VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
Q3 2025 13F Holdings
- Locationaudubon, PA
- Num holdings
84
- Value ($000)
$341,953
- Date Filed10/17/2025
- Form type13F-HR
- CIK0000920655
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $126.85 M | 37 % | 189,524 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $47.56 M | 14 % | 544,780 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $23.35 M | 7 % | 886,380 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $22.20 M | 7 % | 340,214 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $20.60 M | 6 % | 173,394 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $8.44 M | 3 % | 284,720 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $8.40 M | 3 % | 326,834 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $7.43 M | 2 % | 319,322 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $5.65 M | 2 % | 56,389 | ||
SCHA SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $5.46 M | 2 % | 195,654 |
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