Latest Independent Order of Foresters Stock Portfolio

$101Million | No. of Holdings #2

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

On 2026-05-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Independent Order of Foresters reported an equity portfolio of $101.9 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Independent Order of Foresters are VB, IJR. The fund has invested 67.3% of it's portfolio in VANGUARD TOTAL STOCK MKT ETF and 32.6% of portfolio in ISHARES CORE S&P TOTAL U.S. ETF. <br><br> They significantly reduced their stock positions in ISHARES CORE S&P TOTAL U.S. ETF (IJR).

Independent Order of Foresters Equity Portfolio Value

Last Reported on: 06 May, 2026

$101Million

as of May 06, 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
ishares core s&p total u.s. etf	-65.29

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 (%)		%

Top 5 Winners ($)		$

Top 5 Losers (%)		%
VB	vanguard total stock mkt etf	-4.3 %
IJR	ishares core s&p total u.s. etf	-2.8 %

Top 5 Losers ($)		$
VB	vanguard total stock mkt etf	-3.1 M
IJR	ishares core s&p total u.s. etf	-2.8 M

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

$101.87MTotal Value

2.00Positions

06 May, 2026Last Reported

Current holdings of Current Stock Holdings of Independent Order of Foresters, last reported on 06 May, 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	32.65%	233,510	$33.26M 32.65%	decreased 65.29 percentreduced

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	67.35%	213,865	$68.61M 67.35%	unchanged 0 percentunchanged