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Home > Institutional Investor > Valley Forge Investment Consultants Inc Adv > Profile

Instuitional Investor - Valley Forge Investment Consultants Inc Adv

Fund Profile
Filing Period:
Fund Name: Valley Forge Investment Consultants Inc Adv
Portfolio Value $280,944,088
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 179,833 $101,048,207 35.97%
2.
Ishares Tr - CORE MSCI EAFE
 503,854 $38,116,583 13.57%
3.
Schwab Strategic Trust
 FNDF 905,215 $19,987,150 7.11%
4.
Ishares Trust
 IEF 311,741 $18,190,101 6.47%
5.
Ishares Trust
 IEF 167,400 $17,505,004 6.23%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)