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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 $291,241,265
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 176,793 $104,074,531 35.73%
2.
Ishares Tr
 482,595 $33,916,780 11.64%
3.
Schwab Strategic Trust
 FNDF 995,357 $23,072,373 7.92%
4.
Ishares Trust
 IEF 309,710 $19,298,037 6.62%
5.
Ishares Trust
 IEF 165,270 $19,042,441 6.53%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)