$113 Million is the total value of Wilshire Advisors LLC's 57 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $4,964,000 | -3.2% | 87,715 | +0.7% | 4.40% | -3.7% |
| IGOV | Buy | ISHARES TRintl trea bd etf | $4,341,000 | +2.0% | 86,535 | +2.6% | 3.85% | +1.5% |
| AMJ | Buy | JPMORGAN CHASE & COalerian ml etn | $4,264,000 | -0.0% | 195,490 | +6.6% | 3.78% | -0.6% |
| IGSB | Buy | ISHARES TRsh tr crport etf | $3,277,000 | +3.6% | 61,106 | +3.7% | 2.91% | +3.0% |
| VWOB | Buy | VANGUARD WHITEHALL FDS INCemerg mkt bd etf | $3,203,000 | +2.0% | 39,345 | +0.9% | 2.84% | +1.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 31 | Q2 2024 | 17.2% |
| ISHARES TR | 31 | Q2 2024 | 14.6% |
| ISHARES TRUST ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 27 | Q2 2024 | 8.0% |
| VANGUARD CHARLOTTE FDS | 25 | Q4 2021 | 14.0% |
| VANGUARD WHITEHALL FDS INC | 25 | Q4 2021 | 6.7% |
| ISHARES TR | 24 | Q2 2024 | 8.3% |
| VANGUARD INDEX FDS | 22 | Q1 2021 | 28.0% |
| VANGUARD TAX MANAGED INTL PD | 22 | Q1 2021 | 19.8% |
| VANGUARD SCOTTSDALE FDS | 22 | Q1 2021 | 9.7% |
| VANGUARD INTL EQUITY INDEX F | 22 | Q1 2021 | 8.7% |
View Wilshire Advisors LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| BlackRock Inc. | September 14, 2021 | ? | ? |
View Wilshire Advisors LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-14 |
| 3 | 2024-05-28 |
| 3 | 2024-05-28 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
View Wilshire Advisors LLC'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.