VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
83 holdingsFiling period: 2026-03-31Current AUM: $375.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 182.8K | $119.4M | $137.2M | 36.57% | -4,230 | 2026-03-31 |
| 2 | IEFA | ISHARES TR | 533.9K | $48.3M | $52.5M | 13.99% | -16,782 | 2026-03-31 |
| 3 | IJH | ISHARES TR | 340.4K | $23.0M | $25.6M | 6.83% | +421 | 2026-03-31 |
| 4 | SCHX | SCHWAB STRATEGIC TR | 868.4K | $22.3M | $25.6M | 6.82% | -9,195 | 2026-03-31 |
| 5 | IJR | ISHARES TR | 174.0K | $21.6M | $25.3M | 6.75% | -- | 2026-03-31 |
| 6 | SCHM | SCHWAB STRATEGIC TR | 290.1K | $9.0M | $10.1M | 2.68% | +1.3K | 2026-03-31 |
| 7 | SCHB | SCHWAB STRATEGIC TR | 324.0K | $8.1M | $9.3M | 2.49% | -2,323 | 2026-03-31 |
| 8 | SCHF | SCHWAB STRATEGIC TR | 319.1K | $7.9M | $8.8M | 2.33% | -7,323 | 2026-03-31 |
| 9 | SCHA | SCHWAB STRATEGIC TR | 195.8K | $5.7M | $6.6M | 1.75% | -2,740 | 2026-03-31 |
| 10 | SCHD | SCHWAB STRATEGIC TR | 147.3K | $4.5M | $4.9M | 1.31% | +7.3K | 2026-03-31 |
| 11 | IWF | ISHARES TR | 9.6K | $4.1M | $4.5M | 1.21% | -326 | 2026-03-31 |
| 12 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 5 | $3.6M | $3.6M | 0.96% | -- | 2026-03-31 |
| 13 | IUSV | ISHARES TR | 33.8K | $3.5M | $3.8M | 1.01% | +8.4K | 2026-03-31 |
| 14 | AGG | ISHARES TR | 31.1K | $3.1M | $3.0M | 0.81% | -27,423 | 2026-03-31 |
| 15 | IUSG | ISHARES TR | 17.9K | $2.8M | $3.3M | 0.88% | +8.8K | 2026-03-31 |
| 16 | SCHV | SCHWAB STRATEGIC TR | 77.2K | $2.4M | $2.6M | 0.70% | -6,799 | 2026-03-31 |
| 17 | SCHG | SCHWAB STRATEGIC TR | 74.1K | $2.2M | $2.5M | 0.67% | -5,065 | 2026-03-31 |
| 18 | SCHP | SCHWAB STRATEGIC TR | 76.3K | $2.0M | $2.0M | 0.53% | -- | 2026-03-31 |
| 19 | VIG | VANGUARD SPECIALIZED FUNDS | 9.2K | $2.0M | $2.2M | 0.58% | -445 | 2026-03-31 |
| 20 | VB | VANGUARD INDEX FDS | 7.2K | $1.9M | $2.1M | 0.57% | -382 | 2026-03-31 |
| 21 | VOO | VANGUARD INDEX FDS | 2.9K | $1.8M | $2.0M | 0.54% | +9 | 2026-03-31 |
| 22 | GOOGL | ALPHABET INC | 5.5K | $1.6M | $1.9M | 0.52% | -1,898 | 2026-03-31 |
| 23 | DFAC | DIMENSIONAL ETF TRUST | 39.6K | $1.5M | $1.8M | 0.47% | -- | 2026-03-31 |
| 24 | VWO | VANGUARD INTL EQUITY INDEX F | 26.9K | $1.5M | $1.6M | 0.42% | -- | 2026-03-31 |
| 25 | EFAV | ISHARES TR | 15.7K | $1.4M | $1.5M | 0.39% | -- | 2026-03-31 |
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