Portfolio (Quarterly)
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Wilshire Advisors LLC
· CIK 0001616628| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | — | 41,854.0 | $3.8M | 38.03% | NEW | — | $90.53 | +8.2% |
| 2 | AGG | ISHARES TR | — | 22,396.0 | $2.2M | 22.31% | NEW | — | $99.27 | -0.5% |
| 3 | IJR | ISHARES TR | — | 13,765.0 | $1.7M | 17.17% | NEW | — | $124.31 | +15.6% |
| 4 | IGSB | ISHARES TR | — | 31,804.0 | $1.7M | 16.78% | NEW | — | $52.56 | -0.4% |
| 5 | IEMG | ISHARES INC | — | 7,599.0 | $530K | 5.32% | NEW | — | $69.75 | +18.4% |
| 6 | — | LOANDEPOT INC | — | 27,727.0 | $39K | 0.40% | NEW | — | $1.42 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.