Wilshire Advisors LLC's SEC 13F Portfolio ($10.0M)

CIK: 0001616628

Concentrated strategyQuality / disciplined sizingLong-term holder

Total reported value

$10.0M

Reporting period: 2026-03-31 · Number of holdings: 6

Wilshire Advisors LLC disclosed 6 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $10.0M and a quarterly turnover rate of 15.3%.

Browse other institutions with under $100M AUM Browse other institutions starting with "W"

Personality snowflake

Concentration: 100
Portfolio Stability: 15.26
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 12
Sizing Uniformity: 92.03

Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Add IJR
-5.3%　-$35.3K
Add IEFA
-10.7%　-$403.3K
Add AGG
-6.1%　-$158.1K
Add IGSB
-6.7%　-$130.3K
Add IEMG
-13.2%　-$58.8K
Trim LDI
0.0%　-$18.0K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	38.03%	+1.92%	-10.69%
2	AGG	Ishares Core U.s. Aggregate	ETF-Other	22.31%	+1.80%	-6.06%
3	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	17.17%	+2.13%	-5.28%
4	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	16.78%	+1.26%	-6.66%
5	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	5.32%	+0.25%	-13.24%
6	LDI	Loandepot INC -class A	Stock-Other	0.40%	-0.09%	—

Portfolio Performance

Performance for Q3 2026

+1.2%

Performance Last 4 Quarters

+22.7%

Based on 82% of reported portfolio value with available pricing

Stdev: +14.2%
Beta: +0.43
Alpha: +6.3%
Max Drawdown: -6.6%
Annualized Perf: +13.4%
Batting Avg vs S&P: +30.3%
Sortino: +2.09
Stutzer: +0.3
Treynor: +0.31
Sterling: +0.84
Calmar: +2.01
Information Ratio: -0.21
Tracking Error: +15.1%
Stdev Down: +6.5%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +30.6%
Worst 12 Months: -0.8%
Efficiency Ratio: +0.43
Sharpe: +0.95
Stdev Sectors: —
Skewness: +1.18
Kurtosis: +2.63
Upside Potential: +3.75

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	6	$10.0M	15	1IEFA 2AGG 3IJR Top holdings2026-03-31 1.IEFA 2.AGG 3.IJR 4.IGSB 5.IEMG 6.LDI
2025-12-31	7	$11.6M	100	1IEFA 2AGG 3IGSB Top holdings2025-12-31 1.IEFA 2.AGG 3.IGSB 4.IJR 5.OMDA 6.IEMG 7.LDI
2025-09-30	7	$38.6M	100	1LDI 2FATE 3IEFA Top holdings2025-09-30 1.LDI 2.FATE 3.IEFA 4.AGG 5.IJR 6.IGSB 7.IEMG
2025-06-30	6	$11.1M	0	1IEFA 2IJR 3IGSB Top holdings2025-06-30 1.IEFA 2.IJR 3.IGSB 4.AGG 5.IEMG 6.LDI
2025-03-31	63	$31.6M	100	1IVV 2REET 3STIP Top holdings2025-03-31 1.IVV 2.REET 3.STIP 4.EFA 5.IEFA 6.AGG 7.ALLKGUSD 8.EEMV 9.IEMG 10.LDI
2024-12-31	74	$273.8M	0	1IVV 2IEFA 3AGG Top holdings2024-12-31 1.IVV 2.IEFA 3.AGG 4.STIP 5.REET 6.IEMG 7.IJR 8.IGSB 9.ALLKGUSD 10.LDI
2024-09-30	75	$208.2M	0	1IVV 2IEFA 3AGG Top holdings2024-09-30 1.IVV 2.IEFA 3.AGG 4.STIP 5.REET 6.IEMG 7.IJR 8.IGSB 9.LDI 10.ALLKGUSD
2024-06-30	75	$199.5M	0	1IVV 2IEFA 3AGG Top holdings2024-06-30 1.IVV 2.IEFA 3.AGG 4.STIP 5.REET 6.IEMG 7.IJR 8.IGSB 9.ALLKGUSD 10.LDI
2024-03-31	75	$201.0M	0	1IVV 2IEFA 3AGG Top holdings2024-03-31 1.IVV 2.IEFA 3.AGG 4.STIP 5.REET 6.IEMG 7.IJR 8.IGSB 9.ALLKGUSD 10.LDI
2023-12-31	75	$193.0M	0	1IVV 2IEFA 3AGG Top holdings2023-12-31 1.IVV 2.IEFA 3.AGG 4.STIP 5.REET 6.IEMG 7.IJR 8.IGSB 9.ALLKGUSD 10.LDI
2023-09-30	74	$180.0M	0	1IVV 2IEFA 3AGG Top holdings2023-09-30 1.IVV 2.IEFA 3.AGG 4.STIP 5.REET 6.IEMG 7.IGSB 8.IJR 9.ALLKGUSD 10.LDI
2023-06-30	73	$188.7M	0	1IVV 2IEFA 3AGG Top holdings2023-06-30 1.IVV 2.IEFA 3.AGG 4.STIP 5.REET 6.IEMG 7.IJR 8.IGSB 9.LDI
2023-03-31	72	$186.8M	0	1IVV 2IEFA 3AGG Top holdings2023-03-31 1.IVV 2.IEFA 3.AGG 4.STIP 5.REET 6.IEMG 7.IJR 8.IGSB 9.LDI
2022-12-31	75	$183.1M	0	1IVV 2IEFA 3AGG Top holdings2022-12-31 1.IVV 2.IEFA 3.AGG 4.STIP 5.REET 6.IEMG 7.IGSB 8.IJR 9.USIG 10.PAYO
2022-09-30	75	$174.7M	0	1IVV 2IEFA 3AGG Top holdings2022-09-30 1.IVV 2.IEFA 3.AGG 4.STIP 5.REET 6.IEMG 7.IGSB 8.IJR 9.USIG 10.PAYO
2022-06-30	75	$191.1M	0	1IVV 2IEFA 3AGG Top holdings2022-06-30 1.IVV 2.IEFA 3.AGG 4.STIP 5.REET 6.IEMG 7.IGSB 8.IJR 9.IUSB 10.FATE
2022-03-31	74	$223.8M	0	1IVV 2IEFA 3AGG Top holdings2022-03-31 1.IVV 2.IEFA 3.AGG 4.STIP 5.REET 6.IEMG 7.FLOT 8.IJR 9.LDI 10.FATE
2021-12-31	79	$260.9M	0	1IVV 2IEFA 3AGG Top holdings2021-12-31 1.IVV 2.IEFA 3.AGG 4.STIP 5.REET 6.IEMG 7.IGOV 8.ISTB 9.BNDX 10.EFV
2021-09-30	10	$37.6M	0	1IEFA 2IEMG 3BNDX Top holdings2021-09-30 1.IEFA 2.IEMG 3.BNDX 4.ISTB 5.IGOV 6.EFV 7.IJR 8.VWOB 9.FATE
2021-06-30	10	$39.1M	100	1IEFA 2IEMG 3BNDX Top holdings2021-06-30 1.IEFA 2.IEMG 3.BNDX 4.IGOV 5.EFV 6.IJR 7.IGSB 8.VWOB 9.IUSB
2021-03-31	54	$105.8M	5	1VOO 2IEFA 3IUSB Top holdings2021-03-31 1.VOO 2.IEFA 3.IUSB 4.VEA 5.AGG 6.BNDX 7.EFV 8.IEMG 9.VYM 10.IGOV
2020-12-31	50	$105.3M	33	1VOO 2IEFA 3IUSB Top holdings2020-12-31 1.VOO 2.IEFA 3.IUSB 4.VEA 5.AGG 6.BNDX 7.EFV 8.IEMG 9.IGOV 10.VYM
2020-09-30	53	$98.3M	15	1VOO 2EFV 3VEA Top holdings2020-09-30 1.VOO 2.EFV 3.VEA 4.IUSB 5.AGG 6.BNDX 7.IGOV 8.VYM 9.IWM 10.USHY
2020-06-30	52	$95.1M	31	1VOO 2EFV 3VEA Top holdings2020-06-30 1.VOO 2.EFV 3.VEA 4.AGG 5.BNDX 6.IUSB 7.IGOV 8.IWM 9.VYM 10.HYG
2020-03-31	57	$91.8M	22	1VOO 2EFV 3IUSB Top holdings2020-03-31 1.VOO 2.EFV 3.IUSB 4.VEA 5.AGG 6.IWM 7.EMLC 8.IEMG 9.BNDX 10.VXF
2019-12-31	57	$112.7M	3	1VOO 2EFV 3IUSB Top holdings2019-12-31 1.VOO 2.EFV 3.IUSB 4.VEA 5.AGG 6.IWM 7.EMLC 8.BNDX 9.IEMG 10.VXF
2019-09-30	57	$112.1M	18	1VOO 2EFV 3IUSB Top holdings2019-09-30 1.VOO 2.EFV 3.IUSB 4.VEA 5.AGG 6.IWM 7.EMLC 8.BNDX 9.IEMG 10.VYM
2019-06-30	57	$113.1M	40	1VOO 2EFV 3IUSB Top holdings2019-06-30 1.VOO 2.EFV 3.IUSB 4.VEA 5.AGG 6.92189h 7.IWM 8.BNDX 9.IEMG 10.AMJEUR
2019-03-31	68	$106.7M	15	1VOO 2AGG 3VWO Top holdings2019-03-31 1.VOO 2.AGG 3.VWO 4.VEA 5.IGSB 6.EFV 7.BNDX 8.VXF 9.92189h 10.IGOV
2018-12-31	63	$94.9M	24	1VOO 2AGG 3VWO Top holdings2018-12-31 1.VOO 2.AGG 3.VWO 4.VEA 5.IGSB 6.BNDX 7.IGOV 8.VXF 9.IWM 10.92189h
2018-09-30	66	$105.8M	16	1VOO 2AGG 3VEA Top holdings2018-09-30 1.VOO 2.AGG 3.VEA 4.IGSB 5.VWO 6.BNDX 7.VXF 8.IGOV 9.IWM 10.SMHC
2018-06-30	60	$106.0M	14	1VOO 2AGG 3VEA Top holdings2018-06-30 1.VOO 2.AGG 3.VEA 4.VWO 5.BNDX 6.IGSB 7.VXF 8.IGOV 9.VCIT 10.IWM
2018-03-31	69	$107.1M	11	1VOO 2AGG 3VEA Top holdings2018-03-31 1.VOO 2.AGG 3.VEA 4.VWO 5.BNDX 6.IGSB 7.IGOV 8.VXF 9.VCIT 10.EFV
2017-12-31	66	$107.3M	15	1VOO 2AGG 3VEA Top holdings2017-12-31 1.VOO 2.AGG 3.VEA 4.VWO 5.BNDX 6.IGOV 7.IGSB 8.VXF 9.SMHC 10.EFV
2017-09-30	74	$112.9M	29	1VOO 2VEA 3AGG Top holdings2017-09-30 1.VOO 2.VEA 3.AGG 4.VCIT 5.VWO 6.BNDX 7.IGOV 8.VNQ 9.IGSB 10.SMHC
2017-06-30	68	$115.3M	35	1VOO 2BNDX 3AGG Top holdings2017-06-30 1.VOO 2.BNDX 3.AGG 4.HYG 5.VEA 6.VCIT 7.VWO 8.VNQ 9.IGSB 10.SMHC
2017-03-31	68	$126.7M	11	1BND 2VOO 3AGG Top holdings2017-03-31 1.BND 2.VOO 3.AGG 4.BNDX 5.VCIT 6.HYG 7.VEA 8.VWO 9.VNQ 10.VXF
2016-12-31	56	$126.2M	23	1AGG 2VOO 3BND Top holdings2016-12-31 1.AGG 2.VOO 3.BND 4.BNDX 5.VCIT 6.HYG 7.VEA 8.VNQ 9.VWO 10.VXF
2016-09-30	44	$115.4M	18	1VOO 2BND 3BNDX Top holdings2016-09-30 1.VOO 2.BND 3.BNDX 4.VCIT 5.AGG 6.VEA 7.VNQ 8.HYG 9.VWO 10.VXF
2016-06-30	50	$114.5M	81	1VOO 2BNDX 3BND Top holdings2016-06-30 1.VOO 2.BNDX 3.BND 4.VCIT 5.VEA 6.AGG 7.VWO 8.VXF 9.VNQI 10.VNQ
2016-03-31	40	$196.7M	19	1VOO 2VEA 3VCIT Top holdings2016-03-31 1.VOO 2.VEA 3.VCIT 4.BND 5.VXF 6.BNDX 7.QNDX 8.NXPI 9.VWO 10.VTIP
2015-12-31	36	$177.2M	0	1VOO 2VEA 3VCIT Top holdings2015-12-31 1.VOO 2.VEA 3.VCIT 4.BND 5.VXF 6.QNDX 7.BNDX 8.VUG 9.VWO 10.VTIP

Holding changes this quarter

Wilshire Advisors LLC's most significant position changes for 2026-03-31: Sold out: Omada Health INC (OMDA); Trim: Ishares Core S&p Small-cap E (IJR) — shares -5.28%; Trim: Ishares Core Msci Eafe ETF (IEFA) — shares -10.69%; Trim: Ishares Core U.s. Aggregate (AGG) — shares -6.06%; Trim: Ishares 1-5y Inv Grade CORP (IGSB) — shares -6.66%.

Position changes disclosed by Wilshire Advisors LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IJR	Ishares Core S&p Small-cap E	+2.1%	-5.28%	Trim
2	IEFA	Ishares Core Msci Eafe ETF	+1.9%	-10.69%	Trim
3	AGG	Ishares Core U.s. Aggregate	+1.8%	-6.06%	Trim
4	IGSB	Ishares 1-5y Inv Grade CORP	+1.3%	-6.66%	Trim
5	IEMG	Ishares Core Msci Emerging	+0.3%	-13.24%	Trim
6	LDI	Loandepot INC -class A	-0.1%	—	Unchanged
7	OMDA	Omada Health INC	—	EXIT	Sold out

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-27	13F-HR	View on EDGAR
2025-12-31	2026-05-27	13F-HR	View on EDGAR
2025-09-30	2025-11-14	13F-HR	View on EDGAR
2025-06-30	2025-08-14	13F-HR	View on EDGAR
2025-03-31	2025-05-29	Amendment	View on EDGAR
2025-03-31	2025-05-15	13F-HR	View on EDGAR
2024-12-31	2025-02-14	13F-HR	View on EDGAR
2024-09-30	2024-11-13	13F-HR	View on EDGAR
2024-06-30	2024-08-14	13F-HR	View on EDGAR
2024-03-31	2024-05-15	13F-HR	View on EDGAR
2023-12-31	2024-02-14	13F-HR	View on EDGAR
2023-09-30	2023-11-14	13F-HR	View on EDGAR
2023-06-30	2023-08-14	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-08-15	13F-HR	View on EDGAR
2022-03-31	2022-05-16	13F-HR	View on EDGAR
2021-12-31	2022-02-14	13F-HR	View on EDGAR
2021-09-30	2021-11-15	13F-HR	View on EDGAR
2021-06-30	2021-08-16	13F-HR	View on EDGAR
2021-03-31	2021-05-17	13F-HR	View on EDGAR
2020-12-31	2021-02-16	13F-HR	View on EDGAR
2020-09-30	2020-11-16	13F-HR	View on EDGAR
2020-06-30	2020-08-14	13F-HR	View on EDGAR
2020-03-31	2020-05-15	13F-HR	View on EDGAR
2019-12-31	2020-02-14	13F-HR	View on EDGAR
2019-09-30	2019-11-14	13F-HR	View on EDGAR
2019-06-30	2019-08-14	13F-HR	View on EDGAR
2019-03-31	2019-05-15	13F-HR	View on EDGAR
2018-12-31	2019-02-14	13F-HR	View on EDGAR
2018-09-30	2018-11-14	13F-HR	View on EDGAR
2018-06-30	2018-08-14	13F-HR	View on EDGAR
2018-03-31	2018-05-15	13F-HR	View on EDGAR
2017-12-31	2018-02-14	13F-HR	View on EDGAR
2017-09-30	2017-11-14	13F-HR	View on EDGAR
2017-06-30	2017-08-14	13F-HR	View on EDGAR
2017-03-31	2017-05-15	13F-HR	View on EDGAR
2016-12-31	2017-02-14	13F-HR	View on EDGAR
2016-09-30	2016-11-14	13F-HR	View on EDGAR
2016-06-30	2016-08-15	13F-HR	View on EDGAR
2016-03-31	2016-05-16	13F-HR	View on EDGAR
2015-12-31	2016-02-16	13F-HR	View on EDGAR

FAQ

What is Wilshire Advisors LLC and what type of investor is it?

Wilshire Advisors LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $10.0M, spread across 6 disclosed positions.

What are Wilshire Advisors LLC's largest equity positions?

Based on the latest 13F filing, Wilshire Advisors LLC's top holdings by market value are: 1. Ishares Core Msci Eafe ETF (IEFA) — $3.8M (38.0%) 2. Ishares Core U.s. Aggregate (AGG) — $2.2M (22.3%) 3. Ishares Core S&p Small-cap E (IJR) — $1.7M (17.2%) 4. Ishares 1-5y Inv Grade CORP (IGSB) — $1.7M (16.8%) 5. Ishares Core Msci Emerging (IEMG) — $530.0K (5.3%)

What changes did Wilshire Advisors LLC make in its most recent portfolio filing?

In the latest quarter, Wilshire Advisors LLC took a more defensive posture — trimming 5 positions and completely exiting 1 holdings. The largest of these moves: Sold out: Omada Health INC (OMDA); Trim: Ishares Core S&p Small-cap E (IJR) — shares -5.28%; Trim: Ishares Core Msci Eafe ETF (IEFA) — shares -10.69%; Trim: Ishares Core U.s. Aggregate (AGG) — shares -6.06%; Trim: Ishares 1-5y Inv Grade CORP (IGSB) — shares -6.66%

What sectors does Wilshire Advisors LLC focus on?

Sector breakdown data is not yet available for Wilshire Advisors LLC. Check back after the next 13F processing cycle.

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Wilshire Advisors LLC's SEC 13F Portfolio ($10.0M)

CIK: 0001616628

Concentrated strategyQuality / disciplined sizingLong-term holder

Total reported value

$10.0M

Reporting period: 2026-03-31 · Number of holdings: 6

Wilshire Advisors LLC disclosed 6 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $10.0M and a quarterly turnover rate of 15.3%.

Browse other institutions with under $100M AUM Browse other institutions starting with "W"

Personality snowflake

Concentration: 100
Portfolio Stability: 15.26
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 12
Sizing Uniformity: 92.03

Recent moves

Add IJR
-5.3%　-$35.3K
Add IEFA
-10.7%　-$403.3K
Add AGG
-6.1%　-$158.1K
Add IGSB
-6.7%　-$130.3K
Add IEMG
-13.2%　-$58.8K
Trim LDI
0.0%　-$18.0K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	38.03%	+1.92%	-10.69%
2	AGG	Ishares Core U.s. Aggregate	ETF-Other	22.31%	+1.80%	-6.06%
3	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	17.17%	+2.13%	-5.28%
4	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	16.78%	+1.26%	-6.66%
5	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	5.32%	+0.25%	-13.24%
6	LDI	Loandepot INC -class A	Stock-Other	0.40%	-0.09%	—

Portfolio Performance

Performance for Q3 2026

+1.2%

Performance Last 4 Quarters

+22.7%

Based on 82% of reported portfolio value with available pricing

Stdev: +14.2%
Beta: +0.43
Alpha: +6.3%
Max Drawdown: -6.6%
Annualized Perf: +13.4%
Batting Avg vs S&P: +30.3%
Sortino: +2.09
Stutzer: +0.3
Treynor: +0.31
Sterling: +0.84
Calmar: +2.01
Information Ratio: -0.21
Tracking Error: +15.1%
Stdev Down: +6.5%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +30.6%
Worst 12 Months: -0.8%
Efficiency Ratio: +0.43
Sharpe: +0.95
Stdev Sectors: —
Skewness: +1.18
Kurtosis: +2.63
Upside Potential: +3.75

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	6	$10.0M	15	1IEFA 2AGG 3IJR Top holdings2026-03-31 1.IEFA 2.AGG 3.IJR 4.IGSB 5.IEMG 6.LDI
2025-12-31	7	$11.6M	100	1IEFA 2AGG 3IGSB Top holdings2025-12-31 1.IEFA 2.AGG 3.IGSB 4.IJR 5.OMDA 6.IEMG 7.LDI
2025-09-30	7	$38.6M	100	1LDI 2FATE 3IEFA Top holdings2025-09-30 1.LDI 2.FATE 3.IEFA 4.AGG 5.IJR 6.IGSB 7.IEMG
2025-06-30	6	$11.1M	0	1IEFA 2IJR 3IGSB Top holdings2025-06-30 1.IEFA 2.IJR 3.IGSB 4.AGG 5.IEMG 6.LDI
2025-03-31	63	$31.6M	100	1IVV 2REET 3STIP Top holdings2025-03-31 1.IVV 2.REET 3.STIP 4.EFA 5.IEFA 6.AGG 7.ALLKGUSD 8.EEMV 9.IEMG 10.LDI
2024-12-31	74	$273.8M	0	1IVV 2IEFA 3AGG Top holdings2024-12-31 1.IVV 2.IEFA 3.AGG 4.STIP 5.REET 6.IEMG 7.IJR 8.IGSB 9.ALLKGUSD 10.LDI
2024-09-30	75	$208.2M	0	1IVV 2IEFA 3AGG Top holdings2024-09-30 1.IVV 2.IEFA 3.AGG 4.STIP 5.REET 6.IEMG 7.IJR 8.IGSB 9.LDI 10.ALLKGUSD
2024-06-30	75	$199.5M	0	1IVV 2IEFA 3AGG Top holdings2024-06-30 1.IVV 2.IEFA 3.AGG 4.STIP 5.REET 6.IEMG 7.IJR 8.IGSB 9.ALLKGUSD 10.LDI
2024-03-31	75	$201.0M	0	1IVV 2IEFA 3AGG Top holdings2024-03-31 1.IVV 2.IEFA 3.AGG 4.STIP 5.REET 6.IEMG 7.IJR 8.IGSB 9.ALLKGUSD 10.LDI
2023-12-31	75	$193.0M	0	1IVV 2IEFA 3AGG Top holdings2023-12-31 1.IVV 2.IEFA 3.AGG 4.STIP 5.REET 6.IEMG 7.IJR 8.IGSB 9.ALLKGUSD 10.LDI
2023-09-30	74	$180.0M	0	1IVV 2IEFA 3AGG Top holdings2023-09-30 1.IVV 2.IEFA 3.AGG 4.STIP 5.REET 6.IEMG 7.IGSB 8.IJR 9.ALLKGUSD 10.LDI
2023-06-30	73	$188.7M	0	1IVV 2IEFA 3AGG Top holdings2023-06-30 1.IVV 2.IEFA 3.AGG 4.STIP 5.REET 6.IEMG 7.IJR 8.IGSB 9.LDI
2023-03-31	72	$186.8M	0	1IVV 2IEFA 3AGG Top holdings2023-03-31 1.IVV 2.IEFA 3.AGG 4.STIP 5.REET 6.IEMG 7.IJR 8.IGSB 9.LDI
2022-12-31	75	$183.1M	0	1IVV 2IEFA 3AGG Top holdings2022-12-31 1.IVV 2.IEFA 3.AGG 4.STIP 5.REET 6.IEMG 7.IGSB 8.IJR 9.USIG 10.PAYO
2022-09-30	75	$174.7M	0	1IVV 2IEFA 3AGG Top holdings2022-09-30 1.IVV 2.IEFA 3.AGG 4.STIP 5.REET 6.IEMG 7.IGSB 8.IJR 9.USIG 10.PAYO
2022-06-30	75	$191.1M	0	1IVV 2IEFA 3AGG Top holdings2022-06-30 1.IVV 2.IEFA 3.AGG 4.STIP 5.REET 6.IEMG 7.IGSB 8.IJR 9.IUSB 10.FATE
2022-03-31	74	$223.8M	0	1IVV 2IEFA 3AGG Top holdings2022-03-31 1.IVV 2.IEFA 3.AGG 4.STIP 5.REET 6.IEMG 7.FLOT 8.IJR 9.LDI 10.FATE
2021-12-31	79	$260.9M	0	1IVV 2IEFA 3AGG Top holdings2021-12-31 1.IVV 2.IEFA 3.AGG 4.STIP 5.REET 6.IEMG 7.IGOV 8.ISTB 9.BNDX 10.EFV
2021-09-30	10	$37.6M	0	1IEFA 2IEMG 3BNDX Top holdings2021-09-30 1.IEFA 2.IEMG 3.BNDX 4.ISTB 5.IGOV 6.EFV 7.IJR 8.VWOB 9.FATE
2021-06-30	10	$39.1M	100	1IEFA 2IEMG 3BNDX Top holdings2021-06-30 1.IEFA 2.IEMG 3.BNDX 4.IGOV 5.EFV 6.IJR 7.IGSB 8.VWOB 9.IUSB
2021-03-31	54	$105.8M	5	1VOO 2IEFA 3IUSB Top holdings2021-03-31 1.VOO 2.IEFA 3.IUSB 4.VEA 5.AGG 6.BNDX 7.EFV 8.IEMG 9.VYM 10.IGOV
2020-12-31	50	$105.3M	33	1VOO 2IEFA 3IUSB Top holdings2020-12-31 1.VOO 2.IEFA 3.IUSB 4.VEA 5.AGG 6.BNDX 7.EFV 8.IEMG 9.IGOV 10.VYM
2020-09-30	53	$98.3M	15	1VOO 2EFV 3VEA Top holdings2020-09-30 1.VOO 2.EFV 3.VEA 4.IUSB 5.AGG 6.BNDX 7.IGOV 8.VYM 9.IWM 10.USHY
2020-06-30	52	$95.1M	31	1VOO 2EFV 3VEA Top holdings2020-06-30 1.VOO 2.EFV 3.VEA 4.AGG 5.BNDX 6.IUSB 7.IGOV 8.IWM 9.VYM 10.HYG
2020-03-31	57	$91.8M	22	1VOO 2EFV 3IUSB Top holdings2020-03-31 1.VOO 2.EFV 3.IUSB 4.VEA 5.AGG 6.IWM 7.EMLC 8.IEMG 9.BNDX 10.VXF
2019-12-31	57	$112.7M	3	1VOO 2EFV 3IUSB Top holdings2019-12-31 1.VOO 2.EFV 3.IUSB 4.VEA 5.AGG 6.IWM 7.EMLC 8.BNDX 9.IEMG 10.VXF
2019-09-30	57	$112.1M	18	1VOO 2EFV 3IUSB Top holdings2019-09-30 1.VOO 2.EFV 3.IUSB 4.VEA 5.AGG 6.IWM 7.EMLC 8.BNDX 9.IEMG 10.VYM
2019-06-30	57	$113.1M	40	1VOO 2EFV 3IUSB Top holdings2019-06-30 1.VOO 2.EFV 3.IUSB 4.VEA 5.AGG 6.92189h 7.IWM 8.BNDX 9.IEMG 10.AMJEUR
2019-03-31	68	$106.7M	15	1VOO 2AGG 3VWO Top holdings2019-03-31 1.VOO 2.AGG 3.VWO 4.VEA 5.IGSB 6.EFV 7.BNDX 8.VXF 9.92189h 10.IGOV
2018-12-31	63	$94.9M	24	1VOO 2AGG 3VWO Top holdings2018-12-31 1.VOO 2.AGG 3.VWO 4.VEA 5.IGSB 6.BNDX 7.IGOV 8.VXF 9.IWM 10.92189h
2018-09-30	66	$105.8M	16	1VOO 2AGG 3VEA Top holdings2018-09-30 1.VOO 2.AGG 3.VEA 4.IGSB 5.VWO 6.BNDX 7.VXF 8.IGOV 9.IWM 10.SMHC
2018-06-30	60	$106.0M	14	1VOO 2AGG 3VEA Top holdings2018-06-30 1.VOO 2.AGG 3.VEA 4.VWO 5.BNDX 6.IGSB 7.VXF 8.IGOV 9.VCIT 10.IWM
2018-03-31	69	$107.1M	11	1VOO 2AGG 3VEA Top holdings2018-03-31 1.VOO 2.AGG 3.VEA 4.VWO 5.BNDX 6.IGSB 7.IGOV 8.VXF 9.VCIT 10.EFV
2017-12-31	66	$107.3M	15	1VOO 2AGG 3VEA Top holdings2017-12-31 1.VOO 2.AGG 3.VEA 4.VWO 5.BNDX 6.IGOV 7.IGSB 8.VXF 9.SMHC 10.EFV
2017-09-30	74	$112.9M	29	1VOO 2VEA 3AGG Top holdings2017-09-30 1.VOO 2.VEA 3.AGG 4.VCIT 5.VWO 6.BNDX 7.IGOV 8.VNQ 9.IGSB 10.SMHC
2017-06-30	68	$115.3M	35	1VOO 2BNDX 3AGG Top holdings2017-06-30 1.VOO 2.BNDX 3.AGG 4.HYG 5.VEA 6.VCIT 7.VWO 8.VNQ 9.IGSB 10.SMHC
2017-03-31	68	$126.7M	11	1BND 2VOO 3AGG Top holdings2017-03-31 1.BND 2.VOO 3.AGG 4.BNDX 5.VCIT 6.HYG 7.VEA 8.VWO 9.VNQ 10.VXF
2016-12-31	56	$126.2M	23	1AGG 2VOO 3BND Top holdings2016-12-31 1.AGG 2.VOO 3.BND 4.BNDX 5.VCIT 6.HYG 7.VEA 8.VNQ 9.VWO 10.VXF
2016-09-30	44	$115.4M	18	1VOO 2BND 3BNDX Top holdings2016-09-30 1.VOO 2.BND 3.BNDX 4.VCIT 5.AGG 6.VEA 7.VNQ 8.HYG 9.VWO 10.VXF
2016-06-30	50	$114.5M	81	1VOO 2BNDX 3BND Top holdings2016-06-30 1.VOO 2.BNDX 3.BND 4.VCIT 5.VEA 6.AGG 7.VWO 8.VXF 9.VNQI 10.VNQ
2016-03-31	40	$196.7M	19	1VOO 2VEA 3VCIT Top holdings2016-03-31 1.VOO 2.VEA 3.VCIT 4.BND 5.VXF 6.BNDX 7.QNDX 8.NXPI 9.VWO 10.VTIP
2015-12-31	36	$177.2M	0	1VOO 2VEA 3VCIT Top holdings2015-12-31 1.VOO 2.VEA 3.VCIT 4.BND 5.VXF 6.QNDX 7.BNDX 8.VUG 9.VWO 10.VTIP

Holding changes this quarter

Position changes disclosed by Wilshire Advisors LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IJR	Ishares Core S&p Small-cap E	+2.1%	-5.28%	Trim
2	IEFA	Ishares Core Msci Eafe ETF	+1.9%	-10.69%	Trim
3	AGG	Ishares Core U.s. Aggregate	+1.8%	-6.06%	Trim
4	IGSB	Ishares 1-5y Inv Grade CORP	+1.3%	-6.66%	Trim
5	IEMG	Ishares Core Msci Emerging	+0.3%	-13.24%	Trim
6	LDI	Loandepot INC -class A	-0.1%	—	Unchanged
7	OMDA	Omada Health INC	—	EXIT	Sold out

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-27	13F-HR	View on EDGAR
2025-12-31	2026-05-27	13F-HR	View on EDGAR
2025-09-30	2025-11-14	13F-HR	View on EDGAR
2025-06-30	2025-08-14	13F-HR	View on EDGAR
2025-03-31	2025-05-29	Amendment	View on EDGAR
2025-03-31	2025-05-15	13F-HR	View on EDGAR
2024-12-31	2025-02-14	13F-HR	View on EDGAR
2024-09-30	2024-11-13	13F-HR	View on EDGAR
2024-06-30	2024-08-14	13F-HR	View on EDGAR
2024-03-31	2024-05-15	13F-HR	View on EDGAR
2023-12-31	2024-02-14	13F-HR	View on EDGAR
2023-09-30	2023-11-14	13F-HR	View on EDGAR
2023-06-30	2023-08-14	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-08-15	13F-HR	View on EDGAR
2022-03-31	2022-05-16	13F-HR	View on EDGAR
2021-12-31	2022-02-14	13F-HR	View on EDGAR
2021-09-30	2021-11-15	13F-HR	View on EDGAR
2021-06-30	2021-08-16	13F-HR	View on EDGAR
2021-03-31	2021-05-17	13F-HR	View on EDGAR
2020-12-31	2021-02-16	13F-HR	View on EDGAR
2020-09-30	2020-11-16	13F-HR	View on EDGAR
2020-06-30	2020-08-14	13F-HR	View on EDGAR
2020-03-31	2020-05-15	13F-HR	View on EDGAR
2019-12-31	2020-02-14	13F-HR	View on EDGAR
2019-09-30	2019-11-14	13F-HR	View on EDGAR
2019-06-30	2019-08-14	13F-HR	View on EDGAR
2019-03-31	2019-05-15	13F-HR	View on EDGAR
2018-12-31	2019-02-14	13F-HR	View on EDGAR
2018-09-30	2018-11-14	13F-HR	View on EDGAR
2018-06-30	2018-08-14	13F-HR	View on EDGAR
2018-03-31	2018-05-15	13F-HR	View on EDGAR
2017-12-31	2018-02-14	13F-HR	View on EDGAR
2017-09-30	2017-11-14	13F-HR	View on EDGAR
2017-06-30	2017-08-14	13F-HR	View on EDGAR
2017-03-31	2017-05-15	13F-HR	View on EDGAR
2016-12-31	2017-02-14	13F-HR	View on EDGAR
2016-09-30	2016-11-14	13F-HR	View on EDGAR
2016-06-30	2016-08-15	13F-HR	View on EDGAR
2016-03-31	2016-05-16	13F-HR	View on EDGAR
2015-12-31	2016-02-16	13F-HR	View on EDGAR