VanderPol Investments L.L.C.
CIK 2015682 · Holdings on Dec 31, 2023 · First reported Mar 15, 2024
Top ten holdings
Q4 2023- DFAC12.89%
- SCHX7.68%
- SCHZ7.58%
- DFAU6.67%
- IDEV5.11%
- VTEB4.44%
- BCD3.21%
- XLV2.75%
- BNDX2.65%
- XLF2.61%
Share classes counted separately55.59%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $3.78M | 12.89% | 129.45K shares | Prior unavailable — | — | ↗▾ |
| 02 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $2.25M | 7.68% | 39.98K shares | Prior unavailable — | — | ↗▾ |
| 03 | SCHZSCHWAB US AGGREGATE BOND ETFUS AGGREGATE B View history and evidence | $2.23M | 7.58% | 47.73K shares | Prior unavailable — | — | ↗▾ |
| 04 | DFAUDIMENSIONAL US CORE EQUITY MUS CORE EQT MKT View history and evidence | $1.96M | 6.67% | 58.89K shares | Prior unavailable — | — | ↗▾ |
| 05 | IDEVISHARES CORE MSCI DEV MKTSCORE MSCI INTL View history and evidence | $1.50M | 5.11% | 23.58K shares | Prior unavailable — | — | ↗▾ |
| 06 | VTEBVANGUARD TAX-EXEMPT BOND ETFTAX EXEMPT BD View history and evidence | $1.30M | 4.44% | 25.51K shares | Prior unavailable — | — | ↗▾ |
| 07 | BCDABRDN BLOOMBERG ALL COMMODITBBRG ALL COMMDY View history and evidence | $943.17K | 3.21% | 30.83K shares | Prior unavailable — | — | ↗▾ |
| 08 | XLVSS HEALTH CARE SELECT SECTORSBI HEALTHCARE View history and evidence | $808.32K | 2.75% | 5.93K shares | Prior unavailable — | — | ↗▾ |
| 09 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $776.77K | 2.65% | 15.73K shares | Prior unavailable — | — | ↗▾ |
| 10 | XLFSS FINANCIAL SELECT SECTORFINANCIAL View history and evidence | $764.78K | 2.61% | 20.34K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2015682 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-03-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 29355416
}Research all 43 reported holdings.
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