Independent Order of Foresters

Est. AUM

$101.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TOTAL STOCK MKT ETF	Exchange Traded Fund	$68.6M	213865	67.35%	OTR
2	ISHARES CORE S&P TOTAL U.S. ETF	Exchange Traded Fund	$33.3M	233510	32.65%	OTR

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.