Independent Order of Foresters — Q1 2026 13F-HR

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Q1 2026 · 13F-HR

Independent Order of Forestersholdings as filed

Filed 2026-05-06 · accession 0001193125-26-208422

$101.9M

Reported value

Positions

2026-03-31

Period end

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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.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
922908769	VTI	VANGUARD TOTAL STOCK MKT ETF	$68.6M	67.4%	213,865	Common	SHARED
464287150	ITOT	ISHARES CORE S&P TOTAL U.S. ETF	$33.3M	32.6%	233,510	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.