VF

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

13F
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
Last update 2024-11-14 87 Stocks (7 new)
Value $287.00 Mil Turnover 17 %
Countries:
Top Holdings: IVV(35.21%)IEFA(12.17%)SCHX(8.07%)IJH(6.61%)IJR(6.55%)
Portfolio Report
Summary Stock Picks Current Portfolio
VALLEY FORGE INVESTMENT CONSUL... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
175,014
100951.850
+2.08%
35.210
+0.72%
0.020
-0.15%
-0.76%
582107.711
 
IEFA 		iShares Core MSCI EAFE ETF
447,095
34895.800
+5.24%
12.170
+0.61%
0.030
-7.71%
-0.64%
117299.767
 
SCHX 		Schwab U.S. Large-Cap ETF
1,023,054
23138.050
+205.63%
8.070
+5.43%
0.020
+0.29%
-0.56%
51348.992
 
IJH 		iShares Core S&P Mid-Cap ETF
304,041
18947.820
+1.56%
6.610
+0.10%
0.020
-0.08%
+1.25%
96034.680
 
IJR 		iShares Core S&P Small-Cap ETF
160,546
18777.440
+0.98%
6.550
+0.06%
0.020
-0.69%
-0.09%
87420.940
 
SCHB 		Schwab U.S. Broad Market ETF
334,983
7427.700
+152.27%
2.590
+1.56%
0.010
+0.36%
-0.57%
32462.134
 
SCHM 		Schwab U.S. Mid-Cap ETF
264,936
7337.810
+200.28%
2.560
+1.71%
0.020
+0.47%
+1.54%
11457.349
 
SCHA 		Schwab U.S. Small-Cap ETF
280,450
7221.590
+101.22%
2.520
+1.27%
0.020
0%
-0.12%
18363.182
 
SCHF 		Schwab International Equity ETF
279,292
5742.220
+108.96%
2.000
+1.04%
0.010
-7.37%
-0.46%
39918.421
 
SCHD 		Schwab US Dividend Equity ETF
172,125
4849.870
+161.87%
1.690
+1.04%
0.000
-3.27%
+0.65%
66555.747
 

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV's Historical Top Holdings Breakdowns

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IJH 		iShares Core S&P Mid-Cap ETF2024-03-31Add
+5.64%
●
53.67 ($56.61) 60.74
$63.12
11.50%
Add 436.65%
292,697
238,156
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+5.43%
●
20.37 ($21.79) 22.62
$23.10
6.01%
Add 205.63%
1,023,054
229,439
IVV 		iShares Core S&P 500 ETF2023-09-30Add
+3.79%
●
427.76 ($447.3) 460.18
$584.95
30.77%
Add 14.13%
156,573
19,390
IEFA 		iShares Core MSCI EAFE ETF2024-03-31Add
+2.29%
●
68.14 ($71.19) 74.43
$69.86
-1.87%
Add 24.87%
397,962
79,269
IEFA 		iShares Core MSCI EAFE ETF2023-09-30Add
+1.94%
●
64.04 ($66.95) 69.58
$69.86
4.34%
Add 21.43%
374,365
66,063
SCHM 		Schwab U.S. Mid-Cap ETF2024-09-30Add
+1.71%
●
25.16 ($26.59) 27.75
$28.13
5.79%
Add 200.28%
264,936
58,902
IEFA 		iShares Core MSCI EAFE ETF2023-12-31Reduce
-1.63%
●
61.3 ($65.91) 70.47
$69.86
5.99%
Reduce -14.87%
318,693
-55,672
SCHB 		Schwab U.S. Broad Market ETF2024-09-30Add
+1.56%
●
19.98 ($21.35) 22.17
$22.58
5.76%
Add 152.27%
334,983
67,398
SCHX 		Schwab U.S. Large-Cap ETF2023-12-31Reduce
-1.45%
●
48.47 ($52.68) 56.6
$23.10
-56.15%
Reduce -15.44%
343,537
-62,734
IEFA 		iShares Core MSCI EAFE ETF2023-03-31Reduce
-1.37%
●
62.17 ($65.56) 67.7
$69.86
6.56%
Reduce -12.12%
306,584
-42,283

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV Total Holding History ($B)

To

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV's Asset Allocation

To

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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VALLEY FORGE INVESTMENT CONSULTANTS INC ADV's Hypothetical Growth since 2024-09-30

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV's Yearly Returns

Year Portfolio % % Excess Gain %

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV's Holdings Heat Map

Size field:

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV's Holdings Bubble Chart

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV News

  • 1

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