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CIK: 0001616628
Total reported value
$10.3M
$10.3M
11 檔
1784.3%
As reported in its official Q2 2024 Form 13F filing, Wilshire Advisors LLC's tracked investment portfolio stood at $10.3M with 11 total positions.
During Q2 2024, Wilshire Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, AGG) accounted for 1784.3% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 37.61% | — | -2.56% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 21.38% | +0.40% | -3.87% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 17.22% | -22.31% | EXIT | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 10.56% | — | -0.99% | |
| 5 | REET | Ishares Global Reit ETF | ETF-Other | 5.69% | — | +1.73% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.03% | +0.08% | -3.72% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.38% | -5.32% | +27.21% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.06% | -5.91% | -0.49% | |
| 9 | ALLKGUSD | Allakos Inc | Stock-Other | 0.04% | — | — | |
| 10 | LDI | Loandepot Inc -class A | Stock-Other | 0.02% | -0.06% | — | |
| 11 | FATE | Fate Therapeutics Inc | Stock-Other | 0.01% | — | — |
According to official SEC Form 13F filings, Wilshire Advisors LLC reported a total U.S. public equity portfolio value of $10.3M across 11 disclosed positions in Q2 2024.
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During Q2 2024, Wilshire Advisors LLC's top holdings by market value included IVV (37.6%)、IEFA (21.4%)、AGG (17.2%). The largest single position, IVV, represented 37.6% of total portfolio value.
In Q2 2024, Wilshire Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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