AI Portfolio Summary
In 2025 Q4, VanderPol Investments L.L.C. maintained a portfolio of 61 distinct positions. They heavily accumulated shares in SCHWAB U.S. LARGE-CA, increasing their position by 1.5%. Conversely, VanderPol Investments L.L.C. completely exited their position in SCHWAB MUNICIPAL BON.
Total Positions
61
Quarter
2025 Q4
Top Holding
SCHX (13.6%)
Top 10 Concentration
60.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 61
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SCHX
SCHWAB U.S. LAR...
|
ETF | 13.65% | 13.35% |
#1
Prev: #1
|
6.5 | 4,348 | 1.5% |
P
S
|
291,822 | $7,852,930 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
STATE STR SPDR ...
|
ETF | 7.70% | 9.62% |
#2
Prev: #2
|
4.6 | -1,700 | -20.7% |
P
S
|
6,500 | $4,432,480 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
PUT
STATE STR SPDR ...
|
PUT Option | 7.70% | 9.62% |
#3
Prev: #3
|
4.1 | -1,700 | -20.7% |
P
S
|
6,500 | $4,432,480 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHZ
SCHWAB US AGGRE...
|
ETF | 7.39% | 5.36% |
#4
1
Prev: #5
|
6.0 | 51,177 | 39.1% |
P
S
|
181,981 | $4,252,896 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHP
SCHWAB US TIPS ...
|
ETF | 5.99% | 6.30% |
#5
1
Prev: #4
|
3.4 | -4,273 | -3.2% |
P
S
|
130,013 | $3,444,044 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IDEV
ISHARES CORE MS...
|
ETF | 4.06% | 3.82% |
#6
1
Prev: #7
|
2.1 | 1,185 | 4.4% |
P
S
|
28,290 | $2,333,359 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BCD
ABRDN BLOOMBERG...
|
ETF | 4.00% | 4.26% |
#7
1
Prev: #6
|
3.6 | 4,254 | 6.1% |
P
S
|
74,259 | $2,299,059 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPHY
STATE STREET SP...
|
ETF | 3.89% | 3.00% |
#8
Prev: #8
|
4.1 | 22,145 | 30.5% |
P
S
|
94,649 | $2,240,342 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEMG
ISHARES CORE MS...
|
ETF | 3.04% | 2.92% |
#9
Prev: #9
|
1.7 | 1,233 | 5.0% |
P
S
|
26,011 | $1,748,459 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
STIP
ISHARES 0-5 YEA...
|
ETF | 2.56% | 2.64% |
#10
Prev: #10
|
1.5 | -355 | -2.4% |
P
S
|
14,358 | $1,470,116 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DXUV
DIMENSIONAL US ...
|
ETF | 2.33% | 1.72% |
#11
3
Prev: #14
|
3.4 | 5,599 | 33.4% |
P
S
|
22,377 | $1,337,697 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BWX
SPDR BLOOMBERG ...
|
ETF | 2.32% | 2.08% |
#12
Prev: #12
|
2.9 | 6,756 | 12.9% |
P
S
|
59,277 | $1,335,511 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBND
SPDR BLOOMBERG ...
|
ETF | 2.28% | 2.48% |
#13
2
Prev: #11
|
1.4 | -3,715 | -8.3% |
P
S
|
40,835 | $1,311,212 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.06% | 1.95% |
#14
1
Prev: #13
|
2.8 | 318 | 5.3% |
P
S
|
6,367 | $1,187,446 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC COM
|
Technology | 1.76% | 1.64% |
#15
1
Prev: #16
|
1.2 | 116 | 3.2% |
P
S
|
3,717 | $1,010,512 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP ...
|
Technology | 1.60% | 1.72% |
#16
1
Prev: #15
|
1.1 | 6 | 0.3% |
P
S
|
1,898 | $917,911 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHO
SCHWAB SHORT-TE...
|
ETF | 1.31% | 1.11% |
#17
5
Prev: #22
|
2.5 | 4,818 | 18.5% |
P
S
|
30,910 | $753,277 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 1.27% | 1.36% |
#18
1
Prev: #17
|
1.0 | 28 | 1.4% |
P
S
|
2,084 | $732,433 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC CO...
|
Technology | 1.24% | 1.26% |
#19
1
Prev: #18
|
1.0 | 5 | 0.2% |
P
S
|
2,060 | $712,966 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
CALL
STATE STR SPDR ...
|
CALL Option | 1.20% | 1.18% |
#20
Prev: #20
|
1.5 | no change | no change |
P
S
|
2,400 | $689,707 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAC
DIMENSIONAL U.S...
|
ETF | 1.17% | 1.04% |
#21
4
Prev: #25
|
2.5 | 1,651 | 10.7% |
P
S
|
17,074 | $675,960 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC ...
|
Consumer Cyclical | 1.14% | 1.09% |
#22
1
Prev: #23
|
1.0 | 38 | 1.4% |
P
S
|
2,847 | $657,145 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAU
DIMENSIONAL US ...
|
ETF | 1.08% | 1.05% |
#23
1
Prev: #24
|
0.9 | 177 | 1.4% |
P
S
|
13,237 | $619,492 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.02% | 1.25% |
#24
5
Prev: #19
|
0.9 | -86 | -8.8% |
P
S
|
890 | $587,480 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSLA
TESLA INC COM
|
Consumer Cyclical | 0.85% | 0.80% |
#25
2
Prev: #27
|
0.8 | 20 | 1.9% |
P
S
|
1,090 | $490,195 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCMB
SCHWAB MUNICIPA...
|
ETF | 0.00% | 1.12% |
Sold All 😨
(Was: #21) |
0.0 | -24,975 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HYMB
SPDR NUVEEN ICE...
|
ETF | 0.00% | 0.56% |
Sold All 😨
(Was: #39) |
0.0 | -12,782 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LIN
LINDE PLC SHS
|
Basic Materials | 0.00% | 0.38% |
Sold All 😨
(Was: #56) |
0.0 | -487 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 61 holdings