Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 02-09-2024 | 12-31-2023 | 80 | 224,885,519 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $77,271,627 | 161,781 | 0.03 | 0.03 | 5,208 | 3.33 | 12-31-2023 |
| ISHARES TR | CORE MSCI EAFE | 2 | $22,420,043 | 318,693 | 0.01 | 0.01 | -55,672 | -14.87 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 3 | $19,375,483 | 343,537 | 0.01 | 0.01 | -62,734 | -15.44 | 12-31-2023 |
| ISHARES TR | CORE S&P SCP ETF | 4 | $15,851,541 | 146,435 | 0.01 | 0.01 | 1,523 | 1.05 | 12-31-2023 |
