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, VTWO, VGT, IGF, and represent 89.21% of Independent Order of Foresters's stock portfolio.
  • Added to shares of these 2 stocks: VPU, IGF.
  • Started 1 new stock position in VPU.
  • Reduced shares in these 10 stocks: ITOT (-$5.6M), VTI, XLY, VTWO, , VGT, IEMG, XLV, , VFH.
  • Sold out of its positions in GNR, XLB.
  • Independent Order of Foresters was a net seller of stock by $-13M.
  • Independent Order of Foresters has $157M in assets under management (AUM), dropping by 12.27%.
  • Central Index Key (CIK): 0001538037

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Portfolio Holdings for Independent Order of Foresters

Independent Order of Foresters holds 16 positions in its portfolio as reported in the March 2024 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) 40.0 $63M -6% 242k 259.90
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Ishares Core S&p Total U.s. Etf Exchange Traded Fund (ITOT) 39.3 $62M -8% 536k 115.30
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Vanguard Russell 2000 Etf Exchange Traded Fund (VTWO) 4.6 $7.2M -8% 84k 85.06
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Vanguard Info Tech Etf Exchange Traded Fund (VGT) 2.8 $4.4M -8% 8.4k 524.34
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Ishares Global Infrastructure Etf Exchange Traded Fund (IGF) 2.6 $4.0M 84k 47.62
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Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG) 2.0 $3.2M -8% 62k 51.60
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Health Care Select Sector Etf Exchange Traded Fund (XLV) 1.4 $2.2M -8% 15k 147.73
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Vanguard Financials Etf Exchange Traded Fund (VFH) 1.4 $2.2M -8% 21k 102.39
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Fidelity Msci Communication Services Etf Exchange Traded Fund (FCOM) 1.1 $1.8M -8% 36k 49.56
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Industrial Select Sector Spdr Etf Exchange Traded Fund (XLI) 1.0 $1.5M -8% 12k 125.96
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Vanguard Utilities Etf Exchange Traded Fund (VPU) 0.9 $1.5M NEW 10k 142.58
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Ishares Msci Emerging Markets Asia Etf Exchange Traded Fund (EEMA) 0.9 $1.4M -8% 20k 68.11
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Fidelity Consumer Staples Etf Exchange Traded Fund (FSTA) 0.8 $1.2M -8% 26k 47.58
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Consumer Discretionary Etf Exchange Traded Fund (XLY) 0.5 $754k -53% 4.1k 183.89
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Ishares Core Msci Europe Etf Exchange Traded Fund (IEUR) 0.4 $687k -8% 12k 57.85
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Ishares Latin America 40 Etf Exchange Traded Fund (ILF) 0.3 $549k -8% 19k 28.44
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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