Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 04-30-2024 | 03-31-2024 | 85 | 256,371,706 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $88,454,889 | 168,252 | 0.03 | 0.03 | 6,471 | 4.00 | 03-31-2024 |
| ISHARES TR | CORE MSCI EAFE | 2 | $29,536,728 | 397,962 | 0.01 | 0.01 | 79,269 | 24.87 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 3 | $20,497,047 | 330,278 | 0.01 | 0.01 | -13,259 | -3.86 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $17,778,433 | 292,697 | 0.01 | 0.01 | 238,156 | 436.65 | 03-31-2024 |
