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  Name: VanderPol Investments L.L.C.
  City: CALEDONIA
  State: MI
  Zip: 49316
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $34,879,000
  Total Value Change : $5,525,000
  Securities Held Change : 2
   
All Securities Held : 45
  New Positions : 6
  Closed Positions : 4
  Increased Positions : 16
  Unchanged Positions : 1
  Decreased Positions : 22

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Holdings Found : 16     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 2 - $62.46 $2,890,000 46,568 8.29% 635,000 6,587 0.002    Closed - End Fund - Debt
   (SCHZ)1 Year Chart         SCHZ Schwab Us Aggregate Bond 3 - $45.61 $2,360,000 51,311 6.77% 135,000 3,577 0.034    N/A
   (DFAU)1 Year Chart         DFAU Dfa Dimensional Us Core Equ... 4 - $0.00 $2,280,000 62,395 6.54% 322,000 3,506 0.069    N/A
   (BCD)1 Year Chart         BCD Aberdeen Std Blm All Cmdty ... 6 - $0.00 $1,710,000 54,195 4.9% 767,000 23,362 0.06    N/A
   (IDEV)1 Year Chart         IDEV Ishares Core Msci Internati... 7 - $68.14 $1,606,000 23,923 4.6% 105,000 339 0.004    N/A
   (BNDW)1 Year Chart         BNDW Vanguard Total World Bond Etf 9 - $0.00 $1,258,000 18,342 3.61% 948,000 13,868 0.328    N/A
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 10 - $52.38 $892,000 17,285 2.56% 268,000 4,944 0    N/A
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 11 - $48.64 $868,000 17,654 2.49% 91,000 1,919 0.002    N/A
   (SYK)1 Year Chart         SYK Stryker Corp 14 - $342.00 $696,000 1,945 2% 115,000 4 0.001    Medical Instruments &...
   (HYMB)1 Year Chart         HYMB Spdr Nuveen S&p High Yi... 17 - $25.38 $660,000 25,688 1.89% 330,000 12,642 0.012    N/A
   (EDV)1 Year Chart         EDV Vanguard Extended Dur Tre I... 18 - $74.36 $626,000 8,172 1.79% 293,000 4,058 0.06    Closed - End Fund - Debt
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 26 - $1,164.37 $420,000 465 1.2% 197,000 14 0    Semiconductor - Speci...
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 30 - $448.37 $340,000 673 0.97% 40,000 170 0    Application Software
   (XOVR)1 Year Chart         XOVR Spdr Bofa Merrill Lynch Cro... 32 - $23.16 $320,000 13,650 0.92% 22,000 910 0.013    N/A
   (V)1 Year Chart         V Visa Inc 38 - $272.42 $242,000 867 0.69% 38,000 85 0    Business Services
   (SAN)1 Year Chart         SAN Banco Santander Central His... 45 - $5.09 $75,000 15,414 0.22% 12,000 82 0.001    Foreign Money Center ...
      16 Records Found
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