Wilshire Advisors LLC
- SEC CIK
- 0001616628
- Latest filing
- Jul 27, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 9
- 0 vs. Q1 2023
- Portfolio value
- $188.7M
- +$1.90M (+1.0%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 157,125 | $70.0M | 37.1% | −6,277−3.8% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 631,031 | $42.6M | 22.6% | −2,737−0.4% | Reduced | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 324,940 | $31.8M | 16.9% | +16,637+5.4% | Added | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 203,424 | $19.9M | 10.5% | +815+0.4% | Added | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 460,421 | $10.6M | 5.6% | +5,000+1.1% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 189,061 | $9.32M | 4.9% | −15,190−7.4% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,206 | $2.21M | 1.2% | −15,914−41.7% | Reduced | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 43,864 | $2.20M | 1.2% | −1,178−2.6% | Reduced | – |
| LDIloanDepot, Inc. | COM CL A | 27,727 | $58.8K | <0.1% | 00.0% | Unchanged | History |