VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
CIK 920655 · Holdings on Jun 30, 2026 · First reported Aug 7, 2026
Top ten holdings
Q2 2026- IVV36.40%
- IEFA14.05%
- IJH6.95%
- IJR6.82%
- SCHX6.67%
- SCHM2.71%
- SCHB2.42%
- SCHF2.37%
- SCHA1.79%
- AGG1.31%
Share classes counted separately81.49%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IVVWeight increased · +0.61 pp35.79% → 36.40%Shares +5.92K (+3.24%)
- IEFAWeight decreased · -0.44 pp14.49% → 14.05%Shares +30.90K (+5.79%)
- AGGWeight increased · +0.39 pp0.92% → 1.31%Shares +20.50K (+66.02%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $141.35M | 36.40% | 188.75K shares | 35.79% → 36.40%+0.61 pp +5.92K (+3.24%) | Added | ▾ |
| 02 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $54.55M | 14.05% | 564.84K shares | 14.49% → 14.05%-0.44 pp +30.90K (+5.79%) | Added | ▾ |
| 03 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $27.00M | 6.95% | 350.16K shares | 6.89% → 6.95%+0.06 pp +9.74K (+2.86%) | Added | ▾ |
| 04 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $26.48M | 6.82% | 178.56K shares | 6.48% → 6.82%+0.34 pp +4.52K (+2.60%) | Added | ▾ |
| 05 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $25.88M | 6.67% | 879.41K shares | 6.67% → 6.67%+0.00 pp +11.01K (+1.27%) | Added | ▾ |
| 06 | SCHMSCHWAB US MID CAP ETFUS MID-CAP ETF View history and evidence | $10.54M | 2.71% | 285.91K shares | 2.69% → 2.71%+0.02 pp -4.18K (-1.44%) | Reduced | ▾ |
| 07 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $9.40M | 2.42% | 324.55K shares | 2.44% → 2.42%-0.02 pp +512 (+0.16%) | Added | ▾ |
| 08 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $9.20M | 2.37% | 332.07K shares | 2.37% → 2.37%+0.00 pp +12.93K (+4.05%) | Added | ▾ |
| 09 | SCHASCHWAB US SMALL-CAP ETFUS SML CAP ETF View history and evidence | $6.95M | 1.79% | 192.49K shares | 1.71% → 1.79%+0.08 pp -3.31K (-1.69%) | Reduced | ▾ |
| 10 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $5.10M | 1.31% | 51.55K shares | 0.92% → 1.31%+0.39 pp +20.50K (+66.02%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SCHP SCHWAB U.S. TIPS ETF | Non-derivative | -76,286 | -$2.03M | SEC filing ↗ | SEC filing ↗ |
| IAU ISHARES GOLD TRUST | Non-derivative | -3,776 | -$332.89K | SEC filing ↗ | SEC filing ↗ |
| MDYG SS SPDR S&P 400 MC GR ETF | Non-derivative | -2,524 | -$242.20K | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 920655 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 388292873
}Research all 86 reported holdings.
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