Filed: 5/6/2026ACC: 0001193125-26-208422
📋 What this filing means
INDEPENDENT ORDER OF FORESTERS filed this quarterly 13F‑HR report disclosing 2 equity positions with a total reported market value of $101.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2
Positions
$101.87M
Total AUM (reported)
447.38K
Total Shares
Allocation by class
EXCHANGE TRADED FUND$101.87M100.0%
Portfolio Concentration
Top 3$101.87M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 447.38K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
447.38K
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other2
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings2
Rows:
VANGUARD TOTAL STOCK MKT ETF
OTRShares213.87K
TypeSH
Market value$68.61M
67.35%
Sole
0.00
Shared
213.87K
None
0.00
ISHARES CORE S&P TOTAL U.S. ETF
OTRShares233.51K
TypeSH
Market value$33.26M
32.65%
Sole
0.00
Shared
233.51K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MKT ETFOTR | Exchange Traded Fund | 213.87K | SH | $68.61M 67.35% | 0.00 | 213.87K | 0.00 |
ISHARES CORE S&P TOTAL U.S. ETFOTR | Exchange Traded Fund | 233.51K | SH | $33.26M 32.65% | 0.00 | 233.51K | 0.00 |