VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

Q3 2025 13F Holdings

  • Location
    audubon, PA
  • Num holdings

    84

  • Value ($000)

    $341,953

  • Date Filed
    10/17/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$126.85M
37 %

189,524

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$47.56M
14 %

544,780

S
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$23.35M
7 %

886,380

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$22.20M
7 %

340,214

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$20.60M
6 %

173,394

S
SCHM

SCHWAB STRATEGIC TR

US MID-CAP ETF
808524508
$8.44M
3 %

284,720

S
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
808524102
$8.40M
3 %

326,834

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$7.43M
2 %

319,322

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$5.65M
2 %

56,389

S
SCHA

SCHWAB STRATEGIC TR

US SML CAP ETF
808524607
$5.46M
2 %

195,654

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