VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
VF VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | Institutional Filer | ▼ 2.97% | $333.6M | 83 |
Current Portfolio Holdings
Showing all 83 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 183K | $119.4M | 35.79% |
| 2 | IEFA | ISHARES TR | — | 534K | $48.3M | 14.49% |
| 3 | IJH | ISHARES TR | — | 340K | $23.0M | 6.89% |
| 4 | SCHX | SCHWAB STRATEGIC TR | — | 868K | $22.3M | 6.67% |
| 5 | IJR | ISHARES TR | — | 174K | $21.6M | 6.48% |
| 6 | SCHM | SCHWAB STRATEGIC TR | — | 290K | $9.0M | 2.69% |
| 7 | SCHB | SCHWAB STRATEGIC TR | — | 324K | $8.1M | 2.44% |
| 8 | SCHF | SCHWAB STRATEGIC TR | — | 319K | $7.9M | 2.37% |
| 9 | SCHA | SCHWAB STRATEGIC TR | — | 196K | $5.7M | 1.71% |
| 10 | SCHD | SCHWAB STRATEGIC TR | — | 147K | $4.5M | 1.35% |
| 11 | IWF | ISHARES TR | — | 10K | $4.1M | 1.22% |
| 12 | BRKA | BERKSHIRE HATHAWAY INC DEL | — | 5 | $3.6M | 1.08% |
| 13 | IUSV | ISHARES TR | — | 34K | $3.5M | 1.03% |
| 14 | AGG | ISHARES TR | — | 31K | $3.1M | 0.92% |
| 15 | IUSG | ISHARES TR | — | 18K | $2.8M | 0.83% |
Showing 1 to 15 of 83 holdings