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CIK: 0001538037
Total reported value
$102.7M
$102.7M
16 檔
136.6%
As reported in its official Q1 2024 Form 13F filing, Independent Order of Foresters's tracked investment portfolio stood at $102.7M with 16 total positions.
During Q1 2024, Independent Order of Foresters's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 40.04% | -4.71% | -6.77% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 39.27% | +4.71% | -8.34% | |
| 3 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 4.56% | — | -8.34% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.79% | — | -8.35% | |
| 5 | IGF | Ishares Global Infrastructur | ETF-Other | 2.55% | — | +1.72% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.03% | — | -8.38% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 1.41% | — | -8.34% | |
| 8 | VFH | Vanguard Financials ETF | ETF-Other | 1.38% | — | -8.34% | |
| 9 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.13% | — | -8.34% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-Other | 0.97% | — | -8.34% | |
| 11 | VPU | Vanguard Utilities ETF | ETF-Other | 0.94% | — | — | |
| 12 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-Other | 0.87% | — | -8.34% | |
| 13 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.78% | — | -8.35% | |
| 14 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.48% | — | -53.35% | |
| 15 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.44% | — | -8.34% | |
| 16 | ILF | Ishares Latin America 40 ETF | ETF-Other | 0.35% | — | -8.34% |
According to official SEC Form 13F filings, Independent Order of Foresters reported a total U.S. public equity portfolio value of $102.7M across 16 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, ITOT, VTWO) accounted for 136.6% of total reported equity market value during Q1 2024.
During Q1 2024, Independent Order of Foresters's top holdings by market value included VTI (40.0%)、ITOT (39.3%)、VTWO (4.6%). The largest single position, VTI, represented 40.0% of total portfolio value.
In Q1 2024, Independent Order of Foresters made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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