VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
Q2 2025 13F Holdings
- Locationaudubon, PA
- Num holdings
94
- Value ($000)
$312,114
- Date Filed08/14/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $111.81M | 36 % | 180,078 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $41.78M | 13 % | 500,448 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $23.56M | 8 % | 963,847 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $19.55M | 6 % | 315,209 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $18.17M | 6 % | 166,280 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $7.90M | 3 % | 331,709 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $7.76M | 3 % | 276,753 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $6.53M | 2 % | 295,496 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $5.58M | 2 % | 56,280 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $5.05M | 2 % | 11,898 |
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