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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 $45,731,534
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 13,900 $8,146,512 17.81%
2.
Schwab Strategic Trust
 FNDF 215,905 $5,004,672 10.94%
3.
Schwab Strategic Trust
 FNDF 161,011 $3,654,944 7.99%
4.
Abrdn Etfs
 68,547 $2,147,564 4.69%
5.
Schwab Strategic Trust
 FNDF 80,182 $2,059,074 4.5%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)