Independent Order Of Foresters ETF Concentration: Heavy Exposure in US Markets

The Independent Order of Foresters ETF, tracked as of June 30, 2026, presents a portfolio heavily concentrated in broad US market exposure.

According to the provided data, this investment vehicle holds only two distinct positions. The first is VTI, officially titled "VANGUARD TOTAL STOCK MKT ETF (VTI)", which represents a staggering 62.64% allocation to the fund's total portfolio value of $102,677,191. The second holding is ITOT, "ISHARES CORE S&P TOTAL U.S. ETF (ITOT)", accounting for 37.36% of the portfolio value.

VTI: Vanguard Total Stock Market ETF is a widely recognized fund that aims to track the performance of the entire US stock market across all sectors and capitalizations. Its significant allocation within this small investor portfolio indicates reliance on broad market exposure for its primary investment strategy.

ITOT: iShares Core S&P Total U.S. ETF is another popular fund designed to capture total US equity returns by investing in stocks across the capitalization spectrum, including large-, mid-, and small-cap segments. This complements VTI but also points towards a portfolio focused almost exclusively on US equities.

The sector allocation data further underscores this concentration, categorizing all holdings under "Unknown" with a 100% portfolio percentage allocation. While the two funds represent different providers (Vanguard and iShares), they both offer total market exposure in the US equity space.

This extreme concentration means that the Independent Order of Foresters ETF's performance is almost entirely dependent on the health and direction of these two large-cap funds, which themselves hold thousands of individual stocks. There are no other diversifying holdings mentioned in this snapshot.

Investors interested in understanding more about the Independent Order of Foresters, or analyzing its specific stock positions like VTI and ITOT, can find detailed information on the respective platforms.