WILSHIRE ADVISORS LLC

PrivateCIK: 1616628
Location

SANTA MONICA, CA

6
Positions
$9.96M
Total AUM (reported)
145.15K
Total Shares

Allocation by class

TOTAL AUM$9.96M6 positions
CORE MSCI EAFE$3.79M38.0%
CORE US AGGBD ET$2.22M22.3%
CORE S&P SCP ETF$1.71M17.2%
ISHS 1-5YR INVS$1.67M16.8%
CORE MSCI EMKT$530.0K5.3%
COM CL A$39.4K0.4%

Portfolio Concentration

Top 377.5%4–1022.5%TOP 10100.0%0%100%
Top 3$7.72M77.5%
4–10$2.24M22.5%

Top 3 weight

77.5%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 145.15K

Sole

Full voting authority

145.15K

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

SOLE
CORE MSCI EAFE
Shares41.85K
TypeSH
Market value$3.79M
38.03%
Sole
41.85K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE US AGGBD ET
Shares22.40K
TypeSH
Market value$2.22M
22.31%
Sole
22.40K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P SCP ETF
Shares13.77K
TypeSH
Market value$1.71M
17.17%
Sole
13.77K
Shared
0.00
None
0.00

ISHARES TR

SOLE
ISHS 1-5YR INVS
Shares31.80K
TypeSH
Market value$1.67M
16.78%
Sole
31.80K
Shared
0.00
None
0.00

ISHARES INC

SOLE
CORE MSCI EMKT
Shares7.60K
TypeSH
Market value$530.0K
5.32%
Sole
7.60K
Shared
0.00
None
0.00

LOANDEPOT INC

SOLE
COM CL A
Shares27.73K
TypeSH
Market value$39.4K
0.40%
Sole
27.73K
Shared
0.00
None
0.00