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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 $312,113,526
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 180,078 $111,810,686 35.82%
2.
Ishares Tr - CORE MSCI EAFE
 500,448 $41,777,394 13.39%
3.
Schwab Strategic Trust
 FNDF 963,847 $23,556,420 7.55%
4.
Ishares Trust
 IEF 315,209 $19,549,279 6.26%
5.
Ishares Trust
 IEF 166,280 $18,172,703 5.82%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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