VALLEY FORGE INVESTMENT CONSULTANTS INC ADV: 13F holdings
CIK 9206552026Q2
| Positions | 86 |
|---|
| Reported value | $388.3m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 86 (+3 vs prior quarter) |
|---|
| Reported value | $388.3m (+16.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 188,749 | $141.4m | 36.4% |
| IEFA ISHARES TR | 564,841 | $54.6m | 14.0% |
| IJH ISHARES TR | 350,159 | $27.0m | 7.0% |
| IJR ISHARES TR | 178,556 | $26.5m | 6.8% |
| SCHX SCHWAB STRATEGIC TR | 879,414 | $25.9m | 6.7% |
| SCHM SCHWAB STRATEGIC TR | 285,914 | $10.5m | 2.7% |
| SCHB SCHWAB STRATEGIC TR | 324,549 | $9.4m | 2.4% |
| SCHF SCHWAB STRATEGIC TR | 332,069 | $9.2m | 2.4% |
| SCHA SCHWAB STRATEGIC TR | 192,486 | $7.0m | 1.8% |
| AGG ISHARES TR | 51,548 | $5.1m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="920655")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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