VI
VanderPol Investments Portfolio holdings
AUM
$52.4M
1-Year Est. Return
14.56%
This Fund
S&P 500
1 Year Est. Return
+14.56%
AUM
$52.4M
AUM Growth
+$922K
(+1.8%)
Holding
59
Top Buys
| 1 | +$1.2M | |
| 2 | +$525K | |
| 3 | +$330K | |
| 4 |
BSOL
Bitwise Solana Staking ETF
BSOL
|
+$275K |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$220K |
Top Sells
| 1 | +$1.15M | |
| 2 | +$647K | |
| 3 | +$323K | |
| 4 |
Linde
LIN
|
+$217K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Wells Fargo
WFC
$229B
| $214K | 0.41% |
+2,295
|
|
||
52
McDonald's
MCD
$232B
| $212K | 0.4% |
694
-36
|
|
||
53
Thermo Fisher Scientific
TMO
$173B
| $211K | 0.4% |
364
-49
|
|
||
54
Vanguard World Funds Extended Duration ETF
EDV
$3.8B
| $208K | 0.4% |
3,196
+239
|
|
||
55
Johnson & Johnson
JNJ
$582B
| $205K | 0.39% |
+990
|
|
||
56
Mitsubishi UFJ Financial
MUFG
$185B
| $188K | 0.36% |
11,871
-3,197
|
|
||
57
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.99B
| – | – |
-12,782
|
|
||
|
58
Linde
LIN
$229B
| – | – |
-487
|
|
||
59
Schwab Municipal Bond ETF
SCMB
$3.64B
| – | – |
-24,975
|
|