Independent-Order-Of-Foresters

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ITOT",
  "VTI"
]

13F-HR • 2025-03-31

Data Enrichment

100% identified

2 identified0 unidentified

Holdings

Manager:

2 positions • $140.9M total value

Manager:

Search and click to pin securities to the top

Sort by:

464287150

Shares:672.7K

Value:$82.1M

% of Portfolio:58.3% ($82.1M/$140.9M)

922908769

Shares:213.9K

Value:$58.8M

% of Portfolio:41.7% ($58.8M/$140.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(ITOTcusip464287150)	672.7K	QoQ 0.00% (-0) YoY +25.59% (+137.1K)	All Managers (Combined)	$82.1M	58.3% ($82.1M/$140.9M)	QoQ -5.13% (-$4.4M) YoY +32.90% (+$20.3M)
(VTIcusip922908769)	213.9K	QoQ 0.00% (-0) YoY -11.71% (-28.4K)	All Managers (Combined)	$58.8M	41.7% ($58.8M/$140.9M)	QoQ -5.16% (-$3.2M) YoY -6.63% (-$4.2M)