WILSHIRE ADVISORS LLC

PrivateCIK: 1616628
Location

SANTA MONICA, CA

7
Positions
$10.34M
Total AUM (reported)
201K
Total Shares

Allocation by class

TOTAL AUM$10.34M7 positions
CORE MSCI EAFE$3.97M38.4%
CORE S&P MCP ETF$1.76M17.1%
US TREAS BD ETF$1.66M16.1%
CORE S&P SCP ETF$1.22M11.9%
ISHS 1-5YR INVS$1.12M10.9%
CORE MSCI EMKT$558.3K5.4%
COM CL A$34.7K0.3%

Portfolio Concentration

Top 371.5%4–1028.5%TOP 10100.0%0%100%
Top 3$7.39M71.5%
4–10$2.94M28.5%

Top 3 weight

71.5%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 201K

Sole

Full voting authority

201K

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)

Sole7
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings7
Rows:

ISHARES TR

SOLE
CORE MSCI EAFE
Shares41.13K
TypeSH
Market value$3.97M
38.43%
Sole
41.13K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P MCP ETF
Shares22.86K
TypeSH
Market value$1.76M
17.06%
Sole
22.86K
Shared
0.00
None
0.00

ISHARES TR

SOLE
US TREAS BD ETF
Shares72.84K
TypeSH
Market value$1.66M
16.05%
Sole
72.84K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P SCP ETF
Shares8.26K
TypeSH
Market value$1.22M
11.85%
Sole
8.26K
Shared
0.00
None
0.00

ISHARES TR

SOLE
ISHS 1-5YR INVS
Shares21.44K
TypeSH
Market value$1.12M
10.87%
Sole
21.44K
Shared
0.00
None
0.00

ISHARES INC

SOLE
CORE MSCI EMKT
Shares6.74K
TypeSH
Market value$558.3K
5.40%
Sole
6.74K
Shared
0.00
None
0.00

LOANDEPOT INC

SOLE
COM CL A
Shares27.73K
TypeSH
Market value$34.7K
0.34%
Sole
27.73K
Shared
0.00
None
0.00