Equal-WT
WhaleScore 2.0
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Independent Order OF Foresters is based out of Toronto. Their last reported 13F filing for Q4 2023 included $156,228,927 in managed 13F securities
and a top 10 holdings concentration of 96.02%. Independent Order OF Foresters's largest holding is VANGUARD TOTAL STOCK MARKET INDEX FUND-ETF Shares with shares held of 259,836. Whalewisdom has at least 49 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
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2023-12-31
Top Sells (13F)
Name | % Change |
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2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
VTI VANGUARD TOTAL STOCK | 39.45% |
ITOT iShares Core S&P Tot | 39.36% |
VTWO VANGUARD RUSSELL 200 | 4.78% |
VGT VANGUARD INFORMATION | 2.82% |
IGF iShares Global Infra | 2.49% |
2023-12-31
13F Activity
Market Value | $156m, Prior: $140m |
New Purchases | 0 stocks |
Added To | 0 stocks |
Sold out of | 0 stocks |
Reduced holdings in | 0 stocks |
Top 10 Holdings % | 96.02% |
Turnover %[1] | 0% |
Turnover Alt %[2] | 0% |
Time Held Top 20 | 10.9412 quarters |
Time Held Top 10 | 11.2 quarters |
Time Held All | 10.94 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31