VanderPol Investments L.L.C.

Q4 2024 13F Holdings

  • Location
    caledonia, MI
  • Num holdings

    53

  • Value ($000)

    $45,732

  • Date Filed
    01/23/2025
  • Form type
    13F-HR
  • CIK
    0002015682
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$8.15M
18 %

13,900

SCHX
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
$5.00M
11 %

215,905

SCHZ
SCHZ

SCHWAB STRATEGIC TR

US AGGREGATE B
$3.65M
8 %

161,011

---

ABRDN ETFS

BBRG ALL COMMDY
$2.15M
5 %

68,547

SCMB
SCMB

SCHWAB STRATEGIC TR

MUN BD ETF
$2.06M
5 %

80,182

BNDX
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
$1.65M
4 %

33,729

IDEV
IDEV

ISHARES TR

CORE MSCI INTL
$1.63M
4 %

25,283

STIP
STIP

ISHARES TR

0-5 YR TIPS ETF
$1.28M
3 %

12,688

BNDW
BNDW

VANGUARD SCOTTSDALE FDS

TOTAL WLD BD ETF
$1.28M
3 %

18,714

IEMG
IEMG

ISHARES INC

CORE MSCI EMKT
$1.13M
3 %

21,592

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