Fund Universe

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☆VanderPol Investments L.L.C.

CIK 0002015682 · holdings for 2025Q4 (change vs 2025Q3) · in signal universe
Quality Q
0.284
AUM ($M)
52
Positions
56
Turnover
0.07
Top-10 wt
60%
Herfindahl
0.054
History (qtrs)
4
Excess Return
not eligible

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Holdings · 59 positions · portfolio value $52M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SCHX funds › SCHWAB U.S. LARGE-CAP ETF ADD — 15.0% +0.0% 7.9 291,822 +4,348 2 —
☆SPY funds › STATE STR SPDR S&P 500 ETF TR TR UNIT TRIM — 8.5% -2.3% 4.4 6,500 -1,700 2 —
☆SCHZ funds › SCHWAB US AGGREGATE BOND ETF ADD — 8.1% +2.1% 4.3 181,981 +51,177 2 —
☆SCHP funds › SCHWAB US TIPS ETF TRIM — 6.6% -0.5% 3.4 130,013 -4,273 2 —
☆IDEV funds › ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF ADD — 4.5% +0.2% 2.3 28,290 +1,185 2 —
☆BCD funds › ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF ADD — 4.4% -0.4% 2.3 74,259 +4,254 2 —
☆SPHY funds › STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF ADD — 4.3% +0.9% 2.2 94,649 +22,145 2 —
☆IEMG funds › ISHARES CORE MSCI EMERGING MARKETS ETF ADD — 3.3% +0.1% 1.7 26,011 +1,233 2 —
☆STIP funds › ISHARES 0-5 YEAR TIPS BOND ETF TRIM — 2.8% -0.2% 1.5 14,358 -355 2 —
☆DXUV funds › DIMENSIONAL US VECTOR EQUITY ETF ADD — 2.6% +0.6% 1.3 22,377 +5,599 2 —
☆BWX funds › SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF ADD — 2.5% +0.2% 1.3 59,277 +6,756 2 —
☆IBND funds › SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF TRIM — 2.5% -0.3% 1.3 40,835 -3,715 2 —
☆NVDA funds › NVIDIA CORPORATION COM ADD — 2.3% +0.1% 1.2 6,367 +318 2 —
☆AAPL funds › APPLE INC COM ADD — 1.9% +0.1% 1.0 3,717 +116 2 —
☆MSFT funds › MICROSOFT CORP COM ADD — 1.8% -0.2% 0.9 1,898 +6 2 —
☆SCHO funds › SCHWAB SHORT-TERM US TREASURY ETF ADD — 1.4% +0.2% 0.8 30,910 +4,818 2 —
☆SYK funds › STRYKER CORPORATION COM ADD — 1.4% -0.1% 0.7 2,084 +28 2 —
☆AVGO funds › BROADCOM INC COM ADD — 1.4% -0.1% 0.7 2,060 +5 2 —
☆DFAC funds › DIMENSIONAL U.S. CORE EQUITY 2 ETF ADD — 1.3% +0.1% 0.7 17,074 +1,651 2 —
☆AMZN funds › AMAZON COM INC COM ADD — 1.3% +0.0% 0.7 2,847 +38 2 —
☆DFAU funds › DIMENSIONAL US CORE EQUITY MARKET ETF ADD — 1.2% +0.0% 0.6 13,237 +177 2 —
☆META funds › META PLATFORMS INC CL A TRIM — 1.1% -0.3% 0.6 890 -86 2 —
☆TSLA funds › TESLA INC COM ADD — 0.9% +0.0% 0.5 1,090 +20 2 —
☆WMT funds › WALMART INC COM TRIM — 0.9% -0.0% 0.5 4,384 -356 2 —
☆DFGR funds › DIMENSIONAL GLOBAL REAL ESTATE ETF ADD — 0.9% +0.2% 0.5 17,763 +5,010 2 —
☆DFEM funds › DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF ADD — 0.9% +0.2% 0.5 13,820 +2,823 2 —
☆DXIV funds › DIMENSIONAL INTERNATIONAL VECTOR EQUITY ETF ADD — 0.9% +0.2% 0.4 6,865 +1,356 2 —
☆V funds › VISA INC COM CL A ADD — 0.8% -0.0% 0.4 1,235 +8 2 —
☆LLY funds › ELI LILLY & CO COM TRIM — 0.8% +0.2% 0.4 400 -3 2 —
☆JPM funds › JPMORGAN CHASE & CO. COM ADD — 0.8% +0.1% 0.4 1,268 +28 2 —
☆GOOGL funds › ALPHABET INC CAP STK CL A ADD — 0.7% +0.1% 0.4 1,240 +27 2 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP COM ADD — 0.7% +0.1% 0.4 3,038 +152 2 —
☆MA funds › MASTERCARD INCORPORATED CL A ADD — 0.6% -0.0% 0.3 591 +5 2 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL CL B NEW HOLD — 0.6% +0.0% 0.3 670 +0 2 —
☆DFAE funds › DIMENSIONAL EMERGING CORE EQUITY MARKET ETF TRIM — 0.6% -0.0% 0.3 10,286 -421 2 —
☆GOOG funds › ALPHABET INC CAP STK CL C HOLD — 0.6% +0.1% 0.3 1,021 +0 2 —
☆BTC funds › GRAYSCALE BITCOIN MINI TRUST ETF ADD — 0.6% -0.1% 0.3 7,763 +325 2 —
☆TPLC funds › TIMOTHY PLAN US LARGE/MID CAP CORE ETF ADD — 0.6% -0.0% 0.3 6,583 +86 2 —
☆RTX funds › RTX CORPORATION COM TRIM — 0.5% -0.0% 0.3 1,451 -23 2 —
☆GE funds › GE AEROSPACE COM NEW ADD — 0.5% +0.0% 0.3 851 +24 2 —
☆HD funds › HOME DEPOT INC COM TRIM — 0.5% -0.1% 0.3 745 -36 2 —
☆BAC funds › BANK AMERICA CORP COM ADD — 0.5% +0.0% 0.3 4,585 +6 2 —
☆TM funds › TOYOTA MOTOR CORP ADS TRIM — 0.5% -0.0% 0.3 1,168 -83 2 —
☆CVX funds › CHEVRON CORP NEW COM TRIM — 0.5% -0.0% 0.2 1,634 -33 2 —
☆NFLX funds › NETFLIX INC. COM ADD — 0.5% -0.1% 0.2 2,627 +2,371 2 —
☆BSOL funds › BITWISE SOLANA STAKING ETF NEW — 0.5% +0.5% 0.2 14,750 +14,750 1 —
☆ETH funds › GRAYSCALE ETHEREUM STAKING MINI ETF TRIM — 0.5% -0.2% 0.2 8,544 -99 2 —
☆CRM funds › SALESFORCE INC COM TRIM — 0.5% -0.0% 0.2 899 -56 2 —
☆CSCO funds › CISCO SYS INC COM TRIM — 0.4% -0.0% 0.2 3,026 -485 2 —
☆VGT funds › VANGUARD INFORMATION TECHNOLOGY ETF NEW — 0.4% +0.4% 0.2 290 +290 1 —
☆WFC funds › WELLS FARGO & CO COM NEW — 0.4% +0.4% 0.2 2,295 +2,295 1 —
☆MCD funds › MCDONALDS CORP COM TRIM — 0.4% -0.0% 0.2 694 -36 2 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC COM TRIM — 0.4% -0.1% 0.2 364 -49 2 —
☆EDV funds › VANGUARD EXTENDED DURATION TREASURY ETF ADD — 0.4% -0.0% 0.2 3,196 +239 2 —
☆JNJ funds › JOHNSON & JOHNSON COM NEW — 0.4% +0.4% 0.2 990 +990 1 —
☆MUFG funds › MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS TRIM — 0.4% -0.1% 0.2 11,871 -3,197 2 —
☆LIN funds › LINDE PLC SHS EXIT — 0.0% -0.4% 0.0 0 -487 0 —
☆HYMB funds › SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF EXIT — 0.0% -0.6% 0.0 0 -12,782 0 —
☆SCMB funds › SCHWAB MUNICIPAL BOND ETF EXIT — 0.0% -1.3% 0.0 0 -24,975 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2025Q4 52 56 0.07 60% 0.054 0.253 — in
2025Q3 51 55 0.11 60% 0.055 0.203 — entered
2025Q2 48 55 0.19 58% 0.050 0.000 — out
2025Q1 47 52 0.00 62% 0.062 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status