Managers / Q1 2025 · view latest →
VanderPol Investments L.L.C.
CIK 0002015682 · 1723 68TH ST. SE, SUITE B, CALEDONIA, MI, 49316 · 6167232637
Summary
Vanderpol Investments L.L.C. reported $47M in U.S.-listed holdings across 52 positions for Q1 2025.
The portfolio is heavily concentrated: SCHX alone accounts for 27.4% of reported value.
Compared with Q4 2024, the fund opened 3 new positions and exited 4.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- ETP · 79.7% · $38M
- Common Stock · 19.2% · $9M
- ADR · 1.0% · $483,513
Quarter-over-Quarter Changes full breakdown →
vs Q4 2024 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| DFGRDIMENSIONAL ETF TRUST | NEW | +9.4K | 9.4K | +$247,587 | $247,587 |
| DXIVDIMENSIONAL ETF TRUST | NEW | +4.8K | 4.8K | +$246,782 | $246,782 |
| RTXRTX CORPORATION | NEW | +1.7K | 1.7K | +$221,473 | $221,473 |
| CRHCRH PLC | SOLD OUT | −2.3K | 0 | −$209,928 | $0 |
| HONHONEYWELL INTL INC | SOLD OUT | −912 | 0 | −$206,012 | $0 |
| IBITISHARES BITCOIN TRUST ETF | SOLD OUT | −3.9K | 0 | −$204,578 | $0 |
| COSTCOSTCO WHSL CORP NEW | SOLD OUT | −220 | 0 | −$201,579 | $0 |
| SCHPSCHWAB STRATEGIC TR | ADDED | +14.2K | 28.7K | +$396,402 | $770,498 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2025
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | SCHXSCHWAB STRATEGIC TR | US LRG CAP ETF · US AGGREGATE B · MUN BD ETF · US TIPS ETF · SHT TM US TRES | 27.42% | $13M | 558.2K |
| 2 | SPYSPDR S&P 500 ETF TRhistory → | TR UNIT | 16.31% | $8M | 13.8K |
| 3 | DFACDIMENSIONAL ETF TRUST | US CORE EQUITY 2 · US CORE EQT MKT · DIMENSIONAL US · EMGR CRE EQT MNG · EMERGING MKTS CO · GLOBAL REAL EST · DIMENSIONAL INTL | 6.99% | $3M | 95.4K |
| 4 | IDEVISHARES TR | CORE MSCI INTL · 0-5 YR TIPS ETF | 6.92% | $3M | 41.0K |
| 5 | BCDABRDN ETFShistory → | BBRG ALL COMMDY | 5.56% | $3M | 77.1K |
| 6 | HYMBSPDR SER TR | PORTFLI HIGH YLD · NUVEEN BLOOMBERG | 4.89% | $2M | 95.7K |
| 7 | BNDXVANGUARD CHARLOTTE FDShistory → | TOTAL INT BD ETF | 3.69% | $2M | 35.7K |
| 8 | IEMGISHARES INChistory → | CORE MSCI EMKT | 2.57% | $1M | 22.6K |
| 9 | BNDWVANGUARD SCOTTSDALE FDShistory → | TOTAL WLD BD ETF | 2.56% | $1M | 17.6K |
| 10 | SYKSTRYKER CORPORATIONhistory → | COM | 1.54% | $730,737 | 2.0K |
| 11 | MSFTMICROSOFT CORPhistory → | COM | 1.43% | $674,576 | 1.8K |
| 12 | AAPLAPPLE INChistory → | COM | 1.41% | $665,507 | 3.0K |
| 13 | METAMETA PLATFORMS INChistory → | CL A | 1.17% | $555,611 | 964 |
| 14 | NVDANVIDIA CORPORATIONhistory → | COM | 1.13% | $534,747 | 4.9K |
| 15 | AMZNAMAZON COM INChistory → | COM | 1.03% | $488,207 | 2.6K |
| 16 | VTEBVANGUARD MUN BD FDS | TAX EXEMPT BD | 0.95% | $448,217 | 9.0K |
| 17 | VVISA INC | COM CL A | 0.93% | $439,827 | 1.3K |
| 18 | WMTWALMART INC | COM | 0.89% | $420,602 | 4.8K |
| 19 | AVGOBROADCOM INC | COM | 0.77% | $365,835 | 2.2K |
| 20 | EDVVANGUARD WORLD FD | EXTENDED DUR | 0.76% | $360,443 | 5.1K |
| 21 | CRMSALESFORCE INC | COM | 0.67% | $318,812 | 1.2K |
| 22 | LLYELI LILLY & CO | COM | 0.67% | $315,498 | 382 |
| 23 | EXMOCEXXON MOBIL CORP | COM | 0.65% | $309,694 | 2.6K |
| 24 | MAMASTERCARD INCORPORATED | CL A | 0.65% | $309,140 | 564 |
| 25 | GLDSPDR GOLD TR | GOLD SHS | 0.65% | $306,823 | 1.1K |
| 26 | CVXCHEVRON CORP NEW | COM | 0.64% | $301,624 | 1.8K |
| 27 | JPMJPMORGAN CHASE & CO. | COM | 0.58% | $274,981 | 1.1K |
| 28 | HDHOME DEPOT INC | COM | 0.57% | $267,538 | 730 |
| 29 | LINLINDE PLC | SHS | 0.56% | $266,812 | 573 |
| 30 | TMTOYOTA MOTOR CORP | ADS | 0.56% | $265,501 | 1.5K |
| 31 | TSLATESLA INC | COM | 0.56% | $263,047 | 1.0K |
| 32 | MCDMCDONALDS CORP | COM | 0.55% | $260,204 | 833 |
| 33 | BRK/BBERKSHIRE HATHAWAY INC DEL | CL B NEW | 0.53% | $249,247 | 468 |
| 34 | CSCOCISCO SYS INC | COM | 0.52% | $247,087 | 4.0K |
| 35 | ETHAISHARES ETHEREUM TR | SHS | 0.47% | $224,551 | 16.2K |
| 36 | RTXRTX CORPORATION | COM | 0.47% | $221,473 | 1.7K |
| 37 | MUFGMITSUBISHI UFJ FINL GROUP IN | SPONSORED ADS | 0.46% | $218,012 | 16.0K |
| 38 | ADBEADOBE INC | COM | 0.44% | $209,407 | 546 |
| 39 | GOOGLALPHABET INC | CAP STK CL A | 0.44% | $207,991 | 1.3K |
| 40 | TMOTHERMO FISHER SCIENTIFIC INC | COM | 0.43% | $204,016 | 410 |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q4 2025 | $58M | 65 | Feb 4, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $58M | 64 | Oct 27, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $48M | 55 | Jul 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $47M | 52 | May 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $46M | 53 | Jan 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $45M | 48 | Oct 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $33M | 43 | Jul 11, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $35M | 45 | Apr 10, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.