Valley Forge Investment Consultants Inc Adv 13F 持仓 · 2026年Q2
Valley Forge Investment Consultants Inc Adv 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 86 只证券，申报市值合计 3.88 亿美元。前几大持仓：IVV（36.40%）、IEFA（14.05%）、IJH（6.95%）。本季前 25 大持仓中：增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $141.4M | 36.40% | 188,749 | 增持 |
| 2 | IEFA | ISHARES TR | $54.6M | 14.05% | 564,841 | 增持 |
| 3 | IJH | ISHARES TR | $27.0M | 6.95% | 350,159 | 增持 |
| 4 | IJR | ISHARES TR | $26.5M | 6.82% | 178,556 | 增持 |
| 5 | SCHX | SCHWAB STRATEGIC TR | $25.9M | 6.67% | 879,414 | 增持 |
| 6 | SCHM | SCHWAB STRATEGIC TR | $10.5M | 2.71% | 285,914 | 减持 |
| 7 | SCHB | SCHWAB STRATEGIC TR | $9.4M | 2.42% | 324,549 | 增持 |
| 8 | SCHF | SCHWAB STRATEGIC TR | $9.2M | 2.37% | 332,069 | 增持 |
| 9 | SCHA | SCHWAB STRATEGIC TR | $7.0M | 1.79% | 192,486 | 减持 |
| 10 | AGG | ISHARES TR | $5.1M | 1.31% | 51,548 | 增持 |
| 11 | IWF | ISHARES TR | $4.7M | 1.22% | 38,153 | 增持 |
| 12 | SCHD | SCHWAB STRATEGIC TR | $4.6M | 1.18% | 144,318 | 减持 |
| 13 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $3.7M | 0.96% | 5 | 持平 |
| 14 | IUSV | ISHARES TR | $3.7M | 0.96% | 33,901 | 增持 |
| 15 | IUSG | ISHARES TR | $3.2M | 0.82% | 16,875 | 减持 |
| 16 | SCHV | SCHWAB STRATEGIC TR | $2.7M | 0.69% | 76,804 | 减持 |
| 17 | SCHG | SCHWAB STRATEGIC TR | $2.6M | 0.68% | 77,903 | 增持 |
| 18 | VB | VANGUARD INDEX FDS | $2.2M | 0.56% | 7,128 | 减持 |
| 19 | VIG | VANGUARD SPECIALIZED FUNDS | $2.2M | 0.56% | 9,197 | 增持 |
| 20 | VOO | VANGUARD INDEX FDS | $2.0M | 0.52% | 2,939 | 增持 |
| 21 | GOOGL | ALPHABET INC | $1.9M | 0.49% | 5,356 | 减持 |
| 22 | DFAC | DIMENSIONAL ETF TRUST | $1.8M | 0.45% | 39,579 | 持平 |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | $1.6M | 0.41% | 26,938 | 增持 |
| 24 | AAPL | APPLE INC | $1.5M | 0.39% | 5,262 | 减持 |
| 25 | EFAV | ISHARES TR | $1.5M | 0.38% | 16,860 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR