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CIK: 0001538037
Total reported value
$102.7M
$102.7M
12 檔
156.8%
According to the latest 13F quarterly dataset, Independent Order of Foresters managed an equity portfolio of $102.7M at the end of Q3 2024, spanning 12 distinct U.S. exchange-listed positions.
During Q3 2024, Independent Order of Foresters's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, VTI, IEUR) accounted for 156.8% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 39.86% | +4.71% | — | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 39.77% | -4.71% | — | |
| 3 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 7.84% | — | +95.04% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.83% | — | — | |
| 5 | IGF | Ishares Global Infrastructur | ETF-Other | 2.65% | — | — | |
| 6 | VFH | Vanguard Financials ETF | ETF-Other | 1.35% | — | — | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 1.34% | — | — | |
| 8 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.14% | — | — | |
| 9 | VPU | Vanguard Utilities ETF | ETF-Other | 1.04% | — | — | |
| 10 | XLI | Ss Industrial Select Sector | ETF-Other | 0.95% | — | — | |
| 11 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.76% | — | — | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.47% | — | — |
According to official SEC Form 13F filings, Independent Order of Foresters reported a total U.S. public equity portfolio value of $102.7M across 12 disclosed positions in Q3 2024.
During Q3 2024, Independent Order of Foresters's top holdings by market value included ITOT (39.9%)、VTI (39.8%)、IEUR (7.8%). The largest single position, ITOT, represented 39.9% of total portfolio value.
In Q3 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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