The Analysis of VALLEY FORGE INVESTMENT CONSULTANTS INC ADV's Holdings
Currently, VALLEY FORGE INVESTMENT CONSULTANTS INC ADV holds 84 types of securities in its portfolio with a total value $342.0M. In the most recent quarter, they have increased their positions in IVV (+9.4K shares, valued at $6.3M), IEFA (+44.3K shares, valued at $3.9M), IJH (+25.0K shares, valued at $1.6M); decreased their positions in SCHX (-77.5K shares, valued at $2.0M), VTV (-5.2K shares, valued at $964.4K), IWF (-2.0K shares, valued at $919.0K); initiated new positions in VOE (+3.2K shares, valued at $563.7K), GE (+1.5K shares, valued at $464.4K), BA (+1.3K shares, valued at $271.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR189.5K shares5.25%2025-09-302025-10-17
IEFA ISHARES TR544.8K shares8.86%2025-09-302025-10-17 SCHX SCHWAB STRATEGIC TR886.4K shares-8.04%2025-09-302025-10-17 IJH ISHARES TR340.2K shares7.93%2025-09-302025-10-17 IJR ISHARES TR173.4K shares4.28%2025-09-302025-10-17 SCHM SCHWAB STRATEGIC TR284.7K shares2.88%2025-09-302025-10-17 SCHB SCHWAB STRATEGIC TR326.8K shares-1.47%2025-09-302025-10-17 SCHF SCHWAB STRATEGIC TR319.3K shares8.06%2025-09-302025-10-17 AGG ISHARES TR56.4K shares0.19%2025-09-302025-10-17 SCHA SCHWAB STRATEGIC TR195.7K shares-1.01%2025-09-302025-10-17 IWF ISHARES TR9.9K shares-16.49%2025-09-302025-10-17 BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2025-09-302025-10-17 SCHD SCHWAB STRATEGIC TR131.8K shares-4.39%2025-09-302025-10-17 SCHG SCHWAB STRATEGIC TR80.6K shares9.97%2025-09-302025-10-17 IUSV ISHARES TR25.3K shares2.30%2025-09-302025-10-17 SCHV SCHWAB STRATEGIC TR84.1K shares10.09%2025-09-302025-10-17 VTEB VANGUARD MUN BD FDS42.3K shares7.60%2025-09-302025-10-17 VIG VANGUARD SPECIALIZED FUNDS9.4K shares-0.98%2025-09-302025-10-17 VB VANGUARD INDEX FDS7.5K shares66.22%2025-09-302025-10-17 AAPL APPLE INC7.3K shares-13.37%2025-09-302025-10-17 VOO VANGUARD INDEX FDS2.9K shares0.31%2025-09-302025-10-17 NVDA NVIDIA CORPORATION8.7K shares-18.65%2025-09-302025-10-17 IUSG ISHARES TR9.5K shares0.14%2025-09-302025-10-17 DFAC DIMENSIONAL ETF TRUST39.6K shares3.72%2025-09-302025-10-17 VWO VANGUARD INTL EQUITY INDEX F26.1K shares21.07%2025-09-302025-10-17 GOOGL ALPHABET INC5.8K shares-0.31%2025-09-302025-10-17 EFAV ISHARES TR16.4K shares0.00%2025-09-302025-10-17 VYM VANGUARD WHITEHALL FDS8.4K shares33.79%2025-09-302025-10-17 VV VANGUARD INDEX FDS3.6K shares0.28%2025-09-302025-10-17 IEMG ISHARES INC14.9K shares0.01%2025-09-302025-10-17 GOOG ALPHABET INC4.0K shares-11.01%2025-09-302025-10-17 SPY SPDR S&P 500 ETF TR1.4K shares-11.99%2025-09-302025-10-17 SCHZ SCHWAB STRATEGIC TR37.6K shares-10.95%2025-09-302025-10-17 VBK VANGUARD INDEX FDS2.9K shares14.06%2025-09-302025-10-17 SPRY ARS PHARMACEUTICALS INC83.2K shares0.00%2025-09-302025-10-17 VTV VANGUARD INDEX FDS4.3K shares-54.67%2025-09-302025-10-17 VO VANGUARD INDEX FDS2.5K shares1.10%2025-09-302025-10-17 QQQ INVESCO QQQ TR1.2K shares-38.58%2025-09-302025-10-17 HSY HERSHEY CO3.9K shares0.00%2025-09-302025-10-17 MSFT MICROSOFT CORP1.3K shares-12.86%2025-09-302025-10-17 USMV ISHARES TR7.3K shares-0.60%2025-09-302025-10-17 AMZN AMAZON COM INC3.1K shares-29.50%2025-09-302025-10-17 TSM TAIWAN SEMICONDUCTOR MFG LTD2.2K shares-20.69%2025-09-302025-10-17 IWR ISHARES TR6.2K shares0.00%2025-09-302025-10-17 VUG VANGUARD INDEX FDS1.2K shares3.14%2025-09-302025-10-17 PAYX PAYCHEX INC4.6K shares0.00%2025-09-302025-10-17 CB CHUBB LIMITED2.0K shares0.00%2025-09-302025-10-17 VOE VANGUARD INDEX FDS3.2K sharesnew addition2025-09-302025-10-17 META META PLATFORMS INC744 shares-25.08%2025-09-302025-10-17 TBBK BANCORP INC DEL7.0K shares0.00%2025-09-302025-10-17 SCHE SCHWAB STRATEGIC TR15.8K shares0.00%2025-09-302025-10-17 IAU ISHARES GOLD TR7.1K shares0.00%2025-09-302025-10-17 DFAX DIMENSIONAL ETF TRUST16.1K shares7.13%2025-09-302025-10-17 GE GE AEROSPACE1.5K sharesnew addition2025-09-302025-10-17 IJS ISHARES TR3.9K shares-6.10%2025-09-302025-10-17 VOT VANGUARD INDEX FDS1.4K shares48.05%2025-09-302025-10-17 MDYG SPDR SERIES TRUST4.4K shares0.00%2025-09-302025-10-17 IWN ISHARES TR2.2K shares0.00%2025-09-302025-10-17 GLTR ABRDN PRECIOUS METALS BASKET2.3K shares0.00%2025-09-302025-10-17 VT VANGUARD INTL EQUITY INDEX F2.5K shares0.04%2025-09-302025-10-17 IWM ISHARES TR1.4K shares-26.29%2025-09-302025-10-17 BRK.B BERKSHIRE HATHAWAY INC DEL670 shares-10.90%2025-09-302025-10-17 IBDT ISHARES TR13.1K shares1.14%2025-09-302025-10-17 IBDS ISHARES TR13.6K shares1.09%2025-09-302025-10-17 IWB ISHARES TR903 shares0.00%2025-09-302025-10-17 IBDR ISHARES TR13.5K shares1.05%2025-09-302025-10-17 IBDQ ISHARES TR12.9K shares1.06%2025-09-302025-10-17 SLYG SPDR SERIES TRUST3.3K shares0.15%2025-09-302025-10-17 LMT LOCKHEED MARTIN CORP616 shares0.49%2025-09-302025-10-17 ISTB ISHARES TR5.7K shares2.15%2025-09-302025-10-17 BA BOEING CO1.3K sharesnew addition2025-09-302025-10-17 TSLA TESLA INC582 shares-3.96%2025-09-302025-10-17 VIGI VANGUARD WHITEHALL FDS2.8K sharesnew addition2025-09-302025-10-17 IQLT ISHARES TR5.6K sharesnew addition2025-09-302025-10-17 VMC VULCAN MATLS CO714 sharesnew addition2025-09-302025-10-17 VCIT VANGUARD SCOTTSDALE FDS2.5K shares1.21%2025-09-302025-10-17 MLPX GLOBAL X FDS3.3K sharesnew addition2025-09-302025-10-17 JPM JPMORGAN CHASE & CO.661 shares-43.21%2025-09-302025-10-17 VGIT VANGUARD SCOTTSDALE FDS3.4K shares0.97%2025-09-302025-10-17 BCI ABRDN ETFS9.6K sharesnew addition2025-09-302025-10-17 SCHO SCHWAB STRATEGIC TR8.4K sharesnew addition2025-09-302025-10-17 PM PHILIP MORRIS INTL INC1.2K shares-6.24%2025-09-302025-10-17 DLTH DULUTH HLDGS INC13.6K shares-3.06%2025-09-302025-10-17 WGRX WELLGISTICS HEALTH INC23.0K shares0.00%2025-09-302025-10-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available