Rene Zanin

Independent Order Of Foresters

Assets Managed

$101.869M

Holdings

Last Quarter

2026 - Q1

Filed Date

2mo 9d ago

Growth Rate

-40.68%(2Q avg: -19.28%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Independent Order Of Foresters's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2 positions.

Assets under management

The assets under management (AUM) of Independent Order Of Foresters over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 101.869M in assets, with a quarterly growth rate of -40.68% and a 2-quarter average growth rate of -19.28%. The portfolio is managed by Rene Zanin, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VTI Vanguard Total Stock Mkt Etf Recent Activity	67.36%	$68.61M 213,865 shares@ $320.82 avg price
ITOT Ishares Core S&p Total U.s. Recent Activity Decreased -65.28%	32.65%	$33.259M 233,510 shares@ $142.43 avg price	Decreased -65.28%

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