VALLEY FORGE INVESTMENT CONSULTANTS INC ADV holdings history

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111 is the total number of securities VALLEY FORGE INVESTMENT CONSULTANTS INC ADV has owned. The longest VALLEY FORGE INVESTMENT CONSULTANTS INC ADV has owned a single stock is 12 quarters.

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVV ISHARES TR121222.82%28.03%30.64%Q4 2020Q3 202312
IEFA ISHARES TR12127.05%10.42%11.82%Q4 2020Q3 202312
SCHX SCHWAB STRATEGIC TR12127.64%8.55%10.17%Q4 2020Q3 202312
IJR ISHARES TR12125.76%6.82%7.27%Q4 2020Q3 202312
IJH ISHARES TR12125.51%6.61%7.27%Q4 2020Q3 202312
SCHB SCHWAB STRATEGIC TR12123.16%3.77%5.07%Q4 2020Q3 202312
SCHM SCHWAB STRATEGIC TR12122.68%3.09%3.52%Q4 2020Q3 202312
SCHA SCHWAB STRATEGIC TR12122.16%2.82%3.35%Q4 2020Q3 202312
IWF ISHARES TR12121.75%2.27%2.81%Q4 2020Q3 202312
SCHD SCHWAB STRATEGIC TR12121.44%2.14%3.23%Q4 2020Q3 202312
SCHF SCHWAB STRATEGIC TR12121.17%1.77%2.21%Q4 2020Q3 202312
IUSV ISHARES TR12120.99%1.39%2.05%Q4 2020Q3 202312
SCHV SCHWAB STRATEGIC TR12120.94%1.29%1.66%Q4 2020Q3 202312
SCHZ SCHWAB STRATEGIC TR12120.77%1.19%1.97%Q4 2020Q3 202312
BRKA BERKSHIRE HATHAWAY INC...12121.00%1.19%1.51%Q4 2020Q3 202312
AGG ISHARES TR12120.35%1.13%2.84%Q4 2020Q3 202312
SCHG SCHWAB STRATEGIC TR12120.55%0.95%1.44%Q4 2020Q3 202312
ICSH ISHARES TR12120.13%0.84%2.91%Q4 2020Q3 202312
AAPL APPLE INC12120.42%0.82%1.00%Q4 2020Q3 202312
VTV VANGUARD INDEX FDS12120.58%0.76%1.02%Q4 2020Q3 202312
VIG VANGUARD SPECIALIZED F...12120.63%0.76%1.04%Q4 2020Q3 202312
EFAV ISHARES TR12120.41%0.65%0.96%Q4 2020Q3 202312
VEA VANGUARD TAX-MANAGED I...12120.14%0.59%1.02%Q4 2020Q3 202312
IJS ISHARES TR12120.38%0.51%0.67%Q4 2020Q3 202312
VB VANGUARD INDEX FDS12120.37%0.51%0.83%Q4 2020Q3 202312
IUSG ISHARES TR12120.34%0.44%0.60%Q4 2020Q3 202312
VV VANGUARD INDEX FDS12120.32%0.43%0.50%Q4 2020Q3 202312
IEMG ISHARES INC12120.14%0.39%0.69%Q4 2020Q3 202312
SCHE SCHWAB STRATEGIC TR12120.21%0.39%0.60%Q4 2020Q3 202312
VO VANGUARD INDEX FDS12120.29%0.39%0.51%Q4 2020Q3 202312
VUG VANGUARD INDEX FDS12120.15%0.39%0.82%Q4 2020Q3 202312
IJJ ISHARES TR12120.29%0.38%0.46%Q4 2020Q3 202312
IWR ISHARES TR12120.25%0.29%0.34%Q4 2020Q3 202312
MDYG SPDR SER TR12120.22%0.27%0.43%Q4 2020Q3 202312
SPY SPDR S&P 500 ETF TR12120.12%0.24%0.38%Q4 2020Q3 202312
IXUS ISHARES TR12120.13%0.24%0.35%Q4 2020Q3 202312
BOND PIMCO ETF TR12120.16%0.21%0.36%Q4 2020Q3 202312
IWM ISHARES TR12120.10%0.20%0.30%Q4 2020Q3 202312
CB CHUBB LIMITED12120.17%0.20%0.27%Q4 2020Q3 202312
BRKB BERKSHIRE HATHAWAY INC...12120.11%0.19%0.27%Q4 2020Q3 202312
IWN ISHARES TR12120.13%0.17%0.24%Q4 2020Q3 202312
JNJ JOHNSON & JOHNSON12120.04%0.14%0.26%Q4 2020Q3 202312
VT VANGUARD INTL EQUITY I...12120.11%0.13%0.21%Q4 2020Q3 202312
MSFT MICROSOFT CORP12120.07%0.12%0.17%Q4 2020Q3 202312
JPM JPMORGAN CHASE & CO12120.03%0.04%0.05%Q4 2020Q3 202312
GM GENERAL MTRS CO12120.00%0.01%0.02%Q4 2020Q3 202312
VOD VODAFONE GROUP PLC NEW12120.01%0.01%0.02%Q4 2020Q3 202312
LBTYK LIBERTY GLOBAL PLC12120.01%0.01%0.02%Q4 2020Q3 202312
C CITIGROUP INC12120.00%0.01%0.01%Q4 2020Q3 202312
MGA MAGNA INTL INC12120.00%0.01%0.01%Q4 2020Q3 202312
JPST J P MORGAN EXCHANGE-TR...11110.15%0.50%1.88%Q4 2020Q2 202311
SLYG SPDR SER TR11110.26%0.33%0.39%Q1 2021Q3 202311
GOOGL ALPHABET INC11110.10%0.23%0.33%Q1 2021Q3 202311
ITOT ISHARES TR11110.12%0.17%0.34%Q1 2021Q3 202311
AMZN AMAZON COM INC830.08%0.14%0.23%Q4 2020Q3 202311
DLTH DULUTH HLDGS INC11110.04%0.10%0.26%Q1 2021Q3 202311
CVX CHEVRON CORP NEW1010.01%0.01%0.01%Q4 2020Q3 202311
VOO VANGUARD INDEX FDS910.21%0.44%0.59%Q4 2020Q3 202310
HSY HERSHEY CO10100.34%0.42%0.52%Q2 2021Q3 202310
ISTB ISHARES TR990.13%0.40%0.78%Q4 2020Q4 20229
USMV ISHARES TR990.24%0.28%0.38%Q3 2021Q3 20239
ARMK ARAMARK990.12%0.23%0.63%Q4 2020Q4 20229
GOOG ALPHABET INC990.07%0.16%0.25%Q3 2021Q3 20239
FENC FENNEC PHARMACEUTICALS...880.08%0.16%0.26%Q4 2020Q3 20228
SLV ISHARES SILVER TR880.11%0.12%0.14%Q2 2021Q1 20238
ESGD ISHARES TR770.21%0.64%1.06%Q1 2022Q3 20237
RSP INVESCO EXCHANGE TRADE...770.14%0.25%0.32%Q4 2020Q2 20227
SPG SIMON PPTY GROUP INC NEW430.09%0.11%0.13%Q3 2021Q3 20237
ESGE ISHARES INC330.15%0.31%0.49%Q1 2022Q3 20236
SCHO SCHWAB STRATEGIC TR660.12%0.19%0.26%Q2 2022Q3 20236
IDLV INVESCO EXCH TRADED FD...660.13%0.15%0.17%Q2 2021Q3 20226
NEM NEWMONT CORP660.09%0.14%0.18%Q4 2020Q1 20226
IWB ISHARES TR510.09%0.11%0.14%Q1 2021Q3 20236
FDX FEDEX CORP660.00%0.01%0.01%Q2 2022Q3 20236
BSV VANGUARD BD INDEX FDS320.09%0.71%1.68%Q4 2020Q1 20225
VNLA JANUS DETROIT STR TR550.13%0.39%0.94%Q4 2020Q4 20215
PAYX PAYCHEX INC410.24%0.26%0.28%Q1 2022Q3 20235
DIS DISNEY WALT CO550.09%0.15%0.20%Q1 2021Q1 20225
QQQ INVESCO QQQ TR410.10%0.14%0.27%Q2 2021Q3 20235
VWO VANGUARD INTL EQUITY I...410.09%0.13%0.17%Q3 2021Q4 20225
IWD ISHARES TR550.10%0.11%0.12%Q4 2021Q4 20225
FB META PLATFORMS INC320.06%0.08%0.11%Q2 2021Q3 20235
VTEB VANGUARD MUN BD FDS440.19%0.21%0.22%Q4 2022Q3 20234
LWLG LIGHTWAVE LOGIC INC310.08%0.12%0.17%Q2 2022Q3 20234
ESGU ISHARES TR440.12%0.12%0.12%Q1 2022Q4 20224
VYM VANGUARD WHITEHALL FDS440.10%0.12%0.12%Q4 2022Q3 20234
GLTR ABRDN PRECIOUS METALS ...220.10%0.10%0.11%Q1 2022Q1 20234
HUMACYTE INC220.02%0.04%0.07%Q3 2021Q3 20224
VGT VANGUARD WORLD FDS210.10%0.37%0.51%Q4 2020Q4 20213
VBK VANGUARD INDEX FDS330.16%0.18%0.19%Q1 2023Q3 20233
LMT LOCKHEED MARTIN CORP210.11%0.12%0.14%Q3 2022Q3 20233
IAU ISHARES GOLD TR210.10%0.11%0.13%Q2 2021Q2 20233
TSLA TESLA INC210.09%0.10%0.10%Q4 2021Q3 20223
REAL THE REALREAL INC330.02%0.05%0.09%Q1 2022Q3 20223
LUMN LUMEN TECHNOLOGIES INC330.01%0.01%0.01%Q1 2022Q3 20223
HDV ISHARES TR220.19%0.38%0.57%Q4 2020Q1 20212
GNMA ISHARES TR220.08%0.09%0.09%Q4 2021Q1 20222
FLOT ISHARES TR111.03%1.03%1.03%Q1 2022Q1 20221
DFAC DIMENSIONAL ETF TRUST110.82%0.82%0.82%Q3 2023Q3 20231
DIMENSIONAL ETF TRUST110.59%0.59%0.59%Q3 2023Q3 20231
DIMENSIONAL ETF TRUST110.52%0.52%0.52%Q3 2023Q3 20231
DIMENSIONAL ETF TRUST110.50%0.50%0.50%Q3 2023Q3 20231
SO SOUTHERN CO110.47%0.47%0.47%Q4 2020Q4 20201
LEN LENNAR CORP110.17%0.17%0.17%Q3 2022Q3 20221
XMLV INVESCO EXCH TRADED FD...110.15%0.15%0.15%Q2 2021Q2 20211
FPX FIRST TR EXCHANGE TRAD...110.14%0.14%0.14%Q2 2021Q2 20211
VXUS VANGUARD STAR FDS110.11%0.11%0.11%Q2 2021Q2 20211
NVDA NVIDIA CORPORATION110.08%0.08%0.08%Q3 2023Q3 20231
AHAC ALPHA HEALTHCARE ACQUI...110.06%0.06%0.06%Q2 2021Q2 20211
SINCLAIR INC110.06%0.06%0.06%Q3 2023Q3 20231
FLOW SPX FLOW INC110.02%0.02%0.02%Q4 2020Q4 20201
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The securities at the top of the list , including ISHARES TR, ISHARES TR, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of VALLEY FORGE INVESTMENT CONSULTANTS INC ADV.

The conviction is calculated by counting the number of quarters a security has been reported by VALLEY FORGE INVESTMENT CONSULTANTS INC ADV. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that VALLEY FORGE INVESTMENT CONSULTANTS INC ADV owns currently or has owned in the past.