VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
Q4 2024 13F Holdings
- Locationaudubon, PA
- Num holdings
86
- Value ($000)
$291,241
- Date Filed02/12/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $104.07M | 36 % | 176,793 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $33.92M | 12 % | 482,595 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $23.07M | 8 % | 995,357 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $19.30M | 7 % | 309,710 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $19.04M | 7 % | 165,270 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $7.43M | 3 % | 327,232 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $7.14M | 3 % | 257,576 | ||
SCHA SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $6.69M | 2 % | 258,570 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $5.26M | 2 % | 284,503 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $4.88M | 2 % | 12,162 |
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