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CIK: 0000920655
Total reported value
$388.3M
$388.3M
86 檔
51.4%
In Q4 2024, Valley Forge Investment Consultants Inc Adv's U.S. equity holdings reached a combined market value of $388.3M, distributed across 86 disclosed stock positions.
In Q4 2024, Valley Forge Investment Consultants Inc Adv displayed an active expansion posture, initiating 3 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 | 35.73% | +0.61% | +1.02% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 11.65% | -0.44% | +7.94% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 7.92% | — | +191.88% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.63% | +0.06% | +1.86% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.54% | +0.34% | +2.94% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.55% | -0.02% | +193.06% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.45% | +0.02% | +191.67% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.30% | +0.08% | +84.40% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.81% | — | +103.73% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.68% | — | +0.22% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.51% | -0.17% | +180.89% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.17% | -0.12% | — | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.05% | +0.39% | +278.25% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.84% | -0.04% | +0.65% | |
| 15 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.81% | -0.01% | — | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.81% | -0.02% | +176.94% | |
| 17 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.78% | -0.07% | +0.59% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.69% | -0.03% | -0.85% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.67% | — | +111.69% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 0.61% | -0.01% | -0.22% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.61% | -0.09% | +5.51% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | — | +0.31% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.53% | +0.03% | +225.01% | |
| 24 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.49% | -0.01% | -0.72% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.41% | -0.01% | +47.39% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | +0.02% | +0.05% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.34% | +0.02% | +25.31% | |
| 28 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.34% | -0.01% | +110.55% | |
| 29 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.34% | -0.01% | — | |
| 30 | VV | Vanguard Large-cap ETF | ETF-Other | 0.33% | — | +0.62% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.33% | -0.01% | +0.78% | |
| 32 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.33% | -0.05% | +0.97% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | — | +182.82% | |
| 34 | SPRY | Ars Pharmaceuticals Inc | Stock-Other | 0.30% | -0.03% | — | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | -0.01% | +25.99% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.28% | -0.03% | -4.52% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | -0.01% | +28.10% | |
| 38 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.24% | — | +0.51% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.23% | -0.02% | +0.47% | |
| 40 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.22% | -0.07% | — | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.22% | — | +0.95% | |
| 42 | PAYX | Paychex Inc | Stock-Tech | 0.22% | -0.01% | — | |
| 43 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.21% | — | -16.64% | |
| 44 | CB | Chubb Limited | Stock-Financials | 0.19% | -0.02% | — | |
| 45 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.19% | +0.05% | +5.24% | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.19% | — | — | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.18% | — | +2.21% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.18% | — | -3.64% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.17% | — | +4.32% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.17% | +0.01% | +71.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +0.8% | +278.25% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.5% | +1.02% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +182.82% | Add |
| 4 | NVDA | Nvidia CORP | +0.2% | +47.39% | Add |
| 5 | VMC | Vulcan Materials Co | +0.1% | NEW | New buy |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | +25.31% | Add |
| 7 | IWF | Ishares Russell 1000 Growth | +0.1% | +0.22% | Add |
| 8 | AMZN | Amazon.com Inc | +0.1% | +25.99% | Add |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +71.30% | Add |
| 10 | BX | Blackstone Inc | +0.1% | NEW | New buy |
| 11 | AAPL | Apple Inc | +0.1% | +0.65% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.1% | +52.65% | Add |
| 13 | MSFT | Microsoft CORP | +0.1% | +28.10% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | 0% | +0.05% | Add |
| 15 | LLY | Eli Lilly & Co | 0% | NEW | New buy |
| 16 | IJH | Ishares Core S&p Midcap ETF | 0% | +1.86% | Add |
| 17 | TSLA | Tesla Inc | 0% | -6.91% | Trim |
| 18 | IUSG | Ishares Core S&p U.s. Growth | 0% | -0.72% | Trim |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +5.51% | Add |
| 20 | VOO | Vanguard S&p 500 ETF | 0% | +0.31% | Add |
| 21 | SCHO | Schwab Short-term US Treas | — | +110.55% | Add |
| 22 | IJR | Ishares Core S&p Small-cap E | 0% | +2.94% | Add |
| 23 | AMBP | Ardagh Metal Packaging S.A. | 0% | EXIT | Sold out |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -4.95% | Trim |
| 25 | JNJ | Johnson & Johnson | 0% | -60.31% | Trim |
| 26 | LMT | Lockheed Martin CORP | 0% | +0.33% | Add |
| 27 | CVX | Chevron CORP | 0% | -79.17% | Trim |
| 28 | VYM | Vanguard High Dvd Yield ETF | 0% | -4.52% | Trim |
| 29 | VIG | Vanguard Dividend Apprec ETF | 0% | -0.85% | Trim |
| 30 | IEMG | Ishares Core Msci Emerging | 0% | +2.21% | Add |
| 31 | VEA | Vanguard Ftse Developed ETF | 0% | +4.32% | Add |
| 32 | EFAV | Ishares Msci Eafe Min Vol Fa | 0% | +0.97% | Add |
| 33 | VTV | Vanguard Value ETF | 0% | -0.22% | Trim |
| 34 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | 0% | -21.24% | Trim |
| 35 | HSY | Hershey Co/the | 0% | — | Unchanged |
| 36 | DFAX | Dimensional World Ex US Core | 0% | — | Unchanged |
| 37 | IUSV | Ishares Core S&p U.s. Value | 0% | +0.59% | Add |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 39 | IJS | Ishares S&p Small-cap 600 Va | -0.1% | -16.64% | Trim |
| 40 | QCOM | Qualcomm Inc | -0.1% | EXIT | Sold out |
| 41 | SCHG | Schwab US Large-cap Growth | -0.1% | +225.01% | Add |
| 42 | SCHV | Schwab US Large-cap Value | -0.1% | +176.94% | Add |
| 43 | SCHM | Schwab US Mid Cap ETF | -0.1% | +191.67% | Add |
| 44 | SPRY | Ars Pharmaceuticals Inc | -0.1% | — | Unchanged |
| 45 | IBDP | Ishares Ibonds Dec 2024 Term | -0.1% | EXIT | Sold out |
| 46 | SCHX | Schwab US Large-cap ETF | -0.2% | +191.88% | Add |
| 47 | SCHD | Schwab US Dvd Equity ETF | -0.2% | +180.89% | Add |
| 48 | SCHF | Schwab Intl Equity ETF | -0.2% | +103.73% | Add |
| 49 | SCHA | Schwab US Small-cap ETF | -0.2% | +84.40% | Add |
| 50 | IEFA | Ishares Core Msci Eafe ETF | -0.5% | +7.94% | Add |
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 86 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, SCHX) accounted for 51.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
VMC
市值: $367.2K
Top Position Liquidated / Trimmed
IBDP
前期市值: $365.9K
During Q4 2024, Valley Forge Investment Consultants Inc Adv's top holdings by market value included IVV (35.7%)、IEFA (11.7%)、SCHX (7.9%). The largest single position, IVV, represented 35.7% of total portfolio value.
In Q4 2024, Valley Forge Investment Consultants Inc Adv made 46 total portfolio adjustments, initiating 3 new buys, adding to 30 positions, trimming 10 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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