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CIK: 0001538037
Total reported value
$102.7M
$102.7M
2 檔
144.6%
In Q4 2024, Independent Order of Foresters's U.S. equity holdings reached a combined market value of $102.7M, distributed across 2 disclosed stock positions.
During Q4 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 | 58.26% | +4.71% | +22.40% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 41.74% | -4.71% | -12.10% |
According to official SEC Form 13F filings, Independent Order of Foresters reported a total U.S. public equity portfolio value of $102.7M across 2 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ITOT, VTI) accounted for 144.6% of total reported equity market value during Q4 2024.
During Q4 2024, Independent Order of Foresters's top holdings by market value included ITOT (58.3%)、VTI (41.7%). The largest single position, ITOT, represented 58.3% of total portfolio value.
In Q4 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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