Independent Order of Foresters — Q1 2025 13F-HR

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Q1 2025 · 13F-HR

Independent Order of Forestersholdings as filed

Filed 2025-05-08 · accession 0000950123-25-004271

$140.9M

Reported value

Positions

2025-03-31

Period end

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The Brief · Independent Order of Foresters · Q1 2025

AI · grounded in 13F

Independent Order of Foresters reported no changes to its 13F holdings for 2025-03-31 relative to 2024-12-31.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
464287150	ITOT	ISHARES CORE S&P TOTAL U.S. ETF	$82.1M	58.3%	672,744	Common	SHARED
922908769	VTI	VANGUARD TOTAL STOCK MKT ETF	$58.8M	41.7%	213,865	Common	SHARED

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.