StockDriftsStockDriftsTop 50 Valley Forge Investment Consultants Inc Adv Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 35.79% | 182.8K | $119.4M | -2.26%(-4.23K) | $429.00(+73.83%) | 2026-03-31 | |
| IEFA | ISHARES TR | 14.49% | 533.9K | $48.3M | -3.05%(-16.78K) | $72.33(+34.30%) | 2026-03-31 | |
| IJH | ISHARES TR | 6.89% | 340.4K | $23.0M | +0.12%(+421) | $50.95(+43.53%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 6.67% | 868.4K | $22.3M | -1.05%(-9.20K) | $16.09(+81.31%) | 2026-03-31 | |
| IJR | ISHARES TR | 6.48% | 174.0K | $21.6M | +0.00%(+0) | $99.05(+36.58%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 2.69% | 290.1K | $9.0M | +0.46%(+1.34K) | $23.61(+45.97%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 2.44% | 324.0K | $8.1M | -0.71%(-2.32K) | $15.47(+84.62%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 2.37% | 319.1K | $7.9M | -2.24%(-7.32K) | $18.64(+46.51%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 1.71% | 195.8K | $5.7M | -1.38%(-2.74K) | $22.54(+46.82%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 1.35% | 147.3K | $4.5M | +5.19%(+7.26K) | $23.65(+34.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.95% | +47.98% |
| Top 20 Holdings Unweighted | +13.24% | +45.19% |
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