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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 $388,292,873
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 188,749 $141,351,973 36.4%
2.
Ishares Trust
 HYG 564,841 $54,552,306 14.05%
3.
Ishares Trust
 IEF 350,159 $27,000,782 6.95%
4.
Ishares Trust
 IEF 178,556 $26,481,706 6.82%
5.
Schwab Strategic Trust
 SCHD 879,414 $25,881,160 6.67%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.