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CIK: 0000920655
Total reported value
$388.3M
$388.3M
87 檔
50.7%
At the close of Q3 2024, Valley Forge Investment Consultants Inc Adv disclosed equity holdings valued at approximately $388.3M, spread across 87 reported holdings.
In Q3 2024, Valley Forge Investment Consultants Inc Adv displayed an active expansion posture, initiating 4 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 35.21% | +0.61% | +2.08% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 12.17% | -0.44% | +5.24% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 8.07% | — | +1.88% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.61% | +0.06% | +1.56% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.55% | +0.34% | +0.98% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.59% | -0.02% | -15.91% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.56% | +0.02% | +0.09% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.52% | +0.08% | +0.61% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.00% | — | +4.48% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.69% | -0.17% | -12.71% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.59% | — | -1.42% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.21% | -0.12% | — | |
| 13 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.91% | -0.02% | +0.42% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.82% | -0.01% | — | |
| 15 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.82% | -0.07% | -1.63% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.79% | -0.04% | +7.61% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.71% | -0.03% | -0.49% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.67% | — | -3.09% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 0.64% | -0.01% | +0.99% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.62% | +0.03% | -0.21% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.60% | -0.09% | +293.75% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | — | +0.35% | |
| 23 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.47% | -0.01% | -13.21% | |
| 24 | SPRY | Ars Pharmaceuticals Inc | Stock-Other | 0.42% | -0.03% | — | |
| 25 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.38% | -0.01% | — | |
| 26 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.36% | -0.05% | +1.30% | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.34% | -0.01% | +5.52% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | +0.02% | +1.61% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.33% | -0.01% | +6.87% | |
| 30 | VV | Vanguard Large-cap ETF | ETF-Other | 0.33% | — | +0.34% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.30% | -0.03% | +48.20% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.30% | +0.39% | +5.06% | |
| 33 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.26% | — | — | |
| 34 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.26% | -0.07% | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.25% | -0.01% | +20.84% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | +0.02% | +0.53% | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.24% | -0.02% | -2.69% | |
| 38 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.24% | — | +0.61% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.22% | — | -8.59% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | -0.01% | +7.13% | |
| 41 | PAYX | Paychex Inc | Stock-Tech | 0.21% | -0.01% | — | |
| 42 | CB | Chubb Limited | Stock-Financials | 0.20% | -0.02% | +1.65% | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.20% | +0.05% | +0.18% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | -0.01% | +3.01% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.20% | — | +3.97% | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.19% | — | — | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.19% | — | +0.28% | |
| 48 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.18% | -0.07% | EXIT | |
| 49 | VUG | Vanguard Growth ETF | ETF-Other | 0.17% | — | -1.00% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.16% | -0.03% | +2.51% |
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 87 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, SCHX) accounted for 50.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
SPRY
市值: $1.2M
Top Position Liquidated / Trimmed
BOND
前期市值: $369.9K
During Q3 2024, Valley Forge Investment Consultants Inc Adv's top holdings by market value included IVV (35.2%)、IEFA (12.2%)、SCHX (8.1%). The largest single position, IVV, represented 35.2% of total portfolio value.
In Q3 2024, Valley Forge Investment Consultants Inc Adv made 44 total portfolio adjustments, initiating 4 new buys, adding to 30 positions, trimming 7 holdings, and fully liquidating 3 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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