HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
161,781 | +5,208 | $77,272 |
| IVV | 161,781 | +5,208 | $77,272 |
| ISHARES TR (IEFA) |
318,693 | -55,672 | $22,420 |
| IEFA | 318,693 | -55,672 | $22,420 |
| SCHWAB STRATEGIC TR |
343,537 | -62,734 | $19,375 |
| SCHX | 343,537 | -62,734 | $19,375 |
| ISHARES TR (IJR) |
146,435 | +1,523 | $15,852 |
| IJR | 146,435 | +1,523 | $15,852 |
| ISHARES TR (IJH) |
54,541 | -871 | $15,116 |
| IJH | 54,541 | -871 | $15,116 |
| SCHWAB STRATEGIC TR |
132,446 | -15,596 | $7,373 |
| SCHB | 132,446 | -15,596 | $7,373 |
| SCHWAB STRATEGIC TR |
136,905 | -18,117 | $6,467 |
| SCHA | 136,905 | -18,117 | $6,467 |
| SCHWAB STRATEGIC TR |
75,831 | -7,979 | $5,773 |
| SCHD | 75,831 | -7,979 | $5,773 |
| SCHWAB STRATEGIC TR |
72,005 | -23,154 | $5,423 |
| SCHM | 72,005 | -23,154 | $5,423 |
| SCHWAB STRATEGIC TR |
136,596 | +4,095 | $5,049 |
| SCHF | 136,596 | +4,095 | $5,049 |
| ISHARES TR (IWF) |
14,460 | +30 | $4,384 |
| IWF | 14,460 | +30 | $4,384 |
 BERKSHIRE HATHAWAY INC DEL |
$2,967 | ||
| BRK.A | 5 | UNCH | $2,713 |
| BRK.B | 711 | UNCH | $254 |
| SCHWAB STRATEGIC TR |
24,650 | -123 | $2,045 |
| SCHG | 24,650 | -123 | $2,045 |
| DIMENSIONAL ETF TRUST (DFAC) |
68,560 | UNCH | $2,004 |
| DFAC | 68,560 | UNCH | $2,004 |
| SCHWAB STRATEGIC TR |
42,091 | -599 | $1,962 |
| SCHZ | 42,091 | -599 | $1,962 |
| APPLE INC |
8,907 | -2,428 | $1,715 |
| AAPL | 8,907 | -2,428 | $1,715 |
| VANGUARD INDEX FDS (VTV) |
10,729 | +72 | $1,604 |
| VTV | 10,729 | +72 | $1,604 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
8,827 | -79 | $1,504 |
| VIG | 8,827 | -79 | $1,504 |
| DIMENSIONAL ETF TRUST (DFSD) |
27,984 | UNCH | $1,316 |
| DFSD | 27,984 | UNCH | $1,316 |
| ISHARES TR (IUSG) |
12,323 | -177 | $1,283 |
| IUSG | 12,323 | -177 | $1,283 |
| DIMENSIONAL ETF TRUST (DFAX) |
48,655 | UNCH | $1,188 |
| DFAX | 48,655 | UNCH | $1,188 |
| VANGUARD INDEX FDS (VB) |
4,317 | +9 | $921 |
| VB | 4,317 | +9 | $921 |
| ISHARES TR (IJS) |
8,921 | -297 | $920 |
| IJS | 8,921 | -297 | $920 |
| VANGUARD INDEX FDS (VOO) |
2,011 | -845 | $879 |
| VOO | 2,011 | -845 | $879 |
| ISHARES TR (EFAV) |
12,237 | -1,709 | $849 |
| EFAV | 12,237 | -1,709 | $849 |
| ISHARES TR (IUSV) |
9,656 | -23,980 | $814 |
| IUSV | 9,656 | -23,980 | $814 |
| ALPHABET INC |
5,497 | UNCH | $771 |
| GOOGL | 5,497 | UNCH | $771 |
| VANGUARD INDEX FDS (VO) |
3,304 | +14 | $769 |
| VO | 3,304 | +14 | $769 |
| VANGUARD INDEX FDS (VV) |
3,518 | -1,313 | $768 |
| VV | 3,518 | -1,313 | $768 |
| SCHWAB STRATEGIC TR |
10,929 | -25,563 | $766 |
| SCHV | 10,929 | -25,563 | $766 |
| HERSHEY CO |
3,905 | UNCH | $728 |
| HSY | 3,905 | UNCH | $728 |
| ISHARES TR (IJJ) |
6,301 | -23 | $719 |
| IJJ | 6,301 | -23 | $719 |
| SCHWAB STRATEGIC TR |
14,301 | +2,333 | $693 |
| SCHO | 14,301 | +2,333 | $693 |
| ISHARES TR (AGG) |
6,787 | -1,405 | $674 |
| AGG | 6,787 | -1,405 | $674 |
| ISHARES TR (IWR) |
8,298 | +76 | $645 |
| IWR | 8,298 | +76 | $645 |
| ISHARES TR (USMV) |
7,790 | +84 | $608 |
| USMV | 7,790 | +84 | $608 |
| ALPHABET INC |
4,156 | UNCH | $586 |
| GOOG | 4,156 | UNCH | $586 |
| PAYCHEX INC |
4,560 | UNCH | $543 |
| PAYX | 4,560 | UNCH | $543 |
| SPDR SER TR (MDYG) |
7,144 | UNCH | $541 |
| MDYG | 7,144 | UNCH | $541 |
| VANGUARD TAX MANAGED FDS (VEA) |
11,261 | +81 | $539 |
| VEA | 11,261 | +81 | $539 |
| MICROSOFT CORP |
1,204 | +150 | $453 |
| MSFT | 1,204 | +150 | $453 |
| CHUBB LIMITED |
2,000 | UNCH | $452 |
| CB | 2,000 | UNCH | $452 |
| VANGUARD MUN BD FDS (VTEB) |
8,482 | UNCH | $433 |
| VTEB | 8,482 | UNCH | $433 |
| SPDR SER TR (SLYG) |
5,132 | -2,818 | $429 |
| SLYG | 5,132 | -2,818 | $429 |
| SCHWAB STRATEGIC TR |
16,994 | -2,537 | $421 |
| SCHE | 16,994 | -2,537 | $421 |
| VANGUARD INDEX FDS (VBK) |
1,676 | +14 | $405 |
| VBK | 1,676 | +14 | $405 |
| VANGUARD INDEX FDS (VUG) |
1,254 | -113 | $390 |
| VUG | 1,254 | -113 | $390 |
| ISHARES INC (IEMG) |
7,270 | -1,387 | $368 |
| IEMG | 7,270 | -1,387 | $368 |
| PIMCO ETF TR (BOND) |
3,965 | +44 | $367 |
| BOND | 3,965 | +44 | $367 |
| AMAZON COM INC |
2,388 | UNCH | $363 |
| AMZN | 2,388 | UNCH | $363 |
See Full List: All Stocks Held By Valley Forge Investment Consultants Inc. ADV
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Valley Forge Investment Consultants Inc. ADV
|
Size ($ in 1000's)
At 12/31/2023: $224,890 At 09/30/2023: $219,472 Valley Forge Investment Consultants Inc. ADV holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Valley Forge Investment Consultants Inc. ADV 13F filings. Link to 13F filings: SEC filings |
