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 $141M in assets under management (AUM), dropping by -5.15%.
  • Central Index Key (CIK): 0001538037

Tip: Access up to 7 years of quarterly data

Positions held by Independent Order of Foresters consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Independent Order of Foresters

Independent Order of Foresters holds 2 positions in its portfolio as reported in the March 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) 58.3 $82M 673k 122.01
 View chart
Vanguard Total Stock Mkt Etf Exchange Traded Fund (VTI) 41.7 $59M 214k 274.84
 View chart

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