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CIK: 0000920655
Total reported value
$388.3M
$388.3M
85 檔
44.6%
In Q1 2024, Valley Forge Investment Consultants Inc Adv's U.S. equity holdings reached a combined market value of $388.3M, distributed across 85 disclosed stock positions.
During Q1 2024, Valley Forge Investment Consultants Inc Adv's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 34.50% | +0.61% | +4.00% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 11.52% | -0.44% | +24.87% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 8.00% | — | -3.86% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.93% | +0.06% | +436.65% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.67% | +0.34% | +5.63% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.16% | -0.02% | +0.26% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.91% | +0.02% | +27.03% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.70% | +0.08% | +2.59% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.19% | -0.17% | -8.38% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.71% | — | -17.59% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.62% | — | -14.84% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.24% | -0.12% | — | |
| 13 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.04% | -0.02% | +221.63% | |
| 14 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.92% | -0.07% | +168.73% | |
| 15 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.85% | -0.01% | — | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.79% | — | +4.12% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 0.68% | -0.01% | -0.60% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.64% | -0.03% | +1.18% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.62% | +0.03% | -30.49% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.60% | -0.04% | +0.07% | |
| 21 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.54% | -0.01% | -3.60% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | — | +43.01% | |
| 23 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.48% | -0.01% | — | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.39% | -0.01% | +0.09% | |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.34% | -0.05% | — | |
| 26 | VV | Vanguard Large-cap ETF | ETF-Other | 0.33% | — | +0.34% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.02% | — | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.32% | — | +0.09% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.30% | +0.39% | +16.47% | |
| 30 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.30% | -0.07% | — | |
| 31 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.28% | -0.01% | +3.71% | |
| 32 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.28% | — | -23.02% | |
| 33 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.25% | — | -14.03% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.25% | -0.02% | -2.08% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.25% | +0.02% | — | |
| 36 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.22% | -0.07% | EXIT | |
| 37 | PAYX | Paychex Inc | Stock-Tech | 0.22% | -0.01% | — | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | -0.01% | +8.47% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.20% | — | -25.39% | |
| 40 | CB | Chubb Limited | Stock-Financials | 0.20% | -0.02% | — | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.20% | — | -10.97% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.19% | — | +32.01% | |
| 43 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.17% | +0.01% | +0.18% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.17% | — | +0.08% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.17% | -0.09% | — | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | -0.01% | — | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.16% | +0.05% | -6.10% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | -0.01% | -13.40% | |
| 49 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.14% | — | -17.61% | |
| 50 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.14% | — | +1.16% |
According to official SEC Form 13F filings, Valley Forge Investment Consultants Inc Adv reported a total U.S. public equity portfolio value of $388.3M across 85 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, SCHX) accounted for 44.6% of total reported equity market value during Q1 2024.
During Q1 2024, Valley Forge Investment Consultants Inc Adv's top holdings by market value included IVV (34.5%)、IEFA (11.5%)、SCHX (8.0%). The largest single position, IVV, represented 34.5% of total portfolio value.
In Q1 2024, Valley Forge Investment Consultants Inc Adv made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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