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.
  • Added to shares of these 1 stock: ITOT (+$16M).
  • Reduced shares in these 10 stocks: IEUR (-$14M), VTI (-$8.5M), , IGF, , , FCOM, , , FSTA.
  • Sold out of its positions in FSTA, FCOM, IGF, IEUR, XLV, XLY, XLI, VFH, VGT, VPU.
  • Independent Order of Foresters was a net seller of stock by $-28M.
  • Independent Order of Foresters has $149M in assets under management (AUM), dropping by -14.26%.
  • 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 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) 58.3 $87M +22% 673k 128.62
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Vanguard Total Stock Mkt Etf Exchange Traded Fund (VTI) 41.7 $62M -12% 214k 289.81
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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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