Independent Order of Foresters Portfolio Holdings

Q3 2025•2 long positions•$168.2M portfolio value

Holding2	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 iShares Core S&P Total U.S. Stock Market ITOT	ETF ETF	$98.0M 58.27%	—	— 672.7K shares	—	—	— —	Q3 2018 Held for 7y 3m
2 Vanguard Total Stock Market VTI	ETF ETF	$70.2M 41.73%	—	— 213.9K shares	—	—	— —	Q3 2021 Held for 4y 3m

Holding2	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 iShares Core S&P Total U.S. Stock Market ITOT	ETF ETF	$98.0M 58.27%	—	— 672.7K shares	—	—	— —	Q3 2018 Held for 7y 3m
2 Vanguard Total Stock Market VTI	ETF ETF	$70.2M 41.73%	—	— 213.9K shares	—	—	— —	Q3 2021 Held for 4y 3m

Apply Filters