Vanderpol Investments L.L.C.
VanderPol Investments L.L.C. is a registered investment adviser based in Caledonia, Michigan. The firm provides investment management and advisory services, focusing on publicly traded securities. It is registered with the SEC and serves both individuals and institutional clients. Details on exact employee count and specific founding year are not disclosed in public records; however, the firm is active and files regular SEC reports.
Investment Strategy
VanderPol Investments L.L.C. manages a diversified portfolio of public equities. The firm emphasizes a disciplined, research-based investment process and typically employs both fundamental analysis and portfolio diversification across sectors. The aim is to deliver consistent long-term growth for clients by identifying value and managing risk within its holdings.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 13.89% | $6.6M | 270,486 | $20.91 | $24.44 | +$999.0K |
S SPY | SPDR S&P 500 ETF TR | 8.83% | $4.2M | 6,800 | $565.64 | $617.85 | -$3.5M |
S SCHP | SCHWAB STRATEGIC TR | 7.08% | $3.4M | 126,366 | $26.61 | $26.68 | +$2.6M |
S SCHZ | SCHWAB STRATEGIC TR | 5.48% | $2.6M | 112,247 | $23.43 | $23.24 | -$1.2M |
B BCD | ABRDN ETFS | 5.23% | $2.5M | 75,137 | $31.65 | $33.15 | -$139.8K |