Wilshire Advisors LLC
CIK:0001616628
Investment Adviser
$11M AUM
6 holdings
Santa Monica, CA, USA
Wilshire Advisors LLC is a diversified financial services company offering investment consulting and management services. It provides institutional-level support and proprietary analytics for investment advisors and intermediaries.
Top Buys
I
IJRISHARES TR+$2.8M
I
IGSBISHARES TR+$1.6M
A
AGGISHARES TR-$1.3M
I
IEFAISHARES TR+$963.0K
L
LDILOANDEPOT INC-$506.9K
Top Sells
I
IVVISHARES TR-$9.3M
R
REETISHARES TR-$4.8M
S
STIPISHARES TR-$3.8M
E
EFAISHARES TR-$3.6M
A
AGGISHARES TR-$1.3M
Top Holdings
I
IEFAISHARES TR+39.1%$4.3M
I
IJRISHARES TR+27.8%$3.1M
I
IGSBISHARES TR+16.2%$1.8M
A
AGGISHARES TR+10.8%$1.2M
I
IEMGISHARES INC+5.8%$638.3K
Equity Positions (6)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEFA | ISHARES TR | 39.06% | $4.3M | 51,731 | $72.44 | $83.48 | +$963.0K |
I IJR | ISHARES TR | 27.80% | $3.1M | 28,120 | $97.57 | $109.29 | +$2.8M |
I IGSB | ISHARES TR | 16.22% | $1.8M | 33,981 | $50.54 | $52.76 | +$1.6M |
A AGG | ISHARES TR | 10.84% | $1.2M | 12,080 | $107.01 | $99.20 | -$1.3M |
I IEMG | ISHARES INC | 5.77% | $638.3K | 10,633 | $55.26 | $60.03 | -$64.0K |
Industry Allocation
FINANCE SERVICES
+0.3%