Top 2 Independent Order of Foresters Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MKT ETF | 67.35% | 213.9K | $68.6M | +0.00%(+0) | $222.62(+65.65%) | 2026-03-31 | |
| ITOT | ISHARES CORE S&P TOTAL U.S. ETF | 32.65% | 233.5K | $33.3M | -65.29%(-439.23K) | $77.81(+110.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.07% | +52.35% |
| Top 20 Holdings Unweighted | +12.14% | +41.00% |
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