Top 50 Vanderpol Investments L.l.c. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 14.98% | 291.8K | $7.9M | +1.51%(+4.35K) | $20.72(+33.18%) | 2025-12-31 | |
| SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | 8.46% | 6.5K | $4.4M | -20.73%(-1.70K) | $567.16(+23.41%) | 2025-12-31 | |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | 8.11% | 182.0K | $4.3M | +39.12%(+51.18K) | $23.13(+0.79%) | 2025-12-31 | |
| SCHP | SCHWAB US TIPS ETF | 6.57% | 130.0K | $3.4M | -3.18%(-4.27K) | $26.65(+0.67%) | 2025-12-31 | |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 4.45% | 28.3K | $2.3M | +4.37%(+1.19K) | $65.66(+35.51%) | 2025-12-31 | |
| BCD | ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF | 4.39% | 74.3K | $2.3M | +6.08%(+4.25K) | $31.86(+13.64%) | 2025-12-31 | |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | 4.27% | 94.6K | $2.2M | +30.54%(+22.14K) | $23.63(-0.29%) | 2025-12-31 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 3.34% | 26.0K | $1.7M | +4.98%(+1.23K) | $53.23(+43.33%) | 2025-12-31 | |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 2.8% | 14.4K | $1.5M | -2.41%(-355) | $100.43(+3.21%) | 2025-12-31 | |
| DXUV | DIMENSIONAL US VECTOR EQUITY ETF | 2.55% | 22.4K | $1.3M | +33.37%(+5.60K) | $54.28(+15.70%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.97% | +29.40% |
| Top 20 Holdings Unweighted | +6.48% | +20.73% |
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