VI

VanderPol Investments Portfolio holdings

AUM $52.4M
1-Year Est. Return 14.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52.4M
AUM Growth
+$922K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$525K
3
+$330K
4
BSOL
Bitwise Solana Staking ETF
BSOL
+$275K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$220K

Top Sells

1
+$1.15M
2
+$647K
3
+$323K
4
LIN icon
Linde
LIN
+$217K
5
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$119K

Sector Composition

1 Technology 8.2%
2 Financials 4.14%
3 Consumer Discretionary 3.56%
4 Healthcare 3.01%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFEM icon
26
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$7.6B
$457K 0.87%
13,820
+2,823
DXIV
27
Dimensional International Vector Equity ETF
DXIV
$141M
$447K 0.85%
6,865
+1,356
V icon
28
Visa
V
$591B
$433K 0.83%
1,235
+8
LLY icon
29
Eli Lilly
LLY
$880B
$430K 0.82%
400
-3
JPM icon
30
JPMorgan Chase
JPM
$764B
$409K 0.78%
1,268
+28
GOOGL icon
31
Alphabet (Google) Class A
GOOGL
$3.66T
$388K 0.74%
1,240
+27
XOM icon
32
Exxon Mobil
XOM
$651B
$366K 0.7%
3,038
+152
MA icon
33
Mastercard
MA
$444B
$337K 0.64%
591
+5
BRK.B icon
34
Berkshire Hathaway Class B
BRK.B
$1.06T
$337K 0.64%
670
DFAE icon
35
Dimensional Emerging Core Equity Market ETF
DFAE
$7.97B
$335K 0.64%
10,286
-421
GOOG icon
36
Alphabet (Google) Class C
GOOG
$3.65T
$320K 0.61%
1,021
BTC
37
Grayscale Bitcoin Mini Trust ETF
BTC
$3.11B
$301K 0.57%
7,763
+325
TPLC icon
38
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$337M
$299K 0.57%
6,583
+86
RTX icon
39
RTX Corp
RTX
$275B
$266K 0.51%
1,451
-23
GE icon
40
GE Aerospace
GE
$314B
$262K 0.5%
851
+24
HD icon
41
Home Depot
HD
$338B
$256K 0.49%
745
-36
BAC icon
42
Bank of America
BAC
$335B
$252K 0.48%
4,585
+6
TM icon
43
Toyota
TM
$275B
$250K 0.48%
1,168
-83
CVX icon
44
Chevron
CVX
$390B
$249K 0.48%
1,634
-33
NFLX icon
45
Netflix
NFLX
$402B
$246K 0.47%
2,627
+67
BSOL
46
Bitwise Solana Staking ETF
BSOL
$266M
$242K 0.46%
+14,750
ETH
47
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.69B
$240K 0.46%
8,544
-99
CRM icon
48
Salesforce
CRM
$178B
$238K 0.45%
899
-56
CSCO icon
49
Cisco
CSCO
$309B
$233K 0.44%
3,026
-485
VGT icon
50
Vanguard Information Technology ETF
VGT
$108B
$219K 0.42%
+290
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3