The Analysis of VALLEY FORGE INVESTMENT CONSULTANTS INC ADV's Holdings
Currently, VALLEY FORGE INVESTMENT CONSULTANTS INC ADV holds 80 types of securities in its portfolio with a total value $343.9M. In the most recent quarter, they have increased their positions in IEFA (+5.9K shares, valued at $531.6K), N/A (+1.6K shares, valued at $492.1K), SLV (+3.8K shares, valued at $247.4K); decreased their positions in IVV (-2.5K shares, valued at $1.7M), VTEB (-19.5K shares, valued at $979.1K), NVDA (-5.0K shares, valued at $936.4K); initiated new positions in SLV (+3.8K shares, valued at $247.4K), LLY (+223 shares, valued at $239.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR187.1K shares-1.30%2025-12-312026-02-12
IEFA ISHARES TR550.7K shares1.09%2025-12-312026-02-12 SCHX SCHWAB STRATEGIC TR877.6K shares-0.99%2025-12-312026-02-12 IJH ISHARES TR340.0K shares-0.06%2025-12-312026-02-12 IJR ISHARES TR174.0K shares0.37%2025-12-312026-02-12 SCHM SCHWAB STRATEGIC TR288.8K shares1.42%2025-12-312026-02-12 SCHB SCHWAB STRATEGIC TR326.4K shares-0.15%2025-12-312026-02-12 SCHF SCHWAB STRATEGIC TR326.5K shares2.24%2025-12-312026-02-12 AGG ISHARES TR58.5K shares3.70%2025-12-312026-02-12 SCHA SCHWAB STRATEGIC TR198.5K shares1.47%2025-12-312026-02-12 IWF ISHARES TR9.9K shares-0.48%2025-12-312026-02-12 SCHD SCHWAB STRATEGIC TR140.0K shares6.24%2025-12-312026-02-12 BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2025-12-312026-02-12 IUSV ISHARES TR25.4K shares0.36%2025-12-312026-02-12 SCHG SCHWAB STRATEGIC TR79.1K shares-1.78%2025-12-312026-02-12 SCHV SCHWAB STRATEGIC TR84.0K shares-0.20%2025-12-312026-02-12 ALPHABET INC ALPHABET INC7.4K shares27.19%2025-12-312026-02-12 VIG VANGUARD SPECIALIZED FUNDS9.6K shares2.18%2025-12-312026-02-12 VB VANGUARD INDEX FDS7.6K shares0.89%2025-12-312026-02-12 DFAC DIMENSIONAL ETF TRUST39.6K shares0.00%2025-12-312026-02-12 AAPL APPLE INC5.6K shares-23.34%2025-12-312026-02-12 IUSG ISHARES TR9.1K shares-3.99%2025-12-312026-02-12 VWO VANGUARD INTL EQUITY INDEX F26.9K shares3.23%2025-12-312026-02-12 EFAV ISHARES TR15.7K shares-4.52%2025-12-312026-02-12 VYM VANGUARD WHITEHALL FDS8.4K shares-0.24%2025-12-312026-02-12 VTEB VANGUARD MUN BD FDS22.8K shares-46.07%2025-12-312026-02-12 VV VANGUARD INDEX FDS3.6K shares0.56%2025-12-312026-02-12 ALPHABET INC ALPHABET INC3.3K shares-18.65%2025-12-312026-02-12 IEMG ISHARES INC15.1K shares1.21%2025-12-312026-02-12 SPRY ARS PHARMACEUTICALS INC83.2K shares0.00%2025-12-312026-02-12 SPY SPDR S&P 500 ETF TR1.4K shares0.07%2025-12-312026-02-12 VBK VANGUARD INDEX FDS2.9K shares0.14%2025-12-312026-02-12 VTV VANGUARD INDEX FDS4.3K shares0.96%2025-12-312026-02-12 VO VANGUARD INDEX FDS2.5K shares-0.85%2025-12-312026-02-12 HSY HERSHEY CO3.9K shares0.00%2025-12-312026-02-12 NVDA NVIDIA CORPORATION3.7K shares-57.57%2025-12-312026-02-12 USMV ISHARES TR7.3K shares0.00%2025-12-312026-02-12 CB CHUBB LIMITED2.0K shares-1.62%2025-12-312026-02-12 SCHZ SCHWAB STRATEGIC TR25.8K shares-31.36%2025-12-312026-02-12 IWR ISHARES TR6.2K shares0.00%2025-12-312026-02-12 VUG VANGUARD INDEX FDS1.2K shares-0.41%2025-12-312026-02-12 VOE VANGUARD INDEX FDS3.2K shares0.40%2025-12-312026-02-12 AMZN AMAZON COM INC2.3K shares-24.33%2025-12-312026-02-12 VOT VANGUARD INDEX FDS1.9K shares35.44%2025-12-312026-02-12 DFAX DIMENSIONAL ETF TRUST16.1K shares0.00%2025-12-312026-02-12 SCHE SCHWAB STRATEGIC TR16.0K shares1.45%2025-12-312026-02-12 PAYX PAYCHEX INC4.6K shares0.00%2025-12-312026-02-12 MSFT MICROSOFT CORP1.0K shares-22.54%2025-12-312026-02-12 TBBK BANCORP INC DEL7.0K shares0.00%2025-12-312026-02-12 GLTR ABRDN PRECIOUS METALS BASKET2.3K shares0.00%2025-12-312026-02-12 IWN ISHARES TR2.2K shares0.00%2025-12-312026-02-12 MDYG SPDR SERIES TRUST4.4K shares-0.07%2025-12-312026-02-12 META META PLATFORMS INC546 shares-26.61%2025-12-312026-02-12 VT VANGUARD INTL EQUITY INDEX F2.5K shares0.08%2025-12-312026-02-12 IWM ISHARES TR1.4K shares0.00%2025-12-312026-02-12 IWB ISHARES TR903 shares0.00%2025-12-312026-02-12 IBDT ISHARES TR13.2K shares1.15%2025-12-312026-02-12 IBDS ISHARES TR13.8K shares1.08%2025-12-312026-02-12 IBDR ISHARES TR13.7K shares1.05%2025-12-312026-02-12 SLYG SPDR SERIES TRUST3.3K shares0.09%2025-12-312026-02-12 LMT LOCKHEED MARTIN CORP618 shares0.32%2025-12-312026-02-12 IJS ISHARES TR2.5K shares-35.65%2025-12-312026-02-12 ISTB ISHARES TR5.8K shares1.39%2025-12-312026-02-12 TSLA TESLA INC579 shares-0.52%2025-12-312026-02-12 VIGI VANGUARD WHITEHALL FDS2.8K shares0.00%2025-12-312026-02-12 IQLT ISHARES TR5.6K shares0.00%2025-12-312026-02-12 SLV ISHARES SILVER TR3.8K sharesnew addition2025-12-312026-02-12 SCHO SCHWAB STRATEGIC TR10.0K shares19.21%2025-12-312026-02-12 LLY ELI LILLY & CO223 sharesnew addition2025-12-312026-02-12 VCIT VANGUARD SCOTTSDALE FDS2.6K shares1.55%2025-12-312026-02-12 VGIT VANGUARD SCOTTSDALE FDS3.5K shares1.25%2025-12-312026-02-12 VMC VULCAN MATLS CO714 shares0.00%2025-12-312026-02-12 MLPX GLOBAL X FDS3.3K shares0.00%2025-12-312026-02-12 JPM JPMORGAN CHASE & CO.626 shares-5.30%2025-12-312026-02-12 DLTH DULUTH HLDGS INC13.6K shares0.00%2025-12-312026-02-12 WGRX WELLGISTICS HEALTH INC23.0K shares0.00%2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available