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, IEUR, VGT, IGF, and represent 92.95% of Independent Order of Foresters's stock portfolio.
  • Added to shares of these 1 stock: IEUR (+$6.6M).
  • Reduced shares in these 3 stocks: , EEMA, ILF.
  • Sold out of its positions in EEMA, ILF, IEMG.
  • Independent Order of Foresters was a net buyer of stock by $1.4M.
  • Independent Order of Foresters has $173M in assets under management (AUM), dropping by 6.82%.
  • Central Index Key (CIK): 0001538037

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Portfolio Holdings for Independent Order of Foresters

Independent Order of Foresters holds 12 positions in its portfolio as reported in the September 2024 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) 39.9 $69M 550k 125.62
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Vanguard Total Stock Mkt Etf Exchange Traded Fund (VTI) 39.8 $69M 243k 283.16
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Ishares Core Msci Europe Etf Exchange Traded Fund (IEUR) 7.8 $14M +95% 223k 60.93
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Vanguard Info Tech Etf Exchange Traded Fund (VGT) 2.8 $4.9M 8.4k 586.52
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Ishares Global Infrastructure Etf Exchange Traded Fund (IGF) 2.6 $4.6M 84k 54.43
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Vanguard Financials Etf Exchange Traded Fund (VFH) 1.3 $2.3M 21k 109.91
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Health Care Select Sector Etf Exchange Traded Fund (XLV) 1.3 $2.3M 15k 154.02
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Fidelity Msci Communication Services Etf Exchange Traded Fund (FCOM) 1.1 $2.0M 36k 55.08
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Vanguard Utilities Etf Exchange Traded Fund (VPU) 1.0 $1.8M 10k 174.05
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Industrial Select Sector Spdr Etf Exchange Traded Fund (XLI) 0.9 $1.6M 12k 135.44
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Fidelity Consumer Staples Etf Exchange Traded Fund (FSTA) 0.8 $1.3M 26k 51.05
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Consumer Discretionary Etf Exchange Traded Fund (XLY) 0.5 $822k 4.1k 200.37
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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

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