETF30.9K shares18.47%2025-12-312026-02-04

Sponsored

SYK STRYKER CORPORATION COM2.1K shares1.36%2025-12-312026-02-04

BROADCOM INC COM BROADCOM INC COM2.1K shares0.24%2025-12-312026-02-04

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF17.1K shares10.70%2025-12-312026-02-04

AMZN AMAZON COM INC COM2.8K shares1.35%2025-12-312026-02-04

DFAU DIMENSIONAL US CORE EQUITY MARKET ETF13.2K shares1.36%2025-12-312026-02-04

META META PLATFORMS INC CL A890 shares-8.81%2025-12-312026-02-04

TSLA TESLA INC COM1.1K shares1.87%2025-12-312026-02-04

WMT WALMART INC COM4.4K shares-7.51%2025-12-312026-02-04

Sponsored

DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF17.8K shares39.28%2025-12-312026-02-04

DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF13.8K shares25.67%2025-12-312026-02-04

DXIV DIMENSIONAL INTERNATIONAL VECTOR EQUITY ETF6.9K shares24.61%2025-12-312026-02-04

V VISA INC COM CL A1.2K shares0.65%2025-12-312026-02-04

LLY ELI LILLY & CO COM400 shares-0.74%2025-12-312026-02-04

JPM JPMORGAN CHASE & CO. COM1.3K shares2.26%2025-12-312026-02-04

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A1.2K shares2.23%2025-12-312026-02-04

XOM EXXON MOBIL CORP COM3.0K shares5.27%2025-12-312026-02-04

Sponsored

MA MASTERCARD INCORPORATED CL A591 shares0.85%2025-12-312026-02-04

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW670 shares0.00%2025-12-312026-02-04

DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF10.3K shares-3.93%2025-12-312026-02-04

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C1.0K shares0.00%2025-12-312026-02-04

GRAYSCALE BITCOIN MINI TRUST ETF GRAYSCALE BITCOIN MINI TRUST ETF7.8K shares4.37%2025-12-312026-02-04

TPLC TIMOTHY PLAN US LARGE/MID CAP CORE ETF6.6K shares1.32%2025-12-312026-02-04

RTX RTX CORPORATION COM1.5K shares-1.56%2025-12-312026-02-04

GE AEROSPACE COM NEW GE AEROSPACE COM NEW851 shares2.90%2025-12-312026-02-04

Sponsored

HD HOME DEPOT INC COM745 shares-4.61%2025-12-312026-02-04

BAC BANK AMERICA CORP COM4.6K shares0.13%2025-12-312026-02-04

TM TOYOTA MOTOR CORP ADS1.2K shares-6.63%2025-12-312026-02-04

CVX CHEVRON CORP NEW COM1.6K shares-1.98%2025-12-312026-02-04

NFLX NETFLIX INC. COM2.6K shares926.17%2025-12-312026-02-04

BITWISE SOLANA STAKING ETF BITWISE SOLANA STAKING ETF14.8K sharesnew addition2025-12-312026-02-04

ETH GRAYSCALE ETHEREUM STAKING MINI ETF8.5K shares-1.15%2025-12-312026-02-04

CRM SALESFORCE INC COM899 shares-5.86%2025-12-312026-02-04

Sponsored

CSCO CISCO SYS INC COM3.0K shares-13.81%2025-12-312026-02-04

VGT VANGUARD INFORMATION TECHNOLOGY ETF290 sharesnew addition2025-12-312026-02-04

WFC WELLS FARGO & CO COM2.3K sharesnew addition2025-12-312026-02-04

MCD MCDONALDS CORP COM694 shares-4.93%2025-12-312026-02-04

TMO THERMO FISHER SCIENTIFIC INC COM364 shares-11.86%2025-12-312026-02-04

EDV VANGUARD EXTENDED DURATION TREASURY ETF3.2K shares8.08%2025-12-312026-02-04

JNJ JOHNSON & JOHNSON COM990 sharesnew addition2025-12-312026-02-04

MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS11.9K shares-21.22%2025-12-312026-02-04

Sponsored

SCHX

SCHWAB U.S. LARGE-CAP ETF

1.51%

Shares291.8K

Event2025-12-31

Filed2026-02-04

SPY

STATE STR SPDR S&P 500 ETF TR TR UNIT

-20.73%

Shares6.5K

Event2025-12-31

Filed2026-02-04

SCHZ

SCHWAB US AGGREGATE BOND ETF

39.12%

Shares182.0K

Event2025-12-31

Filed2026-02-04

SCHP

SCHWAB US TIPS ETF

-3.18%

Shares130.0K

Event2025-12-31

Filed2026-02-04

IDEV

ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF

4.37%

Shares28.3K

Event2025-12-31

Filed2026-02-04

BCD

ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF

6.08%

Shares74.3K

Event2025-12-31

Filed2026-02-04

SPHY

STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF

30.54%

Shares94.6K

Event2025-12-31

Filed2026-02-04

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

4.98%

Shares26.0K

Event2025-12-31

Filed2026-02-04

STIP

ISHARES 0-5 YEAR TIPS BOND ETF

-2.41%

Shares14.4K

Event2025-12-31

Filed2026-02-04

DXUV

DIMENSIONAL US VECTOR EQUITY ETF

33.37%

Shares22.4K

Event2025-12-31

Filed2026-02-04

BWX

SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF

12.86%

Shares59.3K

Event2025-12-31

Filed2026-02-04

IBND

SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF

-8.34%

Shares40.8K

Event2025-12-31

Filed2026-02-04

NVDA

NVIDIA CORPORATION COM

5.26%

Shares6.4K

Event2025-12-31

Filed2026-02-04

AAPL

APPLE INC COM

3.22%

Shares3.7K

Event2025-12-31

Filed2026-02-04

MSFT

MICROSOFT CORP COM

0.32%

Shares1.9K

Event2025-12-31

Filed2026-02-04

SCHO

SCHWAB SHORT-TERM US TREASURY ETF

18.47%

Shares30.9K

Event2025-12-31

Filed2026-02-04

SYK

STRYKER CORPORATION COM

1.36%

Shares2.1K

Event2025-12-31

Filed2026-02-04

BROADCOM INC COM

0.24%

Shares2.1K

Event2025-12-31

Filed2026-02-04

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

10.70%

Shares17.1K

Event2025-12-31

Filed2026-02-04

AMZN

AMAZON COM INC COM

1.35%

Shares2.8K

Event2025-12-31

Filed2026-02-04

DFAU

DIMENSIONAL US CORE EQUITY MARKET ETF

1.36%

Shares13.2K

Event2025-12-31

Filed2026-02-04

META

META PLATFORMS INC CL A

-8.81%

Shares890

Event2025-12-31

Filed2026-02-04

TSLA

TESLA INC COM

1.87%

Shares1.1K

Event2025-12-31

Filed2026-02-04

WMT

WALMART INC COM

-7.51%

Shares4.4K

Event2025-12-31

Filed2026-02-04

DFGR

DIMENSIONAL GLOBAL REAL ESTATE ETF

39.28%

Shares17.8K

Event2025-12-31

Filed2026-02-04

DFEM

DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF

25.67%

Shares13.8K

Event2025-12-31

Filed2026-02-04

DXIV

DIMENSIONAL INTERNATIONAL VECTOR EQUITY ETF

24.61%

Shares6.9K

Event2025-12-31

Filed2026-02-04

VISA INC COM CL A

0.65%

Shares1.2K

Event2025-12-31

Filed2026-02-04

LLY

ELI LILLY & CO COM

-0.74%

Shares400

Event2025-12-31

Filed2026-02-04

JPM

JPMORGAN CHASE & CO. COM

2.26%

Shares1.3K

Event2025-12-31

Filed2026-02-04

ALPHABET INC CAP STK CL A

2.23%

Shares1.2K

Event2025-12-31

Filed2026-02-04

XOM

EXXON MOBIL CORP COM

5.27%

Shares3.0K

Event2025-12-31

Filed2026-02-04

MASTERCARD INCORPORATED CL A

0.85%

Shares591

Event2025-12-31

Filed2026-02-04

BERKSHIRE HATHAWAY INC DEL CL B NEW

0.00%

Shares670

Event2025-12-31

Filed2026-02-04

DFAE

DIMENSIONAL EMERGING CORE EQUITY MARKET ETF

-3.93%

Shares10.3K

Event2025-12-31

Filed2026-02-04

ALPHABET INC CAP STK CL C

0.00%

Shares1.0K

Event2025-12-31

Filed2026-02-04

GRAYSCALE BITCOIN MINI TRUST ETF

4.37%

Shares7.8K

Event2025-12-31

Filed2026-02-04

TPLC

TIMOTHY PLAN US LARGE/MID CAP CORE ETF

1.32%

Shares6.6K

Event2025-12-31

Filed2026-02-04

RTX

RTX CORPORATION COM

-1.56%

Shares1.5K

Event2025-12-31

Filed2026-02-04

GE AEROSPACE COM NEW

2.90%

Shares851

Event2025-12-31

Filed2026-02-04

HOME DEPOT INC COM

-4.61%

Shares745

Event2025-12-31

Filed2026-02-04

BAC

BANK AMERICA CORP COM

0.13%

Shares4.6K

Event2025-12-31

Filed2026-02-04

TOYOTA MOTOR CORP ADS

-6.63%

Shares1.2K

Event2025-12-31

Filed2026-02-04

CVX

CHEVRON CORP NEW COM

-1.98%

Shares1.6K

Event2025-12-31

Filed2026-02-04

NFLX

NETFLIX INC. COM

926.17%

Shares2.6K

Event2025-12-31

Filed2026-02-04

BITWISE SOLANA STAKING ETF

New

Shares14.8K

Event2025-12-31

Filed2026-02-04

ETH

GRAYSCALE ETHEREUM STAKING MINI ETF

-1.15%

Shares8.5K

Event2025-12-31

Filed2026-02-04

CRM

SALESFORCE INC COM

-5.86%

Shares899

Event2025-12-31

Filed2026-02-04

CSCO

CISCO SYS INC COM

-13.81%

Shares3.0K

Event2025-12-31

Filed2026-02-04

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

New

Shares290

Event2025-12-31

Filed2026-02-04

WFC

WELLS FARGO & CO COM

New

Shares2.3K

Event2025-12-31

Filed2026-02-04

MCD

MCDONALDS CORP COM

-4.93%

Shares694

Event2025-12-31

Filed2026-02-04

TMO

THERMO FISHER SCIENTIFIC INC COM

-11.86%

Shares364

Event2025-12-31

Filed2026-02-04

EDV

VANGUARD EXTENDED DURATION TREASURY ETF

8.08%

Shares3.2K

Event2025-12-31

Filed2026-02-04

JNJ

JOHNSON & JOHNSON COM

New

Shares990

Event2025-12-31

Filed2026-02-04

MUFG

MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS

-21.22%

Shares11.9K

Event2025-12-31

Filed2026-02-04

Call Option Holdings

SPY Call CallSTATE STR SPDR S&P 500 ETF TR TR UNIT2.4K shares0.00%2025-12-312026-02-04

SPY Call

STATE STR SPDR S&P 500 ETF TR TR UNIT

0.00%

Shares2.4K

Event2025-12-31

Filed2026-02-04

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF TR TR UNIT6.5K shares-20.73%2025-12-312026-02-04

SPY Put

STATE STR SPDR S&P 500 ETF TR TR UNIT

-20.73%

Shares6.5K

Event2025-12-31

Filed2026-02-04