Independent Order of Foresters

Latest statistics and disclosures from Independent Order of Foresters's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are ITOT, VTI, and represent 100.00% of Independent Order of Foresters's stock portfolio.
  • Independent Order of Foresters has $172M in assets under management (AUM), dropping by 2.12%.
  • Central Index Key (CIK): 0001538037

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Portfolio Holdings for Independent Order of Foresters

Independent Order of Foresters holds 2 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core S&p Total U.s. Etf Exchange Traded Fund (ITOT) 58.2 $100M 673k 148.69
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Vanguard Total Stock Mkt Etf Exchange Traded Fund (VTI) 41.8 $72M 214k 335.27
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Past Filings by Independent Order of Foresters

SEC 13F filings are viewable for Independent Order of Foresters going back to 2011

View all past filings