Valley Forge Investment Consultants Inc Adv Incresed Positions in Q1 2025

Valley Forge Investment Consultants Inc Adv

  • $280 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
21.3K
+ 4.41%
$69.57 - $78.65 $1.48M - $1.67M
504K $38.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
24K
+ 75.92%
$95.85 - $99.25 $2.3M - $2.39M
55.7K $5.51M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.8K
+ 0.63%
$18.36 - $20.51 $33K - $36.9K
286K $5.66M
SCHG
Schwab Strategic Tr Us Large C

ETFs
18.7K
+ 33.64%
$24.91 - $29.02 $465K - $541K
74.1K $1.86M
IAU
Ishares Gold Trust

ETFs
3.72K
+ 83.68%
$49.74 - $58.96 $185K - $219K
8.17K $481K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.04K
+ 40.26%
$42.5 - $46.71 $172K - $189K
14.1K $636K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
260
+ 1.93%
$69.81 - $78.9 $18.2K - $20.5K
13.7K $1.07M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.94K
+ 5.51%
$49.25 - $50.66 $95.6K - $98.4K
37.2K $1.84M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
26
+ 0.35%
$87.68 - $94.52 $2.28K - $2.46K
7.51K $703K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
179
+ 3.37%
$47.59 - $48.35 $8.52K - $8.65K
5.5K $265K
C
Citigroup Inc

Financial Services
1
+ 0.37%
$67.23 - $84.63 $67.2 - $84.6
270 $19K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
98
+ 0.4%
$90.0 - $96.32 $8.82K - $9.44K
24.7K $2.28M
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.04%
$115.08 - $123.97 $115 - $124
2.53K $293K
VOT
Vanguard Mid Cap Growth Index

ETFs
2
+ 0.21%
$237.72 - $276.98 $475 - $554
949 $232K
LMT
Lockheed Martin Corp

Industrials
2
+ 0.33%
$423.19 - $506.29 $846 - $1.01K
611 $272K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
21
+ 0.38%
$117.4 - $131.02 $2.47K - $2.75K
5.52K $661K
IWN
Ishares Russell2000 Val ETF

ETFs
7
+ 0.31%
$149.27 - $169.4 $1.04K - $1.19K
2.24K $338K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1
+ 0.02%
$80.73 - $94.96 $80.7 - $95
4.23K $351K
VMC
Vulcan Materials CO

Basic Materials
2
+ 0.14%
$220.9 - $277.54 $442 - $555
1.43K $333K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.06%
$551.42 - $612.93 $551 - $613
1.55K $865K
VV
Vanguard Large Cap ETF

ETFs
13
+ 0.36%
$253.32 - $282.66 $3.29K - $3.67K
3.58K $919K
VBK
Vanguard Small Cap Growth ETF

ETFs
2
+ 0.12%
$247.97 - $296.33 $496 - $593
1.69K $426K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11
+ 0.38%
$507.05 - $563.67 $5.58K - $6.2K
2.91K $1.49M
GOOGL
Alphabet Inc.

Communication Services
204
+ 3.58%
$154.33 - $206.19 $31.5K - $42.1K
5.9K $911K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.38K
+ 2.87%
$25.58 - $29.24 $189K - $216K
265K $6.94M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.03K
+ 0.66%
$57.21 - $65.8 $116K - $134K
312K $18.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.13K
+ 1.29%
$102.49 - $119.96 $218K - $256K
167K $17.5M
IVV
Ishares Core S&P 500 ETF

ETFs
3.04K
+ 1.72%
$554.06 - $615.85 $1.68M - $1.87M
180K $101M
Activity Summary
Buys All Purchases 33 New Holdings 4 Increased Positions 29 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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