|
Entity | Shares/Amount Change | Position Value Change |
FATE |
+4,083 | +$15 |
Entity | Shares/Amount Change | Position Value Change |
LDI |
-27,727 | -$48 |
Entity | Shares/Amount Change | Position Value Change |
REET |
+17,576 | +$1,838 | AGG |
+3,487 | +$2,066 | IEMG |
+1,820 | +$657 | ALLK |
UNCH | +$35 | LDI |
UNCH | +$50 | IJR |
-1,679 | +$123 | IGSB |
-2,118 | -$46 | IVV |
-4,091 | +$5,327 | STIP |
-4,430 | -$97 | IEFA |
-10,949 | +$3,053 |
Size ($ in 1000's)
At 12/31/2023: $193,050 At 09/30/2023: $180,029
Wilshire Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wilshire Advisors LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, we find all stocks held by Wilshire Advisors LLC to be as follows, presented in the
table below with each row detailing each Wilshire Advisors LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Wilshire Advisors LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Wilshire Advisors LLC as of the latest filing.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
ISHARES GLOBAL REIT ETF (IVV) |
146,965 |
-4,091 |
$70,195 | IVV | 146,965 | -4,091 | $70,195 | ISHARES CORE MSCI EAFE ETF (IEFA) |
626,311 |
-10,949 |
$44,061 | IEFA | 626,311 | -10,949 | $44,061 | ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) |
333,641 |
+3,487 |
$33,114 | AGG | 333,641 | +3,487 | $33,114 | ISHARES TR (STIP) |
199,203 |
-4,430 |
$19,639 | STIP | 199,203 | -4,430 | $19,639 | ISHARES CORE MSCI EAFE ETF (REET) |
487,030 |
+17,576 |
$11,776 | REET | 487,030 | +17,576 | $11,776 | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) |
190,624 |
+1,820 |
$9,642 | IEMG | 190,624 | +1,820 | $9,642 | ISHARES CORE S&P SMALL CAP ETF (IJR) |
20,182 |
-1,679 |
$2,185 | IJR | 20,182 | -1,679 | $2,185 | ISHARES TRUST ISHARES 1 5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB) |
41,344 |
-2,118 |
$2,120 | IGSB | 41,344 | -2,118 | $2,120 | Alta Partners VIII L.P. Allakos Inc ALLK |
75,055 |
UNCH |
$205 | ALLK | 75,055 | UNCH | $205 | Parthenon Investors IV L.P. loan Depot LDI |
27,727 |
UNCH |
$98 | LDI | 27,727 | UNCH | $98 | Polaris Venture Partners V L.P. Fate Therapeutics Inc. FATE |
4,083 |
+4,083 |
$15 | FATE | 4,083 | +4,083 | $15 |
See Summary: Wilshire Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Wilshire Advisors LLC
|
|