$167 Million is the total value of Independent Order of Foresters's 13 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VTI | New | VANGUARD TOTAL STOCK MKT ETFexchange traded fund | $66,544,000 | – | 299,668 | +100.0% | 39.76% | – |
IEFA | Buy | ISHARES CORE MSCI EAFE ETFexchange traded fund | $4,832,000 | +22.1% | 65,076 | +23.1% | 2.89% | +29.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-09
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BERKSHIRE HATHAWAY INC. | 25 | Q2 2019 | 0.7% |
WELLS FARGO & COMPANY | 25 | Q2 2019 | 0.7% |
AFLAC INC | 25 | Q2 2019 | 0.7% |
Microsoft Corporation | 25 | Q2 2019 | 0.7% |
Intel Corporation | 25 | Q2 2019 | 0.8% |
Valmont Industries Inc. | 23 | Q2 2019 | 0.5% |
CHEVRON CORPORATION | 22 | Q3 2018 | 0.6% |
WAL-MART STORES INC | 22 | Q3 2018 | 0.6% |
NATIONAL OILWELL VARCO INC | 22 | Q2 2019 | 0.6% |
Apache Corporation | 22 | Q2 2019 | 0.6% |
View Independent Order of Foresters's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-13 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-14 |
13F-HR | 2023-04-27 |
13F-HR | 2023-02-08 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-12 |
13F-HR | 2022-05-12 |
13F-HR | 2022-02-14 |
13F-HR | 2021-11-09 |
View Independent Order of Foresters's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.