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Institutional

Independent Order of Foresters

CIK 0001538037
$101.9M
Reported AUM
2
Positions
Q1 2026
Period
2026-05-06
Filed

The Brief · Independent Order of Foresters · Q1 2026

AI · grounded in 13F

Independent Order of Foresters trimmed its position in ISHARES CORE S&P TOTAL U.S. ETF ITOT by 65.29%. The fund added no new positions during the period. Total assets under management stood at $101,868,860 across two remaining positions.

Portfolio · Q1 2026

VTI$68.6MITOT$33.3MIF

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1VTIVANGUARD TOTAL STOCK MKT ETF$365.180.10%21.10%68.36%$68.6M67.35%HELD
2ITOTISHARES CORE S&P TOTAL U.S. ETF$162.100.13%20.99%68.32%$33.3M32.65%HELD

Source: SEC EDGAR · accession 0001193125-26-208422. 13F discloses long positions only — shorts, foreign equities, and options are excluded.