Portfolio (Quarterly)
Guide ↗
Wilshire Advisors LLC
· CIK 0001616628| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | — | 41,128.0 | $4.0M | 38.43% | -726.0 | -1.7% | $96.58 | +3.5% |
| 2 | IJH | ISHARES TR | — | 22,862.0 | $1.8M | 17.06% | NEW | — | $77.11 | +0.5% |
| 3 | GOVT | ISHARES TR | — | 72,841.0 | $1.7M | 16.05% | NEW | — | $22.78 | -1.5% |
| 4 | IJR | ISHARES TR | — | 8,259.0 | $1.2M | 11.85% | -6K | -40.0% | $148.31 | -0.2% |
| 5 | IGSB | ISHARES TR | — | 21,439.0 | $1.1M | 10.87% | -10K | -32.6% | $52.41 | -0.5% |
| 6 | IEMG | ISHARES INC | — | 6,739.0 | $558K | 5.40% | -860.0 | -11.3% | $82.84 | -3.7% |
| 7 | — | LOANDEPOT INC | — | 27,727.0 | $35K | 0.34% | — | — | $1.25 | — |
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.