$183 Million is the total value of Wilshire Advisors LLC's 75 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Sell | ISHARES TRcore s&p500 etf | $64,228,387 | +5.4% | 167,170 | -1.6% | 35.07% | +0.6% |
| IEFA | Sell | ISHARES TRcore msci eafe | $42,534,498 | +11.1% | 690,047 | -5.1% | 23.23% | +6.0% |
| AGG | Sell | ISHARES TRcore us aggbd et | $29,077,117 | -1.0% | 299,795 | -1.7% | 15.88% | -5.6% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $18,931,148 | -2.3% | 195,247 | -3.1% | 10.34% | -6.8% |
| REET | Buy | ISHARES TRglobal reit etf | $11,880,577 | +7.3% | 523,143 | +0.5% | 6.49% | +2.4% |
| IEMG | Sell | ISHARES INCcore msci emkt | $9,838,196 | +8.1% | 210,668 | -0.5% | 5.37% | +3.1% |
| IGSB | Buy | ISHARES TR | $2,214,599 | +2.1% | 44,452 | +1.0% | 1.21% | -2.6% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $2,200,001 | +3.5% | 23,246 | -4.7% | 1.20% | -1.3% |
| USIG | Sell | ISHARES TRusd inv grde etf | $1,462,938 | +1.5% | 29,789 | -0.7% | 0.80% | -3.2% |
| PAYO | Sell | PAYONEER GLOBAL INC | $689,865 | -10.6% | 126,118 | -1.2% | 0.38% | -14.7% |
| LDI | LOANDEPOT INC | $78,465 | +26.6% | 47,555 | 0.0% | 0.04% | +22.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
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 |
|---|---|
| 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 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
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.