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  Name: VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
  City: BERWYN
  State: PA
  Zip: 19312
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $256,370,000
  Total Value Change : $31,480,000
  Securities Held Change : 5
   
All Securities Held : 85
  New Positions : 6
  Closed Positions : 1
  Increased Positions : 30
  Unchanged Positions : 30
  Decreased Positions : 19

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IBDT)1 Year Chart         IBDT Ishares Ibonds Dec 2028 Ter... 51 New $24.44 $357,000 14,344 0.14% 357,000 14,344 0.02    N/A
   (IBDR)1 Year Chart         IBDR Ishares Ibonds Dec 2026 Ter... 55 New $0.00 $356,000 14,926 0.14% 356,000 14,926 0    N/A
   (IBDQ)1 Year Chart         IBDQ Ishares Ibonds Dec 2025 Ter... 54 New $24.84 $356,000 14,345 0.14% 356,000 14,345 0    N/A
   (IBDS)1 Year Chart         IBDS Ishares Ibonds Dec 2027 Ter... 53 New $0.00 $356,000 14,974 0.14% 356,000 14,974 0    N/A
   (IBDP)1 Year Chart         IBDP Ishares Ibonds Dec 2024 Ter... 52 New $25.11 $356,000 14,205 0.14% 356,000 14,205 0.035    N/A
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 73 New $43.99 $209,000 4,969 0.08% 209,000 4,969 0    Closed - End Fund - E...

      6 Records Found
  1    
Page 1 of 1
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