VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
Q1 2025 13F Holdings
- Locationaudubon, PA
- Num holdings
85
- Value ($000)
$280,944
- Date Filed05/08/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $101.05 M | 36 % | 179,833 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $38.12 M | 14 % | 503,854 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $19.99 M | 7 % | 905,215 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $18.19 M | 7 % | 311,741 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $17.51 M | 6 % | 167,400 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $6.99 M | 3 % | 324,576 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $6.94 M | 3 % | 264,957 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $5.66 M | 2 % | 286,302 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $5.51 M | 2 % | 55,708 | ||
SCHA SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $4.36 M | 2 % | 185,940 |
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