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CIK: 0001538037
Total reported value
$102.7M
$102.7M
15 檔
141.9%
During the Q2 2024 filing period, Independent Order of Foresters (CIK: 0001538037) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $102.7M across 15 reported positions.
During Q2 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 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 40.26% | +4.71% | +2.61% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 40.14% | -4.71% | +0.44% | |
| 3 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 4.01% | — | +861.93% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.97% | — | — | |
| 5 | IGF | Ishares Global Infrastructur | ETF-Other | 2.49% | — | — | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.04% | — | — | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 1.35% | — | — | |
| 8 | VFH | Vanguard Financials ETF | ETF-Other | 1.31% | — | — | |
| 9 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.16% | — | — | |
| 10 | VPU | Vanguard Utilities ETF | ETF-Other | 0.95% | — | — | |
| 11 | XLI | Ss Industrial Select Sector | ETF-Other | 0.91% | — | — | |
| 12 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-Other | 0.90% | — | — | |
| 13 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.76% | — | — | |
| 14 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.46% | — | — | |
| 15 | ILF | Ishares Latin America 40 ETF | ETF-Other | 0.29% | — | — |
According to official SEC Form 13F filings, Independent Order of Foresters reported a total U.S. public equity portfolio value of $102.7M across 15 disclosed positions in Q2 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, VTI, IEUR) accounted for 141.9% of total reported equity market value during Q2 2024.
During Q2 2024, Independent Order of Foresters's top holdings by market value included ITOT (40.3%)、VTI (40.1%)、IEUR (4.0%). The largest single position, ITOT, represented 40.3% of total portfolio value.
In Q2 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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