Latest Independent Order of Foresters Stock Portfolio
About Independent Order of Foresters and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Independent Order of Foresters reported an equity portfolio of $140.9 Millions as of 31 Mar, 2025.
The top stock holdings of Independent Order of Foresters are IJR, VB. The fund has invested 58.3% of it's portfolio in ISHARES CORE S&P TOTAL U.S. ETF and 41.7% of portfolio in VANGUARD TOTAL STOCK MKT ETF.
The top stock holdings of Independent Order of Foresters are IJR, VB. The fund has invested 58.3% of it's portfolio in ISHARES CORE S&P TOTAL U.S. ETF and 41.7% of portfolio in VANGUARD TOTAL STOCK MKT ETF.
Independent Order of Foresters Annual Return Estimates Vs S&P 500
New Buys
Additions
Reductions
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| Top 5 Winners ($) | $ | |
|---|---|---|
| Top 5 Losers (%) | % | |
|---|---|---|
| IJR | -5.1 % | |
| Top 5 Losers ($) | $ | |
|---|---|---|
| IJR | -4.4 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
Last Reported on: 08 May, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| IJR | ishares core s&p total u.s. etf | 58.27 | 672,744 | 82,081,500 | unchanged | 0.00 | ||
| VB | vanguard total stock mkt etf | 41.73 | 213,865 | 58,778,700 | unchanged | 0.00 | ||