$91.8 Million is the total value of Wilshire Advisors LLC's 57 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IUSB | Sell | ISHARES TRcore total usd | $7,782,000 | -16.6% | 148,220 | -17.2% | 8.48% | +2.4% |
EMLC | Sell | VANECK VECTORS ETF TRjp morgan mkts | $4,242,000 | -21.0% | 149,005 | -5.6% | 4.62% | -3.0% |
BNDX | Sell | VANGUARD CHARLOTTE FDSintl bd idx etf | $3,965,000 | -20.1% | 70,465 | -19.7% | 4.32% | -1.9% |
IGOV | Sell | ISHARES TRintl trea bd etf | $3,380,000 | -22.1% | 68,555 | -20.8% | 3.68% | -4.4% |
IGSB | Sell | ISHARES TRsh tr crport etf | $2,581,000 | -21.2% | 49,291 | -19.3% | 2.81% | -3.3% |
VWOB | Sell | VANGUARD WHITEHALL FDSemerg mkt bd etf | $2,527,000 | -21.1% | 35,890 | -8.8% | 2.75% | -3.1% |
VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $1,953,000 | -27.5% | 22,430 | -24.0% | 2.13% | -11.0% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $1,742,000 | -19.7% | 11,563 | -6.3% | 1.90% | -1.4% |
HYG | Sell | ISHARES TRiboxx hi yd etf | $688,000 | -65.6% | 8,930 | -60.8% | 0.75% | -57.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-15
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 28 | Q3 2023 | 17.2% |
ISHARES INC | 28 | Q3 2023 | 14.6% |
VANGUARD CHARLOTTE FDS | 25 | Q4 2021 | 14.0% |
VANGUARD WHITEHALL FDS INC | 25 | Q4 2021 | 6.7% |
ISHARES TR | 24 | Q3 2023 | 8.0% |
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% |
ISHARES TR | 22 | Q1 2021 | 2.7% |
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 |
---|---|
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 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
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.