VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

Q4 2025 13F Holdings

  • Location
    audubon, PA
  • Num holdings

    80

  • Value ($000)

    $343,860

  • Date Filed
    02/12/2026
  • Form type
    13F-HR
  • CIK
    0000920655
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV

ISHARES TR

CORE S&P500 ETF
$128.12M
37 %

187,057

IEFA

ISHARES TR

CORE MSCI EAFE
$49.27M
14 %

550,722

SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
$23.62M
7 %

877,600

IJH

ISHARES TR

CORE S&P MCP ETF
$22.44M
7 %

339,995

IJR

ISHARES TR

CORE S&P SCP ETF
$20.92M
6 %

174,039

SCHM

SCHWAB STRATEGIC TR

US MID-CAP ETF
$8.68M
3 %

288,759

SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
$8.56M
3 %

326,360

SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
$7.85M
2 %

326,461

AGG

ISHARES TR

CORE US AGGBD ET
$5.84M
2 %

58,473

SCHA

SCHWAB STRATEGIC TR

US SML CAP ETF
$5.65M
2 %

198,536

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