| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q2 2024 | 35.5% |
| ISHARES TR | 15 | Q2 2024 | 11.8% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 10.2% |
| ISHARES TR | 15 | Q2 2024 | 7.3% |
| ISHARES TR | 15 | Q2 2024 | 7.3% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 5.1% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 3.5% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 3.4% |
| ISHARES TR | 15 | Q2 2024 | 2.8% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 3.2% |
View VALLEY FORGE INVESTMENT CONSULTANTS INC ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-13 |
| 13F-HR | 2024-08-09 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-03 |
View VALLEY FORGE INVESTMENT CONSULTANTS INC ADV's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.