$98.3 Million is the total value of Wilshire Advisors LLC's 53 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Buy | VANGUARD INDEX FDS | $16,444,000 | +9.2% | 53,448 | +0.6% | 16.72% | +5.6% |
| IUSB | Buy | ISHARES TRcore total usd | $7,067,000 | +35.9% | 129,954 | +35.8% | 7.19% | +31.5% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $6,056,000 | +5.2% | 104,082 | +4.4% | 6.16% | +1.8% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $4,385,000 | +12.6% | 54,182 | +9.6% | 4.46% | +8.9% |
| USHY | New | ISHARES TRbroad usd high | $3,574,000 | – | 90,535 | +100.0% | 3.63% | – |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $3,246,000 | +0.8% | 33,881 | +0.1% | 3.30% | -2.5% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $2,734,000 | +5.2% | 14,752 | +0.9% | 2.78% | +1.8% |
| IDV | Buy | ISHARES TRintl sel div etf | $2,162,000 | +27.6% | 86,714 | +28.6% | 2.20% | +23.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-16
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.