VanderPol Investments L.L.C.

CALEDONIA, MI

$52m in 56 US stocks at the end of 31 December 2025. The top 10 are 59.9% of the money. It changed about 7.4% of the portfolio this quarter.

Value

$52m

Stocks

Top 10 share

59.9%

Turnover

7.4%

What changed this quarter

New

Bought for the first time this quarter.

Bitwise Solana Staking ETFBSOL
0.5% of the fund
Vanguard World FDVGT
0.4% of the fund
Wells Fargo & CompanyWFC
0.4% of the fund
Johnson & JohnsonJNJ
0.4% of the fund

Added

Bought more of a stock they already held.

Schwab Strategic TRSCHZ
8.1% of the fund
+39%
Ishares TRIDEV
4.5% of the fund
+4%
Abrdn EtfsBCD
4.4% of the fund
+6%
Spdr Series TrustSPHY
4.3% of the fund
+31%
IsharesIEMG
3.3% of the fund
+5%
Dimensional ETF TrustDXUV
2.6% of the fund
+33%
Spdr Series TrustBWX
2.5% of the fund
+13%
NvidiaNVDA
2.3% of the fund
+5%
AppleAAPL
1.9% of the fund
+3%
Schwab Strategic TRSCHO
1.4% of the fund
+18%
Dimensional ETF TrustDFAC
1.3% of the fund
+11%
Dimensional ETF TrustDFGR
0.9% of the fund
+39%
Dimensional ETF TrustDFEM
0.9% of the fund
+26%
Dimensional ETF TrustDXIV
0.9% of the fund
+25%
JPMorgan ChaseJPM
0.8% of the fund
+2%
AlphabetGOOGL
0.7% of the fund
+2%
ExxonMobil HoldingsXOM
0.7% of the fund
+5%
Grayscale Bitcoin Mini TR ETBTC
0.6% of the fund
+4%
General ElectricGE
0.5% of the fund
+3%
NetflixNFLX
0.5% of the fund
+3%
Vanguard World FDEDV
0.4% of the fund
+8%

Cut

Sold some of their stake.

State STR Spdr S&P 500 ETF TSPY
8.5% of the fund
-21%
Schwab Strategic TRSCHP
6.6% of the fund
-3%
Ishares TRSTIP
2.8% of the fund
-2%
Spdr Series TrustIBND
2.5% of the fund
-8%
Meta PlatformsMETA
1.1% of the fund
-9%
WalmartWMT
0.9% of the fund
-8%
Dimensional ETF TrustDFAE
0.6% of the fund
-4%
Home DepotHD
0.5% of the fund
-5%
Toyota MotorTM
0.5% of the fund
-7%
SalesforceCRM
0.5% of the fund
-6%
Cisco SystemsCSCO
0.4% of the fund
-14%
McDonald'sMCD
0.4% of the fund
-5%
Thermo Fisher ScientificTMO
0.4% of the fund
-12%
Mitsubishi UFJ Financial GroupMUFG
0.4% of the fund
-21%

Sold out

Sold their entire stake.

Schwab Strategic TRSCMB
-100%
Spdr Series TrustHYMB
-100%
LindeLIN
-100%

Holdings

Schwab Strategic TRSCHX
Share
15.0%
Value
$8m
Shares
291,822
Held
State STR Spdr S&P 500 ETF TSPY
Share
8.5%
Value
$4m
Shares
6,500
-21%
Schwab Strategic TRSCHZ
Share
8.1%
Value
$4m
Shares
181,981
+39%
Schwab Strategic TRSCHP
Share
6.6%
Value
$3m
Shares
130,013
-3%
Ishares TRIDEV
Share
4.5%
Value
$2m
Shares
28,290
+4%
Abrdn EtfsBCD
Share
4.4%
Value
$2m
Shares
74,259
+6%
Spdr Series TrustSPHY
Share
4.3%
Value
$2m
Shares
94,649
+31%
IsharesIEMG
Share
3.3%
Value
$2m
Shares
26,011
+5%
Ishares TRSTIP
Share
2.8%
Value
$1m
Shares
14,358
-2%
Dimensional ETF TrustDXUV
Share
2.6%
Value
$1m
Shares
22,377
+33%
Spdr Series TrustBWX
Share
2.5%
Value
$1m
Shares
59,277
+13%
Spdr Series TrustIBND
Share
2.5%
Value
$1m
Shares
40,835
-8%
NvidiaNVDA
Share
2.3%
Value
$1m
Shares
6,367
+5%
AppleAAPL
Share
1.9%
Value
$1m
Shares
3,717
+3%
MicrosoftMSFT
Share
1.8%
Value
$917,911
Shares
1,898
Held
Schwab Strategic TRSCHO
Share
1.4%
Value
$753,277
Shares
30,910
+18%
StrykerSYK
Share
1.4%
Value
$732,433
Shares
2,084
Held
BroadcomAVGO
Share
1.4%
Value
$712,966
Shares
2,060
Held
Dimensional ETF TrustDFAC
Share
1.3%
Value
$675,960
Shares
17,074
+11%
Amazon.comAMZN
Share
1.3%
Value
$657,145
Shares
2,847
Held
Dimensional ETF TrustDFAU
Share
1.2%
Value
$619,492
Shares
13,237
Held
Meta PlatformsMETA
Share
1.1%
Value
$587,480
Shares
890
-9%
TeslaTSLA
Share
0.9%
Value
$490,195
Shares
1,090
Held
WalmartWMT
Share
0.9%
Value
$488,421
Shares
4,384
-8%
Dimensional ETF TrustDFGR
Share
0.9%
Value
$469,298
Shares
17,763
+39%
Dimensional ETF TrustDFEM
Share
0.9%
Value
$457,166
Shares
13,820
+26%
Dimensional ETF TrustDXIV
Share
0.9%
Value
$446,706
Shares
6,865
+25%
VisaV
Share
0.8%
Value
$433,127
Shares
1,235
Held
Eli LillyLLY
Share
0.8%
Value
$429,872
Shares
400
Held
JPMorgan ChaseJPM
Share
0.8%
Value
$408,575
Shares
1,268
+2%
AlphabetGOOGL
Share
0.7%
Value
$388,120
Shares
1,240
+2%
ExxonMobil HoldingsXOM
Share
0.7%
Value
$365,593
Shares
3,038
+5%
MastercardMA
Share
0.6%
Value
$337,390
Shares
591
Held
Berkshire HathawayBRK-B
Share
0.6%
Value
$336,776
Shares
670
Held
Dimensional ETF TrustDFAE
Share
0.6%
Value
$335,015
Shares
10,286
-4%
AlphabetGOOG
Share
0.6%
Value
$320,390
Shares
1,021
Held
Grayscale Bitcoin Mini TR ETBTC
Share
0.6%
Value
$300,661
Shares
7,763
+4%
Timothy PlanTPLC
Share
0.6%
Value
$299,197
Shares
6,583
Held
RTXRTX
Share
0.5%
Value
$266,113
Shares
1,451
Held
General ElectricGE
Share
0.5%
Value
$262,134
Shares
851
+3%
Home DepotHD
Share
0.5%
Value
$256,355
Shares
745
-5%
Bank of AmericaBAC
Share
0.5%
Value
$252,175
Shares
4,585
Held
Toyota MotorTM
Share
0.5%
Value
$250,022
Shares
1,168
-7%
ChevronCVX
Share
0.5%
Value
$249,038
Shares
1,634
Held
NetflixNFLX
Share
0.5%
Value
$246,308
Shares
2,627
+3%
Bitwise Solana Staking ETFBSOL
Share
0.5%
Value
$241,900
Shares
14,750
New
Grayscale Ethereum StakingETH
Share
0.5%
Value
$239,745
Shares
8,544
Held
SalesforceCRM
Share
0.5%
Value
$238,154
Shares
899
-6%
Cisco SystemsCSCO
Share
0.4%
Value
$233,093
Shares
3,026
-14%
Vanguard World FDVGT
Share
0.4%
Value
$218,596
Shares
290
New
Wells Fargo & CompanyWFC
Share
0.4%
Value
$213,894
Shares
2,295
New
McDonald'sMCD
Share
0.4%
Value
$212,107
Shares
694
-5%
Thermo Fisher ScientificTMO
Share
0.4%
Value
$210,920
Shares
364
-12%
Vanguard World FDEDV
Share
0.4%
Value
$207,772
Shares
3,196
+8%
Johnson & JohnsonJNJ
Share
0.4%
Value
$204,881
Shares
990
New
Mitsubishi UFJ Financial GroupMUFG
Share
0.4%
Value
$188,274
Shares
11,871
-21%

Company	Share of fund	Value	Shares	Change
Schwab Strategic TRSCHX	15.0%	$8m	291,822	Held
State STR Spdr S&P 500 ETF TSPY	8.5%	$4m	6,500	-21%
Schwab Strategic TRSCHZ	8.1%	$4m	181,981	+39%
Schwab Strategic TRSCHP	6.6%	$3m	130,013	-3%
Ishares TRIDEV	4.5%	$2m	28,290	+4%
Abrdn EtfsBCD	4.4%	$2m	74,259	+6%
Spdr Series TrustSPHY	4.3%	$2m	94,649	+31%
IsharesIEMG	3.3%	$2m	26,011	+5%
Ishares TRSTIP	2.8%	$1m	14,358	-2%
Dimensional ETF TrustDXUV	2.6%	$1m	22,377	+33%
Spdr Series TrustBWX	2.5%	$1m	59,277	+13%
Spdr Series TrustIBND	2.5%	$1m	40,835	-8%
NvidiaNVDA	2.3%	$1m	6,367	+5%
AppleAAPL	1.9%	$1m	3,717	+3%
MicrosoftMSFT	1.8%	$917,911	1,898	Held
Schwab Strategic TRSCHO	1.4%	$753,277	30,910	+18%
StrykerSYK	1.4%	$732,433	2,084	Held
BroadcomAVGO	1.4%	$712,966	2,060	Held
Dimensional ETF TrustDFAC	1.3%	$675,960	17,074	+11%
Amazon.comAMZN	1.3%	$657,145	2,847	Held
Dimensional ETF TrustDFAU	1.2%	$619,492	13,237	Held
Meta PlatformsMETA	1.1%	$587,480	890	-9%
TeslaTSLA	0.9%	$490,195	1,090	Held
WalmartWMT	0.9%	$488,421	4,384	-8%
Dimensional ETF TrustDFGR	0.9%	$469,298	17,763	+39%
Dimensional ETF TrustDFEM	0.9%	$457,166	13,820	+26%
Dimensional ETF TrustDXIV	0.9%	$446,706	6,865	+25%
VisaV	0.8%	$433,127	1,235	Held
Eli LillyLLY	0.8%	$429,872	400	Held
JPMorgan ChaseJPM	0.8%	$408,575	1,268	+2%
AlphabetGOOGL	0.7%	$388,120	1,240	+2%
ExxonMobil HoldingsXOM	0.7%	$365,593	3,038	+5%
MastercardMA	0.6%	$337,390	591	Held
Berkshire HathawayBRK-B	0.6%	$336,776	670	Held
Dimensional ETF TrustDFAE	0.6%	$335,015	10,286	-4%
AlphabetGOOG	0.6%	$320,390	1,021	Held
Grayscale Bitcoin Mini TR ETBTC	0.6%	$300,661	7,763	+4%
Timothy PlanTPLC	0.6%	$299,197	6,583	Held
RTXRTX	0.5%	$266,113	1,451	Held
General ElectricGE	0.5%	$262,134	851	+3%
Home DepotHD	0.5%	$256,355	745	-5%
Bank of AmericaBAC	0.5%	$252,175	4,585	Held
Toyota MotorTM	0.5%	$250,022	1,168	-7%
ChevronCVX	0.5%	$249,038	1,634	Held
NetflixNFLX	0.5%	$246,308	2,627	+3%
Bitwise Solana Staking ETFBSOL	0.5%	$241,900	14,750	New
Grayscale Ethereum StakingETH	0.5%	$239,745	8,544	Held
SalesforceCRM	0.5%	$238,154	899	-6%
Cisco SystemsCSCO	0.4%	$233,093	3,026	-14%
Vanguard World FDVGT	0.4%	$218,596	290	New
Wells Fargo & CompanyWFC	0.4%	$213,894	2,295	New
McDonald'sMCD	0.4%	$212,107	694	-5%
Thermo Fisher ScientificTMO	0.4%	$210,920	364	-12%
Vanguard World FDEDV	0.4%	$207,772	3,196	+8%
Johnson & JohnsonJNJ	0.4%	$204,881	990	New
Mitsubishi UFJ Financial GroupMUFG	0.4%	$188,274	11,871	-21%

Options (2)

State STR Spdr S&P 500 ETF TSPY
Type
Put
Value
$4m
Contracts
6,500
State STR Spdr S&P 500 ETF TSPY
Type
Call
Value
$689,707
Contracts
2,400

Company	Type	Value	Contracts
State STR Spdr S&P 500 ETF TSPY	Put	$4m	6,500
State STR Spdr S&P 500 ETF TSPY	Call	$689,707	2,400

Over time and by industry

Value over time

Jun '25

Dec '25

Value is up 10.1% since 30 June 2025.

Where the money is

Technology8.2%

Financial services4.1%

Retail & consumer3.6%

Health care3.0%

Media & telecom2.9%

Energy1.2%

Industrials1.0%

Everyday goods0.9%

Other75.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.