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Home > Institutional Investor > Vanderpol Investments L.l.c. > Profile

Instuitional Investor - Vanderpol Investments L.l.c.

Fund Profile
Filing Period:
Fund Name: Vanderpol Investments L.l.c.
Portfolio Value $47,594,989
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 270,486 $6,610,664 13.89%
2.
Spdr S & P 500 Etf Trust
 SPY 6,800 $4,201,380 8.83%
3.
Schwab Strategic Trust
 FNDF 126,366 $3,371,434 7.08%
4.
Schwab Strategic Trust
 FNDF 112,247 $2,608,599 5.48%
5.
Abrdn Etfs
 75,137 $2,490,768 5.23%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)