Filed: 8/14/2025ACC: 0001172661-25-003393
📋 What this filing means
WILSHIRE ADVISORS LLC filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $11.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$11.06M
Total AUM (reported)
164.27K
Total Shares
Allocation by class
CORE MSCI EAFE$4.32M39.1%
CORE S&P SCP ETF$3.07M27.8%
ISHS 1-5YR INVS$1.79M16.2%
CORE US AGGBD ET$1.20M10.8%
CORE MSCI EMKT$638.3K5.8%
COM CL A$35.2K0.3%
Portfolio Concentration
Top 3$9.18M83.1%
4–10$1.87M16.9%
Top 3 weight
83.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 164.27K
Sole
Full voting authority
164.27K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:
ISHARES TR
SOLEShares51.73K
TypeSH
Market value$4.32M
39.06%
Sole
51.73K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares28.12K
TypeSH
Market value$3.07M
27.80%
Sole
28.12K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares33.98K
TypeSH
Market value$1.79M
16.22%
Sole
33.98K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares12.08K
TypeSH
Market value$1.20M
10.84%
Sole
12.08K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares10.63K
TypeSH
Market value$638.3K
5.77%
Sole
10.63K
Shared
0.00
None
0.00
LOANDEPOT INC
SOLEShares27.73K
TypeSH
Market value$35.2K
0.32%
Sole
27.73K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE MSCI EAFE | 51.73K | SH | $4.32M 39.06% | 51.73K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 28.12K | SH | $3.07M 27.80% | 28.12K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 1-5YR INVS | 33.98K | SH | $1.79M 16.22% | 33.98K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 12.08K | SH | $1.20M 10.84% | 12.08K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 10.63K | SH | $638.3K 5.77% | 10.63K | 0.00 | 0.00 |
LOANDEPOT INCSOLE | COM CL A | 27.73K | SH | $35.2K 0.32% | 27.73K | 0.00 | 0.00 |