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CIK: 0000920655
Total reported value
$388.3M
$388.3M
83 檔
46.5%
During the Q2 2024 filing period, Valley Forge Investment Consultants Inc Adv (CIK: 0000920655) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $388.3M across 83 reported positions.
During Q2 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 | 35.51% | +0.61% | +1.89% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 11.68% | -0.44% | +6.75% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 8.14% | — | +1.35% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.63% | +0.06% | +2.28% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.42% | +0.34% | +2.79% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.16% | -0.02% | -0.00% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.60% | +0.02% | -3.54% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.50% | +0.08% | -0.77% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.94% | — | +18.74% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.93% | -0.17% | -5.40% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.70% | — | -0.03% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.16% | -0.12% | — | |
| 13 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.91% | -0.02% | -7.59% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.84% | -0.01% | — | |
| 15 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.83% | -0.07% | -4.09% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.72% | — | -4.33% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.72% | -0.04% | +1.00% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.72% | -0.03% | +16.19% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.65% | +0.03% | -0.22% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 0.64% | -0.01% | -1.77% | |
| 21 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.57% | -0.01% | +0.05% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | — | — | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | +0.02% | +1.87% | |
| 24 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.39% | -0.01% | -17.57% | |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.35% | -0.05% | +7.58% | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.34% | -0.01% | +25.78% | |
| 27 | VV | Vanguard Large-cap ETF | ETF-Other | 0.33% | — | — | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.31% | -0.01% | -14.09% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.29% | +0.39% | +0.81% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | +0.02% | +0.05% | |
| 31 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.27% | -0.07% | -1.41% | |
| 32 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.25% | — | — | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.24% | -0.02% | +0.35% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.24% | — | -20.05% | |
| 35 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.23% | — | +0.46% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | -0.01% | +964.10% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.01% | +1.99% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | -0.01% | +44.49% | |
| 39 | PAYX | Paychex Inc | Stock-Tech | 0.20% | -0.01% | — | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.20% | -0.03% | +106.78% | |
| 41 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.20% | +0.05% | +24.64% | |
| 42 | CB | Chubb Limited | Stock-Financials | 0.19% | -0.02% | — | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.19% | — | -1.09% | |
| 44 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.19% | -0.07% | EXIT | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.19% | — | — | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.19% | — | +0.93% | |
| 47 | VUG | Vanguard Growth ETF | ETF-Other | 0.18% | — | +3.82% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.16% | -0.09% | — | |
| 49 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.16% | +0.01% | +0.36% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.16% | -0.03% | +88.43% |
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 83 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, SCHX) accounted for 46.5% of total reported equity market value during Q2 2024.
During Q2 2024, Valley Forge Investment Consultants Inc Adv's top holdings by market value included IVV (35.5%)、IEFA (11.7%)、SCHX (8.1%). The largest single position, IVV, represented 35.5% of total portfolio value.
In Q2 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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