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INDEPENDENT ORDER OF FORESTERS

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TORONTO A6
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

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

2023-12-31

Top Sells (13F)

Name % Change

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

Portfolio Performance