Valley Forge Investment Consultants Inc Adv Incresed Positions in Q2 2025

Valley Forge Investment Consultants Inc Adv

  • $310 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
245
+ 0.14%
$498.8 - $620.9 $122K - $152K
180K $112M
SCHX
Schwab Strategic Tr Us Large C

ETFs
58.6K
+ 6.48%
$19.6 - $24.44 $1.15M - $1.43M
964K $23.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.47K
+ 1.11%
$51.16 - $62.02 $177K - $215K
315K $19.5M
NVDA
Nvidia Corp

Technology
3.9K
+ 57.15%
$94.31 - $157.99 $368K - $616K
10.7K $1.69M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.13K
+ 2.2%
$19.1 - $23.83 $136K - $170K
332K $7.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.19K
+ 3.21%
$17.76 - $22.1 $163K - $203K
295K $6.53M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
11.8K
+ 4.45%
$22.92 - $28.05 $270K - $331K
277K $7.76M
SCHA
Schwab Strategic Tr Us Small C

ETFs
11.7K
+ 6.3%
$20.42 - $25.3 $239K - $296K
198K $5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1K
+ 104.16%
$416.06 - $551.64 $416K - $552K
1.96K $1.08M
META
Meta Platforms, Inc.

Communication Services
500
+ 101.42%
$484.66 - $738.09 $242K - $369K
993 $732K
AMZN
Amazon Com Inc

Consumer Cyclical
1.27K
+ 41.02%
$167.32 - $223.3 $213K - $284K
4.37K $959K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.7K
+ 19.69%
$73.0 - $85.5 $197K - $231K
16.4K $1.38M
VBK
Vanguard Small Cap Growth ETF

ETFs
888
+ 52.42%
$219.76 - $276.94 $195K - $246K
2.58K $715K
IEMG
Ishares Inc

ETFs
4.63K
+ 45.13%
N/A
14.9K $798K
MSFT
Microsoft Corp

Technology
120
+ 8.4%
$354.56 - $497.45 $42.5K - $59.7K
1.55K $769K
VB
Vanguard Small Cap ETF

ETFs
681
+ 17.71%
$193.73 - $237.37 $132K - $162K
4.53K $1.07M
JPM
Jpmorgan Chase & CO

Financial Services
503
+ 76.1%
$210.28 - $289.91 $106K - $146K
1.16K $337K
GOOG
Alphabet Inc.

Communication Services
340
+ 8.13%
$146.58 - $180.01 $49.8K - $61.2K
4.52K $802K
IWM
Ishares Russell 2000 ETF

ETFs
501
+ 35.66%
$174.82 - $215.79 $87.6K - $108K
1.91K $411K
SPY
Spdr S&P 500 ETF Trust

ETFs
53
+ 3.42%
$496.48 - $617.85 $26.3K - $32.7K
1.6K $989K
VO
Vanguard Mid Cap ETF

ETFs
171
+ 7.51%
$228.54 - $279.83 $39.1K - $47.9K
2.45K $685K
SCHV
Schwab Strategic Tr Us Large C

ETFs
94
+ 0.12%
$23.55 - $27.67 $2.21K - $2.6K
76.4K $2.11M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.1K
+ 5.65%
$48.13 - $49.85 $101K - $105K
39.3K $1.93M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
572
+ 1.03%
$96.84 - $99.46 $55.4K - $56.9K
56.3K $5.58M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
134
+ 2.17%
$114.78 - $133.31 $15.4K - $17.9K
6.3K $839K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
18
+ 0.11%
$24.38 - $30.18 $439 - $543
15.8K $474K
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.08%
$149.23 - $184.95 $149 - $185
1.33K $242K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
23
+ 0.42%
$103.88 - $123.68 $2.39K - $2.84K
5.55K $685K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
763
+ 1.84%
$22.68 - $23.28 $17.3K - $17.8K
42.2K $981K
IWN
Ishares Russell2000 Val ETF

ETFs
10
+ 0.45%
$131.84 - $157.76 $1.32K - $1.58K
2.25K $354K
LMT
Lockheed Martin Corp

Industrials
2
+ 0.33%
$430.82 - $486.45 $862 - $973
613 $283K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
148
+ 1.16%
$24.94 - $25.42 $3.69K - $3.76K
12.9K $329K
VCIT
Vanguard Intermediate Term Cor

ETFs
29
+ 1.18%
$79.56 - $82.92 $2.31K - $2.4K
2.48K $205K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
72
+ 1.31%
$47.89 - $48.65 $3.45K - $3.5K
5.57K $270K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
131
+ 1.03%
$25.04 - $25.18 $3.28K - $3.3K
12.8K $322K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
147
+ 1.1%
$23.96 - $24.27 $3.52K - $3.57K
13.5K $326K
VGIT
Vanguard Intermediate Term Tre

ETFs
33
+ 0.98%
$58.63 - $59.9 $1.93K - $1.98K
3.41K $203K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
141
+ 1.06%
N/A
13.4K $317K
AAPL
Apple Inc.

Technology
318
+ 3.9%
$172.42 - $223.89 $54.8K - $71.2K
8.48K $1.74M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
681
+ 0.5%
$24.32 - $27.87 $16.6K - $19K
138K $3.65M
Activity Summary
Buys All Purchases 53 New Holdings 12 Increased Positions 41 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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