Independent Order of Foresters

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

  • Top 5 stock holdings are VTI, ITOT, and represent 100.00% of Independent Order of Foresters's stock portfolio.
  • Reduced shares in these 1 stock: ITOT (-$63M).
  • Independent Order of Foresters was a net seller of stock by $-63M.
  • Independent Order of Foresters has $102M in assets under management (AUM), dropping by -40.68%.
  • 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 March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Mkt Etf Exchange Traded Fund (VTI) 67.4 $69M 214k 320.81
 View chart
Ishares Core S&p Total U.s. Etf Exchange Traded Fund (ITOT) 32.6 $33M -65% 234k 142.43
 View chart

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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