About Independent Order of Foresters and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Independent Order of Foresters reported an equity portfolio of $157.3 Millions as of 31 Mar, 2024.
The top stock holdings of Independent Order of Foresters are VOO, AGG, BNDW. The fund has invested 40% of it's portfolio in VANGUARD TOTAL STOCK MKT ETF and 39.3% of portfolio in ISHARES CORE S&P TOTAL U.S. ETF.
The fund managers got completely rid off MATERIALS SELECT SECTOR SPDR (XLB) and SPDR S&P GLOBAL NATURAL RESOURCES ETF (CWI) stocks. They significantly reduced their stock positions in CONSUMER DISCRETIONARY ETF (XLB), ISHARES CORE MSCI EMERGING MARKETS ETF (EMGF) and VANGUARD INFO TECH ETF (VAW). Independent Order of Foresters opened new stock positions in VANGUARD UTILITIES ETF (VAW). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES GLOBAL INFRASTRUCTURE ETF (AAXJ).