Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $224,885,519
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 161,781 $77,271,627 34.36%
2.
Ishares Tr
 318,693 $22,420,043 9.96%
3.
Schwab Strategic Trust
 FNDF 343,537 $19,375,483 8.61%
4.
Ishares Trust
 IEF 146,435 $15,851,541 7.04%
5.
Ishares Trust
 IEF 54,541 $15,116,079 6.72%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)