Latest Independent Order of Foresters Stock Portfolio

$102Million | No. of Holdings #2

About Independent Order of Foresters and 13F Hedge Fund Stock Holdings

On 2026-08-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Independent Order of Foresters reported an equity portfolio of $102.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Independent Order of Foresters are VB, IJR. The fund has invested 62.6% of it's portfolio in VANGUARD TOTAL STOCK MKT ETF and 37.4% of portfolio in ISHARES CORE S&P TOTAL U.S. ETF. <br><br> They significantly reduced their stock positions in VANGUARD TOTAL STOCK MKT ETF (VB).

Independent Order of Foresters Equity Portfolio Value

Last Reported on: 04 Aug, 2026

$102Million

as of Aug 04, 2026

Independent Order of Foresters Annual Return Estimates Vs S&P 500

Performance

New Buys

No new stocks were added by Independent Order of Foresters

Additions

No additions were made to existing positions by Independent Order of Foresters

Reductions

Ticker	% Reduced
vanguard total stock mkt etf	-18.73

Independent Order of Foresters reduced stake in above stock

Sold off

None of the stocks were completely sold off by Independent Order of Foresters

Sector Distribution

Others

Sector	%
Others	100

Market Cap. Distribution

UNALLOCATED

Category	%
UNALLOCATED	100

Stocks belong to which Index?

Others

Index	%
Others	100

Top 5 Winners (%)		%
IJR	ishares core s&p total u.s. etf	15.3 %
VB	vanguard total stock mkt etf	13.9 %

Top 5 Winners ($)		$
VB	vanguard total stock mkt etf	9.5 M
IJR	ishares core s&p total u.s. etf	5.1 M

Top 5 Losers (%)		%

Top 5 Losers ($)		$

Independent Order of Foresters Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Independent Order of Foresters

$102.68MTotal Value

2.00Positions

04 Aug, 2026Last Reported

Current holdings of Current Stock Holdings of Independent Order of Foresters, last reported on 04 Aug, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
IJR Ishares Core S&P Total U.S. Etf Ishares Core S&P Total U.S. Etf IJR Independent Order of Foresters's holding in Ishares Core S&P Total U.S. Etf over time	37.36%	233,510	$38.36M 37.36%	unchanged 0 percentunchanged

VB Vanguard Total Stock Mkt Etf Vanguard Total Stock Mkt Etf VB Independent Order of Foresters's holding in Vanguard Total Stock Mkt Etf over time	62.64%	173,815	$64.32M 62.64%	decreased 18.73 percentreduced